282 Dmat Jobs - Page 9

Job Specifications: Role Designation: Sr RM/RM Investment Products Department: Investment ProductsFunction: Sales/Wealth Management Job Purpose: The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables: Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products Meet the required AUM, investor acquisition and AUM targets for given area. Ensure the timely delivery of customized wealth advise to HNI customers Periodic review of clients portfolio to ensure that they are in line with clients investment objectives Joint calls with branch team Role Requirements: Educational Qualifications: Post Graduation Experience: 2+ Years in sales/wealth management of handling the HNI clients. Team handling experience: Not mandatory Preferred industry back ground: Wealth Management, Banking, Investment Counselling Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products To schedule an interview or send your CV, please contact HR Yash via WhatsApp 9156902218

Globe Capital is hiring for Relationship Manager (Equity). Industry : Broking Functional Area : Financial Services Salary : No Bar for the right candidate Candidate. Location : Durgapur and Kolkata Job Description:- Relationship Manager Maintaining the relationship with the customers. To cross-sell the investment party products. Generate revenues and AUM for the company as per the expectation. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Be updated with latest of stock market. Capable of acquiring new clients and cross sales.

Role & responsibilities:- New client acquisition to acquire 7-8 new clients per month from open market Cross selling of third party investment products Revenue generation revenue to be generated from the all the products from sourced accounts SIPs 5 SIPs per month of Rs. 2000 each Preferred candidate profile:- Min 6 months experience in CASA, Insurance, Dmat, SIP, Mutual Funds as sales person Good communication skills. Knowledge of broking And operations knowledge. Experienced with good knowledge of broking industry are welcome. Perks and benefits:- PF-Insurance Fixed Salary huge Incentives Work Location: Kolkata Rounds of Interviews:- HR round Sales Manager Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Avdhut : 9822463775

Job Title : Relationship Manager Location : Pune Role & Responsibilities : As a Relationship Manager in the Investment Solutions team, your primary responsibilities will include: Client Acquisition : Actively acquire new clients (7-8 per month) through targeted outreach, networking, and leveraging market opportunities. Cross-Selling Investment Solutions : Promote and sell a range of third-party financial products, including SIPs, mutual funds, insurance, and more, to both new and existing clients. Revenue Growth : Drive revenue through effective cross-selling and up-selling investment solutions, ensuring optimal portfolio management for each client. SIP Targets : Meet monthly targets of 5 SIPs, with each SIP contributing Rs. 2000 or more. Client Relationship Management : Build and maintain long-term, trust-based relationships with clients to ensure retention, satisfaction, and referral business. Preferred Candidate Profile : Minimum 6 months of experience in selling financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication, negotiation, and interpersonal skills to engage with clients and provide them with personalized financial solutions. Basic knowledge of the financial market, broking operations, and investment products. Prior experience in broking or related financial services is highly desirable. Proven ability to achieve sales targets and manage a client portfolio effectively. Perks & Benefits : Competitive salary with performance-based incentives. Provident Fund (PF) and comprehensive insurance coverage. Opportunities for professional development and career advancement within the financial services industry. Attractive incentive structure based on performance. Interview Process : HR Round Sales Manager Round To schedule an interview or send your CV, please contact HR Ashwini via WhatsApp 9923656681

Role & responsibilities:- New client acquisition to acquire 7-8 new clients per month from open market Cross selling of third party investment products Revenue generation revenue to be generated from the all the products from sourced accounts SIPs 5 SIPs per month of Rs. 2000 each Preferred candidate profile:- Min 6 months experience in CASA, Insurance, Dmat, SIP, Mutual Funds as sales person Good communication skills. Knowledge of broking And operations knowledge. Experienced with good knowledge of broking industry are welcome. Perks and benefits:- PF-Insurance Fixed Salary huge Incentives Work Location: Pune Rounds of Interviews:- HR round Sales Manager Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Rutuja: 7796426801

Job Title : Relationship Manager Location : Kolkata Role & Responsibilities : As a Relationship Manager in the Investment Solutions team, your primary responsibilities will include: Client Acquisition : Actively acquire new clients (7-8 per month) through targeted outreach, networking, and leveraging market opportunities. Cross-Selling Investment Solutions : Promote and sell a range of third-party financial products, including SIPs, mutual funds, insurance, and more, to both new and existing clients. Revenue Growth : Drive revenue through effective cross-selling and up-selling investment solutions, ensuring optimal portfolio management for each client. SIP Targets : Meet monthly targets of 5 SIPs, with each SIP contributing Rs. 2000 or more. Client Relationship Management : Build and maintain long-term, trust-based relationships with clients to ensure retention, satisfaction, and referral business. Preferred Candidate Profile : Minimum 6 months of experience in selling financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication, negotiation, and interpersonal skills to engage with clients and provide them with personalized financial solutions. Basic knowledge of the financial market, broking operations, and investment products. Prior experience in broking or related financial services is highly desirable. Proven ability to achieve sales targets and manage a client portfolio effectively. Perks & Benefits : Competitive salary with performance-based incentives. Provident Fund (PF) and comprehensive insurance coverage. Opportunities for professional development and career advancement within the financial services industry. Attractive incentive structure based on performance. Interview Process : HR Round Sales Manager Round To schedule an interview or send your CV, please contact HR Ashwini via WhatsApp at 9923656681

Job Title : Relationship Manager Location : Bangalore And Mangalore Role & Responsibilities : As a Relationship Manager in the Investment Solutions team, your primary responsibilities will include: Client Acquisition : Actively acquire new clients (7-8 per month) through targeted outreach, networking, and leveraging market opportunities. Cross-Selling Investment Solutions : Promote and sell a range of third-party financial products, including SIPs, mutual funds, insurance, and more, to both new and existing clients. Revenue Growth : Drive revenue through effective cross-selling and up-selling investment solutions, ensuring optimal portfolio management for each client. SIP Targets : Meet monthly targets of 5 SIPs, with each SIP contributing Rs. 2000 or more. Client Relationship Management : Build and maintain long-term, trust-based relationships with clients to ensure retention, satisfaction, and referral business. Preferred Candidate Profile : Minimum 6 months of experience in selling financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication, negotiation, and interpersonal skills to engage with clients and provide them with personalized financial solutions. Basic knowledge of the financial market, broking operations, and investment products. Prior experience in broking or related financial services is highly desirable. Proven ability to achieve sales targets and manage a client portfolio effectively. Perks & Benefits : Competitive salary with performance-based incentives. Provident Fund (PF) and comprehensive insurance coverage. Opportunities for professional development and career advancement within the financial services industry. Attractive incentive structure based on performance. Interview Process : HR Round Sales Manager Round To schedule an interview or send your CV, please contact HR Yash via WhatsApp 9156902218

Identify potential clients and generate leads. Educate clients about the company’s insurance policies. Meet sales targets set by the insurer. Provide post-sale support and policy servicing C-8469483673-HR Mukthi Required Candidate profile Any Graduate with Min. 2 year Sales Experience Must be local and have area knowledge Must have valid document of last company Age between 24 to 40 M-mukthi.sresthinfo@gmail.com C-8469483673 HR Mukthi Perks and benefits On Role Job + High CTC Incentives + Allowances

Business Development Manager Job Description Role & Responsibilities: Acquire 7-8 new clients per month from the open market through proactive prospecting and networking. Cross-sell a wide range of third-party investment products, including SIPs, Mutual Funds, Insurance, and Equity. Drive revenue generation from all products within sourced accounts, ensuring continued business growth. Achieve a target of 5 SIPs per month, each of Rs. 2000. Build and maintain strong client relationships, understanding their needs and offering tailored investment solutions. Meet monthly and quarterly sales targets through effective client management and strategic cross-selling. Preferred Candidate Profile: Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds. Strong communication and interpersonal skills with the ability to engage and build relationships with clients. Good knowledge of broking and operations within the financial services industry. Prior experience in the broking industry is a plus. Perks and Benefits: PF and Insurance coverage Fixed salary with attractive performance-based incentives Work Location: Chennai, Coimbatore Interview Process: HR Round Sales Manager Round How to Apply: To schedule your interview, call or send your CV via WhatsApp to HR Ashwini : 9822643371

Job Title: Equity Advisor Key Responsibilities: Manage and execute equity trades for clients in line with their personalized investment strategies and preferences. Provide expert investment advice with a focus on optimizing clients' portfolios and increasing Assets Under Management (AUM). Cross-sell a diverse range of financial products, including Insurance, Mutual Funds (MF), Portfolio Management Services (PMS), Systematic Investment Plans (SIPs), Tax-Advantaged Services (TGS), Alternative Investment Funds (AIF), Bonds, Fixed Deposits (FD), Unlisted Shares, and other company offerings. Cultivate new client relationships through strategic outreach and networking, while fostering long-term partnerships with existing clients to ensure sustained business growth. Conduct regular client meetings to review portfolio performance, offer tailored investment advice, and strengthen client engagement and trust. Stay updated on market trends and financial products to offer the most relevant solutions to clients. Preferred Skills & Experience: In-depth knowledge of equity markets and various financial instruments. Proven ability to build and maintain strong client relationships with a focus on long-term retention. Strong communication skills, capable of explaining complex investment products and strategies to clients. Experience in client acquisition, as well as retention and portfolio growth. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Avdhut : 9822463775

Job Title : Relationship Manager Location : Pune, Mumbai, Ahmedabad Role & Responsibilities : As a Relationship Manager in the Investment Solutions team, your primary responsibilities will include: Client Acquisition : Actively acquire new clients (7-8 per month) through targeted outreach, networking, and leveraging market opportunities. Cross-Selling Investment Solutions : Promote and sell a range of third-party financial products, including SIPs, mutual funds, insurance, and more, to both new and existing clients. Revenue Growth : Drive revenue through effective cross-selling and up-selling investment solutions, ensuring optimal portfolio management for each client. SIP Targets : Meet monthly targets of 5 SIPs, with each SIP contributing Rs. 2000 or more. Client Relationship Management : Build and maintain long-term, trust-based relationships with clients to ensure retention, satisfaction, and referral business. Preferred Candidate Profile : Minimum 6 months of experience in selling financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication, negotiation, and interpersonal skills to engage with clients and provide them with personalized financial solutions. Basic knowledge of the financial market, broking operations, and investment products. Prior experience in broking or related financial services is highly desirable. Proven ability to achieve sales targets and manage a client portfolio effectively. Perks & Benefits : Competitive salary with performance-based incentives. Provident Fund (PF) and comprehensive insurance coverage. Opportunities for professional development and career advancement within the financial services industry. Attractive incentive structure based on performance. Interview Process : HR Round Sales Manager Round To schedule an interview or send your CV, please contact HR Sayali via WhatsApp 91580 43197

Job Title: Equity Advisor Roles & Responsibilities: Execute orders on behalf of clients based on their investment preferences and strategies. Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios. Actively cross-sell third-party investment products such as Insurance, Mutual Funds (MF), PMS, SIPs, TGS, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, IAP, and other services provided by the company. Acquire new clients while maintaining and building strong, lasting relationships with existing clients. Organize and conduct client meetings to review portfolios, provide investment recommendations, and strengthen client engagement. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Sayali 91580 43197

Job Title: Equity Advisor Key Responsibilities: Manage and execute equity trades for clients in line with their personalized investment strategies and preferences. Provide expert investment advice with a focus on optimizing clients' portfolios and increasing Assets Under Management (AUM). Cross-sell a diverse range of financial products, including Insurance, Mutual Funds (MF), Portfolio Management Services (PMS), Systematic Investment Plans (SIPs), Tax-Advantaged Services (TGS), Alternative Investment Funds (AIF), Bonds, Fixed Deposits (FD), Unlisted Shares, and other company offerings. Cultivate new client relationships through strategic outreach and networking, while fostering long-term partnerships with existing clients to ensure sustained business growth. Conduct regular client meetings to review portfolio performance, offer tailored investment advice, and strengthen client engagement and trust. Stay updated on market trends and financial products to offer the most relevant solutions to clients. Preferred Skills & Experience: In-depth knowledge of equity markets and various financial instruments. Proven ability to build and maintain strong client relationships with a focus on long-term retention. Strong communication skills, capable of explaining complex investment products and strategies to clients. Experience in client acquisition, as well as retention and portfolio growth. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR, Dhanashri at 7796426785.

Job Title: Equity Relationship Advisor Key Responsibilities: Manage and execute equity trades for clients in line with their personalized investment strategies and preferences. Provide expert investment advice with a focus on optimizing clients' portfolios and increasing Assets Under Management (AUM). Cross-sell a diverse range of financial products, including Insurance, Mutual Funds (MF), Portfolio Management Services (PMS), Systematic Investment Plans (SIPs), Tax-Advantaged Services (TGS), Alternative Investment Funds (AIF), Bonds, Fixed Deposits (FD), Unlisted Shares, and other company offerings. Cultivate new client relationships through strategic outreach and networking, while fostering long-term partnerships with existing clients to ensure sustained business growth. Conduct regular client meetings to review portfolio performance, offer tailored investment advice, and strengthen client engagement and trust. Stay updated on market trends and financial products to offer the most relevant solutions to clients. Preferred Skills & Experience: In-depth knowledge of equity markets and various financial instruments. Proven ability to build and maintain strong client relationships with a focus on long-term retention. Strong communication skills, capable of explaining complex investment products and strategies to clients. Experience in client acquisition, as well as retention and portfolio growth. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR, Dhanashri at 7796426785.

Sharekhan Ltd Hiring : Sales Executive Responsibilities: Opening Demat account Responsible for Brokerage and Revenue generation Hand-holding of clients during initial phases Handle sales promotion activities from time to time . Connect with clients through calls or visiting their places and advise them on various investment products like equity, MFs, LAS, SIP, derivatives Requirement: Any Graduate/Postgraduate with 1 -4 years work experience in Sales, preferably from broking industry or any other financial industry Also considering freshers with good communication skills and basic understanding of share market Interested Candidate can also connect with the recruiter on the given below contact number, Recruiter's Contact no. - 8657990136

Job Title: Equity Advisor Roles & Responsibilities: Execute orders on behalf of clients based on their investment preferences and strategies. Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios. Actively cross-sell third-party investment products such as Insurance, Mutual Funds (MF), PMS, SIPs, TGS, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, IAP, and other services provided by the company. Acquire new clients while maintaining and building strong, lasting relationships with existing clients. Organize and conduct client meetings to review portfolios, provide investment recommendations, and strengthen client engagement. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Ashwini : 9822643371

Job Title : Relationship Manager Location : Pune, Mumbai, Ahmedabad Role & Responsibilities : As a Relationship Manager in the Investment Solutions team, your primary responsibilities will include: Client Acquisition : Actively acquire new clients (7-8 per month) through targeted outreach, networking, and leveraging market opportunities. Cross-Selling Investment Solutions : Promote and sell a range of third-party financial products, including SIPs, mutual funds, insurance, and more, to both new and existing clients. Revenue Growth : Drive revenue through effective cross-selling and up-selling investment solutions, ensuring optimal portfolio management for each client. SIP Targets : Meet monthly targets of 5 SIPs, with each SIP contributing Rs. 2000 or more. Client Relationship Management : Build and maintain long-term, trust-based relationships with clients to ensure retention, satisfaction, and referral business. Preferred Candidate Profile : Minimum 6 months of experience in selling financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication, negotiation, and interpersonal skills to engage with clients and provide them with personalized financial solutions. Basic knowledge of the financial market, broking operations, and investment products. Prior experience in broking or related financial services is highly desirable. Proven ability to achieve sales targets and manage a client portfolio effectively. Perks & Benefits : Competitive salary with performance-based incentives. Provident Fund (PF) and comprehensive insurance coverage. Opportunities for professional development and career advancement within the financial services industry. Attractive incentive structure based on performance. Interview Process : HR Round Sales Manager Round To schedule an interview or send your CV, please contact HR Ashwini via WhatsApp at 9822643371

Role & Responsibilities: Client Acquisition & Relationship Management: Identify and acquire 7-8 new clients each month from the open market, focusing on building long-term relationships with both individual and institutional clients. Cross-Selling & Upselling : Promote and sell a range of third-party investment products to existing and new clients, enhancing their investment portfolios and meeting their financial goals. Revenue Generation : Drive revenue through comprehensive sales strategies across all financial products offered, ensuring a broad client base and diversified income streams. SIP Target Achievement: Consistently acquire clients for Systematic Investment Plans (SIPs), aiming for a monthly target of 5 SIPs with Rs. 2000 each. Work Location: Shivaji Nagar, Pune Rounds of Interviews:- HR round Sales Manager Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Avdhut: 9822463775

Role & Responsibilities: Client Acquisition & Relationship Management: Identify and acquire 7-8 new clients each month from the open market, focusing on building long-term relationships with both individual and institutional clients. Cross-Selling & Upselling : Promote and sell a range of third-party investment products to existing and new clients, enhancing their investment portfolios and meeting their financial goals. Revenue Generation : Drive revenue through comprehensive sales strategies across all financial products offered, ensuring a broad client base and diversified income streams. SIP Target Achievement: Consistently acquire clients for Systematic Investment Plans (SIPs), aiming for a monthly target of 5 SIPs with Rs. 2000 each. Work Location: Prabhadevi, Mulund, Borivali Rounds of Interviews:- HR round Sales Manager Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Avdhut: 9822463775

Call On -8849213380 Recruit Team of advisors Generate business through the team Lead the team of advisors ,Manage and train the business development team Generate leads and cold call prospective customer Build strong relationships with client Required Candidate profile Age: 21 To 38 Years Qualification: Graduation (No Backlogs) Experience: 1 year of Experience in Sales & Marketing ( BFSI ) with Relieving Letter/Resignation Acceptance Mail Bike: Mandatory

Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/medium term To keep abreast with market knowledge and market intelligence Required Candidate profile Minimum 1-2yrs experience in Equities on the clients’ advisory side Should have sound understanding of capital markets Should be NISM Currency Derivatives certified.(series 8) HR -Shabroj- 8867327780

In this role, you will be responsible for generating Revenue from Equity , Derivative and Wealth Products through mapped clients.

Role & Responsibilities: Client Acquisition & Relationship Management: Identify and acquire 7-8 new clients each month from the open market, focusing on building long-term relationships with both individual and institutional clients. Cross-Selling & Upselling : Promote and sell a range of third-party investment products to existing and new clients, enhancing their investment portfolios and meeting their financial goals. Revenue Generation : Drive revenue through comprehensive sales strategies across all financial products offered, ensuring a broad client base and diversified income streams. SIP Target Achievement: Consistently acquire clients for Systematic Investment Plans (SIPs), aiming for a monthly target of 5 SIPs with Rs. 2000 each. Work Location: Prabhadevi Rounds of Interviews:- HR round Sales Manager Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Ashwini : 9923656681

Job Title : Relationship Manager Location : Mumbai (All Areas) Role & Responsibilities : As a Relationship Manager in the Investment Solutions team, your primary responsibilities will include: Client Acquisition : Actively acquire new clients (7-8 per month) through targeted outreach, networking, and leveraging market opportunities. Cross-Selling Investment Solutions : Promote and sell a range of third-party financial products, including SIPs, mutual funds, insurance, and more, to both new and existing clients. Revenue Growth : Drive revenue through effective cross-selling and up-selling investment solutions, ensuring optimal portfolio management for each client. SIP Targets : Meet monthly targets of 5 SIPs, with each SIP contributing Rs. 2000 or more. Client Relationship Management : Build and maintain long-term, trust-based relationships with clients to ensure retention, satisfaction, and referral business. Preferred Candidate Profile : Minimum 6 months of experience in selling financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication, negotiation, and interpersonal skills to engage with clients and provide them with personalized financial solutions. Basic knowledge of the financial market, broking operations, and investment products. Prior experience in broking or related financial services is highly desirable. Proven ability to achieve sales targets and manage a client portfolio effectively. Perks & Benefits : Competitive salary with performance-based incentives. Provident Fund (PF) and comprehensive insurance coverage. Opportunities for professional development and career advancement within the financial services industry. Attractive incentive structure based on performance. Interview Process : HR Round Sales Manager Round To schedule an interview or send your CV, please contact HR Ashwini via WhatsApp at 9822643371

Job Title: Equity Portfolio Advisor Location: Ahmedabad Role & Responsibilities: Generate brokerage primarily by advising clients on their equity portfolios. Build and maintain long-term relationships with clients to ensure high retention levels, while actively focusing on acquiring new clients. Stay updated on market trends and developments to provide relevant and timely advice. Ensure all activities are in full compliance with industry regulations and risk management guidelines. Provide regular updates to clients on their orders and portfolio performance. Cross-sell third-party investment products such as mutual funds, SIPs, and PMS. Preferred Candidate Profile: Educational Qualification: Graduate with a minimum of 50% marks. Experience: Candidates with at least 6 months of experience, preferably from the stock market sector. Preferred Background: A strong interest or background in the stock market. Perks & Benefits: Competitive incentives and performance-based appraisals. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Yash:9156902218.