403 Brokerage Jobs - Page 13

Channel Partner Onboarding & Management Client Relationship Management & Deal Closure Reporting & Market Intelligence Event Coordination & Campaigns Strong relationships within the broker network, organizing campaigns, Prospects to Meet sales target Required Candidate profile Bachelor’s or Master’s degree. 1–3 years of experience in real estate sourcing or channel sales Knowledge of the local real estate market and broker network Proficiency in MS Office and CRM tools

Job Description: Inviting dynamic and experienced relationship managers to be part of our team at Religare Broking ltd. • We are looking for an experienced Relationship Manager, who is passionate about enhancing our customer experience and dedicated to fostering a positive customer experience. • If you are an empathetic individual, willing to put yourself in our customers shoes, and passionate about solving their issues for the best possible experience, youre the perfect match for us. • We provide a competitive compensation package, including perks and opportunities for career advancement. • We are committed to diversity and equal opportunities and encourage candidates from all backgrounds to submit their applications. **Your Role: • Actively establish and maintain positive relationships with existing clients by providing exceptional customer service, listening to their needs, and addressing their concerns. • Manage client accounts and act as the key point of contact from the company. • Conduct in-depth market research and analysis to understand the client's needs, preferences and trends in the industry. • Collaborate across departments such as sales, marketing and product development to ensure that the client's needs are being met. • Generate new business and revenue opportunities through cross-selling and upselling. Your Responsibilities: • Identify client demands and develop strategies to meet them. • Find key personnel in client companies to establish profitable relationships. • Approach potential customers to cultivate fruitful relationships. • Support high-quality sales, supply and customer service operations. • Revenue generation - Responsible to generate brokerage primarily through advising clients on their portfolio. • Compliance - Maintain high level of compliance as per company norms. Interested candidates kindly share your updated CV's on tanvi.patil@religare.com

Part of Pro-Equities team Spark Family Office/Wealth Management Must have a passion for Equities, having worked extensively with UHNI clients in advising portfolios Must have strong client relationships built over the years and must facilitate transition them to SPARK PLATFORM. Primary business Listed Equities based brokerage. Work with the Research, Technical product team to take to market the recommendations. To work in sync with the Dealing team to execute the trades. Other areas to focus - Distribution of wealth products earn commissions Responsible for overall business and PL for Private Client Group (can be mutually worked upon) Set Meet revenue targets at product level and ensuring to meet targets set throughout the year. Should be proficient with knowledge of capital markets as well as third party products such as AIF, MF, PMS, Insurance etc. (mechanics, commercial structures etc.) Holding strong exposure in Wealth and Equity Markets Handle trading and maintaining relationship with new existing clients, Advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for the short / medium term tips and market related information Advising the clients to invest in the right investment scheme depending upon their future needs and returns. Review customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Candidate to be from Securities or relevant Equities back-ground led organisation such as Institutional Equity Houses Post graduate with minimum 7-15 yrs exp Should possess strong networking relationship building skills Close

EQUITY DEALER : Must be from broking industry, having experience of 2-3 years NISM 8 mandatory Stability is mandatory Notice Period - max to max 45 days Cross selling 6. Client base must be there Interested Candidates can Contact Miss MANSI YADAV Contact No.- 7428 895 061 E mail I'd - mansi.y@upusglobalservices.com

Job Description : Must be from broking background 07 team's members must be there (04 RM/ ED or 03 RM/ ED) And team has to move with him Having 10 years of experience and in last organization 5-4 years must be there Stability is must Interested Candidates can contact to MISS MANSI YADAV Contact No. 7428 895 061 E mail I'd - mansi.y@opusglobalservices.com

Globe Capital is hiring for AVP / Branch Manager / Team Manager / Sales Manager / Wealth Manager / Relationship Manager - Equity Sales. Industry : Broking Functional Area : Financial Services Salary : No Bar for the right Job Description:- Relationship Manager / Wealth Manager - Equity Sales Maintaining the relationship with the customers. To cross-sell the investment party products. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company. Generate revenues and AUM for the company as per the expectation. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Job Description:- Sales Manager / Team Manager- Equity Sales Leading a team of Relationship Managers Responsible for revenue generation for the branch customer relationship management and recommending various financial products and services (equity, Commodity, SIP, mutual fund, fixed deposit Bonds, PMS,) to the clients. Should be well verse with capital market and strong hold on equities. Straitening monthly business along with driving daily revenue and other KRAs . Review every 15 days on set targets also attends their queries or issues if any. Join them on large client meet. Co-coordinating with RMs on regular basis for client sourcing with team, taking seminars for branch customers. Also co-ordinations for day to day activity. Motivating the team to achieve business target Handling new client queries and acting as the face of the business. Working with the sales and marketing team to drive sales forward. Mentoring and training up junior and new staff. Monitoring & reporting on standards & performance targets. Weekly team meetings, focusing on targets & achievements. Implementing new initiatives. Involved in the recruitment of new staff. Praise team members and creates positive work environment. Ensuring all administrative and IT records are entered and updated correctly. Providing prompt and accurate information on individual performance. Revenue generation for the branch as well as the customer relationship management responsible for P&L of the branch. Job Description:- AVP- Equity Sales Developing and Managing team. Make strategic planning to grow Business for the all B2C & B2B Branches. Advising clients on profitable Investment opportunities for Equity, Commodity and currency products Keeping in touch with customers through personal visits, telephone calls and correspondence. Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity, products and services. Attending and contributing at sales meetings. Measuring customer satisfaction levels. Answering product related questions from customers. Taking on complex customer issues and resolving them.

Role & responsibilities Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Provide clients with market insights and investment advisory services based on current financial conditions. Acquire new clients through referrals from existing customers. Reactivate inactive clients through consistent follow-ups and engagement strategies. Ensure timely collection of margins and market-to-market losses. Preferred candidate profile Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a solid understanding of financial products and market trends. Must not have any self-trading experience. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and achieving sales targets. Prior experience in the broking industry is essential. Regards, Sandipa 7980475998

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

Regulatory compliance adherence. • Ensuring profitability at a branch level unit. Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA Required Candidate profile Fresher can't apply Graduation is a must Age must be in between 21-33 Any industry from sales experience 1 to 4 Years BFSI work experience preferred Good communication & interpersonal skills Perks and benefits Fixed package Incentives Medical Insurance Coverag

Job Information Job Opening ID ZR_1605_JOB Date Opened 01/12/2022 Industry Technology Job Type Work Experience 2-4 years Job Title Trade Advisor-Dealer City Bangalore Province Karnataka Country India Postal Code 560002 Number of Positions 4 LocationChennai, Cochin, Hyderabad, Bangalore Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf. Building relationships with the client & educating them about Investments. Responsible for achieving brokerage. New Client Acquisition Executing Trades Orders. Advising client based on Research report check(event) ; career-website-detail-template-2 => apply(record.id,meta)" mousedown="lyte-button => check(event)" final-style="background-color:#2B39C2;border-color:#2B39C2;color:white;" final-class="lyte-button lyteBackgroundColorBtn lyteSuccess" lyte-rendered=""> I'm interested

We are seeking a motivated and experienced #Relationship_Manager specializing in Equity to join our team in Delhi (Pitampura / Karol Bagh) Requirements: Minimum 1 year of experience in equity markets. NISM certification is mandatory. Ability to analyze financial data and market trends. Proactive and client-focused attitude. Job Description: Acquire New Clients / Franchisee # Responsible to generate brokerage primarily through advising clients on their equity portfolio # Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business # Will need to be constantly updated with the market knowledge # Ensure all the activities are in adherence as per compliance and risk. # Keeping the clients updated on their orders # Crossing selling third party products like Mutual fund, SIP, and PMS # Candidate should have good communication skill Interested candidates Connect with me at neha.karn@nirmalbang.com Contact: +91-8454800958 | (L) 011-41320715 Regards, Neha Karn Senior Executive - HR Nirmal Bang Securities Private Limited 10185A, Mezzanine Floor, Arya Samaj Road Karol Bagh, New Delhi-110005 neha.karn@nirmalbang.com| www.nirmalbang.com Join us in shaping the future of finance!

Location: Pune (candidate should be open to visiting the client office as and when required) Experience 6-10 years’ experience Mandatory skills Understanding of insurance, preferable understanding of Employee Benefits insurance Creating BRDs, FRDs, and Use Cases/User Stories Process Mapping (As-Is / To-Be) Conducting stakeholder workshops Defining and validating Acceptance Criteria Agile/Scrum Ceremonies (backlog grooming, sprint planning, etc.) Role Overview Systems Analyst The Systems Analyst plays a pivotal role in Clients strategic technology initiatives driving the design and delivery of complex application solutions They will lead requirements elicitation creating system designs and refining with the development team in an Agile context The SA will work within an Agile team consisting of a Squad Lead Developers and Quality Assurance Engineers creating features and user stories to a technical level enabling the team to refine and deliver those stories Key Responsibilities Identify potential solutions and prepare proposals for modifying or creating in house developed systems and integrating third party systems Convert proposed solutions into functional designs including technical details on UI process validation transmission and storage Work closely together with technical staff such as Architects and developers to ensure the technical viability and reusability of solutions Ensure awareness of clients security and process standards incorporating them into product delivery throughout the software development lifecycle Lead refinement sessions with agile teams and business stakeholders to size user stories and verify dependencies Identify and manage changes risks and issues during design development and QA Ensure teams backlog contains a healthy volume of dev ready user stories Demonstrate the teams developments Documentation of system changes eg designs and release content Work with the Product Owner and agile teams to prioritize and align epics features and user stories with the product roadmap Work with Product Owner and Squad Lead to report progress ensuring dashboards and roadmaps are up to date Manage cross team dependencies with other System Analysts Product Owners and Squad Leads SkillsBehaviors Proficiency in requirements gathering translating customer needs and business drivers into Epics Features and User Stories Strong communication skills adaptable to both technical and business contexts Motivated individual comfortable in remote team settings with a proactive learning attitude Ability to selfresolve workrelated challenges with minimal direction UIUX Design using wireframes Technical Process designs utilizing modelling techniques Knowledge Deep understanding of agile principles with prior experience as an IT Systems Analyst or IT Business Analyst in Agile environments Experience working in environments with multiple integrated applications across multiple teams Experience with UI design tools such as Figma Balsamiq or Drawio Understanding of data storage display validation and transmission Familiarity with agile workflow tools such as DevOps or JIRA

Dealing in both cash and F&O segment Portfolio management Cross selling other financial product Meeting brokerage targets Connect at 8910750091

Job Title : Jr/Sr. Process Associate - Revenue Booking Location : Mumbai ******************************************************************************************* IMMEDIATE JOINERS ALERT! We're looking for candidates who can join immediately . If you're available, please send your CV via WhatsApp only to: 9152808909 Please note: No calls will be entertained. ******************************************************************************************* Must Have: Brokerage calculations Handling booking inquiries Quote share placements Experience : Jr - 1 to 3 Yrs up to 4.5 LPA Sr - 3 to 5 Yrs up to 7 LPA Job Description Position Summary We are hiring an Associate to Revenue Booking process for ensuring the quality and effectiveness of business, products, and services within India business. The post placement process transactions for end- to-end client servicing of accounts per IRDAI guidelines. This role requires a comprehensive understanding of the policy life cycle, and the various actions required for New Business/Renewals, Mid-Term Adjustments cycle. Primary Responsibilities Handle booking inquiries for all potential clients on our system Book the business on the system, ensuring all the transactions are accurately recorded and aligned with the clients requirements per IRDAI regulatory requirements Ensure that brokerage is calculated correctly Hold knowledge on quote share placements Generate unique reference numbers for to facilitate renewals Hold knowledge on GST and various other taxes Coordinate closely with cedents and underwriters to ensure smooth processing of all transactions, maintaining clear communication and addressing issues promptly Additional Responsibilities Coordinate closely with cedents and underwriters to ensure smooth processing of all transactions, maintaining clear communication and addressing issues promptly Ability to think critically and make sound judgments based on the evidence presented. Understanding of best practices in business processes and quality assurance. Ability to work independently and as part of a team to achieve quality and compliance objectives. Commitment to maintaining confidentiality and handling sensitive information appropriately. Willingness to continuously learn and develop new skills to enhance audit effectiveness. Skills and Competencies Technical Proficiency and Understanding of Insurance service Excellent Written and Oral communication skills Interpersonal skills Ownership and Accountability Insurance domain knowledge Minimum Qualifications Education Major Any Graduate or Post Graduate with any Specialization Degree Bachelor Master Licenses/Certificates Insurance Certification will be the additional advantage Work Experience Minimum 1-5 years of experience of Quality Analysis in Insurance domain

Role & responsibilities Handle High Net worth Customers Activation and Revenue Generation Cross selling: Mutual Funds, PMS, NCDs, Corporate Bonds & Other Investing Products to high Net worth Customers New Client Acquisition Building of MTF Book. Preferred candidate profile NISM VIII, NISM V, Currency certification are mandatory Prior experience of working in a similar set up preferred. Should be willing to work in a target driven role & should be a go getter. Interested candidates please whatsapp your profile @ 9790306948 Thanks S Nagalatha Human Resources - 9790306948

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

*Trading on behalf of the clients, Placing Order on terminal. *Building relationships with clients & educating them about Investments *Client meetings and bank branch visits *Client mgmt. & achieve the target active AUM *Cross sell LI/ GI/ MF etc. Required Candidate profile * Must be graduate with Investment/Broking company sales. * Age limit - Max 35 * 1-5 years Equity /broking industry sales exp. * Must have NISM/NCFM 8 certification. * Good Communication Skill

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

Hiring Banking Sales Professional! Generate leads, open accounts, and cross-sell products. Deliver exceptional customer service and maintain accurate records. Participate in training to stay updated. Sales Support. Required Candidate profile Fresher can't apply Graduation is a must Age must be in between 21-33 Any industry from sales experience 1 to 4 Years BFSI work experience preferred Good communication & interpersonal skills Perks and benefits Fixed package Incentives Medical Insurance Coverag

As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new cliental base and drive wealth business equally. Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework. Interested candidates can share Cv at divya.chawla@religare.com or WhatsApp on 8169023289 Job Specification : Good communication (verbal and written) skills Ability to speak in local language Graduate from recognized university or college Strong product knowledge and understanding of capital market Minimum of 1 year experience in Equity broking Holds latest certificate of NISM 8 Understanding of local market and captive client base Should have basic computer knowledge of using email, Microsoft office and etc.

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross-selling, enhancing and upgrading the High Net Worth relationships. Required Candidate profile o Educational Qualifications: Graduate o Experience: 3+ Years in Equity / MF o Domain Knowledge: Equity o IT Skills: MS Office

Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross-selling, enhancing and upgrading the High Net Worth relationships. Required Candidate profile o Educational Qualifications: Graduate o Experience: 3+ Years in Equity / MF o Domain Knowledge: Equity o IT Skills: MS Office