Demat Job Vacancies in Bangalore

Join our team as a Demat Account Executive, where fresh talent can kickstart their career in finance. This part-time position offers the flexibility of working from home, making it ideal for those seeking to balance work and personal commitments.Key Responsibilities:- **Open Demat Accounts**: Assist clients in setting up their demat accounts, ensuring all necessary documentation is collected and submitted accurately.- **Client Support**: Provide prompt and helpful responses to client queries regarding account functionalities, investment options, and any issues related to their demat accounts.- **Transaction Monitoring**: Keep track of daily transactions within client accounts, ensuring that all activities comply with regulatory requirements and are recorded correctly.- **Educate Clients**: Inform clients about the benefits of demat accounts and provide guidance on how to effectively use them for trading and investment purposes.- **Record Keeping**: Maintain accurate records of customer interactions and transactions to ensure efficient account management.

The role involves acquiring new customers, promoting financial products, and building long-term client relationships.Key ResponsibilitiesAcquire customers for demat accounts through direct/field sales.Drive sales of third-party products including Insurance, Mutual Funds, SIPs, and Loans.Engage with prospective customers to promote wealth management products.Leverage marketing campaigns to build and manage a strong prospect funnel.Minimum 1-10 years of sales experience from Banks, Fintechs, Broking, Financial Services, or Insurance industries.Strong understanding of financial markets and investment products.Comfortable with new client acquisition and field sales activities.Excellent communication, interpersonal, and negotiation skills.Target-driven, self-motivated, and able to work independently as well as in a team.

Job description: Attending morning meeting to discuss strategy for the day Develop and maintain a long term relationship with clients Focus on generating new business Generate brokerage through advising clients on their equity portfolio. Need to be constantly updated with the market knowledge Ensure all the activities are in adherence as per the compliance and risk policy Periodical meeting with the ClientDesired Candidate Profile: The candidate should have a minimum degree/ diploma. Thorough understanding of Stock market. Good interpersonal, relationship management, customer service, and rapport building skills. Ability to effectively understand & communicate the product. The candidate should have ability to handle sales call independently.

Direct Responsibilities Acquire customers as per business plan Revenue Generation as per assigned Targets Acquire and upgrade knowledge on filling up KYC/new products/processes Update status of leads on Lead management system regularly Conduct sales promotion activities regularly Activation of clients Seek references from customers/prospects

Key Responsibilities: Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT. Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.

We have vacant of 100 Equity Advisor Jobs in Hyderabad,Bangalore,Mumbai Experience Required : 2 Years Educational Qualification : M.B.A/PGDM Skill Portfolio Management,Equity Sales,Demat,Equity Research, Relationship Manager Dealing,Broking,Client acquisition etc.