30 Trading Account Jobs

Urgent Job opening for Acquisition RM for Mumbai, Delhi & Ahmedabad. Department: PCG Salary upto 12 LPA About the role This role is responsible for acquiring new clients, offering broking and investment services, and ensuring the growth of the company's client base. This role focuses on building relationships, providing expert financial advice, and achieving acquisition and revenue targets. The ideal candidate should possess strong financial market knowledge, excellent interpersonal skills, and a proven track record in client acquisition. Key Responsibilities: Client Acquisition and On-boarding: Identify, prospect, and on-board new clients through networking, referrals, and market research. Conduct meetings with potential clients to understand their financial objectives and introduce suitable financial products. Ensure a seamless on-boarding process for new clients, including KYC compliance and account activation. Sales and Revenue Generation: Achieve quarterly targets for client acquisition and revenue generation. Cross-sell and upsell financial products such as equity, derivatives, mutual funds, fixed-income products, and insurance. Actively promote brokerage services to increase trading volumes and client participation. Relationship Management: Build and maintain long-term relationships with new and existing clients by offering personalized financial solutions. Regularly communicate with clients to provide updates on market trends, investment strategies, and portfolio performance. Resolve client with satisfaction. Qualifications: Education: Post-graduation the finance/marketing field. Certifications such as NISM (Equity Derivatives, Mutual Funds), AMFI, or equivalent are preferred. Experience: 3-10 years of experience in client acquisition, sales, or business development in the financial services or broking industry. Proven track record of meeting or exceeding sales and acquisition targets. Skills and Competencies: Strong knowledge of financial markets, trading platforms, and broking products. Excellent communication, negotiation, and interpersonal skills. Goal-oriented, self-motivated, and ability to work under pressure in a target-driven environment.

JOB DESCRIPTION Job Details: Job Title: Investment Counsellor Role Description: Investment Counsellor is the brand Ambassador of the company. It's very important that Investment Counsellor understand basic tricks of job. Thorough on the market. Very Strong in Channel Management. Influencing the Channel & achieving the revenue Targets. Driving business in the designated territory through sales of various investment products using the allocated bank channels To assist bank RMs in new client acquisition, building new relationships and increasing depth in existing relationships Continuous training of Channel on products & processes to get maximum output. Specific Role Responsibilities / Core Duties: 1. New Client acquisition through Bank Channel Partner 2. Achieve revenue targets 3. Activate bank channels in designated territory 4. Relationship Management with all the bank team members 5. Aligning activities in line with bank activities to maximize business numbers 6. Keep abreast of the Products, market news, financial trends, and current affairs 7. Training to Bank Channel Partners 8. Joint client call with Bank channel Partner 9. Lead generation activity with Bank Resource 10. Business MIS & Reporting 11. Upgrading Skills & knowledge Skill Sets: Education Qualifications: Graduate / Postgraduate/MBA Marketing & Finance Work Experience Required: 2 to 5 Years Language Reading/Writing/Speaking: English, Hindi, Regional Language Knowledge: Market, Economy, All product offerings, financial terminology Market, Economy, All product offerings, financial Skills: Communication, Public Relations, Relationship Management, Orientation, Leadership, Good sales acumen, Negotiation, Closing, Interpersonal skill, Presentation, Persuasion, Patience, Oratory. Listening Abilities: Well-read person, commanding Language, Influencing the Channel Partners, Passionate for subject Personality traits: Smiling Personality, Well dressed, mixing nature & conducive environment, Trustworthy, Integrity, Ethical Honesty, Integrity, Organized, Disciplined Personality traits: Quick Learner, Decisive, Good & Clear Communication Skills. Interested candidates can send their CVs on: neha.pawar.ext@ysil.in

Role & responsibilities Key Responsibilities 1. Ensuring opening of Online Demat Account 2. Maintain Relationship with Trading Customer 3. To keep abreast with the market knowledge and market intelligence. 4. Responsible to ensure all activities are in adherence as per Compliance & Risk. Preferred candidate profile Fresher Recently passout This Job comes under NAPS with 1 Year Internship Perks and benefits As Per company Norms

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

1) The candidate will be responsible for Demat & Trading account opening, 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. Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts Location : - Delhi, Ahemdabad, Trivendrum, Bengaluru, Hyderabad, Pune, Kochi, Jaipur, Indore

1) The candidate will be responsible for Demat & Trading account opening, 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. Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts Location : - Delhi, Ahemdabad, Trivendrum, Bengaluru, Hyderabad, Pune, Kochi, Jaipur, Indore

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 5) 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. 6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges. Skills : - Team Managemeant, Acquisition of Demat & Trading Accounts, Knowledge of Investment Products (Mutual Funds, PMS, AIF, Structured Products), Equity Sales, Broking, Demat, Stock Broking, Equity Sales, Trading Accounts, Mutual Funds, PMS, AIF, Structured Products Location : - Ahemdabad, Delhi, Trivendrum, Bengaluru, Hyderabad, Kolkata, Pune, Jaipur, Indore, Kochi

1) Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiringclients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needsas per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and place orders on behalf of customers. 10) Making confirmation of orders and trades done during the day to clients. 11) Acquiring new clients through existing clients referrals. 12) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 13) Responsible for collecting margins/ market-to-market loss. 14) Follow guidelines of Risk management and Settlement 15) Ensure compliance as per various regulator and organization guidelines. Minimum 3 year - In a Equity Stock Broking Firms

1) Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and place orders on behalf of customers. 10) Making confirmation of orders and trades done during the day to clients. 11) Acquiring new clients through existing clients referrals. 12) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 13) Responsible for collecting margins/ market-to-market loss. 14) Follow guidelines of Risk management and Settlement 15) Ensure compliance as per various regulator and organization guidelines.

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.

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

Requirement ID: TMHR0019 Job Title: Senior Accountant Department: Finance & Accounts Location: Bldg. No. "AP-1", Rajlaxmi Commercial Complex, Village Kasheli, Tal, Bhiwandi Job Time : 10 AM to 7 PM Job Summary: We are looking for a detail-oriented and experienced Senior Accountant to join our Finance & Accounts team in Thane kalher. The ideal candidate will be responsible for maintaining accurate financial records, ensuring compliance with accounting standards, and supporting month-end/year-end closing processes. This role plays a key part in supporting financial health and decision-making within the organization. Key Responsibilities: • Conduct monthly and quarterly account reconciliations to ensure accurate ledger maintenance. • Prepare monthly, quarterly, and annual financial reports • Reconcile Balance Short Accounts. • Ensure compliance with statutory law and financial regulations • Coordinate with auditors and assist in audit processes • Working knowledge of internal auditor processes. •Knowledge of individual written filing and finalizing the book of accounts. • Analyze financial data and recommend improvements or cost-saving strategies Qualifications: Education: • Bachelors degree in Accounting, Finance, or related field Experience: • 48 years of relevant accounting experience • Preferably experience in the manufacturing, trading, or logistics sectors Skills: • Strong knowledge of accounting principles and standards • Proficiency in Tally ERP, MS Excel, and financial reporting software • Excellent analytical and problem-solving skills • Strong attention to detail and organizational skills • Ability to manage multiple priorities and meet deadlines Preferred Qualifications (if any): • Knowledge of GST filing and other statutory compliance • Experience in handling internal and external audits Compensation: • Salary: 31,000 to 60,000 per month (Based on experience and skill set) • Work Location: Thane kalher, • Gender Preference: Male • Age Group: 31–50 Years About the Company: TOPMAN INTERNATIONAL LIMITED is a textile and garment manufacturing and trading company based in Mumbai, India. We specialize in producing high-quality textiles and garments for both domestic and international markets. Our commitment to innovation, sustainability, and excellence sets us apart in the industry. INTERESTED CANDIDATES: Please fill the below Google Form to get a callback from HR: https://forms.gle/caSkaA9A7XMfDbCRA Role & responsibilities Preferred candidate profile

JOB DESCRIPTION Job Details: Job Title: Investment Counsellor Role Description: Investment Counsellor is the brand Ambassador of the company. It's very important that Investment Counsellor understand basic tricks of job. Thorough on the market. Very Strong in Channel Management. Influencing the Channel & achieving the revenue Targets. Driving business in the designated territory through sales of various investment products using the allocated bank channels To assist bank RMs in new client acquisition, building new relationships and increasing depth in existing relationships Continuous training of Channel on products & processes to get maximum output. Specific Role Responsibilities / Core Duties: 1. New Client acquisition through Bank Channel Partner 2. Achieve revenue targets 3. Activate bank channels in designated territory 4. Relationship Management with all the bank team members 5. Aligning activities in line with bank activities to maximize business numbers 6. Keep abreast of the Products, market news, financial trends, and current affairs 7. Training to Bank Channel Partners 8. Joint client call with Bank channel Partner 9. Lead generation activity with Bank Resource 10. Business MIS & Reporting 11. Upgrading Skills & knowledge Skill Sets: Education Qualifications: Graduate / Postgraduate/MBA: Marketing & Finance Work Experience Required: 1 to 3 Years Language Reading/Writing/Speaking: English, Hindi, Regional Language Knowledge: Market, Economy, All product offerings, financial terminology Skills: Communication, Public Relations, Relationship Management, Orientation, Leadership, Good sales acumen, Negotiation, Closing, Interpersonal skill, Presentation, Persuasion, Patience, Oratory. Listening Abilities: Well-read person, commanding Language, Influencing the Channel Partners, Passionate for subject Personality traits: Smiling Personality, Well dressed, mixing nature & conducive environment, Trustworthy, Integrity, Ethical Honesty, Integrity, Organized, Disciplined Personality traits: Quick Learner, Decisive, Good & Clear Communication Skills. Interested Candidates can e-mail their CV on: neha.pawar.ext@ysil.in

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