14

Demat Job Vacancies in Delhi NCR

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  • 2 - 7 yrs
  • 10.0 Lac/Yr
  • Netaji Subhash Place Delhi
Customer Relationship Leadership Skills Convincing Power Client Servicing Demat English Language
Equity Advisor BrokingKey Responsibilities: Acquire and manage retail and HNI clients for trading and investment products Maintain long-term client relationships through regular engagement and servicing Execute trades as per client instructions and ensure timely order execution Cross-sell broking products such as Equity, F&O, Mutual Funds, PMS, AIF, etc. Provide market updates, research inputs, and portfolio reviews to clients Ensure KYC, account opening, and documentation compliance Resolve client queries related to trades, margins, and settlements Achieve revenue and client retention targets Generate new client leads for Demat and Trading account openings
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Looking For Team Manager

BS2 Hire (Path of Career Solution)

Team Leader Equity Broking Stock Broker Share Broker Equity Sales Mutual Funds Demat Electronic Security Wealth Advisor Wealth Manager Team Manager HNI Acquisition HNI Sales
Sr. Team Manager / Team Leader Responsible For Heading and Running Team. Handling a team of RM, Sales Manager, Team leads, and Equity Dealer. Strategizing and promoting business development initiatives in the region. Responsible for managing and developing new branches across region. Assisting clients with regards to their Investments in Equity, commodity, currency & other 3rd party products including MF and Insurance. Ensuring Cross Selling Of All Products (equities, Derivatives, Mf Sales And IPO Sales Etc) To Existing Clients. Co-ordinate with Regional heads & cluster Managers for management discussion. Building relationships with the client & educating them about Investments if required. Accelerating client base
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Sales Executive

Urja Investment Private Limited

  • 2 - 8 yrs
  • 5.0 Lac/Yr
  • Delhi
Lead Generation Direct Sales Retail Sales Cold Calling Communication Skills Negotiation Skills Sales Demat
Responsibilities: Open and manage Trading/Demat Accounts for clients. Generate leads through calls and other sources to drive revenue growth. Build and maintain long-term relationships with clients in the stockbroking and investment sectors. Communicate regularly with clients to understand their financial goals and preferences. Address client inquiries and provide timely resolutions to issues and concerns. Identify and convert new business opportunities to expand the client portfolio. Prepare and deliver investment performance reports to clients.
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Sales Executive

Urja Investment Pvt. Ltd.

  • 1 - 7 yrs
  • Delhi
Lead Generation Direct Sales Retail Sales Demat Field Sales Communication Skills Negotiation Skills Cold Calling Convincing Power
Key Responsibilities: Open and manage Trading/Demat Accounts for clients. Generate leads through calls and other sources to drive revenue growth. Build and maintain long-term relationships with clients in the stockbroking and investment sectors. Communicate regularly with clients to understand their financial goals and preferences. Address client inquiries and provide timely resolutions to issues and concerns. Identify and convert new business opportunities to expand the client portfolio. Prepare and deliver investment performance reports to clients.
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  • 0 - 6 yrs
  • 3.0 Lac/Yr
  • Female
  • Ramesh Nagar Delhi
Equity Dealer Commodity Dealer Demat
Share market information with Demate account Opening process , Relationship Manager, Equity Delar, Derivatives market information and Commodities Market information, Existing Client follow up
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Sales Insurance Wealth Management Casa Sales Investment Demat
Cross sell Life insurance and other investment products to customers.Field visit and joint calls with Home loan managers.handling walk in branch customers.coordination with loan department
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Equity Dealer Brokerage Equity Broking Stock Broker Share Market Equity Advisor NISM Demat Stock Broking Stock Market Equity Sales Share Trading
Dear Candidate,Greetings From APEX SERVICESDesignation - Equity DealerMin Experience -1 YRS & aboveCTC - 7 LPA..Job Description: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc)Skills:-Minimum GraduationShould have a sound understanding / knowledge of capital markets.Should be result-oriented, self-starter, proactive, good communication skills.Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory.Kindly reply with an updated CV on apex.muskansingh@gmail.com if you are interested in the mentioned Job Role. you can call also on 8400586135
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  • 2 - 6 yrs
  • Gurgaon
Share Market Field Sales Equity Broking Sales Demat
Opening Demat account Responsible for Brokerage and Revenue generation Hand-holding of clients during initial phases Handle sales promotion activities from time to time . Connect with clients through calls or visiting their places and advise them on various investment products like equity, MFs, LAS, SIP, derivatives.* Regular coordination with BM/TM .* New and Inactive client services/meetings.* Must be very good in client coordination and helping them to understand the product.* Must be good in product explanation.* Lead generation through personal contacts or officials(lead can get through contest,event)
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Selling Skills Demat
HR Prince karn What's app number send me resume on this number 92296503071. Enquire about a requirement for Demat & Trading Accounts while the customer is waiting to be serviced/ when customer has been serviced.2. Activating the Demat & Trading account by providing product demonstration.3. Greet and Re-direct customers to the appropriate counters based on their service needs.4. Build an understanding of the available products/services to answer general customer quires and share the product brochures/forms with the customers.5. Maintain a list of FAQ by customers and proactively seek clarification6. Promote Demat & Trading account on the digital platforms angelone and handhold the customers. Share information on new products available on digital channels with customers.Qualification: 10th+Age : upto 29 YearSalary : Fixed CTC + Incentives
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  • 1 - 7 yrs
  • Ghaziabad
Insurance Sales Executive Demat Mutual Funds Stock Market
Roles and Responsibilities Understanding the products and services provided by the company Resolving customer complaints and queries. Providing detailed information to customers. Following up with customers with any further information. Taking feedback from the customer Maintaining a healthy relationship with the customers Delivery of team, service level components, quality, and productivity targets & indicators. People Management, as well as staff development. Problem resolution. Monitoring calls, coaching and feedback, responsibility for delivery of the defined customer experience in every call. Training and development of staff. Motivation, leadership for a team and developing future leaders. Recommendations for product and process development based on customer feedback and analysis of the same. Compiling reports on teamsperformance and customer feedback. Communicating with team and being a focal point of dissemination of information from management to team and vice versa. Work very closely with team members to solve customer problems. Understand agent's problems and weaknesses and address these. Offer solutions and suggestions for process and product improvement to management.
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Relation Manager

Finolend Business Solution Pvt. Ltd

Corporate Banking Stock Broking Sales Marketing Consultant Insurance Manager Loan Officer Loan Sales Executive Mutual Funds Sales Demat Saving Account Home Loan Executive Home Loan Dsa Channel Manager Channel Sales Manager Work From Home
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
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Mass Communication Sales Executive Telecaller Demat Team Building Banking Sales Work From Home Walk in
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.
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Equity Advisor

Recruiters Choice

Portfolio Management Equity Sales Demat Walk in
1. Knowledge of broking, operations knowledge, risk profiling of client along withtechnical and fundamental understanding.2. In-depth knowledge of Stocks, Bonds, Mutual funds.3. Cross Selling & Up selling of various products and offering by MOSL.4. Visit to franchisee on monthly basis.5. Coordination with different department (RMS, Risk, Compliance, Sales) forsmooth processing of transaction.6. Generation of brokerage.7. Generation of revenue via cross selling other products and services.Interested candidates can share resumes
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Account Opening

Angel Broking Limited

  • 0 - 1 yrs
  • 2.0 Lac/Yr
  • Noida Sector 7 D
Demat Accounts Executive Work From Home
Account opening jobSmartphone mandatoryBest job payout
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  • 2 - 6 yrs
  • 4.0 Lac/Yr
  • Delhi
Sales Direct Sales Direct Selling Direct Sales Executive Stock Stock Broking Demat Share Trading
We are seeking a motivated and dynamic Relationship Manager to join our Sales & Marketing team. The ideal candidate will have exceptional multitasking, communication, and time-management skills, and will be responsible for building strong client relationships, generating leads, and facilitating investment activities within the stockbroking sector.Key Responsibilities: Open and manage Trading/Demat Accounts for clients. Generate leads through calls and other sources to drive revenue growth. Build and maintain long-term relationships with clients in the stockbroking and investment sectors. Communicate regularly with clients to understand their financial goals and preferences. Address client inquiries and provide timely resolutions to issues and concerns. Identify and convert new business opportunities to expand the client portfolio. Prepare and deliver investment performance reports to clients.Eligibility Criteria: Education: MBA/BBA/Finance or any postgraduate degree (preferably in Marketing). Work Experience: 2 to 5 years of professional experience in Sales & Marketing or Investment Advisory roles. Skills & Competencies: o Proficiency in client relationship management and investment advisory services.o Strong knowledge of market research and sales techniques.o Excellent negotiation skills and ability to close deals.o Familiarity with CRM software and other relevant tools.o Superior verbal and written communication skills.Benefits: Attractive salary package. Performance-based bonuses. Complimentary breakfast and lunch.Contact Information: HR Contact: Iram (+9266394261) Email: hr@urjablobalinvestment.com Website: Urja Investment Pvt LtdAbout the Company:Urja Investment Pvt Ltd is a leading broking and investment firm that specializes in facilitating transactions of financial instruments for clients.
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Demat Account Opening Sales Marketing Business Development Work From Home Walk in
Hiring for 100 Demat account opening Jobs in Allahabad,Kolkata,Maharashtra,Delhi n all over india for Freshers and experienced both which is totally work from home without any charges Required Educational Qualification is : Secondary School with Good knowledge in communication,polite,telecalling etc.
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