2010 Broking Jobs - Page 49

Candidate needs to have sales experience Candidate needs to be comfortable with field sales Candidate needs to have Life Insurance Experience Interested candidates can call HR Jyoti- 9266056478/ Whatsapp- Resume

Industry :- Insurance Product :- Motor Insurance 1: Job Purpose Statement • To penetrate and increase the branch sales volume for Motor Insurance. 2: Duties & Responsibilities (List in the order of importance the duties & responsibilities of this job) Primary Responsibilities: • Business / Revenue generation: Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets. • Facilitation for Branch compliance, Marketing, and service level: Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones. 3: Organizational Relationship For more details or to apply for this opportunity email your updated Resume or CV on hr774.o3hire@gmail.com

Industry :- Insurance Product :- Life Insurance 1: Job Purpose Statement • To penetrate and increase the branch sales volume for Life Insurance. 2: Duties & Responsibilities (List in the order of importance the duties & responsibilities of this job) Primary Responsibilities: • Business / Revenue generation: Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets. • Facilitation for Branch compliance, Marketing, and service level: Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones. 3: Organizational Relationship For more details or to apply for this opportunity email your updated Resume or CV on hr774.o3hire@gmail.com

Manage customers and ensure satisfaction Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1 year of sales experience Good communication skills Understanding of client requirement Share CV on below details Mail - kriti@theinfinityspace.com Perks and benefits Full Time On Roll Medical benefits Career Growth

Foster strong customer connections Cultivate and sustain client relationships Propel expansion via effective leadership Inspire and guide sales personnel Manage daily sales activities Assist and empower team members Coach and advance employee skills Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Leadership/Convincing skills Understanding of client requirement Share CV at Janvi@theinfinityspace.com / 8799459860 Sr HR Janvi Perks and benefits On Roll with Kotak Group Mediclaim Career Growth

ROLE:- Quality advisor recruitment To meet potential people in the natural market To grow advisor base To ensure sell of insurance products To ensure quality advisors are recruited Fwd Cv:- recruitments.insurance@gmail.com or call:- 9953580072

ROLE:- Quality advisor recruitment To meet potential people in the natural market To grow advisor base To ensure sell of insurance products To ensure quality advisors are recruited Fwd Cv:- recruitments.insurance@gmail.com or call:- 9953580072

Role & responsibilities Direct Sales Responsibilities Acquire customers in accordance with the business plan Conduct meetings to acquire and onboard new clients. Generate revenue based on assigned targets Gain and update knowledge on KYC, new products, andprocesses Conduct meetings to acquire and onboard new clients. Identify and approach potential clients in the open market to discuss Demat accounts and equity products. Activate clients Seek references from customers and prospects Provide regular updates to the assigned location on activities and outcomes. Preferred candidate profile 1+ Years in sales/wealth management of handling clients. Preferred industry back ground: Stock Broking, Wealth Management. Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products. Goal-oriented with a focus on delivering exceptional client service. Interested Candidates can share your resume on vidhi@lkpsec.com 7039445995

ROLE:- Quality advisor recruitment To meet potential people in the natural market To grow advisor base To ensure sell of insurance products To ensure quality advisors are recruited Fwd Cv:- recruitments.insurance@gmail.com or call:- 9953580072

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.

Greetings from SBI Securities Ltd !! We are looking for Relationship Officer - Demat & Trading A/c for our Retail Sales vertical. Role & responsibilities To source the business via allotted bank branches. Key focus areas acquiring broking clients (primarily on line). Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross sell other products as directed time to time. Providing clients with Demo & handhold to initiate trading activities after account opening. Should have hands-on experience and knowledge of General Insurance and Demat Sales will be preferable. This position will be on payroll of SBICAP Securities Ltd on fixed term contract which will be renewable annually as per performance and company norms. Preferred candidate profile Experience:- Fresher also can apply who is passed out in the year/2023/2024 /2025 Qualification:- Graduation/Post Graduation Age Criteria:- Below 28 Years Perks and benefits Fresher- 2.50 LPA ( CTC ) Experienced (only form NBFC/BFSI/Banking)- Up to 3 LPA based on current salary and experience. * Incentives are paid subject to performance as per applicable slabs. if you would like to explore the opportunity kindly walk-in at the below address and whats app your resume to 9666028640 SBICAP Securities Ltd 603, 5th Floor, 47/11/16, Grand Palace, Beside Hotel Sarovar, 1st Lane Dwaraka Nagar, Visakhapatnam- 530016

Position: AADM/RM Department-Agency & Direct Sales Reporting-BM Location-Delhi/Ncr Agency-Recruit advisors & sell life insurance(Field Sales Work ) Direct Sales-100% Leads based work(Field Sales Work ) CTC: 3 Lac 4.50 Lakhs

Position: Relationship Manager Function: Direct Sales-100% Leads Reporting: BM Location: Delhi Nehru Place & Gurgaon Role: Sales Health insurance to Existing customer & Close leads CTC : 3 to 4.50 Lakhs

The Equity Advisor Is Primarily Responsible For. Acquiring Large Trader Clients with high margin. Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities. Ensuring efficient and prompt management of orders based on customer request. Generating leads Selling/ advising third party products like Health Insurance, SIPs, Life Insurance, Mutual funds. Day to day coordination with RMS, Activation Team, Surveillance and various other departments for smooth functioning of branch.. Day to day approvals w.r.t to limits, commercials. Shifting offline customers to online.. The critical skill sets required to meet these challenges are strong understanding of equity markets, basic understanding of options and derivatives, meticulousness, pro-activeness, ability to work under pressure and superior communication skills. Comfort with OMNESYS, ODIN, NEAT, BOLT is highly preferable. The education & experience required to fulfil this profile are a Graduate with minimum 2yrs of dealing/execution and acquisition of large Trader clients experience in the broking industry. NISM VIII Series certification in Capital Markets / Derivatives is mandatory as per Exchange regulations.. KRA's. 1-Acquire new customers and generate broking revenues as per targets. 2-Strictly follow the Deal Desk Process -To operate the Trading software for BSE, NSE, MCX, NCDEX, (Equity-F&O Segment,Commodity and Currency), handle trading accounts of clients and execute orders as per client request.. To ensure documentation formalities like KYC, profiling of new clients with all the necessary details. To ensure efficient and prompt management of orders, execution of transactions and reporting of trades in Equities, Equities IPOs and Equities related products.. To participate in daily research calls and keep all customers updated with In-house research recommendations only.. To caution the clients against positional losses as per research and risk recommendations and minimize losses to customers.. To maintain a symbiotic relationship with all the internal stakeholders such as RMS, Surveillance, funds and Ops teams for resolution of all trade and funds related issues.. To ensure settlement of daily obligations and advise the clients on their margins limits, on mark to market losses, brokerages, margins available etc.. To strictly adhere to all risk & surveillance and Deal desk processes.. To encourage & facilitate clients to migrate from offline to online trading by providing training and comfort.. To encourage clients to download mobile app/browser, transact, access reports and information pertaining to their account on the internet.. 3-Activate new clients for broking relationships and ensure seamless servicing. 4-Cross Sell of company's Products. Requirements. Candidate should be local and minimum 2 years of experience from any Broking industry.. NISM -8 mandatory. Graduation. Client Acquisition. Age-Max 40. CIBIL-650. Location-Kanpur, Lucknow, Chandigarh, Ludhiana, Delhi, Gurgaon, Jaipur.. Benefits. As per Industry. Show more Show less

Cold calling and getting appointments. Generating and maintaining database. Understanding customer requirements. Explaining the products as per requirement. New customer acquisition & customer retention. Collaborate with Sales team for new business. Required Candidate profile Any Graduate with Min 1 to 2 year of sales exp. Good communication skills Leadership/Convincing skills Open market/Strong Network Share CV at Jyoti@theinfinityspace.com / 93283 80990 Sr HR Jyoti Perks and benefits On Roll Job Mediclaim Career Growth

Cold calling and getting appointments. Generating and maintaining database. Understanding customer requirements. Explaining the products as per requirement. New customer acquisition & customer retention. Collaborate with Sales team for new business. Required Candidate profile Any Graduate with Min 1 to 2 year of sales exp. Good communication skills Leadership/Convincing skills Open market/Strong Network Share CV at Jyoti@theinfinityspace.com / 93283 80990 Sr HR Jyoti Perks and benefits On Roll Job Mediclaim Career Growth

Maintaining Family Office like upkeep of books and records of Mutual Funds SIP Investments Shares Experience : Minimum 5 yrs. worked with same responsibilities

Assistant Manager - Cash PB Settlements- US Shift Position Purpose Primary responsibilities of the team includes: Settlement of Security transactions and associated products in a timely and cost effective manner Timely resolution of nostro and depot breaks Mitigation of operational and reputational risk by escalating in a timely and efficient manner Liaising with clients, brokers / counterparties and other internal support functions for smooth settlement of trades Responsibilities Key Responsibilities: Responsible for the settlement of Security transactions associated products booked in Calypso, on a timely and cost effective basis by: Ensuring all trades are instructed, matched settled on a timely basis Monitoring of failing trades Reducing fails and/or potential fails by means of pairing off or partialing down deliveries Minimizing fails by means of partial deliveries where possible Pre-matching trades in a daily basis Cash Management related with funding trades Responsible for solving Nostro and Depot reconciliation breaks on a timely basis: By investigating and, where possible, clearing all nostro breaks in reported by Securities Control teams By passing entries to the Calypso systems to clean up outstanding items on a timely basis By investigating and, where possible, rectifying all depot breaks on a timely basis reported by Securities Control teams By investigating and solving accounting breaks raised by Securities Control Accounting teams Escalating items that represent operational risk to the direct Manager Contribute to the minimisation of settlement costs operational risk: By becoming more risk aware and by following the procedures or Compliance rules that are in place to mitigate operational or reputational risk Monitors and take appropriate actions in case of market risks (buyins) By seeking to improve STP rates at our custodians so reducing cost, by updating static data as and when necessary By reducing the number of manual instructions sent to agents therefore reducing cost, manual intervention and settlement risk according to Compliance rules If necessary, using the escalation process when operational risk is detected Contribute to the overall successful running of the settlement department: By maintaining close relationships with traders and sales and escalating problems to them promptly where required By maintaining good working relationships with domestic agents and custodians By communicating with, and assisting, other operational departments where needed Ensuring direct Managers are kept informed of any potential problems issues where appropriate. Skills and competencies: Ability to analyse, organize and report efficiently Flexibility on working methods and changing international environment Rigorous and reactive in order to face pressure and reach excellence anytime Diligently follow the set procedures and Compliance policies Knowledge of financial markets and products, and easiness/expertise in dealing with Excel. English speaker Experience Required Minimum of 7 years experience Skills Referential Behavioural Skills : Ability to collaborate / Teamwork Adaptability Attention to detail / rigor Communication skills - oral written Transversal Skills: Analytical Ability Ability to understand, explain and support change Ability to develop and adapt a process Ability to manage / facilitate a meeting, seminar, committee, training Ability to understand, explain and support change Education Level: Bachelor Degree or equivalent Experience Level At least 2 years

Trade Process Operations – Senior Associate / Junior Manager LocationMumbai DepartmentOperations – Trade Process (EQ/FO/CD segments) Role Overview The Trade Process candidate will be responsible for ensuring the accurate and timely processing of trade transactions, from execution to settlement. This role involves close collaboration with Clearing Corporation, Exchanges and internal teams to maintain operational efficiency and mitigate risks. Key Responsibilities Trade Process: o Downloading Exchange files and processing the same in Backoffice. o Matching of Exchange level obligations, Corporate actions o Verification of reports and emailing to clients i.e. Contract notes/Daily Margin Statements/Margin shortfalls etc. o Monitor trade process, ensuring all activities are completed within stipulated timelines. o Address and resolve trade related issues, fails, and other exceptions promptly. o Perform daily reconciliation of FO positions, Trades, levies, brokerages etc. o Generate and review reports related to trade activity and exceptions. o Identify and escalate potential risks or compliance issues. o Ensure adherence to regulatory requirements and internal controls. Process Improvement: o Suggest and implement process enhancements to improve efficiency and reduce operational risks. o Collaborate with technology teams to automate manual processes where feasible. Qualifications & Skills Education: o Bachelor's degree in Commerce Experience: o 3–5 years of experience in trade operations in a Stock Broking Firm Technical Skills: o Proficiency in Microsoft Excel is advantageous. Soft Skills: o Analytical and problem-solving abilities. o Good communication and interpersonal skills. o Ability to work under pressure and meet tight deadlines.

Dear Candidate, Company Description iEnergizer is a leading Business Process Outsourcing provider offering customer management solutions. We specialize in helping partners acquire, support, retain, and grow their markets through comprehensive life-cycle customer support services. Our client base includes Fortune 500 companies across various industry verticals, including Healthcare, Banking, Financial Services, Insurance, and more. iEnergizer is known for delivering high-quality service while reducing operating costs, fostering an innovative and customer-centric atmosphere. CONTACT: HR Sharandeep at 9266364422 Role Description This is a full-time, on-site role located in Delhi, India, for a FINRA 7 Certified professional with at least 2 years of experience. The role involves daily tasks such as advising clients on investment opportunities, monitoring financial markets, ensuring compliance with regulatory standards, and managing client portfolios. The ideal candidate will work closely with clients to understand their financial goals and provide tailored recommendations to achieve them. Qualifications FINRA Series 7 Certification and at least 2 years of relevant experience Proficiency in financial markets, investment advising, and client portfolio management Strong understanding of compliance and regulatory standards Excellent verbal and written communication skills Ability to work independently and in a team environment Bachelors degree in Finance, Economics, Business Administration, or a related field preferred Experience in the financial services industry is a plus. Additional Information Series 7 - Salary upto 14 LPA. Work from office role.

Department: Broking Channel Designation: Branch Manager Years of Exp: 5 to 7 yrs CTC- upto- 12 LPA + incentive + Other benefit Role: Responsible for revenue generation in terms of brokerage for the branch, to achieve the branch income and manage profitability of the branch. Responsible to manage a team of Relationship Managers and drive client acquisition target primarily through the sale of equity base investment products ,with prime focus on MNI and HNI segments to achieve targets. Responsible to manage team of Equity dealer/equity advisors & 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. 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. Responsible for all Branch operations, IT, compliance & Risk related issues in the Branch Provide regular updates to the immediate superior as and when required. Skills: A (Full time) Graduate / Post graduate with overall experience of 4- 6 yrs Should be an excellent individual performer with minimum 1 year of team handling skills Should be a result oriented, selfstarter, proactive, strong motivator & collaborative .Focused on team cohesion, dynamics & constantly improve quality of performance. Should possess strong networking & relationship building skills 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.

Hiring Sales Manager This role focuses on expanding the network, achieving sales targets, and strengthening business opportunities for our products. Jobs Responsibilities: Generate leads and meet potential customers in the field Sell insurance & financial products with company support Build strong relationships with clients for repeat business Achieve monthly sales targets and share daily field updates Work closely with team leaders for guidance and support Candidates Requirements: 2+ years of experience in sales, marketing, or business development Proven ability to achieve targets and manage strong relationships Excellent communication and negotiation skills Open to traveling as needed What We Offer: Attractive salary with performance-based incentives. Opportunities for growth, learning, and advancement Employee benefits, including health insurance. For more information! Call :: +91 9510776003 Mail Resume :: hetal@tekpillar.com

Roles and Responsibilities Develop and execute sales strategies to meet targets through direct channel sales or bancassurance sales, team handling. Build strong relationships with clients to identify their needs and provide tailored solutions for life insurance products. Collaborate with cross-functional teams to drive business growth and improve customer satisfaction. Analyze market trends and competitor activity to stay ahead in the industry. Ensure compliance with regulatory requirements and company policies.

Roles and Responsibilities Develop and execute sales strategies to achieve targets in the assigned territory. Build strong relationships with clients, agents, and partners to drive business growth. Identify new opportunities through prospecting, networking, and market research. Collaborate with cross-functional teams to resolve customer issues and improve overall service delivery. Analyze sales data to optimize performance and identify areas for improvement.

Des-Online Activation Desk Executive Payroll-Third Largest Broking Co Location-Airoli Salary-upto 21k Graduate Fresher with good com skills Fixed sun off Fixed Day shift call 8080702016 Sanika email-hyflyhr9@gmail.com www.hyfly.in Free Placement Required Candidate profile Need to call new to bank customer help them activate service welcome calling and giving all the information related to new demat account cross selling and do activation of Digital broking account