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1.0 - 6.0 years

2 - 4 Lacs

Karaikal, Virudhachalam, Sirkali

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Channel : Bancassurance Ban k - Catholic Syrian Bank Experience : 1 - 8 yrs Role & responsibilities: To drive business through Channel Partners branch staff and distribution network. To generate leads through activities and use enablers for lead generation To provide after sales service and do upselling with the existing customers To ensure 100% branch staff activation every quarter To train and skill partner staff on need based selling and product sales pitch To ensure 100% of branches with Min of 2-3 SP license holders and support them with the same to drive business target achievement Profile : Sales Manager If your Interested; Kindly WhatsApp your resume to 9080833389 (Or) Mail ID : v.logeshwari@edelweisslife.in Thanks & Regards V Logeshwari Human Resource

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1.0 - 6.0 years

2 - 3 Lacs

Kochi, Malappuram, Kollam

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Post : Business Development Manager • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Graduation Must • Must have 1+ YRS of exp. in Banking / Loan / CASA / Insurance Sales • Good Communication skills • Age : 22 to 38 Years Call or WhatsApp : 9081369513 HR Afsana Perks and benefits Hike + Incentives + PF + Promotions + Insurances

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1.0 - 6.0 years

1 - 6 Lacs

Hyderabad, Chennai, Bengaluru

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Dear Candidate, Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto-6 LPA + incentive + other benefit JOB DESCRIPTION: Candidate will be responsible for acquiring candidates for Demat account & for equity, commodity and currency. (7-8 accounts per month) Responsible for generating revenue from Third party product like SIP, Mutual Funds, Insurance, Value pack & ACE/TGS. Need to maintain relations with his clients and with the team members. ROLES & RESPONSIBILITIES: - Advising Clients for Equity products. Able to Understand Market Reports and share Information with Clients. Generating Brokerage. Activating clients for Equity & Broking. Handling important clients and servicing them. JOB SPECIFICATIONS REQUIRED: Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Effective Communication Skills. Graduate / Post graduate with Min 1 yrs exp in direct selling of financial products from any financial services industry. 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.

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1.0 - 5.0 years

1 - 3 Lacs

Jamnagar, Anand, Surat

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Lead provided by the company Visit Client offices and close lead Need to Sell Life Insurance to the company assigned customers Cold calling to arrange meetings with potential customers Required Candidate profile Freshers can't apply age between : 21 to 37 Graduation compulsory Experience: 1 to 4 Years experience with BFSI Knowledge: Should have understanding of banking products

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2.0 - 7.0 years

2 - 4 Lacs

Nagpur, Pune, Mumbai (All Areas)

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Roles and Responsibility 1. Agent Recruitment & Activation: Identify and onboard quality life insurance agents/advisors. Conduct initial orientation and training for new agents. Ensure activation and productivity of newly recruited agents. 2.Sales Target Achievement: Drive sales through the agency channel to meet assigned targets (premium, policies, persistency). Monitor agent performance and provide necessary guidance and support. Manage day-to-day field activity to ensure continuous business flow. 3.Team Development: Build and nurture a strong, motivated team of agents. Plan and execute periodic training and development initiatives. Promote career progression of advisors within the agency model. 4.Compliance & Documentation: Ensure adherence to all internal and external compliance and regulatory guidelines. Maintain accurate records of agent licensing, renewals, and sales data. 5.Customer Relationship Management: Support agents in resolving customer issues and claims. Ensure high levels of customer satisfaction and policy persistency. Key Performance Indicators (KPIs): Agent recruitment and retention Monthly and quarterly sales targets Agent productivity and persistency ratios Activation rate of new agents Compliance adherence Role & responsibilities Preferred candidate profile Candidate with minimum 2 years of Any sales/Any Industry sales/Any Domain Sales/Bfsi Sales/Telcom Sales/Pharma sales/Real estate sales Can Apply Interested candidate can Apply/share/Refer their CV to HR Ghansham at 8767546566 or email at ghansham.kate@upgrad.com

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1.0 - 6.0 years

2 - 3 Lacs

Kolkata, Nashik, Pune

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Designation : Relationship Manager - Lead will be provided by Company - Individual sales role - Schedule meeting with Clients at their Locations - Visit and explain our Financial product - Close lead into the Sales - Build relationship with clients Required Candidate profile • Graduation Must • Must have 1 year of experience in BFSI/ Banking / Finance / Life Insurance / Sales • Good Communication skills • local candidate can apply • Age : 23-39 yrs (Freshers can't apply)

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3.0 - 8.0 years

4 - 7 Lacs

Kolkata, Mumbai, New Delhi

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• Acquisition of New Franchise from direct market, Own source databse and the leads/database provided by the company • Selling of Advisory Products,Mutual Fund and other financial products of the company send CV at popularplacement@gmail.com Required Candidate profile - 3 Years Exp in Franchise/B2B role - Achieve target of new Franchise acquisition - Equity / MF Knowledge. - Good Communication and leadership skill. send CV at popularplacement@yahoo.com

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1 - 5 years

1 - 5 Lacs

Kochi, Hyderabad, Bengaluru

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Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager CTC- upto-6 LPA + incentive + Other benefit Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently.. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Drive focus on generating new business/client base. Skills:- 1) Minimum Graduation 2) Should have a sound understanding / knowledge of capital markets. 3) Should be result-oriented, self-starter, proactive, good communication skills. 4) Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory Kindly reply with an updated CV at apex.pragati@gmail.com if you are interested in the mentioned Job Role, you can call also on 7752865344.

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8 - 13 years

3 - 8 Lacs

Pune, Mumbai (All Areas)

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job Description Regional Head : B2C Businesss Broking & Wealth About Swastika Since our humble beginning in 1992, we have steadily climbed the ladder of success. To day, we are listed on BSE, NSE, MCX, and NCDEX, and have a strong presence in 25+ states with a team of 800+ members. Our growth has been exponential, supported by a vast network of 3 Lac+ customers and 2000+ business partners.We offer a comprehensive range of services including Stock Broking, NBFC, Insurance Broking, and Investment Banking. Our expertise lies in managing financial portfolios for individuals and institutions, assisting startups in launching IPOs, and facilitating fundraising from the market. Our experienced financial professionals utilize cutting-edge technology to provide a variety of investment solutions through our trading application. At our core, we value personal relationships and believe in the importance of trust and loyalty in delivering the best financial services. We are reachable at: www.swastika.co.in www.gotradingo.com Our Core Values We are Trustworthy and Truthful tribe.We are always Open to learn We are Disciplined and Presentable. We are Energetic and Happy. Customers are our Priority numberone Politeness is our Language . We are Determined to honor our commitments . Job Brief Regional Business Head Job Title : National Head Location : Ahmedabad Experience : 8-10 years in - B2C Business (Broking & Wealth Management ) Job Summary: Job Brief: National Head - B2C Business (Broking & Wealth Management) We are seeking a dynamic and results-oriented professional to take on the role of National Head - B2C Business (Broking & Wealth Management) . This is a pivotal leadership position, responsible for driving the growth of the organization's B2C business vertical, focusing on broking and wealth management services. The ideal candidate will possess proven expertise in business development, exceptional leadership skills, and the ability to forge and nurture relationships with High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (Ultra-HNIs). This role demands an individual who can lead large teams, deliver operational excellence, and strategically position the organization as a market leader in the financial services sector. National Head Profile National Head B2C Business ( Broking & Wealth Management ) Key Responsibilities: Team Leadership: Lead, mentor, and inspire a large team of wealth managers, relationship managers, and sales professionals. Foster a high-performance culture with a focus on achieving organizational goals. Client Relationship Management: Build and maintain strong relationships with HNI and Ultra-HNI clients. Provide personalized financial advice and wealth management solutions to Ultra HNI clients Operational Excellence: Ensure seamless day-to-day operations, optimizing processes for efficiency and compliance. Monitor and enhance service quality to exceed client expectations. Market Insights & Strategy: Stay updated on market trends, financial products, and regulatory changes. Use data-driven insights to refine strategies and improve client offerings. Compliance and Risk Management: Ensure all business activities comply with regulatory standards and internal policies. Proactively identify and mitigate risks related to broking and wealth management Requirements • Position : National Head Requirements Experience : 7-10 years in a similar role within a broking firm. Certifications : All relevant NISM Modules & Certificates related to Wealth Management Education : Post Graduate in Finance / Marketing / Management Skills : Strong knowledge of Equities, Derivatives and all Wealth Products Proven leadership and large team management skills. Excellent communication, negotiation, and interpersonal abilities. Strategic thinker with the ability to implement effective growth strategies. Proficient in market analysis, client relationship management, Team Management, and compliance. Job Qualification Position National Head B2C Business ( Broking & Wealth Management ) Skills and Qualifications: Education: MBA/PGDM in Finance, Marketing, or related fields. Experience:8-10 years in broking, wealth management, or financial services. Proven track record in business development and Team leadership. Technical Skills : Strong knowledge of broking platforms, wealth management tools, and CRM systems. Proficiency in financial products like equities, mutual funds, bonds, and alternative investments. Soft Skills : Excellent communication, negotiation, and interpersonal skills. Strong problem-solving and analytical abilities. Thank You , Swastika invest mart ltd Y.N road , Opp. Rani Sati Gate,Above BOI,Near Milan TVS 2nd Address Sakar-9, Opposite - Atma house, Ashram road Ahmadabad - 380009 Indore - 452001, Madhya Pradesh 9399145601 Aparna.Pathak@swastika.co.in Deepali.tomar@swastika.co.in

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1 - 4 years

1 - 3 Lacs

Hyderabad, Chennai, Bengaluru

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Sell the life insurance products to the customers Handle 2 to 3 branches of IDFC Bank Lead will be provided by the company Share resume on what's App 8956244952 Required Candidate profile Graduate Candidates have minimum 1 years experience in Life Insurance sales / BSFI Sales Age Limit :22- 35 Perks and benefits Incentives

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10 - 20 years

60 - 100 Lacs

Pune, Delhi / NCR, Mumbai (All Areas)

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Head B2C Marketing & Sales for Investment Products (Pan India Responsibility) Build the entire vertical Strategy&Execution Required Candidate profile Senior Leader with excellent track record in BFSI Sector Proven skills to increase Market share for innovative products & Service Must have handled PAN India responsibility Built & led large teams Perks and benefits Excellent Remuneration and Perks.

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4 - 9 years

1 - 3 Lacs

Kolhapur, Nagpur, Nashik

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Dear Associate, For Apply Call on 9284322007 or Email on aspireerpjobs16@gmail.com Job Description: The job responsibilities of Agency Manager as below: Recruit/appoint agent Best Regards Abhishek papat

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1 - 4 years

1 - 3 Lacs

Bengaluru

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Sell the life insurance products to the customers Handle 2 to 3 branches of Equitas small finance Bank Lead will be provided by the company Share resume on what's App 8956244952 Required Candidate profile Graduate Candidates have minimum 1 years experience in Life Insurance sales / BSFI Sales Age Limit :22- 35 Perks and benefits Incentives

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1 - 5 years

2 - 3 Lacs

Ahmedabad, Rajkot, Vadodara

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India's Leading Insurance Company is seeking a highly motivated and results-oriented Bancassurance Sales Manager to join our growing Banca Channel team. In this critical role, you will be responsible for developing strategic partnerships with branch relationship managers and bank staff to achieve ambitious sales targets for insurance products. Responsibilities: Build and maintain strong relationships with branch managers and other bank personnel within a designated territory. Identify and qualify potential insurance leads from the bank's customer base. Understand and effectively explain the features and benefits of various insurance products, including life insurance, health insurance, and other relevant offerings. Match client needs with suitable insurance solutions, ensuring clear communication of risks and benefits. Assist bank staff in the sales process, providing training and support for effective product promotion. Process insurance applications accurately and efficiently, ensuring adherence to company guidelines and regulatory requirements. Monitor and analyze sales performance, identifying areas for improvement and exceeding assigned sales targets. Contribute to the development and implementation of effective sales strategies within the branch network. Qualifications and Experience: Bachelor's degree in any discipline (preferred). Minimum 3 to 6 years of experience in sales and marketing in the Life Insurance domain. Strong understanding of life and/or health insurance products and their applications. Excellent communication, interpersonal, and presentation skills. Ability to build rapport and trust with diverse clientele and bank staff. Proven ability to achieve and exceed sales targets in a competitive environment. Excellent time management and organizational skills. For more information - Kindly Contact Us: Nisha P | HR Team Phone/WhatsApp: +91 9904750213

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2 - 7 years

5 - 9 Lacs

Maharashtra

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Basic Section No. Of Position 1 Grade 10 Level Manager Organisational BUSINESS Financial Services BUSINESS_UNIT-1 Aditya Birla Money Limited BUSINESS_UNIT-2 Aditya Birla Money Limited BUSINESS_UNIT-3 Aditya Birla Money Limited DEPARTMENT-1 Digital Bis & Strategic Initi DEPARTMENT-2 Financial Product Distribution Country India State Maharashtra Worksite Indiabulls Ho-mumbai Industry Banking / Financial Services / Broking Function Sales Skills Skill Sales Minimum Qualification Under Graduate CERTIFICATION No data available About The Role Job Context & Major ChallengesWrite the specific aspects of the job that provide a challenge (internal and external) to the jobholder in the context of the Business/Unit/Function/Department/Section Increasing the client base, revenue, and market share in the team. Increase the Pool & Base of UHNI, and corporate customers, with the Team and Personal Network. Manage relationships across the set of clients Ensuring FPD Productivity is as per the defined standardsThe major challenges for this profile include: Short gestation period to hire, develop and deliver the new business in the new vertical because of continuous business demands. Building involvement & engagement of the leader force that are not on the payrolls; is by itself a challenging & difficult prospect both from acquisition as well as activation perspective. Scarcity of skilled/right fit manpower to fit the module of business. Managing expectations of high performers Managing Attrition at the frontline due to competitionThe critical skill sets required to meet these challenges are - excellent implementation skills, strong business and analytical skills, strong product knowledge, superior communication skills, integration and controlling skills, people management skills, a strong local network and high target and customer service orientation.4) Key Result AreasWrite the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas) Key Result Areas Supporting ActionsAchieve the revenue growth & profitability to upscale the team To drive the sales targets for the team and build teams as per companys annual target and over all objectives. To focus on Revenue & Profitability with achievement of target and Yield management. To plan and execute various team level

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3 - 5 years

6 - 10 Lacs

Bengaluru

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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! About The Role Associate Manager, Compliance Stock Broking Reporting toManager /Senior Manager Role Overview: The Associate Manager, Compliance will support compliance activities related to stock broking, ensuring adherence to regulatory frameworks and internal policies. This role involves assisting in audits, regulatory reporting, and compliance monitoring to maintain operational integrity. Key Responsibilities: Assist in implementing compliance frameworks and monitoring mechanisms for stock broking operations. Conduct periodic compliance checks and support internal audits. Track and ensure timely regulatory reporting and submissions. Collaborate with business teams to address compliance concerns and queries. Stay updated on regulatory changes and assist in updating policies and procedures. Provide support in handling regulatory inspections and stakeholder communications. Qualifications & Experience: 3-5 years of experience in compliance, audit, or risk management within stock broking or financial services. Knowledge of SEBI regulations, exchange compliance, and market operations. Strong analytical and problem-solving skills. Effective communication and teamwork abilities. Experience in compliance monitoring tools and reporting is a plus. 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 .

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4 - 7 years

12 - 17 Lacs

Bengaluru

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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! Below is the work profile: 1. Preparation and Finalisation of the monthly book closure along with Financials and Schedule preparations. 2. Driving the key KPI driven PL improvements tracks with the relevant business and Business Finance Teams. 3. Formalising the SOP for various accounting processes (both operations and control process) along with the necessary accounting treatments. 4. Preparing the RCM across processes at system and manual level and driving the ICFR control process review with the internal and external audit teams along with the recommended system/process changes. 5. Responsible for driving internal audit and statutory audit at defined intervals and ensuring the closure on a timely basis. 6. Submission of the schedules along with variance analysis with the Central controllership team on a monthly basis. 7. Driving Key programs with the tech for the development of Finance requirements related to reporting and operations. Work Experience Required: 1. CA with 5-6 year of experience in a Controllership role. Startup experience will be preferred. 2. Expertise knowledge in working with MS Office 3. Excellent communication and influencing skills 4. Strong Bias for action, problem solving and ownership 5. Ability to develop strong relationships with stakeholders and be a team player 6. Hands on with Automation Tools and experience of working on big data. 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 .

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3 - 6 years

5 - 9 Lacs

Bengaluru

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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! About The Role : 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 | Personal interest in investment and trading would be add on 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 .

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3 - 8 years

3 - 7 Lacs

Pune

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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! Job TitleAssociate Manager Business Operations, Life Insurance LocationPune- Work on all days from PhonePe Office About The Role : We are seeking a highly motivated and dynamic individual to join our team as an Associate Manager for Life Insuretech. In this role, you will be primarily responsible for fostering strong relationships with our business partners and driving initiatives to streamline our insurance issuance process. Your expertise in life insurance operations and keen negotiation skills will play a pivotal role in ensuring seamless customer experiences and minimizing business loss. Key Responsibilities: Interact closely with business partners to facilitate the issuance process effectively. ? Lead negotiations with partners to streamline underwriting rules, ensuring inclusivity for all customers. Demonstrate comprehensive knowledge of the life insurance industry to contribute to business growth strategies. Maintain open communication channels with underwriting and business teams to optimize sales experiences. Employ a meticulous approach to ensure zero business loss through process enhancements. Implement structural improvements with a customer-centric focus. ? Identify and address issues within the customer journey, negotiating process changes with partners. Stay abreast of industry trends and competitor USPs to drive process enhancements. ? Manage team members, oversee day-to-day operations, and drive continuous improvement. Visit Partner locations frequently to build relationships and streamline processes Additional Responsibilities: Collaborate with internal teams to monitor and manage daily category operations. ? Analyze root causes of errors and provide insights for issue resolution. ? Drive process automation initiatives and management information systems (MIS). ? Liaise with external partners and vendors to ensure smooth business flow. ? Define, develop, and communicate key metrics and trends to management teams. Create and maintain documentation related to processes, issues, and solutions. ? Utilize data analysis to drive business growth through product and technology interventions. Ideal Candidate Profile: Must have a background in Life Insurance and Insurance technology. ? Bachelor's degree in Business, Finance, Operations Management, or a related field (Master's degree is a plus). 1-3+ years of proven experience in operations/business within the Life Insurance industry. Strong analytical skills with the ability to interpret complex data and derive actionable insights. Exceptional written and verbal communication skills for effective interaction with business partners. Proactive problem-solving attitude toward operational challenges. ? Ability to effectively manage internal and external stakeholders. Experience in team leadership is advantageous. Advanced proficiency in Microsoft Excel, Google Sheets, and basic knowledge of SQL. ? Team experience is a plus. Candidates from Tier 1/2/3 colleges are encouraged to apply. Willingness to travel to Partner locations. Join us in revolutionizing the insurance industry and making a positive impact on the lives of our customers 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 .

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4 - 7 years

8 - 12 Lacs

Bengaluru

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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! Minimum Qualifications Chartered Accountant/ MBA with 5+ year of work experience Strong Proficiency in MS Excel and presentations Strong analytical skills and problem-solving skills Proactive takes initiative, self-motivated, team player Strong stake holder management and interpersonal skillsPreferred Qualifications Prior experience in Business Finance Extensive understanding of financial trends both within the company and generalmarket patterns Business acumen, Analytical approach, understanding of general businessdevelopment and operations Commercial Negotiations, Partnerships, Alliances experience Agreements and Contract Review Prior experience in Ecommerce/ start-ups/Consumer TechResponsibilities Ensure health of the business and co-own the goals with the category heads Define annual operating plan (AOP), outlook and define OKRs for category Conduct reviews and evaluations for growth and profitability opportunities Provide financial reports and interpret financial information to various stakeholderswhile recommending further courses of action Develop complex financial models to facilitate decision making with Businessstakeholders Develop trends and projections for the business growth & finances Collaborate with other functions, discuss and agree on projects to be taken. Drive process improvement initiatives that impact the category Ensure proper monthly planning, reviews and closure activities 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 .

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2 - 6 years

2 - 7 Lacs

Lucknow

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Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose – the relentless pursuit of a world that works better for people – we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. Inviting applications for the role of Domain Trainee – Broker Technical Support Team In this role, you will be responsible for Provide expert advice on commercial insurance products, risk management strategies, and regulatory requirements. Your expertise will be required to ensure that team members receive the best possible advice and solutions tailored to their specific needs. You will be required to interact and work with the client partners for all process/business knowledge related documents are updated periodically and team is made aware of the same in a timely manner. Should be open to work in any shift as per the business requirement Responsibilities • Manage and resolve basic inquiries associated with all aspects of Client Services and service delivery (e.g. output delivery, basic broking inquiries, etc.). • Communicating directly with underwriters/brokers/account executives to follow up or obtain additional information. • Conduct training sessions for employees to enhance their understanding of commercial insurance principles and practices. • Act as a liaison between clients and team members to ensure smooth communication related to updates, and inquiry responses received from client SMEs. • Maintain accurate records of client interactions and knowledge material • Conduct monthly knowledge assessment tests and TNI (training need identification) • Ensure all controls are followed, existing exceptions are reviewed, and duplicate policies are reported before processing any transaction. • Ability to handle varied volumes of workloads and to reach targets and deadlines on a timely basis. • Lead by example by demonstrating and sharing knowledge with all lines of business the importance of best practices and acting as the subject matter expert to all operational and procedural activities for the Broking operations team Qualifications we seek in you! Minimum qualifications • Graduate in any stream • Relevant and meaningful years of experience of working in US P&C insurance lifecycle – pre-placement, placement, and post-placement activities (such as endorsements processing, policy administration, policy checking, policy issuance, quoting, renewal prep, submissions, surplus lines, licensing, agency admin, inspections and so on. • Demonstrate and cultivate customer focus, collaboration, accountability, initiative, and innovation. • Proficient in English language- both written (Email writing) and verbal • A strong attention to detail; analytical skills and the ability to multi-task are important Preferred Qualification and Experience • An Insurance Certification would be an edge • Awareness about Property & Casualty insurance regulation and anomalies will be preferred • Relevant years of insurance experience and domain knowledge, especially P&C insurance • Candidate having Broker (US P&C insurance) experience would be an asset • Proficient with Microsoft Office (Word, PowerPoint, Excel, OneNote) • A strong attention to detail; analytical skills and the ability to multi-task are important • Should be a team player with previous work experience in an office environment required • Client focused with proven relationship building skills • Ability to work collaboratively as a key member of a team and independently with minimum supervision • Highly organized with a proven ability to prioritize competing requirements and deadlines under pressure Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation. For more information, visit www.genpact.com . Follow us on Twitter, Facebook, LinkedIn, and YouTube. Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.

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8 - 13 years

7 - 17 Lacs

Kolkata

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Roles and Responsibilities of RM HNI . Responsible for selling & advisory for products like Mutual funds, PMS , SIPs & DMat and trading account etc to the customers Responsible to acquire high net worth clients for financial products. and revenue generation. Candidate having good relationship with HNI Clients. Ensuring the highest levels of service & relationship with the clients Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Candidate should be from Broking, Banking and NBFC/ Mutual Fund Company only. Interested Candidates please share your profile on sanjaysharma@rathi.com Desired Candidate Profile Perks and Benefits Handsome Salary + Incentive as per policy with no capping Office Address : Anand Rathi Share & Stock Broker Ltd PS Arcadia Centrum, 10th Floor 69, Park Street - 700016 Website: www.rathi.com

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- 5 years

3 - 4 Lacs

Navi Mumbai, Kalyan/ Dombivli, Mumbai (All Areas)

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Payroll-Mutual Fund Co Process-Inbound Voice Des-Customer Relationship Manager Shift-Day Rotational Work From Office Salary-Net-14500 Fresher exp 24500 Work Location-Belapur / Airoli Call-7738521154 Hrapreet Email-hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Familiarity with standard capital market concepts, procedures, and regulatory framework Good knowledge of Ms Office, especially Excel. Graduates / HSC Fresher can also apply Age should be 20-32 yrs

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1 - 6 years

3 - 5 Lacs

Hyderabad, Chennai, Bengaluru

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Candidate Should be Graduate Minimum 6 month of banking Sales in Experience Insurance / BFSI / Financial Sales Exp. Preferred Making Outbound Calling For Life Insurance Sales Interested Candidates Can Call@ HR kavita 9318460257/ WhatsApp resume

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2 - 5 years

2 - 3 Lacs

Prayagraj, Varanasi, Farrukhabad

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Drive ongoing sales from defined relationships Maintain a pipeline of prospective clients Meeting prospective customers in your area Attain the customer call with team Review your team performance periodically Get indulged in customer interactions Required Candidate profile Graduation is mandatory Candidate should have experience more than 2 years in Sales Background Excellent communication and interpersonal skills Shivani Patel :: 6354086229 Perks and benefits Incentives On-roll job Family Insurance Mediclaim

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Exploring Broking Jobs in India

The broking job market in India is a thriving industry with a high demand for professionals who can navigate the complexities of financial markets and provide sound advice to clients. Broking roles can be found in various sectors such as stockbroking, insurance broking, and real estate broking. If you are considering a career in broking, this article will provide you with valuable insights into the job market, salary range, career progression, related skills, and interview questions to help you land your dream job.

Top Hiring Locations in India

  1. Mumbai
  2. Delhi
  3. Bangalore
  4. Chennai
  5. Kolkata

These major cities are known for their bustling financial markets and offer numerous opportunities for broking professionals.

Average Salary Range

The average salary range for broking professionals in India varies based on experience and expertise. Entry-level positions may start at around INR 3-5 lakhs per annum, while experienced professionals can earn upwards of INR 15-20 lakhs per annum.

Career Path

A typical career path in broking may involve starting as a Junior Broker, progressing to a Senior Broker, and eventually reaching a leadership position as a Brokerage Manager or Director.

Related Skills

In addition to broking expertise, professionals in this field often possess skills such as financial analysis, market research, customer relationship management, and excellent communication skills.

Interview Questions

  • What is the role of a broker in the financial market? (basic)
  • Can you explain the difference between a stockbroker and an insurance broker? (medium)
  • How do you stay updated with the latest market trends and regulations? (medium)
  • Give an example of a successful deal you facilitated as a broker. (advanced)
  • How do you handle difficult clients in the broking industry? (medium)
  • What strategies would you use to attract new clients to your brokerage firm? (advanced)
  • How do you assess a client's risk tolerance before recommending investment options? (medium)
  • Can you explain the concept of margin trading in broking? (medium)
  • How do you ensure compliance with regulatory standards in your broking activities? (advanced)
  • What are the key factors to consider when evaluating potential investment opportunities for clients? (medium)
  • How do you handle conflicts of interest in your role as a broker? (advanced)
  • Can you discuss a recent market trend that has influenced your broking decisions? (medium)
  • How do you prioritize and manage multiple client portfolios effectively? (medium)
  • What steps would you take to recover from a financial loss for a client? (advanced)
  • How do you assess the performance of investment portfolios over time? (medium)
  • Can you explain the impact of global economic events on the broking industry? (medium)
  • How do you handle sensitive financial information in your role as a broker? (medium)
  • What are the key qualities that make a successful broker? (basic)
  • How do you build and maintain long-term relationships with clients in the broking industry? (medium)
  • Can you discuss a challenging situation you faced as a broker and how you resolved it? (advanced)
  • How do you adapt your broking strategies to different market conditions? (medium)
  • What are the key components of a successful broking pitch to potential clients? (medium)
  • Can you discuss a recent regulatory change that has impacted the broking industry? (medium)
  • How do you handle market volatility and uncertainty in your broking activities? (medium)
  • What are your long-term career goals in the broking industry? (basic)

Closing Remark

As you explore broking jobs in India, remember to showcase your expertise, skills, and passion for the financial markets during interviews. Prepare thoroughly, stay updated with industry trends, and apply with confidence to land your dream broking role. Best of luck in your job search!

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