6709 Broking Jobs - Page 44

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: 9773553319 Simran 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

Recruit, train and manage insurance agents/advisors. Drive health insurance sales through agency channel. Achieve monthly sales targets and business plans. Support agents with field visits, product training and lead conversion. Required Candidate profile Must have prior experience in Health Insurance sales through channels. Strong communication, negotiation, and relationship-building skills. Shashi| HR|Team contact: 8460886875 Perks and benefits Fixed Sallary+Incentives and Bonus

Openings for PRM/KRM For Direct sales channel -S2S/Loyalty channel/Direct sales -Need to work on assigned Leads -Promote Leading Life Insurances Apply/share/Refer your CV at 8767546566 Required Candidate profile -Any candidate with minimum 1 year of Life insurance sales into Direct sales channel/Insurance Brokers/ Loyalty Channel/Direct channel can Apply Perks and benefits Incentives + allowances +Fast-track promotion

Candidate needs to have direct sales experience Candidate needs to be comfortable with client meetings for documentation Candidate needs to have two-wheeler Interested candidates can call/whatsapp CV to HR Jyoti- 9266056478

Hi, Hiring RM- Mutual Funds Sales (B2B) - Banca channel ON Role Minimum 1 Year Mutual Funds Sales Experience required. More Information Contac HR. Srinivas - 7386568139 Call / WhatsApp. your resume Key Responsibilities Sales Management Achieve sales targets through assigned banks branches. Product Advisory Suggest suitable mutual fund products to bank teams based on investor needs. Understand distributor portfolio trends and use a focused approach while selling. Regular Engagement Stay in touch through calls, meetings, mailers, and group sessions. Share marketing materials like factsheets, brochures, and product updates regularly. Service Support Provide quick and efficient service to partne...

ROLES & RESPONSIBILITIES: - Advising Affluent Partners on their clients Investments and asking for more business by cross selling in various products as mentioned above. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit in partners clients. To conduct and assist in organizing seminars, Investment Product events and other business development activities for partners and their clients. To do every day calling to partners and to develop and maintain relationship with them. To generate leads on daily business from partners in regards to Insurance and Investment Product Business. To schedule your interview sen...

ROLES & RESPONSIBILITIES: - 1. Franchisee Engagement & Client Acquisition Drive new client acquisition for acquired franchisees by executing hyperlocal engagement activities . Organize and manage events in premium residential societies and local communities to target HNI clients. Support franchisees in client onboarding, profiling, and business activation. 2. Revenue Generation & Business Support Drive growth for overall revenue generation for the franchisee partner. Assist in AUM accumulation through structured Broking products (StratX), drive MTF book growth , and boost product penetration. Track and evaluate the performance of High-Value Transactions (HVT) and High Net-Worth Individuals (...

Drive business growth through recruitment & development of business partners Build strong relationships with customers & ensure policy renewals Support partners with training, motivation Track performance and provide reporting to management Required Candidate profile Minimum 1–3 years of sales experience (field sales preferred) Strong communication and team handling skills Local candidates preferred For more information, contact Princy from HR at +91 9904750213

Role & responsibilities New Client Acquisition. Cross selling of third party investment products (Insurance, MF, PMS, SIPs, TGS, AIF, Bonds, Unlisted shares, IAP & Others services Offered by MOFSL). Revenue Generation-revenue to be generated from the all the products from sourced accounts. Client meeting. Preferred candidate profile Educational Qualifications: Graduate with minimum 55% Experience: 1+ Years of sales experience in NBFC & BFSI Domain Knowledge: Equity Age: Max 32

Achieve individual & team sales targets Identify & develop new customer leads Maintain & grow relationships with existing clients Support & guide junior sales staff Prepare sales reports & share market feedback Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Visit local market & communities to generate interest Explain plans in simple language to prospects Convert leads through clear benefit explanation Maintain follow-up sheet & daily calling list Achieve weekly & monthly sales targets Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Identify new market pockets for expansion Create awareness & product visibility in market Coordinate with retailers & distributors (if applicable) Support field activities like stall setups or roadshows Track field results & share weekly insights Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Generate & qualify sales leads Contact potential customers through calls, emails, or visits. Explain products & services to clients Schedule meetings & follow up on sales inquiries Maintain customer records & prepare sales reports Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Location: Hyderabad Company: Early Bootstrap Startup Industry: Stock Broking / Financial Services Type: Full-time About the Client Our client is a new-age stock broking startup building a technology-driven investment and trading platform. The firm is in the process of obtaining SEBI registration and related regulatory approvals and is looking for a seasoned professional to lead and oversee all compliance functions. Key Responsibilities Lead and manage all regulatory and compliance activities for the stock broking business in accordance with SEBI, NSE, BSE, and other statutory bodies. Ensure the companys adherence to all applicable laws, circulars, notifications, and guidelines issued by SEBI...

Grow and maintain relationship with new & existing clients Monitor market trends & competitor activities to identify growth opportunities Manage, train and support sales team to achieve sales targets Manage Cross selling of other Banking products Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing...

1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice 4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above 5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book 6) Maintaining client relationships and generate AUM from HNI UHNI clients 7) Advising HNI/ UHNI clients on their investments and managing their overal...

1) The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Responsibility will also include Hiring and training of the team on Product and Selling Skills. 3) Need to improve and maintain the client activity ratio by activating clients across the segments. 4) Ability to co-ordinate with different teams. 5) Need to have a channel management skill. 6) Should be Team Leader, who is able to hire and train new Relationship Managers 7) Strong analytical skills to in...

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, 1) 5 - Years in a Commodity...

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) & Remisers. 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...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Keywords relationship management,hni,private banking,broking,equity b...

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 10) Acquire quality PCG clientsn with minimum investment potention Rs.25 Lac through networking, database, market intelligen...

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...

SVP VP AVP Relationship Manager-Private Banker/Wealth Management 1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Cand...

1) The candidate will be responsible for Demat & 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 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)...