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2.0 - 5.0 years
2 - 7 Lacs
ludhiana, chandigarh, ambala
Work from Office
Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...
Posted 2 weeks ago
2.0 - 7.0 years
2 - 5 Lacs
baramati, ahmedabad, surat
Work from Office
Designation- Unit Sales Manager - Branch Banking Location - Ahmedabad, Surat, Rajkot, Vapi, Jamnagar, Sangil, Baramati, Latur Stakeholder Management -Customers, Banks and Agents Role Objective- Responsible for channel management in the area assigned Cultivating and maintaining relationship with channel partner and branch staff Conducting training programs for the branch staff, particularly private banking RMs to facilitate the cross selling of general insurance products. Conducting weekly visits to assigned ICICI bank branches Implementation of sales strategy, revenue generation and achieving targets Responsible for objection handling and aiding sales process carried out by channel Managing ...
Posted 2 weeks ago
1.0 - 5.0 years
3 - 5 Lacs
lucknow
Work from Office
Urgent Hiring Relationship Manager Location - Bhopal, Indore, Agra, Noida ,Delhi, Kanpur, Lucknow ,Jaipur, CTC- 5.50 Lpa Exprience-1 years+ Any BFSI Sales Should Have Experience in Broking/Banking/Financial /Insurance Company Role & responsibilities 1. Candidate will be responsible for acquiring candidates for Demat account & for equity, commodity and currency. 2. 3. Responsible for generating revenue from Third party product like SIP, Mutual Funds, Insurance, Value pack & ACE/TGS. Need to maintain relations with his clients and with the team members. DESIRED SKILL SET: Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Effective Communication Skill...
Posted 3 weeks ago
1.0 - 5.0 years
3 - 5 Lacs
kanpur
Work from Office
Urgent Hiring Relationship Manager Location - Bhopal, Indore, Agra, Noida ,Delhi, Kanpur, Lucknow ,Jaipur, CTC- 5.50 Lpa Exprience-1 years+ Any BFSI Sales Should Have Experience in Broking/Banking/Financial /Insurance Company Role & responsibilities 1. Candidate will be responsible for acquiring candidates for Demat account & for equity, commodity and currency. 2. 3. Responsible for generating revenue from Third party product like SIP, Mutual Funds, Insurance, Value pack & ACE/TGS. Need to maintain relations with his clients and with the team members. DESIRED SKILL SET: Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Effective Communication Skill...
Posted 3 weeks ago
0.0 - 5.0 years
5 - 7 Lacs
bengaluru
Work from Office
Job Description : Broker Relationship Management Develop and nurture strong relationships with insurance brokers to drive business growth and ensure alignment with company objectives. Sales Strategy & Execution Collaborate with brokers to plan and execute sales strategies for general insurance products, ensuring achievement of revenue and profitability targets. Product & Process Enablement Provide brokers with product training, sales tools, and process support to enhance their effectiveness and improve customer experience. Market Development & Expansion Identify new business opportunities through broker networks, expand market reach, and support brokers in tapping into emerging customer segm...
Posted 4 weeks ago
0.0 - 5.0 years
2 - 7 Lacs
vijayawada, visakhapatnam, hyderabad
Work from Office
Job Description : Broker Relationship Management Develop and nurture strong relationships with insurance brokers to drive business growth and ensure alignment with company objectives. Sales Strategy & Execution Collaborate with brokers to plan and execute sales strategies for general insurance products, ensuring achievement of revenue and profitability targets. Product & Process Enablement Provide brokers with product training, sales tools, and process support to enhance their effectiveness and improve customer experience. Market Development & Expansion Identify new business opportunities through broker networks, expand market reach, and support brokers in tapping into emerging customer segm...
Posted 4 weeks ago
1.0 - 10.0 years
2 - 3 Lacs
muktsar, punjab, india
On-site
share cv at 8588040904 Urgent and single opening in every locations in Banca channel - LIFE Insurance - Virtual Rounds Locations :Locations : chandigarh - Madhya Marg, Sector 7-C/ Chandigarh / Madhya Marg / Sector -16/ sector- 32 / Derabassi / Sector 38, Chandigarh / Sector -17 / Sector 47D Chandigarh / Industrial Area,Chandigarh Mohali - Mohali / Mohali Phase- 5 / Kharar / Kurali Panchkula - Panchkula/ MDC, Sector 5, Panchkula / Sector 20, Panchkula / Kalka / Sector -7 / Sector -25 / Ferozpur - Ferozepur / Moga / Bagha Purana Zirakpur - Manimajra/ Rajpura / Zirakhpur / Landran / Bathinda - Malout / Bathinda Gobindgarh - Khanna/ Samrala / Nabha / Amloh / Grain Market,Khanna / Circular Road, ...
Posted 4 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
navi mumbai, mumbai (all areas)
Work from Office
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 Education Qualification: Graduate with minimum 55% Experience: Minimum 1 year of experience in NBFC & BFSI Domain Knowledge: Equity
Posted 4 weeks ago
10.0 - 20.0 years
8 - 19 Lacs
guwahati
Work from Office
Seeking a highly motivated and entrepreneurial Wealth Manager - Client Acquisition to drive the expansion of our Retail and HNI client base. Full Job Description: https://drive.google.com/file/d/1TcVyun0M-g8Hdvp4UL3i9KOLNRd-7m7H/view?usp=drive_link
Posted 4 weeks ago
8.0 - 13.0 years
12 - 15 Lacs
Chandigarh
Work from Office
Job Title: Regional Vertical Head Broking Reporting To: Zonal Head - Broking Role Objective: To lead and manage broking partnerships at a national level, ensuring strong relationship management, business growth, and compliance across all partner channels. This role is pivotal in driving strategic alignment between the organization and its broking partners. Key Responsibilities: 1. Strategic Partner Management Build and nurture relationships with key broking partners across India Act as the primary point of contact for escalations, negotiations, and strategic planning Align partner goals with organizational objectives to drive mutual growth 2. Sales & Business Development Drive life insurance...
Posted 1 month ago
1.0 - 6.0 years
2 - 7 Lacs
Pune, Ahmedabad, Bengaluru
Work from Office
Position Full time Company - Choice International Location Mumbai Job Type Full time About us Choice Group, incorporated in 1992, is a financial institution which finds its legacy in solving financial problems and bridging gaps for individuals, institutions and governments. For past 31 years we are committed to help our clients achieve their financial aspirations and promote value creation for society. Position Summary: Are you ready to take your career to the next level in the financial services industry? We are looking for a motivated and dynamic Partner Onboarding Specialist to join our team! In this role, you will conduct outbound calls to partners, presenting our diverse range of financ...
Posted 1 month ago
1.0 - 6.0 years
2 - 7 Lacs
Patna, Hyderabad, Delhi / NCR
Work from Office
Position Full time Company - Choice International Location Mumbai Job Type Full time About us Choice Group, incorporated in 1992, is a financial institution which finds its legacy in solving financial problems and bridging gaps for individuals, institutions and governments. For past 31 years we are committed to help our clients achieve their financial aspirations and promote value creation for society. Position Summary: Are you ready to take your career to the next level in the financial services industry? We are looking for a motivated and dynamic Partner Onboarding Specialist to join our team! In this role, you will conduct outbound calls to partners, presenting our diverse range of financ...
Posted 1 month ago
1.0 - 6.0 years
4 - 5 Lacs
Varanasi, Kanpur, Meerut
Work from Office
Roles and Responsibilities Manage a team of sales agents to achieve targets in motor insurance sales through various channels such as agency, broker, OEM, dealer, and direct. Develop and implement effective strategies to increase market share and revenue growth. Build strong relationships with clients to understand their needs and provide tailored solutions. Analyze market trends and competitor activity to identify opportunities for improvement. Ensure compliance with regulatory requirements and company policies.
Posted 1 month ago
1.0 - 6.0 years
4 - 7 Lacs
Chennai
Work from Office
Kotak Securities is looking for a Sales Executive to drive sales of Demat accounts, mutual funds, and other investment products. The role requires engaging with potential customers, explaining financial products, and achieving sales targets. Required Candidate profile Education: Graduate in any discipline (Finance/Marketing preferred). Experience: 1-3 years in sales of financial products, preferably in stockbroking, Demat Account opening,banking, or mutual funds. Perks and benefits Career growth opportunities in financial sales
Posted 1 month ago
1.0 - 6.0 years
4 - 7 Lacs
Visakhapatnam
Work from Office
Kotak Securities is looking for a Sales Executive to drive sales of Demat accounts, mutual funds, and other investment products. The role requires engaging with potential customers, explaining financial products, and achieving sales targets. Required Candidate profile Education: Graduate in any discipline (Finance/Marketing preferred). Experience: 1-3 years in sales of financial products, preferably in stockbroking, Demat Account opening,banking, or mutual funds. Perks and benefits Career growth opportunities in financial sales
Posted 1 month ago
1.0 - 6.0 years
4 - 7 Lacs
Hyderabad
Work from Office
Kotak Securities is looking for a Sales Executive to drive sales of Demat accounts, mutual funds, and other investment products. The role requires engaging with potential customers, explaining financial products, and achieving sales targets. Required Candidate profile Education: Graduate in any discipline (Finance/Marketing preferred). Experience: 1-3 years in sales of financial products, preferably in stockbroking, Demat Account opening,banking, or mutual funds. Perks and benefits Career growth opportunities in financial sales
Posted 1 month ago
1.0 - 6.0 years
4 - 7 Lacs
Vijayawada
Work from Office
Kotak Securities is looking for a Direct Sales Executive to drive sales of Demat accounts, mutual funds, and other investment products. The role requires engaging with potential customers, explaining financial products, and achieving sales targets. Required Candidate profile Education: Graduate in any discipline (Finance/Marketing preferred). Experience: 1-3 years in sales of financial products, preferably in stockbroking, banking, or mutual funds. Perks and benefits Career growth opportunities in financial sales
Posted 1 month ago
1.0 - 6.0 years
4 - 7 Lacs
Tirupati
Work from Office
Kotak Securities is looking for a Direct Sales Executive to drive sales of Demat accounts, mutual funds, and other investment products. The role requires engaging with potential customers, explaining financial products, and achieving sales targets. Required Candidate profile Education: Graduate in any discipline (Finance/Marketing preferred). Experience: 1-3 years in sales of financial products, preferably in stockbroking, banking, or mutual funds. Perks and benefits Career growth opportunities in financial sales
Posted 1 month ago
1.0 - 6.0 years
4 - 7 Lacs
Hyderabad
Work from Office
Kotak Securities is looking for a Direct Sales Executive to drive sales of Demat accounts, mutual funds, and other investment products. The role requires engaging with potential customers, explaining financial products, and achieving sales targets. Required Candidate profile Education: Graduate in any discipline (Finance/Marketing preferred). Experience: 1-3 years in sales of financial products, preferably in stockbroking, banking, or mutual funds. Perks and benefits Career growth opportunities in financial sales
Posted 1 month ago
4.0 - 8.0 years
9 - 19 Lacs
Mumbai
Work from Office
Direct Responsibilities Responsible to grow market share, revenues and increase wallet share of assigned regions (if any). Ensure all the activities are in adherence as per compliance and risk policies. Engage Digitally with clients to educate them and promote in-house tools & strategie s Contributing Responsibilities Engage Digitally with clients to educate them and promote in-house tools & strategies. Responsible to grow market share, revenues and increase wallet share centrally as well as assigned regions (if any). Plan and run various digital campaigns for cash & F&O business in-coordination with research, data analytics and digital teams. Co-ordinate with zonal heads, group heads and br...
Posted 1 month ago
1.0 - 6.0 years
4 - 4 Lacs
Siddipet, Kamareddy, Nizamabad
Work from Office
A challenging opportunity with a leading insurance brand, Position Title: Branch Development Manager Location: Nizamabad Roles and Responsibilities Manage a team of sales agents to achieve targets in motor insurance sales through various channels such as agency / broker.. Develop and implement effective strategies to increase market share and revenue growth. Build strong relationships with clients to understand their needs and provide tailored solutions. Analyze market trends and competitor activity to identify opportunities for improvement. Ensure compliance with regulatory requirements and company policies. If this opportunity matches your caliber, then apply for the same. Our team will co...
Posted 1 month ago
1.0 - 5.0 years
2 - 4 Lacs
Solan, Panchkula, Zirakpur
Work from Office
Any BFSI or Insurance sales exp candidate can apply. Min 1 yr exp in insurance sales . Age below 38. Interested candidate can directly share your cv on 7499211307
Posted 1 month ago
1.0 - 6.0 years
3 - 5 Lacs
Nagpur, Nashik, Jalna
Work from Office
A challenging opportunity with a leading insurance brand, Position Title: Branch Delopment Manager Location: Maharashtra Roles and Responsibilities Manage a team of sales agents to achieve targets in motor insurance sales through various channels such as agency / broker.. Develop and implement effective strategies to increase market share and revenue growth. Build strong relationships with clients to understand their needs and provide tailored solutions. Analyze market trends and competitor activity to identify opportunities for improvement. Ensure compliance with regulatory requirements and company policies. If this opportunity matches your caliber, then apply for the same. Our team will co...
Posted 1 month ago
1.0 - 4.0 years
2 - 3 Lacs
Visakhapatnam, Shimoga, Karnal
Work from Office
Job Description: We are looking for a dynamic and driven Business Development Manager for our Banca Channel (Alternate Channel). The role involves managing business relationships with banking partners and driving sales of insurance products through alternate channel networks. Key Responsibilities: Build and maintain strong relationships with partner bank branch managers and staff. Drive insurance sales through assigned banking partners. Provide regular training and support to partner branches for business development. Ensure achievement of sales targets and growth of the assigned channel. Drive customer acquisition and cross-sell insurance products effectively. Monitor and analyse performanc...
Posted 2 months ago
2.0 - 5.0 years
2 - 5 Lacs
Bhopal, Sikar, Jaipur
Work from Office
Job Description: We are looking for a dynamic and driven Business Development Manager and Area Account Manager for our Banca Channel (Alternate Channel). The role involves managing business relationships with banking partners and driving sales of insurance products through alternate channel networks. Key Responsibilities: Build and maintain strong relationships with partner bank branch managers and staff. Drive insurance sales through assigned banking partners. Provide regular training and support to partner branches for business development. Ensure achievement of sales targets and growth of the assigned channel. Drive customer acquisition and cross-sell insurance products effectively. Monit...
Posted 2 months ago
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