1464 Broking Jobs - Page 4

1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Equity Broking Products, Investment products like Mutual Funds, PMS, AIF and Insurance. 3) Develop, forecasts, financial objectives, and business plans 4) Meet business - targets, goals and metrics5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, coaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company. Location - Mumbai, Ahmedabad, Surat, Vadodra, , Chennai, Hyderabad, Bangalore, Kolkata, Kochi, Trivendrum, Delhi, Vishakhapatnam, Pune

1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice. 3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 4) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 5) Maintaining client relationships and generate AUM from HNI UHNI clients. 6) Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients. 7) To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 8) To coordinate with product and research team for taking investment decision for the clients. 9) To conduct and assist in organizing seminars, workshops and other business development activities. 10) Relationship Management , Knowledge of Stock Broking, Wealth Management, Equity , Mutual Funds, PMS, AIF, Demat & Trading account. Skills : - Relationship Manager - Stock & Equity Broking, Wealth Management, Mutual Funds, PMS, AIF, Demat & Trading account F & O, Future & Options. Location : - Vadodra, Delhi, Trivendrum, Kochi, Kolkata,Bengaluru,Chennai,Hyderabad,Coimbatore,Pune,Mumbai,Thane,Navi Mumbai

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, 10) 5 - Years in a Commodity broking firm | 11) Individuals who possess deep knowledge of the stock market and stay updated with market economics trends. 12) Should be comfortable working in Shifts. _ Location: Calicut, Trivendrum, GOA, Delhi,Chennai,Hyderabad,Kolkata,Kochi,Mumbai

1) The candidate will be responsible for Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with key retail clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 1 year to 2.5 years in Full Service Broking Firm Acquisition of Trading Accounts, Knowledge of Investment Products, Equity Sales Location : - Rajasthan , Delhi, Ahemdabad, Jaipur, Mumbai, Chennai, Kolkata, Bengaluru, Hyderabad, Pune, Lucknow

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 joint calls. 8) Organise seminar/webinar for the partners of his/her cluster. Location-Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Pune,Lucknow,Jaipur,Indore,Kochi,Delhi, Ahemdabad, Trivendrum

Job Purpose As a Business & Product Trainer, you will play a vital role in equipping our employees with the knowledge and skills necessary to effectively represent and promote our products, software and solutions. The primary focus of this role will be on providing product knowledge, sales techniques, and industry insights to enhance the capabilities of our sales and Advisors across verticals. Key Deliverables 1. Handholding the New employees, ensuring their productivity and focus on Attrition control 2. Conducting Training for internal Employees on products, process and skill development 3. Providing Training to the Employees especially Advisory & Sales 4. Sharing information about Equity, Derivatives, TPP, Commodities & currency 5. Engaging Trainees with eLearning and digital marketing It will require to travel to branches in Maharashtra region for training and when needed to other locations Desired Skill Set Subject Matter Expertise: Candidate should have a deep understanding and expertise in the broking industry, sales, marketing, leadership, communication, or any other business-related field. Strong Communication Skills: Clear and effective communication is paramount. They should be able to convey complex concepts in a simple and understandable manner, both verbally and in writing. Presentation Skills: The ability to deliver engaging and impactful presentations is crucial for a business trainer. They should be adept at using visual aids, multimedia, and interactive techniques to keep trainees interested and focused.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 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.

Serves as lead engineer on mid- to large size projects. Provides specialized technical input to studies and design for staff's specific area of expertise. Approves and signs off on work. Provides technical expertise for studies and design efforts. Presents complex technical solutions to clients. Performs quality control reviews of work developed by others. Participates in development of technical proposals. Provides estimates for the engineering budget and schedule to meet requirements on large projects.

Relationship Manager/ Business Development Manager :- Business Development 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.

This Opportunity is with a leading Stock Broking Company in Chennai location Role: Wealth Manager - HNI Experience: 2 -7 Years Job Description: Role & Responsibilities: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management) from preferred clients. To advise HNI/Ultra HNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients To coordinate with product and research team for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops, and other business development activities. To achieve budgeted targets in terms of amount of clients/volume of business & assets. To research, investigate and update themselves on available investment. To contact clients periodically and determine if they are satisfied with the service and returns generated. To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment. Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency. Qualification: MBA in Finance / Marketing Experience: 2+ year experience in Financial Services Asset Management/ Broking Company sector. Required Key Skills: Should be an individual performer Handling a reasonable book size Pleasant personality and good communication skills. Interested Candidates can share their CV's at priyal@topgearconsultants.com

JD- Equity Dealer - Responsible to generate brokerage primarily through advising clients on their equity portfolio - Focus on generating new business. - Crosselling will be there TPP (Insurance,MF,SIP)

JD for Sales RM/Dealer Candidate will be responsible for direct sales of demat accounts and brokerage Responsible for generating revenue and cross sale product like MF and PMS Candidate will be responsible for new client’s lead generation

Roles and Responsibilities • New client acquisition for trading and Demat account • Cross selling of investment products like Equity and Mutual funds • Maintaining client relationship. • Remain update about the latest investment products and market trends. • To guide the client about suitable investment/trading products as per clients profile • To ensure the achievement of acquisition targets of HNI clients, retail clients. • Developing and implementing marketing strategies to grow the customer base.

Products Offered: - 1)Trade Credit Insurance 2)Political Risk Insurance 3)Structured Trade Solutions 4)Domestic & Export Financing With & Without Recourse 5)Surety Bonds Requirements and skills: - Develop and implement effective sales strategies for trade credit insurance products, targeting mid to large-sized corporations. Drive new business acquisition, focusing on building a robust pipeline of clients. Identify new market opportunities and client segments to increase market share. Deliver tailored risk management solutions that meet clients trade credit insurance needs. Lead, mentor, and motivate a team of sales professionals to achieve individual and team sales targets. Monitor sales performance metrics, analyze trends, and report to senior management on progress and opportunities for improvement. Focus on sales, cross-sell & up-sell opportunity to new and existing customers. Achieve and exceed sales targets, including revenue growth and profitability goals.

Looking for Sr. Manager – Property & Land in West Bengal (transferable). Must have 10–12 yrs exp in property acquisition, legal, contracts, broking, & team mgmt. CTC 19–20 LPA. Strong real estate & compliance background required.

About The Role Taking ownership and being accountable of mortgage applications, from initial submission through to offer, delivering a seamless service to brokers and partners Reviewing and screening residential owner occupied and buy to let (in both individual names and trading companies names) mortgage applications to understand the customer and application type, ensuring the correct packaging requirements are set Applying a future thinking, holistic approach by anticipating the need of the underwriter, this will be done through: Being responsible for the quality of data, identify and correct inaccuracies, including customer personal data, property portfolio and income and commitments, including the validation of documentation Mandatory Skills: Mortgage( DM). Experience3-5 Years. Reinvent your world. We are building a modern Wipro. We are an end-to-end digital transformation partner with the boldest ambitions. To realize them, we need people inspired by reinvention. Of yourself, your career, and your skills. We want to see the constant evolution of our business and our industry. It has always been in our DNA - as the world around us changes, so do we. Join a business powered by purpose and a place that empowers you to design your own reinvention. Come to Wipro. Realize your ambitions. Applications from people with disabilities are explicitly welcome.

Candidate needs to have good communication skills Candidate needs to have Life Insurance experience MANDATORILY Candidate needs to have sales and BFSI Experience Interested candidates can call HR Varun- 9310054306/ Whatsapp- Resume

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 9975341093 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 DNSB.

We are hiring for Equity Dealer. Equity Dealer/Advisor Key Job Responsibilities - 1. Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. 2. Review relationship incase of existing clients and increase revenue through them 3. Obtain minimum five client references from existing and new clients for business expansion 4. Client Servicing based on research and back office inputs 5. Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy ) 6. Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required 7. Resolve all customer queries Preferred candidate profile - Only from Broking Perks and benefits - Best Incentive in Industry Interested Candidates can share their resumes@ Divyakalyanwat@rathi.com/8306147406 and can also refer your friend/Colleagues as well

Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Preferred candidate profile - Only from Broking , Insurance & banking Position: Equity Dealer/Advisor Key Job Responsibilities - 1. Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. 2. Review relationship incase of existing clients and increase revenue through them 3. Obtain minimum five client references from existing and new clients for business expansion 4. Client Servicing based on research and back office inputs 5. Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy ) 6. Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required 7. Resolve all customer queries Preferred candidate profile - Only from Broking . Interested Candidates kindly share their resume@8806018679(Pratiktalawdekar@rathi.com) and can also refer your friends/Colleagues as well.

Hyderabad Telangana India About The Role As a CBRE Sales Representative, you will be responsible for developing business and negotiating the selling, leasing, and marketing of large commercial real estate properties for clients This job is part of the Brokerage job function They are responsible for the buying, selling, and leasing of Industrial, office, and commercial properties on behalf of clients for occupation Essential Duties And Responsibilities Implements real estate space plans with an understanding of the client's strategic real estate goals Concurrently acts as landlord/seller agent and tenant/buyer agent and effectively negotiates the business terms and conditions for a wide variety of 3 Develop & execute Business development plans for Mumbai region Assess client requirements, initiate & maintain client interactions, provide inputs on pricing, participate in proposal discussions Ensuring optimum client service delivery and engagement calls, meetings, site visits, presentations, follow-up , accurate & timely submission of company proposals to prospective clientele and overall governance during the execution phase Drafts and creates a variety of analyses and relevant documents, including but not limited to: project initiation, market comparable reports, Requests for Proposals (RFPs), proposal comparison packages, letters of intent, and broker's opinions of value , marketing materials such as information memorandums, market analysis etc- Leads negotiation for Lease , sale & purchase deals Understands how to review, analyze, a, NPV (net present value), and/or IRR (internal rate of return) financial analyses to enable clients to make more informed decisions Engage /c ollaborate effectively with CBRE Mumbai & National Industrial & logistics team, cross functional teams Closely tracks all Industrial & Logistics Services transaction activity (commissionable and non-commissionable) Monitors and maintains a real estate project tracking system to ensure timely transaction completion Adheres to all state real estate agency requirements Resolves landlord and tenant disputes Other duties may be assigned Requirements Should have an experience of minimum 7-10 years in real estate broking of Industrial & logistics space Excellent written and verbal communication skills Requires knowledge of financial terms and principles Ability to solve problems involving several options in situations Advanced computer software application (Microsoft Excel, Word, PowerPoint, Outlook, etc- Service line: Advisory Segment Show more Show less

Job Responsibilities Team Handling and AUM collection Increase revenue from new client through up sale / Cross Sell Acquisition of HNI, Retail clients and Corporate Clients Promote Focus Product of the month. Ensure individual and team performance as per norms. Recruit, induct, handhold, facilitate and motivate team members. Retention of performing team members. Ensure smooth day-to-day operations of the branch within the given guidelines, framework and budgets. Ensure compliance as per various regulator and organization guidelines. Cross Selling of Third Party Products- LI, MF, FD, Bonds etc Candidate should have overall experience of around 10-15 years in the desired role with team management experience of min 5years Qualification Required Graduate or Post Graduate Other Details/ Mandatory Certification Team managing/handling in the current experience is a must Reporting to Regional Director Team Handling/ Playing Captain Yes Recruiter Details dhikshitha karingula 9652306297

Min 6 months experience from preferred broking houses (Competitor Motilal Oswal Securities, Kotak Securities, HDFC Securities, Religare Securities, Anand Rathi, Edelweiss Broking, IIFL, Sharekhan, Angel Broking, Axis Securities) Candidate should have been in the market for min 6 months. Dealing experience is must - achieving min 4X of revenue targets in the existing Organization. Currently managing or interested in Client Acquisition (sales)

We are Hiring for Relationship Manager Sales.!!!! Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Preferred candidate profile - Only from Broking , Insurance & banking Perks and benefits - Best Incentive in Industry Interested Candidates kindly share their resume@8306147406 (Divyakalyanwat@rathi.com) and can also refer your friends/Colleagues as well.

Role & responsibilities It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products If anyone is interested please share your updated profile to trivenis@rathi.com