784 Dmat Jobs - Page 7

We are looking for a customer-focused and sales-driven Relationship Manager to manage and grow the Commercial Vehicle (CV) business under the Saral Auto (SA) segment The role involves handling customer service requests, selling liability and investment products, and enhancing customer relationships through cross-selling and referrals The ideal candidate should have a blend of service and sales orientation with experience in ficial services or banking Handle customer service tasks including account opening, DMAT services, and grievance resolution Educate customers on product features and assist with service requests like cheque book issuance Achieve sales targets for bank and investment produ...

Urgent opening in Ahmedabad for position of - Mutual fund advisor - equity dealer - Branch manager - Back office - HNI RM NISM fresher can apply for Mutual fund advisor and equity dealer CTC- 2.5 lakhs to 8 lakhs anually for experienced NISM optional Required Candidate profile Work from office, We also have openings in entire Gujrat contact 8377024167 or brdassociates@workmail.com. Note: 10% of positions are open to freshers.

Role & responsibilities Looking for Relationship Manager with strong knowledge in DMAT accounts, SIPs (Systematic Investment Plans), and insurance. This role typically involves managing and nurturing client relationships, particularly in financial products. Here's a brief overview of the skills and responsibilities for a Relationship Manager in this context: Key Responsibilities: 1 . Client Relationship Management: Build and maintain relationships with clients, understanding their financial needs. o Act as the main point of contact for high-net-worth clients, providing financial advice and assistance. 2 . DMAT (Dematerialized Accounts): Assist clients in opening, maintaining, and resolving i...

-Responsible for build up your team by using your self-network -You have to train and motivate them for sales -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings Required Candidate profile Any bachelor having min 6 months/1 year of experience in Sales & Marketing ,Banking, finance and Insurance - Good communication skill can also apply Call/WhatsApp on 6351306463

Please find below Job description for the Relationship Manager Dealing role - Panjim JD Relationship Manager- Dealing:- Eligibility: Any Graduate NISM VIII Mandatory Minimum 6 months experience required Interested candidates share cv on divya.chawla@religare.com or call on 8169023289 As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible to acquire new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life insurance, Health insuran...

Greetings from SBI Securities Ltd !! We are looking for Relationship Officer - Demat & Trading A/c for our Retail Sales vertical. Role & responsibilities To source the business via allotted bank branches. Key focus areas acquiring broking clients (primarily on line). Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross sell other products as directed time to time. Providing clients with Demo & handhold to initiate trading activities after account opening. Should have hands-on experience and knowledge of General Insurance and Demat Sales will be preferable. This position will be on payroll of SBICAP Securities Ltd on fixed term contract which wi...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Digital business/online sales CTC- upto-8 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Acquisition of New option Clients through Telegram Channel, Open Market , 2) Influencers, Technical Analysis learning Institute, Traders Caf Events, Events by other brokers. 3) Revival of Existing Stop traded option Clients. 4) Increasing Volume of Existing clients. 5) Educate Features to clients & resolving all concerns pertaining to trading. 6) Should have knowledge of Derivatives. Kindly reply with an updated CV on apex.samidha@gmail.com if you are interested in the mentioned Job Role. you...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer / Senior Dealer CTC- upto-6.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) To ensure active management of clients and achieve the target active AUM. 2) Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 3) To provide regular updates to the clients regarding the market changes and subsequent changes to portfolio. 4) To achieve healthy revenues without compromising on client profitability. 5) To have clear focus on client mining. 6) To conduct regular Client Meetings and update the same in the meeting tra...

- To Sell Demat and Trading A/c, Mutual Fund, Insurance to Clients - It is field work Job and business has to be sourced from open market & Leads given by company & existing client base - candidates can also their CVs at popularplacement@gmail.com Required Candidate profile - Should have knowledge of Mutual Fund & PMS. - 2 Years experience in Stock Broking/Banking is required - Should have Good Client Base candidates can also their CVs at popularplacement1@gmail.com

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 LPA + incentive + Other benefit Job Description: 1) Trading on behalf of the clients and Advising clients on market Queries 2) Building relationships with NRI clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, etc) 4) Graduation and nism 8 certificate is mandatory. Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Virtual Relationship Manager CTC- upto-4.8 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Responsible in calling the database assigned for reactivating inactive clients 2) Out calling the clients for reactivation and solving their queries getting them to start trading and keeping them active. 3) To keep abreast with market knowledge and market intelligence 4) Ensuring all trades are done with customer consent as per dealer conduct on recorded lines 5) Ensuring Quality and Compliance is met on all calls along with the KRA Target set 6) Responsible for Reactivation of Inactive cust...

Execute equity trades on behalf of clients. Monitor market trends, manage client portfolios, Provide investment advice, ensure regulatory compliance, Generate trade reports, maintain client relationships, Achieve daily trading targets.

Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based ...

Responsible for client acquisition, Handling demat/trading accounts, Executing trades, advising on equity & derivatives, Achieving sales targets, and maintaining client relationships. Strong communication & market knowledge required. Revenue Genera Provident fund Gratuity Sales incentives Annual bonus

Job opening For Branch Manager/Sr. Manager/Sr. RM / RM/Trainees -Equity & Commodity We're seeking a talented Branch Manager to join our team at Nirmal Bang, a leading financial services firm. In this role, you'll spearhead our equity sales efforts, driving growth and fostering client relationships. Job Description (JD): Justify your branch and team costs with the minimum required number of accounts, margins, and revenue. Must bring a minimum of 5 Relationship Managers (RMs) as part of your team. Acquire HNI clients and franchisees on a monthly basis. Advise and manage HNI client portfolios across equity and commodity products. Lead, motivate, and ensure performance of your team; ensure that ...

-Responsible for build up your team by using your self-network -You have to train and motivate them for sales -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings Required Candidate profile Any bachelor having min 6 months/1 year of experience in Sales & Marketing ,Banking, finance and Insurance - Good communication skill can also apply Call/WhatsApp on 9558165715

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Virtual Relationship Manager CTC- upto-4.8 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Managing of 3000 to 5000 customers per dealer. 2) To achieve healthy revenues without compromising on clients profitability. 3) Should focus on overall portfolio growth, client activity ratio and quality of information delivered. 4) Propose investment options based on customer needs by assessing their risk appetite. 5) Support the client decision making with use of technology enabled tools 6) Develop Knowledge of market news, financial trends and current affairs 7) Analyze customer portfolio...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto-6 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients 2) Will be responsible for primarily selling Equity based investment products. 3) Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 4) Responsible for achieving targets as assigned by the organization on a monthly basis. 5) Provide regular updates to the immediate superior as and when required 6) Graduation is mandatory....

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- We Assist Dealer CTC- upto- 3.5 LPA + incentive + Other benefit Job Responsibilities:- 1) Would be responsible to Drive Activation of Newly acquired clients of the Company. 2) Responsible to execute Auto dialer && one-to-one campaigns for ensuring business deliverables. 3) Responsible for getting new clients educated wrt our App. Products, Process for flawless experience. 4) Should be able to guide and scale-up New and old Dealers to ensure team KRA achievement. 5) Responsible for achieving targets as assigned by the organization on a monthly basis. 6) Responsible for training && educating, add...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Dealing Team leader CTC- upto-9 LPA + incentive + Other benefit Job Responsibilities:- 1) Will e handling a team of dealers 2) Will be responsible for reviewing and evaluating their Performance 3) Experience in dealing and team handling 4) Graduation and NISM 8 certificate is mandatory Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto-5.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) New client acquisition- new clients per month from open market 2) Cross selling of third party investment products 3) Revenue generation revenue to be generated from the all the products from sourced accounts Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Commodity Dealer CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Responsible for generating brokerage primarily through Currency & Commodity Trading 2) Should have basic knowledge about Commodity & Currency Segment. 3) Develop and maintain a long-term relationship with customers to generate brokerage 4) Required to be constantly updated with the domestic markets. 5) Responsible for achieving targets set by the organization from time to time. 6) Grduation and commodity certificate is mandaory Kindly reply with an updated CV at apex.samidha@gmail.com if you are interes...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5.5 LPA + incentive + Other benefit Job Description: 1) Trading on behalf of the clients and Advising clients on market Queries 2) Building relationships with clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products 4) Minimum Graduation 5) Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV a t apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + Other benefit Job Description: 1) Trading on behalf of the clients 2) Building relationships with clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products 4) Client meetings and bank branch visits as per goal sheet. 5) Grduation and nism 8 certificate is mandatory Kindly reply with an updated CV a t apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Key Account Manager (Banca Sales) CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Will be responsible for sourcing & deepening relationships from existing customer base of Bank customers 2) Will be responsible for selling Equity based investment products to this set of customer base. 3) Should have effective servicing skills and should be excellent in conflict management 4) Will be responsible to develop business, maximize revenue generation & achieve sales targets 5) Will work in close coordination with the Bank team to ensure all clients acquired from the assigned ...