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1 - 6 years
3 - 5 Lacs
Kochi/ Cochin, Cannanore/ Kannur, Malappuram
Work from Office
Relationship Manager / Senior RM with AXIS MAX Life Insurance Company - Bancassurance Channel CTC : 3 - 5 Lakhs + incentives Handle 2 to 3 bank branches , convert bank leads into sales . Relationship Management Cross Selling Required Candidate profile Looking graduates with minimum 6 months of sales exp in Insurance / banking / financial products Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com
Posted 1 month ago
1 - 5 years
2 - 3 Lacs
Rewa, Jabalpur, Katni
Work from Office
Job Position: Credit Loan Officer (Home Loan / Credit Cards / PL / BL) Experience: 1 year BFSI Can Apply Salary: 20,000 Work: Open Market Lead Generation and close it in banks Qualification: AnyGraduate Required Candidate profile Identify and target potential clients for business loans through channel partners/open market sourcing
Posted 1 month ago
1 - 5 years
2 - 3 Lacs
Jalgaon, Nagpur, Pune
Work from Office
Job Position: Credit Loan Officer (Home Loan / Credit Cards / PL / BL) Experience: 1 year BFSI Can Apply Salary: 20,000 Work: Open Market Lead Generation and close it in banks Qualification: AnyGraduate Required Candidate profile Identify and target potential clients for business loans through channel partners/open market sourcing
Posted 1 month ago
- 5 years
2 - 4 Lacs
Hyderabad, Bengaluru, Delhi / NCR
Work from Office
Candidate should be graduate Candidate Should Have Minimum 6 Months Experience In Sales BFSI candidates are Preferred Open for Field Work Bike & Driving License is mandatory Candidates Can Call @HR Deepak - 9958131215 or WhatsApp Resume
Posted 1 month ago
2 - 7 years
1 - 4 Lacs
Parbhani, Aurangabad, Amravati
Work from Office
Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework. Share updated Cv : divya.chawla@religare.com or call on 8169023289
Posted 1 month ago
2 - 5 years
3 - 4 Lacs
Udupi, Davangere, Belagavi/Belgaum
Work from Office
Analyzing customer needs and identifying cross-sell opportunities Explaining insurance products and processes to customers Assisting customers in choosing the most appropriate financial products Knowing insurance policies to offer the best solutions Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory (Offer & Relieving) Ready to do Hardcore Sales HR Mukthi (8469483673) M-mukthi.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances
Posted 1 month ago
2 - 5 years
3 - 4 Lacs
Hassan, Mangaluru, Tumkur
Work from Office
Handle the Walkin customers on branch. Attend daily 2-3 meeting with customers. Lead and manage the team for Sales. Provide training and guidance to team. Motivate them to achieve sales targets HR Mukthi-8469483673 Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory (Offer & Relieving) Ready to do Hardcore Sales HR Mukthi (8469483673) M-mukthi.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances
Posted 1 month ago
2 - 7 years
2 - 5 Lacs
Rohtak
Work from Office
Role & responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.
Posted 1 month ago
1 - 6 years
3 - 7 Lacs
Gurugram
Work from Office
Role & responsibilities 1) Advisory to existing clients 2) Experience in New client acquisition, De-mat Accounts & revenue generation, 3) Experience in Brokerage Generation. 4) Building relationships with the client & educating them about Investments 5) Candidates should be from Financial Services & brokerage agent background 6) Knowledge about Equity & Stock Market 7) Cross selling of 3rd party products Preferred candidate profile 1) Ability to speak in local language and English 2) Graduate from recognized university or college 3) Strong product knowledge and understanding of capital market 4) Ideally minimum of 1 year experience in Equity broking 5) Holds latest certificate of NISM 8 6) Understanding of local market and captive client base 7) Should have basic computer knowledge of using email, Microsoft office and etc.Role & responsibilities
Posted 1 month ago
2 - 5 years
3 - 7 Lacs
Mumbai
Work from Office
About The Role The candidate must possess in-depth functional knowledge of the process area and apply it to operational scenarios to provide effective solutions. He/she must be able to identify discrepancies and propose optimal solutions by using a logical, systematic, and sequential methodology. It is vital to be open-minded towards inputs and views from team members and to effectively lead, control, and motivate groups towards company objects. Additionally, he/she must be self-directed, proactive, and seize every opportunity to meet internal and external customer needs and achieve customer satisfaction by effectively auditing processes, implementing best practices and process improvements, and utilizing the frameworks and tools available. Goals and thoughts must be clearly and concisely articulated and conveyed, verbally and in writing, to clients, colleagues, subordinates, and supervisors. Associate Process Manager Roles & responsibilities: Experience in experience in manual brokerage or electronic brokerage platforms such as Atlantis, GMI etc Escalate issues to client and internal managers to bring issues to their attention promptly Independently handle clients and client calls"“ establish self as a valued partner Help knowledge management endeavour by sharing process knowledge and best practices within the teams Have a thorough understanding of the clients business and related parties to monitor clients activities for unusual transactions Functional & Technical Skills: Bachelor's Degree in B. Com /BBM or Masters Degree in M.Com/MBA/PGDM 3 to 5 years of experience in handling a team of a minimum of 20 members with experience in experience in manual brokerage or electronic brokerage platforms such as Atlantis, GMI etc. and an overall experience of 6 to 10 years
Posted 1 month ago
3 - 8 years
4 - 8 Lacs
Faridabad
Work from Office
Role & responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Preferred candidate profile As per Industry
Posted 1 month ago
2 - 7 years
4 - 7 Lacs
Chennai, Tiruchirapalli, Coimbatore
Work from Office
JD. Acquisition of new clients for Demat account. Activation of client and generating revenue. Cross selling MF and LI
Posted 1 month ago
- 1 years
1 - 2 Lacs
Bharuch, Nagpur, Pune
Work from Office
Roles and Responsibilities Manage sales performance by achieving targets through direct sourcing channels (DSA & DST). Develop new business opportunities through open market and salary loans. Required Candidate profile Any graduate fresher can apply direct company payroll To clear any confusion direct contact on : 9099110367 HR Srushti
Posted 1 month ago
- 5 years
2 - 3 Lacs
Gurugram
Work from Office
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 years Thanks & Regards, Milki Bisht- 9151206474 Email id milki.bisht@nlbtech.in
Posted 1 month ago
3 - 8 years
10 - 20 Lacs
Chennai
Work from Office
Job Description - The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. Experience of advising clients across all asset classes. Candidates having good vintage in their present as well as previous companies. ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Qualifications: An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Experience: Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Desired Skill Set: • Ability to inspire trust and confidence in clients. • Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. • A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. • Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients • Good oral and written communication skills with clarity of thought, speech and expression • Good interpersonal skills • Good Analytical Skills General Competencies: • Positive attitude, socially effective, high level of perseverance and patience • Assertive & hard working • Result oriented • Strong analytical skills and ability to work in teams. Immediate joining is required or short notice is preferred. Pls call Naveeen 9962331867 for more info Thanks, Naveen 9962331867
Posted 1 month ago
1 - 6 years
4 - 6 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Designation-Assistant Manager Payroll-Bank CTC-7.50LAKH Age limit-30 LOC-Thane Exceptional Written & Verbal Communication skills Graduate with min 1-2 YRS exp in escalations Voice support only apply CALL 9773553319 Simran www.hyfly.in Required Candidate profile Handling 1st level escalations of bank NRI customers High quality of responses to achieve high Net Promoter Score-NPS Coordinating with various departments for resolution of customer
Posted 1 month ago
1 - 4 years
2 - 4 Lacs
Jalandhar, Ludhiana, Chandigarh
Work from Office
Department: Broking channel Designation: Branch Dealer Grade: E1 or E2 Years of Exp: 1 to 4 yrs Reporting to: M3/M4 1. Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. 3. To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business. 4. To keep abreast with the market knowledge and market intelligence. 5. Responsible to ensure all activities are in adherence as per Compliance & Risk. 6. Provide regular updates to the immediate superior as and when required. Skills & Knowledge: 1. Graduate / Post graduate with overall experience of 3- 4 yrs, with minimum 1 - 2 yrs exp in Equities on the client advisory side 2. Should have sound understanding of capital markets, 3. Should be a result-oriented, selfstarter, proactive 4. Should possess strong networking & relationship building skills, and good communication skills. 5. Should be certified in NSE Cash, NSE Derivatives, BSE Cash & NISM Currency Derivatives. For any other queries call on 7039279297
Posted 1 month ago
1 - 2 years
1 - 6 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + Other benefit Job Description: 1) Trading on behalf of the clients and Advising clients on market Queries 2) Building relationships with NRI clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, etc) 4) Graduation and nism 8 certificate is mandatory Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.
Posted 1 month ago
2 - 7 years
2 - 7 Lacs
Chennai, Bengaluru, Hyderabad
Work from Office
Dear Candidate, We are looking for an enthusiastic and goal-oriented Relationship Manager (Equity) to join our team in South. As a Relationship Manager, you will be responsible for driving business growth by developing and maintaining long-term relationships with customers, acquiring new clients, and ensuring excellent customer service. This is a fantastic opportunity to work in a dynamic environment where you can thrive and advance your career in the financial services industry. Please find below details for reference: Company Name: Indiabulls Securities Ltd. Location :Bangalore,Chennai,Hyderabad 1. JD for Relationship Manager (Equity) Job description : Building positive relationship with existing customers Identify & Acquire new clients Revenue generation Customer Service Portfolio Management Thanks, Hemalata Udawant Assistant Manager HR
Posted 1 month ago
5 - 10 years
5 - 13 Lacs
Bengaluru, Bangalore Rural
Work from Office
Position: Group Leader:Equity Dealer/Advisor Key Job Responsibilities - -Advising Super HNI clients on Equity, Derivatives & Markets -Handling clients with book size 25 lacs & abv -Creation of revenue & Activation of clients through effective Advisory -Cross-selling of other products like Mutual fund, PMS, and Insurance. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. NISM 8 Certificate is Mandatory How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Ashwini : 9822643371
Posted 1 month ago
1 - 6 years
2 - 4 Lacs
Bengaluru, Bangalore Rural, Hyderabad
Work from Office
We require a Senior Team Leader with more than two years of field sales experience to recognize business opportunities, develop client relationships, and reach sales targets. Work roles: Secure new clientele and increase sales figures. Foster and maintain relationships with customers. Achieve set sales targets. Execute market research to discover opportunities. Present and demonstrate products effectively. Desire Profiles: A bachelor's degree is essential, with an MBA being preferred. A minimum of 2 years of experience in any field of sales and Insurance is benefitial. Salary up to 4.00 LPA + Incentives + Benefits Candidates must demonstrate strong communication and negotiation skills. A proven ability to meet sales targets is necessary. Candidates should be prepared to travel as needed. Interested Candidates can share their resume at +91 84888 33693 | shraddha@tekpillar.com
Posted 1 month ago
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The broking job market in India is a thriving industry with a high demand for professionals who can navigate the complexities of financial markets and provide sound advice to clients. Broking roles can be found in various sectors such as stockbroking, insurance broking, and real estate broking. If you are considering a career in broking, this article will provide you with valuable insights into the job market, salary range, career progression, related skills, and interview questions to help you land your dream job.
These major cities are known for their bustling financial markets and offer numerous opportunities for broking professionals.
The average salary range for broking professionals in India varies based on experience and expertise. Entry-level positions may start at around INR 3-5 lakhs per annum, while experienced professionals can earn upwards of INR 15-20 lakhs per annum.
A typical career path in broking may involve starting as a Junior Broker, progressing to a Senior Broker, and eventually reaching a leadership position as a Brokerage Manager or Director.
In addition to broking expertise, professionals in this field often possess skills such as financial analysis, market research, customer relationship management, and excellent communication skills.
As you explore broking jobs in India, remember to showcase your expertise, skills, and passion for the financial markets during interviews. Prepare thoroughly, stay updated with industry trends, and apply with confidence to land your dream broking role. Best of luck in your job search!
Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.
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