90 Trading Account Jobs

Role & responsibilities - Digital Onboarding Expert are responsible for guiding clients through the digital account opening process, ensuring regulatory compliance, and resolving any issues that arise during onboarding. This role requires strong customer service skills, attention to detail, and familiarity with KYC and AML regulations. The position is vital in enabling the firm to acquire new clients efficiently and maintain a positive client experience Lead Engagement: Proactively contact leads generated through digital marketing campaigns to introduce Biguls discount stock broking services. Client Guidance: Assist potential Franchisees and Authorized Persons through the registration process, ensuring they understand each step and feel confident in completing their registration. • Product Presentation : Clearly explain the features, benefits, and services offered by Bigul to convince leads of our value proposition Target Achievement : Strive to meet and exceed monthly targets for registering new Franchisees and Authorized Persons by effectively converting leads into registered clients. Follow-Up : Conduct timely follow-ups with leads needing additional information or time to make a decision. Feedback Collection : Gather feedback from potential clients to enhance the registration process and improve customer satisfaction. Required Skills & Qualification: • Education: Graduate/Post Graduate in any stream. • Communication Skills: Excellent verbal communication skills• Persuasion Skills: Strong persuasive abilities to effectively convince potential clients to complete the registration process.• Goal-Oriented: Results-driven with a focus on achieving and surpassing set targets.• Tech-Savvy: Comfortable using CRM systems and other sales-related software. • Experience: Previous experience in tele sales or a similar role is an added advantage but not mandatory

JOB DESCRIPTION RETAIL BROKING & DISTRIBUTION GROUP ORGANISATION : IDBI Capital Markets and Securities Limited DESIGNATION : RM/ ARM- Sales -HNW /HNI EXPERIENCE RANGE : Minimum 1 year CRITICAL EXPERIENCE : Minimum 1 year experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business/market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. ESSENTIAL QUALIFICATIONS : Any Graduate / Post-Graduate. LOCATION : Baroda CANDIDATE'S PROFILE : Self motivated and target oriented go-getter looking to build a successful career Can handle the clients JOB DESCRIPTION / RESPONSIBILITIES : Selling of any financial products including bank account opening etc. The candidate would be responsible for client acquisition. New Client acquisition Business Generation Interested candidate can share your CV on outsource@idbicapital.com or Contact No. 9137914716

Process:- Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East), Mumbai Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or To any Graduate Stock market knowledge preferred Immediate joiners only Shift: 9 AM 7 PM | 6 days working (Sat-Sun working) To Schedule Your Interview ? Call or WhatsApp your CV to: HR Dhanashri:- 77964 26785 Immediate Joiners Only

Process:- Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East), Mumbai Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or To any Graduate Stock market knowledge preferred Immediate joiners only Shift: 9 AM 7 PM | 6 days working (Sat-Sun working) To Schedule Your Interview ? Call or WhatsApp your CV to: HR Dhanashri:- 77964 26785 Immediate Joiners Only

Responsibilities: * Manage client relationships through regular meetings & communication * Generate revenue through new business acquisition & retention * Acquire new clients & increase market share Provident fund Sales incentives Annual bonus

Process:- Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East), Mumbai Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or To any Graduate Stock market knowledge preferred Immediate joiners only Shift: 9 AM 7 PM | 6 days working (Sat-Sun working) To Schedule Your Interview ? Call or WhatsApp your CV to: HR Dhanashri:- 77964 26785 Immediate Joiners Only

Acquire digital clients for Demat accounts using provided leads. Drive app downloads and ensure KYC completion. Basic understanding of the stock market, including terms like Demat accounts, Nifty 50, Sensex, SEBI, etc. Required Candidate profile Salary: upto 25k+ Incentives up to 70K To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri: 7796426785 Perks and benefits Good Salary with Unlimited Incentives !

No Sales Target Job Description: Required Candidate profile Experience in executing equity and F&O trades Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Manage and execute equity & derivative trades on behalf of clients Tracking Clients Positions, Portfolio actively Develop and maintain relationships with clients, understanding their investment needs Service support to clients Back Office Management Education: NISM Series 8 certification Bachelor's Degree Experience: 2+ years of Exp in Broking Industry

Roles: 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 Skills & Knowledge : 1. Graduate / Post graduate with 2 to 6 yrs exp in direct selling of financial products from any financial services industry. 2. Should have good communication & presentation skills. 3. May have good existing client relationships in the market. 4. Should be a self-starter, proactive & target oriented. 5. Should possess strong networking & relationship building skills Interested candidate share resume on nirav.soneji@kotak.com

JM Financial Services Voice Sales (BlinkX Demat Process) Location: Andheri East (100 openings each) Shift: 9 AM 7 PM | 6 Days Working (Sat & Sun compulsory) Salary: 17K-25K Net + Incentives up to 70K Requirements: Min 6 months outbound telesales (BPO/Banking/Insurance) Fluent in English + Hindi HSC/Graduate | Age 2030 Immediate joiners only Stock market knowledge preferred Training: 3 Days | How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR sayali :9158043197

Process:- Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East), Mumbai Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or To any Graduate Stock market knowledge preferred Immediate joiners only Shift: 9 AM 7 PM | 6 days working (Sat-Sun working) To Schedule Your Interview ? Call or WhatsApp your CV to: HR Dhanashri:- 9158043197 Immediate Joiners Only

Role & responsibilities - Digital Onboarding Expert are responsible for guiding clients through the digital account opening process, ensuring regulatory compliance, and resolving any issues that arise during onboarding. This role requires strong customer service skills, attention to detail, and familiarity with KYC and AML regulations. The position is vital in enabling the firm to acquire new clients efficiently and maintain a positive client experience Lead Engagement: Proactively contact leads generated through digital marketing campaigns to introduce Biguls discount stock broking services. Client Guidance: Assist potential Franchisees and Authorized Persons through the registration process, ensuring they understand each step and feel confident in completing their registration. • Product Presentation : Clearly explain the features, benefits, and services offered by Bigul to convince leads of our value proposition Target Achievement : Strive to meet and exceed monthly targets for registering new Franchisees and Authorized Persons by effectively converting leads into registered clients. Follow-Up : Conduct timely follow-ups with leads needing additional information or time to make a decision. Feedback Collection : Gather feedback from potential clients to enhance the registration process and improve customer satisfaction. Required Skills & Qualification: • Education: Graduate/Post Graduate in any stream. • Communication Skills: Excellent verbal communication skills• Persuasion Skills: Strong persuasive abilities to effectively convince potential clients to complete the registration process.• Goal-Oriented: Results-driven with a focus on achieving and surpassing set targets.• Tech-Savvy: Comfortable using CRM systems and other sales-related software. • Experience: Previous experience in tele sales or a similar role is an added advantage but not mandatory

Acquire digital clients for Demat accounts using provided leads. Drive app downloads and ensure KYC completion. Basic understanding of the stock market, including terms like Demat accounts, Nifty 50, Sensex, SEBI, etc. Required Candidate profile Salary: upto 25k+ Incentives up to 70K To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri: 7796426785 Perks and benefits Good Salary with Unlimited Incentives !

Process:- Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East), Mumbai Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or To any Graduate Stock market knowledge preferred Immediate joiners only Shift: 9 AM 7 PM | 6 days working (Sat-Sun working) To Schedule Your Interview ? Call or WhatsApp your CV to: HR Dhanashri:- 77964 26785 Immediate Joiners Only

Job Title: Voice Sales Executive BlinkX Demat Process Company: JM Financial Services Location: Andheri East, Mumbai Openings: 100 positions Job Summary: We are hiring enthusiastic and results-driven Voice Sales Executives for the BlinkX Demat Process. This is an excellent opportunity for individuals with telesales experience, looking to build a career in the financial services sector. Key Responsibilities: Conduct outbound calls to prospective clients for opening Demat accounts. Explain BlinkX product offerings and stock market services clearly and effectively. Achieve daily/weekly/monthly sales targets. Maintain customer follow-ups and update records in the CRM. Handle customer queries and provide timely support. Ensure compliance with all company policies and regulatory guidelines. Required Skills & Qualifications: Minimum 6 months of outbound telesales experience (BPO/Banking/Insurance preferred). Fluency in English and Hindi is a must. Minimum qualification: HSC/Graduate . Age group: 20 to 30 years . Good communication and convincing skills. Basic understanding of the stock market preferred. Must be an immediate joiner . Job Details: Shift Timing: 9:00 AM – 7:00 PM Work Days: 6 days a week ( Saturday & Sunday compulsory ) Salary: 17,000 – 25,000 (Net) + Incentives up to 70,000 Training: 3 Days (Paid) How to Apply: Call or WhatsApp your updated CV to: Contact on :- HR Dhanashri – 7796426785

JOB DESCRIPTION Job Details: Job Title: Client Relationship Associate Role Description: 1. Responsible for relationship management with channel partner, new client acquisition & customer relationship management (For Corporate Salary Account Holders). 2. Responsible for achieving targets as assigned by the organization monthly basis. 3. Lead generation for Demat & Trading Account. 4. Conversion of leads into clients for Trading Account. 5. Responsible for managing client relations post acquisition. 6. Activation of acquired accounts. 7. Training of Channel Partner resources on account opening process. Skill Sets: Education Qualifications: Graduate / Postgraduate/MBA-Marketing & Sales Work Experience Required: 0 to 2 Years Language Reading/Writing/Speaking: English, Hindi, Regional Language Specialist functional Exposure needed if any: Sales, Marketing, Wealth Management, Demat Account Opening. Competencies Required: (Behavioral & Technical / Functional): 1. Target Oriented 2. Good Communications Skills 3. MS Excel Skills 4. Team Player Interested Candidates can e-mail their CVs at: neha.pawar.ext@ysil.in

JOB DESCRIPTION Job Details: Job Title: Client Relationship Associate Role Description: 1. Responsible for relationship management with channel partner, new client acquisition & customer relationship management (For Corporate Salary Account Holders). 2. Responsible for achieving targets as assigned by the organization monthly basis. 3. Lead generation for Demat & Trading Account. 4. Conversion of leads into clients for Trading Account. 5. Responsible for managing client relations post acquisition. 6. Activation of acquired accounts. 7. Training of Channel Partner resources on account opening process. Skill Sets: Education Qualifications: Graduate / Postgraduate/MBA-Marketing & Sales Work Experience Required: 0 to 2 Years Language Reading/Writing/Speaking: English, Hindi, Regional Language Specialist functional Exposure needed if any: Sales, Marketing, Wealth Management, Demat Account Opening. Competencies Required: (Behavioral & Technical / Functional): 1. Target Oriented 2. Good Communications Skills 3. MS Excel Skills 4. Team Player Interested Candidates can e-mail their CVs at: neha.pawar.ext@ysil.in

JOB DESCRIPTION Job Details: Job Title: Client Relationship Associate Role Description: 1. Responsible for relationship management with channel partner, new client acquisition & customer relationship management (For Corporate Salary Account Holders). 2. Responsible for achieving targets as assigned by the organization monthly basis. 3. Lead generation for Demat & Trading Account. 4. Conversion of leads into clients for Trading Account. 5. Responsible for managing client relations post acquisition. 6. Activation of acquired accounts. 7. Training of Channel Partner resources on account opening process. Skill Sets: Education Qualifications: Graduate / Postgraduate/MBA-Marketing & Sales Work Experience Required: 0 to 2 Years Language Reading/Writing/Speaking: English, Hindi, Regional Language Specialist functional Exposure needed if any: Sales, Marketing, Wealth Management, Demat Account Opening. Competencies Required: (Behavioral & Technical / Functional): 1. Target Oriented 2. Good Communications Skills 3. MS Excel Skills 4. Team Player Interested candidates can e-mail their CVs at: neha.pawar.ext@ysil.in

JM Financial Share & Stock Broker Key role- Opening Demat account Role:- Digital Acquisition Specialist Day 1 joining salary starts from day 1 Shift timing - 9:00AM to 7:00PM Required Candidate profile Minimum HSC with 6 months of sales experience. To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri:- 7796426785 Perks and benefits incentive and growth opportunities

We are looking for Relationship Officer - CSP for Hyderabad location Role & responsibilities 1. Building and maintaining the relationship with mapped areas CSRMs and senior team. 2. Regularly visiting corporates of assigned area along with CSRMs for the bulk client acquisition. 3. Develop and maintain contact with the clients, Participate in sales activities to achieve target 4. Demat & Trading account Activation 5. Handling product queries and service issues 6. Meeting clients, collecting documents, Explaining Schemes and Products offering, personalized service to clients 7. Ensure the achievement of given business target. Preferred candidate profile Qualification Needed : Graduation / MBA (Relevant Experience of Field, Suitable qualification will be preferred) Relevant Experience : 1 2 Experience in Selling Financial Products if interested kindly share your resume on rohini.h@sbicapsec.com or whats app on 9666028640

This Opportunity is with a leading Stock Broking company for their office in Kolkata location Role: Relationship Manager Experience: 2 - 5 Years Job Description: Role & Responsibilities: New client acquisition, building new relationships and increasing depth in existing relationships with clients. Selling online broking accounts- Demat account, trading account. Identifying customer needs, assessing their appetite, and providing them investment options. Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc. Achieving targets as assigned by the organization on a monthly basis. Migrating offline clients to do online trading. Regular updates to the immediate superior as a when required. Required Skillset: Required Experience in Broking Industry Required Experience in Sales of investment products. Any Graduate - Full Time Good communication skills Strong analytical skills Customer orientation Interested Candidates can share their CV's at priyal@topgearconsultants.com

Job Position: Branch Manager Location: Chennai, Coimbatore, Bengaluru, Hyderabad Job Purpose: To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Responsibilities: Increasing the client base, revenue and market share in the branch. Increase the Pool & Base of UHNI, Large Self Trader clients and corporate customers, with the Team and Personal Network. Ensuring Dealer Productivity is as per the defined standards Manage relationships across the set of HNI clients and Corporate investors Cross Sell ABCs Products & Investment Products to attain clients needs and desired Profitability from Cross Sell segment. Acquiring new Large trader clients (direct) amidst competitive offerings Ensuring effective management and retention of customers. Regulator Challenges as regulator is going strict on funding, margins Effective operational & cost management through Branch Administration Maintaining multi product focus and equally driving the Cross-Sell Products to the existing and new clients. Ensuring Risk Compliance - Ensuring risk free and compliant business and ensuring high levels of client satisfaction. Operational Challenges - Day to day coordination with RMS, Activation Team, Surveillance, day to day approvals W.R.T. to limits, commercials and various other departments for smooth functioning of branch. Staff Management - Recruitment of individual and teams and keeping the employees engaged thereby putting a control over attrition.

Acquire digital clients for Demat accounts using provided leads. Drive app downloads and ensure KYC completion. Basic understanding of the stock market, including terms like Demat accounts, Nifty 50, Sensex, SEBI, etc. Required Candidate profile Salary: upto 25k+ Incentives up to 70K To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri: 7796426785

Job Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East) Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or Graduate, Age 20–30 Stock market knowledge preferred Immediate joiners only Shift: 9 AM – 7 PM | 6 days working (Sat-Sun working) To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri :7796426785

JM Financial Services Voice Sales (BlinkX Demat Process) Location: Andheri East (100 openings each) Shift: 9 AM 7 PM | 6 Days Working (Sat & Sun compulsory) Salary: 17K-25K Net + Incentives up to 70K Requirements: Min 6 months outbound telesales (BPO/Banking/Insurance) Fluent in English + Hindi HSC/Graduate | Age 2030 Immediate joiners only Stock market knowledge preferred Training: 3 Days | How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri :7796426785