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1.0 - 5.0 years

2 - 3 Lacs

Mumbai Suburban, Pune, Mumbai (All Areas)

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India's Leading Insurance Company is seeking a highly motivated and results-oriented Bancassurance Sales Manager to join our growing Banca Channel team. In this critical role, you will be responsible for developing strategic partnerships with branch relationship managers and bank staff to achieve ambitious sales targets for insurance products. Responsibilities: Build and maintain strong relationships with branch managers and other bank personnel within a designated territory. Identify and qualify potential insurance leads from the bank's customer base. Understand and effectively explain the features and benefits of various insurance products, including life insurance, health insurance, and other relevant offerings. Match client needs with suitable insurance solutions, ensuring clear communication of risks and benefits. Assist bank staff in the sales process, providing training and support for effective product promotion. Process insurance applications accurately and efficiently, ensuring adherence to company guidelines and regulatory requirements. Monitor and analyze sales performance, identifying areas for improvement and exceeding assigned sales targets. Contribute to the development and implementation of effective sales strategies within the branch network. Qualifications and Experience: Bachelor's degree in any discipline (preferred). Minimum 1to 6 years of experience in BFSI Sector . Strong understanding of life and/or health insurance products and their applications. Excellent communication, interpersonal, and presentation skills. Ability to build rapport and trust with diverse clientele and bank staff. Proven ability to achieve and exceed sales targets in a competitive environment. Excellent time management and organizational skills. For more information - Kindly Contact Us: Nisha P | HR Team Phone/WhatsApp: +91 9904750213

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1.0 - 6.0 years

2 - 3 Lacs

Kharagpur, Panagarh, Ghatal

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CALL TODAY!! - 9662331641 Hire advisors team Train and motivate your team Bring business from your team Earn good incentives apart from salary Take a step to your growth Required Candidate profile Minimum 6 months of Sales/Marketing experience require. Graduation require. Salary: - 2.80 to 3.20 L/A + incentives Age: 21- 38 Years Perks and benefits Good Incentive. On roll job Insurance benefit.

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1.0 - 6.0 years

2 - 5 Lacs

Kolkata, Burwan, Durgapur

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more info call me 6352458972 Lead based work Handle walk in customers. Analysis of customer, Maintain relationship with customer. Lead generation through Bank employee. Participate other candidates Offer sales service. Documentation for lead closing.

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7.0 - 12.0 years

5 - 13 Lacs

Kalburagi, Bengaluru, Belgaum

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We are hiring for the position of Branch Manager in the Life Insurance sector. Below are the key details: Location: Bangalore, Belgaum, Raichur, Hubli, Gulberga, Hassan, Davanagere, Mangalore, Chikmanagalore, Mysore, Gadag etc. 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: 6 to 13 LPA. Incentives & best performers will be provided with additional incentives & benefits. How to Apply Email Your Resume: loalithjobs1@gmail.com WhatsApp Your Profile: 8977532829 Thank you for your time, and we look forward to connecting! Regards, Gowthami, HR Team, Loalith Manpower Services. Contact: 8977532829.

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1.0 - 6.0 years

1 - 4 Lacs

Parbhani, Ahmednagar, Amravati

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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. Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc. Client network development Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base. Focus on generating new business and build client network. Compliance Maintain high level of compliance as per company norms. Thanks & Regards, Divya Chawla Human Resource

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2.0 - 7.0 years

2 - 6 Lacs

Surat, Vadodara

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As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new cliental base and drive wealth business equally. Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework. Interested candidates can share Cv at divya.chawla@religare.com or WhatsApp on 8169023289 Job Specification : Good communication (verbal and written) skills Ability to speak in local language Graduate from recognized university or college Strong product knowledge and understanding of capital market Minimum of 1 year experience in Equity broking Holds latest certificate of NISM 8 Understanding of local market and captive client base Should have basic computer knowledge of using email, Microsoft office and etc.

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8.0 - 10.0 years

16 - 18 Lacs

Gandhinagar

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Role & responsibilities Will be responsible for preparing business analytics and presentation. Will be responsible for liasoning with the cedants and the brokers for business related queries. Will be responsible to coordinate with the internal stakeholders ( finance / underwriting/ claims/ actuary etc) for new product development . Will be responsible to coordinate with internal stakeholders for business processing. Will be responsible for market research for new business opportunity and market trends. Will be responsible for managing regulatory reportings Education & Experience requirements Minimum MBA Must have 10 years of experience in Reinsurance in General Insurance . Preferred Skills Excel, word , powerpoint .

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2.0 - 3.0 years

4 - 5 Lacs

Ahmedabad

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Executive in Demat Division NSDL Location: Ahmedabad Experience: 2 - 3 Years Expand Job Details Duties & Responsibilities: Monthly, Quarterly, Half yearly, yearly Report submissions to NSDL Downloading and submitting NSDL PMLA report Modification and verification of Accounts, DIS slip, and DRFs Checking and reporting Grievance every month Preparation of MIS Pay-in & Pay-out BuyBack & Early Pay-in Qualifications: Experience in capital market preferably in DP/RTA or broking firm. Good communication skills. Proficient in Microsoft Excel, Word. NCFM DP Module certified preferred Salary: Best in Industry *Additional incentives based on Performance Apply Now

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0.0 - 2.0 years

3 - 7 Lacs

Ahmedabad

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Business Development Manager - Sales New 0 - 2 Year Expand Job Details Key Responsibilities: Client acquisition for Demat, Commodity, currency account Sound knowledge of Equity, Commodity & Currency. Base Salary + Incentives + Rewards and recognition

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2.0 - 4.0 years

7 - 8 Lacs

Mumbai, Hyderabad, New Delhi

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Experience: 2-4 years in Business Development / Relationship Management in broking, financial institutions or banks. Education: Any Graduate with excellent communication skills (both verbal & written) and sound knowledge of Operations. Location: Mumbai, Delhi and Hyderabad Position: Assistant Manager / Manager - Registrar and Share Transfer Agent (RTA Services) Sales. Experience: 2-4 years in Business Development / Relationship Management in broking, financial institutions or banks. Education: Any Graduate with excellent communication skills (both verbal & written) and sound knowledge of Operations. Read More

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1.0 - 4.0 years

1 - 4 Lacs

Nashik

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Relationship Manager/ Business Development Manager :- Business Development Manager is entitled for - Generating leads. Meeting with the leads provided by the company. Acquisition of new Authorised Person/ Sub-brokers/ Business Associates/ Channel Partners Business establishment support to the existing Authorised Persons Revenue Generation Business proposal explanation to the prospects. Customization of business proposal according to the needs of the prospects. Real time updation of CRM.

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1.0 - 6.0 years

3 - 7 Lacs

Rajkot

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Qualification: MBA FINANCE Responsibilities: Team Management Motivate team members to achieve their targets Monitor clients position in stocks and commodities Calling to new leads (Atleast 60 leads per day) Ensure maximum revenue generation for the team Motivational meeting of all staff members when required Reporting to senior

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1.0 - 3.0 years

1 - 3 Lacs

Noida, Greater Noida

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Min 6 month of exp-NISM 8 mandatory. Terminal seating Order punching on behalf of client Revenue generation by cross selling of products like equity, Mutual fund, SIP Portfolio Management.

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0.0 - 5.0 years

2 - 3 Lacs

Lucknow, Faridabad, Gurugram

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Designation: Home Loan Officer (Sales) at HDFC Sales. Job location:- Gurugram, Faridabad & Lucknow. Department : Home Loan ( Sales) Qualification:- Any Graduation / Post-graduation. Experience: 0 to 1 Years CTC: - 2 lpa to 3.25 lpa + Huge Incentive ( Upto 50000 ) Roles & Responsibilities:- Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. Completion of File: Responsible for submission of complete application form, documentations and information. Desired candidate profile: Must be a graduate from any stream Should have minimum 6 months of experience in sales Candidates with prior experience in BFSI will have an added advantage Open to travel Must have good communication skills For further Details, contact- aykacommunication28@gmail.com Note: Candidates should be flexible with field work.

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1.0 - 6.0 years

3 - 6 Lacs

Gandhinagar, Ahmedabad

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We are looking out for experienced IT Support Engineers (L1 and L2 level) to join our IT Infrastructure team. About the role: The role involves hands-on support for devices such as firewalls, routers, switches, and trading-critical applications. Job Location: Gift City - Gandhinagar Shift Timing: 6 pm - 3 am Key Responsibilities: L1 Engineer Perform day-to-day monitoring and health checks of network devices (Firewall, Router, Switches). Provide first-level troubleshooting for infrastructure and user issues. Assist in application access, installations, and basic support. Coordinate with vendors for onsite/remote support. Maintain documentation and asset inventory. L2 Engineer Configure and manage firewall rules, routing policies, and VLANs. Perform advanced troubleshooting and root cause analysis of network/application issues. Manage patch updates, configuration backups, and performance tuning. Coordinate with OEM support for critical issues. Implement and support business/trading applications. Guide L1 team members and ensure SLA adherence. Technical Skills Required: Strong understanding of network fundamentals (TCP/IP, DNS, DHCP). Hands-on with Firewall (e.g., Fortinet/Cisco), Router & Switch configurations. Basic knowledge of Windows/Linux server environments. Exposure to trading or financial applications Qualifications & Experience L1 : Diploma/Bachelors in IT/CS with 1 to 2 years of relevant experience. L2 : Bachelors in IT/CS with 3 to 5 years of hands-on experience in infrastructure management. Relevant certifications (CompTIA N+, CCNA, Sophos/Fortinet certifications) will be an added advantage. Candidates interested to work in shift (6 pm - 3 am), must only apply.

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1.0 - 5.0 years

2 - 4 Lacs

Panaji, Pune, Margao

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Handling the walk in customers of the bank Understanding needs of the customer and pitching righteous product to the end investor. Meeting the channel partners and advisors and keeping them updated about the products and its Features & Benefits. Required Candidate profile Eager to earn Incentives Must be career Ambitious, Wiling to work with Large Investment Companies Good Communication and Interpersonal Skill Must Be Graduate before 2024 Contact Samiksha 9545830806

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0.0 - 5.0 years

0 - 3 Lacs

Jalandhar, Lucknow, Mathura

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Key Roles &Responsibilities To develop Advisors network) in his/her area of operation. To train/mentor Advisors about product and process. To handle and resolve channel partner queries in time Meet Customers with Channel partners for fresh sales and servicing issues. Key Requirements Education & Certificates Graduate/Post Graduate Key Requirements - Experience &Skills - 6 months - 8 years of Sales experience in Insurance/Bank/NBFC/retail sales/Pharma or any other field sales Local market geography knowledge is mandatory Age- up to 35 years Thanks & Regards, Milki Bisht- 9151206474 Email id milki.bisht@nlbtech.in

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0.0 - 5.0 years

3 - 3 Lacs

Thane, Navi Mumbai, Kalyan/ Dombivli

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Payroll-Bank Process-Inbound Voice Des-Customer Relationship Manager Shift-Day Rotational Work From Office Salary-Net-14500 Fresher exp 18000 Work Location-Thane/Mumbai/Vashi/Ghansoli Call-8169642494 Yogesh www.hyfly.in Required Candidate profile Familiarity with standard capital market concepts, procedures, and regulatory framework Good knowledge of Ms Office, especially Excel. Graduates / HSC Fresher can also apply Age should be 20-32 yrs

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1.0 - 6.0 years

4 - 5 Lacs

Thane, Navi Mumbai, Mumbai (All Areas)

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Designation-Assistant Manager Payroll-Bank CTC-7.50LAKH Age limit-30 LOC-Thane Exceptional Written & Verbal Communication skills Graduate with min 1-2 YRS exp in escalations Voice support only apply CALL 8080126356 Ekta www.hyfly.in Required Candidate profile Handling 1st level escalations of bank NRI customers High quality of responses to achieve high Net Promoter Score-NPS Coordinating with various departments for resolution of customer

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1.0 - 6.0 years

3 - 6 Lacs

Madurai, Chennai, Tiruchirapalli

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Role & responsibility: The Business Development Manager role is to lead a team, generate new business by building partnerships & guiding team members. Interested candidates can share their updated CV on 7795883858 or mail on riya.goodjob@gmail.com Perks and benefits FIXED CTC+ Incentives+ Medical Benefits+Promotions

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1.0 - 6.0 years

4 - 8 Lacs

New Delhi, Faridabad

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Job Title: Relationship Manager Sales (Finance Broking) Location: Faridabad Department: Finance Key Responsibilities: Acquire new clients through direct sales activities, networking, referrals, and leads provided. Understand client requirements in areas such as business loans, personal loans, home loans, loan against property, working capital funding, etc. Offer appropriate finance products from a panel of banks and NBFCs (Non-Banking Financial Companies). Maintain strong follow-up with clients and lenders to ensure quick closure of deals. Achieve and exceed assigned sales targets consistently. Manage and grow a portfolio of high-quality client relationships. Maintain client data, activity tracking, and documentation accurately. Coordinate with internal credit, documentation, and operations teams for smooth processing of client applications. Provide clients with regular updates regarding their applications and maintain high levels of client satisfaction. Stay updated with product knowledge, market trends, and lender policies. Desired Candidate Profile: Experience: 1-6 years in financial services, banking, NBFC, or DSA (Direct Selling Agent) background. Education: Graduate/Postgraduate in any discipline (Finance background preferred but not mandatory). Compensation: Fixed Salary + Performance-based Incentives. If interested, then share your resume at admin@sanguinecapital.co.in

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3.0 - 8.0 years

8 - 13 Lacs

Mumbai, Mumbai Suburban, Goregaon

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This opportunity is with Leading Financial Services and Broking Firm in Goregaon Roles & Responsibilities:- Lead as a Relationship Managers to achieve business targets and client acquisition goals. Oversee the management of client portfolios, providing guidance on financial planning, investment strategies, and market trends. Reactivate dormant client accounts and identify cross-selling opportunities to drive revenue growth. Execute high-value and complex transactions on the broking platform, ensuring accuracy and compliance. Develop and maintain strong relationships with key clients, ensuring high levels of client satisfaction and retention. Monitor market developments, provide regular updates and recommendations to the team and clients. Resolve escalated client queries and issues promptly and professionally. Collaborate with senior management to design and implement strategies for business expansion and client engagement. Interested candidates can share their updated CV at yogita@topgearconsultants.com

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0.0 - 2.0 years

1 - 2 Lacs

Chennai

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Job Title: Customer Onboarding Executive (Sales support and Client relations) Location: Chennai Department: Customer Onboarding No of Vacancies : 1 Employment Type: Full-time Shift : 9am-6pm ( 6 days a week) Job Summary: We , Navia Markets Limited , are looking for a dynamic and customer-focused Customer Onboarding Executive to join our team. The ideal candidate will be responsible for converting leads into active customers, onboarding them onto our trading platform, and providing continuous support across various communication channels. Key Responsibilities: Convert leads into active and engaged customers. Onboard clients onto our trading platform and ensure they are well-acquainted with its features and usage. Provide proactive support through WhatsApp, phone calls, emails, and other channels. Maintain a professional and long-term relationship with customers to ensure satisfaction and retention. Achieve monthly conversion and support targets consistently. Coordinate with internal teams to resolve customer queries effectively. Qualifications: Bachelors degree in B.Com, BBA, or related field. Strong Interest in sales and customer relationship management. Excellent communication and interpersonal skills. Strong problem-solving abilities and attention to detail. Benefits: Attractive performance-based incentives. Provident Fund (PF) and Gratuity. Supportive and growth-focused work environment.

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1.0 - 4.0 years

12 - 16 Lacs

Bengaluru

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Project description The Engineer role provides the technical expertise and dedicated technical focus required to deliver on customer's next generation technology capabilities including data analytics, platform development, specialised application development, systems and processes. This role will operate predominantly in an Agile environment and such will be required to support the technology capabilities to effectively deliver value to customers. Responsibilities Complete the design, development and testing of components that deliver on technology capability with the goal of providing reliable, stable and operationally sound applications, systems and infrastructure that meet business requirements and industry best practices Design, configure and validate new and enhanced Systems needed to improve the flow solutions through our life cycles Specify interfaces and translate logical designs into physical designs taking account target environment, performance & security requirements and existing systems Quick POC development for technical solution feasibility using prototyping tools where necessary Employ a variety of emerging languages and tools to marry systems together. Ensure that applications are developed with consistent maintainable code which supports risk and compliance management Contribute to the continuous improvement of applications throughout lifecycle and provide technical input to the planning of future application and maintenance requirements Develop operational and system documentation to enable effective maintenance and support of applications Employ CI/CD and DevOps practices that are endorsed by Group Technology and ensure maximum leverage of existing platform services. Analyse business requirements and articulate complex technical requirements through collaboration with business users, technology groups and suppliers to ensure business requirements are understood by the technology group. Recommend and justify the functional design to address the business needs to ensure the business understands the proposed design Coordinate and participate in the analysis of Information Technology solutions to ensure effective solutions are delivered to the business. Skills Must have Avaloq Certified Professional (ACP) with 1-4 years' experience in customisation and implementation of Avaloq Banking System. 3+ years of work experience with banking or financial applications. Good understanding of banking operations, trade lifecycle and investment/ superannuation products. Good understanding of relational databases (preferably Oracle and PL/SQL) Subject matter expert of at least one Avaloq module (Functional and Technical) Strong skills with Avaloq development tools ICE and SQL Developer as well as Avaloq change life cycle. Prior Experience working with Avaloq Database Automation and Integration (ADAI) will be advantageous. Strong parameterisation skills in core Avaloq conceptsAvaloq scripts, Cost & Fees, Order Validations & workflow management, Book and Balance engines, Avaloq messaging interface (AMI), Task and Reporting framework. Understanding of Avaloq concepts such as EOD, Pillars and Rule loading. Experience with Avaloq smart client and functional understanding of various modules (Forms, Task and reporting desk, Central Services, Portfolio desk etc.) Ability to write scalable code adhering to Avaloq best practices. Understanding of SQL tuning and performance tuning of Avaloq codes through SQL Trace and PL/SQL Hierarchical Profile (HPROF) Understanding of Avaloq release management processes such as creating streams/releases and creating Avaloq packages for installation. Hands on experience in Avaloq release management processes and Unix scripting will be advantageous for an Avaloq release management role. Strong problem solving and troubleshooting skills of Avaloq banking system. Ability analyse Avaloq installation logs and underlying Oracle schema of ABS. Experience in raising / managing Avaloq kernel issues through Avaloq issue management tool. Nice to have - Other Languages EnglishC1 Advanced Seniority Regular

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2.0 - 7.0 years

5 - 11 Lacs

Mumbai

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The position will require strong skills in Test Automation framework development, perform testing and Test Automation. Efficient in scripting languages like Python.experience in Capital Markets/Stock Exchange/Broking domain.knowledge (CI/CD) Required Candidate profile Good knowledge of Manual testing, writing manual test cases, preparing test data. Must be aware of Python, Database testing and DWH jasper reports with good knowledge of SQL queries. QA/Testing

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Exploring Broking Jobs in India

The broking job market in India is a thriving industry with a high demand for professionals who can navigate the complexities of financial markets and provide sound advice to clients. Broking roles can be found in various sectors such as stockbroking, insurance broking, and real estate broking. If you are considering a career in broking, this article will provide you with valuable insights into the job market, salary range, career progression, related skills, and interview questions to help you land your dream job.

Top Hiring Locations in India

  1. Mumbai
  2. Delhi
  3. Bangalore
  4. Chennai
  5. Kolkata

These major cities are known for their bustling financial markets and offer numerous opportunities for broking professionals.

Average Salary Range

The average salary range for broking professionals in India varies based on experience and expertise. Entry-level positions may start at around INR 3-5 lakhs per annum, while experienced professionals can earn upwards of INR 15-20 lakhs per annum.

Career Path

A typical career path in broking may involve starting as a Junior Broker, progressing to a Senior Broker, and eventually reaching a leadership position as a Brokerage Manager or Director.

Related Skills

In addition to broking expertise, professionals in this field often possess skills such as financial analysis, market research, customer relationship management, and excellent communication skills.

Interview Questions

  • What is the role of a broker in the financial market? (basic)
  • Can you explain the difference between a stockbroker and an insurance broker? (medium)
  • How do you stay updated with the latest market trends and regulations? (medium)
  • Give an example of a successful deal you facilitated as a broker. (advanced)
  • How do you handle difficult clients in the broking industry? (medium)
  • What strategies would you use to attract new clients to your brokerage firm? (advanced)
  • How do you assess a client's risk tolerance before recommending investment options? (medium)
  • Can you explain the concept of margin trading in broking? (medium)
  • How do you ensure compliance with regulatory standards in your broking activities? (advanced)
  • What are the key factors to consider when evaluating potential investment opportunities for clients? (medium)
  • How do you handle conflicts of interest in your role as a broker? (advanced)
  • Can you discuss a recent market trend that has influenced your broking decisions? (medium)
  • How do you prioritize and manage multiple client portfolios effectively? (medium)
  • What steps would you take to recover from a financial loss for a client? (advanced)
  • How do you assess the performance of investment portfolios over time? (medium)
  • Can you explain the impact of global economic events on the broking industry? (medium)
  • How do you handle sensitive financial information in your role as a broker? (medium)
  • What are the key qualities that make a successful broker? (basic)
  • How do you build and maintain long-term relationships with clients in the broking industry? (medium)
  • Can you discuss a challenging situation you faced as a broker and how you resolved it? (advanced)
  • How do you adapt your broking strategies to different market conditions? (medium)
  • What are the key components of a successful broking pitch to potential clients? (medium)
  • Can you discuss a recent regulatory change that has impacted the broking industry? (medium)
  • How do you handle market volatility and uncertainty in your broking activities? (medium)
  • What are your long-term career goals in the broking industry? (basic)

Closing Remark

As you explore broking jobs in India, remember to showcase your expertise, skills, and passion for the financial markets during interviews. Prepare thoroughly, stay updated with industry trends, and apply with confidence to land your dream broking role. Best of luck in your job search!

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