6707 Broking Jobs - Page 38

To generate leads through activities and use Different Market Strategies for lead generation To have new customer meetings in a day To provide after-sales service and do upselling with the existing customers Manage the daily activity Required Candidate profile Any Graduate Mini. 1 Years of Exp. in Sales & Marketing Strong Communications Skills Local candidates are prefer For More Information - Contact : Komal B.| 93289 59079 Email : Komal@tekpillar.com

Generate leads and convert into sales Maintain good relationship with customers Identify new business opportunities in market Work closely with team to achieve sales targets Meet dealers, distributors & customers Required Candidate profile Graduate preferred 2 year field sales or Marketing experience Strong market knowledge Must be comfortable doing field work Apply Now: Share your CV with Hetal Kheni | +91 95107 76003 Perks and benefits Fix Salary+ Incentives+ Bonus

Urgent Hiring for Telecaller ( Client Acquisition ) (Looking for Freshers ) Profile in AMC Location -Airoli Navi Mumbai CTC- 2.6 Lpa Core Responsibilities To connect with the prospects / clients via Online leads and convert the same to customer Connect and follow up on the leads assigned to generate client acquisition and open the online Demat / trading account. Explain the product to client and solve any quires for opening the Demat Account Ensuring the process laid by business is followed for opening the account Update the data base / lead management system to ensure proper reporting of work Achieve the assigned targets for client acquisition Intrested candidate can share your updated CV o...

Generate leads and convert into sales Maintain good relationship with customers Identify new business opportunities in market Work closely with team to achieve sales targets Meet dealers, distributors & customers Required Candidate profile Graduate preferred 2 year field sales or Marketing experience Strong market knowledge Must be comfortable doing field work Apply Now: Share your CV with Hetal Kheni | +91 9510776003 Perks and benefits Fix Salary+ Incentives+ Bonus

Urgent Hiring for Digital Advisory Role Profile in AMC Location -Airoli Navi Mumbai CTC- 4 Lpa Core Responsibilities Revenue Generation through interest income by Building MTF, Funding book and broking through advisory. Client Advisory: Understand Client Profile and provide advice on stocks, portfolios, and trading strategies. Client Activation & Retention: Improve and maintain client activity ratio across product lines. Cross Sell: third party products MF SIP, Portfolio Advisory Market Updates: Update stock market trends, macroeconomic indicators, and sector-specific developments to guide clients. Compliance: Ensure adherence to SEBI and Asset regulations, risk management protocols, and int...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .

Generate leads and convert into sales Maintain good relationship with customers Identify new business opportunities in market Work closely with team to achieve sales targets Meet dealers, distributors & customers Required Candidate profile Graduate preferred 1+ year field sales or Marketing experience Strong market knowledge Must be comfortable doing field work Apply Now: Share your CV with Princy Z. | +91 9327916832

Generate leads and convert into sales Maintain good relationship with customers Identify new business opportunities in market Work closely with team to achieve sales targets Meet dealers, distributors & customers Required Candidate profile Graduate preferred 1+ year field sales or Marketing experience Strong market knowledge Must be comfortable doing field work Apply Now: Share your CV with Princy Z. | +91 9327916832

Role & responsibilities Unit Manager JD - Lead and manage a team responsible for client acquisition through selling of DEMAT and Trading accounts . Recruit, train, and onboard new team members to strengthen the acquisition pipeline. Ensure the team meets targets for account openings and TPP (Third-Party Product) sales such as mutual funds, insurance, etc. Drive individual sales efforts and achieve personal targets alongside team targets. Sales Manaager JD - Source and acquire retail clients for Equity Trading and Demat account openings Ensure a smooth handover of newly acquired clients to the Equity Dealer for market advice and trade execution Monitor client engagement and coordinate with de...

Phone Banking Officer Day Shift | Inbound Process Salary: • Voice Exp – Up to 4.5 LPA All Banking Benefits Guaranteed Shift to Branch Banking after 2 Year Location: Thane | Malad | Vashi Call Vidya – 9773553319 Apply: www.hyfly.in Required Candidate profile Inbound Customer Service – Banking Handle inbound customer calls Verify details & validate documents Ensure interaction with the right customer Cross-sell & pitch relevant banking products

Openings For Direct sales channel For Life Insurance -Direct channel sales -Need to work on company assigned Leads -Promote Leading Life Insurance Apply/share/Refer your CV at 8767546566 Required Candidate profile -Any candidate with minimum 1 year of Life insurance sales into Direct sales channel/Loyalty Channel/Insurance Brokers/ Direct channel can Apply Perks and benefits Incentives + allowances +Fast-track promotion

Relationship Manager is entitled for - * Generating leads. * Meeting with the leads provided by the company. * Acquisition of new Authorised Person/ Sub-brokers/ Business Associates/ Channel Partners * Business establishment support to the existing Authorised Persons * Revenue Generation * Business proposal explanation to the prospects. * Customization of business proposal according to the needs of the prospects. * Real time updation of CRM. Working days: Monday to Friday ( 8:30 am to 6 pm), Saturday (9.30 am to 5.30pm)

Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetings with clie...

Key Responsibilities: 1.Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP...

JOB ROLE: Responsible for target achievement of Life Insurance through broking partners Acquire, build & maintain strategic relationships with clients sources, develops & analyses customer needs to establish a client centric business environment, proposes and implements solution. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis.

Role & responsibilities Attending morning meeting to discuss strategy for the day. Responsible to generate brokerage primarily through advising clients on their equity portfolio Accurate & timely execution of orders on terminal (Sauda Punching on Terminal). Ensure all the activities are in adherence as per the compliance and risk policy. Confirmations of trade done by EOD Ensure the volumes of trade is higher & clients trade frequently Promoting in house research calls to increase volume & frequency Track clients positions and make regular calls as per their profile & preferences Monitor client exposure limits. Visiting clients regularly and maintain a long term relationship with clients. Pr...

Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Rimesier. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on join...

Pvt Client Group Advisor B2B Franchisee Partner Alliance , Equity & Investment Products 1) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. 4) Ensure best services to the Partners (Franchisees, IFAs). 5) Help distributors on joint calls. Location-Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Pune,Jaipur,Indore,Kochi,Delhi, Ahemdabad, Trivendrum

1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business ...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Location: Delhi,Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Chennai,Hyderabad,Bengaluru,Kolkata

1) Experienced professionals in Acquiring and Trading for HNIs' & UHNI's 2) Capable of acquiring Big Ticket margin (min. 1 Lac margin) 3) Capable of servicing & leveraging relationship with HNI clients 4) In-depth Knowledge about trading in Derivatives 5) Have a strong & disciplined approach to Sales 6) To work in a compliant and diligent manner. 1) 2 To 3 Years in Stock Broking Industry. 2) The candidate should have client base and willing to do trading along with Demat account opening too. Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products Location - Mumbai,Ahmedabad,Nagpur,Pune,Hyderab...

ExecutiveSr. ExecutiveAssociateSenior Associate - Independent Financial Distributors (IFD/ IFAs) Channel 1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Ac...

1) Coordinating with clients for their daily trades in Commodity. 2) Help customers to Execute trade online and place orders on behalf of customers. 3) Achieve healthy revenues without compromising on clients profitability. 4) Making confirmation of orders and trades done during the day to clients. 5) Advising clients with requisite information regarding the market condition. 6) Activating inactive clients through regular follow up. 7) Regularly following-up with clients and handling their queries. 8) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 9) Achieving the Business target assigned in Terms of, generating revenue, a...

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities 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 INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, Uttam. Call & WhatsApp :- 9949101406 Share Updated resume, utta...

KYC Operations Location: Malad Perform end-to-end KYC due diligence for new and existing clients (retail or corporate). Review and verify client documentation (ID, address proof, legal entity documents, etc.). Conduct screening for sanctions, PEPs (Politically Exposed Persons), and adverse media. Monitor KYC review dates and ensure timely periodic reviews and refreshes. Maintain accurate and up-to-date client data in KYC systems. Collaborate with internal departments (Compliance, Legal, Risk, Sales) for issue resolution. Escalate unusual or suspicious activities to the Compliance team. Ensure adherence to local and global KYC/AML regulations and internal policies. Participate in audits, regu...