Jobs
Interviews

2007 Broking Jobs - Page 10

Setup a job Alert
JobPe aggregates results for easy application access, but you actually apply on the job portal directly.

1.0 - 6.0 years

3 - 5 Lacs

Bengaluru

Work from Office

Role & responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund Distributors Certification IRDA Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or whatsapp-7338112258

Posted 1 week ago

Apply

1.0 - 6.0 years

2 - 4 Lacs

Bharuch, Vapi, Vadodara

Work from Office

Team Recruitment ,Generate Business from team,Building and maintaining client relationships Managing and leading a team,Identifying business opportunities and potential clients to boost agency revenue,Planning and coordinating agency activities.

Posted 1 week ago

Apply

1.0 - 6.0 years

2 - 4 Lacs

Pune

Work from Office

Greetings from Kotak Life Insurance!! We are Currently hiring For a 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.prachi-naik@kotak.com Location: Pune,Mumbai 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 AU Bank.

Posted 1 week ago

Apply

1.0 - 6.0 years

2 - 4 Lacs

Ahmedabad, Rajkot, Surat

Work from Office

Planning and coordinating agency activities to ensure business goals are met Implementing strategic plans and setting objectives for performance and growth Recruiting, training, and mentoring agency staff,achieving performance targets for sales

Posted 1 week ago

Apply

3.0 - 8.0 years

5 - 12 Lacs

Hyderabad, Chennai, Bengaluru

Work from Office

Job description - Managing & handling high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 6 months experience in equity dealing . - Excellent understanding of financial markets. - Investment Advisory

Posted 1 week ago

Apply

2.0 - 5.0 years

3 - 3 Lacs

Sagar, Jalna, Godhra

Work from Office

* Lead & manage the team ensuring business targets are met. * Manage recruitment of Sales Persons. * Develop & Implement sales strategies to achieve revenue goals. * Provide training & assign task to Sales team. * Manage Performance report of Team. Required Candidate profile Any Graduate with Min. 2 year Sales Experience Must be local and have area knowledge Must have valid document of last company Age between 24 to 40 M-hitisha.sresthinfo@gmail.com C-9106057150 Perks and benefits On Roll Job + High CTC Incentives + Allowances

Posted 1 week ago

Apply

2.0 - 5.0 years

3 - 3 Lacs

Vapi, Jamnagar, Ahmedabad

Work from Office

* Maintain healthy relations with Customers. * Look for better sales Opportunity to grow company revenue. * Lead and manage the activity of sales team. * Motivate them for Sales. * Handle the walkin customers. * Cross sale of other banking products. Required Candidate profile Any Graduate with Min. 2 year Sales Experience Must be local and have area knowledge Must have valid document of last company Age between 24 to 40 M-hitisha.sresthinfo@gmail.com C - 9106057150 Perks and benefits On Roll Job + High CTC Incentives + Allowances

Posted 1 week ago

Apply

1.0 - 6.0 years

0 - 0 Lacs

bangalore, kochi, chennai

On-site

Dear Candidate, Greetings From"APEX SERVICES" Designation- Manager/Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetings with clients for maintaining relations o References from existing clients to acquire new clients o Proper confirmations of trades to clients on daily basis. o NISM 8 certification is mandatory o Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with updated CV on apex.shivprabhahr@gmail.comif you are interested for the mentioned Job Role. you can call also on 7991680640 .

Posted 1 week ago

Apply

2.0 - 7.0 years

4 - 9 Lacs

Noida, New Delhi, Faridabad

Work from Office

Mega Walk In Drive:- Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Preferred candidate profile - Only from Broking , Insurance & banking Perks and benefits - Best Incentive in Industry Position: Equity Dealer/Advisor Key Job Responsibilities - 1. Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. 2. Review relationship incase of existing clients and increase revenue through them 3. Obtain minimum five client references from existing and new clients for business expansion 4. Client Servicing based on research and back office inputs 5. Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy ) 6. Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required 7. Resolve all customer queries Preferred candidate profile - Only from Broking Perks and benefits - Best Incentive in Industry Interested Candidates kindly share their resume @9783801300 (Anjalisharma1@rathi.com) and can also refer your friends/Colleagues as well.

Posted 1 week ago

Apply

0.0 - 3.0 years

2 - 3 Lacs

Pendra Road Gorella, Raigarh, Bilaspur

Work from Office

Greetings from SBI Securities Ltd !! We are looking for Relationship Officer - Demat & Trading A/c for our Retail Sales vertical. Role & responsibilities To source the business via allotted bank branches. Key focus areas acquiring broking clients (primarily on line). Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross sell other products as directed time to time. Providing clients with Demo & handhold to initiate trading activities after account opening. Should have hands-on experience and knowledge of General Insurance and Demat Sales will be preferable. This position will be on payroll of SBICAP Securities Ltd on fixed term contract which will be renewable annually as per performance and company norms. Preferred candidate profile Experience:- Fresher also can apply who is passed out in the year 2020 /2021/2022/2023/2024 Qualification:- Graduation/Post Graduation Age Criteria:- Below 28 Years Location : Pandariya , Pendra Road, TIFRA, RAIGARH Perks and benefits Fresher- 2.50 LPA ( CTC ) Experienced (only form NBFC/BFSI/Banking)- Up to 3 LPA based on current salary and experience. * Incentives are paid subject to performance as per applicable slabs. if you would like to explore the opportunity kindly walk-in at the below address and whats app your resume to 9666028640 SBI CAP SECURUTIES LIMITED shop No. 5 &6, 1st floor, T.M Business Park, Shrikant Verma Marg, Bilaspur, Chhattisgarh 495001

Posted 1 week ago

Apply

5.0 - 9.0 years

5 - 9 Lacs

Hyderabad

Work from Office

JOB DESCRIPTION Job Title/ Designation AVP Company Profile https://anandrathi.com/ CTC range Up to Rs. 10 lacs Location Hyderabad SUMMARY: - The Branch Manager plays a pivotal role in managing the branch's operations, driving growth and ensuring that it operates within the boundaries of legal and ethical standards along with having a strong understanding of financial markets, excellent leadership and communication skills, and the ability to make strategic decisions to achieve the branch's goals. PRIMARY JOB RESPONSIBILITIES Recruit, induct, handhold, facilitate, motivate & retain Team Members Ensuring smooth operations and achieving the revenue & profitability targets of the Branch Ensure individual and team performance as per norms Ensure compliance as per various regulator and organization guidelines Client acquisition from own network/ open market along with margin collection as expected Generate revenue through Broking & Non Broking Products (LI, MF, FD, Bonds etc. & focus product if any) Promote Focus Product of the month Maintain & service the existing clientele EXPERIENCE REQUIRED (6-15years minimum) Candidate should have overall experience of around 5-15 years in the desired role with team management experience of min 5years Qualification Required Graduate or Post Graduate Other Details/ Mandatory Certification Team managing/handling in the current experience is a must Reporting to RD Team Handling/ Playing Captain Yes Recruiter Details karthikthalluri@rathi.com 7893436848

Posted 1 week ago

Apply

15.0 - 20.0 years

22 - 27 Lacs

Mumbai

Work from Office

Company: Marsh Description: Marsh McLennan Global Services is seeking candidates for the following position based in the Mumbai office. Senior Director - Client Relationship Management (Grade H) Description: We are seeking a highly skilled and experienced Distribution Leader to join our Centre of Excellence team. As a Distribution Leader, you will play a crucial role in driving the growth and success of our organization globally through the COE. Your expertise and leadership will be instrumental in developing and executing strategies to maximize sales, improve account penetration, and enhance customer satisfaction. What can you expect Lead and manage a team of account management professionals serving clients across multiple regions, providing guidance, coaching, and support to drive performance and foster a high-performance culture Support in developing and executing client account planning and strategy including account planning packs Drive ongoing account support activities including reviewing claim trends & service performance to enable periodic client discussions Collaborate closely with Sales and Placement organization to facilitate pre-renewal activities and building reports for the same Drive regional discipline on efficient growth, ensuring close management of acquisition cost and smart use of distribution resources Managing the CoE resources either directly or through a matrixed relationship What is in it for you Discover what's great about working at Marsh and McLennan Companies from the opportunities that our size brings, to our commitment to our communities and understanding the benefits youll receive. We are four businesses with one purposehelping companies meet the challenges of our time. As a global leader in insurance broking and risk management, we are devoted to finding diverse individuals who are committed to the success of our clients and our organization. Joining us will provide a solid foundation for you to accelerate your career in the risk and insurance industry. You will join a team of talented professionals from across the globe, which is dedicated to helping clients manage some of the world's most challenging and complex risks. We can promise you extraordinary challenges, extraordinary colleagues, and the opportunity to make a difference. Our rich history has created a client service culture that we believe is second to none. Our commitments to Diversity and Inclusion, Corporate Social Responsibility, and sustainability demonstrate our commitment to stand for what is right. As a Marsh and McLennan Company colleague, you will also receive additional benefits such as: A competitive salary Employee friendly policies Health care and insurance for you and your dependents Healthy Work life balance A great working environment Flexible benefits packages to suit your needs and lifestyle Future career opportunities across a global organization We will count on you to: Build a high performing Distribution organization globally through hiring, monitoring, coaching, developing and mentoring colleagues Improve regional capability to leverage distribution data; includes systemic work to gather, organize and utilize sales data for KPI, ad hoc analysis Support and develop client account plan working closely with regional and global teams Deliver account packs for client meetings covering service performance, claim trends, insights from markets etc. Work closely with Sales and Placement Organization for delivering pre-renewal activities covering benchmarking, claims position and placement approach. Support regional efforts in both continuous improvement efforts for existing traditional channels, and expansion of new alternative channels/partnerships to diversify and sustain growth momentum Analyze sales data and performance metrics to track progress, identify areas for improvement, and implement corrective actions as necessary Ensure compliance with regulatory requirements and company policies in all distribution activities What you need to have: MBA from a premier business school or equivalent degree in Risk Management/Insurance related field 15+ years of experience working in commercial property & casualty insurance with minimum 3 years leading distribution or similar function Proven experience in leading distribution / account management within the financial services industry, preferably in a insurance firm Prior demonstrated success leading and managing teams in a multicultural environment requiring collaboration across multiple geographies and business groups Well-versed in digital carrier strategy and distribution methodologies aimed at client acquisition and retention Strong analytical background with strategic thinking capabilities, influencing skills, attention to detail and ability to effectuate change Why join our team We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. What makes you stand out Track record of meeting or exceeding sales targets in the insurance industry Familiarity with regulatory requirements and industry standards related to insurance distribution Proven experience in setting up Sales / Distribution teams for Global Organization Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

Posted 1 week ago

Apply

4.0 - 9.0 years

3 - 7 Lacs

Pune

Work from Office

Company: Marsh Description: We are seeking a talented individual to join our Policy Servicing team at Marsh. This role will be based in Pune. This is a hybrid role that has a requirement of working at least three days a week in the office. Senior Analyst Insurance Operations An opportunity to understand end to end lifecycle for UK Insurance Broking. A place to enhance your knowledge on work which is undergoing transition. In the first month, we expect you to understand the service or process. Learn about risk associated with service and deeper understanding of workflow by the end of second month of joining and within three months we would want you to become a process expert with knowledge on at least one of the Lines of Business. We have robust training around understanding insurance concepts and business knowledge. Learn about new system and process. Enhance your skills via various development programs offered in-house. Opportunity to build on your insurance knowledge through CII course All benefits as per the location HR policy will be applicable We will count on you to: Manage own queue of work to ensure timely delivery on all cases as per SLA Understand and process cases as per process guidelines and checklist Deliver on KPIs as per company standards Escalate delays and queries appropriately after due investigation Responsible for creation of SOPs for new processes, update process manuals Perform quality checks as per process requirement Identify opportunities for process improvements with a view to provide better client services Participate in process update sessions, Process Knowledge Tests, training and coaching sessions Ensure adherence to policies & procedures as per organizations standards and SOPs Ensure operational risks are highlighted on time and escalates the same to proper authorities for corrective action Adhere to data and information security guidelines What you need to have: Good verbal and written communication skills Attention to detail Ability to learn new processes and systems, ability to adapt to change Ability to prioritize and organize tasks Ability to work independently and as a part of a team Graduate Job Location - Pune 6 months - 4 years of experience in insurance broking domain What makes you stand out Analytical ability Good working knowledge of MS Office particularly Word & Excel Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Marsh is the worlds leading insurance broker and risk adviser. With more than 45,000 colleagues advising clients in over 130 countries, Marsh serves commercial and individual clients with data-driven risk solutions and advisory services. Marsh is a business of Marsh McLennan (NYSEMMC), the worlds leading professional services firm in the areas of risk, strategy and people. With annual revenue of $23 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businessesMarsh , Guy Carpenter , Mercer , and Oliver Wyman . For more information, visit marshmclennan.com , follow us on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive, and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections, and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

Posted 1 week ago

Apply

8.0 - 13.0 years

7 - 17 Lacs

Kolkata

Work from Office

Roles and Responsibilities of RM HNI . Responsible for selling & advisory for products like Mutual funds, PMS , SIPs & DMat and trading account etc to the customers Responsible to acquire high net worth clients for financial products. and revenue generation. Candidate having good relationship with HNI Clients. Ensuring the highest levels of service & relationship with the clients Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Candidate should be from Broking, Banking and NBFC/ Mutual Fund Company only. Interested Candidates please share your profile on sanjaysharma@rathi.com Desired Candidate Profile Perks and Benefits Handsome Salary + Incentive as per policy with no capping Office Address : Anand Rathi Share & Stock Broker Ltd PS Arcadia Centrum, 10th Floor 69, Park Street - 700016 Website: www.rathi.com

Posted 1 week ago

Apply

4.0 - 9.0 years

5 - 8 Lacs

Prayagraj, Varanasi, Lucknow

Work from Office

Job Specifications Profile- Sales Manager Designation- Sales Manager PRIMARY JOB RESPONSIBILITIES Key Responsibilities: Develop and execute equity sales strategies to meet and exceed business targets. Build his own Team & P&L. Build and nurture relationships with institutional clients, HNIs (High Net-Worth Individuals), and retail investors. Promote and sell equity and related financial products, including stocks, ETFs, and derivatives. Stay updated on market trends, economic data, and equity research to provide clients with timely insights and recommendations. Identify and onboard new clients while retaining and expanding the existing client base. Collaborate with research teams to deliver tailored investment solutions. Manage, mentor, and motivate a team of equity sales professionals to achieve individual and collective goals. Ensure compliance with regulatory requirements and company policies in all client interactions. Monitor market conditions and competitor activities to adjust strategies as needed. Prepare and deliver regular performance reports and forecasts to senior management. . This position reports to Branch Manager/ Cluster Head Academic requirements Bachelors degree in Finance, Commerce, or Economics (NISM certifications preferred). Location - Lucknow , Prayagraj and Varansai Experience 4+ years of experience in equity markets, wealth management, or a similar role. Team handling experience Yes Team Size 1+7 Key Competence & SKILLS REQUIRED Key Competence Customer-focused with a consultative sales approach. Strong problem-solving and negotiation skills. High attention to detail and ability to work under pressure. Proactive in identifying client needs and market opportunities. Skills Strong understanding of equity markets, third party products, and investment strategies. Excellent communication and interpersonal skills for client engagement. Ability to analyse market trends and provide actionable investment insights. Proficiency in using trading and CRM tools AGE GROUP PREFERRED3040 Years

Posted 1 week ago

Apply

1.0 - 3.0 years

1 - 3 Lacs

Shillong, Tinsukia, Jorhat

Work from Office

Any Sales Experience Candidate Can Apply Minimum 1 yrs of Exp Required Insuarnce sales Candidates Preferred from Agency Channel Field Work Age - 40 Any Graduation Interested Candidates Contact - 09582248523

Posted 1 week ago

Apply

3.0 - 5.0 years

2 - 5 Lacs

Chandigarh, Jaipur, Bathinda

Work from Office

On roll team handling of Assistant Branch manager & generating business through the team. The branch Manager will recruit a team of Assistant Branch manager and be responsible for generating revenue. Loc - North Zone

Posted 1 week ago

Apply

2.0 - 5.0 years

3 - 5 Lacs

Salem, Tiruchirapalli

Work from Office

Role & responsibilities Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization. Conducting synergy meetings between internal teams with a objective to meet set targets. Check gaps and conduct quality training for the sales teams for time to time and report to Management. Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Competencies Required A. Good spoken and written communication and B. listening skills C. Confidence and Presentation skills D. Ability to explain information clearly and simply E. Convincing skills Preferred candidate profile Graduation / MBA in any stream with 2- 5 years of sales/dealing/advisory experience in broking domain. Experience of Capital Markets is mandatory If you are interested please share resume on mohanraj.bhushnam@sbicapsec.com

Posted 1 week ago

Apply

1.0 - 6.0 years

2 - 7 Lacs

Pune, Bengaluru, Delhi / NCR

Work from Office

Roles and Responsibilities -Equity Dealing plus third party product sales Desired Candidate Profile - NISM 8 is mandatory Perks and Benefits - Depends on the interview.its Open

Posted 1 week ago

Apply

0.0 - 5.0 years

3 - 4 Lacs

Thane, Navi Mumbai, Mumbai (All Areas)

Work from Office

MNC Bank-Video KYC Officer Thane | Malad | Vashi Day Shift|Outbound Process Salary: • Fresher: 17K net • Voice Exp: Up to 4.5 LPA All banking benefits Shift to Branch Banking after 2 yrs Call Sanika-9082104424 Apply: www.hyfly.in Required Candidate profile Do Video KYC Call customers to complete Full KYC. Verify Details Match docs with what’s submitted. Right Person Only Ensure the real customer Cross-Sell Pitch relevant banking products.

Posted 1 week ago

Apply

2.0 - 7.0 years

3 - 8 Lacs

Mumbai, Pune, Ahmedabad

Work from Office

Role & responsibilities Acquire new clients for equity, derivatives, commodities, and other financial products Develop and maintain strong relationships with existing clients to enhance trading activity and revenue generation Achieve assigned targets for revenue, client retention, and AUM (Assets Under Management). Drive cross-selling of the companys distribution products to create additional revenue streams. Assist in onboarding new clients, explaining trading processes, and ensuring proper documentation. Act as a single point of contact for clients, resolving queries related to trading platforms, portfolio management, and market trends. Coordinate with the dealing team to execute trades efficiently as per client requirements. Ensure adherence to compliance and regulatory guidelines while handling client accounts and transactions. Conduct investor awareness programs, webinars, and client engagement activities to enhance business. Provide timely reports and trade confirmations to clients while maintaining transparency. Maintain confidentiality and integrity in handling client data and financial transactions. Build long-term relationships based on trust, transparency and value addition. Work closely with research, operations, and compliance teams to deliver superior client experience. Maintain regular communication with clients to review portfolio performance and address concerns Preferred candidate profile 1+ Years in sales/wealth management of handling clients. Preferred industry back ground: Stock Broking, Wealth Management. Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products. Goal-oriented with a focus on delivering exceptional client service. Interested Candidates can share your resume on nisha.rao@lkpsec.com 7039754718

Posted 1 week ago

Apply

2.0 - 7.0 years

3 - 8 Lacs

Mumbai, Pune, Chennai

Work from Office

Role & responsibilities Acquire new clients for equity, derivatives, commodities, and other financial products Develop and maintain strong relationships with existing clients to enhance trading activity and revenue generation Achieve assigned targets for revenue, client retention, and AUM (Assets Under Management). Drive cross-selling of the companys distribution products to create additional revenue streams. Assist in onboarding new clients, explaining trading processes, and ensuring proper documentation. Act as a single point of contact for clients, resolving queries related to trading platforms, portfolio management, and market trends. Coordinate with the dealing team to execute trades efficiently as per client requirements. Ensure adherence to compliance and regulatory guidelines while handling client accounts and transactions. Conduct investor awareness programs, webinars, and client engagement activities to enhance business. Provide timely reports and trade confirmations to clients while maintaining transparency. Maintain confidentiality and integrity in handling client data and financial transactions. Build long-term relationships based on trust, transparency and value addition. Work closely with research, operations, and compliance teams to deliver superior client experience. Maintain regular communication with clients to review portfolio performance and address concerns Preferred candidate profile 1+ Years in sales/wealth management of handling clients. Preferred industry back ground: Stock Broking, Wealth Management. Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products. Goal-oriented with a focus on delivering exceptional client service. Interested Candidates can share your resume on nisha.rao@lkpsec.com 7039754718

Posted 1 week ago

Apply

7.0 - 10.0 years

9 - 14 Lacs

Gurugram

Work from Office

We are looking for a skilled professional to join our team as a Manager in Incedo Technology Solutions Ltd., located in the Banking/Financial Services / Stockbroking / Securities industry. The ideal candidate will have 7-10 years of experience. Roles and Responsibility Manage and oversee daily operations to ensure efficiency and productivity. Develop and implement strategies to achieve business objectives and drive growth. Lead and motivate teams to meet their targets and goals. Analyze market trends and competitor activity to identify opportunities and threats. Build and maintain relationships with clients and stakeholders. Monitor and control expenses to ensure cost-effectiveness. Job Requirements Proven experience in a similar role with a strong track record of success. Excellent leadership and management skills, with the ability to inspire and guide teams. Strong analytical and problem-solving skills, with attention to detail and strategic thinking. Effective communication and interpersonal skills, enabling building strong relationships. Ability to work under pressure and meet deadlines in a fast-paced environment. Strong knowledge of financial services and securities, with industry-specific expertise.

Posted 1 week ago

Apply

5.0 - 8.0 years

8 - 11 Lacs

Bareilly, Jhansi, Kanpur

Work from Office

Eligibility Criteria: Eligibility: Candidates from Insurance or Banking backgrounds with a sales profile and experience in Open Architecture are preferred. Age Criteria: JB 10 – Up to 35 years | JB 11 – Up to 33 Years Required Candidate profile CTC Range – Up to 9 L – 12 L pa Qualification: Graduate mandatory For More Information Call or Whatsapp your resume: Afsana - 90813 69513

Posted 1 week ago

Apply

1.0 - 6.0 years

2 - 3 Lacs

Kannur, Kerala, India

On-site

Role & responsibilities Plan and carry out strategies to accomplish organizational goals. Lead, teach and motivate a productive team. Lead provide by the company you need to work on this lead. Convince the customer and sell the insurance policy. set the meeting with interested clients. Organizing sales visit. Preferred candidate profile Min 1 year experience in sales. Graduation Mandatory. Two wheeler Mandatory. Role: Insurance Sales / BD Manager Industry Type: Insurance Department: BFSI ,Investments & Trading Employment Type: Full Time, Permanent Role Category: Life Insurance Education UG: Any Graduate

Posted 1 week ago

Apply
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Featured Companies