2007 Broking Jobs - Page 23

Role: Phone Banking Officer / CCE Process: Inbound Voice Location: Thane/Noida Key Responsibilities: Handle inbound customer calls (accounts, cards, loans, net banking,) Provide first-call resolution & excellent service May involve cross-selling Required Candidate profile Graduate Freshers welcome | BPO/Banking exp. a plus Good spoken English Basic computer skills Customer-first attitude, patience, problem-solving Age limit-30 yrs Call 9022157571 Khyati www.hyfly.in

As a freight Operation Specialist, you will be in charge of managing daily dispatch operations, building and assigning loads to our carrier networks, tracking and tracing shipments and coordinating loads with truck drivers, brokers and shippers. We are looking for a strategic, efficiency-obsessed, problem-solver with a high sense of urgency to help grow our network of carriers. Key responsibilities include: - Search for the best available loads in the market to meet our carriers expectations - Book and negotiate the best rate possible with brokers and shippers - Manage loads and shipments in real time - Schedule required appointments - Ensure on-time pickup and dropoff always - Driver load monitoring, including resolving any issues that may affect the scheduled times for pickup or dropoff, while proactively communicating to the affected parties - Able to manage an handful of assigned trucks, while providing exceptional customer service - Manages the paperwork associated with every load booking such rate negotiations, verifying rates, broker carrier setups, rate confirmation validation and deliveries, PODs, etc. - Complete broker/carrier packets on behalf of our carrier networks - Responsibile for maintaining and developing carrier files - Track relevant key performance indicators and metrics with focus on identifying efficiencies - Maintain customer profile information and enter loads from customer tenders into our TMS - Update account managers on problem loads and what actions have been taken; update receivers and customers on status of loads - Monitor daily pick-ups and deliveries; verify that loads have arrived on time and in good condition - Take check calls from drivers, ensuring that loads will deliver on time; validate all load data prior to marking loads delivered, for accounting purposes - Investigate product overages, shortages, damages, and complete appropriate documentation - Schedule and reschedule delivery appointments for all loads; accept or decline loads based on direction from account managers - Provide detailed directions and instructions to properly route drivers The ideal candidate - Strong communication and organizational skills - Proficient with Apple Mac OS and Google Suite (GMail, Docs, Sheets) and any related CRM - 2 years minimum experience with customer support services - Preferably with customer service and relationship management experience - Proficient in English - Team player - Ability to problem solve and adapt quickly in a fast-paced Startup working environment. Qualification: Any Graduate

We are looking for a skilled and experienced Options Dealer to join our dynamic dealing desk in Mumbai. The ideal candidate will have a strong understanding of equity and derivatives markets, demonstrated experience in Options Trading, and a proven ability to manage HNI and UNI clients effectively. A valid NISM Series VIII (Equity Derivatives) certification is mandatory, along with a minimum of 34 years of relevant experience. Key Responsibilities Execute trades in Equity and Derivatives (Options) on behalf of clients with 0% dealing errors. Efficiently handle and manage HNI and UNI clients with a focus on timely trade execution and exceptional service. Operate trading terminals such as Neat, Kambola, Greeke, and ODIN with proficiency. Provide real-time order updates and confirmations to clients over recorded communication lines. Engage consistently with clients, including the reactivation of dormant accounts. Promptly address and resolve client queries in a professional manner. Maintain accurate trade execution records and client interaction logs using internal CRM tools. Collaborate with internal branches for revenue generation and effective issue resolution. Ensure strict adherence to Risk Management, Settlement, and Compliance protocols. Comply with SEBI regulations, exchange rules, and internal company policies. Acquire and onboard quality clients through strategic networking, referrals, and market insights. Execute orders using Bloomberg or equivalent trading platforms. Required Skills & Qualifications Minimum 4 years of experience in Institutional Dealing. Valid NISM Series VIII (Equity Derivatives) Certification. Comprehensive knowledge of equity and derivatives (options) trading. Proficiency in using trading terminals and software (e.g., Bloomberg, ODIN). Strong client servicing and relationship management skills.

Forex BDM - Mumbai, Pune - Hybrid - 80K Plus. min 3 - 4 years Forex sales exp is must. Acquiring clients. New forex investors , Excellent communication skill in English and local language must. Please apply with updated resume. call on 9930060601

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 sharvari-lokare@kotak.com or Whatsapp on 9892923348 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.

Responsibilities: Close deals through effective communication Build and maintain relationships with shippers and carriers. Negotiate rates &contracts effectively. Monitor shipments to ensure timely delivery. Resolve any issues or delays proactively.

Establishing & strengthening relationship with the Bank Branch Manager to gain leads.Prospecting customers of the Bank & conducting Quick Need Analysis 7374848545- Neelam

Maintain relationships with clients and provide excellent after-sales service. Generate leads through market research, references, and cold calls. Report daily field activities to the sales manager. Required Candidate profile Minimum 2 years’ experience in field sales, insurance, or banking sector. Must graduate Strong communication and negotiation skills. Immediate joiners

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, Surat, East Delhi, South Delhi, Central Delhi 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.

Greetings from Kotak Life Insurance!! We are Currently hiring For a Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.krunali-kini@kotak.com or call on 9975341093 Location: Mumbai, Ahmedabad, Pune, Surat Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times. 6. Take regular feedback from partners and customers on satisfaction on selling process and products. 7. Review Sales plan of the partner and support their growth. 8. The employee will be on payroll of Kotak Life. 9. Candidate will be seating in the premises of DNSB.

Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services

Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Candidate Profile Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications _ Skills : - Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services

Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDm IFA & Franchisee channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications

Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDm IFA & Franchisee channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications

Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDm IFA & Franchisee channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications

Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), Insurance. Handling Queries & complains of client's & solving it within TAT. Should apply deep market understanding & Advance strategies to increase book size & revenue. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. Coordinate with Third Party Product Manufacturers, and all the stake holders. Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products

-To sell the life insurance to the customers leads given by Bank - To achieve the given target - It is a field Job and need to visit the bank branches - Send CVs at popularplacement@yahoo.com Required Candidate profile - 1 Year sales experience in Banca Insurance is required. - Should have good communication skill - candidates can send CVs at popularplacement@gmail.com

Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), Insurance. Handling Queries & complains of client's & solving it within TAT. Should apply deep market understanding & Advance strategies to increase book size & revenue. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. Coordinate with Third Party Product Manufacturers, and all the stake holders. Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products

Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDm IFA & Franchisee channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications

Identifying & Empaneling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors (IFD/ IFAs) Training new empaneled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services

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

Candidate must be graduate Prefer Banking and Insurance sales exp candidate Freshers can also apply Bike and DL is mandatory Open for field work Candidates can WhatsApp CVs @HR Deepak- 9958131215

Post : Business Development Manager • Recruiting Team members • Manage sales goal achievement through team • Training and developing Team on commission basis • Promote & motivate Team • Handling the advisers to work • Negotiate/close Leads Required Candidate profile • Graduation Must • Must have 1 year of experiencein Sales / Banking / Finance / insurance sector • Good Communication skills • For more info. Call on : 78619 85887 HR Janak Perks and benefits Incentive + PF + Mobile with Several allowances

Job Title: Relationship Manager Location: Bangalore Malleswaram Key Responsibilities: Acquire and onboard new HNI clients in broking services. Manage and nurture relationships with existing HNI clients. Understand client investment needs and recommend suitable broking products and solutions. Drive revenue growth through cross-selling and upselling financial products. Monitor market trends and competitor activity to identify new opportunities. Ensure compliance with regulatory guidelines and company policies. Collaborate with internal teams to deliver seamless client service. Keywords: Broking, HNI clients, New client acquisition, Investment advisory, Client relationship management, Cross-selling, Revenue growth, Compliance, Market research.

Job Description : Sales of Health policies of through the agency model. Recruit, train agents and generate business through them in the assigned territory. • Responsible for licensing and tracking activation of the same regularly. • Interdepartmental Coordination with other departments such as U/W, Claims, & Operations. • To meet agents, Lead Providers, intermediaries on a regular basis and maintaining records of the same in a planned manner. *Please forward it to any friends or colleagues looking for jobs and interested for working in agency channel.* interested candidate can mail us your updated resume on the given mail id: ishita.mehta@icicilombard.com