2007 Broking Jobs - Page 29

Skill required: Insurance Services - Property and Casualty Insurance Designation: Risk Engineering Associate Qualifications: BTech Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Risk Engineering Team provides guidance on risk mitigation for multiple disciplines and occupancies. The objective is to enable global property and casualty underwriters to make more informed underwriting decisions. Our team consisting of people from various industrial background and specialities are dedicated to support the underwriting functions with profound expertise and risk knowledge.To supplement and further strengthen our capabilities we are looking for an Analyst with a broad-based knowledge and skills to join the Casualty Risk Engineering division. This division supports underwriters for Environmental and Primary Casualty, with Primary Casualty focused on Workers Compensation (worker safety) and Automobile Liability (fleet safety). Assist in reviewing environmental, worker safety, and fleet safety data submitted by clients to help identify risk trends, gaps, and potential areas of improvement Support in preparing and analysing risk reports using Microsoft Excel and Power BI, providing valuable insights for underwriting and operations. Perform structured online research to gather relevant Environmental, Health & Safety (EHS) information that supports desktop assessments and underwriting review Maintain digital records by organizing and updating information in a clear and accessible format for internal teams. Understanding and management of property and casualty insurance companies that provide insurance against the loss of real property, tangible assets and/or income. What are we looking for Ability to establish strong client relationshipAgility for quick learningAdaptable and flexibleAbility to work well in a teamDetail orientationA degree engineer (B.Tech minimum), preferably within one of the following Engineering disciplines (Chemical, Environmental, Industrial, Safety or Civil) The candidate ideally should have up to 1-3 years of relevant experience, including internships or early-career roles in engineering, insurance, risk consulting, or safety functions. A strong interest in risk assessment, environmental management, and workplace safety, with a desire to build a career in casualty risk engineering. Outstanding analytical, organisational and communication skills and who possesses a blend of technical knowledge, attention to detail, problem solving and adaptive communication and listening skills. Candidate must be organized, self-motivated and willing to learn about the concepts of desktop risk assessment, Occupancy, Hazard and Loss estimation. Demonstrable understanding of liability risk management and a strong background in another relevant discipline, for example health and safety consultancy, underwriting, broking, claims handling or loss adjusting Working knowledge of Microsoft Office tools, especially Excel and PowerPoint. Exposure to Power BI and Salesforce is a plus. Roles and Responsibilities: Provide support to senior risk engineers in conducting desktop assessments of product liability, environmental exposures, workplace safety practices, and automobile risks in line with internal technical guidelines Help compile and format key risk information for underwriters, ensuring clarity and consistency across submissions. Oversee the delivery and quality of outsourced survey programs related to workers compensation, fleet safety, and environmental liability, while maintaining and updating associated online Health & Safety resources. Track and validate corrective actions related to product safety, worker safety and auto liability improvements identified during surveys, ensuring timely and effective implementation by clients. Qualification BTech

Ctc upto 4 lakhs Age upto 38 Preferably from life insurance and banking industry (with life insurance selling experience) Min qualification graduate

Designation: Relationship Manager Broking Years of experience: 4 - 7 years Role: We are seeking a motivated and experienced Relationship Managers to join our Life Insurance company. The ideal candidate will be responsible for expanding our reach to Brokers as well as establishing new business partnerships with these organizations. The role involves working closely with the senior management team and ensuring that business objectives are met within a given timeframe. Roles and Responsibilities: Generate targeted number for their mapped brokers. Prepare quotations for brokers. Lesioning with brokers and help them in case any information is required. Close premiums of 1 Cr. Independently. Work closely with operations, commission and claims team and resolve issues. Conduct a minimum of two meetings daily with brokers & clients. Job Requirement/Skills: At least 4 years of experience in Sales within the Life Insurance industry and Ability to communicate effectively with clients and team members. Demonstrated ability to develop and implement successful business strategies. Analytical and problem-solving skills

Acquire new customers and generate broking revenues as per targets genrate revenue and follow the Deal Desk Process Activate new clients for broking relationships and ensure seamless servicing Cross Sell of Products Ensure adherence to surveillance and risk processes.

Job description : Job Opportunity: Taxation Manager Location: Chennai Qualification: Chartered Accountant (CA) Experience Required: Minimum 3-8 years in taxation roles Experience in Direct Tax, Indirect Tax, Audits Preferably from Audit Firms , Corporate Tax Teams Exposure to Banking and Broking industries highly desirable Key Responsibilities: Manage and ensure timely filing of direct and indirect tax returns (GST, TDS, Income Tax, etc.) Handle tax assessments, appeals, audits , and liaise with tax authorities Monitor and ensure compliance with all statutory tax requirements Review contracts and transactions for tax implications Stay up to date with changes in tax laws and advise management on the same Support internal and external audits with relevant tax data and reconciliations Collaborate with cross-functional teams including finance, legal, and operations Prepare MIS and tax reports for management review Preferred Candidate Profile: Qualified CA with strong academic and professional background Solid understanding of Indian Direct & Indirect Taxation laws Hands-on experience in handling tax compliance in NBFCs, broking firms , or banks Strong analytical skills and attention to detail Excellent communication and interpersonal skills Interested? Please share the following details to: chinmaya@topgearconsultants.com Current Location: Preferred Location: Highest Qualification: Total Experience: Current CTC: Expected CTC: Notice Period: Availability for Interview (Date & Time): Resume: (Attach) Thanks & Regards, Chinmaya I HR Associate I www.topgearconsultants.com https://www.linkedin.com/in/chinmaya-ambre-9582572bb

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 8080126356 Ekta 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-Bank Work Location-Andheri/Thane Des-Phone Banking Officer Salary: 21K in hand for freshers | 1+ yr BPO exp: up to 5 Lakh CTC Shifts: 7 AM–3 PM, 10 AM–7 PM, 11 PM–7 AM (males) Interviews: Walk-in Contact: 9137797705 HR Hrutika www.hyfly.in Required Candidate profile Graduate Freshers Welcome! Handle calls from existing customers and resolve complaints/queries Provide accurate and complete information Assist with financial service requests

Role & responsibilities To ensure active management of clients & achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options Responsible for new client acquisition To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have a clear focus on client mining To conduct regular Client Meetings & update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Keep abreast of the market news, financial trends, and current affairs attend post result con-calls, and analyst meets for improved client servicing. Preferred candidate profile Graduate/postgraduate with 3 year's experience should have good communication skills should be self-starter. Share your resume on shivangi.maheshwary-v@adityabirlacapital.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 6352870507 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 6352870507 Perks and benefits Medical Allowance's, petrol Allowances, PF

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients Profiling Customers and provide financial products to meet customer needs Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs To Enhance & Retain customer profitability by capturing larger share of Wallet Ensure profitability of the portfolio: Generate high Income per Customer Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

2+ experience in export documentation & shipping line processes of export procedures, incoterms, and documentation flow Familiarity with export software tools like Munim is an added advantage Ability to multitask & manage timelines effectively

Job description: Achieving the business targets assigned in terms of up selling 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 To execute monthly sales plan to acquire HNI / UHNI clients and ensure regular contact with all mapped clients through clients through weekly / monthly calls. Call / whatsapp - +91 7355922379 mail id - taru@avaniconsulting.com

Openings for Branch manager position -Direct Channel -Team Handling -Sell Insurance(Life/Health/General) of all the Multiple insurance company 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

Openings for Branch manager position -Direct Channel -Team Handling -Sell Insurance(Life/Health/General) of all the Multiple insurance company 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

Life insurance sales through assigned Bank Branches. Coordinating between Bank and company from Lead generation to policy conversion. Follow up with Operations of Banks. Required Candidate profile To build mutually beneficial relationships with Bank and help in acquisition of clients. Customer Requirement Gathering and Analysis for better product pitching.

Life insurance sales through assigned Bank Branches. Coordinating between Bank and company from Lead generation to policy conversion. Follow up with Operations of Banks. Required Candidate profile To build mutually beneficial relationships with Bank and help in acquisition of clients. Customer Requirement Gathering and Analysis for better product pitching.

Greetings from Kotak Life Insurance!! We are Currently hiring For a 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.nishmitha-kotian@kotak.com or call on 8828395189 Location: Pune, Ahmedabad, Delhi & Mumbai 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

About the Team Join Meeshos dynamic Controllership vertical, where our dedicated insurance operations team plays a crucial role in managing and optimizing the companys insurance portfolio. We collaborate closely across functions and with external partners to ensure seamless policy renewals, efficient claims management, and strategic risk mitigation. As part of a high-performing team, youll contribute to driving operational excellence, compliance, and continuous improvement, supporting Meeshos growth with robust insurance frameworks and proactive management. If you thrive in a fast-paced environment and are passionate about delivering impactful insurance solutions, this is the team for you. About the role We are seeking an Assistant Manager- Insurance to lead and manage the insurance operations at Meesho. This role involves overseeing both day to day insurance task and handling more complex insurance operations, including policy renewals, claims closure and overall insurance management. You will work closely with internal teams and external insurance consultant/ Brokers, ensuring smooth operations and driving efficiency at entry level. What will you do Manage the renewal process for both small and large insurance companies to ensure timely completion and accurate documentation. Oversee the closure of both small and large claims, ensuring all the claims are processed in accordance with policy terms and within agreed timelines. Coordinate with internal teams, external vendors and insurance consultants to ensure effective claim resolution and policy management, Regularly connect with insurance consultants to review and discuss ongoing insurance matter taking feedback, insights and ensuring alignment on strategic initiative. Assist with insurance declaration and ensure accurate documentation is submitted on time. Collaborate with different stakeholders to manage and resolve complex insurance related issues, providing regular update to leadership. Monitor Key performance indicators for insurance operations and provide insights for continuous improvement. Support the development and implementation of strategy to improve insurance policies and optimize efficiency. Ensure all insurance operations comply with legal, regulatory and company specific requirements. Identify and access risks in insurance policies and claims, recommendations for risk mitigation strategies. Support in conducting regular audits and assessments to ensure adequate insurance coverage and compliance with relevant laws. What will you need MBA or similar advance degree in related fields. Proven experience in managing insurance operations, particularly in corporate or large scale environment. Strong understanding of insurance policies, claim management and renewals. Experience working closely with insurance consultants and managing external partnerships. Proficient in MS excel and experience with insurance management system is a plus, Excellent communications and interpersonal abilities. Strong bias for speed execution Ability to multitask, Think critically and execute tactically. Have a proven record of finding innovative solutions to the problems.

Managing SEBI related compliances for broking houses Ensure routine compliance with the regulatory requirements of stock exchanges Monitor and review all circulars, notifications, and guidelines issued by regulatory authorities such as SEBI and stock exchanges. Manage letter of observations received from Exchanges. Implement Key circulars from Exchanges and SEBI. Submit various reports within due date to regulatory authority: Internal audit, Cyber security audit, system audit, Risk based supervision, Annual Returns Liaison with product and tech teams to integrate SEBI and Exchange approved features

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 Varun -9310054306/WHATSAPP RESUME

Background : Worked as sales consultant, interacting face to face with the customers Industry: Automobile/ Retail/ Hospitality/ Aviation/ Service Industry etc. Qualification : : Min. Graduation Competency Required : - Result oriented - Team player - Good Product knowledge & flair for automobile industry - Preferably having operational knowledge on retail finance, Insurance exchange etc. - Customer Centric - Valid car driving license is compulsory Responsibilities: Achieve Enquiry, Test Drive, Booking and Retail Targets Pre Sales : Lead generation / Referrals/ Offering Test Drives to customers Sales : Cars/ Accessories/ Exchange/ Finance/ Insurance/ Maruti Suzuki Rewards Post Sales : Delivery / Post Sales follow-up Understands Customer's requirement for finance & Guides Customer on options/ documentation basis his profile. Keeping track of Customer's car related requirements & keeping him posted with regular updates Responsible for Customer Satisfaction & long term relationship building Ensuring NEXA Experience and Zero Customer Complaints

Greetings from Kotak Life Insurance!! We are Currently hiring For a 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.krunali-kini@kotak.com or call on 9820346873 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

Greetings from Kotak Life Insurance!! We are Currently hiring For a 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.shreya-mehta@kotak.com or call on 9820346873 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

Hiring: Relationship Manager Use company-provided leads (40-60%) & generate additional leads through referrals Explain policy benefits over the phone and convince customers to buy Follow up with potential customers, handle objections, and close sales Industry: BFSI Job Role: Use company leads and get more leads through referrals Explain policies and benefits to customers over the phone Follow up and close sales Build good relationships with clients Suggest suitable investment products Meet sales targets and give good customer service Requirements: Graduate in Any stream Age criteria ( 24 to 38 ) 2+ years of sales experience in BFSI Good communication and people skills Basic knowledge of financial products For more information! Call: +91 9723104999 Send Resume: Palak.r@tekpillar.com

Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS, Bonds etc. Update clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs & on market trends. New Client Prospecting - Through cold-calling.