5286 Broking Jobs - Page 12

Hi, Greetings from AVANI Consulting We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resu...

Location: Hyderabad or Mumbai Company: Early Bootstrap Startup Industry: Stock Broking / Financial Services Type: Full-time About the Client Our client is a new-age stock broking startup building a technology-driven investment and trading platform. The firm is in the process of obtaining SEBI registration and related regulatory approvals and is looking for a seasoned professional to lead and oversee all compliance functions. Key Responsibilities Lead and manage all regulatory and compliance activities for the stock broking business in accordance with SEBI, NSE, BSE, and other statutory bodies. Ensure the companys adherence to all applicable laws, circulars, notifications, and guidelines issu...

Role : RAA Sr. Advisor/ Analyst Qualification : Masters level qualification with specialization in finance. Experience : 1-5 years Business Unit: Reinsurance Location : Mumbai and Bangalore Work Mode : Hybrid Shift : UK Shift (2:30 Pm 10:30 Pm) Tools or Skills required Ability to perform financial, rating, and reinsurance analysis. Good understanding of financial statements and insurance statutory/ GAAP accounting Excellent communication skills both verbal and written Excellent knowledge of Microsoft office is essential and advanced Excel skills Proficiency in the use of Power BI, SQL, desired, but not mandatory JOB POSITION SUMMARY The Rating Advisory team caters to various business intelli...

Roles and Responsibilities Manage agency channel sales performance, ensuring targets are met or exceeded. Develop and maintain strong relationships with broking agents to drive business growth. Identify new opportunities for cross-selling insurance products through brokers. Collaborate with internal teams to resolve customer complaints and improve overall service quality. Analyze market trends and competitor activity to stay ahead in the industry. Desired Candidate Profile Excellent communication skills with ability to build rapport with clients at all levels. Strong understanding of general insurance, health insurance, life insurance, etc. 3-5 years of experience in insurance broking or rel...

Recruit and manage a team Leader of Life Insurance Drive team activation, conduct field activities, provide training and mentoring, ensure performance, and independently build a strong market presence Kolkata ,Guwahati, Bhopal areas. Required Candidate profile Required Candidate profile Graduate with 3+ years of field sales experience Strong team handling & communication skills Drashti | 8849711957 Perks and benefits Fix CTC + incentive + bounce

Identify & visit potential customers in your location Generate leads, present products/services, and close sales Maintain good relationships with existing clients Achieve monthly/quarterly sales targets Provide sales reports to the manager Required Candidate profile 1–3 years of experience in field sales Must have a two-wheeler and valid driving license Must be local Good communication, negotiation, and interpersonal skills Self-motivated and target-oriented

•Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. •Individually handling clients with the book size of 25 lacs & above. * Cross selling of other products like Mutual fund, PMS, Insurance. * Handling Queries & complains Required Candidate profile .* Acquiring new clients & retaining the old clients by periodic meetings • Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls

Role & responsibilities To ensure active management of clients & achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options Responsible for new client acquisition To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have a clear focus on client mining To conduct regular Client Meetings & update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Keep abreast of the market news, financial trends, and current affairs attend...

Essential Services: Role & Location fungibility At ICICI Bank, we believe in serving our customers beyond our role definition, product boundaries, and domain limitations through our philosophy of customer 360-degree. In essence, this captures our belief in serving the entire banking needs of our customers as One Bank, One Team. To achieve this, employees at ICICI Bank are expected to be role and location-fungible with the understanding that Banking is an essential service. The role descriptions give you an overview of the responsibilities, it is only directional and guiding in nature. About the Role ICICI Bank is pleased to on-board Chartered Accountants across various functional domains lik...

Profile : Relationship Manager *Acquire 7-8 new clients monthly from the open market. *Cross-sell third-party investment products to existing clients. *Generate revenue from all products offered to sourced accounts. *Secure 5 SIPs (Systematic Investment Plans) each month, with a minimum value of Rs. 2000 each. *Focus on expanding the client base through proactive outreach. *Leverage cross-selling opportunities to enhance product adoption. *Ensure consistent revenue growth from new and existing clients. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Avdhut : 7796426971

Profile : Relationship Manager 1. Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Cent...

Urgent Opening For Equity Dealer - Parbhani, Aurangabad, Ahmednagar, Nagpur, Nashik, Amravati Qualification: Any Graduate Certification: NISM VIIII Mandatory Experience: 1+ years Interested candidates can share cv at divya.chawla@religare.com or call on 8169023289 Please find below Job description for the Relationship Manager Dealing role - JD Relationship Manager- Dealing:- As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible to acquire new Clients from the Market. Ab...

Roles and Responsibilities Achieving sales target through assigned leads , which may be self-generated or generated by Branch operations, call centers and other sources Meeting prospective customers in the assigned geographies to understand their financial needs and selling insurance solutions Providing pre and post sales support Ensuring quality of business and persistency Desired Qualification and Experience Education : Any Graduate Experience : Min. 6 months to 12 months+ Sales experience in life insurance and other sales. Age : Between 21 to 40 Years Knowledge/Skills/ Ability The candidate should have a pleasant personality , good communication skills and a go-getter attitude Candidate m...

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.asmeen-khan@kotak.com or call on 9209434945 Location - Bhilai, Jamshedpur, Bilaspur 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 anal...

Required Abilities: Oral Expression The ability to communicate information and ideas in speaking so others will understand. Written Comprehension The ability to read and understand information and ideas presented in writing. Oral Comprehension The ability to listen to and understand information and ideas presented through spoken words and sentences. Fluency of Ideas The ability to come up with a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity). Written Expression — The ability to communicate information and ideas in writing so others will understand. Required Work Experience : Relationship Manager Degree : Any Bachelor Degree Req...

Mega Walk-in-Drive at Delhi NCR Title :- Development/Relationship Manager - Health Agency(Delhi) Vertical :- Health Agency Location : Delhi NCR (Green Park, Faridabad,Motinagar,Janakpuri,pitampura) Date :- 29th Sep 2025 (Wednesday) Address :-ICICI LOMBARD GIC LTD, 7th floor, Mercantile house, K.G Marg, new Delhi - 110001 (Nearest metro station - #Barakhamba metro station) Minimum Experience: 1-10 years Industry preferred:- SAHI, LI, GI, Banking, Pharma, Telecom, Mutual Funds, NBFC, FMCG Roles and Responsibilities: 1) Sales of health insurance through Agency Channel. 2) Recruit, Train Agents and Generate business through them in the assigned territory. 3) Responsible for Licensing and trackin...

We are currently hiring for a Sales Manager / Relationship Manager in our CAB Channel. If you are interested, then share you resume on 9205741812 for faster response, JOB DESCRIPTION 1. Build and maintain strong relationships with Relationship Managers (RMs) across various branches to drive business growth. 2. Promote and present our products to RMs of broking companies, achieving sales targets through effective product positioning and partnership development. 3. Conduct field sales meetings with RMs at different branches, showcasing our products and addressing their needs. 4. Convince broking companies to prioritize our products, fostering long-term partnerships and driving sales growth. 5....

We are currently hiring for a Sales Manager / Relationship Manager in our CAB Channel. If you are interested, then share you resume on 9205741812 for faster response, JOB DESCRIPTION 1. Build and maintain strong relationships with Relationship Managers (RMs) across various branches to drive business growth. 2. Promote and present our products to RMs of broking companies, achieving sales targets through effective product positioning and partnership development. 3. Conduct field sales meetings with RMs at different branches, showcasing our products and addressing their needs. 4. Convince broking companies to prioritize our products, fostering long-term partnerships and driving sales growth. 5....

Job Description Driving sales through partners. Appointing new partners - corporate agents, Brokers, Credit life partners, Banks and MFIs for retail and group credit business. Managing team of Relationship managers to drive sales. Ensuring better service level to enhance customer/ channel partner satisfaction. Finding out new opportunity of business development.

Dial 6352491012 & Share CV on WA Recruit Business Partners through your network. Train and manage them to build their own team of insurance agents. Partners earn a stipend and incentives; agents earn commission from the company. Required Candidate profile Training Provided by Company Age: 21 to 48 years Qualification: Graduation (No Backlogs) Experience: 1 Year of experience in Any Sales & Marketing Bike: Mandatory

Recruit, screen, and train new agents through your own network. Motivate and guide them to achieve sales targets. Organize sales visits for business growth. Conduct regular team meetings for performance and development. Required Candidate profile Training Provided by Company Age: 21 to 35 years Qualification: Graduation (No Backlogs) Experience: 1 Year of experience in Any Sales & Marketing Bike: Mandatory

Work closely with the branch team to reach out to high priority and affluent clients. Understand client needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products. Achieve AUM and revenue targets through cross-selling investment products to exiting clients Ensure high standards of client servicing and compliance with internal and regulatory guidelines. Keep updated on market trends, investment products, and global financial news. Proactively identify new business opportunities within existing and potential clients. Participate in marketing and client engagement events.

Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as and when required

Responsible for revenue generation in terms of brokerage for the branch, to achieve the branch income and manage profitability of the branch. Responsible to manage a team of Relationship Managers and drive client acquisition target primarily through the sale of equity based investment products, with prime focus on MNI and HNI segments to achieve targets. Responsible to manage team of Equity dealer / equity advisors generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the...

Responsible to manage team of Dealers generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short / medium term. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. To ensure team achieves the assigned target on the web bases revenues as well as on the activation of the clients. Provide regular updates to the immediate superior as and when required with regulatory developments as and when needed