164 Broking Sales Jobs - Page 7

Role & responsibilities Develop and deepen relationships with Burgundy RMs mapped to him/her. Ensure daily interaction with the Burgundy RM base to facilitate top on the mind recall for Broking business. Ensure growth in client referrals, account opening, on-boarding, margin collection, brokerage generation and NDPMS conversions from the RM base assigned. Single point of contact for all sales and service related queries for the assigned Burgundy RM base. Open market acquisition of HNI Broking, NDPMS and TPD clients. Interested candidates please share your resume @ 9790306948

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...

Call On -9510772605 (Tulsi) Lead will be provided . Promote and sell life insurance products to bank customers. manage relations with partners, especially with a bank employee. To close the leads provided by the Bank . Required Candidate profile Age: 21 To 39Years Qualification: Graduation (No Backlogs) Experience: 2 year of Experience in Sales & Marketing ( BFSI ) with Relieving Letter/Resignation Acceptance Mail Bike: Mandatory

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

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...

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...

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...

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...

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...

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...

Roles: 1. Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients 2. Will be responsible for primarily selling Equity based investment products. 3. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 4. Responsible for achieving targets as assigned by the organization on a monthly basis. 5. Provide regular updates to the immediate superior as and when required

Roles and Responsibilities Manage direct channel sales activities to achieve targets and grow business. Identify new leads through open market research, generate interest, and convert them into paying customers. Conduct field work, including visiting potential clients, understanding their needs, and providing solutions. Develop strong relationships with existing clients to increase retention rates and upsell opportunities. Collaborate with internal teams to resolve customer queries and issues.

Roles and Responsibilities Manage relationships with existing clients to identify their financial goals and provide tailored insurance solutions. Develop new business opportunities through networking, referrals, and prospecting. Meet sales targets by selling life insurance products to customers across various channels (broking, direct, etc.). Collaborate with internal teams to resolve client issues and improve overall customer satisfaction. Stay updated on industry trends and regulatory changes to maintain expertise in insurance broking.

Primary Role Description The Relationship Manager in BROCA is responsible for developing and maintaining strong partnerships with external entities involved in distributing insurance products. They work to ensure smooth collaboration and the achievement of mutual business goals. Partner Relationship Management Product Knowledge Business Development Compliance and Regulatory Adherence Sales Support • Data Analysis Contract Negotiation Customer Service Key Roles & Responsibilities: A Relationship Manager in BROCA for insurance typically plays a crucial role in managing and enhancing the relationships between an insurance company and its third-party partners, such as brokers, agents, or financi...