6707 Broking Jobs - Page 27

Role & responsibilities Client Relationship Management: Build and maintain strong relationships with clients by understanding their financial goals, risk tolerance, and investment preferences. Regularly communicate with clients to provide market updates, investment advice, and address any concerns they may have. Sales and Business Development: Achieve healthy revenues without compromising on clients profitability with Cross-selling of other financial products & attain maximum reach of investment ideas/stock calls initiated. End to End Customer relationship management and client servicing Acquire new clients for Demat and Trading, Mutual Funds, Portfolio Management Services, third party produ...

Role & responsibilities Preferred candidate profile Build and maintain strong, long term connections with brokers/ clints Ensure satisfaction and drive business growth Handel assigned broker partners and generate Business Strategy and reporting

Aggressive sales approach Good Knowledge of Sales Loan against Property (LAP) / Mortgage OR Secured Products Good communication skills Good convincing and negotiation skills Proactive and go-getter Segment the market and identify potential direct clients, approach them and generate business through customized loan structure offerings that meet client requirements and also generate good margins for business Deliver on sales targets for Business by building strong relationships in the DSA/ DST / Connector network Carry out meetings and sales calls with prospective clients on a regular basis to source business FUNCTION: Sales - LAP DEPARTMENT: Sales SCOPE OF TRAVEL: High KEY STAKEHOLDERS (INTER...

Aggressive sales approach Good Knowledge of Sales in Home Loan (HL), Loan against Property (LAP) / Mortgage OR Secured Products Good communication skills Good convincing and negotiation skills Proactive and go-getter Segment the market and identify potential direct clients, approach them and generate business through customized loan structure offerings that meet client requirements and also generate good margins for business Deliver on sales targets for Business by building strong relationships in the DSA/ DST / Connector network Carry out meetings and sales calls with prospective clients on a regular basis to source business FUNCTION: Sales - HL LAP DEPARTMENT: Sales - HL SCOPE OF TRAVEL: H...

Position: Equity Dealer Experience: minimum 1 year Qualification: graduation with NISM8 certification. Age: max 31 years CTC : 18k to 25k per month(can pay upto 30k depending on experience and skills) GENERAL ROLE The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. Prime Responsibility Revenue generation from dealing & Other Product & Services ESSENTIAL DUTIES & RESPONSIBILITIES Execute the orders on behalf of clients and operating stock trading terminals. 2. Confirmations of trade done by EOD. 3. Update Client about their Position. 4. Solvin...

Urgently Need Financial Consultant in Stock market company Interested Candidates Call urgently on QRN - 9871708212 CTC: 2 LPA to 4 LPA Experience: Fresher to Experienced Location: Delhi, Bangalore, Mumbai (Number of offices in each location) Job Description Essential Duties and Responsibilities: 1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads. 2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGBs) etc. and any other products which may be launched i...

Details Details CallsFinancial Advisor | Equity, MF, SIP, Insurance Broking & Wealth Products Designation: Financial Consultant (FC Jr / SR. FC / AM Sales / MA Sales) Job title - Functional Designation: Sales Department: Branch Role & responsibilities - Financial Sales Executive Equity / MF / SIP Identify and acquire new clients through cold-calling, references, and meetings Explain Geojits products and services to prospects and existing clients Promote a wide range of investment products such as: Equity Currency Mutual Funds & SIPs Insurance PMS, Bonds, and other wealth products Share research reports, new MF schemes, NFOs, IPO updates & market trends with clients Cross-sell relevant financ...

## *Job Description Relationship Manager (TPD Channel)* *Company:* Health Insurance *Locations:* Bangalore, Mangalore, Kochi, Mysore *CTC:* Up to 4.5 LPA *Age Criteria:* Below 35 years ### *About the Role:* We are looking for a dynamic and goal-oriented Relationship Manager for our *TPD (Third Party Distribution) Channel*. The ideal candidate will be responsible for managing and driving business through channel partners, ensuring strong relationships, and achieving sales targets for health insurance products. --- ### *Key Responsibilities:* * Manage and nurture relationships with assigned *channel partners* such as: * NJ Broker * Turtlemint * PolicyBazaar * RenewBuy * Landmark * Drive sales ...

Process: 811 Inbound (60% Service | 40% Sales) Shift Timings: 8 AM – 8 PM (Any 9 Hours) Weekly Offs: 4 Rotational Offs (First 6 Months) 6 Rotational Offs (Post 6 Months) call 8080126356 Ekta 9773553319 Simran 9082104424 Sanika 9137797705 Required Candidate profile Up to 3.5 LPA-Net 24k 30% Hike on Last CTC Incentives up to 5,000/month Handle~120 inbound calls per day Assist customers with queries & service requests Promote suitable banking products and offers Perks and benefits Salary: Net 24k + 5k Incentives

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: 9082104424 Sanika 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: 9773553319 Simran 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

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-8080126356 Ekta 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

As a Direct Sales Executive, your role involves acquiring quality NRI clients through networking, database, and market intelligence. You are expected to have a strong base of NRI clients and possess knowledge of local market trends. Your responsibilities include acquiring NRI clients, cross-selling available products, and managing bank AUM of NRI clients from the banking and broking industries. Key Responsibilities: - Acquire quality NRI clients through networking, database, and market intelligence - Maintain a maximum number of own NRI client relationships - Cross-sell other available products to NRI clients - Manage bank AUM of NRI clients with experience in banking and broking industries ...

Post : Financial Consultant (Mutual funds sales) Company : Reputed broking firm Locations: Bangalore, Chennai, Madurai, Tuticorin, Nagercoil GENERAL ROLE Responsible for promoting Equity products, Currency, Mutual Funds, Insurance, Bonds ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference Explain about the Company, its products, services to existing clients, prospects. Promote investments in Equity products, Currency trading, Mutual Funds, Insurance. Update clients with Research Reports on Equity, new Mutual fund Schemes, Cross Sell to existing clients Keep regular contacts with the clients of the branch through telephone calls and meeti...

Payroll-Bank Des-Phone Banking Process-Inbound Salary-upto 5 Lakh Graduate Fresher Candidate with BPO Exp/Banking RM can also apply Location-Andheri/Thane Can apply branch banking after 2 yrs all banking facilities Call 9773553319 Simran www.hyfly.in Required Candidate profile 1. Outbound calling and converting lead into sales. 2. Explaining the customers product features & benefits. 3. Ensuring all compliance and SLA during the calls. 4. Achieving weekly, monthly, target.

Job Description: As a Relationship Manager, your role will primarily focus on generating revenue through Equity, Mutual Funds, Bonds, Commodities & Currency products. You will be responsible for achieving monthly revenue targets assigned as a multiple of CTC. It will be crucial for you to ensure adherence to compliance processes and guidelines to reduce rejection rates and improve the quality of AOF documentation. Building and maintaining long-term relationships with clients through excellent servicing and support will be a key aspect of your responsibilities. Additionally, you will be required to establish and nurture relationships with High Net Worth Individuals (HNIs) and collaborate with...

Openings For Direct sales channel For Life Insurance -Direct channel sales -Need to work on company assigned Leads -Promote Leading Life Insurance 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/ Direct channel can Apply Perks and benefits Incentives + allowances +Fast-track promotion

Should Have Good Communication Skills. Should Have Minimum 1 year Exp.in Sales. Should Have Sales and Target Oriented Mindset. Good Convincing and Negotiable Skills. Should Have Customer Handling Ability Candidate can call @HR Angel - 9234060922

Position: Relationship Manager Department-Direct Sales Reporting-BM Location-Mumbai/ Maharashtra Agency-Recruit advisors & sell life insurance(Field Work ) Direct Sales-100% Leads based (Field Sales Work ) CTC: 3- 4 Lac Contact Person-98780-56300

Key Responsibilities: Recruit, train, and lead a team of advisors/sales executives Drive sales targets through direct and channel business Maintain strong customer relationships and ensure high retention Required Candidate profile Excellent communication and leadership skills Strong knowledge of BFSI / Insurance / Financial Products Target-driven and result-oriented mindset Contact: Shashi | +91 8460886875 Perks and benefits Fixed Sallary+Incentive and Bonus

Position: Relationship Manager Department-Direct Sales Reporting-BM Location-Mumbai/ Maharashtra Agency-Recruit advisors & sell life insurance(Field Work ) Direct Sales-100% Leads based (Field Sales Work ) CTC: 3- 4 Lac Contact Person-98152-48167

-Responsible for build up your team by using your self-network -You have to train and motivate them for sales -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings Required Candidate profile Any bachelor having min 1 months of experience in Sales & Marketing ,Banking, finance and Insurance - Good communication skill can also apply Call/WhatsApp on 6351306463 Perks and benefits Pf, Incentive, Allowances, Insurance

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .

Develop and maintain relationships with bank partners to drive life insurance sales. Coordinate with bank staff to implement sales strategies and training programs. Achieve and exceed monthly and annual sales targets. Conduct regular sales meetings Required Candidate profile Any bachelor having min 6 months/1 year of experience in Sales & Marketing ,Banking, finance and Insurance - Good communication skill can also apply Call/WhatsApp on 6352870507 Perks and benefits PF+ALLOWNCES+INSURANCE+INCENTIVE

Job Description: Sales Manager Health Insurance Locations: Kochi Bangalore Mangalore Mysore Designation: Sales Manager CTC: Up to 4.25 LPA About the Role The Sales Manager will be responsible for driving health insurance sales through Broking and Broca channels. The role requires strong relationship management skills, product expertise, and the ability to drive partner-based business growth. Key Responsibilities Drive sales through Broking / Broca channels and insurance partners. Build and manage strong relationships with channel partners. Conduct product training, joint calls, and partner engagement activities. Work closely with brokers to generate leads and convert business. Track and achi...