5286 Broking Jobs - Page 13

Responsible for engaging with inactive clients on a daily basis. Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading. Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business. To maintain synergy with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance Risk. Provide regular updates to the immediate superior as and when...

Responsible for engaging with inactive clients on a daily basis. Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading. Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business. To maintain synergy with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance Risk. Provide regular updates to the immediate superior as and when...

Responsible for engaging with inactive clients on a daily basis. Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading. Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business. To maintain synergy with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance Risk. Provide regular updates to the immediate superior as and when...

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 engaging with inactive clients on a daily basis. Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading. Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business. To maintain synergy with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance Risk. Provide regular updates to the immediate superior as and when...

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.

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.

Identifying building strategic alliances Establish and nurture strong tie-ups with partner banks/alliances Liaisoning with partner banks/alliances and ensure all their requirements are met Driving quality client acquisition and further focus on client activation Regular analysis of health parameters of bank channels and initiate corrective measures Drive various cross sell campaigns with channel partners Managing relationship and drive business through banks Meeting HNI clients of the bank Train bank staff to effectively promote and sell broking and distribution products Follow industry and company policies to maintain regulatory compliance Identify growth opportunities and recommend strateg...

Revenue Generation by proper guidance to the clients so as to increase their participation Regular meetings with the clients for maintaining relationships Reference from existing clients for new accounts Activation of inactive clients Should have basic compliance knowledge like Trade confirmation, Shortfall reporting, M2M collection etc. Having knowledge of Equity and currency would be an added advantage Should have cleared NISM Equity Derivative Module/NCFM Commodity Module/MCCP Commodity module NISM currency derivatives module Requirements Minimum Graduate with 2-3 years of experience Should have good communication skills

This role is responsible for acquiring new clients, offering broking and investment services, and ensuring the growth of the company's client base. This role focuses on building relationships, providing expert financial advice, and achieving acquisition and revenue targets. The ideal candidate should possess strong financial market knowledge, excellent interpersonal skills, and a proven track record in client acquisition. Key Responsibilities: Client Acquisition and On-boarding : Identify, prospect, and on-board new clients through networking, referrals, and market research.Conduct meetings with potential clients to understand their financial objectives and introduce suitable financial produ...

Responsible for activating Commodity clients and generate targeted revenue (connect with 70-80 clients on phone daily). Assisting newly opened client in the commodity market Placing orders on behalf of clients based on client request. Requirements: NISM 16 NISM 1 certification is required

Revenue Generation by proper guidance to the clients so as to increase their participation Regular meetings with the clients for maintaining relationships Reference from existing clients for new accounts Activation of inactive clients Should have basic compliance knowledge like Trade confirmation, Shortfall reporting, M2M collection etc. Having knowledge of Equity and currency would be an added advantage Should have cleared NISM Equity Derivative Module/NCFM Commodity Module/MCCP Commodity module NISM currency derivatives module Requirements Minimum Graduate with 2-3 years of experience Should have good communication skills

Work closely with thebranch team to reach out to high priority and affluent clients. Understand clientneeds and offer comprehensive wealth management solutions, includinginvestments, insurance, PMS/AIF and structured products. Achieve AUM andrevenue targets through cross-selling investment products to exiting clients Ensure high standardsof client servicing and compliance with internal and regulatory guidelines. Keep updated on markettrends, investment products, and global financial news. Proactively identifynew business opportunities within existing and potential clients. Participate inmarketing and client engagement events.

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.

Workclosely with the branch team to reach out to high priority and affluentclients. Understandclient needs and offer comprehensive wealth management solutions, includinginvestments, insurance, PMS/AIF and structured products. AchieveAUM and revenue targets through cross-selling investment products to exitingclients Ensurehigh standards of client servicing and compliance with internal and regulatoryguidelines. Keepupdated on market trends, investment products, and global financial news. Proactivelyidentify new business opportunities within existing and potential clients. Participatein marketing and client engagement events.

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...

Responsibleto manage team of Dealers generate brokerage primarily through advisingclients on their equity portfolio for long term investments as well aspositional trading ideas in stocks for short / medium term. Develop andmaintain a long-term relationship with customers to maintain a high level ofretention of the existing customer and also focus on generating new business. To ensureteam achieves the assigned target on the web bases revenues as well as on theactivation of the clients. Provideregular updates to the immediate superior as and when required with regulatorydevelopments as and when needed

Responsible to meet the both topline andbottom line business budgets for the state Ability to multitask and deliver multiplebusiness line like customer acquisitions, activations, brokerage throughexisting customer and New Acquisition, Building Margin trading facility book,productivity on core broking and cross selling of third party productsi.e. mainly insurance, investments and Loans Driving Annual business numbers and makingsure all the branches achieve the yearly targets. Ability to identify newmarkets for new branchintroductions and grow the network Ensure the Manpower budgets are fulfilledand attrition is within permissible limits. Ability to hire on own contact is apre requisite Should...

Responsible to meet the both topline and bottom line business budgets for the stateAbility to multitask and deliver multiple business line like customer acquisitions, activations,brokerage through existing customer and New Acquisition, Building Margin trading facility book,productivity on core broking and cross selling of third party products ie mainly insurance,investments and Loans Driving Annual business numbers and making sure all the branches achieve the yearly targets Ability to identify new markets for new branch introductions and grow the networkEnsure the Manpower budgets are fulfilled and attrition is within permissible limits Ability tohire on own contact is a pre requisiteShould ...

Responsible to meet the both topline and bottom line business budgets for the stateAbility to multitask and deliver multiple business line like customer acquisitions, activations,brokerage through existing customer and New Acquisition, Building Margin trading facility book,productivity on core broking and cross selling of third party products ie mainly insurance,investments and Loans Driving Annual business numbers and making sure all the branches achieve the yearly targets Ability to identify new markets for new branch introductions and grow the networkEnsure the Manpower budgets are fulfilled and attrition is within permissible limits Ability tohire on own contact is a pre requisiteShould ...

This role is responsible for acquiring new clients, offering broking and investment services, and ensuring the growth of the company's client base. This role focuses on building relationships, providing expert financial advice, and achieving acquisition and revenue targets. The ideal candidate should possess strong financial market knowledge, excellent interpersonal skills, and a proven track record in client acquisition. Key Responsibilities: Client Acquisition and On-boarding : Identify, prospect, and on-board new clients through networking, referrals, and market research. Conduct meetings with potential clients to understand their financial objectives and introduce suitable financial prod...

Revenue Generation by proper guidance to the clients so as to increase their participation Regular meetings with the clients for maintaining relationships Reference from existing clients for new accounts Activation of inactive clients Should have basic compliance knowledge like Trade confirmation, Shortfall reporting, M2M collection etc. Having knowledge of Equity and currency would be an added advantage Should have cleared NISM Equity Derivative Module/NCFM Commodity Module/MCCP Commodity module NISM currency derivatives module Requirements Minimum Graduate with 2-3 years of experience Should have good communication skills

Job Opening: Phone Banking Officer (Bank Payroll) Location: Andheri / Thane / Noida Shift: Day Shift | Work from Office Salary: Up to 4 LPA (Based on Interview) Process: Inbound / Outbound Graduates (Freshers can apply) Call 9137797705 Hrutika Required Candidate profile Handle inbound and outbound customer calls professionally Assist customers with account queries, transaction details & basic banking services Escalate unresolved issues to the appropriate department Perks and benefits Bank Payroll Bonus Many more

Hiring for Multiple Roles! Phone Banking Officer Customer Relationship Manager Service Assurance Manager Escalations Manager Video KYC Officer Virtual Relationship Manager Personal Banker on Call Apply Now Call: 8080126356 Ekta Required Candidate profile No Field Job! Work from the bank’s own contact center handling customer queries over the phone. Knowledge of banking processes, credit cards, insurance, or mutual funds is a plus. Visit: www.hyfly.in

Openings for Agency channel/Motor/General/Health Agency channel -Team Recruitment & Business Development -Business development for all General insurance products/Health insurance/Motor Insurance/Life Insurance Apply/Refer CV at 8767546566 Required Candidate profile -Candidate with minimum 1 year of General insurance/Health Insurance/Motor Insurance/Insurance Broking/SME Insurance sales experience in Agency/Direct channel/Insurance Brokers channel can Apply Perks and benefits Incentives + allowances +Fast-track promotion