2007 Broking Jobs - Page 22

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.

Dear Candidates, We are particularly looking forward for candidates with experience in Banca Channel/ Independent Broking house or Franchisee who are looking for an opening with Bank Broking channel Job Description: Roles and Responsibilities 1. Communicating trading calls and investing Ideas to customers. 2. Thorough knowledge of all exchange rules, regulations and compliances. 3. Ability to advise the clients from time to time based on the research calls. 4. Generating brokerage and volume. 5. To Trade on behalf of clients, keeping them informed about rates, research information and market outlook , order & trade details and confirmations. 6. Identify new streams for revenue and maintain cordial relationship with existing clients. 7. Developing relationship with Clients and generating leads through references. 8. Achieve laid down target W.r.t Revenue Generation And Client Activation. 9. Cross selling third party products( Life Insurance & Mutual funds.) Designation: Equity Dealer Location : Hyderabad Qualification : Minimum Graduation Certification : NISM Series VIII Age : Max 40 Years Candidate Profile: Equity Dealer 1) Graduation 2) Candidates with minimum 1 year experience in Equity Dealing is mandatory Candidates may also send their resume to manasi.s@sbicapsec.com Whatsapp : 7736562628 Thanks & Regards, Team HR SBICAP Securities Ltd.

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 13 LPA. Incentives & best performers will be provided with additional incentives & benefits. How to Apply Email Your Resume: loalithmps@gmail.com WhatsApp Your Updated CV : 8977027369 Thank you for your time, and we look forward to connecting! Thanks & Regards, Chandra Kala Reddy HR -Team 8977027369

Job Opening: Phone Banking Officer (Bank Payroll) Location: Andheri / Thane / Noida Shift: Day Shift | Work from Office Salary: Up to 4 LPA (Based on Interview) Process: Inbound / Outbound Graduates (Freshers can apply) Call 9082104424 Sanika Required Candidate profile Handle inbound and outbound customer calls professionally Assist customers with account queries, transaction details & basic banking services Escalate unresolved issues to the appropriate department Perks and benefits Bank Payroll Bonus Many more

We are hiring for. Job Title: Telecaller Specialist No. of Openings: 50 Salary Range: 18-23k CTC per month Location: Bangalore Employment Type: Full-Time For More Information, call or whatsapp your CV - 90238 62949 Vivek Required Candidate profile Requirements: 1. Minimum 6 months of proven Outbound Sales experience as a representative or in a similar sale. 2. Fluency in English and Hindi and any other regional language.

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 5) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges. Skills : - Team Managemeant, Acquisition of Demat & Trading Accounts, Knowledge of Investment Products (Mutual Funds, PMS, AIF, Structured Products), Equity Sales, Broking, Demat, Stock Broking, Equity Sales, Trading Accounts, Mutual Funds, PMS, AIF, Structured Products

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 5) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges. Skills : - Team Managemeant, Acquisition of Demat & Trading Accounts, Knowledge of Investment Products (Mutual Funds, PMS, AIF, Structured Products), Equity Sales, Broking, Demat, Stock Broking, Equity Sales, Trading Accounts, Mutual Funds, PMS, AIF, Structured Products

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 5) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges. Skills : - Team Managemeant, Acquisition of Demat & Trading Accounts, Knowledge of Investment Products (Mutual Funds, PMS, AIF, Structured Products), Equity Sales, Broking, Demat, Stock Broking, Equity Sales, Trading Accounts, Mutual Funds, PMS, AIF, Structured Products

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 5) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges. Skills : - Team Managemeant, Acquisition of Demat & Trading Accounts, Knowledge of Investment Products (Mutual Funds, PMS, AIF, Structured Products), Equity Sales, Broking, Demat, Stock Broking, Equity Sales, Trading Accounts, Mutual Funds, PMS, AIF, Structured Products

Description We are seeking an experienced Equity Dealer to join our team in India. The ideal candidate will have 1-4 years of experience in equity trading and a deep understanding of market dynamics. Responsibilities Handle High Net worth Customers Activation and Revenue Generation Cross selling: Mutual Funds, PMS, NCDs, Corporate Bonds & Other Investing Products to high Net worth Customers New Client Acquisition Building of MTF Book. Skills and Qualifications Bachelor's degree in Finance, Economics, or a related field. NISM certificate is mandatory. Strong analytical skills and attention to detail. Familiarity with trading platforms and financial software. Excellent communication and interpersonal skills. Ability to work under pressure and make quick decisions. Knowledge of equity markets and investment strategies.

Responsibilities: * To acquire client for Demat accounts & Mutual Funds & Portfolio * To activate the relationship by bringing in the value in the accounts * Collaborate with sales team on mutual funds & insurance products Health insurance

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + Other benefit Job Description: 1) Trading on behalf of the clients and Advising clients on market Queries 2) Building relationships with NRI clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, etc) 4) Graduation and nism 8 certificate is mandatory. Kindly reply with an updated CV a t apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.

Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads Conduct meeting with clients as part of client servicing and cross selling other financial product Understand the market updates for the day to provide accurate information to the client Profile customers based on their investment trends and past record available with us Attend calls and execute the orders on behalf of clients by doing Pre trade and post trade confirmation. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. Pitch clients for other investment products offered by the company To maintain a synergistic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business Update clients visit and all other communication with the client in the CRM software Work towards building a network and expanding the client base. Key Result Areas Call Management Ensure all calls received at the desk are handled effectively and without waiting period Reactivating dormant clients Continuously work towards reactivating dormant clients Cross Sell Third Party Products Develop avenues through networking with active and reactivated clients to sell third party products Data Management Accurately record key information of the client to build revenue generation plan

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

Role & responsibilities Contacting prospective customers via call to introduce our insurance products and services. Engaging leads in meaningful conversations to understand their insurance needs and preferences. Educating customers on the features, benefits, and coverage options of our insurance policies. Effectively overcoming objections and addressing concerns to close sales. • Following up with leads who have expressed interest but have not yet made a purchase. Meeting or exceeding weekly and monthly sales targets. Providing exceptional customer service to build and maintain positive relationships with clients. Building relationship with channel partner. About the channel Welcome to our revolutionary virtual bancassurance channel, where the future of insurance meets cutting-edge technology! Imagine a platform where traditional banking and insurance services seamlessly merge into a dynamic, user-friendly virtual space. Join us on the forefront of innovation and experience the future of bancassurance today! Essential conditions Age: 21 38 years Education: Graduation in any stream Minimum Sales Experience: 4 to 6 years Pref with BFSI/Contact Centre selling financial products. Excellent English Communication Skilll Mobile: +91-7828948411 Email id: kritikav@hdfclife.com

Greetings from Kotak Life Insurance!! We are Currently hiring For a Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.krunali-kini@kotak.com or call on 9975341093 Location: Bangalore, Hyderabad, Ahmedabad, Surat, East Delhi, South Delhi, Central Delhi, Mumbai 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.

1.Drive sales and achieve targets by building relationship with Existing Customers 2.Cross Selling/Reference Selling opportunities. 3.Ensure Renewal is collected to keep every policy live. 4.Generating References through every customer interaction. Required Candidate profile hiring for well known life insurance company Minimum 2years exp in Agency or Direct Channel in Life insurance company Graduate must Age - 36 For more job details 7008628064 ( Whatsapp / Call)

Candidate needs to have BFSI Experience Candidates with Life Insurance Experience will be preferred Candidate needs to have decent communication skills Interested candidates can Call/Whatsapp HR Varun- 9310054306

Role & responsibilities To ensure active management of clients & achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options Responsible for new client acquisition To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have a clear focus on client mining To conduct regular Client Meetings & update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Keep abreast of the market news, financial trends, and current affairs attend post result con-calls, and analyst meets for improved client servicing. Preferred candidate profile Graduate/post graduate with 3 years experience\should have good communication skills should be self starter Share resume on Shivangi.maheshwary-v@adityabirlacapital.com

About BU: 99acres.com 99acres is a gateway to one of the fastest-growing property markets of the world for buying, renting and selling of all types of properties in India. With over 9 million visitors visiting the website every month looking for real estate solutions, 99acres.com has over 10 lakh residential and commercial property listings and over 1.5 lakh new projects Title : Senior Executive / Assistant Manager Required Educational Qualification: Any Graduate or Postgraduate Desired Experience : 1-5 years Job Objective : Objective of the role is to generate revenue for the company by offering specialized services to prospective clients and get them registered on 99acres.com. Roles & Responsibilities: Sell online advertising solutions telephonically to builders / brokers / customers by assessing their requirements Generate leads through cold calling and referral channels to maximize sales and establish Relationships Initiate repeat sales by follow up with existing clients Achieve sales targets by new customer acquisition and ensure growth / revenue from existing Customers Develop in-depth knowledge about the products and services to make suitable recommendations based on client requirements Increase customer engagement by proactively solving client concerns and queries Liaoning with related departments to ensure end to end solutions to the client Continually meeting or exceedingly daily and monthly targets with respect to call volume and sales Required Skills: Good communication skills Active listening skills Strong convincing skills Client handling skills Ability to handle stress and rejection in soliciting clients Roles and Responsibilities About BU: 99acres.com 99acres is a gateway to one of the fastest-growing property markets of the world for buying, renting and selling of all types of properties in India. With over 9 million visitors visiting the website every month looking for real estate solutions, 99acres.com has over 10 lakh residential and commercial property listings and over 1.5 lakh new projects Title : Senior Executive / Assistant Manager Required Educational Qualification: Any Graduate or Postgraduate Desired Experience : 1-5 years Job Objective : Objective of the role is to generate revenue for the company by offering specialized services to prospective clients and get them registered on 99acres.com. Roles & Responsibilities: Sell online advertising solutions telephonically to builders / brokers / customers by assessing their requirements Generate leads through cold calling and referral channels to maximize sales and establish Relationships Initiate repeat sales by follow up with existing clients Achieve sales targets by new customer acquisition and ensure growth / revenue from existing Customers Develop in-depth knowledge about the products and services to make suitable recommendations based on client requirements Increase customer engagement by proactively solving client concerns and queries Liaoning with related departments to ensure end to end solutions to the client Continually meeting or exceedingly daily and monthly targets with respect to call volume and sales Required Skills: Good communication skills Active listening skills Strong convincing skills Client handling skills Ability to handle stress and rejection in soliciting clients

About the Role Are you a go-getter who thrives in a high-performance lending environment? Were looking for a passionate and driven Sales Head LAS to lead our Loan Against Securities (LAS) vertical. You will own the growth, drive channel partner engagement, and work closely with wealth managers, AMFI partners, and mutual fund distributors to build a powerful distribution network. This is not just a sales job it’s a leadership opportunity to build and scale one of the most innovative lending products in the market. Key Responsibilities Take ownership of LAS business growth in your assigned region. Manage and expand a network of channel partners , wealth managers , and AMFI-registered mutual fund distributors . Develop strategies to activate high-performing DSAs and financial distributors. Drive monthly and quarterly disbursement targets through strong relationship management. Deliver partner training, onboarding, and ongoing support for better conversion. Collaborate with credit, ops, and product teams to ensure a frictionless partner and customer journey. Analyze market trends, competition insights, and partner performance for strategic decisions. What We’re Looking For 4–5 years of strong experience in Loan Against Securities / Wealth Lending / Investment-Backed Loans. Proven track record of managing and scaling partner networks. Prior experience working with AMFI-certified partners, IFAs, and wealth distribution models . Great communicator with strong relationship-building and business negotiation skills. Self-motivated, goal-oriented, and excited to lead with ownership. Preferred Background Candidates from NBFCs, Banks, Fintechs , or Wealth-Tech companies with LAS product exposure. Strong understanding of loan against mutual funds, shares, bonds, and other financial instruments . Why Join Us? Fast-growing fintech ecosystem with a collaborative culture. Freedom to take ownership and lead a business line. Attractive incentives, recognition, and leadership visibility. Opportunity to work with a mission-driven team in a high-impact role.

Dear Applicant, We are hiring Quality Analyst for our Jodhpur and Udaipur(Rajasthan) 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 sakina.chowdhury@sbicapsec.com Thanks & Regards, Sakina Chowdhury Human Capital 9831186780

Role & responsibilities To ensure active management of clients & achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options Responsible for new client acquisition To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have a clear focus on client mining To conduct regular Client Meetings & update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Keep abreast of the market news, financial trends, and current affairs attend post result con-calls, and analyst meets for improved client servicing. Preferred candidate profile Graduate/post graduate with 3 years experience\should have good communication skills should be self starter NISM8 Mandatory Contact HR : Santhosh - 9560385650

Role & responsibilities To ensure active management of clients & achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options Responsible for new client acquisition To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have a clear focus on client mining To conduct regular Client Meetings & update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Keep abreast of the market news, financial trends, and current affairs attend post result con-calls, and analyst meets for improved client servicing. Preferred candidate profile Graduate/postgraduate with 3 year's experience should have good communication skills should be self-starter. Share your resume on shivangi.maheshwary-v@adityabirlacapital.com If you have any refrence pls drop cv

Wealth Management - Internship - 6 no's ( Noida ) Key responsibilities: 1) Work on Equity, Capital Markets & Research related along with Tele Calling and Sales related learning 2) Create Financial modelling for investors to find profitable investments. 3) Closely work with the Sales and Customer Care Team 4) Recommend individual investments. 5) Assess the performance of Stocks, Investments & Bonds. Intern Duration: 3 to 6 months Qualification: MBA in any discipline (Fresher only) Location: Noida Stipend: 5,000.00 per month Note: * Direct Interview (No Virtual Interview) * Work from Office Only Only Local Candidates shall apply (Delhi NCR Region) Interested Candidate shall share your Resume to 93110 85557 by only whatsapp. (No Calls)