Demat Account Executive Jobs

Roles and Responsibilities Acquire customers for Demat and Trading Account and generate revenue through brokerage. Manage relationships of an existing portfolio of clients to up-sell and cross-sell differentproducts such as mutual funds Acquire new customers through active referrals from clients in existing portfolio andself-generated leads and thereafter adds these clients to his/her existing portfolio for futurecross sell Conduct regular Client Meetings & update the same in the meeting tracker Be active in scouting leads, converting them into meetings to onboarding and finallyconverting them to sales. Track customer complaints/queries and turnaround times for customer satisfaction.

1. Assist clients in opening demat accounts and completing necessary documentation.2. Educate clients on the benefits and features of demat accounts, as well as investment opportunities available through the platform.3. Provide personalized assistance and support to clients regarding account queries, transactions, and account maintenance.4. Collaborate with the sales team to identify opportunities for upselling or cross-selling additional financial products or services.5. Stay updated on market trends, regulatory changes, and new products to effectively address client inquiries and concerns.6. Ensure compliance with all regulatory guidelines and internal policies related to demat account operations.7. Maintain accurate records of client interactions, transactions, and account details in the company database.8. Assist in resolving any issues or discrepancies related to demat account operations in a timely and professional manner.9. Participate in training sessions and workshops to enhance product knowledge and customer service skills.10. Collaborate with other departments, such as compliance and operations, to streamline processes and improve overall customer experience.

We are seeking a dynamic and results-driven Sales Executive to join our team.The ideal candidate will have experience in Demat field sales and a comprehensive understanding of financial products. As a Sales Executive, you will be responsible for driving sales, acquiring new clients, and expanding the company's market presence in the equity broking domain.Responsible for generation of revenues/no of accounts through sale of Online Trading , Demat Accounts and Third Party Products like Mutual Funds, etc through the Sales Channel.Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics.Responsible for leading a large Sales Channel comprising of Team Leaders and Sales.Executives and ensuring Recruitment, Training, Retention and Mentoring of Sales teams.Background in order of preference1. Banking2. Financial ServicesMust Have +1 Year of experience in same Sector.Must Have worked with Firms like Zerodha Angleone Grow....

Job Summary:Seeking a dynamic professional to assist clients in opening Demat accounts with Axis Direct. The role involves guiding customers through the KYC process, verifying documents, and ensuring smooth onboarding.Key Responsibilities:Assist customers in opening Demat accounts.Explain features, benefits & documentation requirements.Verify documents & ensure compliance.Address customer queries & follow up for activation.

The purpose of opening a Demat account is to hold shares that have been bought or dematerialised (converted from physical to electronic shares), thus making share trading easy for the users during online trading

Indias diverse and comprehensive financial services industry is growing rapidly, owing to demand drivers (higher disposable incomes, customized financial solutions, etc.) and supply drivers (new service providers in existing markets, new financial solutions and products, etc.). The FNBS INDIA (Finolend Business Solution Pvt. Ltd.) comprises several key sub segments. These include, but are not limited to- mutual funds, pension funds, insurance companies, stock-brokers, wealth managers, financial advisory companies, and commercial banks- ranging from small domestic players to large multinational companies. The services are provided to a diverse client base- including individuals, private businesses and public organizations.Note: We are startup company, providing free of cost Banking Services at door step to our Client.We do not provide direct Banking Facilities, we do help to our clients to make Right decisions to avail the Needful Banking products, we are not a Bank, NBFC or any other Financial platform.We are just service provider to make customer's easier way to get Banking services at Door step without pay any service Fees.GENERAL DESCRIPTION Sales Executive Team Handling Sales Target Achievement on Daily Basis Target Must be Achieved at least 80% of Given Monthly Target to justify the Salary Payout Knowledge of Savings Bank Accounts, Credit Cards, Demat Accounts, Loans, Insurance Etc. must be Good.WORK EXPERIENCE REQUIREMENTS Two or more years experience with Open Market sourcing and Team Handiling Experience of Same aligned Products like Saving accounts, Credit cards Etc. Must be Required Having a good Market and Customers Types & Relation Network

Earn Money 30k to 80k per Month

Account opening jobSmartphone mandatoryBest job payout

Job Openings for 100 Demat account opening Jobs for Freshers and experienced both are available in West Bengal,Maharashtra,Delhi,Dehradun,Pune,Sikkim,Lucknow,Allahabad,Himachal Pradesh,Andhra Pradesh,Karnataka,Punjab,Uttar Pradesh,Bihar,Patna which is totally work from home. Both salaried n non salaried is available over here. Educational qualification of : Higher Secondary, Secondary School, Vocational Course, Diploma, Advanced/Higher Diploma, Professional Degree, Other Bachelor Degree with Good knowledge in Communication,Telecalling sales executive,Telecaller,Demat,Team Building etc.