36 Demat Account Jobs

*Attend walk-in customer • Generate new customer leads through various channels • Follow up on new leads • Need to maintain relationship with clients and Branch managers • Resolve customer queries/issues • Handle walk in customers

1. You’ll be managing a team of RMs. 2. Driving client acquisition. 3. Demat account sales & cross-selling financial products. 4. Strong product knowledge (Demat, MF, Insurance)

1. You’ll be managing a team of RMs. 2. Driving client acquisition. 3. Demat account sales & cross-selling financial products. 4. Strong product knowledge (Demat, MF, Insurance)

1. You’ll be managing a team of RMs. 2. Driving client acquisition. 3. Demat account sales & cross-selling financial products. 4. Strong product knowledge (Demat, MF, Insurance)

Identify and acquire new clients through cold calls, references, and leads. Open Demat and trading accounts for clients and ensure prompt activation. Generate brokerage revenue by activating clients and encouraging regular trading.

Hi, SBI Securities is hiring for Corporate Salary- Relationship Officer role in Bhiwadi, Rajasthan. CTC- Upto 4.50lpa Role & responsibilities Liaising with Salary Vertical Team of bank Regular Visit to SBI Alternate Channel Branches and Liaising with bank officials. Responsible for new client acquisition Marketing & Training Salary vertical RMs on Demat and trading a/c Running the daily deliverable activities of the business ensuring achievement of KPIs and quality of service focus areas being : Client Acquisitions & Activations Participate in corporate events and arrange events for corporates for demat account Preferred candidate profile Qualification Needed: Graduation / Post Graduation (Relevant Experience of Field, Suitable qualification will be preferred) Relevant Experience: 1 - 7 years' Experience in Selling Financial Products Age Upto 40 years Interested candidate can click on Apply or share cv at tulsi.karki@sbicapsec.com/whatsapp. Feel free to call bet. 11am-5pm mon.-fri. Thanks, Tulsi-HR 8290141000 SBI Securities

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 time6) 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. Location - Surat, Ahmedabad, Bangalore, Calicut, Kochi, Trivendrum, GOA, Mumbai, Delhi

Executive with good correspondence and communication skill and should be Proficient in English. Opening of Demat Account and uploading of KYC. JD - Welcome and assist clients, visitors, and vendors professionally and courteously Manage incoming calls, direct them appropriately, and take messages when necessary Maintain client and visitor records for security and compliance Handle incoming and outgoing mail/courier and ensure timely distribution Maintain a clean and organized front desk area Assist in the coordination of meetings, appointments, and conference room bookings Support the administrative and operations teams with documentation and data entry tasks

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. 15) Knowledge of Equity Broking & Investment Products, Mutual Funds, PMS, AIF Skills : - Stock Broking, Equity Broking, Demat & Trading account, AIF, Mutual Funds, PMS Location : - Calicut, Trivendrum, GOA, Delhi, Surat, Ahmedabad, Bengaluru, Kochi, Mumbai

. Key Highlights of the Role: Managing and driving Demat and Investment product sales through Banca channels. Building and nurturing strong relationships with bank branches to generate consistent business. Cross-selling and up-selling financial products like Mutual Funds, Equities, and other investment solutions. Target-driven role with excellent growth prospects in the capital markets space. We are looking for professionals with 1-3 years of experience in Banca, Demat sales, or BFSI channel sales who are passionate about building long-term client relationships and driving investment product penetration.If this opportunity interests you, please feel free to share your updated resume, and I would be happy to discuss the details further. Alternatively, you can also reach me at 9840639517.

Job Description : Relationship Manager Job Summary: We are seeking an experienced Relationship Manager to join our team in a stock broking firm. The successful candidate will be responsible for building and maintaining strong relationships with existing and potential clients, providing exceptional customer service, and driving business growth. Key Responsibilities: 1. Client Relationship Management: Build and maintain strong relationships with clients, understanding their investment goals and objectives. 2. Business Development: Identify new business opportunities and develop strategies to acquire new clients. 3. Client Servicing: Respond to client queries, resolve issues, and provide timely updates on their investments. 4. Sales and Marketing: Meet sales targets and contribute to marketing efforts to promote the company's services. 5. Market Insights: Stay up-to-date with market trends, news, and analysis, and provide insights to clients. 6. Collaboration: Work closely with the research team, trading team, and other departments to provide comprehensive services to clients. Requirements: 1. Experience: Minimum 1 years of experience in stock broking, financial services, or a related field. 2. Knowledge: Strong understanding of the stock market, investment products, financial regulations & NISM Certification. 3. Communication Skills: Excellent communication and interpersonal skills. 4. Sales and Marketing Skills: Proven ability to meet sales targets and develop new business opportunities. 5. Analytical Skills: Strong analytical and problem-solving skills. Locations: Madurai and Chennai ( Preferred Madurai - Urgent) What We Offer: 1. Competitive Salary: A competitive salary package. 2. Career Growth: Opportunities for career growth and professional development. 3. Training and Support: Ongoing training and support to help you succeed in your role.

1. Seeking a Sales Manager with 5+ years in the stock market and 3+ years of team handling. 2. Strong knowledge of NSE, BSE, MCX, MF. 3. Expertise in lead/revenue generation, client relationship management, query resolution, and performance tracking Required Candidate profile Candidates with strong finance knowledge are highly preferred Immediate joiners will be given priority Attractive salary with performance-based incentives NISM certification will be an added advantage

- Acquiring HNI clients (Affluent & Super Affluent) - Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. - Partner & client meeting. HR Connect - Durga - 8072 135 893 Required Candidate profile Qualifications: Any graduate Experience: Minimum 2-3 Yrs of experience in investment products & equity Domain Knowledge: Equity & Investment Products Ready to visit in filed. Deals in premium client

Experience: 2+ years of experience in retail banking,casa, gold loan, acquisition, cross selling, field sales direct sales, NTB Sourcing or Portfolio handling Required Candidate profile Required Candidate profile - Excellent communication and interpersonal skills. - Strong customer service and relationship-building skills. Must Have vehicle and driving License

Location: Dehradun / Agra / Rishikesh / Sriganganagar Key Responsibilities: To train, support & engage with Branch resources to drive the channel acquisition numbers Will be working very closely with the Bank team of Cluster Heads, Branch Heads and the Channel employees to drive productivity of the bank employees Will be responsible for devising and convincing Bank Cluster Heads and Branch Heads for regular R&R drives to give a fillip to sales numbers Will be driving the Bank channel team to achieve the targets assigned to branches & clusters as well as focus on achieving their own target Should have team handling experience especially into number chasing domain Role Proficiencies: Graduate from Any Stream Able to act independently and be self-motivated Effective verbal and written communication and time management skills with the ability to act autonomously while being a team player. Excellent interpersonal and organizational skills. Analytical and problem-solving skills with attention to details Qualifications: 2-3 years in Financial Industry pref. Capital Markets Understanding of Indian Capital Market Team Management experience Ability to work as a part of team and contribute towards team goals Ability to manage multiple tasks/projects and deadlines simultaneously

Roles and Responsibilities 1. Liaising with Wealth RMs 2. Regular Visit to SBI Wealth Branches and Liaising with bank officials. 3. Responsible for new Wealth client acquisition 4. Marketing & Training Wealth RMs on Demat and trading a/c 5. Running the daily deliverable activities of the business ensuring achievement of KPIs and quality of service focus areas being : Client Acquisitions & Activations Desired Candidate Profile * Qualification Needed: Graduation / Post Graduation(Relevant Experience of Field, Suitable qualification will be preferred) * Relevant Experience: 2 - 3 years Experience in Selling Financial Products * Age 24 to 35 years Interested Candidates kindly share your cv to mohanraj.bhushnam@sbicapsec.com

Experience: 2+ years of experience in retail banking,casa, gold loan, acquisition, cross selling, field sales direct sales, NTB Sourcing or Portfolio handling Required Candidate profile Required Candidate profile - Excellent communication and interpersonal skills. - Strong customer service and relationship-building skills. Must Have vehicle and driving License

Maintaining daily transaction entered in Tally Managed letters of credit and bank guarantees, ensuring timely Calculated bank interest and charges, verified accuracy, and updated ERP system accordingly. Handling Demat Account, SIP Accounts.

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

Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Competencies Required- A. Good spoken and written communication B. Listening skills C. Confidence and Presentation skills D. Ability to explain information clearly and simply E. Convincing skills Essential Educational & Experience Qualification- A. Graduation / MBA in any stream with 2- 5 years of sales/dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory.

Responsible for acquiring and managing HNI clients, achieving sales and cross-sell targets, upgrading portfolios, tracking relationships via CRM, analyzing market trends, and conducting regular client and partner meetings to drive business growth.

-Experience in CASA, insurance, DMAT, SIP, as sales person -Industry – Banks, Broking and insurance -Client acquisition -Portfolio management -Market research -Cross-selling Acquiring HNI clients (Affluent & Super Affluent)

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

TEAM TARGET -Complete teams KRAs -Manage team P&L -Generate brokerage(70% of the target) 2.Cross selling TPP(THIRD PARTY PRODUCT) through team 3.Manage existing clients, acquire clients through team Should have handled a team for atleast 2 years