2007 Broking Jobs - Page 16

Commodity/Equity Role Involved advising & dealing trading cross selling involved. Strong knowledge of capital market. Revenue generation in broking PMS, AIF, Insurance, MF Agency channel SME INSURANCE mail to info@servingskill.com/whatspp 9819832570 Required Candidate profile Advising & Dealing Exp- on equity, derivatives commoditY Client Handling Experience/Acquisition – HNI/UHNI/Large Client Financial product knowledge/Third party product PMS, IAP, Insurance, PE, MF AIF

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/2023/2024 /2025Qualification:- Graduation/Post GraduationAge Criteria:- Below 28 Years 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. Interested Candidates can directly send their CVs to revathy.1@sbicapsec.com or whats app on 9025429493

Openings for Direct Sales -Agency Channel -Team Handling -Sell Insurance(Health Insurance/General Insurance/Motor insurance /SME products/Life Insurance) of all the Multiple insurance company candidate can Apply/share/Refer their CV at 8767546566 Required Candidate profile -Any Graduate with min 2 years Health Insurance/General Insurance sales/SME Products sales experience into Direct channel/Agency channel/Tied channel/APC channel/ broking channel can Apply Perks and benefits Incentives + allowances +Fast-track promotion

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/deputy manager/auditor Role- Quality auditor CTC- upto-3.2 LPA + incentive + Other benefit Roles and responsibility 1) Review and audit recorded calls between dealers and clients for order placements. 2) Ensure that calls are clear, complete, and accurately reflect the transaction being conducted. 3) Ensure compliance with financial regulations (e.g., SEBI) and internal policies. 4) Identify and report discrepancies or non-compliance issues. 5) Prepare and maintain detailed audit reports. 6) Collaborate with compliance teams to address any issues. 7) Ensure compliance with internal policies regarding call recording, order placement procedures, and communication with clients. 8) Conduct periodic quality checks on call recordings to identify patterns or trends of errors and non-compliance. 9) Recommend improvements in processes, training, or documentation based on audit findings. 10) Document findings of call audits, including any non-compliance or issues found during the review. 11) Prepare regular audit reports summarizing the compliance of dealers recorded calls. 12) Assist in training dealers regarding the importance of compliance in call recordings. 13) Provide guidance on best practices for ensuring proper order placement via calls. 14) Graduation is mandatory 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

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 Kotak Bank.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-4 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Revenue generation 2) Customer Profiling 3) Activation of inactive clients 4) Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. 5) Cross selling other products 6) Client Interaction 7) Regular Meetings with clients for maintaining relations 8) References from existing clients to acquire new clients 9) Updating clients on market, companys research reports, new IPOs, etc 10) Proper confirmations of trades to clients on daily basis risk Management. 11) Group discussions & up-gradation of market information, research reports General 12) Strive towards achieving individual goals and thereby the branch and organizational goals 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

Urgent hiring for insurance companies Field sales candidates must needed Min1yr exp in life or any Insurance Age below 40 Interested candidate can directly share CV on 8447171979 Location Vellore,Trichy,Bangalore,Chennai,Mangalore,Vijaywada,Bangalore

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Risk Associate CTC- upto-6 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Manage client/dealer limits for commodities 2) Evaluate risk profiles and set exposure limits 3) Process real-time limit changes during market hours 4) Process real-time limit changes during market hours 5) Operate MCX/NCDEX terminals and manage contract expiries 6) Oversee position limits and fund allocations 7) Participate in testing and implementation of RMS systems 8) Participate in testing and implementation of RMS systems 9) Handle EOD risk activities and circulate market updates Skills & Requirements:- 1) Graduate in Finance/Economics; MBA preferred 2) NISM Commodity Derivatives Certification (mandatory) 3) Proficiency in RMS and commodity platforms 4) Knowledge of commodity markets, MCX/NCDEX, and SEBI rules 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

- Training existing clients regarding the features & functions of software - Troubleshoot and resolve client issues - Ensuring customer satisfaction by providing expert support to users - Opportunity to learn about technical analysis of stockmarket Required Candidate profile - Excellent Communication & Presentation Skills - Knowledge regarding sharemarket would be an added advantage - Languages Known : English, Tamil & Hindi - Freshers can apply

Urgent hiring for insurance companies Field sales candidates must needed Min1yr exp in life/health any Insurance Age below 40 Interested candidate can directly share CV on 8447171979 Location Kolkata,Pune,Bangalore

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.muskaan-biswas@kotak.com or 9730268028. Location: Delhi, Faridabad, Gurgaon, North Delhi, South Delhi, East Delhi, Central Delhi, Noida 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.

Any Sales or Field sales Experience candidate can apply Min 1 yr of Experience in Sales Urgently Hiring for Agency Chaneel and Banca Chaneel Interested directly contact +91 7013250022

Company Name: Aditya Birla Experience: 1+ Years Location: Hyderabad (WFO) Interview Mode: F2F Interview Date: 16th July (Wednesday) Interview Rounds: 1 Round Notice Period: Any Job description: 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/postgraduate with 1 years experience\should have good communication skills should be self starter NISM8 Mandatory

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.ankita-velari@kotak.com or 8425915760 Location: Mumbai- Andheri, Thane, Navi Mumba i, 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.

Dear Candidate. Greeting from Axis!! We have opening for Equity Dealer. Job Description as below: Location: Ernakulam Roles & Responsibilities: Advise the clients on their Investments and provide information about current market trends. Responsible for maintaining a healthy longtime relationship with the clients. Handling their Portfolios & generating brokerage. Responsible for executing the trade on behalf of the client & maintaining regular relations. Cross selling of other equity financial products such a MF & PMS Skills & Knowledge: Graduate from any stream NISM VIII, NISM V, and Currency certification are mandatory Prior experience working in a similar setup preferred Willingness to work in a target-driven role A go-getter approach Please whatsapp your resume if your interested 9790306948 Thanks S Nagalatha Regional HRBP

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 Kotak Bank

Any BFSI or Insurance sales experience candidate can apply. Min 1 yr exp in insurance sales. Age below 35. urgent hiring for Banca channel. Interested candidate should directly share their cv on 7499211307

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Frnachisee Dealer CTC- upto-5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) To be responsible for dealing coordinators clients 2) To be responsible for sourcing new accounts through coordinators 3) To ensure active management of clients && achieve the target active AUM 4) To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options 5) To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio 6) To achieve healthy revenues without compromising on clients profitability 7) To have clear focus on client mining 8) To conduct regular Client/coordinators Meetings && update the same in the meeting tracker 9) To attain maximum reach of investment ideas/stock calls initiated 10) To assist in new client acquisition, building new relationships and increasing depth in existing relationships 11) Keep abreast of the market news, financial trends and current affairs 12) To attend post result concals, analyst meets for improved client servicing 13) Grdaution is mandatory. K indly 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.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Call & trade CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Responsible for handling inbound & outbound calls. 2) Responsible for resolving the queries of investment products. 3) Identify customers needs on every requirement with quick response time. 4) Handle the complaints and enquiries of customers. 5) Order punching on behalf of client 6) NISM 8 & grduation is manadtory 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.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Team Leader Dealing CTC- upto-8 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Will be responsible for handling team of dealer 2) To ensure team achieves the assigned target 3) Will be responsible for reviewing and evaluating there performance. 4) Order punching on behalf of client. 4) Grduation and nism 8 certificate is mandatory. 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.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Customer Service CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilitioes: - 1) Working towards resolution of customer concerns and closing loop with customers 2) Attending to cases from USK Desk / MDs Desk / Other Senior Management of the Organisation 3) Liaise with Department / Division Heads and be a customer advocate in resolving the cases 4) Work on the Root Cause of the Concern and ensure necessary changes are suggested to ensure the issue is fixed and so the same or another customer does not face a similar issue with us. 5) Graduation is mandatory 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.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Alternate Dealer/ Pure Dealer CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) To ensure active mgt of clients & achieve the target active AUM 2) To be responsible for identifying customer needs,assessing thei risk appetite and providing them investment options 3) To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio 4) To achieve healthy revenues without compromising on client profitability 5) To have clear focus on client mining 6) To conduct regular Client Meetings & update the same in the meeting tracker 7) .To attain maximum reach of investment ideas/stock calls initiated 8) Keep a breast of the market news, financial trends and current affairs 9) To attend post result con-calls, analyst meets for improved client servicing 9) NISM 8 (Equity and derivative certificate) and grduation is mandatory 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.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- B2B Sales CTC- upto-7 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Revenue Generation 2) New Franchisee Acquisitions 3) Servicing of Existing Partners for growth and expansion 4) Transitioning existing & new clients to Mobile/Web/Exe platform so as to help partner reduce cost and increase revenue by acquiring new clients 5) Adherence to Compliance / Statutory requirements 6) Cross sell of ABC Products 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.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Key Account Manager (Banca Sales) CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Will be responsible for sourcing & deepening relationships from existing customer base of Bank customers 2) Will be responsible for selling Equity based investment products to this set of customer base. 3) Should have effective servicing skills and should be excellent in conflict management 4) Will be responsible to develop business, maximize revenue generation & achieve sales targets 5) Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively 6) Responsible for servicing and generating references from the partner bank Channel customer base. 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.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Telesales CTC- upto-3 LPA + incentive + Other benefit Roles & Responsibilities: 1) Make outbound sales calls to potential customers from company assigned leads. 2) Explain the features and benefits of the 5paisa platform in a clear and compelling manner. 3) Assist customers through the account opening and onboarding process. 4) Ensure a smooth and hassle free client journey with accurate and helpful information. 5) Achieve individual and team targets for client acquisition and onboarding. 6) Build rapport with prospects and become a trusted point of contact. 7) Maintain professionalism and accuracy in communication and documentation. 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.