1464 Broking Jobs - Page 5

Urgent Opening for_ Agency Development Manager- (Agency Sales) Company: Max Life Insurance Profile: Agency Development Manager (Agency Channel) Location: Delhi, Noida, Gurgaon, Ghaziabad, Bikaner, Meerut Salary: As per comp. Product: Life Insurance Must be Life Insurance experience Totally Field Work Experience: Work experience of 2-6 years in Life Insurance - Corporate Sales Knowledge and expertise in Life Insurance and Broking. Competencies / Skills Required: * Bachelor's degree or higher in Business Administration, Sales, Marketing, or a related field * 3+ years of experience in agency development, team management, and sales with Life Insurance products * Excellent communication and interpersonal skills, with the ability to motivate and train agents effectively * Demonstrated expertise in developing and executing strategies to drive insurance sales growth * Thorough knowledge of the life insurance industry and current market trends * Ability to work independently and solve problems creatively * Strong organizational and time-management skills * Ability to achieve the target. * Lead generate. If you are interested send me your updated resume to sunita.kumari@upgrad.com and call Sunita @ 9211785076

Skill required: Talent Development - Learning Delivery Operations Designation: Learning Operations New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do This role plays a crucial role in the planning, coordination, and execution of training programs within an organization. Their responsibilities typically include a mix of administrative, analytical, and coordination tasks to ensure that learning and development activities run smoothly. Talent Development process Ensure successful delivery of learning solutions and review their effectiveness and applicability. What are we looking for Work Experience1+ year work experience in a learning domain, learning admin services. EducationBachelors degree B.A / B.Com / B.Sc / B.Tech Roles and Responsibilities: Coordinate with trainers, instructors, and external vendors to ensure availability and timely delivery of training sessions. Book and manage training venues, facilities, and necessary equipment. Manage and update the organization s LMS, including course setup, user enrollment, and tracking of training completion. Generate and analyze reports on training activities, completion rates, and participant feedback using the LMS. Troubleshoot and resolve any technical issues related to the LMS if needed. Respond to incoming mail in the Scheduling mailbox and respond within the timeframes stated in agreement and processes. Contact vendors, external instructors, facility owners etc. to arrange and confirm class schedules. Serve as a point of contact for training-related inquiries from employees, managers, and external partners. Communicate training schedules, changes, and updates to relevant stakeholders promptly. Escalate potential issues to Delivery Services Management, Capability Management and / or Scheduling Team Lead. Respond to incoming mail in the Scheduling mailbox and respond within the timeframes stated in agreement and processes. Assist in Process Improvement initiatives. Qualification Any Graduation

Skill required: Talent Development - Learning Delivery Operations Designation: Learning Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do This role plays a crucial role in the planning, coordination, and execution of training programs within an organization. Their responsibilities typically include a mix of administrative, analytical, and coordination tasks to ensure that learning and development activities run smoothly. Talent Development process Ensure successful delivery of learning solutions and review their effectiveness and applicability. What are we looking for MS Office skills:Ability to understand and make sense of large amounts of data in a complex environment, strong Excel & Word skills, working knowledge of other MS Office Suite (Outlook, PowerPoint & One Note) applications, ability to comprehend and quickly learn client data bases / menu based systems and ability to present data in a comprehensible format Client Interfacing skills (Email & Phone):Good Email etiquette, strong email drafting & keyboard skills and good phone etiquette / technique. English language proficiency:Strong written & verbal communication skills - grammar, right word choice, sentence structure, precise / relevant content, smooth thought flow and the ability to present more information in a short span of time / space sensibly. Good organizational, prioritisation and multi-tasking skills. Strong analytical and problem-solving skills. Multi-cultural awareness. Passion for customer service. Team player. 1+ year work experience in a learning domain, learning admin services. Roles and Responsibilities: Coordinate with trainers, instructors, and external vendors to ensure availability and timely delivery of training sessions. Book and manage training venues, facilities, and necessary equipment. Manage and update the organization s LMS, including course setup, user enrollment, and tracking of training completion. Generate and analyze reports on training activities, completion rates, and participant feedback using the LMS. Troubleshoot and resolve any technical issues related to the LMS if needed. Respond to incoming mail in the Scheduling mailbox and respond within the timeframes stated in agreement and processes. Contact vendors, external instructors, facility owners etc. to arrange and confirm class schedules. Serve as a point of contact for training-related inquiries from employees, managers, and external partners. Communicate training schedules, changes, and updates to relevant stakeholders promptly. Escalate potential issues to Delivery Services Management, Capability Management and / or Scheduling Team Lead. Respond to incoming mail in the Scheduling mailbox and respond within the timeframes stated in agreement and processes. Assist in Process Improvement initiatives. Qualification Any Graduation

Skill required: Talent Development - Learning Delivery Operations Designation: Learning Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Senior Scheduling Analyst holds a more advanced position within the learning and development team, often taking on greater responsibilities and leadership roles which includes overseeing the planning and coordination of large-scale training programs and events and collaborate with senior leadership to forecast training needs and allocate resources effectively. This role plays a crucial role in the planning, coordination, and execution of training programs within an organization. Their responsibilities typically include a mix of administrative, analytical and coordination tasks to ensure that learning and development activities run smoothly. Talent Development process Ensure successful delivery of learning solutions and review their effectiveness and applicability. What are we looking for LMS experience of 1.5 years. Strong knowledge of typical scheduling methodology Professional experience of minimum 3years and above in service environment MS Office skills:Ability to understand and make sense of large amounts of data in a complex environment, strong Excel & Word skills, working knowledge of other MS Office Suite (Outlook, PowerPoint & One Note) applications, ability to comprehend and quickly learn client data bases / menu based systems and ability to present data in a comprehensible format Client Interfacing skills (Email & Phone):Good Email etiquette, strong email drafting & keyboard skills and good phone etiquette / technique English language proficiency:Strong written & verbal communication skills - grammar, right word choice, sentence structure, precise / relevant content, smooth thought flow and the ability to present more information in a short span of time / space sensibly Good organizational, prioritisation and multi-tasking skills. Strong analytical and problem-solving skills. Multi-cultural awareness. Passion for customer service. Team player. Bachelors degree B.A / B.Com / B.Sc / B.Tech Roles and Responsibilities: Oversee the planning and coordination of large-scale training programs and events. Collaborate with senior leadership to forecast training needs and allocate resources effectively. Coordinate with trainers, instructors, and external vendors to ensure availability and timely delivery of training sessions. Book and manage training venues, facilities, and necessary equipment. Manage and update the organization s LMS, including course setup, user enrollment, and tracking of training completion. Generate and analyze reports on training activities, completion rates, and participant feedback using the LMS. Troubleshoot and resolve any technical issues related to the LMS if needed. Respond to incoming mail in the Scheduling mailbox and respond within the timeframes stated in agreement and processes. Contact vendors, external instructors, facility owners etc. to arrange and confirm class schedules. Serve as a point of contact for training-related inquiries from employees, managers, and external partners. Communicate training schedules, changes, and updates to relevant stakeholders promptly. Escalate potential issues to Delivery Services Management, Capability Management and / or Scheduling Team Lead. Respond to incoming mail in the Scheduling mailbox and respond within the timeframes stated in agreement and processes. Provide leadership and guidance to junior scheduling analysts and administrative staff. Assist in maintenance of resource databases and /or scheduling tools, advising when known discrepancies are found. Assist in Process Improvement initiatives. Communicate LMS issues or potential enhancements to Delivery Management and Scheduling Team Lead. Qualification Any Graduation

Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf. Building relationships with the client & educating them about Investments. Responsible for achieving brokerage. New Client Acquisition Executing Trades Orders. Advising client based on Research report Location Chennai, Cochin, Hyderabad, Bangalore

We are looking for a skilled professional with 3 to 8 years of experience to join our team as a Sr. Associate in Oracle NetSuite, located in Hyderabad and Bangalore. The ideal candidate will have a strong background in finance and excellent communication skills. Roles and Responsibility Conduct requirement gathering sessions with clients on all NetSuite modules. Support project teams in documenting requirements, flowcharts, and training documents. Configure environments for client demos and walkthroughs. Prepare data for migrations and testing. Coordinate with global teams on completing project tasks as per the project plans. Write, test, and execute Use Cases. Execute UAT/SIT (testing) test scenarios and coordinate with cross-functional teams to deliver project expectations on time. Deliver as an individual contributor working directly with the client, and able to work with teams of Consultants, Developers, Solution Architects, and PM. Absorb new product and technical capabilities from NetSuite during new product releases and be willing to learn new NS partner solutions. Oversee client delivery quality on assigned projects and manage tasks within communicated budget/ timelines. Job Requirements Minimum 3 years of functional, hands-on NetSuite experience. Consultant on multiple NetSuite implementations, leading projects, or portions of projects. Strong communication and interpersonal skills are required to manage task assignments and drive issue resolution. NetSuite certifications: SuiteFoundation, ERP Consultant, Admin, Financial User. Experience in at least 3 end-to-end full cycle implementation. Great communication skills and proactive communications, both written and spoken, with internal team members and clients. Finance background preferred, especially prior experience in leading discovery sessions mainly on the Finance side. Experience in ARM and Multi-Book is desirable. Administering comprehensive training and documentation to both end-users and admin users. Preferred certifications: NetSuite Foundation, NetSuite ERP Consultant, NetSuite ARM Certification, Multi-Book enablement, Certified Financial User.

Note :- RM to AVP Level Profile Candidates has to from Broking Industry For Wealth - candidate has to from equity market and deals into Mutual funds and other wealth product can be apply Fresheres Can be apply who qualifiy NISM Certification

Provide detailed information about stock market products and services to clients. Maintain up-to-date knowledge of stock market trends and investment product Collaborate with the market team NISM Derivative Series 8 Mandatory

• Lead will be provided • Need to seat in bank handle walking customer • Generate business through the Lead • Close the leads provided by Company Required Candidate profile Perks and Benefits • Unlimited Incentives for sales processes • 6 days working, 1 Roster off • Age: Between 21 to 40 years

Assistant/Deputy Manager for Leading Stock Broking Company It's for Demat Sales in Leading Broking Company Minimum 1 Year Experience in Demat Sales or In Cross Sale have handled Demat. Graduation is must.

Urgent Hiring Key Account Manager | Mumbai (Goregaon East) Looking for a dynamic Key Account Manager with 35 years experience to handle HNIs & Brokers. Pitch GPA & GMC Health Insurance Products Fluent English a must Location: Goregaon East, Mumbai HNI and Broker Leads Provided | Office-Based Role Apply Now – Immediate call! - Shweta Sonawane - 8850793832.

1) Business Acumen a. Expert - Servicing existing PMS clients. -Build a good rapport with them by providing market information & current portfolio status. -Cross selling of Insurance, PMS and other Private equity products. -Ability to learn and be updated in line with the capital markets and current affairs. -Achieving desired sales targets. -Having strong analytical & communication skills. 2) Desired Skill Sets a. Expert 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 wellbeing. A thorough understanding of financial markets, their behaviour, 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. 3) General Competencies Positive attitude, socially effective, high level of perseverance and patience. Assertive & hard working. Result oriented. Role Requirements Educational Qualifications: Any MBA/PGDM (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like NISM 8 Series will be an advantage. Experience: Minimum 1 year of experience into trading & terminal operation.

Job Title: Relationship Manager Retail Insurance (Health, Motor, Life) Role Summary: We are looking for a proactive and detail-oriented Relationship Manager to serve as a key link between sales teams, channel partners, and insurance providers. The role involves ensuring smooth processing and closure of Health, Motor, and Life insurance policies, as well as onboarding and activating new partners to drive consistent business performance. Key Responsibilities: Coordinate with internal sales teams and insurance partners for quote issuance, documentation, and policy conversion Follow up on leads to ensure timely closures and high conversion rates Onboard new partners and ensure they are active and productive Monitor, track, and report on the conversion and performance of retail insurance business Preferred Candidate Profile: Minimum of a graduate degree in any discipline Minimum 1 year of experience in insurance coordination, operations, or sales support Strong communication, interpersonal, and stakeholder management skills Excellent follow-up and organizational abilities Proficient in Microsoft Excel for data tracking and reporting

focuses on building and maintaining relationships with partner agencies, driving their growth and overall success. as well as collaborating with internal teams to develop and implement effective partner strategies.

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 Hemanth 9715166618 for more info Thanks, Hemanth 9715166618

JOB PROFILE Department Designation Retail Sales Quality Position in Company Reporting to: Zonal Head Reportees: Individual role Key Deliverables / Accountabilities Responsibilities Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze New Client Quality . Being a strong link between the Sales and the Dealing team to ensure client activation & mapping . Responsible to Track stop trades & formulate strategy for activation . Responsible to drive Quality Activation in the region Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Competencies Required Good communication and listening skills Confidence and Presentation skills Ability to explain information clearly and simply Convincing skills Essential Educational & Experience Qualification Qualification Needed: Graduation / MBA (Relevant Experience of Field, Suitable qualification will be preferred) Relevant Experience: 2 Yrs + Experience in selling Financial Products Please note: This is not a field sales job. INTERESTED CANDIDATES CAN GET IN TOUCH WITH Gulshan Sharma Gulshan.sharma@sbicapsec.com

- Manage end-to-end back-office operations - Technology driven operations management for broking and wealth management - Budgeting/planning and costing of operations, pricing decisions etc - Risk management and surveillance of operations including understanding of regulations is pre-requisite - Understanding of new-age banking functions relevant for broking and wealth management - Vendor negotiation for technology providers, service providers - Interact with banks, SEBI, exchanges, client, client side custodians - Team manager with technology and operations team ROLES Qualification: Graduate / MBA / CA Minimum 20 years of relevant experience in back-office operations for broking and wealth management. High level of familiarity with technology and ability to identify opportunities for process automation Experience in managing teams

Hiring in Branch Relationship manager • 100% Lead will be provided • Need to seat in bank handle walking customer • Generate business through the Lead • Close the leads provided by Company Required Candidate profile -Graduation or Above -Age 21 to 40 Years -Minimum 6 Months experience in any sales /Marketing -Fresher's Can't Apply Perks and benefits Incentive Insurance Cover Paid Leave Medical

Candidate should have good Communication Skills Any Graduate Candidate should be High Aspirational and Energetic Work From Home Work on your spare time Work for 2 to 3 Hours in a Day (3 to 4 Days in a week) advising customers on financial product Coordination with Customers Customer Support Explaining the Financial / Banking Products to Customers Candidates should be from Any Industry Earn Minimum of 30K Per Month. Free Training will be provided. No Registration Fees. No Investment. ---------------------------------------------------------- Location: Bangalore Contact Person: Yogeesh M S Contact Ph: 9741755008 ---------------------------------------------------------- Key Skills: Sales, Partner Management, Relationship Manager, Relationship Management Cross Selling , Relationship Officer , HNI Clients Handling , Wealth Management, Casa Sales , Business Development Manager, Sales Manager, Sales Management, Field Sales , Account Management , B2B Sales, B2C Sales, Area Sales Management, Marketing, Channel Sales Management, Selling skills, Market Knowledge, Analytical skills, Customer Focus, Negotiation skills, Quantitative Sales, Qualitative Sales, Revenue, Revenue Contribution , Revenue Generation, Client Relationship Management, Customer Support , Customer Service improvement, Distributors, Retailers, Social media, marketing, Software Sales , Cold Calling, Email Marketing, Corporate Selling, Educational Marketing, Distributor Handling, Banking , Digital Marketing, Mortgage Loans, Housing Loan, Recovery Executive, Current account, Saving Account, DEMAT Account, Gold Loan, Client acquisition, Sales force, Direct sales , Sales Advisor, Direct Marketing, Promotions , Hospital, Teaching, Training , Electrics , Personal Loans, Home Loan , Savings Account, Management Consulting, Financial service , Broking , Wholesale ,Media, Graduation , degree , business planning, wellness, Fitness, Sports, Beauty , Retail , Advertising , Event Management , Aviation , Aerospace , Facility Management ,Insurance

• Acquisition of New Franchise from direct market, Own source databse and the leads/database provided by the company • Selling of Advisory Products,Mutual Fund and other financial products of the company send CV at popularplacement@gmail.com Required Candidate profile - 3 Years Exp in Franchise/B2B role - Achieve target of new Franchise acquisition - Equity / MF Knowledge. - Good Communication and leadership skill. send CV at popularplacement@yahoo.com

Source leads from personal networks to sell products Contact leads, schedule sales visits & convert leads Provide ongoing coaching, feedback & support team to boost performance Meet/exceed business targets Build & maintain strong client relationships Required Candidate profile Bachelor degree is required Local candidate required 1+ year experience in sales/marketing in any field willing to do field visits need communication and interpersonal skills

Have to Sale insurance through your team Train & Motivate Advisors to Reach Goal Generate Business Through Advisors Develop New Sales Strategy Maintain Healthy Relationships with Customer Develops & maintains high morale among agency distributors Required Candidate profile Age: 22 to 40 Yrs Graduation in Any Stream Mini. 1 Years in sales & Marketing Attractive Personality & good communication skills One who ready for challenges Contact for more information: 8160174117

Hi.... We are hiring for the position of senior Manager in the Life Insurance sales. Job Details: Experience Required: Prior experience in Life Insurance is mandatory. Background in Agency or APC (Agency Partner Channel) is essential. Responsibilities: Oversee branch operations and ensure sales targets are achieved. Manage and motivate a team of Sales Managers, Advisors, and Agents. Focus on recruitment, training, and retention of channel partners. Ensure compliance with company policies and industry regulations. CTC:5 to 13 LPA. Incentives & best performers will be provided with additional incentives & benefits. How to Apply if interested Email Your Resume: loalithmps@gmail.com WhatsApp Your Updated CV : 8977027369 Thank you for your time, and we look forward to connecting! Thanks & Regards, Chandra Kala Reddy HR -Team 8977027369

Hi.... We are hiring for the position of senior Manager in the Life Insurance sales. Job Details: Experience Required: Prior experience in Life Insurance is mandatory. Background in Agency or APC (Agency Partner Channel) is essential. Responsibilities: Oversee branch operations and ensure sales targets are achieved. Manage and motivate a team of Sales Managers, Advisors, and Agents. Focus on recruitment, training, and retention of channel partners. Ensure compliance with company policies and industry regulations. CTC:5 to 13 LPA. Incentives & best performers will be provided with additional incentives & benefits. How to Apply Email Your Resume: loalithmps@gmail.com WhatsApp Your Updated CV : 8977027369 Thank you for your time, and we look forward to connecting! Thanks & Regards, Chandra Kala Reddy HR -Team

JD Candidate Experience in sales is preferred Maintain relationships with clients and partners Aim to retain clients and renew contracts Approach potential clients to establish relationships Convert leads into clients for investment products Health insurance Annual bonus