2013 Broking Jobs - Page 50

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

Essential Services: Role & Location fungibility At ICICI Bank, we believe in serving our customers beyond our role definition, product boundaries, and domain limitations through our philosophy of customer 360-degree. In essence, this captures our belief in serving the entire banking needs of our customers as One Bank, One Team. To achieve this, employees at ICICI Bank are expected to be role and location-fungible with the understanding that Banking is an essential service. The role descriptions give you an overview of the responsibilities, it is only directional and guiding in nature. About the Role ICICI Bank is pleased to on-board Chartered Accountants across various functional domains like Relationship Management, Credit Management, Risk & Compliance, Audit, and Product Management. The roles offered will involve building and nurturing relationships with corporate and institutional client segments comprising of Large & Global Client Groups, PSUs, and Capital Markets & Custody. ICICI Bank believes in serving the entire banking needs of the customer through a customer-360 degree approach, this necessitates all the employees to work beyond the role boundaries and product domains. Chartered Accountants play a pivotal role in Banking & Finance. They bring in the lens of financial acumen and analytical abilities. Across various roles, from dealing with customers to managing the risk framework, creating products, shaping technology solutions, planning, taxation, and in many other areas CAs have shaped Banking as a whole. Hence, they become a natural choice at ICICI Bank for various roles. Applicants are expected to apply for this opportunity with an understanding that every job role at ICICI Bank will entail Sales & Relationship management. The role and location offered will solely depend upon the requirement of the Bank. Key Responsibilities Customer 360 Build and deepen relationships with customers to increase their wallet share and revenues through customer-centric engagements. Ensure the customer's needs are captured holistically and solutions are offered using the 360-degree banking framework by recommending the right products within the guiding principle of Fair to Customer, Fair to Bank . Risk Calibrated Business Development Market scoping, segmenting and onboarding new clients as per the risk frameowrk of the bank to drive ecosystem revenue. The role holder for the purpose of business origination, will engage with many internal and external stakeholders like corporate clients, banks, brokers, regulators as per the needs of the role. Market scoping, segmenting and onboarding new clients as per the risk frame work of the bank to drive ecosystem revenue. The role holder for the purpose of business origination, will engage with many internal and external stakeholders like corporate clients, banks, brokers, regulators as per the needs of the role. Portfolio Management Manage a high-quality portfolio of corporate clients. Work towards generating new business leads as well as deepening relationships with existing customers. Customer Service Create service excellence by partnering with customers through their life cycle and offer suitable products and services based on their financial needs while being fair to and fair to the bank in all engagements. Create service excellence by partnering with customers through their life cycle and offer suitable products and services based on their financial needs while being fair to customer and fair to bank in all engagements. Behold our values Offer products that are fair to our customers and fair to the bank. Qualifications & Skills Educational Qualification Chartered Accountant with 0-6 years of experience Communication skills Ability to tailor conversations (both verbal & written) around the need of customer with utmost focus on service deliver Financial Understanding An understanding of the financial analysis, balance sheet, profit & loss accounts and cash flow statements. Knowledge of basic banking products Location : - Chennai,Hyderabad,Bengaluru,Mumbai

Candidate needs to have banking experience Candidate needs to have field sales experience Candidate needs to have Life Insurance experience Candidate needs to have two-wheeler Interested candidates can call HR Varun- 9310054306/ Whatsapp- Resume

Pnb met life insurance - banca channel Sitting in bank u have to sales life insurance products through walking customer Graduation required ctc -3.50lpa-5.50lpa Max age -36 orange.chd.nidhi@gmail.com 7018514644

Role & responsibilities Acquire new clients for equity, derivatives, commodities, and other financial products Develop and maintain strong relationships with existing clients to enhance trading activity and revenue generation Achieve assigned targets for revenue, client retention, and AUM (Assets Under Management). Drive cross-selling of the companys distribution products to create additional revenue streams. Assist in onboarding new clients, explaining trading processes, and ensuring proper documentation. Act as a single point of contact for clients, resolving queries related to trading platforms, portfolio management, and market trends. Coordinate with the dealing team to execute trades efficiently as per client requirements. Ensure adherence to compliance and regulatory guidelines while handling client accounts and transactions. Conduct investor awareness programs, webinars, and client engagement activities to enhance business. Provide timely reports and trade confirmations to clients while maintaining transparency. Maintain confidentiality and integrity in handling client data and financial transactions. Build long-term relationships based on trust, transparency and value addition. Work closely with research, operations, and compliance teams to deliver superior client experience. Maintain regular communication with clients to review portfolio performance and address concerns 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 nisha.rao@lkpsec.com 7039754718

Driving sales through partners. Appointing new partners - corporate agents, Brokers, Credit life partners, Banks and MFIs for retail and group credit business. Managing team of Relationship managers to drive sales. Ensuring better service level to enhance customer/ channel partner satisfaction. Finding out new opportunity of business development. Skills Good communication and team handling Skills Qualification Graduate

Contact Anitha @ 9869504403 / qrn.anitha@gmail.com Location: Bangalore, Chennai, Hubli,Mangalore Equity Dealer and Sales profile. Experience : 1 to 5 yrs in broking, also keen in 3rd party sales after market hours. ctc 20k to 35k Required Candidate profile To book orders on behalf of clients Good communication Knows local language

1.Job TitleCity Head / State Head (Pune ,Ahmedabad, Kolkata ) 2.Job SummaryWe are seeking a dynamic Sales Representative to drive Life Insurance Business by identifying and closing sales opportunities with Kotak Securities Private Client Group (PCG Vertical), Essentially HNI / UHNI / NRI Channel 3.Responsibilities The main duties shall involve relationship management and prospecting, lead generation, client meetings, and closing deals. Tracking basic sales management activities, Training, Persistency 4.Qualifications Graduate / Post Graduate, with minimum work Ex of 4 to 5 Years in life Insurance preferably in Banca / Wealth / Broking set up 5.Attributes Highlight personal qualities or attributes that are essential for success in the role, such as being results-driven, self-motivated, and possessing strong interpersonal skills. 6.Company Overview Kotak Life Insurance with a leading brokerage company 7.Contact Information Provide contact details for candidates to reach out with questions or to submit their applications.

About The Role This is an Internal document. Management Trainee About The Role Company Name Kotak Mahindra Bank Limited About the organization Established in 1985, Kotak Mahindra Group is one of India's leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group's flagship company, received banking license from the Reserve Bank of India (RBI), becoming the first non-banking finance company in India to convert into a bank - Kotak Mahindra Bank Ltd (KMBL). Kotak Mahindra Group (Group) offers a wide range of financial services that encompass every sphere of life. From commercial banking to stock broking, mutual funds, life and general insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The premise of Kotak Mahindra Group"™s business model is concentrated India, diversified financial services. The bold vision that underscores the Group"™s growth is an inclusive one, with a host of products and services designed to address the needs of the unbanked and insufficiently banked. For more information, please visit the Company"™s website at www.kotak.com Role Management Trainee Roles & Responsibilities You could be a part of any of the teams in Kotak Mahindra Bank such as Retail Assets, Retail Liabilities, Treasury, Private Banking, Commercial Bank, Business Banking, Wholesale Banking, Corporate functions etc. Some of the responsibilities will include - ‚ Contribute to projects and initiatives aimed at improving efficiency and performance. ‚ Collaborate with cross-functional teams on strategic business initiatives. ‚ Engage in continuous learning and professional development activities. ‚ Assist in day-to-day business operations. ‚ Support various departments in achieving their operational goals. ‚ Build and maintain strong relationships with internal and external stakeholders. ‚ Address queries and concerns promptly and effectively. ‚ Provide support to senior management in various tasks and projects. ‚ Participate in business development and customer outreach programs. Requirements ‚ Strong academic record with demonstrated leadership potential. ‚ Excellent communication and interpersonal skills. ‚ Analytical mindset with problem-solving abilities. ‚ Ability to work effectively in a team-oriented environment. ‚ Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint). Location Benefits Comprehensive training and development programs. Competitive salary and performance-based incentives. Opportunity for career advancement and growth within the organization. Health and wellness benefits. Employee engagement and recognition programs.

SUMMARY Greetings, Excellent Opportunity for Freshers for Retail Staff Apply Now Chandigarh Our Client is a UAE-based multinational conglomerate headquartered in Dubai. The group is involved in the retailing of apparel, footwear, consumer electronics, cosmetics & beauty products, home improvement, and baby products. The group also focuses on hospitality & leisure, healthcare, and mall management. Must Have - Minimum- 10th/12th/Graduate Freshers Can apply. Age will be between 18-30years. Job Details - -Folding and Stacking at basic Table. -Timely display of received stocks. -Responsible for Upkeep of section. -Ensure Carton free floor -Maintain Display standarards-Including signage -Merchandise Clearance from the trail room -Ensure the right product is displayed on the right browser. -Ensure customers are provided with a shopping bag. Requirements -Minimum- 10th/12th/Graduate -Age-18-30 years -6 months contract period -6 days working (weekoff between Monday to Thursday Any day) -Open for male Benefits Salary- 12000 NTH + Incentives

• Meet & exceed sales targets, expertise to identify & qualify leads • Create business from new & existing customer accounts • Manage complex negotiations with senior-level executives • Build rapport & establish long term relationships with customers Required Candidate profile • Sales experience with exposure to Stock Market • Working knowledge of CRM systems • Track record of over-achieving target • Strong written & verbal communication skill • NISM Certification preferred

Candidate needs to be comfortable with field sales Candidate needs to have BFSI Experience Candidate needs to have Life Insurance Experience Interested candidates can call HR Varun- 9310054306/ Whatsapp- Resume

Essential conditions Age: 22- 38 years Education: Graduation in any stream Minimum Sales Experience: 1 Year to 6 years BFSI sector candidates will be preferred more Interested candidates can call HR Varun- 9310054306/ Whatsapp- Resume

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

Essential conditions Age: 22- 38 years Education: Graduation in any stream Minimum Sales Experience: 1 Year to 6 years BFSI sector candidates will be preferred more Interested candidates can call HR Jyoti- 9266056478/ Whatsapp- Resume

- Strong knowledge of insurance products - Excellent interpersonal & communication skills - Sales and target-driven mindset - Ability to manage relationships & influence stakeholders - Basic understanding of banking operations & financial services Required Candidate profile Fresher can't apply Graduation is a must Age must be in between 21-35 Min 6 month experience in Sales and Marketing BFSI work experience preferred Life Insurance experience preferred Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose – the relentless pursuit of a world that works better for people – we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. Inviting applications for the role of Domain Trainee – Broker Technical Support Team In this role, you will be responsible for Provide expert advice on commercial insurance products, risk management strategies, and regulatory requirements. Your expertise will be required to ensure that team members receive the best possible advice and solutions tailored to their specific needs. You will be required to interact and work with the client partners for all process/business knowledge related documents are updated periodically and team is made aware of the same in a timely manner. Should be open to work in any shift as per the business requirement Responsibilities • Manage and resolve basic inquiries associated with all aspects of Client Services and service delivery (e.g. output delivery, basic broking inquiries, etc.). • Communicating directly with underwriters/brokers/account executives to follow up or obtain additional information. • Conduct training sessions for employees to enhance their understanding of commercial insurance principles and practices. • Act as a liaison between clients and team members to ensure smooth communication related to updates, and inquiry responses received from client SMEs. • Maintain accurate records of client interactions and knowledge material • Conduct monthly knowledge assessment tests and TNI (training need identification) • Ensure all controls are followed, existing exceptions are reviewed, and duplicate policies are reported before processing any transaction. • Ability to handle varied volumes of workloads and to reach targets and deadlines on a timely basis. • Lead by example by demonstrating and sharing knowledge with all lines of business the importance of best practices and acting as the subject matter expert to all operational and procedural activities for the Broking operations team Qualifications we seek in you! Minimum qualifications • Graduate in any stream • Relevant and meaningful years of experience of working in US P&C insurance lifecycle – pre-placement, placement, and post-placement activities (such as endorsements processing, policy administration, policy checking, policy issuance, quoting, renewal prep, submissions, surplus lines, licensing, agency admin, inspections and so on. • Demonstrate and cultivate customer focus, collaboration, accountability, initiative, and innovation. • Proficient in English language- both written (Email writing) and verbal • A strong attention to detail; analytical skills and the ability to multi-task are important Preferred Qualification and Experience • An Insurance Certification would be an edge • Awareness about Property & Casualty insurance regulation and anomalies will be preferred • Relevant years of insurance experience and domain knowledge, especially P&C insurance • Candidate having Broker (US P&C insurance) experience would be an asset • Proficient with Microsoft Office (Word, PowerPoint, Excel, OneNote) • A strong attention to detail; analytical skills and the ability to multi-task are important • Should be a team player with previous work experience in an office environment required • Client focused with proven relationship building skills • Ability to work collaboratively as a key member of a team and independently with minimum supervision • Highly organized with a proven ability to prioritize competing requirements and deadlines under pressure Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation. For more information, visit www.genpact.com . Follow us on Twitter, Facebook, LinkedIn, and YouTube. Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.

Responsible to 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. To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance & Risk. Provide regular updates to the immediate superior as and when required. Role & responsibilities Preferred candidate profile Graduate / Post graduate with overall experience of 3-4 yrs, with minimum 1 -2 yrsexp in Equities on the client advisory side Should have sound understanding of capital markets, Should be a result-oriented, selfstarter, proactive Should possess strong networking & relationship building skills, and good communication skills. Should be certified in NSE Cash, NSE Derivatives, BSE Cash & NISM Currency Derivatives.

Position Assistant/Associate-Agency Manager Location PAN India Department Retail Business Group Cost Centre Agency Health Reporting Branch Manager Level FLS Our Vision To be the most admired insurance company that enables the continued progress of customers by being responsive to their needs Our Values Sensitivity Excellence Ethics Dynamism About HDFC Ergo General Insurance Co., Ltd., HDFC ERGO General Insurance Company Ltd. is a joint venture between HDFC Ltd., Indias premier Housing Finance Institution and ERGO International AG, the primary insurance entity of Munich Re Group. The Company offers complete range of general insurance products ranging from Motor, Health, Travel, Home and Personal Accident in the retail space and customized products like Property, Marine and Liability Insurance in the corporate space We are seeking highly motivated and talented individuals to be associated with us in our Journey and support in achieving our goals and objectives. Key Roles &Responsibilities To develop Advisors network) in his/her area of operation. To train/mentor Advisors about product and process. To handle and resolve channel partner queries in time Meet Customers with Channel partners for fresh sales and servicing issues. Key Requirements – Education & Certificates Graduate/Post Graduate Key Requirements - Experience &Skills - 6 months - 8 years of Sales experience in Insurance/Bank/NBFC/retail sales/Pharma or any other field sales Local market geography knowledge is mandatory Age- up to 35 yeras Milki Bisht 91 9151206474 Email id – milki.bisht@nlbtech.in

Identify and acquire new clients through cold calls, references, and leads. Open Demat and trading accounts for clients and ensure prompt activation. Generate brokerage revenue by activating clients and encouraging regular trading.

Job Title: Operations Senior Lead, AVP Role Description This specialized position involves supervision of daily deal processing, confirmation, exchange settlements, and regulatory reporting for the operations team of Deutsche Equities India Private Limited. Your key responsibilities Providing supervisory oversight to the Listed derivative operation team Ensuring compliance with all regulation applicable aspects as a clearing member (TM-CM) Ensure transparency across all program activities, risks, issues tracking, and status reporting Manage and effectively resolve all incoming queries from clients within a pre-agreed time frame. Familiarity with existing/upcoming Exchange/SEBI regulated changes and impact to operational flows Understand of the FNO and Currency clearing and settlement mechanism Understand clients requirements with respect to reports Knowledge of exchange settlement process Proactively suggest to system vendors for any new requirement & enhancement needed Responsible for new clearing account setup Generate various MIS to management Ensure operational risk minimized, including but not limited to internal guideline & local regulations Prepare & update the procedure manual on a regular basis Participate in internal and external audits Your skills and experience 7-8 years of relevant experience in operations for Indian capital markets, derivatives, or settlements experience in broking would be preferred. Excellent analytical abilities, attention to detail, dedication to service, and strong interpersonal and organizational skills. Effective at communicating both orally and in writing relevant experience managing teams.

Job Title: Operations Expert, AVP Role Description Business Funded resources for S2 Testing- Responsible for delivery of the value and strategic outcomes of S2 that ensuring successful transition into the organisations goals, processes and technologies. Critical for developing project/ product & change artefacts during the change lifecycle, e.g., scope, business case, communication, change management and / or training plans, materials and overseeing / monitoring the execution to ensure adoption and minimal disruption of normal business operations. Need to provide training/mentoring where applicable on various methodologies; including change management, agile, process re-engineering, robotics, project methodologies, and continuous deployment. Extremely critical to catch up on KD delay Your key responsibilities The Clearing and Settlement Analyst is accountable for managing the end-to-end clearing and settlement process, ensuring smooth and timely market settlement of securities and cash transfers between the bank and its counterparty. This includes clearing and settlement through primary and secondary markets, or direct payment to clients and banks. The Clearing and Settlement Analyst supports interfaces with different internal and external stakeholders (front office, clients, brokers, nostro agents, exchanges and clearing houses) involved in the clearing and settlement process chain, according to the market standards. The role is responsible for trade date to settlement date processes (pre-matching and confirmation, trade processing, cash transfer, instruction routing, depot and inventory management, funding and settlement monitoring) and post-settlement date processes (fails management). Your skills and experience Competencies An organized self-starter able to manage in a complex environment A team player who continually collaborates and shares information Continually looks to simplify and standardize solutions Actively seeks to reduce complexity and do the "right thing" Persistent in your drive for quality and excellence Architecturally minded with an ability to simplify complex activities Consistent in your approach to activities and tasks An excellent communicator (written & verbal) Influencer and problem-solving person Fluent in English (written/verbal) additional language(s) are an advantage but not mandatory Knowledge & Experience Experience in a Banking domain with Clearing and Settlement processing. Experience working closely with Product Owners and Stakeholders along with maintaining product backlogs and driving release content throughout via prioritized stories. Good knowledge of Clearing, Settlements and SWIFT will be a pre. Ability to work in a Matrix organization with stakeholders spread across geographies. Understanding of agile (scrum) methodology Experience in conceptualization and solution definition Good analytical and problem-solving experience Broad knowledge and awareness of (related) business solutions in the marketplace Ability to identify and interpret stakeholders needs and requirements Self-motivated and flexibility to work autonomously coupled with ability to work in virtual teams and matrix/global organizations including appreciation of different cultures during collaborating and sharing. Ability to influence and motivate other team members and stakeholders through strong dialogue, facilitation and persuasiveness.

Role & responsibilities : Handling Brokers & generate business through them