Demat Account Opening

Good Knowledge of Individual/Non-Individual documentation. - Opening Demat Account of clients on CDSL/NSDL - Verifying documents during onboarding of clients and solving any discrepancies if any - Data entry in system like DP,Back Office solutions of individual or Non-individual - Knowledge about all type of DP modification,nominee updates,etc. - KYC...

Location - Goregaon East Process Name: Demat Account Opening & Management - Wholesale Process Description: - Staff to be located at premises (Mumbai). - Account opening Document checking and validation. - Liaise with staff for pending documentation and ensure timely reporting & escalation of pendency. - Data entry basis client documents on various...

**We are hiring Executive Corporate Service with NBFC at Andheri Marol** **Job Title** : Executive / Sr. Executive - Corporate Services **Experience** : Min 2 Years **Salary details**: Best in industry **Qualification **:BCom, MCom (Any additional qualifications will be added advantage.) **Work timing **:09:30am to 06:30pm **Work Days**: Monday to...

**: - 100% leads will be given by the company** **- Approaching the clients regarding the demat account opening through calls.** **- Following up with the customer for the demat account opening procedure** **- Handling Queries and questions** **Job Types**: Permanent, Full-time **Salary**: ₹250,000.00 - ₹350,000.00 per year **Benefits**: - Health...

Product - Demat or trading account Designation - Digital Acquisition Executive **Job description**: - 100% leads will be given by the company - Approaching the customer regarding the demat account opening through calls - Following up with the customer for the demat account opening procedure - Handling Queries and questions **Mandates - Must be having...

**Demat Account Sales (SBI Securities)** - To source the business via allotted bank branches. - Key focus areas Acquiring broking clients (primarily on line) - Activating clients for trading post acquisition - Greet and Re-direct customers to the appropriate counters based on their service needs. - Providing clients with Demo & handhold to initiate trading...

Position - Executive - DCA - Tele caller / Location - Airoli Salary Package - 2.5 LPA **Eligibility ** - Graduation is a must Good Communication and Sales Skill is a must. **Job Description** - To connect with the prospects / clients via Online leads and convert the same to customer - Connect and follow up on the leads assigned to generate client...

Data entry operator for mulund west, Who has computer knowledge. ready to work for 10-7 or 11-8 job. If have Demat account opening knowledge is well and good. KYC related work. need to update KYC data in software. **Salary**: From ₹12,000.00 per month **Benefits**: - Flexible schedule Schedule: - Day shift Supplemental pay types: - Performance...

Designation - Sales Executive Job role and Responsibility - Handling Cold calls. - Guiding Clients regarding the demat account. **Job Types**: Full-time, Permanent, Fresher **Salary**: ₹150,000.00 - ₹250,000.00 per year **Benefits**: - Health insurance - Life insurance - Provident Fund Shift: - Day shift - Fixed shift - Morning shift Supplemental...

Dmat Account Opening Process. To connect with the prospects / Clients via Online leads and convert the same customer. Explain the product to the client and solve any queries for opening Demat & Trading account. Update the data base and lead disposition in to LSQ on regular basis. You can also call on this number 9326864747/9594330774 **Job Types**:...

Opening/Closure and reactivation of Trading and Demat Account for stockbroking company. - Data Entry for New Account. - Internal & External Coordination for Documentation, Maintaining MIS, Objection Clearance. **Job/ Technical Competencies**: - Proficiency in MS Word & MS Excel - Vigilant - Soft Spoken - Team Player - Good Communication Skills - Quick...

**Roles and Responsibilities** - Hi,Greetings from Alianza Consultants!!We have an opening for the Position of - **Accounts Executive & Accounts Manager**for our Multiple Clients for - **Mumbai**location.Location - **Andheri, Grant Road, Charni Road, Nariman Point, Marol, Chakala** This openings are for - **Corporate (3 Openings) and CA firms (5...

**Company**: Future tech **Location** Mumbai **Experience** 8-10 Years **Key Skills** Investment Accounting, Investment Banking, financial reporting, Finance, accounting **Position: Investment Accounting & TAX** **Qualification: CA** **Experience: 7 to 10 years** **Location: Mumbai** **Job description** **Responsible for Individual & corporate...

Ø Making a pre-budgeted no of outbound calls. Ø Responsible for managing assigned number of leads and opening targeted number of demat Accounts. Ø Online documents uploading and getting it processed. Ø Also in a given ratio accounts need to be activated thru getting margin in to it. Ø Providing clients with Demo & handhold to initiate trading activities...

Roles & Responsibility: As an onboarding official, your responsibilities will revolve around but not be limited to – Job Responsibilities –  Verification of PMS & Demat Account opening of Individual, NRIs, Non-Individual clients Verification of AIF forms & Co-ordination with RTA-CAMS team for further processing Co-ordinating with regional...

Role - Completion of Know Your Customer (KYC) for every new relationship acquired - Work in conjunction with the assigned service relationship manager to execute and complete all documentation related to account opening - Regular client meetings for completion & in-person verification of KYC related documentation. - Understand the product key features,...

**Roles and Responsibilities** - Hi,Greetings from Alianza Consultants!!We have an opening for the Position of - **Accounts Executive **for our Multiple Clients for - **Mumbai**location.Location - **Andheri, Malad, Grant Road, Charni Road, Nariman Point** This openings are for - **Corporate (3 Openings) and CA firms (5 Openings)** **- Obtain and maintain a...

Generating leads And approaching them regarding Demat account, products of the company (field work-Open market) - Handling client meetings & client acquisition - Reporting to the location Assigned **Job Types**: Full-time, Permanent **Salary**: ₹20,000.00 - ₹350,000.00 per month **Benefits**: - Health insurance - Leave encashment - Life insurance -...

Responsibilities: 1.Identify potential clients and convert them into customers 2.Open Demat accounts for clients and ensure all necessary documentation is in place 3.Provide clients with information about Demat services and assist with any queries Cross-sell related financial products such as mutual funds and insurance to existing clients 4.Maintain...

Company Name - Motilal Oswal Designation-Relationship Manager ( Sales ) Job Description - Generating leads And approaching them regarding Demat account, products of the company (field work-Open market) - handling client meetings & client acquisition - Reporting to the location Assigned **Job Types**: Full-time, Regular / Permanent **Salary**:...