6707 Broking Jobs - Page 24

Interested Candidates can share Resume on kli.nishmitha-kotian@kotak.com or 8828395189 Location: Hissar, Chandigarh, Ludhaina Role & responsibilities - Convert leads and generate business through leads shared by the organization - Visit potential customers for new business - Grow existing accounts and develop new accounts in order to meet sales and profitability goals establish by the Direct-Sales Management - Keep database current and accurate with: target customer, current customer and future customer - Ensuring that business targets are met month on month - Working on pre-fixed appointments. Preferred candidate profile Perks and Benefits - Qualification - Any Graduate Perks and benefits -...

Role & responsibilities : Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients while maintaining and nurturing long-term relationships with existing clients. Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement PCG Advisory Dealer Must hav...

Hiring for Multiple Roles! Phone Banking Officer Customer Relationship Manager Service Assurance Manager Escalations Manager Video KYC Officer Virtual Relationship Manager Personal Banker on Call Apply Now Call:9773553319 Simran 9137797705 Hrutika Required Candidate profile No Field Job! Work from the bank’s own contact center handling customer queries over the phone. Knowledge of banking processes, credit cards, insurance, or mutual funds is a plus. Visit: www.hyfly.in

Hiring for Multiple Roles! Phone Banking Officer Customer Relationship Manager Service Assurance Manager Escalations Manager Video KYC Officer Virtual Relationship Manager Personal Banker on Call Apply Now Call: 8169642494 Yogesh Required Candidate profile No Field Job! Work from the bank’s own contact center handling customer queries over the phone. Knowledge of banking processes, credit cards, insurance, or mutual funds is a plus. Visit: www.hyfly.in

Commodity/Equity Role Involved advising/dealing trading cross selling involved. Strong knowledge of capital market.Advising Ultra HNI clients on equity, derivatives, currency & commodity market. Managing large customer with book size of 25lac & above Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Candidate should move a minimum book size of 20 cr Look for candidates from Wealth Channel.have exp handling the HNI and UHNI Clients

SUMMARY Retail Staff Position in Pune Job Description Our client, a UAE-based multinational conglomerate, is seeking freshers to join their retail staff team in Pune. The group is involved in retailing a wide range of products including apparel, footwear, consumer electronics, cosmetics & beauty products, home improvement, and baby products. Additionally, the group focuses on hospitality & leisure, healthcare, and mall management. Responsibilities Perform folding and stacking at basic tables. Ensure timely display of received stocks. Responsible for the upkeep of the section. Maintain a carton-free floor. Ensure merchandise clearance from the trial room. Maintain display standards, including...

Sales & Business Development Achieve assigned monthly and annual sales targets for life insurance products through bank branches. Drive penetration of protection, savings, ULIP, and retirement products. Work with branch staff to generate quality leads and ensure high conversion ratios. Plan and execute micro-marketing activities, customer meets, and insurance awareness drives. 2. Relationship Management Build strong and effective relationships with Bank Branch Managers, Cluster Heads, and frontline teams. Act as the single point of contact for all bancassurance product queries and sales support. Ensure smooth coordination between bank teams and internal operations. 3. Training & Capability B...

Roles and Responsibilities Manage sales performance of the team by setting targets, tracking progress, and providing coaching. Analyze market trends and competitor activity to stay ahead in the industry. Build strong relationships with clients to identify their needs and provide tailored solutions. Skills Required: Excellent leadership and communication skills. Strong ability to drive performance through motivation and coaching. Sound knowledge of the insurance and financial services industry. Result-oriented and proactive approach. For More Info: Contact: Shashi | +91 8460886875

Job Description Sales Executive (Insurance & Financial Products) 1. Position Overview The Sales Executive will be responsible for acquiring clients and selling multiple financial products such as Life Insurance, Health Insurance, Motor/Vehicle Insurance, Travel Insurance, Mutual Funds, Demat Accounts, and other investment/wealth solutions . The role requires strong product knowledge, excellent communication skills, and the ability to understand client financial needs and recommend suitable solutions. 2. Key Responsibilities A. Lead Generation & Prospecting Identify potential clients through cold outreach, referrals, digital leads, field visits, and networking. Maintain an active pipeline of ...

Build team of financial advisors from open market Set targets and create growth plans. Train and support agency staff. Ensure renewal and upsell opportunities Coordinate with backend teams for smooth processing Required Candidate profile Bachelor’s degree in any discipline. 2+ years of experience in sales and Marketing. Strong communication, leadership, and negotiation skills. WhatsApp Number: 8460886875- Shashi.(HR)

Job Description: As a Client Relationship Manager (Field Sales) at Bigul.co, you will play a crucial role in acquiring and managing new and existing clients for financial products such as Mutual Funds, Insurance, and Broking. Your expertise in financial products and proven track record in sales and client relationship management will be instrumental in driving revenue growth and achieving sales targets through field sales activities. You will provide financial advisory services to clients based on their investment needs and build long-term customer relationships through trust and consultative selling. Conducting regular meetings, client visits, and presentations to promote products and servi...

Life insurance sales through assigned Bank Branches. Coordinating between Bank and company from Lead generation to policy conversion. Follow up with Operations of Banks. Required Candidate profile To build mutually beneficial relationships with Bank and help in acquisition of clients. Customer Requirement Gathering and Analysis for better product pitching.

Life insurance sales through assigned Bank Branches. Coordinating between Bank and company from Lead generation to policy conversion. Follow up with Operations of Banks. Required Candidate profile To build mutually beneficial relationships with Bank and help in acquisition of clients. Customer Requirement Gathering and Analysis for better product pitching.

Openings For Direct sales channel For Life Insurance -Direct channel sales -Need to work on company assigned Leads -Have an opportunity to Promote Leading Life Insurance of Multiple Life Insurance companies Apply/share/Refer your CV at 8767546566 Required Candidate profile -Any candidate with minimum 1 year of Life insurance sales into Direct sales channel/Loyalty Channel/Insurance Brokers/ Agency channel can Apply Perks and benefits Incentives + allowances +Fast-track promotion

National Sales Manager The objective of the role is to head the existing NBFC relationship and to acquire new relationships Responsible for driving business through existing and new NBFC Partners. Driving the team to achieve business targets Required Candidate profile 15+ year Experience in insurance (General Insurance- NBFC experience preferred) Chennai Location Perks and benefits CTC : 60 LPA + Bonus + Incentive

Candidate needs to have life insurance experience of 4 years Candidates will work on outbound calls to sell life insurance to customers Interested customers can call/whatsapp CV@HR jyoti-9266056478

New client acquisition drive for opening new demat & trading accounts Working on RA model (Referral Associates) for new client acquisition. Conducting local area marketing activities like prospects seminars & webinars Cross Selling

**Greetings from Edelweiss Life Insurance Company Limited ! We are hiring experienced candidates for the post of Relationship Manager (RM/SRM/ERM) for our Catholic Syrian Bank Channel. JOB LOCATIONS : Panamaram, Pulpally, Koduvayur, Valanchery. Role & responsibilities 1. Cross selling of Life insurance products to the bank customers at the bank centres. 2. Creating a good rapport with the bank staffs for effective lead generation & conversion Preferred candidate profile 1. Should be a graduate with minimum 1 year of sales experience in Insurance/Banking/ BFSI industry. 2. Should be aware of Life Insurance industry. 3. Should be ok to travel(branch visit & customer call). Annual CTC up to 4 L...

Hiring Inside Sales Executive (Telecaller) to make outbound calls to interested investors, qualify leads, update CRM, and schedule demos. Must meet daily targets, follow scripts, provide feedback, and maintain professional communication.

Responsibilities Manage end-to-end trading activities and ensure smooth daily operations. Maintain reports, ledgers, reconciliations, and daily trade summaries. Monitor positions, P&L updates, and transaction accuracy.

Partner Branch Channel -Handle Partner Branches Customer and Generate Lead And Repo Build Up With Partner -Go For Sales Meeting to Meet customers on appointment basis -Sell product of Life insurance and other investments

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.shreya-mehta@kotak.com or call on 9820346873 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 the...

Channel : Bancassurance Ban k - Catholic Syrian Bank Experience : Minimum 1 - 3 Years in sales and marketing into Banking, insurance, Finance or investment Domain. Strong expertise in selling BFSI Products. If your Interested; Kindly WhatsApp your resume to 9080833389 (Or) Mail ID : v.logeshwari@edelweisslife.in Thanks & Regards V Logeshwari Human Resource

Designation: Relationship Manager Experience : Minimum 1 - 3 Years in sales and marketing into Banking, insurance, Finance or investment Domain. Strong expertise in selling BFSI Products. Job Purpose: To offer customized insurance solution to the customers for all their financial needs and act as an interface between customer and company. Key Responsibilities: To direct sell to the customers via appointments. To ensure that leads/ appointments allocated by the call center are attended and revenue is generated To ensure Self Sourcing Targets are achieved To ensure business Reporting, MIS on sales call ( LMS) , Lead Utilization and conversion are updated and maintained on a daily basis If your...

Income & expense workings on monthly basis and ensure appropriate booking of accounting entries Bank Reconciliation preparation on daily basis as per SLA defined o Tax balances to be reviewed along with returns/ reconciliation GL scrutiny for all ledgers need to be reviewed on weekly basis and maintain accounts hygiene at all times Perform sample testing as per controls defined for each RCM on quarter basis Prepare TDS liability workings, matching of GST ITC credit with reco & returns Co-ordinate with operations team for reconciling revenue with invoice booking, follow up for receivables, TDS/ GST queries and payment related concerns Inter-company matching of entries and reconciliation on mo...