2007 Broking Jobs - Page 28

Candidate needs to have minimum 6 months sales experience Candidates need to have Life Insurance Experience Candidate needs to have good communication skills Interested candidates can call HR Varun- 9310054306 /Whatsapp- Resume

We require:- Age: 22- 38 years Education: Graduation in any stream Minimum Sales Experience: 1 Year to 10 years BFSI sector candidates will be preferred more interested candidate can call @ HR kavita 9318460257 /WHATSAPP RESUME

Industry :- Insurance Product :- Motor Insurance 1: Job Purpose Statement • To penetrate and increase the branch sales volume for Motor Insurance. 2: Duties & Responsibilities (List in the order of importance the duties & responsibilities of this job) Primary Responsibilities: • Business / Revenue generation: Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets. • Facilitation for Branch compliance, Marketing, and service level: Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones. 3: Organizational Relationship For more details or to apply for this opportunity email your updated Resume or CV on hr774.o3hire@gmail.com

Industry :- Insurance Product :- Motor Insurance 1: Job Purpose Statement • To penetrate and increase the branch sales volume for Motor Insurance. 2: Duties & Responsibilities (List in the order of importance the duties & responsibilities of this job) Primary Responsibilities: • Business / Revenue generation: Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets. • Facilitation for Branch compliance, Marketing, and service level: Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones. 3: Organizational Relationship For more details or to apply for this opportunity email your updated Resume or CV on hr774.o3hire@gmail.com

Lead and manage end-to-end direct Drive business growth through strategic planning and execution. Optimize team performance and productivity. Collaborate with internal and external stakeholders. Ensure quality, compliance, and efficiency. Required Candidate profile Proven leadership experience (2+ years). Strong analytical and decision-making skills. Excellent communication and team management. Perks and benefits Fixed salary +incentive and other benefits

Job Description : Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Knowledge : Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients Social/Interpersonal Skills: have excellent socializing and relation building skills. Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Analytical Skills:Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Skills: Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit

Key Responsibilities: Completing the DP BOD process on a daily basis Importing all the other master files from Exchanges in the Techexcel system before the BOD process. Verification of all the client's details received in the Dpulse system before starting the onboarding process. Uploading the client details to Exchanges/CDSL/KRA's after the verification process. Verification and activation of additional segments as per the client's request on a daily basis. Handling the complete onboarding procedure of BSE Star MF clients (Individual and Non-Individual) Follow up with the customer for the activation of the F&O segment (Rejected cases) Handling the tickets related to the BSE Onboarding of Non-Individual / Individual / Minor Accounts. Skills and Qualifications Education: Bachelors Degree Previous experience in the Broking industry is required. Good verbal and written communication skills Microsoft Office prowess/Excel/MS Basic knowledge of document verification Ability to work independently and a desire to learn. Self-motivated and a strong team player.Exchanges/CDSL/KRA's after the verification process.Exchanges/CDSL/KRA's after the verification process.

Open Demat and trading accounts for clients and ensure prompt activation. Generate leads through cold calling, referrals, digital channels . Promote various investment products including Mutual Funds, IPOs, Bonds, and Insurance.

Designation : Relationship Manager Customer Engagement Responsibilities:- To up sell ICICI Prudential 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 D 7980475998

Designation : Relationship Manager Customer Engagement Responsibilities:- To up sell ICICI Prudential 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.

Managing business for SME products through the agents Responsible for overall handling of customer relationship management Managing a team of SM and USM for business generation through agency 7374848545- Neelam

Corporate Broking 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 but will seat in the premises of Corporate Broking Company. Perks and Benefits: Attractive Incentives and Travelling allowance Freshers can also apply Interested candidates can share their resume to kli.asmeen-khan@kotak.com or 9209434945.

Position Assistant/Associate-Agency Manager Location PAN India Department Retail Business Group Cost Centre Agency Health Reporting Branch Manager Level FLS Our Vision To be the most admired insurance company that enables the continued progress of customers by being responsive to their needs Our Values Sensitivity Excellence Ethics Dynamism About HDFC Ergo General Insurance Co., Ltd., HDFC ERGO General Insurance Company Ltd. is a joint venture between HDFC Ltd., Indias premier Housing Finance Institution and ERGO International AG, the primary insurance entity of Munich Re Group. The Company offers complete range of general insurance products ranging from Motor, Health, Travel, Home and Personal Accident in the retail space and customized products like Property, Marine and Liability Insurance in the corporate space We are seeking highly motivated and talented individuals to be associated with us in our Journey and support in achieving our goals and objectives. Key Roles &Responsibilities To develop Advisors network) in his/her area of operation. To train/mentor Advisors about product and process. To handle and resolve channel partner queries in time Meet Customers with Channel partners for fresh sales and servicing issues. Key Requirements – Education & Certificates Graduate/Post Graduate Key Requirements - Experience &Skills - 6 months - 8 years of Sales experience in Insurance/Bank/NBFC/retail sales/Pharma or any other field sales Local market geography knowledge is mandatory Age- up to 35 yeras Milki Bisht 91 9151206474 Email id – milki.bisht@nlbtech.in

Handle the Walkin Customers. Selling insurance products through bank branches, focusing on understanding customer needs and recommending appropriate solutions HR Rahil 8655769431

Urgent Opening for Relationship Manager / Senior RM / Bancassurance Manager with leading Insurance companies - Bancassurance Channel CTC : 3 - 5.5 Lakhs + incentives To Handle 2 to 3 branches of the assigned bank , convert bank leads into sales Required Candidate profile Looking graduates with minimum 1 year sales exp in Insurance / banking / financial products / BFSI Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

Urgent Opening for Relationship Manager / Senior RM / Bancassurance Manager with leading Insurance companies - Bancassurance Channel CTC : 3 - 5.5 Lakhs + incentives To Handle 2 to 3 branches of the assigned bank , convert bank leads into sales Required Candidate profile Looking graduates with minimum 1 year sales exp in Insurance / banking / financial products / BFSI Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

Openings for Branch manager position -Team Handling -Direct Channel -Sell Insurance(Life/Health/General) candidate can Apply/share/Refer their CV at 8767546566 Required Candidate profile -Any Graduate with min 2 year Health Insurance/Life insurance sales/General Insurance sales experience into Direct channel/Agency channel/Tied channel/Apc channel/ broking channel can Apply Perks and benefits Incentives + allowances +Fast-track promotion

Candidate 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 Neebha 8384075250 & WhatsApp CV

Customer leads will be sourced from the assigned bank. The assigned bank will be the primary source of customer leads. Cross-selling of various financial products to Bank customers. Help partners to generate and track leads, and close sales. Required Candidate profile Qualification : Mini. Graduation in any stream Experience : 2+ Years of Experience in Banking, Insurance, Investment or BFSI Sector CTC : 3.25 LPA Only + Incentive + Other Benefits

Industry :- Insurance Product :- Motor Insurance 1: Job Purpose Statement • To penetrate and increase the branch sales volume for Motor Insurance. 2: Duties & Responsibilities (List in the order of importance the duties & responsibilities of this job) Primary Responsibilities: • Business / Revenue generation: Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets. • Facilitation for Branch compliance, Marketing, and service level: Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones. 3: Organizational Relationship For more details or to apply for this opportunity email your updated Resume or CV on hr774.o3hire@gmail.com

Industry :- Insurance Product :- Motor Insurance 1: Job Purpose Statement • To penetrate and increase the branch sales volume for Motor Insurance. 2: Duties & Responsibilities (List in the order of importance the duties & responsibilities of this job) Primary Responsibilities: • Business / Revenue generation: Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets. • Facilitation for Branch compliance, Marketing, and service level: Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones. 3: Organizational Relationship For more details or to apply for this opportunity email your updated Resume or CV on hr774.o3hire@gmail.com

Industry :- Insurance Product :- Motor Insurance 1: Job Purpose Statement • To penetrate and increase the branch sales volume for Motor Insurance. 2: Duties & Responsibilities (List in the order of importance the duties & responsibilities of this job) Primary Responsibilities: • Business / Revenue generation: Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets. • Facilitation for Branch compliance, Marketing, and service level: Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones. 3: Organizational Relationship For more details or to apply for this opportunity email your updated Resume or CV on hr774.o3hire@gmail.com

Industry :- Insurance Product :- Motor Insurance 1: Job Purpose Statement • To penetrate and increase the branch sales volume for Motor Insurance. 2: Duties & Responsibilities (List in the order of importance the duties & responsibilities of this job) Primary Responsibilities: • Business / Revenue generation: Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets. • Facilitation for Branch compliance, Marketing, and service level: Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones. 3: Organizational Relationship For more details or to apply for this opportunity email your updated Resume or CV on hr774.o3hire@gmail.com

To work with staff of bank partners to identify potential banking customers with financial protection needs. To provide professional insurance advice to customers of our bank partners. To provide after sales service to the successful cases 9023192760 Required Candidate profile Any bachelor having min 6 months of experience in Sales & Marketing ,Banking, finance and Insurance - Fresher with Good communication skill can also apply Call/WhatsApp on 9023192760 Perks and benefits Medical Allowance's, Petrol Allowances, PF

To work with partners to identify potential customers with financial protection needs. To provide professional insurance advice to customers . Earn up to 50k incentive + Fixed Salary M: 9023192760 Required Candidate profile Any bachelor having min 6 months of experience in Sales & Marketing ,Banking, finance and Insurance - Fresher with Good communication skill can also apply Call/WhatsApp on 9023192760 Perks and benefits PF+ Health Insurance + Petrol all+ Incentive