2007 Broking Jobs - Page 21

Dear Applicant, We are hiring Quality Analyst for our Raipur/Indore branches. Interested candidate may go through the following job description and other details. Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Essential Educational & Experience Qualification- A. Graduation or MBA in any stream with1- 3 years of dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory. Designation: Quality Analyst Interested candidate can share cv at sudhir.singh@sbicapsec.com Thanks & Regards, sudhir singh Human Capital 8527187377

Dear Applicant, We are hiring Quality Analyst for our Ahmedabad/Surat/Rajkot branches. Interested candidate may go through the following job description and other details. Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Essential Educational & Experience Qualification- A. Graduation or MBA in any stream with1- 3 years of dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory. Designation: Quality Analyst Interested candidate can share cv at sudhir.singh@sbicapsec.com Thanks & Regards, sudhir singh Human Capital 8527187377

Dear Applicant, We are hiring Quality Analyst for our Lucknow/ Kanpur branches. Interested candidate may go through the following job description and other details. Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Essential Educational & Experience Qualification- A. Graduation or MBA in any stream with1- 3 years of dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory. Designation: Quality Analyst Interested candidate can share cv at sudhir.singh@sbicapsec.com Thanks & Regards, Sakina Chowdhury Human Capital 8527187377

Job Specifications Role Designation: Cluster Manager- Department: Investment Products Function: Sales Company: MOFSL Reporting to: Regional Head - Investment Products Location: Hyderabad Job Purpose The role would require complete P&L responsibility for the Team reporting in - To profitably manage and create a team of high achievers. To expand the organisations HNI client base with acquisition of HNI clients . To create a profitable cross sell business at assigned branches . To score high on client satisfaction by providing them best investment advice, managing their portfolios and superior after sales services- To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 1. Ensure the maintenance of the P&L of the team 2. Ensure the timely delivery of customized equity advise to assigned HNI customers (trading and investment ideas) 3. Compliance and surveillance to be checked on regular time intervals 4. Daily reviews of the team 5. Daily 3 meetings 6. Joint calls with Relationship Managers/Team Role Requirements o Educational Qualifications: Graduation in any discipline, MBA Finance/ CA/ CFA/ ICWA, NCFM/AMFI o Experience: 8+ Years in financial markets in a leadership role. o Domain Knowledge: Understanding of investment products and equity o IT Skills: MS Office

Role & responsibilities Direct Sales Responsibilities Acquire customers in accordance with the business plan Conduct meetings to acquire and onboard new clients. Generate revenue based on assigned targets Gain and update knowledge on KYC, new products, andprocesses Conduct meetings to acquire and onboard new clients. Identify and approach potential clients in the open market to discuss Demat accounts and equity products. Activate clients Seek references from customers and prospects Provide regular updates to the assigned location on activities and outcomes. Preferred candidate profile 1+ Years in sales/wealth management of handling clients. Preferred industry back ground: Stock Broking, Wealth Management. Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products. Goal-oriented with a focus on delivering exceptional client service. Interested Candidates can share your resume on vidhi@lkpsec.com 7039445995

Any Sales or Field sales Experience candidate can apply Min 1 yr of experience in any sales/ LI, HI, GI or any Insurance sales Age Limit below 40yrs Urgently Hiring for Agency Chaneel Interested directly contact +91 7013250022

School : GIIS Campus : Noida Country : India Qualification : BBA + MBA OverView : The role holder is responsible for the procurement function, Vendor management, negotiation and developing and implanting new strategies, policies and procedures for various categories of procurement based on the market trends. Responsibility : Leads the Procurement function for the campus(es) Oversees the development and implementation of policies and practices Provides direction and guidance to the Core Operations, Procurement and Commercial, Teams Responsible for the operations and procurement in all the campuses Maintain relationships with key stakeholders and manages complaints Plans and forecasts the campus needs for the upcoming year Develops and implements a procurement strategy for the purchase of goods and services in the campus Implements a Data Management Strategy specific to the campus, in consultation with key stakeholders Maintains working relationship with vendors and internal customers to deliver mutual benefits Develops a through selection process in according to the organizational strategy to select vendors, and shortlists vendors Oversees the procurement of all items required by the campus and the corporate office, both as capital expenditure (e.g. renovations, fixed assets, IT assets, furniture, etc.) and day-to-day (e.g. annual maintenance, contracts, costumes, props, books, etc.) Responsible the end-to-end commercial process to obtain the best possible pricing and terms with the vendors on behalf of the campus and corporate office Manages the procurement process to ensure the smooth process of approvals, order placements, receipt of goods, payment to vendor, etc. Ensures compliance to the negotiation guidelines when the prices are above the threshold limit Negotiates with vendors, reviews the scope of work and payment terms, conducts site visits or invites the vendor to the premise Maintains the vendor database, reviews vendor satisfaction, and records gaps and areas of improvement for the future Works closely with other departments on the procurement of costly items Builds strong networks and maintains good working relationships with internal and external partners to keep abreast of the current business climate and macroeconomic trends SkillsDescription : Graduate with Diploma in purchase management. 8 to10 years of relevant experience out of which Min 3 years in the capacity of Manager. Knowledge of IT and electrical equipment procurements. Should be well versed with excel, Pivot and analytical tools Vendor Management, Negotiation, Agreement drafting. Disclaimer : Our company is an equal opportunity employer committed to creating a diverse and inclusive workplace. We encourage applications from individuals of all backgrounds and experiences.

Dear Candidate, Greetings From "APEX SERVICES" Designation -Equity sales/BRO/KAM Min Experience -1 YRS & above CTC - Upto 4.5 LPA Other perks - Incentives + Career Progression Plan + PF + ESIC + Mediclaim (Employee + Family) + Paid Leaves + Annual Increment + Performance LinkedIn Bonus. Location- Bangalore Roles & Responsibilities: - Will be responsible for sourcing & deepening relationships from existing customer base of Bank Will be responsible for selling Equity based investment products to this set of customer base. Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. Responsible for servicing and generating references from the partner bank Channel customer base. Required Skills : - Graduate / Post graduate with minimum 1 year of selling experience. Should have good communication & presentation skills. Should be a self-starter, proactive & target oriented. Should possess strong networking & relationship building skills. May have good existing client relationships in the market. Should have effective servicing skills and should be excellent in conflict management. Kindly reply with an updated CV on apex.mitalihr@gmail.com if you are interested in the mentioned Job Role. You can also call on 8112416630.

1-Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with HNI clients. 2-Cross Selling of other financial products like MF and Structured products. 3-Meet the required AUM.

Openings for Direct Sales -Direct 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

Role Description/ Scope of the Job Individual performance target & responsible of teams target achievement. Specific Role Responsibilities / Core Duties: 1. Team handling Experience minimum 1 to 3 years 2. To achieve healthy revenues without compromising on client's profitability. 3. Equity Proven experience as a Client Relationship Manager. 4. TPP (Third Party Product) sell to customers 5. Handle Inbound & Outbound calling Team 6. Training new employee Strong Product Knowledge 7. Minimum 2-5 Years Equity Dealing experience is required

Candidate needs to have sales experience in BFSI Candidate needs to have Life Insurance experience MANDATORILY Candidate needs to have good communication skills Interested candidates can call HR Varun-9310054306/ Whatsapp- Resume

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

About PhonePe Group: PhonePe is Indias leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and Lending) as well as adjacent tech-enabled businesses such as Pincode for hyperlocal shopping and Indus App Store which is India's first localized App Store. The PhonePe Group is a portfolio of businesses aligned with the company's vision to offer every Indian an equal opportunity to accelerate their progress by unlocking the flow of money and access to services. About Pincode: Pincode is a shopping app that offers a revolutionary new approach to e-commerce. Pincode places the local stores and sellers at the forefront of the digital shopping growth story. With Pincode, every Indian shopkeeper, regardless of their location, is digitally empowered to tap into the vast potential of e-commerce, creating unprecedented opportunities for growth, while driving innovation at scale. Summary : The incumbent will be responsible for managing operation metrics of accounts in his territory, track all important Metrics for Seller (Orders, Delivery TAT, CTT, OOS, Catalog Updates etc). Growth TracksCollateral to be deployed at store / Referrals to be enabled / Store Incentive to be discussed & implemented / Society Activations to be planned. This is an On-field role . : Account Management : Ensuring proper stock management at Store level Catalog updates as per demand trends and inventory status Facilitating order processing as per SLAs Monitoring picking and packing of goods at Store level Ensuring quality of packaging Account level monitoring of daily orders and deliveries Engaging with Stores and driving order frequency and volume Track store performance on a daily/weekly/monthly basis Monitoring demand generation activities like Society activations, store level promoter activities Map Competition : To be able to take timely action, it is imperative that we monitor the market and be informed of the competitions activity in key accounts. Operational Efficiency : Operations Executive is responsible for driving effective stockmanagement, packing and delivery of goods to customers as per timelines. Analyzing data trendsand providing guidance and support to store staff/account manager at Store level in improvingmetrics. Skills Required : 1-3 years of prior experience in operations, and vendor management. Excellent communication skills, both written and verbal. Strong interpersonal skills to build and maintain relationships with clients. Exposure to the startup environment is an added advantage. Proficiency in data entry and computer systems is an added advantage PhonePe Full Time Employee Benefits (Not applicable for Intern or Contract Roles) Insurance Benefits - Medical Insurance, Critical Illness Insurance, Accidental Insurance, Life Insurance Wellness Program - Employee Assistance Program, Onsite Medical Center, Emergency Support System Parental Support - Maternity Benefit, Paternity Benefit Program, Adoption Assistance Program, Day-care Support Program Mobility Benefits - Relocation benefits, Transfer Support Policy, Travel Policy Retirement Benefits - Employee PF Contribution, Flexible PF Contribution, Gratuity, NPS, Leave Encashment Other Benefits - Higher Education Assistance, Car Lease, Salary Advance Policy Working at PhonePe is a rewarding experience! Great people, a work environment that thrives on creativity, the opportunity to take on roles beyond a defined job description are just some of the reasons you should work with us. Read more about PhonePe on our blog. Life at PhonePe PhonePe in the news

: Own performance of the BUs operation across sites Own Operational performance for Inhouse & outsourced partner for the business unit Develop and track key performance indicators (KPIs) for support operations. Develop and implement operational strategies to enhance the overall efficiency and effectiveness Establish and maintain quality standards for support operations. Monitor and minimise the ageing of the support queue Build and operate the operations playbook for the BU Act as a point of contact in the operations of the BU to consolidate and program manage the experience erosion points in the ecosystem Maintain operational relationships across Internal and external support teams (Business, Strategy, Vendor, TnQ, WFM etc) and work with them to take the operation forward Optimize resource allocation, including people, technology, and tools, to ensure efficient and effective support operations. Analyze existing processes and workflows to identify areas for improvement. Should be able to identify and Program manage process/efficiency improvement projects Implement measures to reduce response/resolution times, and enhance overall experience. Team Management Lead and manage a team responsible for the day-to-day operations. Foster a culture of excellence, teamwork, and continuous improvement within the support operations team. Encourage and actively participate in professional development plans for team members. Work collaboratively to identify people's career goals, skill gaps, and areas for growth Desired skills and experience : Skills Ability to think holistically and in a structured fashion to solve problems Ability to deepdive on any people, process and technology failure points and come up with actionable and drive them to closure by working with respective partners Ability to understand data trends and make inferences, create plans of action and prioritization strategies for improvement Strong interpersonal and communication (written & verbal) skills with an eye for detail Ability to understand and implement strong process and governance frameworks keeping in mind both short term and long-term objectives of the organization Self-driven, proactive, with high levels of ownership Ability to work collaboratively with others Experience Graduate with good Operations understanding with at least 7 - 10 years of service operations experience & with at least 3 years in a people management role Proven experience in customer service operations management, with a focus on team leadership. Exposure to managing Broking/Mutual fund operations Trading is mandate PhonePe Full Time Employee Benefits (Not applicable for Intern or Contract Roles) Insurance Benefits - Medical Insurance, Critical Illness Insurance, Accidental Insurance, Life Insurance Wellness Program - Employee Assistance Program, Onsite Medical Center, Emergency Support System Parental Support - Maternity Benefit, Paternity Benefit Program, Adoption Assistance Program, Day-care Support Program Mobility Benefits - Relocation benefits, Transfer Support Policy, Travel Policy Retirement Benefits - Employee PF Contribution, Flexible PF Contribution, Gratuity, NPS, Leave Encashment Other Benefits - Higher Education Assistance, Car Lease, Salary Advance Policy Working at PhonePe is a rewarding experience! Great people, a work environment that thrives on creativity, the opportunity to take on roles beyond a defined job description are just some of the reasons you should work with us. Read more about PhonePe on our blog. Life at PhonePe PhonePe in the news

Head-Business Development and Implementation-UPI at PhonePe LocationBangalore About PhonePe Group: PhonePe is Indias leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and Lending) as well as adjacent tech-enabled businesses such as Pincode for hyperlocal shopping and Indus App Store which is India's first localized App Store. The PhonePe Group is a portfolio of businesses aligned with the company's vision to offer every Indian an equal opportunity to accelerate their progress by unlocking the flow of money and access to services. Culture At PhonePe, we take extra care to make sure you give your best at work, Everyday! And creating the right environment for you is just one of the things we do. We empower people and trust them to do the right thing. Here, you own your work from start to finish, right from day one. Being enthusiastic about tech is a big part of being at PhonePe. If you like building technology that impacts millions, ideating with some of the best minds in the country and executing on your dreams with purpose and speed, join us! Be part of one of the fastest growing businesses within PhonePe and contribute towards PhonePes mission to provide best payments experience to millions of users across the country. As part of the Payments team, the candidate will get exposure to multiple categories at PhonePe and will need to develop cross-functional understanding to drive growth in customers and revenue for PhonePe. The role is fit for someone with strong business intuition, first principles thinking stakeholder management skills and the ability to understand complex systems. Job overview Lead implementation and business development for all UPI related products for the PhonePe consumer app Fully own and grow the relationship with the Payment Network(NPCI), Bank Partners and any third party involved in building out UPI products on PhonePe. Work to align best in class product constructs, commercials and legal terms Ideate to help design population scale Product Constructs and Go To Market plans for their line of business Relentlessly drive implementation of agreed approaches to deliver projects and features on time Liaise with Product, Tech, Legal, Compliance and Business Finance management to close agreements and deliver products Design and create clear frameworks for product, feature and/or partner selection and present updates to Sr Management. Ability to manage and take a balanced view on complex product level compliances across UPI products Have the capability to be able to present and align top management on metrics, plans and ideas Ability to define and execute on all the above plus operating plans independently while being able to manage a medium sized team Preferred background and qualifications 6-10 years of experience in the payments domain, preferably at growing startups or banks Understanding of or exposure to UPI from a product or business perspective PhonePe Full Time Employee Benefits (Not applicable for Intern or Contract Roles) Insurance Benefits - Medical Insurance, Critical Illness Insurance, Accidental Insurance, Life Insurance Wellness Program - Employee Assistance Program, Onsite Medical Center, Emergency Support System Parental Support - Maternity Benefit, Paternity Benefit Program, Adoption Assistance Program, Day-care Support Program Mobility Benefits - Relocation benefits, Transfer Support Policy, Travel Policy Retirement Benefits - Employee PF Contribution, Flexible PF Contribution, Gratuity, NPS, Leave Encashment Other Benefits - Higher Education Assistance, Car Lease, Salary Advance Policy Working at PhonePe is a rewarding experience! Great people, a work environment that thrives on creativity, the opportunity to take on roles beyond a defined job description are just some of the reasons you should work with us. Read more about PhonePe on our blog . Life at PhonePe PhonePe Full Time Employee Benefits (Not applicable for Intern or Contract Roles) Insurance Benefits - Medical Insurance, Critical Illness Insurance, Accidental Insurance, Life Insurance Wellness Program - Employee Assistance Program, Onsite Medical Center, Emergency Support System Parental Support - Maternity Benefit, Paternity Benefit Program, Adoption Assistance Program, Day-care Support Program Mobility Benefits - Relocation benefits, Transfer Support Policy, Travel Policy Retirement Benefits - Employee PF Contribution, Flexible PF Contribution, Gratuity, NPS, Leave Encashment Other Benefits - Higher Education Assistance, Car Lease, Salary Advance Policy Working at PhonePe is a rewarding experience! Great people, a work environment that thrives on creativity, the opportunity to take on roles beyond a defined job description are just some of the reasons you should work with us. Read more about PhonePe on our blog. Life at PhonePe PhonePe in the news

Manager, Internal Audit Bengaluru, India About PhonePe Group: PhonePe is Indias leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and Lending) as well as adjacent tech- enabled businesses such as Pincode for hyperlocal shopping and Indus App Store which is Indias first localized App Store. The PhonePe Group is a portfolio of businesses aligned with the companys vision to offer every Indian an equal opportunity to accelerate their progress by unlocking the flow of money and access to services. Culture At PhonePe, we take extra care to make sure you give your best at work, Everyday! And creating the right environment for you is just one of the things we do. We empower people and trust them to do the right thing. Here, you own your work from start to finish, right from day one. Being enthusiastic about tech is a big part of being at PhonePe. If you like building technology that impacts millions, ideating with some of the best minds in the country and executing on your dreams with purpose and speed, join us! Job Role / Responsibilities - Develop a comprehensive understanding of PhonePes business, systems, and processes. - Conduct risk-based internal audits across stock broking processes such as trading, settlements, depository participant (DP) operations, client onboarding, and regulatory reporting. - Stay updated and ensure compliance with SEBI, NSE, BSE, NSDL, CDSL guidelines related to capital market regulations and Research Analyst including best practices, and emerging trends - Acquire in-depth process understanding for planned audits, including processes, systems involved, data flow, and datasets. - Execute audits from risk assessment, audit planning & scoping to execution & reporting. - Prepare / review RCMs, process notes, flow charts, and other working papers. - Drives and understand root cause of the observations and follow the 5 why approach for corrective action plans. - Prepare comprehensive audit reports, ensuring clarity, accuracy, and adherence to internal reporting standards. - Facilitate discussions with auditees on audit findings, ensuring a clear understanding of identified issues and recommendations, and report significant issues to senior management. - Provide timely updates on audits to the Internal Audit head, holding regular meetings with auditees. - Ensure the overall quality of audit reports and audit documentation based on methodology - Plan resource and budget for audit and be able to lead the audit team - Handle Internal Audit organizational activities, including budgeting, risk assessment, and external stakeholder management. - Conduct periodic follow-ups with auditees to monitor the timely and effective implementation of management action plans. - Demonstrates good understanding of data governance processes, practices, policies, and guidelines. Essential Skills/Qualification - Min 7 years of post-qualification experience in internal audit and/ or relevant function - Prior Industry experience in Broking Industry especially in Exchange or Depository Operations - Chartered Accountant or equivalent qualification - Sound understanding of control environment, compliance, and risk frameworks. - Excellent written and verbal communication skills. - Strong problem solving and analytical skills. - Be able to work in a fast-paced role with competing priorities. Adaptable to project requirements and does what is required to get the job done. - Demonstrate ability for seamless execution, continuous improvement and problem solving. Preferred Skills & Qualification - Experience in internal audits or organization risk and control functions. - Review quantitative analysis that translates data into actionable insights. PhonePe Full Time Employee Benefits (Not applicable for Intern or Contract Roles) Insurance Benefits - Medical Insurance, Critical Illness Insurance, Accidental Insurance, Life Insurance Wellness Program - Employee Assistance Program, Onsite Medical Center, Emergency Support System Parental Support - Maternity Benefit, Paternity Benefit Program, Adoption Assistance Program, Day-care Support Program Mobility Benefits - Relocation benefits, Transfer Support Policy, Travel Policy Retirement Benefits - Employee PF Contribution, Flexible PF Contribution, Gratuity, NPS, Leave Encashment Other Benefits - Higher Education Assistance, Car Lease, Salary Advance Policy Working at PhonePe is a rewarding experience! Great people, a work environment that thrives on creativity, the opportunity to take on roles beyond a defined job description are just some of the reasons you should work with us. Read more about PhonePe on our blog. PhonePe Full Time Employee Benefits (Not applicable for Intern or Contract Roles) Insurance Benefits - Medical Insurance, Critical Illness Insurance, Accidental Insurance, Life Insurance Wellness Program - Employee Assistance Program, Onsite Medical Center, Emergency Support System Parental Support - Maternity Benefit, Paternity Benefit Program, Adoption Assistance Program, Day-care Support Program Mobility Benefits - Relocation benefits, Transfer Support Policy, Travel Policy Retirement Benefits - Employee PF Contribution, Flexible PF Contribution, Gratuity, NPS, Leave Encashment Other Benefits - Higher Education Assistance, Car Lease, Salary Advance Policy Working at PhonePe is a rewarding experience! Great people, a work environment that thrives on creativity, the opportunity to take on roles beyond a defined job description are just some of the reasons you should work with us. Read more about PhonePe on our blog. Life at PhonePe PhonePe in the news

: Job TitleClearing & Settlement operator, DWS India Operations LocationBangalore, India Role Description The Clearing and Settlement Analyst is accountable for managing the end-to-end clearing and settlement process; ensuring smooth and timely market settlement of securities and cash transfers between the bank and its counterparty. This includes clearing and settlement through primary and secondary markets, or direct payment to clients and banks. The Clearing and Settlement Analyst supports interfaces with different internal and external stakeholders (front office, clients, brokers, nostro agents, exchanges and clearing houses) involved in the clearing and settlement process chain, according to the market standards. The role is responsible for trade date to settlement date processes (pre-matching and confirmation, trade processing, cash transfer, instruction routing, depot and inventory management, funding and settlement monitoring) and post-settlement date processes (fails management). What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education A0ccident and Term life Insurance Your key responsibilities Working with brokers, custodians to settle trades in a timely manner. Investigation of trades if any discrepancies and should reach out to respective teams/brokers for necessary corrections. Escalating to Front office for unsettled trades as per escalation matrix. Preparation of daily and monthly reports for outstanding trades/breaks on timely basis. Preparation of monthly KPI. Ensure team adherence to all cut-off times and quality of processing as maintained in SLA. Ensure that all queries/first level escalations related to routine activities are responded to within the time frames pre-specified Ensure healthy and harmonious relationship with the clients, partner teams as well as with own team Your skills and experience Strong analytical skills Fluency in Microsoft Office skills Good communication and interpersonal skills Exposure to Equity, and Bonds is preferable. Understanding of Trade life cycle How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm

This Opportunity is with a leading Stock Broking company for their office in Kolkata location Role: Equity Dealer Experience: 2 - 7 Year s Job Description: Role & Responsibilities: Responsible for managing clients' portfolios by assessing their needs and advising them on their investments based on the research reports generated by the research department. Communicating trading on calls and investing ideas to customers. To trade on behalf of clients. Responsible for brokerage generation. Cross selling third party products. Research and build relationships with clients. Required Skillset: Pleasant personality and good communication skills. Basic knowledge of finance and financial products. Must have worked on ODIN software. Good in Excel. NISM Certification Any Graduate - Full Time Interested Candidates can share their CV's at priyal@topgearconsultants.com

Position Overview: A Travel Consultant is responsible for helping clients plan, book, and manage their domestic travel experiences. The role involves providing expert advice on travel destinations, accommodations, transportation. The advisor ensures a seamless and enjoyable travel experience, catering to the specific preferences and needs of the clients. Experience: Freshers or Previous experience in the travel industry or customer service is highly desirable. Knowledge of domestic travel destinations and services is a plus. Any degree in Travel and tourism recommended Key Responsibilities: 1. Consulting with Clients: o Assist clients in identifying travel preferences and goals, including budget, duration, and type of experience (e.g., adventure, relaxation, cultural). o Provide personalized recommendations for destinations, accommodations, activities, and transportation based on client needs and preferences. o Offer advice on local events, festivals, and seasonal travel recommendations. 2. Trip Planning & Itinerary Creation: o Create customized itineraries for clients, ensuring that all aspects of their trip (flights, hotels, car rentals, excursions, etc.) align with their preferences and travel goals. o Ensure that all necessary travel documents (e.g., bookings, confirmations) are organized and provided to clients ahead of time. o Make recommendations for dining, entertainment, and local experiences to enhance the trip. 3. Booking and Reservations: o Handle reservations for domestic travel, including flights, trains, buses, hotels, tours, and other services. o Manage payment processing and ensure that all bookings are confirmed and accurate. o Communicate with suppliers to arrange accommodations and activities based on client requirements. 4. Customer Support and Problem Resolution: o Provide ongoing support to clients before, during, and after their trip, addressing any issues or concerns that may arise. o Handle last-minute changes, cancellations, and rescheduling, offering alternatives and solutions when necessary. o Serve as a point of contact in the event of emergencies, travel disruptions, or unexpected challenges. 5. Research and Staying Updated: o Stay informed about the latest travel trends, domestic destinations, accommodation options, transportation routes, and regulations. o Continuously research new destinations, services, and experiences to provide clients with fresh ideas and exclusive deals. o Attend industry events, webinars, and training sessions to remain knowledgeable about the domestic travel market. 6. Sales and Upselling: o Promote additional travel services such as travel insurance, car rentals, guided tours, and activities. o Meet sales targets by offering clients packages, upgrades, or add-ons that enhance their travel experience. o Assist in marketing campaigns or promotions to attract new clients and maintain customer relationships. Skills: o Strong communication skills (written and verbal) to liaise with clients, suppliers, and stakeholders. o Excellent organizational and multitasking abilities. o Ability to work independently and as part of a team. o Proficiency with booking systems, online research, and office software (e.g., Microsoft Office, CRM systems). o Problem-solving and conflict resolution skills. o Detail-oriented with a focus on customer satisfaction. o Knowledge of travel regulations and safety guidelines.

Hi.... We are hiring for the position of senior Manager in the Life Insurance sector. Job Details: Experience Required: Prior experience in Life Insurance is mandatory. Background in Agency 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: 3.5 to 7.8 LPA. Incentives & best performers will be provided with additional incentives & benefits. How to Apply Email Your Resume: loalithtl2@gmail.com WhatsApp Your Updated CV : 7075543792 Thank you for your time, and we look forward to connecting! Thanks & Regards, Chandra Kala Reddy HR -Team 7075543792

Hi.... We are hiring for the position of senior Manager in the Life Insurance sector. Job Details: Experience Required: Prior experience in Life Insurance is mandatory. Background in Agency 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 8 LPA. Incentives & best performers will be provided with additional incentives & benefits. How to Apply Email Your Resume: loalithtl2@gmail.com WhatsApp Your Updated CV : 7075543792 Thank you for your time, and we look forward to connecting! Thanks & Regards, Chandra Kala Reddy HR -Team 7075543792

Role Title: Relationship Manager Professional Clients Group (PCG) Reporting To: Cluster Head PCG Location: Mumbai / Delhi/ Bangalore / Chennai / Hyderabad / Ahmedabad / Pune / Kolkata / Guwahati Experience Required: 5+ years Role Type: Individual Contributor About the Professional Clients Group (PCG) The PCG vertical at Nuvama caters to Ultra-HNIs, Family Offices, and Corporate clients. With presence in all key metro cities across India, the team delivers specialized services in equity, derivatives, and wealth solutions backed by high-touch engagement and strong research capabilities. Role Overview As a Relationship Manager – PCG, you will be responsible for acquiring, managing, and growing a portfolio of UHNI and Family Office clients. The role requires strong understanding of capital markets, equity advisory, and wealth management products, along with an entrepreneurial mindset to build and deepen client relationships. Key Responsibilities Acquire new UHNI, Family Office, and Corporate clients (minimum 1 Cr+ per account) Manage end-to-end client onboarding and relationship lifecycle Deliver advisory-led services across Equity, Derivatives, Currency, and Alternative Investments Cross-sell a wide range of products including PMS, AIFs, Mutual Funds, Bonds, and Structured Products Achieve wallet share growth, revenue targets, and client retention KPIs Ensure client satisfaction through proactive servicing and consistent engagement Liaise with internal teams (Risk, Operations, Compliance) for smooth execution and governance Maintain adherence to corporate policies, risk, and regulatory frameworks Candidate Profile 5+ years of experience in Broking or Wealth Management Proven track record in servicing UHNI or Family Office clients Deep knowledge of Equity (Cash, F&O), Wealth Products (MFs, PMS, AIFs), and Structured Solutions Existing client book and relationships preferred Excellent interpersonal and communication skills Highly driven, client-obsessed, and performance-oriented Why Join Nuvama PCG Uncapped incentive structure with payouts among the best in the industry Work with one of India’s most respected names in wealth management Freedom to drive your own book with robust product and platform support Regards, HR Team

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@kotal.com or call on 8425915760 Location: Raipur, Bongaigaon, Jorhat, Silchar, Bhubanswar, Bhilai, Durg Guwahati. 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

Hi.... We are hiring for the position of senior Manager in the Life Insurance sector. 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 8 LPA. Incentives & best performers will be provided with additional incentives & benefits. How to Apply Email Your Resume: loalithtl2@gmail.com WhatsApp Your Updated CV : 7075543792 Thank you for your time, and we look forward to connecting! Thanks & Regards, Chandra Kala Reddy HR -Team 7075543792