Candidate, Greetings From Monalisa HR Team..!! We have an Urgent opening for the position of "Insurance Agent / Advisor" for one of our reputed clients @ their Santacruz - West, Location. Hiring Company Name - Confidential Job Location: - Santacruz - West Designation: - Insurance Agent/ Advisor Rolls: - On-Rolls. Salary: - In Between 18k - 25k net in hand & based on a complete interview evaluation process too. Experience Minimum 2 3 Years of experience Job Nature: - Full Time / Work from Office. Key Responsibilities Experience in Mutual Fund & General Insurance Co-ordinating with investors regarding fund switches, new SIPs lump sums, redemptions etc. Preparing collating mutual fund reports Preparing collating mutual fund reports Prepare Quotations Prepare daily MIS entry Manage & maintain data of clients Issue policy & share with clients. Answering inbound sales calls and converting them into new opportunities. Engage potential customers in dialogue that opens opportunities. Provide information regarding product/service in an engaging manner. Mailing required details like brochures, product profiles to clients. TECHNICAL /FUNCTIONAL SKILLS : Excellent communication skills, both in written and verbal. Working knowledge of Microsoft Windows and Excel spreadsheets using v-lookup and pivot tables. Have a strong work ethic and are eager to learn. Be strongly skilled in organization, problem-solving, customer service, and multitasking while being committed to excellence. Excellent customer service skills to ensure customers get awesome experience from company product Strong time management skills and ability to prioritize and multitask effectively. Excellent interpersonal skills to relate cordially with team members, customers, colleagues, management, etc. Ability to work well in a fast-paced environment THE PERSON SHOULD BE WILLING TO JOIN IN 15-20 DAYS TIME OR IMMEDIATELY JOINER. Request for interested candidates; please share your updated resume with us thru below Email-ID executivehr@monalisammllp.com , also candidate can reach us at 9029895581 . Current /Last Net in Hand - Salary will be offered based on the interview /Technical evaluation process- Notice Period & LWD was/will be - Reason for Job Change - Total Years of Experience in Specific Field - Regards, Monalisa Group of Services HR Department 9029895581 Call / WhatsApp executivehr@monalisammllp.com

Branch Manager/AVP - Equity/Commodity Role We're seeking a talented Branch Manager to join our team at Nirmal Bang, a leading financial services firm. In this role, you'll spearhead our equity sales efforts, driving growth and fostering client relationships. J ob Description: • Justify your teams cost with minimum accounts, margins and revenue assigned. • Should bring their own team minimum 5 RMs Source HNI clients and franchisee every month. Advising HNI clients on their investments and managing their overall portfolio. Ensuring that your team performs well and complete the targets assigned to them. • Generate good revenue for the company as per the expectations and promote all the products of the company. Requirements: Proven experience in equity sales. NISM exam cleared. Deep understanding of financial markets and products. Strong communication and interpersonal skills. Must have a team handling Experience Interested candidates can share CV at neha.karn@nirmalbang.com or whatsapp at 8454800958 Regards, Neha Karn Senior Executive HR Nirmal Bang Securities Private limited 10185A, Mezzanine Floor, Arya Samaj Road Karol Bagh, new Delhi - 110005 M +91-8454800958 | (L) 011-41320715 Linkedin:- linkedin.com/in/neha-karn-374604216

Job description 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 2022/2023/2024 Qualification:- Graduation/Post Graduation Age Criteria:- Below 29 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. Interested candidates kindly share your cv to mohanraj.bhushnam@sbicapsec.com

Job Title: Relationship Manager Client Acquisition & Investment Solutions Location: Mumbai Role & Responsibilities: Client Acquisition: Responsible for acquiring 7-8 new clients every month through active market engagement and networking. Cross-Selling: Promote and sell third-party investment products, including SIPs, mutual funds, insurance, and more, to existing and new clients. Revenue Generation: Drive revenue generation by cross-selling and up-selling investment products to your portfolio of clients. SIP Target: Achieve monthly SIP targets of 5 SIPs worth Rs. 2000 each. Client Relationship Management: Build and nurture long-term relationships with clients to ensure repeat business and referrals. Preferred Candidate Profile: At least 6 months of experience in sales of financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication and interpersonal skills to engage with clients effectively. Basic understanding of broking and operations in the financial sector. Prior experience in the broking industry is an advantage. Strong client acquisition skills with a proven ability to meet targets. Perks & Benefits: Attractive Incentives based on performance Provident Fund (PF) and Insurance coverage Fixed salary plus performance-based incentives Opportunities for career growth in the financial services industry. Interview Process: HR Round Sales Manager Round How to Apply: To schedule an interview or send your CV, please contact HR Sayali via WhatsApp at 9158043197

Job Title: Relationship Manager Client Acquisition & Investment Solutions Location: Shivaji Nagar, Pune Role & Responsibilities: Client Acquisition: Responsible for acquiring 7-8 new clients every month through active market engagement and networking. Cross-Selling: Promote and sell third-party investment products, including SIPs, mutual funds, insurance, and more, to existing and new clients. Revenue Generation: Drive revenue generation by cross-selling and up-selling investment products to your portfolio of clients. SIP Target: Achieve monthly SIP targets of 5 SIPs worth Rs. 2000 each. Client Relationship Management: Build and nurture long-term relationships with clients to ensure repeat business and referrals. Preferred Candidate Profile: At least 6 months of experience in sales of financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication and interpersonal skills to engage with clients effectively. Basic understanding of broking and operations in the financial sector. Prior experience in the broking industry is an advantage. Strong client acquisition skills with a proven ability to meet targets. Perks & Benefits: Attractive Incentives based on performance Provident Fund (PF) and Insurance coverage Fixed salary plus performance-based incentives Opportunities for career growth in the financial services industry. Interview Process: HR Round Sales Manager Round How to Apply: To schedule an interview or send your CV, please contact HR Sayali via WhatsApp at 91580 43197

Job Title: Equity Advisor Roles & Responsibilities: Execute orders on behalf of clients based on their investment preferences and strategies. Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios. Actively cross-sell third-party investment products such as Insurance, Mutual Funds (MF), PMS, SIPs, TGS, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, IAP, and other services provided by the company. Acquire new clients while maintaining and building strong, lasting relationships with existing clients. Organize and conduct client meetings to review portfolios, provide investment recommendations, and strengthen client engagement. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Sayali 91580 43197

Business Development Manager Job Description Role & Responsibilities: Acquire 7-8 new clients per month from the open market through proactive prospecting and networking. Cross-sell a wide range of third-party investment products, including SIPs, Mutual Funds, Insurance, and Equity. Drive revenue generation from all products within sourced accounts, ensuring continued business growth. Achieve a target of 5 SIPs per month, each of Rs. 2000. Build and maintain strong client relationships, understanding their needs and offering tailored investment solutions. Meet monthly and quarterly sales targets through effective client management and strategic cross-selling. Preferred Candidate Profile: Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds. Strong communication and interpersonal skills with the ability to engage and build relationships with clients. Good knowledge of broking and operations within the financial services industry. Prior experience in the broking industry is a plus. Perks and Benefits: PF and Insurance coverage Fixed salary with attractive performance-based incentives Work Location: Bangalore, Coimbatore, Hyderabad Interview Process: HR Round Sales Manager Round How to Apply: To schedule your interview, call or send your CV via WhatsApp to HR Saumya : 8263043709

Payroll-Mutual Fund Co Process-Inbound Voice Des-Customer Relationship Manager Shift-Day Rotational Work From Office Salary-Net-14500 Fresher exp 18000 Work Location-Thane/Mumbai/Vashi/Ghansoli Call-9137797705 Kiran 8080126356 Shilpa www.hyfly.in Required Candidate profile Familiarity with standard capital market concepts, procedures, and regulatory framework Good knowledge of Ms Office, especially Excel. Graduates / HSC Fresher can also apply Age should be 20-32 yrs

Payroll-Bank Des-Team Leader Process-Outbound/Inbound Salary-7Lakh 2 year of experience as Team Leader in a contact center on papers, Banking Process(Loan, Credit Card Location-Thane/Vashi Call 9082104424 Sejal 8850266500 Shivangi 8080702016 Kanchan Required Candidate profile Motivate the team to achieve their targets. To manage and Lead the team of 20 Have to maintain attrition and Shrinkage rate of the Team. Excellent English communication Graduation mandatory

Payroll-Bank Des-Video KYC Officer Process-Outbound Fixed Day Shift Salary- Graduate fresher-17k net Exp in voice -4.5 lakh Location-Thane/Malad/Vashi Can apply branch banking after 2 yrs all banking facilities Call 8080702016 Sanika www.hyfly.in Required Candidate profile Video call customers to complete the Full KYC Verify the details submitted by the customer while opening the account Ensure VKYC is completed by the Right Party only Cross-sell other banking products

Roles and Responsibilities -Equity Dealing plus third party product sales Desired Candidate Profile - NISM 8 is mandatory Perks and Benefits - Depends on the interview.its Open

1)Dmate(i.e. Trading Accounts acquisition) 2)Cold calling (i.e. Willing to work in open Market) 3)Responsible for achieving targets assigned by org. on a monthly basis. Other Benefits: Multiple Incentives + Foreign Trips Required Candidate profile Interested can share CV on rahul.jani@tradebulls.in or WhatsApp on 7016615213

We are seeking a motivated sales leader with 3+ years of experience in life insurance or sales leadership to lead and guide agents in exceeding sales targets. Candidates with a valid bike and driving license are encouraged to apply Role & responsibilities Lead and motivate people to exceed sales targets. Help agents develop and refine sales techniques. Ensure that agents are consistently generating leads and converting them into clients. Monitor performance and provide feedback for improvement. Build and maintain strong relationships with clients and agencies Preferred candidate profile Graduation in any field. 3+ years of experience in life insurance or sales leadership. Must have a valid bike and driving license. Perks and benefits Salary : Upto 4 LPA + incentive + other benefits Interested candidates can apply at sales@tekpillar.com or contact +91 92652 97550.

About Angel One : Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section! Why You'll Love Working at Angel One! Ranked Top 25 Companies to Work in India: 're proud to be recognized as one of the best workplaces, certified for 8 consecutive years. Innovative Culture: eate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning. Be part of something huge: ?span> Be at the Forefront of Fintech Innovation Bold Approach: 're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more: more drive, more initiative, and a bolder way of Job Title: Territory Sales Manager Location: Surat What you will do: Acquisition of Existing & potential new Sub-broker/Franchise/channel partners with team & individual. Handhold & work closely with the Sub broker / Franchise / IFA / channel partners to ensure scale up, retention & transactions while ensuring addition of new clients through various initiatives. Enable business, Product & Senior Management team with Key market & competition insights. Develop and implement the sales strategy in line with the company's objectives & work towards meeting them. Analyse sales metrics to determine business growth potential by cities and addition of Hub & spokes To organize events and activities for generating new leads of sub broker & IFA acquisition Required Skills Sales & acquisition experience Customer Service Customer Relationship Relationship Management Good knowledge of financial market Desired Skills and Eligibility criteria General Management Service and advisory background Should be abreast about new market changes. Product management and training Maintaining P&L Business development and Strategic Planning Who you are: Any Graduate What's in it for You? Empowered Growth: e invest in your growth and empower you to explore your full potential. Exceptional Benefits: ur comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team. We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced. Interested candidate can share CV at naina.gurang@angelbroking.com

About Angel one : Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section! Why You'll Love Working at Angel One! Ranked Top 25 Companies to Work in India: 're proud to be recognized as one of the best workplaces, certified for 8 consecutive years. Innovative Culture: eate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning. Be part of something huge: ?span> Be at the Forefront of Fintech Innovation Bold Approach: 're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more: more drive, more initiative, and a bolder way of working. Job Title: Associate - Outbound Sales (Digital Lending) Location: Mumbai (Work from Office) What you will do: Key Responsibilities: Engage with prospects to understand their pain points, clarify doubts, and provide tailored solutions to overcome hurdles in their loan application process to boost conversion and loan disbursements. Achieve and exceed daily call metrics: connected calls, average handling time, first call response time, issue resolution time, loan disbursal targets, call quality scores etc. Uphold a customer-first approach by demonstrating empathy, patience, and active listening to deliver clear, accurate, and helpful guidance on the loan journey. Track and document call outcomes, customer interactions, and feedback accurately in the CRM system to support data-driven decision-making. Stay updated on product features, policies, market trends, competitive benchmarking, and FAQs to provide accurate and efficient support throughout the loan journey. Maintain consistent communication with customers, following up on unresolved issues to ensure timely and satisfactory resolutions Who you are: Minimum qualification of a bachelors degree or equivalent with 6 months to 2 years in an outbound call center or sales environment, preferably in digital lending (personal loans). Possess strong verbal communication skills, with fluency in three languages (proficiency in English and Hindi is desired Demonstrate basic proficiency in using CRM tools and maintaining accurate records. Exhibit problem-solving, persuasion, and convincing skills. Show eagerness to learn and adapt in a fast-paced environment. Pay attention to every detail to reduce friction and delight customers. Be prompt, courteous, and capable of building rapport with customers Interested Candidates can share CV at naina.gurang@angelbroking.com

Role & Responsibilities: Client Acquisition & Relationship Management: Identify and acquire 7-8 new clients each month from the open market, focusing on building long-term relationships with both individual and institutional clients. Cross-Selling & Upselling : Promote and sell a range of third-party investment products to existing and new clients, enhancing their investment portfolios and meeting their financial goals. Revenue Generation : Drive revenue through comprehensive sales strategies across all financial products offered, ensuring a broad client base and diversified income streams. SIP Target Achievement: Consistently acquire clients for Systematic Investment Plans (SIPs), aiming for a monthly target of 5 SIPs with Rs. 2000 each. Work Location: Prabhadevi Rounds of Interviews:- HR round Sales Manager Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Ashwini : 9923656681

In this role, you will be responsible for generating Revenue from Equity , Derivative and Wealth Products through mapped clients.

Job Title: Equity Advisor Roles & Responsibilities: Execute orders on behalf of clients based on their investment preferences and strategies. Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios. Actively cross-sell third-party investment products such as Insurance, Mutual Funds (MF), PMS, SIPs, TGS, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, IAP, and other services provided by the company. Acquire new clients while maintaining and building strong, lasting relationships with existing clients. Organize and conduct client meetings to review portfolios, provide investment recommendations, and strengthen client engagement. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Dhanashri: 7796426785

Job Title: Acquisition Manager - Wealth Management & Investment Products Location: Prabhadevi, Mulund, Borivali Key Responsibilities: Acquire a minimum of 5 accounts with an initial margin of 1 Lac each. Achieve a minimum of 1 Lac in gross insurance premiums every month (life, general, health, motor). Drive month-on-month (MoM) revenue equivalent to 1x of CTC from third-party products, including insurance, TGS, Edu MO, IAP, PMS, PE, IAF, FD, bonds, etc. Generate MoM transactional broking revenue (equity, currency, commodity) equivalent to 1x of CTC. Research, investigate, and update clients on available investment opportunities and market trends to enhance their portfolio yields. Build a strong client AUM book by bringing in existing clients and managing relationships effectively. Focus on acquiring affluent and super-affluent clients within the market. Role Requirements: Educational Qualification: Post Graduate Experience: Minimum of 1 year in sales or wealth management with HNI clients. Team Handling Experience: Not required Preferred Background: Wealth Management, Banking, Investment Counseling Domain Knowledge: Strong expertise in sales, wealth management, capital markets, and investment products. Perks & Benefits: Attractive incentives and appraisals based on performance. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Sayali:91580 43197

Maintain healthy relations with Customers Look for better sales Opportunity to grow company Lead and manage the activity of sales team. Motivate them for Sales. Handle the walkin customers Cross sale of other banking products C-8469483673-HR Mukthi Required Candidate profile Any Graduate with Min. 2 year Sales Experience Must be local and have area knowledge Must have valid document of last company Age between 24 to 40 M-mukthi.sresthinfo@gmail.com C-8469483673 HR Mukthi Perks and benefits On Role Job + High CTC Incentives + Allowances

Role & Responsibilities: Client Acquisition & Relationship Management: Identify and acquire 7-8 new clients each month from the open market, focusing on building long-term relationships with both individual and institutional clients. Cross-Selling & Upselling : Promote and sell a range of third-party investment products to existing and new clients, enhancing their investment portfolios and meeting their financial goals. Revenue Generation : Drive revenue through comprehensive sales strategies across all financial products offered, ensuring a broad client base and diversified income streams. SIP Target Achievement: Consistently acquire clients for Systematic Investment Plans (SIPs), aiming for a monthly target of 5 SIPs with Rs. 2000 each. Work Location: Bangalore, Kerala Rounds of Interviews:- HR round Sales Manager Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Ashwini : 9822643371

Job Title: Equity Advisor Roles & Responsibilities: Execute orders on behalf of clients based on their investment preferences and strategies. Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios. Actively cross-sell third-party investment products such as Insurance, Mutual Funds (MF), PMS, SIPs, TGS, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, IAP, and other services provided by the company. Acquire new clients while maintaining and building strong, lasting relationships with existing clients. Organize and conduct client meetings to review portfolios, provide investment recommendations, and strengthen client engagement. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Sayali 91580 43197

Role & Responsibilities: Client Acquisition & Relationship Management: Identify and acquire 7-8 new clients each month from the open market, focusing on building long-term relationships with both individual and institutional clients. Cross-Selling & Upselling : Promote and sell a range of third-party investment products to existing and new clients, enhancing their investment portfolios and meeting their financial goals. Revenue Generation : Drive revenue through comprehensive sales strategies across all financial products offered, ensuring a broad client base and diversified income streams. SIP Target Achievement: Consistently acquire clients for Systematic Investment Plans (SIPs), aiming for a monthly target of 5 SIPs with Rs. 2000 each. Work Location: Prabhadevi, Mulund, Borivali Rounds of Interviews:- HR round Sales Manager Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Avdhut : 9822463775

Relationship Manager: New client acquisition – to acquire 7-8 new clients per month from open market Cross selling of third party investment products Revenue generation SIPs – 5 SIPs per month of Rs. 2000 each Required Candidate profile Good Communication skills. Minimum Graduation preferred. Should be comfortable for sales. To schedule your interview send your CV through WhatsApp: HR Saumya: 8263043709 Perks and benefits Fixed Salary huge Incentives Growth opportunities

Build and handle team for New Business Monitor Market trends, Sales& team performance Build relations-customers to identify their needs Develop & Execute strategic sales plans Collaborate with team for Revenue& Business growth C-8469483673-HR Mukthi Required Candidate profile Any Graduate with Min. 2 year Sales Experience Must be local and have area knowledge Must have valid document of last company Age between 24 to 40 M-mukthi.sresthinfo@gmail.com C-8469483673 HR Mukthi Perks and benefits On Role Job + High CTC Incentives + Allowances