2006 Broking Jobs - Page 2

Qualification: B.Com / Graduate / CFP Experience: 1 to 2 years experience in Plan Servicing and Operations Salary Expectation: As per industry standards (based on individual qualifications, experience, and competence) Job Description Responsible for execution of investment suggestions. Timely and accurate execution of investments, insurance plans, and related services. Client coordination for KYC-compliant documentation and related paperwork. Complete paperwork related to financial plan implementation. Coordinate with vendors/product manufacturers to resolve service-related queries (brokers, mutual funds, insurance, etc.). Ensure investment recommendations and insurance plans are implemented with 100% accuracy and zero error. Send regular and accurate investment updates and tax reports to clients. Conduct regular internal audits on all client information and documentation. Update and monitor financial plans based on client goals and ongoing requirements. Required Skills Preferred: CFP graduate Proficiency in Excel and mathematics with high attention to detail and error-free output. Basic knowledge of financial products and investments such as Mutual Funds (MFs), PMS, Bonds, AIFs, Corporate FDs, PPF, EPF, etc. Strong operational, organizational, and follow-up skills. Excellent leadership, interpersonal, analytical, and time management abilities. Effective communication skills listening, writing, and speaking. High level of integrity and ethical standards

Greetings from Kotak Life Insurance!! We are Currently hiring For a Sales Manager In our Banca Channel. Location : Ghaziabad, Delhi, East Delhi, West Delhi, North Delhi, South Delhi, Central Delhi, Noida, Gurgaon, Faridabad. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.sharvari-lokare@kotak.com or call on 9892923348 Job description Key Responsibilities: Working jointly with the Bank frontline team Driving and motivating the bank staff to source LI business & providing support for logging in applications sourced Build relationship with the Bank Sales / operations team and ensure the business targets and Productivity targets of the allocated resources are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree and implement short term and long term plans to achieve sales targets To achieve bank frontline activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Will be sitting in Kotak Bank

MNC Bank-Video KYC Officer Thane | Malad | Vashi Day Shift|Outbound Process Salary: • Fresher: 17K net • Voice Exp: Up to 4.5 LPA All banking benefits Shift to Branch Banking after 2 yrs Call Vidya -9773553319 Apply: www.hyfly.in Required Candidate profile Do Video KYC Call customers to complete Full KYC. Verify Details Match docs with what’s submitted. Right Person Only Ensure the real customer Cross-Sell Pitch relevant banking products.

1.To sell Life insurance products through the assigned Bank branches by building long term relationship with the bank. 2.Building Relationship and Motivate branch staff to help generate leads. Providing after sales services to clients. Required Candidate profile 1. Age between 23 - 38 yrs 2. At least 1 year of Sales experience in Insurance or Banking Sector 3. Good Communication Skill 4. Should be good at creating and maintaining Relationships. Perks and benefits 1.5K Mobile +2.5 K Travel Allowance +Incentives

A challenging opportunity with a leading brand in insurance industry. Industry: Insurance Position Title: Branch Manager, ASM, BDM Product: Life Insurance Roles and Responsibilities:- Manage branch operations, ensuring efficient sales performance and customer satisfaction. Develop and execute strategies to increase revenue growth through direct channel development. Handle alternate channels such as direct sales and field sales teams for maximum productivity. Foster strong relationships with clients to retain existing customers and acquire new ones. If this opportunity matches your calibre, apply for the same. Our team will connect you post the initial screening process.

A challenging opportunity with a leading brand in insurance industry. Industry: Insurance Position Title: Branch Manager, ASM, BDM Product: Life Insurance Roles and Responsibilities:- Manage branch operations, ensuring efficient sales performance and customer satisfaction. Develop and execute strategies to increase revenue growth through direct channel development. Handle alternate channels such as direct sales and field sales teams for maximum productivity. Foster strong relationships with clients to retain existing customers and acquire new ones. If this opportunity matches your calibre, apply for the same. Our team will connect you post the initial screening process.

A challenging opportunity with a leading brand in insurance industry. Industry: Insurance Position Title: Branch Manager, ASM, BDM Product: Life Insurance Roles and Responsibilities:- Manage branch operations, ensuring efficient sales performance and customer satisfaction. Develop and execute strategies to increase revenue growth through direct channel development. Handle alternate channels such as direct sales and field sales teams for maximum productivity. Foster strong relationships with clients to retain existing customers and acquire new ones. If this opportunity matches your calibre, apply for the same. Our team will connect you post the initial screening process.

A challenging opportunity with a leading brand in insurance industry. Industry: Insurance Position Title: Branch Manager, ASM, BDM Product: Life Insurance Roles and Responsibilities:- Manage branch operations, ensuring efficient sales performance and customer satisfaction. Develop and execute strategies to increase revenue growth through direct channel development. Handle alternate channels such as direct sales and field sales teams for maximum productivity. Foster strong relationships with clients to retain existing customers and acquire new ones. If this opportunity matches your calibre, apply for the same. Our team will connect you post the initial screening process.

Industry :- Insurance Product :- Motor Insurance Job Purpose Statement • To penetrate and increase the branch sales volume for Motor Insurance. Duties & Responsibilities: • Business / Revenue generation: Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets. • Facilitation for Branch compliance, Marketing, and service level: Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones. Organizational Relationship If this opportunity matches your caliber, apply for the same. Our team will connect you post the initial screening process.

Industry :- Insurance Product :- Motor Insurance Job Purpose Statement • To penetrate and increase the branch sales volume for Motor Insurance. Duties & Responsibilities: • Business / Revenue generation: Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets. • Facilitation for Branch compliance, Marketing, and service level: Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones. Organizational Relationship If this opportunity matches your caliber, apply for the same. Our team will connect you post the initial screening process.

Industry :- Insurance Product :- Motor Insurance Job Purpose Statement • To penetrate and increase the branch sales volume for Motor Insurance. Duties & Responsibilities: • Business / Revenue generation: Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets. • Facilitation for Branch compliance, Marketing, and service level: Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones. Organizational Relationship If this opportunity matches your caliber, apply for the same. Our team will connect you post the initial screening process.

Industry :- Insurance Product :- Motor Insurance Job Purpose Statement • To penetrate and increase the branch sales volume for Motor Insurance. Duties & Responsibilities: • Business / Revenue generation: Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets. • Facilitation for Branch compliance, Marketing, and service level: Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones. Organizational Relationship If this opportunity matches your caliber, apply for the same. Our team will connect you post the initial screening process.

Industry :- Insurance Product :- Motor Insurance Job Purpose Statement • To penetrate and increase the branch sales volume for Motor Insurance. Duties & Responsibilities: • Business / Revenue generation: Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets. • Facilitation for Branch compliance, Marketing, and service level: Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones. Organizational Relationship If this opportunity matches your caliber, apply for the same. Our team will connect you post the initial screening process.

Industry :- Insurance Product :- Motor Insurance Job Purpose Statement • To penetrate and increase the branch sales volume for Motor Insurance. Duties & Responsibilities: • Business / Revenue generation: Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets. • Facilitation for Branch compliance, Marketing, and service level: Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones. Organizational Relationship If this opportunity matches your caliber, apply for the same. Our team will connect you post the initial screening process.

Industry :- Insurance Product :- Motor Insurance Job Purpose Statement • To penetrate and increase the branch sales volume for Motor Insurance. Duties & Responsibilities: • Business / Revenue generation: Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets. • Facilitation for Branch compliance, Marketing, and service level: Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones. Organizational Relationship If this opportunity matches your caliber, apply for the same. Our team will connect you post the initial screening process.

Industry :- Insurance Product :- Motor Insurance Job Purpose Statement • To penetrate and increase the branch sales volume for Motor Insurance. Duties & Responsibilities: • Business / Revenue generation: Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets. • Facilitation for Branch compliance, Marketing, and service level: Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones. Organizational Relationship If this opportunity matches your caliber, apply for the same. Our team will connect you post the initial screening process.

Industry :- Insurance Product :- Motor Insurance Job Purpose Statement • To penetrate and increase the branch sales volume for Motor Insurance. Duties & Responsibilities: • Business / Revenue generation: Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets. • Facilitation for Branch compliance, Marketing, and service level: Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones. Organizational Relationship If this opportunity matches your caliber, apply for the same. Our team will connect you post the initial screening process.

Industry :- Insurance Product :- Motor Insurance Job Purpose Statement • To penetrate and increase the branch sales volume for Motor Insurance. Duties & Responsibilities: • Business / Revenue generation: Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets. • Facilitation for Branch compliance, Marketing, and service level: Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones. Organizational Relationship If this opportunity matches your caliber, apply for the same. Our team will connect you post the initial screening process.

Industry :- Insurance Product :- Motor Insurance Job Purpose Statement • To penetrate and increase the branch sales volume for Motor Insurance. Duties & Responsibilities: • Business / Revenue generation: Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets. • Facilitation for Branch compliance, Marketing, and service level: Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones. Organizational Relationship If this opportunity matches your caliber, apply for the same. Our team will connect you post the initial screening process.

Industry :- Insurance Product :- Motor Insurance Job Purpose Statement • To penetrate and increase the branch sales volume for Motor Insurance. Duties & Responsibilities: • Business / Revenue generation: Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets. • Facilitation for Branch compliance, Marketing, and service level: Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones. Organizational Relationship If this opportunity matches your caliber, apply for the same. Our team will connect you post the initial screening process.

As an Equity Dealer, you will be responsible for leveraging your 1 year of experience in the stock market and broking, specifically in the capital market as an equity dealer or equity sales. The location for this position is in Kottayam with a CTC of 4-5LPA. It is mandatory to have NISM certification. If you are interested in this opportunity, please send your resume to shalini@veboticsindia.com.,

Greetings from Kotak Life Insurance!! We are Currently hiring For a Sales Manager In our ROCE 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 Job description Key Responsibilities: Working jointly with the Bank frontline team Driving and motivating the bank staff to source LI business & providing support for logging in applications sourced Build relationship with the Bank Sales / operations team and ensure the business targets and Productivity targets of the allocated resources are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree and implement short term and long term plans to achieve sales targets To achieve bank frontline activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner

Greetings from Kotak Life Insurance!! We are Currently hiring for a Deputy Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.asmeen-khan@kotak.com or call on 9209434945 Location - Bilaspur, Gwalior, Jabalpur, Jabalpur, Bokaro 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 Bandhan Bank

Greetings from Kotak Life Insurance!! We are Currently hiring for a Deputy Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.asmeen-khan@kotak.com or call on 9209434945 Location - Bhopal, Raipur, Indore, Bhilai, Ratlam, Hoshangabad, Sagar 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 Bandhan Bank

1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4. Both IC as well as Team Management roles available 5.High Value Cross-Sell 6.B Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered