Demat Account Executive

**Roles and Responsibilities** - New client acquisition for Trading and Demat account. - Revenue generation through brokerage. - Cross selling of investment products like Mutual funds, SIPs, Loans, Health Insurance, Life insurance, PMS, and Advance brokerage product (as per clients needs) - Monitor and review team members' performance and help the team to...

The Sales Executive will drive the acquisition of new Demat accounts through proactive lead generation, client engagement, and effective sales strategies. This role requires a strong understanding of the financial markets, excellent communication skills, and a passion for building client relationships. **Qualifications** - Proven track record in sales,...

Calling clients. Open demat accounts Good communication skills Result oriented Freshers and experienced both can apply. **Job Types**: Full-time, Regular / Permanent, Fresher **Salary**: ₹10,000.00 - ₹20,000.00 per month Schedule: - Day shift - Fixed shift - Morning shift Supplemental pay types: - Performance bonus Ability to...

Executive / Sr. Executive – Physical Shares Transfer & Demat Operations-Full-time / Part-time / Freelance-KanpurJob Title: Executive / Sr. Executive – Shares Transfer & Demat OperationsLocation: KanpurExperience Required: 1–2 YearsJob Type: Full-time / Part-time / FreelanceJob Summary:We are looking for a highly organized and detail-oriented...

**Job Role or Responsibilities**: - Direct sales of **demat accounts for Axis Securities** and margin collection for equity, commodity and currency - Revenue generation through brokerage - To research, investigate and update clients on available investment opportunities/financial market trend to determine whether they fit into clients’ portfolios -...

**Company Overview**: Capital Via is a pure play financial market research and consulting company. We are differentiated by the stature of our diverse team. Our 20 years of legacy and values shape our future, helping to strengthen our business and bring value to our clients. Capitalvia Fintech Private Limited (CFPL) is a registered startup operating as a...

**Key Responsibilities**: - Drive direct sales of **demat accounts** under the sub-broking partnership with **Arihant Capital** & **Axis Securities**. - Assist in margin collection for equity, commodity, and currency segments. - Generate revenue through **brokerage** and ensure consistent account activation. - Manage and motivate a sales team to achieve...

Cold calling and opening demat accounts. Must have work experience in share market in a company, Experience needed - 3 months -4yrs **Job Types**: Full-time, Permanent Pay: Up to ₹25,000.00 per month **Benefits**: - Paid time off Work Location: In person

**About the Role**: **Key Responsibilities**: - Acquire new clients for demat and trading accounts through cold calling, leads, and referrals. - Promote equity, derivatives, commodities, and other financial products to retail and HNI clients. - Understand client requirements and offer suitable investment solutions. - Maintain regular follow-ups with clients...

**About the Role**: **Key Responsibilities**: - Acquire new clients for demat and trading accounts through cold calling, leads, and referrals. - Promote equity, derivatives, commodities, and other financial products to retail and HNI clients. - Understand client requirements and offer suitable investment solutions. - Maintain regular follow-ups with clients...