2007 Broking Jobs - Page 15

Corporate Broking 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 but will seat in the premises of Broking Companies. Perks and Benefits: Attractive Incentives and Travelling allowance Freshers can also apply Interested candidates can share their resume to kli.sharvari-lokare@kotak.com or 9892923348.

Credit Card Executive – Sales & Service Juinagar, Navi Mumbai Graduate | 1+ yr BPO/Customer Service experience Handle inbound calls, sell credit cards & banking products Achieve monthly targets CTC: Up to 5.20 LPA Rotational shifts Required Candidate profile Contact List (For Call/SMS/WhatsApp): HR Simran – 9773553319 Sanika – 9082104424 Ekta – 8080126356 Hrutika – 9137797705 Khyati – 9022157571 Website: www.hyfly.in

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.krunali-kini@kotak.com or call on 9975341093 Location: Mumbai, Pune, Ahmedabad, Surat 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.

Role Overview: We are looking for a dynamic and result-oriented Sales / Business Development Manager with a strong background in real estate sales. The ideal candidate will be responsible for identifying new business opportunities, driving revenue growth, building client relationships, and achieving sales targets. Key Responsibilities: Generate leads through various channels digital, referrals, site visits, and cold calling. Convert leads into sales through effective communication, negotiation, and follow-ups. Understand customer requirements and suggest suitable property options (residential/commercial). Conduct site visits with potential clients and provide complete project walkthroughs. Build and maintain strong relationships with customers to encourage repeat and referral business. Collaborate with the marketing team to execute campaigns and events to drive footfall. Maintain and update CRM systems with lead and sales progress. Achieve monthly and quarterly sales targets. Stay updated with market trends, competitor offerings, and pricing strategies. Work closely with channel partners, brokers, and agents to expand reach. Key Skills Required: Proven experience in Real Estate Sales / Business Development Strong interpersonal and negotiation skills Excellent communication and presentation abilities Result-driven and customer-focused approach Knowledge of CRM tools and MS Office Ability to work independently and as part of a team Qualifications: Graduate in any discipline (MBA in Sales/Marketing preferred) Experience in residential or commercial real estate is a must

Handled inbound calls to resolve mutual fund queries and assist with KYC, login issues, and documentation Cross-sell and up-sell mutual fund products and SIP plans to boost revenue Educated clients on new funds and investment benefits Required Candidate profile Location: Belapur Shift: General | 5-Day Work Week Requirement: Graduate Mandatory, Good Communication Skills Eligibility: Graduate Freshers Welcome Salary: 3 LPA Joining: Immediate

About the Company We are seeking a dynamic and results-driven Bancassurance Specialist to manage and drive life insurance sales through our Bancassurance Channel. The ideal candidate will be responsible for leading a team of sales professionals, managing relationships with bank branch staff, and achieving sales targets through effective planning and execution. About the Role The Bancassurance Specialist will lead and manage a team of Relationship Managers/Sales Executives in the banca channel, driving business through bank branches by building strong relationships with bank staff. Responsibilities Lead and manage a team of Relationship Managers/Sales Executives in the banca channel. Drive business through bank branches by building strong relationships with bank staff. Monitor and ensure achievement of individual and team sales targets. Train and motivate team members to improve productivity and performance. Coordinate with bank branch heads and staff for business generation. Conduct regular team meetings, performance reviews, and joint fieldwork. Ensure compliance with regulatory and internal guidelines. Maintain MIS, reports, and sales analytics for better performance tracking. Qualifications Graduate/Postgraduate in any discipline. Minimum 8+ years of experience in Life Insurance sales, with 2+years in team handling. Prior experience in Bancassurance/Corporate Sales is mandatory. Required Skills Excellent communication, leadership, and relationship management skills. Ability to motivate and manage a field sales team. Strong understanding of life insurance products and Banca channel operations. Preferred Skills Experience in managing sales teams in a bancassurance environment. Proven track record of achieving sales targets. Pay range and compensation package Competitive salary based on experience and performance. CTC : Up to 9 LPA For more information, please call or share your updated resume at +91 93289 59079 .

Team Sales Manager-Commercial Vehicle (CV)-Saral Auto-SA-Marketing Branches Operations 1.Team sales Manager is required for Handling Tractor Loanthrough direct sales team, Brokers and Dealers. 2.For Handling Team of 5-7 field sales executive 3.For Handling Yearly business approx.500-600 Tractors in a year (approx. 20 Cr). 4.Responsible for Tractor Refinance Business also, Team Productivity, Infant Collection (Early Default), Dealer / Broker Relationship. 5.Management, working on existing customers data, etc. in his area of Operation. Job Requirement: 1.Team Handling Exp. TeamHandlingand Businessvolume handling exp. Is required(Directand In Direct Reportees). 2.Exp. Minimum 2-3 Year Exp. In Team Handling / Finance Industry. Should be from vehicle finance industry Tractor / Car / Two wheeler / CV /CE / Etc 1.Preference will be given from Vehicle Finance industry.

As a Life Insurance Sales (Direct Channel) in our organization, you will be responsible for promoting and selling life insurance policies directly to clients. This role offers immense growth opportunities and the chance to make a significant impact in the insurance industry. Designation : Relationship Manager - Direct Channel Role and Responsibilities: Promote and sell life insurance policies to prospective clients through direct channels Understand client needs and recommend suitable insurance products Build and maintain relationships with clients to ensure customer satisfaction and retention Provide excellent customer service by addressing client inquiries and resolving any issues Meet and exceed sales targets and contribute to the overall growth of the organization Candidate Qualifications: Previous Sales Experience: Proven success in a sales role, preferably in insurance or financial services. Experience in life insurance sales is highly desirable. Excellent Communication Skills: Strong verbal and written communication skills to effectively present information, listen actively, and respond to client inquiries. Interpersonal Skills: Ability to build rapport, establish trust, and maintain long-term relationships with clients. Good negotiation and persuasion skills are essential. Knowledge of Insurance Products: Familiarity with various types of life insurance policies, their features, and benefits. Understanding of underwriting principles and risk assessment is an advantage. Required Skills: Sales Life Insurance Customer Service Interpersonal Communication Negotiation Location : Mumbai / Nagpur / Pune / Ahmedabad CTC - Upto 3.5LPA + Incentives If Interested , Share the Updated Resume on Below Details Contact : Ayushi - 8551810430 Mail : ayushi.rathod.ext@bhartiaxa.com Regards, Ayushi Rathod Human Resources.

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 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 Kotak Securities

Corporate Broking 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 but will seat in the premises of Broking Companies. Perks and Benefits: Attractive Incentives and Travelling allowance Freshers can also apply Interested candidates can share their resume to kli.asmeen-khan@kotak.com or 9209434945.

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 post result con-calls, and analyst meets for improved client servicing. Preferred candidate profile Graduate/post graduate with 3 years experience\should have good communication skills should be self starter If u r intrested pls share ur resume with availability on Shivangi.maheshwary-v@adityabirlacapital.com

Role & responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. Achieving the Business target assigned to branch in terms of, Broking revenue, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile As per Industry

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Wealth Manager CTC- upto-7 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Business Growth & Revenue Generation :- Drive team-level sales and profitability across financial products including broking, mutual funds, life & health insurance, cards, and loans. 2) Team Management- Lead, mentor, and grow a team of part-time salaried Financial Product Distributors (on vendor payroll). Ensure their training, productivity, and performance are aligned with company goals. 3) Customer Acquisition & Retention- Expand UHNI and corporate customer base. Foster local area programs, referral models, and client retention strategies. 4) Operations & Administration:- Oversee daily branch operations, ensure smooth backend functioning, and manage distributor- level reporting and escalations. 5) Compliance & Risk Management:- Adhere to all regulatory and internal compliance norms; monitor CIBIL scores, documentation and grievance redressal. 6) Market Intelligence & Strategy :- Scan local competition and consumer demand trends. Engage in innovative planning to align with evolving market dynamics. 7) Channel is FPD Financial Product Distribution channel / Wealth Management selling multiple financial products with the help of 50-100 freelance part time salaried distributors on vendors payroll . Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681

- Managing the life insurance sales through assigned Bank Branches. - Handling a team of on-roll managers. - Coordinating between Bank and company from Lead generation to policy conversion. Required Candidate profile Perks and Benefits • Unlimited Incentives for sales • 6 days working,1 Roster off Note • Need Min. 1 year of BFSI sales experience. For better reach you can share your CV @ Karan | 7861004785.

1 .Provide detailed information about stock market products and services to clients. 2. Maintain up-to-date knowledge of stock market trends and investment product 3.Collaborate with the market team 4. NISM Derivative Series 8 Mandatory Required Candidate profile 1-2 Years Broking Knowledge Walk in date – 17-07-2025 From Date – 17-08-2025 Walk in time – 11:00AM TO 3:00PM Venue- SIHL House, Opp.Ambawadi Jain Temple, Nehrunagar Cross Road, Ahmedabad - 380 015

Hi.... We are hiring for the position of senior Manager in the Life Insurance sales. Job Details: Experience Required: Prior experience in Life Insurance is mandatory. Background in Agency or APC (Agency Partner Channel) is essential. Responsibilities: Oversee branch operations and ensure sales targets are achieved. Manage and motivate a team of Sales Managers, Advisors, and Agents. Focus on recruitment, training, and retention of channel partners. Ensure compliance with company policies and industry regulations. CTC:5 to 13 LPA. Incentives & best performers will be provided with additional incentives & benefits. How to Apply Email Your Resume: loalithmps@gmail.com WhatsApp Your Updated CV : 8977027369 Thank you for your time, and we look forward to connecting! Thanks & Regards, Chandra Kala Reddy HR -Team

Develop & execute strategic sales plans Planning and overseeing new marketing initiatives Achieve of monthly targets of new client revenue Finding and developing new markets Being a strong link between the Sales and the Dealing team to ensure client. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 8799405567 Sr HR Anandi S Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Develop & execute strategic sales plans Planning and overseeing new marketing initiatives Achieve of monthly targets of new client revenue Finding and developing new markets Being a strong link between the Sales and the Dealing team to ensure client. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 8799405567 Sr HR Anandi S Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Channel : Bancassurance Ban k - Catholic Syrian Bank Experience : Minimum 1 - 3 Years in sales and marketing into Banking, insurance, Finance or investment Domain. Strong expertise in selling BFSI Products. If your Interested; Kindly WhatsApp your resume to 9080833389 (Or) Mail ID : v.logeshwari@edelweisslife.in Thanks & Regards V Logeshwari Human Resource

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto- 5 LPA + incentive + Other benefit Roles and Responsibilities: 1) New client acquisition 2) Cross selling of third party investment products 3) Revenue generation revenue to be generated from the all the products from sourced accounts 4) Understanding clients' financial goals, risk profiles, and investment needs. 5) Providing personalized financial advice and guidance to clients. 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.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991680640 .

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

Role & responsibilities Will be responsible for generating revenue for the respective branch through HNIs, Retail clients & Franchisee for wealth business and broking business. Would be responsible for achieving Revenue, Incremental SIP & Net Equalized Assets (LS) targets for the branch with help of respective Relationship Manager (Wealth & Equity Rms). Should meet all UHNI & Corporate Clients of respective branch and franchisee. Will be responsible for achieving branch profitability. Will be responsible for achieving a surplus through New Business development by directing New Business development teams in Asset Gathering. Should focus on all the products including equity, derivatives (F&O), Margin Trading Funding (MTF), currency, commodities, MF, AIF, Advisory, PMS etc. Should be responsible for expansion of client base including (HNI, Ground, and Web). Develop business through appointment of new franchisees in the territory. Will be responsible for achieving brokerage revenue as per defined targets for branch through Equity Relationship Managers. Should ensure adherence to all compliances as laid down by Risk and Compliance teams in the Organisation. Responsible to drive Team members to achieve their business targets and ensure their productivity. Taking initiatives in building Mirae Asset Sharekhan brand in the Location To Drive business with help of Business Development RMs in the branch Maintain I/E Ratio from Direct business & franchisee business as per company targets. Help in attracting, retaining and developing the Talent for the branch and fulfill the recruitment targets Should be responsible for doing activities for lead generation and brand building for the branch. Work on accounts transferred from DIY and make sure clients are active and generating the revenues. Preferred candidate profile Graduate or above with 4 or more years relevant experience, with overall 7 years experience in BFSI. At least 2 yr exp as Branch Manager or as Team Leader

Hiring for Multiple Roles in Banking & Customer Service Phone Banking Officer Customer Relationship Manager Escalations Manager Virtual Relationship Manager Personal Banker on Call Call Sanika: 9082104424 Visit: www.hyfly.in Required Candidate profile No Field Job – Work from Bank’s Own Contact Center Solve customer queries over phone. Knowledge of Banking processes, Credit Cards, Insurance, Mutual Funds is a plus. Locations: Andheri | Thane|Noida Perks and benefits Bank Payroll Performance Bonus No Field Work

Dear Candidate, Company Description iEnergizer is a leading Business Process Outsourcing provider offering customer management solutions. We specialize in helping partners acquire, support, retain, and grow their markets through comprehensive life-cycle customer support services. Our client base includes Fortune 500 companies across various industry verticals, including Healthcare, Banking, Financial Services, Insurance, and more. iEnergizer is known for delivering high-quality service while reducing operating costs, fostering an innovative and customer-centric atmosphere. CONTACT: HR Sharandeep at 9266364422 Role Description This is a full-time, on-site role located in Delhi, India, for a FINRA 7 Certified professional with at least 2 years of experience. The role involves daily tasks such as advising clients on investment opportunities, monitoring financial markets, ensuring compliance with regulatory standards, and managing client portfolios. The ideal candidate will work closely with clients to understand their financial goals and provide tailored recommendations to achieve them. Qualifications FINRA Series 7 Certification and at least 2 years of relevant experience (For Entry Level) For Manager - Need Team Handling + Series 7 & 24 Proficiency in financial markets, investment advising, and client portfolio management Strong understanding of compliance and regulatory standards Excellent verbal and written communication skills Ability to work independently and in a team environment Bachelor's degree in finance, Economics, Business Administration, or a related field preferred Experience in the financial services industry is a plus. Additional Information Entry Level (Series 7 Certified) - Salary upto 14 LPA. Work from office role.

Currently hiring! If you are seeking career growth and improved opportunities, we invite you to apply and join our esteemed organization. We are proud to be recognized as India's award-winning company for being an exceptional workplace. For more information, please see the details below. Role & responsibilities Taking care of our banking partners' existing and potential customers. From the Channel partners, compile a list of possible customers. Contact our channel partners' executives and managers to establish dialogue. Before and after sales assistance for clients' and partners' employees. Help your organization turn leads into sales. Identify the customer's financial requirements and provide a suitable insurance coverage. Preferred candidate profile Bachelor's Degree in any stream Proven Work experience required of 1 to 4 + sales and marketing in BFSI/Insurance or Investment Sectors Good conflict-resolution and problem-solving skills Background BFSI industry is a bonus. For more information: Divyani | HR Team Phone/WhatsApp: +91 93135 86285 Email: Divyani@Tekpillar.com Also, Kindly share this Job Opening with your Friends and Colleagues who is looking for a Job Change in BFSI Domain.