2004 Broking Jobs

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto- 4.5 LPA + incentive Roles and Responsibilities: 1) New client acquisition 2) Cross selling of third party investment products 3) Will be responsible for selling Equity based investment products to this set of customer base. 4) Will be responsible to develop business, maximize revenue generation & achieve sales Skills : 1) Graduate / Post graduate with Min 1 yrs exp in direct selling of financial products from any financial services industry. 2) Proven experience in sales, client acquisition, and relationship building. Kindly reply with an updated CV on apex.pragati@gmail.com if you are interested in the mentioned Job Role. you can also call on 7752865344

Position Overview We are seeking a dynamic and results-driven Relationship Manager to join our team. This role is pivotal in fostering strong relationships with our clients and ensuring their investment needs are met with the highest level of service. The ideal candidate will possess a deep understanding of the financial markets and a passion for helping clients achieve their financial goals. With an annual salary of 10,00,000 , this full-time position offers an exciting opportunity to work in a fast-paced environment across multiple locations including Delhi, Other Madhya Pradesh, Mumbai City, and Pune . Key Responsibilities Develop and maintain strong relationships with high-net-worth individuals (HNI) to understand their investment needs and objectives. Provide expert advice on investment opportunities, including mutual funds, equity derivatives, and stock broking. Conduct market research and analysis to identify trends and opportunities in the share market. Assist clients in the acquisition of demat accounts and guide them through the investment process. Achieve sales targets and contribute to the overall growth of the company. Prepare and deliver presentations to clients, showcasing investment strategies and portfolio performance. Collaborate with internal teams to ensure seamless service delivery and client satisfaction. Stay updated on market developments and regulatory changes affecting the investment landscape. Qualifications The ideal candidate will possess the following qualifications: A minimum of 2 to 7 years of relevant work experience in relationship management or a similar role within the financial services industry. Strong knowledge of investment products, including mutual funds, equity derivatives, and stock broking. Proven track record in sales and HNI acquisition. Excellent communication and interpersonal skills, with the ability to build rapport with clients. Strong analytical skills and a keen understanding of market trends. Ability to work independently and as part of a team in a fast-paced environment. Proficiency in relevant financial software and tools. If you are a motivated individual with a passion for finance and client service, we invite you to apply for this exciting opportunity. Join us in making a difference in the lives of our clients by helping them navigate their investment journeys.

Genpact (NYSE: G) is a global professional services and solutions firm dedicated to shaping the future. With 125,000+ employees in over 30 countries, we are driven by curiosity, agility, and a commitment to creating lasting value for our clients. Our purpose, the relentless pursuit of a world that works better for people, fuels our transformation of leading enterprises, including the Fortune Global 500, through our deep industry knowledge, digital operations services, and expertise in data, technology, and AI. We are currently seeking applications for the role of Process Developer - Broker Technical Support Specialist. In this position, you will leverage your experience and knowledge of insurance/reinsurance and underwriting processes to handle transactions for the Underwriting Support Teams and engage with the Onsite Team. Your responsibilities will include: - Supporting broking teams by collaborating with account management for renewals, preparing and submitting marketing proposals to underwriters, processing endorsements, policy checking, and other related tasks. - Retrieving compliance documentation required for new policies, renewals, changes, additions, deletions, and cancellations. - Calculating adjustments and premiums on policies and other insurance documents. - Ensuring the accuracy and currency of the repository of record to facilitate the production of outputs and client deliverables according to guidelines. - Directly communicating with underwriters, brokers, and account executives to follow up or obtain additional information. - Monitoring and addressing requests via the client service platform promptly. - Assisting colleagues in troubleshooting and resolving basic issues and performing other duties as needed. Qualifications we are looking for: Minimum Qualifications: - Graduation with excellent interpersonal, communication, and presentation skills, both verbal and written. - Relevant experience in US P&C insurance lifecycle activities like pre-placement, placement, and post-placement tasks. - Customer-focused, collaborative, accountable, initiative-driven, and innovative. - Proficiency in English language (both written and verbal). - Strong attention to detail, analytical skills, and ability to multitask. Preferred Qualifications: - Years of insurance experience and domain knowledge, particularly in P&C insurance. - Broker experience in US P&C insurance is an advantage. - Proficiency in Microsoft Office tools (Word, PowerPoint, Excel, OneNote). - Team player with office environment work experience. - Client-focused with relationship-building skills. - Ability to work collaboratively in a team or independently with minimal supervision. - Highly organized with a proven ability to prioritize competing requirements and deadlines under pressure. If you meet the above qualifications and are excited to join a dynamic team, we encourage you to apply for the Process Developer - Broker Technical Support Specialist role at Genpact.,

As a candidate for this position in the Broking/Asset Management industry, you should have experience in handling franchisees and working with IP products. Your responsibilities will include B2B sales, franchisee acquisition, and working with broking and securities. It is essential to have good communication skills to effectively carry out these tasks.,

You will reach out to existing and potential customers to present our product and service offerings. You will learn details about our product and service offerings and address any questions or issues that customers may have. Communication with customers to understand their requirements and needs is essential. You will offer solutions based on clients" needs and capabilities. Generating leads for all our products including Broking, Health Insurance, Life Insurance, Mutual funds, Loans, Cards, etc. Meeting and pitching customers, acquiring new clients through various channels like open market acquisition, cold calling, and referrals. Acquiring large clients with high margins, particularly in Ashoka Garden, Bhopal.,

Job Title: Regional Vertical Head Broking Reporting To: Zonal Head - Broking Role Objective: To lead and manage broking partnerships at a national level, ensuring strong relationship management, business growth, and compliance across all partner channels. This role is pivotal in driving strategic alignment between the organization and its broking partners. Key Responsibilities: 1. Strategic Partner Management Build and nurture relationships with key broking partners across India Act as the primary point of contact for escalations, negotiations, and strategic planning Align partner goals with organizational objectives to drive mutual growth 2. Sales & Business Development Drive life insurance sales through broking channels Monitor performance metrics and ensure achievement of national targets Identify new business opportunities and expand the partner network 3. Team Leadership Lead a team of Regional/Relationship Managers across zones Provide coaching, performance feedback, and development support Foster a high-performance culture focused on accountability and results 4. Compliance & Governance Ensure adherence to IRDAI regulations and internal policies Conduct regular audits and partner reviews to mitigate risk Maintain accurate documentation and reporting standards 5. Market Intelligence & Strategy Analyze market trends, competitor activity, and partner feedback Collaborate with product and marketing teams to tailor offerings Recommend strategic initiatives to enhance partner engagement Qualifications & Experience: Graduate/Postgraduate in Business, Finance, or related field (MBA preferred) 10–15 years of experience in life insurance or financial services, with at least 3–5 years in a national or zonal leadership role Strong understanding of broking distribution models and regulatory frameworks Proven track record in relationship management and sales leadership Key Skills: Strategic thinking and execution Stakeholder management and negotiation Team leadership and coaching Analytical and decision-making ability Excellent communication and interpersonal skills

Reference 25000FJZ Responsibilities Job Summary: To be responsible for the design, deployment and support of all CTCL / DMA / SDMA solutions on NSE/BSE and global markets for MARK/EQD business line, working in close coordination with other regional XAE functional managers (Orga, Product Delivery, Client Services, Support) To be responsible for IT platform stability and maintainability and take appropriate steps to progressively improve production quality Should have experience in supporting an IT production environment and have the capabilities to troubleshoot Main Responsibilities: Ensure GBTO/EQD/PXS organization operates efficiently in India, meeting local business expectations while contributing to the regional MARK and EMM strategy, Review project portfolio in India (budget, resource allocation in coordination with regional functional managers) Reinforce regional procedures and ensure correct alignment with global strategy (tools & procedures, governance?) Ensure succession planning for key roles in the team Monitor all expenses (project / time tracking) in accordance with the budget Collaboration with GBTO/EQD/PXS team for India Market Access, Work with GBTO/EQD/PXS team for Trading & Back Office Application support & escalate to vendors as & when required, Ensure all local compliance and regulatory requirements are met, To set governance standards with IT vendors and take corrective and continuous improvement measures, As a key point of contact for MARK EQD business lines and senior management (Risk, GBTO/EQD/PXS, GBTO/EQD/LRD) for any matters pertaining to India, To be responsible for IT platform transformation of SGSI Mumbai to move to global tools as per acceptable local India regulation, To be responsible for participating in various regulatory IT audits & support Cyber Security Initiatives, act as local liaison person in India for SG global teams, To be the IT interface to SGSI clients by providing the new clients an accurate picture of IT capabilities and being client focused by providing them the right level of support, To adhere to the IT standards and solutions defined by the EQD PSC IT (LTS and PXS) To proactively and professionally manage RISKS to our clients, SGSI, SocitGenerale and to the EQD PSC IT communities by self-declaration and mitigation, Audit findings etc Operational duties: Ensure all projects and initiatives in India are 100% compliant with local exchange/regulatory requirements Escalate issues to the regional Head of GBTO/EQD/PXS and local manager when required, Supervise NSE/BSE market evolution / foreign relationships (Algo / OneTouch CTCL /DMA/ETI requirements?) Propose and develop new solutions to strengthen our SDMA trading control framework in India, Assist MARK sales to clarify high frequency / low latency clients requirements Provide 3rd level expertise in case of Incident/problem related to DMA setup/connections in India Propose enhancements of regional / global core GBTO/EQD/PXS applications to guarantee local requirements are fully considered, Assist regional managers in the planning and execution of their strategy by providing functional and technical insight and allocating key resources when needed, Provide functional and technical expertise and propose a clear roadmap for all local systems in India (Direct Connectivity/Lease line, Greeksoft, Bolt, Neat, NCMS, BaNCSIND?) Support to inhouse Front Office Trading / Dealing Desk users, Assist Back office / Operations department users for any issues faced by them during operation hours, Required Profile required Academic Background (degree and major): Graduate in any field Relevant Working Experience in number of years: Min 10+ years in Financial and Brokerage industry Skills & Competencies required: Knowledge of major trading platforms / (NEAT, BOLT, DMA Vendor applications etc) Expertise on Indian exchanges and foreign client relationships (NSE, BSE) Strong Financial industry experience (cash and derivative markets) Demonstrates excellent project management skills Knowledge of ITIL best practices (service management) Should have experience in investment banking / listed derivative or cash equity domain market from an IT perspective, Client-: Ability to build long term and trustworthy client / internal partner relationships Pay attention to all risks for the company and the client / internal partner Team Spirit-: Ability to support colleagues, understand their role and objectives Ability to listen and share ones views and expertise in an open manner Dealing with conflicts proactively and in a positive mode Innovation-: Promoting simplicity over complexity and favoring simple solutions Comfortable with change and being able to support it Responsibility-: Ability to understand and be on the lookout for all risks associated with ones activities Striving for high performance Demonstrate high responsibility in ones activities and accountability of the same Commitment-: Continuous development of ones knowledge and competencies Ability to honor commitments and foster a climate of mutual trust Ability to work with colleagues from different backgrounds and culture Language Skills: English Computer Skill: IT Hardware / Software / Networking skills Business insight Societe Generale Securities India Pvt Ltd (SGSI) is the stock-broking arm of Societe Generale Group (SG Group) and was one of the earliest foreign brokers to enter India SGSI started with a representative office in 1994 and established a full-fledged presence by 1995, SGSI is a Securities and Exchange Board of India (SEBI) registered Stock Broker with Trading and Clearing Membership and obtained membership of Stock Exchanges (National Stock Exchange, Bombay Stock Exchange and Metropolitan Stock Exchange) to provide services in various segments (Cash Equities, F&O, Currency & Debt) of Stock Exchange The Company has been active in the Stock Market since 1997, SGSI is managed by a team of professionals /specialists in the broking business The Company has a dedicated team of specialist dealers & traders to cater to the needs of institutional clients, The Company has established itself as a premium player in the institutional segment where quality service and best technology combined with best possible execution and clearing services The Company aims to specialize and develop capabilities in providing best quality execution and clearing services to its clients, Societe Generale is an equal opportunities employer and believes that a diverse and inclusive workforce should be encouraged and recognized, Diversity and Inclusion We are an equal opportunities employer and we are proud to make diversity a strength for our company Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination, Show

Role & responsibilities Answer customer queries professionally through all the servicing channels and provide information / resolutions within the specified turnaround time. Record and categorize all customer interactions. Interact with internal department for query resolution, maintain regular follow-ups. Provide regular updates to the Customer for attempted open cases. Adhere to the servicing escalation matrix so that specified TATs are achieved. Preferred candidate profile Graduation. 0-1 year of experience. Good written and Verbal communication skills Experience with Similar Background Interested candidate can share their updated CVs at neha.singh@sharekhan.com or can directly connect on 8655403320

About BU: 99acres.com 99acres is a gateway to one of the fastest-growing property markets of the world for buying, renting and selling of all types of properties in India. With over 9 million visitors visiting the website every month looking for real estate solutions, 99acres.com has over 10 lakh residential and commercial property listings and over 1.5 lakh new projects. Title: Senior Executive / Assistant Manager Required Educational Qualification: Any Graduate or Postgraduate Desired Experience: 1-5 years Job Objective: Objective of the role is to generate revenue for the company by offering specialized services to prospective clients and get them registered on 99acres.com. Roles & Responsibilities: Sell online advertising solutions telephonically to builders / brokers / customers by assessing their requirements Generate leads through cold calling and referral channels to maximize sales and establish Relationships Initiate repeat sales by follow up with existing clients Achieve sales targets by new customer acquisition and ensure growth / revenue from existing Customers Develop in-depth knowledge about the products and services to make suitable recommendations based on client requirements Increase customer engagement by proactively solving client concerns and queries Liaoning with related departments to ensure end to end solutions to the client Continually meeting or exceedingly daily and monthly targets with respect to call volume and sales Required Skills: Good communication skills Active listening skills Strong convincing skills Client handling skills Ability to handle stress and rejection in soliciting clients Desired Skills: Knowledge of various online property portals Prior work experience in sales/business development/voice process Multilingual skills are preferable but not mandatory Why Join Us: This is a unique opportunity to work on innovative and disruptive technology driven business solutions, that are shaping the future of the industry. We are looking for candidates who are willing to work passionately in a fast-paced environment and are ready to enhance their skills by learning something new. Being a part of Info Edge, will allow you to unleash your potential and carve your own career. To learn more about Info Edge visit http://www.infoedge.in Roles and Responsibilities About BU: 99acres.com 99acres is a gateway to one of the fastest-growing property markets of the world for buying, renting and selling of all types of properties in India. With over 9 million visitors visiting the website every month looking for real estate solutions, 99acres.com has over 10 lakh residential and commercial property listings and over 1.5 lakh new projects. Title: Senior Executive / Assistant Manager Required Educational Qualification: Any Graduate or Postgraduate Desired Experience: 1-5 years Job Objective: Objective of the role is to generate revenue for the company by offering specialized services to prospective clients and get them registered on 99acres.com. Roles & Responsibilities: Sell online advertising solutions telephonically to builders / brokers / customers by assessing their requirements Generate leads through cold calling and referral channels to maximize sales and establish Relationships Initiate repeat sales by follow up with existing clients Achieve sales targets by new customer acquisition and ensure growth / revenue from existing Customers Develop in-depth knowledge about the products and services to make suitable recommendations based on client requirements Increase customer engagement by proactively solving client concerns and queries Liaoning with related departments to ensure end to end solutions to the client Continually meeting or exceedingly daily and monthly targets with respect to call volume and sales Required Skills: Good communication skills Active listening skills Strong convincing skills Client handling skills Ability to handle stress and rejection in soliciting clients Desired Skills: Knowledge of various online property portals Prior work experience in sales/business development/voice process Multilingual skills are preferable but not mandatory Why Join Us: This is a unique opportunity to work on innovative and disruptive technology driven business solutions, that are shaping the future of the industry. We are looking for candidates who are willing to work passionately in a fast-paced environment and are ready to enhance their skills by learning something new. Being a part of Info Edge, will allow you to unleash your potential and carve your own career. To learn more about Info Edge visit http://www.infoedge.in

Dear, Hope you doing great! Have an opening for below mentioned role with Leading Financial Broking Company. Location: Gift City - Gujrat (If interested & ready to relocate pl apply) Key Responsibilities Regulatory Compliance & Reporting Monitor and ensure compliance with all SEBI and IFSCA regulations relevant to AIFs. Keep abreast of latest regulatory changes and promptly inform internal stakeholders. Prepare and submit accurate and timely regulatory filings and reports. Maintain up-to-date documentation and systems for all compliance matters. Compliance Monitoring & Risk Management Design and implement a system for continuous compliance checks across AIF operations. Conduct regular internal audits and compliance assessments. Identify compliance gaps and initiate corrective action. Oversee AML/CFT compliance and monitoring activities. Internal Coordination & Documentation Liaise with internal and external stakeholders including Custodians, Fund Accountants, and Fund Administrators. Review, draft, and manage legal documents and agreements. Support internal audit functions and assist in audit preparedness. If interested, kindly revert with updated CV mentioning below details on VaishnaviG@topgearconsultants.com for more company details. Pl share your resume, Mentioning BELOW DETAILS (Mandatory) Current Location: Preferred Location: Highest Qualification: Years of Exp: Current Salary: Expected Salary: Notice Period:

Will drive the team to ensure equity brokerage, revenue and cross sell revenue through various financial or wealth products.

1.Market all MF Products to Large Companies' Treasury Departments 2.Build & Maintain Relationships at all levels 3.Focus on Debt & ETF Products 4.Excellent Learning 5.Job Secuirty Required Candidate profile 1.Very Strong contacts in Treasury Departments of Large Corporates & Institutions 2.Corporate Banking Background. 3.Should be ideally from AMCs/Banks. 4.Good knowledge of MF products. 5.Fast Learner Perks and benefits Excellent Incentives

1.Market all MF Products to Large Companies' Treasury Departments 2.Build & Maintain Relationships at all levels 3.Focus on Debt & ETF Products 4.Excellent Learning 5.Job Secuirty Required Candidate profile 1.Very Strong contacts in Treasury Departments of Large Corporates & Institutions 2.Corporate Banking Background. 3.Should be ideally from AMCs/Banks. 4.Good knowledge of MF products. 5.Fast Learner Perks and benefits Excellent Incentives

Opening for Agency Development Manager in Axis Max Life Insurance Company Role - Recruitment of insurance advisors or agents Coaching, developing and supporting Life advisors Motivate advisors / agents and drive sales through them Meet Business Targets Reporting to Branch Manager CTC Offered : chennai - 3 - 5.5 Lakhs per annum Other locations of Tamilnadu - 3- 4.5 Lakhs per annum Interested Candidate send your Updated CV to bookmark.cochin@gmail.com Preferred candidate profile Graduates with minimum 1 year field sales experience in any industry can apply . CTC negotiable based on current CTC and interview performance

1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4.Both IC as well as Team Management roles are available 5.High Value Cross-Sell Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered

Opening for Agency Development Manager in Axis Max Life Insurance Company Role - Recruitment of insurance advisors or agents Coaching, developing and supporting Life advisors Motivate advisors / agents and drive sales through them Meet Business Targets Reporting to Branch Manager CTC Offered : chennai - 3 - 5.5 Lakhs per annum Other locations of Tamilnadu - 3- 4.5 Lakhs per annum Interested Candidate send your Updated CV to bookmark.cochin@gmail.com Preferred candidate profile Graduates with minimum 1 year field sales experience in any industry can apply . CTC negotiable based on current CTC and interview performance

1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4.Both IC as well as Team Management roles are available 5.High Value Cross-Sell Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered

Opening for Agency Development Manager in Axis Max Life Insurance Company Role - Recruitment of insurance advisors or agents Coaching, developing and supporting Life advisors Motivate advisors / agents and drive sales through them Meet Business Targets Reporting to Branch Manager CTC Offered : chennai - 3 - 5.5 Lakhs per annum Other locations of Tamilnadu - 3- 4.5 Lakhs per annum Interested Candidate send your Updated CV to bookmark.cochin@gmail.com Preferred candidate profile Graduates with minimum 1 year field sales experience in any industry can apply . CTC negotiable based on current CTC and interview performance

Customer Service Executive Ghansoli, Mumbai | 2.5 – 3.20 LPA | Freshers & 1-3 yrs exp Join India’s 3rd largest banking financial company! Handle customer queries on Trading & Demat accounts Voice & Non-Voice (calls, emails, chats) Required Candidate profile Good English & Hindi communication needed Basic computer skills + problem-solving attitude call 8080126356 Ekta www.hyfly.in

Join the 3rd largest bank broking firm as a Quality Auditor Key Responsibilities: Audit dealer-client order placement calls Identify and report discrepancies/non-compliance Prepare detailed audit reports Collaborate with compliance & training teams Required Candidate profile 1-3 years experience in quality audit/compliance (financial services preferred) Knowledge of stock exchange regulations Bachelor’s degree Fluency in Malayalam, Bengali or Telugu call 9082104424 Sanika

Greetings from Kotak Life Insurance!! We are Currently hiring for a Deputy Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.sana-qureshi@kotak.com or call on 7558602361 Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times. 6. Take regular feedback from partners and customers on satisfaction on selling process and products. 7. Review Sales plan of the partner and support their growth. 8. The employee will be on payroll of Kotak Life. 9. Candidate will be seating in the premises of Bandhan Bank

Greetings from Kotak Life Insurance!! We are Currently hiring for a Deputy Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.sana-qureshi@kotak.com or call on 7558602361 Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times. 6. Take regular feedback from partners and customers on satisfaction on selling process and products. 7. Review Sales plan of the partner and support their growth. 8. The employee will be on payroll of Kotak Life. 9. Candidate will be seating in the premises of Bandhan Bank

We are seeking a motivated and experienced #Relationship_Manager & Sales Manager specializing in Equity to join our team in Delhi (Pitampura / Karol Bagh) Requirements: Minimum 2 years of experience in equity markets. 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: +91-7703992605 | (L) 011-41320715 Regards, Karishma - HR Intern 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!

Qualification: B.Com / Graduate / CFP Experience: 1 to 2 years experience in Plan Servicing and Operations Salary Expectation: As per industry standards (based on individual qualifications, experience, and competence) Job Description Responsible for execution of investment suggestions. Timely and accurate execution of investments, insurance plans, and related services. Client coordination for KYC-compliant documentation and related paperwork. Complete paperwork related to financial plan implementation. Coordinate with vendors/product manufacturers to resolve service-related queries (brokers, mutual funds, insurance, etc.). Ensure investment recommendations and insurance plans are implemented with 100% accuracy and zero error. Send regular and accurate investment updates and tax reports to clients. Conduct regular internal audits on all client information and documentation. Update and monitor financial plans based on client goals and ongoing requirements. Required Skills Preferred: CFP graduate Proficiency in Excel and mathematics with high attention to detail and error-free output. Basic knowledge of financial products and investments such as Mutual Funds (MFs), PMS, Bonds, AIFs, Corporate FDs, PPF, EPF, etc. Strong operational, organizational, and follow-up skills. Excellent leadership, interpersonal, analytical, and time management abilities. Effective communication skills listening, writing, and speaking. High level of integrity and ethical standards

Greetings from Kotak Life Insurance!! We are Currently hiring For a Sales Manager In our Banca Channel. Location : Ghaziabad, Delhi, East Delhi, West Delhi, North Delhi, South Delhi, Central Delhi, Noida, Gurgaon, Faridabad. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.sharvari-lokare@kotak.com or call on 9892923348 Job description Key Responsibilities: Working jointly with the Bank frontline team Driving and motivating the bank staff to source LI business & providing support for logging in applications sourced Build relationship with the Bank Sales / operations team and ensure the business targets and Productivity targets of the allocated resources are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree and implement short term and long term plans to achieve sales targets To achieve bank frontline activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Will be sitting in Kotak Bank