90 Trading Account Jobs - Page 4

Job Description | Relationship Officer Organization: SBICAP Securities Ltd. About the company : The broking arm of the prestigious State Bank Group, SBICAP Securities Ltd (SSL) is a wholly-owned subsidiary of SBI Capital Markets Ltd. Commencing operations since the firstquarter of the financial year 2006-07, our aim is to provide seamless access to primary and secondary markets to investors, institutional and retail. At SBICAP Securities we aim to select the right person for the right job and create a distinctive environment for the to learn, experiment, and grow. Position: Relationship Officer - Demat Accounts Criteria: Candidate must be a graduate. Fresher scan also apply Location: Nashik Job Description: To source the business via allotted SBI bank branches or open market and help clients with a demo by helping them to initiate trading activities after Demat account opening. Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross-sell other products as directed time to time. Ensure the achievement of the given business target. Annual CTC: As per the location (Salary may be negotiated for candidates with relevant experience) Perks: Attractive incentives based on performance **********************

Roles & Responsibilities: Responsible for verification of KYC and opening Demat & Trading Account Manage finanacial accounting and Reporting Maintaing Demat account and ensure necessary changes if required. Answering queries of Customer related to Demat Account. Managing all the work related to demat account opening and maintenance. Also responsible for all CDSL related task. To ensure all compliance is adhered to all the times. Proficiency in financial software and trading platforms. Familiarity with accounting software and MS Excel is essential

Interested Candidate Call 8795033333 or share your resume on sjain5444@gmail.com Hiring For a Broking Firm (On-Role Job) Product - Demat Product A candidate has to go out in the market to generate leads and will get existing customer data also. Required Candidate profile The candidate has to open a Demat account and will be doing cross-selling also A driving License and a wheeler are mandatory Graduation is mandatory

Interested Candidate Call 8795033333 or share your resume on sjain5444@gmail.com Hiring For a Broking Firm (On-Role Job) Product - Demat Product A candidate has to go out in the market to generate leads and will get existing customer data also. Required Candidate profile The candidate has to open a Demat account and will be doing cross-selling also A driving License and a wheeler are mandatory Graduation is mandatory

SECTION I: BASIC INFORMATION Job Title: Business Acquisition Manager Functional Title: Client Relationship Associate Grade: Management Trainee Management Band: Junior Management Business Unit: Wealth Broking Sales Location: PAN India Reporting to: Regional Head SECTION II: ROLE SUMMARY Responsible primarily for driving penetration of 3 in 1 accounts followed by activation of the accounts as well as upsell and cross sell. SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES Core Responsibilities Will be responsible to drive New to Business and Existing to Business Acquisition across open market. Will be accountable for trade activation of sourced accounts. Responsible for visibility on offerings across assigned geography. Driving Revenue through various in-house & distribution products To achieve revenue and maintain productivity. People Management or Self-Management Responsibilities Communication skills Good sales acumen and customer focus Negotiation skills and closure Education Any Graduate, MBA, Post Graduation, BE no later than passed in 2021 Interested candidates can e-mail their CV's on: neha.pawar.ext@ysil.in

Promote and sell stock market-related products and services to new and existing clients. Advise clients on investment opportunities, trading strategies, and market trends. Generate leads and proactively contact potential investors via calls, emails, and meetings. Maintain a strong pipeline of sales prospects and convert leads into active accounts. Assist clients in account setup and execution of trades. Monitor clients portfolios and provide regular updates and performance insights. Stay updated with stock market news, economic trends, and regulatory changes. Meet or exceed monthly sales targets and KPIs. Prepare regular reports on sales performance and client feedback

We are seeking a results-oriented Branch Manager to lead our Chennai branch. The ideal candidate will be responsible for driving revenue growth, overseeing daily operations, managing a high-performing team, & ensuring exceptional client service Required Candidate profile Minimum 5 years of experience in the equity & broking industry. At least 2 Yrs in a managerial position Strong client servicing & relationship management skills Ability to meet revenue targets NISM

JOB DESCRIPTION Job Details: Job Title Client Relationship Associate Role Description: Responsible for relationship management with channel partner, new client acquisition & customer relationship management (For Corporate Salary Account Holders). Responsible for achieving targets as assigned by the organization monthly basis. Lead generation for Demat & Trading Account. Conversion of leads into clients for Trading Account. Responsible for managing client relations post acquisition. Activation of acquired accounts. ¢ Training of Channel Partner resources on account opening process. Skill Sets: Education Qualifications Work Experience Required Language Graduate / Postgraduate/MBA Marketing & Sales 0 to 2 Years English, Hindi, Regional Language Reading/Writing/Speaking: 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 CV on: neha.pawar.ext@ysil.in

1) Would be responsible for Acquiring & Managing High Net Worth (HNI) / UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice.4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.6) Maintaining client relationships and generate AUM from HNI / UHNI clients.7) Advising HNI/ UHNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients.8) To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.9) To coordinate with product and research team for taking investment decision for the clients.10) To conduct and assist in organizing seminars, workshops and other business development activities. An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Location - Ahmedabad, Surat, Mumbai, Thane, Navi Mumbai, Delhi, Kolkata, Bangalore, Chennai, Hyderabad, Coimbatore, Pune, Trivendrum, Kochi, Vadodra, Rajkot,

Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking 1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Location :Ahemdabad, Delhi, Trivendrum,Mumbai,Surat,Chennai,Bengaluru,Hyderabad, Kolkata, Pune,Kochi,Indore,Jaipur

1) Client Acquisition 2) Revenue generation through Equity Brokerage 3) Cross-selling of Financial Products as per the target Equity, Mutual Funds. SIP, Derivatives 4) Hand holding of clients during initial phases 5) To handle sales promotion activities from time to time 6) Prepare and submit required reports from time to time 7) Do maintain Sales MIS of the team and report in timely manner. 8) Achieve growth and hit sales targets by successfully managing the sales team. 9) Design and implement a strategic business plan that expands companys customer base and ensure its strong presence. 10) Own recruiting, objectives setting, coaching and performance monitoring of sales representatives. 11) Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs. 12) Present sales, revenue and expenses reports and realistic forecasts to the management team maintain client activity ratio and report the same. 13) Identify emerging markets and market shifts while being fully aware of new products and competition status. 14) Implements national sales programs by developing field sales action plans. Knowledge of Equity Broking & Investment Products, Mutual Funds, PMS, AIF Location : - Calicut, Trivendrum, GOA, Delhi, Kochi,Mumbai

Role & responsibilities Execute the orders on behalf of clients Confirmations of trade done by EOD Ensure the volumes of trade are higher & clients trade frequently Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) Daily processing & confirmation of trades Punch orders for clients on NSE / BSE terminals Monitor client exposure limits Solving Queries of the customers After Market Hours Cross Selling of Financial Product with existing clients If anyone is interested request you to share your profile to trivenis@rathi.com( 8951380792)

Role Overview : As a Senior Executive Premium Customer Experience (Relationship manager) , you will be at the forefront of client engagement and revenue generation. Your primary objective is to drive revenue growth by building and deepening strong relationships with premium clients. This includes daily interaction, providing strategic market insights, timely execution of orders, and delivering an exceptional customer experience. Key Responsibilities 1. Client Engagement & Revenue Generation Maintain daily interactions with assigned (mapped) clients to nurture long-term relationships. Share insightful research reports from reputed research houses to support client decision-making. Ensure timely and accurate order placement, backed by pre-order confirmations. Proactively identify and onboard new Relationship clients to grow the client base and meet revenue targets. 2. Customer Service Excellence Respond promptly to client queries and communications, ensuring adherence to defined Service Level Agreements (SLAs). Deliver high-touch service to achieve top-tier client satisfaction and relationship scores. Troubleshoot and resolve client issues swiftly, acting as a trusted advisor and first point of contact. Qualifications & Skills Education: Bachelor's degree in Finance, Business Administration, or related field. Experience: Proven experience in client relationship management, preferably within the financial services industry. Financial Acumen: Strong understanding of financial products, markets, and investment strategies. Communication: Excellent verbal and written communication skills; ability to convey complex information clearly. Client-centric Mindset: Passion for delivering high-quality service and building meaningful client relationships. Tech-savvy: Comfortable using dealing terminals and order placement systems. Adaptability: Ability to thrive in a fast-paced, target-driven environment. Problem-Solving: Strong decision-making skills with a proactive and solution-oriented approach. Why Join Us? Work with a high-performing, client-focused team. Exposure to premium clientele and diverse financial markets. Continuous learning and professional development opportunities. A dynamic work culture that values innovation, ownership, and results.

Interested Candidate Call 8795033333 or share your resume on sjain5444@gmail.com Hiring For a Broking Firm (On-Role Job) Product - Demat Product A candidate has to go out in the market to generate leads and will get existing customer data also. Required Candidate profile The candidate has to open a Demat account and will be doing cross-selling also A driving License and a wheeler are mandatory Graduation is mandatory

Job description Dear Candidate, Greetings From APEX SERVICES Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto-5.5 LPA + incentive + Other benefit Branch DealingRole & responsibilities GENERAL ROLERole & responsibilities 1. Responsible for new client acquisition, building new relationships and deepening relationships with the existing client. 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 Kindly reply with an updated cv on apex.sandhyapatel@gmail.com if you are interested in the mentioned job role.You can also call on 8429944115