Average salary: Rs468,840 /yearly
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- ...Position Overview Job Title: Business Analyst – Investments (PMS, demat and mutual fund distribution) Corporate Title: Associate Location: Mumbai, India Role Description ~ We are seeking a highly skilled and experienced Business Analyst with deep expertise in...SuggestedFull timeFlexible hours
- ...Support clients with Capital / Stock Market-related services. Execute Depository Settlements & Delivery Instruction Slips. Process Demat & Dematerialization requests accurately. Conduct client onboarding and KYC verification as per regulatory guidelines....SuggestedFull time
- ...metrics. 2. Responsible for generation of revenues through sale of CASA and Products like Fee Income Insurance Mutual Funds Loans & Demat Accounts etc. through the Sales Channel. 3. Responsible for leading a large Sales Channel comprising of Team Leaders RMs and Sales...SuggestedFull time
- ...looking for adetail-oriented Equity Sales Executive to join our team. The ideal candidate will have experience in KYC documentation , Demat account opening , and handling clients over phone calls . You will be responsible for acquiring clients, ensuring smooth onboarding...SuggestedFull time
- ...knowledge of the stock market & trading platforms NCFM/NISM certifications (Preferred but not mandatory) Proficiency in handling demat accounts trading platforms and back-office systems Familiarity with third-party financial products such as mutual funds SIPs...SuggestedFull time
- ...Registrations: To Fill and submit printed white form copy only for new clients &DMAT. 3. Form Filling: Filling up of Forms (MF, DRF, Demat modification forms, Insurance, FD, PMS) 4. MF transactions(Demat & Physical): To submit daily transactions as per stipulated...SuggestedImmediate start
- ...documentation, ensuring accuracy and regulatory compliance. 3. Respond to client inquiries related to account status, transactions, and trading/demat activities, and resolve issues in a timely manner. 4. Promote and cross-sell financial products such as MF SIPs, insurance , and...SuggestedImmediate start
- ...swiftly and decisively to achieve objectives, ensuring timely completion of tasks. Regulatory Certifications: ~ FEDAI, NISM (Demat), and IRDA certifications are preferred or should be obtained / transferred to HSBC mapping within 3 to 6 months of onboarding...SuggestedLong term contractPermanent employmentFull timeFlexible hours
- ...a regulated environment. Desirable Skills / Preferred Qualifications: Prior experience in opening Investment, Broking, PMS, and Demat accounts. Fair understanding of RBI and SEBI regulations related to client onboarding and KYC. Experience supporting onboarding...SuggestedOngoing contractPermanent employmentFull time
- ...Requirements Equity trading Securities knowledge NCFM/NISM certification Commodity trading Proficiency in handling demat accounts Derivatives expertise Familiarity with third-party products Benefits Health insurance Provident Fund Performance...SuggestedFull time
- ...performing compliance checks and making client visits from time to time; 3. Prepare deliverables pertaining to one off assignments such as Demat, conversion of entity, alteration of MoA & AoA, review of Policies, CSR compliances, strike off, dividend payments, change of...SuggestedImmediate start
- ...Key responsibilities: 1. Demonstrate good communication skills while interacting with the clients 2. Help the clients in opening demat accounts 3. You will be paid by the commission you earn This is a wfh opportunity without any investments Skill(s) required Effective...SuggestedRemote jobPart timeImmediate startWork from home
- ...Rematerialization.2. Pledging and Hypothecation.3. Corporate Actions (Bonus, Dividend, Rights Issue).4. Settlement and Clearing Mechanisms.5. Demat account opening.6. Billing process.- Familiarity with Depository Participant (DP) operations and compliance requirements.- Familiarity...Suggested
- ...inception, the company has established itself as a preferred trading platform (for NSE & BSE), with its integrated 3-in-1 account (Trading + Demat + Savings) backed by state-of-the-art technology.Over the years, the company has won many awards and recognitions.Currently, the...SuggestedFull time
- ...an early applicant About the job Key Responsibilities: 1. Client Acquisition: Identify and approach potential clients to open Demat and Trading accounts. 2. Lead Generation: Map prospective customers and generate quality sales leads through references, networks,...SuggestedImmediate start
- ...coordinate with company secretaries. Manage dematerialisation of shares coordinate with RTAs NSDL/CDSL and maintain updated demat and shareholding records . Maintain investment registers compliance trackers and legal documentation repositories . Prepare...Full time
- ...: Client Service Analyst Location: Gurgaon, India Role Description Cash transaction processing and verifications SA/CA/ Demat account opening KYC screening Account maintenance and customer instructions processing To Handle Customer Walkins and resolve their...Full timeImmediate startFlexible hours
- ...Proven stock broking experience with hands-on exposure to trading platforms brokerage plans and KYC norms Strong understanding of demat and trading account onboarding including KYC IPV and compliance requirements Ability to explain brokerage structures margins MTF and...Contract workNight shift
- ...KYC/AML regulations and internal policy changes. Demonstrate sound understanding of various account opening processes—Bank Accounts, Demat, Broking, PMS, and Investment Accounts. To be successful in this role, you should: Possess excellent attention to detail,...Permanent employmentImmediate start
- ...KYC/AML regulations and internal policy changes. Demonstrate sound understanding of various account opening processes—Bank Accounts, Demat, Broking, PMS, and Investment Accounts. To be successful in this role, you should: Possess excellent attention to detail,...Immediate start
- ...acquisition building new relationships and increasing depth in existing relationships with clients. Selling online broking accounts- Demat account trading account. Identifying customer needs assessing their appetite and providing them investment options. Cross...Full timeImmediate start
- ...& trading platforms Strong understanding of: Equity trading Commodity trading Derivatives (F&O) Proficiency in handling demat accounts trading platforms and back-office systems Familiarity with third-party financial products such as mutual funds SIPs insurance...Full time
- ...limits and maintain multi-jurisdictional compliance calendars. Dematerialisation process (primary project): create and maintain a Demat Conversion Tracker; coordinate with investee companies RTAs and DPs to verify documentation track timelines and ensure completion within...Full timeInternship
- ...Ownership Oversee execution of client-initiated changes including: Personal details (name, address, contact info) Bank account/Demat account modifications PAN/Aadhaar/CKYC/FATCA/PEP/Nominee updates ~ Ensure changes reflect accurately across internal systems and...Full timeWork at office
- ...join our growing team in Surat. Key Responsibilities: Client onboarding, KYC validation and documentation management Handling Demat, mutual fund and investment-related operational processes Preparing reports, statements, and maintaining client records Coordinating...Long term contractImmediate start
- ...potential clients and explain services 3. Arrange and attend client meetings to promote investment products 4. Facilitate and process Demat account opening for new clients 5. Understand client financial needs and offer suitable solutions 6. Achieve assigned business...Immediate start
- ...Manager, you'll be responsible for: 1. Acquiring new clients and retaining existing ones 2. Reactivating dormant clients 3. Opening demat accounts and activating Margin Trading Facility (MTF) 4. Building strong client relationships and meeting sales targets...Local areaImmediate start
- ...Acts swiftly and decisively to achieve objectives, ensuring timely completion of tasks. Regulatory Certifications: FEDAI, NISM (Demat), and IRDA certifications are preferred or should be obtained / transferred to HSBC mapping within 3 to 6 months of onboarding Additional...Long term contractPermanent employmentFull timeFlexible hours
- ...collaboration, and influencing skills. Desirable skills / Preferred qualifications: Prior experience in Investment, Broking, PMS, and Demat account opening. Fair understanding of RBI and SEBI regulations related to client onboarding and KYC. Previous experience...Permanent employmentImmediate start
- 1. Depository Backoffice UAT 2. Demat & Remat Request Process/Execution of Physical DIS received from Client 3. Authorisation offmarket & buy back and variour transaction request 4. Pledge Unpledge Invocation Intruciton Process & File upload 5. Processing the EDIS &...Full timeWork at office