2007 Broking Jobs - Page 27

Opening for Agency Development Manager in Axis Max Life Insurance Company Role - Recruitment of insurance advisors or agents Coaching, developing and supporting Life advisors Motivate advisors / agents and drive sales through them Meet Business Targets Reporting to Branch Manager CTC Offered : chennai - 3 - 5.5 Lakhs per annum Other locations of Tamilnadu - 3- 4.5 Lakhs per annum Interested Candidate send your Updated CV to bookmark.cochin@gmail.com Preferred candidate profile Graduates with minimum 1 year field sales experience in any industry can apply . CTC negotiable based on current CTC and interview performance

Opening for Agency Development Manager in Axis Max Life Insurance Company Role - Recruitment of insurance advisors or agents Coaching, developing and supporting Life advisors Motivate advisors / agents and drive sales through them Meet Business Targets Reporting to Branch Manager CTC Offered : chennai - 3 - 5.5 Lakhs per annum Other locations of Tamilnadu - 3- 4.5 Lakhs per annum Interested Candidate send your Updated CV to bookmark.cochin@gmail.com Preferred candidate profile Graduates with minimum 1 year field sales experience in any industry can apply . CTC negotiable based on current CTC and interview performance

Opening for Agency Development Manager in Axis Max Life Insurance Company Role - Recruitment of insurance advisors or agents Coaching, developing and supporting Life advisors Motivate advisors / agents and drive sales through them Meet Business Targets Reporting to Branch Manager CTC Offered : chennai - 3 - 5.5 Lakhs per annum Other locations of Tamilnadu - 3- 4.5 Lakhs per annum Interested Candidate send your Updated CV to bookmark.cochin@gmail.com Preferred candidate profile Graduates with minimum 1 year field sales experience in any industry can apply . CTC negotiable based on current CTC and interview performance

Greetings from Kotak Life Insurance!! We are Currently hiring For a Sales Manager In our Banca ROCE Channel. Location : Pune, Aurangabad, Bangalore, Hyderabad, Mumbai, Chennai, Bhuj, Vadodra, Surat, Ankleshwar, Goa If you are interested in sales and want to earn good incentives along with career then share your resume on kli.sharvari-lokare@kotak.com or call on 9892923348 Job description Key Responsibilities: Working jointly with the Bank frontline team Driving and motivating the bank staff to source LI business & providing support for logging in applications sourced Build relationship with the Bank Sales / operations team and ensure the business targets and Productivity targets of the allocated resources are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree and implement short term and long term plans to achieve sales targets To achieve bank frontline activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner

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 monthly basis Understanding accounting & expense management system thoroughly in order to keep systematic accounting records and improve efficiency through automation

1.Accounts Management: Responsible for preparation of financial statements in accordance with accounting standards and regulatory requirements. o Manage accounting activities such as accounts receivable, accounts payable, provisions and general ledger entries. Perform periodic reconciliations of accounts to maintain accuracy and integrity of financial data. o Overview of bank reconciliations and GST/TDS fillings 2.Audit and Compliance: o Support internal and external audit processes, including preparation of audit schedules and compliance documentation. Ensure adherence to SEBI,RBI, GST and income tax regulations and guidelines. Responsible for implementing audit recommendations and improving internal controls. 3.Financial Planning & Analysis (FP&A): Do budgeting, forecasting, and variance analysis. Prepare financial reports, including monthly management reports and ad-hoc analysis. Analyse financial data to identify trends and insights that support strategic decision-making. 4.Management Information Systems (MIS): Develop and maintain MIS reports for management review. Ensure accuracy and timeliness of MIS reporting to facilitate informed decision-making. 5 .SEBI and RBI Compliance: Stay updated with SEBI and RBI regulations and guidelines relevant to the organization. Ensure timely compliance with regulatory filings and reporting requirements. Responsible for responding to queries and requests from regulatory authorities. 6.Stakeholder Coordination: Collaborate with internal stakeholders across departments to gather financial data and ensure alignment with organizational goals. Coordinate with external stakeholders such as auditors, regulators, and banks to facilitate smooth operations and compliance. 7.Process improvements and automation of existing process Need to focus continuously on identifying the gaps in existing process and work on automating the process More to Role - Strong knowledge of accounting principles, financial reporting standards, and regulatory compliance (SEBI, RBI). - Proficiency in financial modelling, forecasting, and variance analysis - Knowledge of MIS reporting and financial systems. - Excellent analytical and problem-solving skills. - Ability to manage multiple priorities and meet deadlines. - Strong communication and interpersonal skills for effective stakeholder management. - Attention to detail and accuracy in financial reporting and compliance.

Must be Graduate Graduate & MBA Freshers are welcome Minimum 6 months of experience in sales is required Life Insurance sale experience preferred Bike is mandatory Open for field work Candidates Can Call @HR Shivangi 6307191538 & WhatsApp CV

Candidate needs to have BFSI Experience mandatorily Candidates with Life Insurance experience will be preferred Candidates needs to have a two-wheeler Interested candidates can Call/Whatsapp HR Varun- 9310054306

Designation : Relationship Manager Customer Engagement Responsibilities:- To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. Regards, Sandipa 7980475998

- Deal With The Walk-In Customers In Branch - Will Have To Work On The Leads Given From Branch - Set Up A Meeting With Potential Customers And Close The Deal - Close the leads provided by Company - Generate business through the Lead Required Candidate profile • Any Graduate • At least 1 year experience in sales

We are hiring in BBM Post one of the leading banks in PAN India Deal with the walk-in customers in branch Will have to work on the leads given from branch Set up a meeting with potential customers and close the deal Mostly branch sit-work Required Candidate profile Graduation or Above Age 21 to 38 Years Sales exp. preferred Fresher's Can Apply Good Communication ship Vacancy available in All location available On role job (Banking sector) Perks and benefits Incentive Insurance Cover Paid Leave Medical

Candidate needs to have sales experience in BFSI Candidate needs to have Life Insurance experience mandatorily Candidate needs to have decent communication skills Interested candidates can Call or Whatsapp HR Varun- 9310054306

Handle client relationships Strengthen long-term partnerships business expansion through guidance Inspire & guide sales personnel Create & execute strategies Track goals & performance Manage day-to-day sales activities Assist and mentor team members Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Leadership/Convincing skills Understanding of client requirement Share CV at Janvi@theinfinityspace.com / 8799459860 Sr HR Janvi Perks and benefits On Roll with Kotak Group Mediclaim Career Growth

Manage a team of field sales representatives to drive sales Conduct regular visits to clients and prospects in assigned areas Set sales goals for the team and track their performance Build and maintain strong relationships with customers Required Candidate profile Bachelor's degree. 2+ years experience in sales and marketing any field. Strong leadership and team management skills. Interested candidate share resume WhatsApp 6353131340, mail: Jay@tekpillar.com

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.bhumika-silkigar@kotak.com or call on 9373798641 Minimum 2 years of experience in Life Insurance Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times. 6. Take regular feedback from partners and customers on satisfaction on selling process and products. 7. Review Sales plan of the partner and support their growth. 8. The employee will be on payroll of Kotak Life. 9. Candidate will be seating in the premises of Kotak Bank

Agency Business partner Channel | Team Hiring Role BFSI Experienced Only Job Description: We are hiring experienced professionals from the BFSI sector for a team hiring role in the insurance industry. Key Responsibilities: Recruit and manage a team of Insurance Advisors or Team Leaders Drive business through team performance Provide guidance, training, and support to ensure productivity Focus on achieving monthly sales targets and maintaining customer satisfaction Who Can Apply: Minimum 3+ Years of experience in the BFSI sector (Banking/Financial Services/Insurance) At least 1 Years of Life Insurance experience is mandatory Strong leadership and team management skills Age: 25 to 45 years preferred Graduate (any discipline) Salary: CTC up to 5.50 LPA + Incentives + Career Growth Opportunities Why Join Us: Fast-track career progression Structured training & support Dynamic and growth-oriented work culture Regards, 8128594290 | Nidhi

We are Hiring For Social Media Manager for leading Korean Based Stock Broking Industry Location- Kurla Ctc- max upto 7lpa Ideal Candidate: We are seeking an individual with 3 to 5 years of experience in social media, finance, content creation, research, and scriptwriting. The ideal candidate can explain complex financial concepts clearly and creatively. Responsibilities: Write scripts for social media videos (including explainers for YouTube), and content for marketing material. Research market trends, investment strategies, and regulatory changes to stay informed about the industry. Create and implement content strategies to share financial news, updates, and investment ideas on all social media channels. Analyse social media content performance using tools like Meltwater and ideate new ideas to increase follower base and engagement Work with internal teams, such as product and compliance, to ensure content is accurate and aligns with company goals. Expertise: 3 to 5 years of experience in social media, content writing, and finance. Strong understanding of equity research, capital markets, and financial instruments. Excellent communication skills, both written and spoken. Able to explain complex financial ideas clearly. Qualifications and Skills: A background in finance or business is helpful. We want people who are interested in researching businesses, stock markets, mutual funds, and related topics. You should pay close attention to detail and be able to find reliable sources and check facts carefully. If you love financial education and enjoy storytelling, we would like to hear from you! Interested Candidates Can drop resume on Below Mail Id email- dharti.gothi@upgrad.com Mobile- 8356993985

Job Opening: Phone Banking Officer (Bank Payroll) Location: Andheri / Thane / Noida Shift: Day Shift | Work from Office Salary: Up to 4 LPA (Based on Interview) Process: Inbound / Outbound Graduates (Freshers can apply) Call 9773553319 Simran Required Candidate profile Handle inbound and outbound customer calls professionally Assist customers with account queries, transaction details & basic banking services Escalate unresolved issues to the appropriate department Perks and benefits Bank Payroll Bonus Many more

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: 9022157571 Khyati 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

Bank Payroll – Inbound Phone Banking Location: Andheri / Thane Salary: 4 Lakh per annum Graduate Option to move to Branch Banking after 2 years All banking facilities provided Call Khyati: 9022157571 Apply: www.hyfly.in Required Candidate profile Handle customer queries and calls Inform and sell products using scripts Close sales and meet targets Candidate Profile: Graduate with good English Presentable and honest Willing to learn and improve

Mutual Fund Advisor-Customer Relationship Manager Payroll: Mutual Fund Company | Process: Inbound Voice Location: Belapur / Airoli | Shift: Day Rotational | Work From Office Salary: Fresher: 14,500 (Net) Experienced: 24,500 Hrutika-9137797705 Required Candidate profile Manage customer relationships via inbound calls Understand capital market concepts, procedures, and regulations Eligibility: Graduates freshers can apply Age: 20-32 years www.hyfly.in

Hiring: Inbound Phone Banking Officer – Pvt Bank Thane / Andheri | 811 Process | Graduates only Salary: 17K (Fresher) – 4.5 LPA (Experienced) Day Rotational Shifts | 8 offs/month Handle inbound customer queries + cross-sell banking products Required Candidate profile Excellent communication required Min 6 months call center experience preferred Contact: Sanika – 9082104424 Apply: www.hyfly.in

Lead insurance operations and sales support, overseeing policy servicing, claims, and compliance. Drive process excellence, support sales teams with operational insights, and ensure seamless coordination across functions for business growth. Required Candidate profile 15+years of proven experience in sales operations, business strategy optimisation, team management and statutory regulations for insurance or finance services, preferably broking channel.

Responsible for implement the sales strategy and generating business from new & existing agents.Implementati of the sales budget of the business sourced from partner channels through the location.Managing business for SME products through the agents

Key Responsibilities:- Regulatory Compliance & Surveillance Develop and maintain KYC/AML policies per SEBI & FIU India guidelines. Manage KYC procedures, including re-KYC, Customer Risk Classification, and documentation. Oversee AML transaction monitoring, reporting, and Suspicious Transaction Reports (STRs) filing. Handle surveillance reporting for broking and depository functions, including exchange queries. Policy, Process & MIS Management Set up screening parameters and update AML software modules. Manage periodic MIS on alerts and ensure process documentation. Disseminate regulatory circulars, assess impacts, and update stakeholders. Investigations & Training Conduct quality controls, suspicious activity investigations, and enhanced due diligence. Assist in training staff on KYC and AML policies. Stakeholder Engagement Coordinate with exchanges, depositories, FIU India, and internal teams such as Compliance, Product, Finance, and Operations. Requirements Experience: 612 years in KYC/AML compliance, surveillance, or legal roles within a SEBI-registered broker, depository participant, bank, or financial services firm. Educational Qualification: Graduate in Law, Chartered Secretary, MBA (Finance), or equivalent postgraduate qualifications. Technical Skills & Competencies: Deep understanding of SEBI KYC/AML norms, broking laws, depository regulations, and exchange operations. Strong analytical ability for transaction data and surveillance investigations. Proficient in MS Office and AML/KYC software tools. Excellent written and verbal communication, interpersonal skills, and stakeholder management. Ability to multitask under tight deadlines in a fast-paced environment. Why Join Paytm Money? Be part of a rapidly growing SEBI-registered broking platform. Influence best-in-class KYC, AML, and surveillance practices. Exposure to regulators and exchange-level reporting responsibilities. Collaborate with diverse teams in a dynamic fintech ecosystem.