demat jobs in Pune, India.

Demat Account Sales – Sub Broking Partner of Arihant Capital) Key Responsibilities: - Drive direct sales of demat accounts under the sub-broking partnership with Arihant Capital. - Assist in margin collection for equity, commodity, and currency segments. - Generate revenue through brokerage and ensure consistent account ...

... target-oriented Tele Sales Executive to join our sales team. The candidate will be responsible for contacting prospective clients, generating new business, opening Demat & Trading Accounts , following up on leads, and achieving monthly sales targets. The ideal candidate should have strong communication skills, a sales-oriented ...

Key Responsibilities - Generate and acquire new customers for Demat Account opening. - Handle the end-to-end account opening process, including customer coordination and documentation. - Develop and maintain strong relationships with existing and prospective clients. - Follow up with leads through calls, meetings, and other ...

... collection from client level / branch level. - Coordination with the branches persons on risk arising of clients. - Updating RMS related file by EOD i.e. (Ledger, Demat Holding, and T1 Holding, Client Position File of Future & Curreny segment, Daily Turnover File). - Client Margin allocation in Live market according to Ledger ...

... 3 weeks ago Job 46 applicants About the job Key responsibilities: 1. Conducting field sales for investment product 2. Sell any of these products Insurance & Demat account, Mutual fund 3. Smart Reporting: Disciplined follow-ups for every visit and the ability to provide accurate, timely feedback to seniors. Skill(s) required ...

... compliance-related activities . - Assist in maintaining records and information required for statutory audits, tax audits, and other compliance requirements. - Perform Demat and Broker Reconciliations , including reconciliation of transactions, holdings, ledgers, contract notes, and other investment-related records where required. ...

... and securities movement-related queries. 3. Coordinate with Operations, Risk/Compliance, and Product teams for complex issues. 4. Resolve queries related to Demat/DP accounts, holdings, balances, statements, and corporate actions. Skill(s) required Client Relationship Management (CRM) Customer Support Effective Communication ...

... and securities movement-related queries. 3. Coordinate with Operations, Risk/Compliance, and Product teams for complex issues. 4. Resolve queries related to Demat/DP accounts, holdings, balances, statements, and corporate actions. Skill(s) required Client Relationship Management (CRM) Customer Support Effective Communication ...

... organise source documents received from clients and financial institutions. - Work with documents such as: - Broker Contract Notes - Broker Ledgers - CDSL/NSDL Demat Statements - Mutual Fund Statements - CAMS/KFintech Statements - Bank Statements - Capital Gains Statements - Transaction Reports - Other investment-related ...

... partner with leading financial platforms like Angel One, Upstox, and others to drive user acquisition, brand awareness, and promote digital trading accounts (Demat accounts). Our expertise lies in strategic marketing solutions that help companies scale their reach and effectively engage with target audiences in the financial ...