Demat Jobs

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 Responsibilities and requirements :Acquire 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.

We are seeking a dedicated Computer Operator for our Bhubaneswar office. This full-time position is ideal for freshers, particularly female candidates who have completed their 12th grade education. Key Responsibilities:1. Data Entry: You will be responsible for entering various types of data accurately into computer systems, ensuring that information is up-to-date and error-free.2. Record Management: Maintain and organize electronic and physical files. This includes sorting, retrieving, and archiving documents as needed.3. Software Operation: Familiarize yourself with different software applications to perform tasks efficiently, such as spreadsheets, databases, and word processors.4. Communication: Interact with team members and supervisors to understand work requirements and report any issues or challenges.5. Troubleshooting: Assist in basic troubleshooting of computer and software issues, ensuring minimal downtime and maintaining productivity.Required Skills and Expectations:Candidates should have a basic understanding of computer operations and familiarity with Microsoft Office Suite, including Word and Excel. Good communication skills, both verbal and written, are essential. Attention to detail is crucial in ensuring accurate data entry and record management. A positive attitude and willingness to learn are important, as you will be working closely with a team in a dynamic environment. Adaptability and time management skills are also required to handle multiple tasks effectively.

We are looking for a Sales Executive to join our team in Sector 63. This position is ideal for candidates with 0 to 2 years of experience who have completed their 12th grade and are eager to develop their sales skills in a full-time, office-based role.**Key Responsibilities:**- **Identify Potential Clients:** Research and find new clients who may benefit from our products or services, helping to expand our customer base.- **Build Client Relationships:** Develop and maintain strong relationships with clients through regular communication, ensuring their needs are met effectively.- **Conduct Sales Presentations:** Present our offerings clearly and persuasively to potential clients, highlighting the benefits and solutions we provide.- **Achieve Sales Targets:** Work towards achieving individual and team sales goals, contributing to the overall success of the sales department.- **Assist with Customer Queries:** Respond to client inquiries and provide assistance regarding products or services, ensuring a positive customer experience.**Required Skills and Expectations:**Candidates should possess strong communication skills, both verbal and written, to convey information clearly. A friendly and approachable demeanor is essential for building relationships with clients. Basic knowledge of sales processes and techniques is preferred but not mandatory. Being organized and detail-oriented is important for managing client information and sales data. A proactive attitude towards learning and adapting to the sales environment will greatly benefit your success in this role. Candidates should also be comfortable working in an office setting and collaborating with team members.

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.

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

* To generate revenue from sales of financial products like equity, mutual fund, bonds etc.* Advise and update the client on various investment opportunities from time to time* Responsible for promotion products such as D-MAT, TRADING, MUTUAL FUND & INSURANCE.* New client prospecting through cold calling ,appointment ,reference etc.* Updated client with research report on new schemes IPO & MARKET TRENDS.* Provide investment application forms to client and assist them in filling.* Arranging investment awareness seminars.* Prepare daily sales report and send to branch head .Analysing the clients financial needs & advising* on the same* Acquiring new clients* To generate revenue by meeting the targets set by the superiors* Keeping up with the latest issues of Mutual Funds NFOs,SIP, IPOs, Life Insurance, General* Insurance, Bonds, FDs, NCDs & informing the same to the client regular on basis* Good convincing ,communication skills* Prefer candidates working in broking / mutual fund / insurance field.

Job Description:We are looking for a *Demat Account Associate* who has a keen interest in the *stock market* and *financial products*. The ideal candidate should possess good communication skills and a passion for sales and client handling.---Key Responsibilities:* Assist clients in opening and managing Demat and trading accounts, KYC's * Provide guidance on mutual funds, SIPs, and stock market investments.* Maintain strong relationships with existing and potential clients.* Handle client queries and ensure excellent customer service.* Meet sales targets and contribute to team goals.---*Requirements:** Basic understanding of *stock market, mutual funds, and Demat accounts*.* Strong communication and interpersonal skills.* Ability to handle clients confidently and professionally.* Freshers with financial knowledge or interest are encouraged to apply.* Candidates with 13 years of experience in financial services or sales will be preferred.---*Benefits:** Fixed salary + *performance-based incentives*.Career growth opportunities in the financial sector.* Exclusive industry based training and learning support.* Dynamic and supportive work environment.* Domestic and International Trips.* Sponsorship for NISM certificates .* Exclusive coupons and gift vouchers for top performer's.

Roles and Responsibilities:New client acquisition for Trading and Demat accountRevenue generation through brokerageMonitor and review team members' performance and help the team to achieve maximum business resultsMaintaining client relationshipsRemain updated about the latest investment products and market trendsTo guide the client about the suitable investment/trading products as per the client's profileTo ensure the achievement of the Acquisition Targets of HNI clients, Retail clientsQualification, Experience, CTC:Any Graduate/Any Post GraduateExperience in the Broking/Securities/Advisory industry is a MustWork from the Office15,000 to 30,000Walk-In Interview Details:Monday to Friday - 9 AM to 5 PMVenue - 9th Floor, NRK Business Park, Vijay Nagar, Indore

Investment products sales

Dear Candidate,Hope you are doing well.Urgent hiring Relationship ManagerImmediate @F2F Interview & Joining. Contact: 9123343283 (Call or Whatsapp)Please share your cv on nehadas.bnh@gmail.comJob Title: Relationship Manager Equity, Demat & Trading SalesKey Responsibilities: Acquire and manage clients for demat and trading accounts Drive revenue through equity and derivatives sales Provide basic investment advisory and market updates Promote broking products like mutual funds, IPOs, SIPs Ensure client servicing, KYC compliance, and account activation Support clients in using online trading platforms

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.

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.

Share market information with Demate account Opening process , Relationship Manager, Equity Delar, Derivatives market information and Commodities Market information, Existing Client follow up

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.

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.

Hiring Sales Professionals for India's Leading Company!Roles and responsibilities:: New client acquisition to acquire 7-8 new clients per month from open marketCross selling of third party investment productsRevenue generation revenue to be generated from the all the products from sourced accountsRequired Candidate profile::Experience: 1+ Year in BFSI Sales, Marketing in any domainGraduation CompulsoryStrong leadership and communication skillsGoal-oriented with a focus on resultsFor more info.CALL: 84888 33693

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

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

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

The role involves acquiring new customers, promoting financial products, and building long-term client relationships.Key Responsibilities and requirements :Acquire 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.

The role involves acquiring new customers, promoting financial products, and building long-term client relationships.Key Responsibilities and requirements :Acquire 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.

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.

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.

About the Company:*Mint Capital is a premier financial services organization and an authorized partner of Angel One, one of Indias leading stock broking and wealth management firm. We specialize in client acquisition, investment advisory, and trading services providing individuals with comprehensive financial solutions and the right investment guidance.---*Role Overview:*We are seeking *experienced and result-oriented Relationship Managers* to join our financial Investment team. The role involves engaging with potential clients, understanding their financial goals, and offering appropriate investment solutions in *Demat accounts, stock trading, mutual funds, and SIPs*.This position is ideal for professionals with strong financial knowledge and a passion for client interaction and revenue generation.---*Key Responsibilities:** Conduct field and telephonic meetings with potential clients to promote *Demat & trading account openings*.* Guide clients on investment opportunities, mutual funds, and stock market products.* Understand client requirements and provide customized financial solutions.* Achieve monthly and quarterly sales and brokerage targets.* Maintain regular follow-up and ensure *high client satisfaction* and *retention*.* Stay updated with market trends and product knowledge to better serve clients.* Collaborate with the internal operations team to ensure smooth onboarding and service delivery.---*Desired Candidate Profile:** *14 years of experience* in financial sales, broking, wealth management, or investment advisory.* Strong understanding of *stock markets, mutual funds, and Demat operations*.* Excellent communication and presentation skills with a customer-centric approach.* Ability to work independently and achieve assigned targets.* Candidates with *NISM certification* (Series V-A, Mutual Fund Distributor, or Equity Derivatives) will be preferred.* Should be comfortable with field meetings and client acquisition.---*Qualifications:** Graduate or Postgraduate in Finance, Commerce, Economics, or Business Administration.---*Perks & Benefits:** Attractive *Fixed Salary + Lucrative Incentives*.* Excellent *career growth and learning opportunities*.* Exposure to *diverse financial products* and client categories.* Supportive and growth-driven work culture.* Quick Vertical Growth.* Rewards- Domestic & International Trips, Coupons and gift vouchers.

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.