5286 Broking Jobs - Page 25

Role & responsibilities Develop and maintain strong relationships with clients, focusing on their insurance needs and satisfaction. Access client requirements, recommend suitable insurance products, and assist with claims processing. Stay updated on industry trends and regulatory changes to provide informed advice. Acquire new brokers, generate new business, and ensure high service quality throughout the client lifecycle.

1) Responsible for gathering assets for investment products such as mutual funds, PMS, AIF 2) Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. 3) Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. 4) Create an incremental SIP Book 5) Will be responsible for achieving New Business development targets by reactivating / activating new clients. 6) Ensure all clients are met on a regular basis. 7) To acquire new clients and activate them with asset collection. 8) Ensure 2-3 client meetings are done per day within your territory.

Requirements : - A Marketing specialist is a professional responsible for establishing and maintaining strong relationships with clients or customers on behalf of a company or financial institution The primary goal of the role is to foster positive interactions, understand the needs and preferences of clients, and offer tailored solutions to enhance client satisfaction and retention Roles & Responsibilities Identify opportunities to cross-sell insurance products to clients, enhancing their financial security and maximizing sales potential. Managing the existing mapped franchisee his territory and ensuring the Business Development of all the new develop franchisees Actively engage with client...

Job Description Brief about Share Samadhan : Share Samadhan www.sharesamadhan.com is a India's Largest Unclaimed Investments Recovery Advisory entity helping people to recover their Lost / Blocked / Forgotten or Scattered investment parked in various financial instruments such as Stocks, Mutual funds, Insurance, PF, PPF, Bank deposits, Post office schemes etc. It is literally a black hole of investors' wealth. Job Title: Field Sales Executive Qualification: Bachelors Location: Ahmedabad Experience: Up to 2 years of experience in Banking or finance or stock marketing. Language known : English, Hindi, Gujarati, Marwadi. Responsibilities: Proactively generate and nurture new leads Travel within...

Requirements: - A Marketing specialist is a professional responsible for establishing and maintaining strong relationships with clients or customers on behalf of a company or financial institution. The primary goal of the role is to foster positive interactions, understand the needs and preferences of clients, and offer tailored solutions to enhance client satisfaction and retention. Roles & Responsibilities Identify opportunities to cross-sell insurance products to clients, enhancing their financial security and maximizing sales potential. Managing the existing mapped franchisee his territory and ensuring the Business Development of all the new develop franchisees. Actively engage with clie...

Greetings from SBI Securities Ltd !! We are looking for Relationship Officer - Demat & Trading A/c for our Retail Sales vertical. Role & responsibilities To source the business via allotted bank branches. Key focus areas acquiring broking clients (primarily on line). Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross sell other products as directed time to time. Providing clients with Demo & handhold to initiate trading activities after account opening. Should have hands-on experience and knowledge of General Insurance and Demat Sales will be preferable. This position will be on payroll of SBICAP Securities Ltd on fixed term contract which wi...

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 LPA + incentive + other benefit ROLES & RESPONSIBILITIES: 1) Execute client orders on NSE/BSE terminals. 2) Building relationships with clients & educating them about Investments. 3) Client Acquisition as per targets and cross selling of 3rd party products. 4) Client meetings and bank branch visits as per goal sheet. 5) NISM-8 Certificate is mandatory. 6) Prior experience of working in a similar set up preferred. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned Job Role. you can call also on 7991515067

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 rev...

-Drive sales of life insurance products through advisors. -Identify and recruit potential advisors/agents. -Train and motivate advisors to achieve sales targeT. Interested candidate can connect or whatsapp @ HR Jyoti- 9266056478

We are looking for an Assistant Vice President, Retail Leasing to join our Retail Team in Mumbai. In this team-based position, you will need a desire for success in the Retail Leasing & Sales Business with new prospects and ability to handle complex conversations with owners, C-Suite, and high level corporate real estate decision makers. Clients and prospects include local companies with single locations up to global corporations with many diverse geographic locations. Your working knowledge of any major vertical industry will be very helpful. In addition to sales, you will be involved in all aspects of the evaluation, negotiation, and successful delivery of real estate services. What this j...

Role & responsibilities Develop and maintain strong relationships with clients, focusing on their insurance needs and satisfaction. Access client requirements, recommend suitable insurance products, and assist with claims processing. Stay updated on industry trends and regulatory changes to provide informed advice. Acquire new brokers, generate new business, and ensure high service quality throughout the client lifecycle.

-Acquisition of new clients to open there De mat and Trading account. - Buy and sell of shares. - Order punch

We are seeking a talented individual to join our Policy Servicing team at Marsh. This role will be based in Pune. This is a hybrid role that has a requirement of working at least three days a week in the office. Senior Analyst Insurance Operations An opportunity to understand end to end lifecycle for UK Insurance Broking. A place to enhance your knowledge on work which is undergoing transition. In the first month, we expect you to understand the service or process. Learn about risk associated with service and deeper understanding of workflow by the end of second month of joining and within three months we would want you to become a process expert with knowledge on at least one of the Lines o...

*Relationship Manager* - Broking Insurance agency channel at the growing private sector bank. _ _ : Up to RM_ _ *Motor Insurance CTC*: Up to 4.50./- LPA_ _ *Health Insurance CTC*: Up to 5.50./- LPA_ _ : *Vikroli - Mumbai* _*Experience* - We need candidates with experience in health and Motor Insurance B2B Sales background for the agency channel. These individuals should have a background in agent recruitment and driving business through them._ *_ Hr Ritesh - 8976806485 |_* _ Health Motor Insurance agency channel_ _Please this opportunity with your relevant connections. _

Role & responsibilities Develop and maintain strong relationships with clients, focusing on their insurance needs and satisfaction. Access client requirements, recommend suitable insurance products, and assist with claims processing. Stay updated on industry trends and regulatory changes to provide informed advice. Acquire new brokers, generate new business, and ensure high service quality throughout the client lifecycle.

Role & responsibilities Develop and maintain strong relationships with clients, focusing on their insurance needs and satisfaction. Access client requirements, recommend suitable insurance products, and assist with claims processing. Stay updated on industry trends and regulatory changes to provide informed advice. Acquire new brokers, generate new business, and ensure high service quality throughout the client lifecycle.

Role & responsibilities Develop and maintain strong relationships with clients, focusing on their insurance needs and satisfaction. Access client requirements, recommend suitable insurance products, and assist with claims processing. Stay updated on industry trends and regulatory changes to provide informed advice. Acquire new brokers, generate new business, and ensure high service quality throughout the client lifecycle.

Role & responsibilities Develop and maintain strong relationships with clients, focusing on their insurance needs and satisfaction. Access client requirements, recommend suitable insurance products, and assist with claims processing. Stay updated on industry trends and regulatory changes to provide informed advice. Acquire new brokers, generate new business, and ensure high service quality throughout the client lifecycle.

SUMMARY Retail Staff Position Our client, a UAE-based multinational conglomerate headquartered in Dubai, is seeking freshers to join their retail staff team in Navi Mumbai/Thane/West Mumbai/East Mumbai. This is an excellent opportunity for individuals interested in the retail industry to gain valuable experience and contribute to a dynamic and diverse organization. Job Responsibilities Perform folding and stacking tasks at basic tables. Ensure timely display of received stocks. Uphold the upkeep of the section and maintain a carton-free floor. Maintain display standards, including signage, and merchandise clearance from the trial room. Ensure the right products are displayed on the correct b...

Job Description Summary This position will be responsible for growing and promoting Cushman & Wakefields Lad & Capital Markets real estate business for the North India market. This person will initiate, drive and implement strategic plans of the department, develop & maintain client relationships, drive new business development and achieve revenue budgets. About the Role: Ensure individual revenue budget is met. Identify and source for land and buildings for sale, including identifying and evaluating feasibility of properties for sale and advise property owners on best monetization strategies Identify potential clients for fund raising opportunities and interact with lenders/ funds for placi...

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients.

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, A...

1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Equity Broking Products, Investment products like Mutual Funds, PMS, AIF and Insurance. 3) Develop, forecasts, financial objectives, and business plans 4) Meet business - targets, goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, coaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company.

1) Advising HNI/Ultra HNI clients on currency & commodity products 2) Individually handling clients with the book size of 25 lacs & above 3) Creation of revenue & Activation of clients through effective Advisory 4) Coordinating with clients for their daily trades in Commodity & Currency 5) Help customers to Execute trade online and place orders on behalf of customers 6) Advising clients with requisite information regarding the market condition 7) Activating inactive clients through regular follow up 8) Regularly following-up with clients and handling their queries 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients.

Position - Relationship Manager / Senior Relationship Manager - NRI Desk, Equity Broking 1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade...