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71 Job openings at StepUpFind
About StepUpFind

StepUpFind is a recruitment and job placement agency that specializes in connecting companies with talented individuals. They provide tailored hiring solutions across various industries.

Relationship Manager - PCG

Not specified

2 - 6 years

INR 50.0 - 55.0 Lacs P.A.

Work from Office

Full Time

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.Individually handling clients with the book size of 25 lacs & above.Creation of revenue & Activation of clients through effective Advisory.Cross selling of other products like Mutual fund, PMS, Insurance.Handling Queries & complains of client's & solving it within TAT.Acquiring new clients & retaining the old clients by periodic meetings.Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. Locations:- Mumbai, Hyderabad, Chennai, Bangalore, Kolkata, Pune, Ahmedabad, Delhi, chandigarh, Nagpur,

Sales Officer Fresher

Not specified

0 - 1 years

INR 2.5 - 3.0 Lacs P.A.

Work from Office

Full Time

JOB SUMMARYDirect customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR).KEY RESPONSIBILITIESService through relationship managementEstablishing and strengthening relationship with the allocated customer base.Ensure retention of customers in his/her allocated Book of Relations (existing customer database).Act as single point of contact for customers for any customer query/complaint.Identify financial goals of customers and providing financial planning assistance.Competition Analysis for giving professional advice to customerFix self appointments everyday from the given customer database as per the campaignSalesFocus on cross-sell & up-sell opportunity in allocated customers.Ensure successful completion of licensing as per MLI standards.Locations:- Mumbai, Pune, Pimpri Chinchwad, Jaipur, Panjim, Nanded, Jodhpur, Belgaum, Indore, Jaipur, Ahmedabad, Surat, Baroda, Rajkot, Noida, Haridwar, Dehradun, Guwahati, Kolkata, Burdwan, Asansol, Gwalior, Lucknow, Patna, Bokaro, Jamshedpur, Cuttack, Bhubaneswar, Balasore, Mathura, Aligarh, Ghaziabad, Delhi, gurugram, Pan India.

Fresher Sales Officer

Not specified

0 - 1 years

INR 2.5 - 3.0 Lacs P.A.

Work from Office

Full Time

JOB SUMMARYDirect customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided bycompany (called the Book of Relations- BoR).KEY RESPONSIBILITIESService through relationship managementEstablishing and strengthening relationship with the allocated customer base.Ensure retention of customers in his/her allocated Book of Relations (existing customer database).Act as single point of contact for customers for any customer query/complaint.Identify financial goals of customers and providing financial planning assistance.Competition Analysis for giving professional advice to customerFix self appointments everyday from the given customer database as per the campaignSalesFocus on cross-sell & up-sell opportunity in allocated customers.Ensure successful completion of licensing as per MLI standardsLocations:- Mumbai, Pune, Pimpri Chinchwad, Jaipur, Panjim, Nanded, Jodhpur, Belgaum, Indore, Jaipur, Ahmedabad, Surat, Baroda, Rajkot, Noida, Haridwar, Dehradun, Guwahati, Kolkata, Burdwan, Asansol, Gwalior, Lucknow, Patna, Bokaro, Jamshedpur, Cuttack, Bhubaneswar, Balasore, Mathura, Aligarh, Ghaziabad, Delhi, gurugram

Fresher Sales Officer-Insurance

Not specified

0 - 1 years

INR 2.5 - 3.0 Lacs P.A.

Work from Office

Full Time

JOB SUMMARYDirect customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided bycompany (called the Book of Relations- BoR).KEY RESPONSIBILITIESService through relationship management Establishing and strengthening relationship with the allocated customerbase. Ensure retention of customers in his/her allocated Book of Relations(existing customer database). Act as single point of contact for customers for any customerquery/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per thecampaignSales Focus on cross-sell & up-sell opportunity in allocated customers.Ensure successful completion of licensing as per MLI standardsLocations:- Mumbai, Pune, Pimpri Chinchwad, Jaipur, Panjim, Nanded, Jodhpur, Belgaum, Indore, Jaipur, Ahmedabad, Surat, Baroda, Rajkot, Noida, Haridwar, Dehradun, Guwahati, Kolkata, Burdwan, Asansol, Gwalior, Lucknow, Patna, Bokaro, Jamshedpur, Cuttack, Bhubaneswar, Balasore, Mathura, Aligarh, Ghaziabad

RM- PCG

Not specified

2 - 4 years

INR 50.0 - 70.0 Lacs P.A.

Work from Office

Full Time

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.Individually handling clients with the book size of 25 lacs & above.Creation of revenue & Activation of clients through effective Advisory.Cross selling of other products like Mutual fund, PMS, Insurance.Handling Queries & complains of client's & solving it within TAT.Acquiring new clients & retaining the old clients by periodic meetings.Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. Locations:- Mumbai, Hyderabad, Chennai, Bangalore, Kolkata, Pune, Ahmedabad, Delhi, chandigarh, Nagpur,

RM - PCG - Only Stock Broking Industry

Not specified

2 - 6 years

INR 50.0 - 55.0 Lacs P.A.

Work from Office

Full Time

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.Individually handling clients with the book size of 25 lacs & above.Creation of revenue & Activation of clients through effective Advisory.Cross selling of other products like Mutual fund, PMS, Insurance.Handling Queries & complains of client's & solving it within TAT.Acquiring new clients & retaining the old clients by periodic meetings.Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. Locations:- Mumbai, Hyderabad, Chennai, Bangalore, Kolkata, Pune, Ahmedabad, Delhi, chandigarh, Nagpur,

Relationship Manager - PCG

Not specified

2 - 7 years

INR 45.0 - 50.0 Lacs P.A.

Work from Office

Full Time

Relationship Manager - PCG - Only Stock Broking IndustryAdvising Super HNI clients on Equity, Derivatives, currency & commodity Markets.Individually handling clients with the book size of 25 lacs & above.Creation of revenue & Activation of clients through effective Advisory.Cross selling of other products like Mutual fund, PMS, Insurance.Handling Queries & complains of client's & solving it within TAT.Acquiring new clients & retaining the old clients by periodic meetings.Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. Locations:- Mumbai, Hyderabad, Chennai, Bangalore, Kolkata, Pune, Ahmedabad, Delhi, chandigarh, Nagpur

Relationship Manager- Cross Sales

Not specified

1 - 4 years

INR 5.5 - 8.0 Lacs P.A.

Work from Office

Full Time

Responsible for achieving revenue targets through cross selling {Sales of products like SIP, DMAT, INSURANCE, Trading Account, Mutual Fund, PMS, Aum} of subscription based financial products to the clients like Trading Software, Educational Products, Option trading advice and various trading & Investment products of Equity, Derivative, Options, Currency and Commodity MarketProvide Training to clients for building trading strategies, use of robotic trading software & API based auto trade executionWill be responsible for delivering Webinar and Seminar on various financial productsWill be responsible for keeping self-updated on stock market outlook and product knowledgeShould be passionate & aggressive for outbound cold calling of Seminar & Webinar inviting processShould be able to speak continuously for full dayWill be responsible for extensive travelling to branches & franchisees for delivering clients seminars & employees trainingAbility to bring innovative ideas which helps in achieving sales targetAble to handle one to one client meetings independently at clients location. Locations:- Mumbai, Pune, Ahmednagar, Aurangabad, Nagpur, Jalgaon, Amravati

Sales Manager - Agency

Not specified

1 - 6 years

INR 6.0 - 8.0 Lacs P.A.

Work from Office

Full Time

It is a field job. You will have to travel within the assigned geography to meet Financial Consultant and customers.Your ability to build strong and sustainable distribution network will define your success.Your business targets will include the no. of active, successful Financial Consultants, distribution build up and overall premium.As a team manager, you will accompany the team of Financial Consultant on pre and post sales such as claim settlement.Life believes in technology driven sales and you will learn new technology/Mobilityenhancements, to comply with the Sales Management Process.As a business professional you will be uphold organizational values in every action and ensure business ethics and integrity. You are expected to be compliant to regulatory and statutory regulations .Locations:- Pune, Mumbai, Ahmednagar, Amravati, Aurangabad, Kolhapur, Nagpur, Nasik, Solapur, Satara, Chandrapur, Dhule, Jalgaon, Latur, Nanded, Sangali.

Direct Channel Insurance Sales

Not specified

1 - 3 years

INR 4.0 - 6.0 Lacs P.A.

Work from Office

Full Time

JOB SUMMARYDirect customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided bycompany (called the Book of Relations- BoR).KEY RESPONSIBILITIESService through relationship managementEstablishing and strengthening relationship with the allocated customer base.Ensure retention of customers in his/her allocated Book of Relations (existing customer database).Act as single point of contact for customers for any customer query/complaint.Identify financial goals of customers and providing financial planning assistance.Competition Analysis for giving professional advice to customerFix self appointments everyday from the given customer database as per thecampaignSalesFocus on cross-sell & up-sell opportunity in allocated customers.Ensure successful completion of licensing as per MLI standardsLocations:- Mumbai, Pune, Pimpri Chinchwad, Jaipur, Panjim, Nanded, Jodhpur, Belgaum, Indore, Jaipur, Ahmedabad, Surat, Baroda, Rajkot, Noida, Haridwar, Dehradun, Guwahati, Kolkata, Burdwan, Asansol, Gwalior, Lucknow, Patna, Bokaro, Jamshedpur, Cuttack, Bhubaneswar, Balasore, Mathura, Aligarh, Ghaziabad

RM- HNI Sales Stock Broking

Not specified

2 - 4 years

INR 20.0 - 30.0 Lacs P.A.

Work from Office

Full Time

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 clientsTrack the Affluent & Super Affluent Client segment in the market for new client acquisitionTo 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. Locations:- Ahemdabad, Surat, Hyderabad, Delhi, Kolkata, Chennai, Bangalore, Pune, Mumbai

Area Manager- Stock Broking- IFA

Not specified

1 - 4 years

INR 10.0 - 14.0 Lacs P.A.

Work from Office

Full Time

The Key Account Manager 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 Hiring Agent/ Adivor {Commission base} 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.ROLES & RESPONSIBILITIES: -The Area Manager will be responsible for bringing Agent/ Adivor {Commission base} and building a strong client book.Maintaining client relationships and generate AUM from preferred clients.Responsible for generating revenue from Third party product like Insurance/TGS/Edu MO/IAP/PMS/PE/IAF/FD/Bonds Etc.1Px of Other Revenue & 1Px of Broking Revenue (TPP Product targets will be divided as per overall targets)Track the Affluent & Super Affluent Client segment in the market for new client acquisitionTo research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios Locations:- HYDERABAD, Vijayawada, Ahmedabad, Bangalore, Chennai, Delhi, Chandigarh, Kolkata, Pune, Mumbai

Sales Manager- Agency

Not specified

1 - 6 years

INR 6.0 - 12.0 Lacs P.A.

Work from Office

Full Time

It is a field job. You will have to travel within the assigned geography to meet Financial Consultantand customers.Your ability to build strong and sustainable distribution network will define your success.Your business targets will include the no. of active, successful Financial Consultants, distributionbuild up and overall premium.As a team manager, you will accompany the team of Financial Consultant on pre and post salessuch as claim settlement.Life believes in technology driven sales and you will learn new technology/Mobilityenhancements, to comply with the Sales Management Process.As a business professional you will be uphold organizational values in every action and ensurebusiness ethics and integrity. You are expected to be compliant to regulatory and statutory regulations Locations:- Bangalore, Belgaum, Bellary, Bijapur, Davangere, Gulbarga, Hassan, Hubli, Mangalore, Mysore, Shimoga, Tumkur, Udupi

Equity Advisor- Stock Broking

Not specified

1 - 3 years

INR 6.0 - 8.0 Lacs P.A.

Work from Office

Full Time

1. Terminal handling2. Responsible to generate brokerage primarily through advising clients on their equity portfolio. 5x3. Responsible for generating revenue from Third party product. 0.5x4. NISM 8 CertificationLocations:-Hyderabad, Vishakhapatnam, Guntur, Kurnool, Vijayawada, Bangalore, Cochin, Kochi, Chennai, Nagpur, Pune, Mumbai, Ahmedabad, Surat, Baroda, Rajkot, Chandigarh, Bhopal, Indore, Dehradun, Gwalior, Patna, Delhi, Guwahati, Chandigarh, Ranchi, Trivandrum, Thrissur, Aurangabad, Ludhiana, Jaipur, Udaipur, Lucknow, Lucknow, Noida, Kolkata

Relationship Manager- Cross Sales

Not specified

1 - 3 years

INR 5.5 - 7.0 Lacs P.A.

Work from Office

Full Time

Responsible for achieving revenue targets through cross selling {Sales of products like SIP, DMAT, INSURANCE, Trading Account, Mutual Fund, PMS, Aum} of subscription based financial products to the clients like Trading Software, Educational Products, Option trading advice and various trading & Investment products of Equity, Derivative, Options, Currency and Commodity MarketProvide Training to clients for building trading strategies, use of robotic trading software & API based auto trade executionWill be responsible for delivering Webinar and Seminar on various financial productsWill be responsible for keeping self-updated on stock market outlook and product knowledgeShould be passionate & aggressive for outbound cold calling of Seminar & Webinar inviting processShould be able to speak continuously for full dayWill be responsible for extensive travelling to branches & franchisees for delivering clients seminars & employees trainingAbility to bring innovative ideas which helps in achieving sales targetAble to handle one to one client meetings independently at clients location. Locations:- Mumbai, Pune, Ahmednagar, Aurangabad, Nagpur, Jalgaon, Amravati

Sales Manager- Agency

Not specified

1 - 6 years

INR 6.0 - 12.0 Lacs P.A.

Work from Office

Full Time

It is a field job. You will have to travel within the assigned geography to meet Financial Consultantand customers.Your ability to build strong and sustainable distribution network will define your success.Your business targets will include the no. of active, successful Financial Consultants, distributionbuild up and overall premium.As a team manager, you will accompany the team of Financial Consultant on pre and post salessuch as claim settlement.Life believes in technology driven sales and you will learn new technology/Mobilityenhancements, to comply with the Sales Management Process.As a business professional you will be uphold organizational values in every action and ensurebusiness ethics and integrity. You are expected to be compliant to regulatory and statutory regulations Locations:- Pune, Mumbai, Ahmednagar, Amravati, Aurangabad, Kolhapur, Nagpur, Nasik, Solapur, Satara, Chandrapur, Dhule, Jalgaon, Latur, Nanded, Sangali

Relationship Manager - Cross Sales

Not specified

1 - 5 years

INR 5.5 - 10.0 Lacs P.A.

Work from Office

Full Time

Responsible for achieving revenue targets through cross selling {Sales of products like SIP, DMAT, INSURANCE, Trading Account, Mutual Fund, PMS, Aum} of subscription based financial products to the clients like Trading Software, Educational Products, Option trading advice and various trading & Investment products of Equity, Derivative, Options, Currency and Commodity MarketProvide Training to clients for building trading strategies, use of robotic trading software & API based auto trade executionWill be responsible for delivering Webinar and Seminar on various financial productsWill be responsible for keeping self-updated on stock market outlook and product knowledgeShould be passionate & aggressive for outbound cold calling of Seminar & Webinar inviting processShould be able to speak continuously for full dayWill be responsible for extensive travelling to branches & franchisees for delivering clients seminars & employees trainingAbility to bring innovative ideas which helps in achieving sales targetAble to handle one to one client meetings independently at clients location. Locations:- Mumbai, Pune, Ahmednagar, Aurangabad, Nagpur, Jalgaon, Amravati

Commodity Advisor - Fresher

Not specified

0 - 1 years

INR 4.0 - 5.0 Lacs P.A.

Work from Office

Full Time

Job Role:-Advising existing clients on Commodity product & Passing on research calls and engaging clients to trade into commodity.Responsibilities:Client Advisory:Provide personalized advice to existing clients on various commodity products, including precious metals, energy, and agricultural commodities.Assess clients' risk tolerance and investment objectives to recommend suitable trading strategies.Keep clients informed about market trends, news, and events that may impact their trading decisions.Research Calls and Trade Execution:Deliver timely and accurate research-based trading calls to clients.Explain the rationale behind trading calls and provide clear instructions.Engage clients to actively participate in commodity trading by facilitating trade execution.Monitor client positions and provide ongoing support.Client Relationship Management:Build and maintain strong relationships with existing clients.Provide exceptional customer service and address client inquiries promptly. Proactively identify opportunities to expand client relationships and increase trading activity.Maintain accurate client records.Market Analysis:Conduct thorough market analysis to identify trading opportunities and potential risks.Stay up-to-date on commodity market trends, economic indicators, and geopolitical events.Utilize technical and fundamental analysis to generate trading ideas.Compliance:Ensure all activities are conducted in compliance with relevant regulations and company policies.

Sales Manager - Health Agency

Not specified

0 - 2 years

INR 4.0 - 8.0 Lacs P.A.

Work from Office

Full Time

Role Description: Role incumbent is responsible for recruitment of Agents through various sources to ensure achievement of business targets. Role incumbent is responsible for execution of the organizational strategy to ensure desired business results. Role incumbent is also accountable for Training and Development of Each Agent thus recruited. Incumbent is responsible for broadening & sustaining existing business base with exploration of opportunities among the Channel Partners & by increasing organizational share in the client portfolio. Incumbent is responsible to maintain & enhance service levels provided to the clients thus ensuring sustenance of the existing business. This would be done through follow ups, coordination with other stakeholders for approvals, payouts etc. & other administrative activities for seamless working. Role incumbent is also responsible for explorations & identification of new business avenues by way of cold calling, generation of referrals or business leads & networking through agents. To identify the area of improvement & enhancing business opportunityLocations:- Mumbai- Andheri, Borivali, Goregaon, Panvel, Ghatkopar, Vashi, Kalyan

Relationship Manager - HNI Sales Stock Broking

Not specified

2 - 6 years

INR 20.0 - 22.5 Lacs P.A.

Work from Office

Full Time

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 clientsTrack the Affluent & Super Affluent Client segment in the market for new client acquisitionTo 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. Locations:- Ahemdabad, Surat, Hyderabad, Delhi, Kolkata, Chennai, Bangalore, Pune, Mumbai.

Investment Premium Manager- Stock Broking

Not specified

2 - 6 years

INR 10.0 - 15.0 Lacs P.A.

Work from Office

Full Time

The Key Account Manager 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.ROLES & RESPONSIBILITIES: -Minimum 2 A/Cs with minimum 5 Lac of Initial Margin. Min 2 SIP (Net) of 5K per month.The Key Account Manager will be responsible for bringing their existing clients and building a strong client book.Maintaining client relationships and generate AUM from preferred clients.Responsible for generating revenue from Third party product like Insurance/TGS/Edu MO/IAP/PMS/PE/IAF/FD/Bonds Etc.1Px of Other Revenue & 1Px of Broking Revenue (TPP Product targets will be divided as per overall targets)Track the Affluent & Super Affluent Client segment in the market for new client acquisitionTo research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios Locations:- Kolkata, Hyderabad, Chennai, Bangalore, Ahmedabad, Mumbai,Pune, Nagpur

Premium Investment Manager- Stock Broking

Not specified

1 - 5 years

INR 5.0 - 10.0 Lacs P.A.

Work from Office

Full Time

The Key Account Manager 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.ROLES & RESPONSIBILITIES: -Minimum 2 A/Cs with minimum 5 Lac of Initial Margin. Min 2 SIP (Net) of 5K per month.The Key Account Manager will be responsible for bringing their existing clients and building a strong client book.Maintaining client relationships and generate AUM from preferred clients.Responsible for generating revenue from Third party product like Insurance/TGS/Edu MO/IAP/PMS/PE/IAF/FD/Bonds Etc.1Px of Other Revenue & 1Px of Broking Revenue (TPP Product targets will be divided as per overall targets)Track the Affluent & Super Affluent Client segment in the market for new client acquisitionTo research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios Locations:- Hyderabad, Bangalore, Chennai, Cochin

Sales Manager- Agency

Not specified

1 - 6 years

INR 6.0 - 8.0 Lacs P.A.

Work from Office

Full Time

It is a field job. You will have to travel within the assigned geography to meet Financial Consultant and customers.Your ability to build strong and sustainable distribution network will define your success.Your business targets will include the no. of active, successful Financial Consultants, distribution build up and overall premium.As a team manager, you will accompany the team of Financial Consultant on pre and post sales such as claim settlement.Life believes in technology driven sales and you will learn new technology/Mobilityenhancements, to comply with the Sales Management Process.As a business professional you will be uphold organizational values in every action and ensure business ethics and integrity. You are expected to be compliant to regulatory and statutory regulations Locations:- Bangalore, Belgaum, Bellary, Bijapur, Davangere, Gulbarga, Hassan, Hubli, Mangalore, Mysore, Shimoga, Tumkur, Udupi

Deputy Manager - Insurance Broking

Not specified

1 - 5 years

INR 3.0 - 5.0 Lacs P.A.

Work from Office

Full Time

Implement the strategy to setup and develop the IMF Channel in the designated territory. Setup and manage a pool of10-15 Insurance Marketing Firms managing a revenue stream. Understand the IMF regulation, value proposition & registration processIndependently implement the IMF acquisition plan in the territoryo Identify potential leads and sources for prospective IMFs, coordinate with HO for referred leadso Connect with prospects & organize seminars for IMF acquisition o Ensure conversion of leads through effective pitch of IMF value propositionEnsure quality of IMFs in sync with desired profileEnable the setup of IMF of agreed prospectso Understand all regulatory requirements and manage the IMF registration process with IRDAo Oversee technology support to enrolled IMFsLocations:- Ahmedabad, Rajkot, Chennai, Vijayawada, Bangalore, Guntur, Visakhapatnam, Pune, Kolkata, Hyderabad, Gurgaon, Delhi, Yamunanagar, Meerut, Jodhpur, Agra, Nagpur

Equity Advisor- Stock Broking

Not specified

1 - 3 years

INR 6.0 - 10.0 Lacs P.A.

Work from Office

Full Time

1. Terminal handling2. Responsible to generate brokerage primarily through advising clients on their equity portfolio. 5x3. Responsible for generating revenue from Third party product. 0.5x4. NISM 8 CertificationLocations:-Hyderabad, Vishakhapatnam, Guntur, Kurnool, Vijayawada, Bangalore, Cochin, Kochi, Chennai, Nagpur, Pune, Mumbai, Ahmedabad, Surat, Baroda, Rajkot, Chandigarh, Bhopal, Indore, Dehradun, Gwalior, Patna, Delhi, Guwahati, Chandigarh, Ranchi, Trivandrum, Thrissur, Aurangabad, Ludhiana, Jaipur, Udaipur, Lucknow, Lucknow, Noida, Kolkata

Area Manager- B2B Insurance

Not specified

1 - 3 years

INR 5.0 - 7.0 Lacs P.A.

Work from Office

Full Time

Implement the strategy to setup and develop the IMF Channel in the designated territory. Setup and manage a pool of10-15 Insurance Marketing Firms managing a revenue stream. Understand the IMF regulation, value proposition & registration process Independently implement the IMF acquisition plan in the territoryo Identify potential leads and sources for prospective IMFs, coordinate with HO for referred leadso Connect with prospects & organize seminars for IMF acquisition o Ensure conversion of leads through effective pitch of IMF value proposition Ensure quality of IMFs in sync with desired profile Enable the setup of IMF of agreed prospectso Understand all regulatory requirements and manage the IMF registration process with IRDAo Oversee technology support to enrolled IMFsLocations:- Ahmedabad, Rajkot, Chennai, Vijayawada, Bangalore, Guntur, Visakhapatnam, Pune, Kolkata, Hyderabad, Gurgaon, Delhi, Yamunanagar, Meerut, Jodhpur, Agra, Nagpur

Area Manager - Broking

Not specified

1 - 4 years

INR 7.0 - 12.0 Lacs P.A.

Work from Office

Full Time

Implement the strategy to setup and develop the IMF Channel in the designated territory. Setup and manage a pool of10-15 Insurance Marketing Firms managing a revenue stream. Understand the IMF regulation, value proposition & registration processIndependently implement the IMF acquisition plan in the territoryo Identify potential leads and sources for prospective IMFs, coordinate with HO for referred leadso Connect with prospects & organize seminars for IMF acquisition o Ensure conversion of leads through effective pitch of IMF value propositionEnsure quality of IMFs in sync with desired profileEnable the setup of IMF of agreed prospectso Understand all regulatory requirements and manage the IMF registration process with IRDAo Oversee technology support to enrolled IMFsLocations:-

Sales Manager- Agency

Not specified

1 - 6 years

INR 6.0 - 10.0 Lacs P.A.

Work from Office

Full Time

It is a field job. You will have to travel within the assigned geography to meet Financial Consultant and customers.Your ability to build strong and sustainable distribution network will define your success.Your business targets will include the no. of active, successful Financial Consultants, distribution build up and overall premium.As a team manager, you will accompany the team of Financial Consultant on pre and post sales such as claim settlement.Life believes in technology driven sales and you will learn new technology/Mobilityenhancements, to comply with the Sales Management Process.As a business professional you will be uphold organizational values in every action and ensure business ethics and integrity. You are expected to be compliant to regulatory and statutory regulations Locations:- Hyderabad, Anantapur, Cuddapah, Eluru, Guntur, Khammam, Karimnagar, Mehabubnagar, Nellore, Nizamabad, Ongole, Rajahmundry, Srikakulam, Tirupathi, Vijayawada, Vishakhapatnam, Vizianagaram, Warangal, Sikandarabad

Sales Manager- Agency

Not specified

1 - 6 years

INR 6.0 - 10.0 Lacs P.A.

Work from Office

Full Time

It is a field job. You will have to travel within the assigned geography to meet Financial Consultant and customers.Your ability to build strong and sustainable distribution network will define your success.Your business targets will include the no. of active, successful Financial Consultants, distribution build up and overall premium.As a team manager, you will accompany the team of Financial Consultant on pre and post sales such as claim settlement.Life believes in technology driven sales and you will learn new technology/Mobilityenhancements, to comply with the Sales Management Process.As a business professional you will be uphold organizational values in every action and ensure business ethics and integrity. You are expected to be compliant to regulatory and statutory regulations Locations:- Barddhaman, Kolkata, Lucknow, Gangtok, Ranchi, Bhavnagar, Godhra, Mahesana, Valsad, Patna, Guwahati, Dibrugarh

Banca Channel Professional

Not specified

1 - 5 years

INR 4.5 - 5.0 Lacs P.A.

Work from Office

Full Time

Banca Channel- North RegionYou will have to meet within the assigned location to meet channel partner teams and customers.You will be evaluated on your ability to meet the business targets (Top line, Persistency, Product mix) by collaborating with and driving channel partners. You will also accompany the channel partner teams on pre and post sales such as claim settlement. Company believes in technology driven sales and you will learn new technology/Mobility enhancements, to comply with the Sales Management Process. As a business professional you will uphold organizational values in every action and ensure business ethics and integrity. You are expected to be compliant to regulatory and statutory regulations.Locations:- Gurgaon, Faridabad, Delhi { Dwarka Express Way, Sec 113 , Janakpuri, Vasant Kunj, Chanakya Puri, Chawri Bazar, Daryaganj, Rajinder Place, West Delhi, East Delhi, South Delhi }, Saharanpur, Rishikesh, Ghaziabad RCD, Meerut, Ludhiana, Ladwa, Jhandewalan, Guwahati, Agartala, Bhuvneshwar, Amritsar, Chandigarh, Panchkula, Mohali, Khanna Ludhiana, Noida

Relationship Manager- Stock Broking

Not specified

1 - 3 years

INR 6.0 - 8.0 Lacs P.A.

Work from Office

Full Time

Responsible for achieving revenue targets through cross selling {Sales of products like SIP, DMAT, INSURANCE, Trading Account, Mutual Fund, PMS, Aum} of subscription based financial products to the clients like Trading Software, Educational Products, Option trading advice and various trading & Investment products of Equity, Derivative, Options, Currency and Commodity MarketProvide Training to clients for building trading strategies, use of robotic trading software & API based auto trade executionWill be responsible for delivering Webinar and Seminar on various financial productsWill be responsible for keeping self-updated on stock market outlook and product knowledgeShould be passionate & aggressive for outbound cold calling of Seminar & Webinar inviting processShould be able to speak continuously for full dayWill be responsible for extensive travelling to branches & franchisees for delivering clients seminars & employees trainingAbility to bring innovative ideas which helps in achieving sales targetAble to handle one to one client meetings independently at clients location. Locations:- Kolkata, Guwahati

Sales Manager- Cross Sales

Not specified

1 - 3 years

INR 5.5 - 7.0 Lacs P.A.

Work from Office

Full Time

Responsible for achieving revenue targets through cross selling {Sales of products like SIP, DMAT, INSURANCE, Trading Account, Mutual Fund, PMS, Aum} of subscription based financial products to the clients like Trading Software, Educational Products, Option trading advice and various trading & Investment products of Equity, Derivative, Options, Currency and Commodity MarketProvide Training to clients for building trading strategies, use of robotic trading software & API based auto trade executionWill be responsible for delivering Webinar and Seminar on various financial productsWill be responsible for keeping self-updated on stock market outlook and product knowledgeShould be passionate & aggressive for outbound cold calling of Seminar & Webinar inviting processShould be able to speak continuously for full dayWill be responsible for extensive travelling to branches & franchisees for delivering clients seminars & employees trainingAbility to bring innovative ideas which helps in achieving sales targetAble to handle one to one client meetings independently at clients location. Locations:- Lucknow, Kanpur, Agra, Varanasi, Meerut, Allahabad, Prayagraj

Relationship Manager- Stock Broking

Not specified

1 - 4 years

INR 6.0 - 8.0 Lacs P.A.

Work from Office

Full Time

Responsible for achieving revenue targets through cross selling {Sales of products like SIP, DMAT, INSURANCE, Trading Account, Mutual Fund, PMS, Aum} of subscription based financial products to the clients like Trading Software, Educational Products, Option trading advice and various trading & Investment products of Equity, Derivative, Options, Currency and Commodity MarketProvide Training to clients for building trading strategies, use of robotic trading software & API based auto trade executionWill be responsible for delivering Webinar and Seminar on various financial productsWill be responsible for keeping self-updated on stock market outlook and product knowledgeShould be passionate & aggressive for outbound cold calling of Seminar & Webinar inviting processShould be able to speak continuously for full dayWill be responsible for extensive travelling to branches & franchisees for delivering clients seminars & employees trainingAbility to bring innovative ideas which helps in achieving sales targetAble to handle one to one client meetings independently at clients location. Locations:- Ahmedabad, Surat, Rajkot, Baroda

Sales Manager - Agency

Not specified

1 - 6 years

INR 6.0 - 7.0 Lacs P.A.

Work from Office

Full Time

It is a field job. You will have to travel within the assigned geography to meet Financial Consultant and customers.Your ability to build strong and sustainable distribution network will define your success.Your business targets will include the no. of active, successful Financial Consultants, distribution build up and overall premium.As a team manager, you will accompany the team of Financial Consultant on pre and post sales such as claim settlement.Life believes in technology driven sales and you will learn new technology/Mobilityenhancements, to comply with the Sales Management Process.As a business professional you will be uphold organizational values in every action and ensure business ethics and integrity. You are expected to be compliant to regulatory and statutory regulations.Locations:- RAIPUR, BILASPUR, DURG, Korba, Rajnandgaon.

Relationship Manager- Stock Broking

Not specified

1 - 4 years

INR 6.0 - 10.0 Lacs P.A.

Work from Office

Full Time

Responsible for achieving revenue targets through cross selling {Sales of products like SIP, DMAT, INSURANCE, Trading Account, Mutual Fund, PMS, Aum} of subscription based financial products to the clients like Trading Software, Educational Products, Option trading advice and various trading & Investment products of Equity, Derivative, Options, Currency and Commodity MarketProvide Training to clients for building trading strategies, use of robotic trading software & API based auto trade executionWill be responsible for delivering Webinar and Seminar on various financial productsWill be responsible for keeping self-updated on stock market outlook and product knowledgeShould be passionate & aggressive for outbound cold calling of Seminar & Webinar inviting processShould be able to speak continuously for full dayWill be responsible for extensive travelling to branches & franchisees for delivering clients seminars & employees trainingAbility to bring innovative ideas which helps in achieving sales targetAble to handle one to one client meetings independently at clients location. Locations:- Kolkata, Guwahati

Sales Manager- Agency

Not specified

1 - 6 years

INR 6.0 - 10.0 Lacs P.A.

Work from Office

Full Time

It is a field job. You will have to travel within the assigned geography to meet Financial Consultant and customers.Your ability to build strong and sustainable distribution network will define your success.Your business targets will include the no. of active, successful Financial Consultants, distribution build up and overall premium.As a team manager, you will accompany the team of Financial Consultant on pre and post sales such as claim settlement.Life believes in technology driven sales and you will learn new technology/Mobilityenhancements, to comply with the Sales Management Process.As a business professional you will be uphold organizational values in every action and ensure business ethics and integrity. You are expected to be compliant to regulatory and statutory regulations Locations:- Chennai, Coimbatore, Dindigul, Hosur, Kancheepuram, Nagercooil, Madurai, Pondicherry, Salem, Tanjavur, Tirunelveli, Trichi, Vellore,

Relationship Manager- Stock Broking

Not specified

1 - 5 years

INR 6.0 - 8.0 Lacs P.A.

Work from Office

Full Time

Responsible for achieving revenue targets through cross selling {Sales of products like SIP, DMAT, INSURANCE, Trading Account, Mutual Fund, PMS, Aum} of subscription based financial products to the clients like Trading Software, Educational Products, Option trading advice and various trading & Investment products of Equity, Derivative, Options, Currency and Commodity MarketProvide Training to clients for building trading strategies, use of robotic trading software & API based auto trade executionWill be responsible for delivering Webinar and Seminar on various financial productsWill be responsible for keeping self-updated on stock market outlook and product knowledgeShould be passionate & aggressive for outbound cold calling of Seminar & Webinar inviting processShould be able to speak continuously for full dayWill be responsible for extensive travelling to branches & franchisees for delivering clients seminars & employees trainingAbility to bring innovative ideas which helps in achieving sales targetAble to handle one to one client meetings independently at clients location. Locations:- Delhi, Noida, Gurugram, Chandigarh, Ludhiana.

Sales Manager- Agency

Not specified

1 - 6 years

INR 6.0 - 10.0 Lacs P.A.

Work from Office

Full Time

It is a field job. You will have to travel within the assigned geography to meet Financial Consultant and customers.Your ability to build strong and sustainable distribution network will define your success.Your business targets will include the no. of active, successful Financial Consultants, distribution build up and overall premium.As a team manager, you will accompany the team of Financial Consultant on pre and post sales such as claim settlement.Life believes in technology driven sales and you will learn new technology/Mobilityenhancements, to comply with the Sales Management Process.As a business professional you will be uphold organizational values in every action and ensure business ethics and integrity. You are expected to be compliant to regulatory and statutory regulations Locations:- Alappuzha, Calicut, Kannur, Kochin, Kollam, Kasaragod, Kottayam, Kottarakkara, Kodungalloor, Malappuram, Muvattupuzha, Palakkad, Pathanamthitta, Thalassery, Thiruvalla, Thrissur, Trivandrum

Sales Officer

Not specified

0 - 1 years

INR 2.5 - 3.0 Lacs P.A.

Work from Office

Full Time

JOB SUMMARYDirect customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided bycompany (called the Book of Relations- BoR).KEY RESPONSIBILITIESService through relationship managementEstablishing and strengthening relationship with the allocated customerbase.Ensure retention of customers in his/her allocated Book of Relations(existing customer database).Act as single point of contact for customers for any customerquery/complaint.Identify financial goals of customers and providing financial planningassistance.Competition Analysis for giving professional advice to customerFix self appointments everyday from the given customer database as per thecampaign Sales Focus on cross-sell & up-sell opportunity in allocated customers.Ensure successful completion of licensing as per MLI standardsLocations:- Mumbai, Pune, Pimpri Chinchwad, Jaipur, Panjim, Nanded, Jodhpur, Belgaum, Indore, Jaipur, Ahmedabad, Surat, Baroda, Rajkot, Noida, Haridwar, Dehradun, Guwahati, Kolkata, Burdwan, Asansol, Gwalior, Lucknow, Patna, Bokaro, Jamshedpur, Cuttack, Bhubaneswar, Balasore, Mathura, Aligarh, Ghaziabad, Delhi, gurugram

Sales Officer Fresher - Insurance

Not specified

0 - 1 years

INR 2.5 - 4.0 Lacs P.A.

Work from Office

Full Time

JOB SUMMARYDirect customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided bycompany (called the Book of Relations- BoR).KEY RESPONSIBILITIESService through relationship managementEstablishing and strengthening relationship with the allocated customerbase.Ensure retention of customers in his/her allocated Book of Relations(existing customer database).Act as single point of contact for customers for any customerquery/complaint.Identify financial goals of customers and providing financial planningassistance.Competition Analysis for giving professional advice to customerFix self appointments everyday from the given customer database as per thecampaignSalesFocus on cross-sell & up-sell opportunity in allocated customers.Ensure successful completion of licensing as per MLI standardsLocations:- Mumbai, Pune, Pimpri Chinchwad, Jaipur, Panjim, Nanded, Jodhpur, Belgaum, Indore, Jaipur, Ahmedabad, Surat, Baroda, Rajkot, Noida, Haridwar, Dehradun, Guwahati, Kolkata, Burdwan, Asansol, Gwalior, Lucknow, Patna, Bokaro, Jamshedpur, Cuttack, Bhubaneswar, Balasore, Mathura, Aligarh, Ghaziabad, Delhi, gurugram

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Recruitment/Staffing

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