2004 Broking Jobs - Page 3

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.prachi-naik@kotak.com" Contact Number : 9326238780 Location: Alipurduar, Darjeeling, Dakshin Dinajpur, Balurghat, Dhurbi, Hazaribag 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 Bandhan 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.prachi-naik@kotak.com" Contact Number : 9326238780 Location: Cooch Behar , Uttar Dinajpur, Siliguri, Jalpaiguri,Bokaro 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 Bandhan 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.prachi-naik@kotak.com" Contact Number : 9326238780 Location: Jamshedpur, Dhanbad,Hazaribag, Bhilai, Raipur,Gwaalior, Jabalpur 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 Bandhan Bank.

Roles and Responsibility Develop and implement effective equity trading strategies to achieve business objectives. Provide expert advice on equity markets and products to clients. Build and maintain strong relationships with clients and stakeholders. Conduct thorough research and analysis of equity markets and trends. Identify new business opportunities and expand existing client relationships. Stay up-to-date with regulatory changes and industry developments. Job Requirements Strong knowledge of equity markets, products, and regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with clients and providing exceptional customer service. Strong understanding of the TV/Radio industry and its dynamics.

Hiring for Sales Development Manager Identify potential customers through field visits Pitch products and services effectively Convert leads into successful sales Build and maintain strong client relationships Meet monthly sales targets Required Candidate profile Min. 1 year of experience in field sales Graduation Mandatory Excellent communication & interpersonal skills Strong negotiation & closing abilities Contact For more Info: +91 95379 91823 | Nikita

Dear Aspirant, Chola MS General Insurance Company is hiring Bancassurance Sales Managers in BANGALORE & SHIVAMOGA location. Bangalore - Jayanagar | JP Nagar | Whitefield Role & responsibilities . Responsible for handling the given bank branches for branch operations. . Coordinate day to day activities with Channel Partners, Bank Employees, Bank Branches. . Service branch customers for any query. . Regular product training / refresher to the sales force of the branch. . Drive productivity by advising right insurance solutions. . Responsible for sourcing business, lead generations and improve market share. . Achieving the given sales target. Preferred candidate profile . Min 1 to 3 Years experience in any insurance sales role with a Bachelor Degree in any stream . Min 0.6 Months to 3 Years experience in insurance sales. Regards Christin Joseph HR Team, Chola MS General Insurance Company Ltd christinjoseph@cholamsispl.com 9483323576 | 8921395368

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto- 6 LPA + incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: 1) Trading on behalf of the clients. 2) Building relationships with clients & educating them about Investments. 3) Client Acquisition as per targets and cross selling of 3rd party products. 4) Client meetings and bank branch visits as per goal sheet. 5) NISM 8 certification is mandatory. 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991680640.

About The Role : Job TitleClearing and Settlement Analyst, NCT LocationPune, India Role Description Preparing and verifying swift instructions to our custodian agent as required Repairing incorrect client instruction. Resolving problems arisen from unmatched items and implement long term solutions for frequently occurred issues Preparing pending trades report and communicate with custodian agent to identify settlement issues over telephone or via provided systems Identifying cash or any other discrepancies to our books & records and following up till resolved Supporting client services team to resolve problem for client in terms of settlement issue. Assist in creating proper backups through adequate cross training, within the department Escalate all issues properly, in time, to the appropriate level, to avoid any adverse impact on the business EOD control reports as per procedures What well offer you 100% reimbursement under child care assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Area of responsibility is in back office operation of Custodian, opening is at Analyst position whose main responsibilities include managing day to day deliverables of the process. The individual will be responsible for Settlements of client instructions, Client Reporting, Reconciliation of Securities and Cash, Repairing incorrect client instructions. The analyst will have to adhere to Key Operating Procedures for performing daily functions Your skills and experience: Knowledge in Capital Markets Microsoft Windows and Associated Applications Excellent written and verbal communication Knowledge of SWIFT Good Team Worker and Collaborative approach Apt in Problem Solving and Decision Making Graduate from recognized university Preferable should have Security Settlement work experience of 1 year in IB/Asset Management/Broking business Ability to quickly master systems How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

About The Role : Job Title- Trade and Transaction operator, NCT Location- Jaipur, India Role Description The Analyst will be responsible for completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties. Ensure that Equities, Fixed Income, Structured and Derivatives products are executed timely and accurately for settlement and regulatory reporting. Builds and maintains relationships with internal stakeholders - Product Desks, Relationship Center, COO, Compliance, AML, ORM, Technology, as well as with Service Providers. Informs product / function development to ensure a superior offering in the face of changing client needs and market trends. Ensures the escalation of operational, regulatory, and other risks to line manager and functional leads as appropriate; contributes to the development and implementation of mitigation or control solutions. Applies Business strategies and objectives across product and business lines within all internal and external policies/guidelines and requirements of the regulators and to agreed SLAs, KRIs and/or KPIs. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities The Analyst will be responsible for completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties. Ensure quality/quantity of processing is maintained as per the SLA. Should be capable in handling multiple deadlines. Ensure to process all payments in given TAT. Understanding of downstream and upstream of payments. Drive Partnership value with various internal teams and liaison with onshore and supporting teams. Checklist to be maintained and reviewed daily. Ensure adequate back-ups created for all critical positions and assist other teams during contingencies (Staff shortage, high volumes etc). Escalate all issues in time, to the appropriate level, to avoid any adverse impact on the business. Takes ownership for own career management, seeking opportunities for continuous development of personal capability and improved performance contribution Your skills and experience Diploma/Degree in related discipline (Banking/Finance preferred but not necessary) Strong background in Wealth Management products and operations, preferable with 2 - 4 years experience Ability to work in fast paced environment with different teams cutting across variable functions Detailed oriented, highly organized with creative problem-solving skills A desire to keep pace product, system and market knowledge in the product line and be open minded, able to share information, transfer knowledge and expertise to team members An independent and proactive worker with good communication skills. High attention to details and good time management skills are essential How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

About The Role : Job TitleTrade and Transaction Operator, NCT LocationBangalore, India Role Description Ensure the continued delivery of a robust and stable operating environment to support the Global Trade Services (GTS). Contribute to the overall operational strategy of GTS function and responsible for its effective implementation. Improve service delivery and productivity to maximise service quality and operational efficiency and minimising operational risk through the effective implementation of appropriate controls. Demonstrated commitment to continuous process improvement is required with good People management skills. This role is part of the Trading assistants which require the trade/risk to be captured on T0 basis. Critical task which involves constant interaction with the Trading Desk and Risk and PnL teams, Docs / Setts to ensure all the trades blottered by the desk are taken into risk for the day. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Sales Support function involving booking, consenting and confirmation of trades in external and internal platforms on T0 basis. Following up with Traders, Sales, Brokers, and Clients to ensure Trades are confirmed, cleared captured in the risk system. Liaison with Client/ Front Office / Docs / Settlements and ensuring exceptions are resolved in a timely manner. Monitoring the Front of Office system to make sure Sales Led Trades are captured correctly and confirmed by Client on timely manner. Resolving all inter-company breaks / system Reconciliation (FOBO) to ensure risk is not impacted for the traders. Supporting Sales desk along the entire trade lifecycle of the derivatives trade. Work with T+1 P&L teams to resolve any accounting differences from T0 P&L reporting. Understanding F2B system / process flow, streamlining and engineering processes to bring efficiencies. Complete ad hoc requests and projects for Sales desk. Monitor and escalate any Trade Capture/ issues that could potentially result in regulatory escalations for the bank. Should have strong knowledge on OTC derivatives trade life cycle preferably on Rates Derivative products. Reviews any exceptions raised by the team and/or escalated by the supervisor. Adherence to STARC standards and procedures and ensuring that there are no lapses or gaps in control. Ensure compliance to LOA. Distribute work, assign responsibilities, ensure appropriate staff levels, and provide necessary training. Ensure EOD controls. Demonstrate a proactive approach to all activities and create the environment for others to emulate this behavior. Develop knowledge across the team in order to provide as required, support/assistance to other teams. Share knowledge and provide appropriate training, guidance or coaching for the team. Your skills and experience Minimum of 5-7 years experience in derivatives or related products. Should have strong knowledge on derivative products CDS & Interest Rates Need to have complete understanding of trade life cycle. Need to be updated of regulatory changes & Market initiatives in derivatives product. Should own & resolve complex breaks independently and guide the team in resolving the same. Should be able to independently deliver on all organization mandates. Strong analytical skills, detail orientation, service commitment, and solid organizational and interpersonal skills. Ability to effectively maintain, coordinate, prioritize multiple tasks and projects. Must be prepared to work in a shift supporting US/UK business hours. Should be able to lead teams across time zones. Self-starter with ability to take things to their logical end. How well support you

About The Role : Job Title Branch Operation Analyst, AS Location Mumbai, India Role Description This specialized position involves supervision of daily deal processing, confirmation, exchange settlements, and regulatory reporting for the operations team of Deutsche Equities India Private Limited. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Providing supervisory oversight to the Listed derivative operation team Ensuring compliance with all regulation applicable aspects as a clearing member (TM-CM) Ensure transparency across all program activities, risks, issues tracking, and status reporting Manage and effectively resolve all incoming queries from clients within a pre-agreed time frame. Familiarity with existing/upcoming Exchange/SEBI regulated changes and impact to operational flows Understand of the FNO and Currency clearing and settlement mechanism Understand clients requirements with respect to reports Knowledge of exchange settlement process Proactively suggest to system vendors for any new requirement & enhancement needed Responsible for new clearing account setup Generate various MIS to management Ensure operational risk minimized, including but not limited to internal guideline & local regulations Prepare & update the procedure manual on a regular basis Participate in internal and external audits Your skills and experience 7-8 years of relevant experience in operations for Indian capital markets, derivatives, or settlements experience in broking would be preferred. Excellent analytical abilities, attention to detail, dedication to service, and strong interpersonal and organizational skills. Effective at communicating both orally and in writing relevant experience managing teams. How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

About The Role : Job TitleOperations Expert, AVP LocationPune, India Role Description Business Funded resources for S2 Testing- Responsible for delivery of the value and strategic outcomes of S2 that ensuring successful transition into the organisations goals, processes and technologies. Critical for developing project/ product & change artefacts during the change lifecycle, e.g., scope, business case, communication, change management and / or training plans, materials and overseeing / monitoring the execution to ensure adoption and minimal disruption of normal business operations. Need to provide training/mentoring where applicable on various methodologies; including change management, agile, process re-engineering, robotics, project methodologies, and continuous deployment. Extremely critical to catch up on KD delay What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities The Clearing and Settlement Analyst is accountable for managing the end-to-end clearing and settlement process, ensuring smooth and timely market settlement of securities and cash transfers between the bank and its counterparty. This includes clearing and settlement through primary and secondary markets, or direct payment to clients and banks. The Clearing and Settlement Analyst supports interfaces with different internal and external stakeholders (front office, clients, brokers, nostro agents, exchanges and clearing houses) involved in the clearing and settlement process chain, according to the market standards. The role is responsible for trade date to settlement date processes (pre-matching and confirmation, trade processing, cash transfer, instruction routing, depot and inventory management, funding and settlement monitoring) and post-settlement date processes (fails management). Your skills and experience Competencies An organized self-starter able to manage in a complex environment A team player who continually collaborates and shares information Continually looks to simplify and standardize solutions Actively seeks to reduce complexity and do the "right thing" Persistent in your drive for quality and excellence Architecturally minded with an ability to simplify complex activities Consistent in your approach to activities and tasks An excellent communicator (written & verbal) Influencer and problem-solving person Fluent in English (written/verbal) additional language(s) are an advantage but not mandatory Knowledge & Experience Experience in a Banking domain with Clearing and Settlement processing. Experience working closely with Product Owners and Stakeholders along with maintaining product backlogs and driving release content throughout via prioritized stories. Good knowledge of Clearing, Settlements and SWIFT will be a pre. Ability to work in a Matrix organization with stakeholders spread across geographies. Understanding of agile (scrum) methodology Experience in conceptualization and solution definition Good analytical and problem-solving experience Broad knowledge and awareness of (related) business solutions in the marketplace Ability to identify and interpret stakeholders needs and requirements Self-motivated and flexibility to work autonomously coupled with ability to work in virtual teams and matrix/global organizations including appreciation of different cultures during collaborating and sharing. Ability to influence and motivate other team members and stakeholders through strong dialogue, facilitation and persuasiveness. How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

Designation: Relationship Manager Broking Years of experience: 2 - 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

Post : Business Developement Manager • Managing the Banca sales through assigned Bank Branch • The candidate has to handle tie-up banks • To Close The leads Provided By the Company • Handle the walk-in customer • Do Cross Selling Products Required Candidate profile • Graduation Must • Must have 1 YRS of experience in Field Sales / Banking / Finance / Insurance Sales • Good Communication skills • Age : 21 to 32 Years Call or WhatsApp : 78619 85887 HR Janak Perks and benefits Hike + Incentives + PF + Promotions + Insurances

Responsibilities: * Manage client relationships through regular meetings & communication * Generate revenue through new business acquisition & retention * Acquire new clients & increase market share Provident fund Sales incentives Annual bonus

Establishing & strengthening relationship with the Bank Branch Manager to gain leads.Prospecting customers of the Bank & conducting Quick Need Analysis For More Details 7374848545- Neelam

RM / Sr. RM Location: - Multiple Responsibilities: * Manage client portfolios through equity broking & advisory services * Execute trades on stock exchange platforms * Acquire new HNIs through sales strategies * Promote mutual funds & PMS offerings Sales incentives

-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

Role & responsibilities: Develop Strategic business development plans for multiple verticals Build strategies for special projects Revenue generation as per annual plans Team Management skills Problem identification Network Development Knowledge of Industry verticals/Competitors and geographical knowledge across regions Competitors Information (Strengths & Weakness) Build and maintain business relationships with clients EB & Non EB Discuss and assess clients current and future insurance needs. Research insurance policies and products. Negotiate policy terms and costs with insurance providers. Arrange insurance cover for clients with the insurance provider. Client management-Rapport maintenance Competitors knowledge/Industrial knowledge Mentoring skills, Negotiation Skills Knowledge Sharing Preferred candidate profile: Experience: 10 to 15 years in the insurance broking industry, with expertise in sales, marketing, business development, or corporate relations. Market Expertise : Strong market control and an established client base in the corporate and SME sectors. Proven Track Record: Experience in building high-value partnerships and driving growth through strategic initiatives. Consistency: Candidates must demonstrate stability, with at least 3-5 years of continuous employment in key roles with previous employers. Business Relationships - Strong connections with corporates in the proposed market.

Role & responsibilities responsible for Acquisition and Development of New Franchisees Sourced from Stock & Commodity Broking/Competition/Large MF Distributors/Family Offices/PMS etc Ramp up Franchisee Distribution On Field Sales,Conduct market survey, drives identification and empanelment activity of Stock Broking Franchisees across the region Responsible for expanding the franchisee network through marketing and sales effort Negotiating and completing all necessary franchisee documentation and agreements on time Should be well versed with the Franchisee model of operation Should be able to guide and scale up franchisee business Preferred candidate profile • Graduate/MBA in Sales and Marketing with 2-3 years of experience in franchisee acquisition/MBA with good communication Skills • Excellent communication and networking skills • Ability and experience in selling concepts and business vision • CTC: Market Standards contact Santhosh HR- 9560385650

Job Description: Seeking a proactive Senior Sales Executive to drive sales through lead generation, customer visits, and achieving sales targets. Key Responsibilities: Source leads from personal networks to sell products. Contact provided leads, schedule sales visits, and convert leads to sales. Provide ongoing coaching, feedback, and support to boost performance. Analyze market trends, customer needs, and competitors. Meet or exceed business targets as per the goal sheet. Build and maintain strong client relationships. Qualification & Experience: Must completed Graduation compulsory. 1+ years of experience in sales and marketing in any sector. Proven track record of achieving sales targets and managing teams. Leadership skills to drive a team towards business goals. Strong interpersonal and communication skills to build relationships with agents and clients. For more information - Kindly contact us: Ayushi Lad | HR Team +91 84603 77032

Talk to customers, explain products, and solve doubts. Use company leads and get more through referrals. Follow up with leads and close sales on time. Keep records of calls, leads, and sales. Meet targets and support your team if needed. Required Candidate profile Graduate in any field. 2+ years of sales & field marketing experience Good communication &convincing skills Local candidates preferred. Goal-oriented & self-motivated Kevisha Lathiya | 88490 20556

Generate leads through field visits, cold calling, and personal networking Explain company offerings to potential clients and close business deals Build and maintain long-term client relationships Achieve monthly and quarterly sales targets Required Candidate profile Graduation in Any Stream Mini. 2 Years in Field sales & Marketing Attractive Personality and good communication skills One who ready for challenges Kevisha : 88490 20556

Find & contact potential customers Build and maintain good relationships with client Explain & promote products or services Cross-selling of various financial products to Bank customers. Help partners generate and track leads & close sales. Required Candidate profile Qualification : Mini. Graduation in any stream Experience : 2+ Years of Experience in Banking, Insurance, Investment or BFSI Sector CTC : 4.0 LPA Only + Incentive + Other Benefits Kevisha-88490 20556

Recruit, train, and develop new agents for Health insurance sales. Drive business through existing and new agency networks. Achieve monthly and annual sales targets through effective field sales activities. Required Candidate profile Bachelor's degree good communication skill age :22 to 37