Broking Sales-Kolkata(DN)

9 hours ago


Kolkata, West Bengal, India Kotak Mahindra Bank Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year
Description

Department: Broking Channel

Designation: Branch Sales - RM

Grade: E1/ E2 – Assistant Manager OR Deputy Manager

Years of Exp: 1 to 4 yrs

Reporting to: M3/M4

Location: Kolkata

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

Skills & Knowledge

  1. Graduate / Post graduate with 1 – 4 yrs exp in direct selling of financial products from any financial services industry.
  2. Should have good communication & presentation skills.
  3. May have good existing client relationships in the market.
  4. Should be a self-starter, proactive & target oriented.
  5. Should possess strong networking & relationship building skills


  • Kolkata, West Bengal, India CHOLA MS GENERAL INSURANCE Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Roles and ResponsibilitiesStay updated with industry trends and regulatory changes to provide accurate guidance to customers.Meet sales targets set by the company while maintaining high levels of customer satisfaction.Develop new business opportunities by identifying potential clients and expanding existing customer base.Provide expert advice on various...


  • Kolkata, West Bengal, India Kotak Mahindra Bank Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

    DescriptionDepartment: Broking channelDesignation: Branch Dealer Grade: E1 or E2 – Assistant Manager OR Deputy ManagerYears of Exp: 1 to 4 yrsReporting to: M3/M4Location: KolkataRoleResponsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for...


  • Kolkata, West Bengal, India BIGHNESH CORPORATION Full time ₹ 90,000 - ₹ 15,00,000 per year

    Job Location : DubaiPosition : Real Estate Sales ManagerExperience : 1 YearQualifications : GraduateIndustry : Real Estate Broking HouseJoining : As soon as possibleNote - Must be local person from dubaiSkills :Must be good in english and presentableMust have sales experience in real estate developing or broking houseMust generate leadMust do customer...


  • Kolkata, West Bengal, India Kotak Mahindra Bank Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    DescriptionDepartment: Broking ChannelDesignation: Branch Sales - RMGrade: E1/ E2 – Assistant Manager OR Deputy ManagerYears of Exp: 1 to 4 yrsReporting to: M3/M4 Location:  Shrirampur Roles:Responsible for new client acquisition, building new relationships and deepening relationships with the existing clientsWill be responsible for primarily selling...

  • Service Executive

    5 days ago


    Kolkata, West Bengal, India Dv Insurance Broking Pvt Full time ₹ 88,000 - ₹ 1,50,000 per year

    Position: Service ExecutiveCompany: DV Insurance Broking Pvt. Ltd.Location: Bhawanipur, KolkataSalary: ₹9,000/- per month________________________________________________________________________________Job Responsibilities:Perform accurate data entry and maintain proper records.Conduct on-field client visits for document collection and client...


  • Kolkata, West Bengal, India BajajCapital Insurance Broking Ltd. Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionBajaj Capital Insurance Broking Limited (BCIBL), established in 2004 under the Companies Act, is a licensed insurance broker authorized by the Insurance Regulatory and Development Authority (IRDA). Serving over six lakh clients, BCIBL is a leading platform for comparing, purchasing, and managing a wide range of life and general insurance...


  • Kolkata, West Bengal, India PluginLive Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    Job Title:Relationship Manager- Bank Channel (Sales)Company:Centrum Broking LimitedLocation:Chennai | Bangalore | Hyderabad | Ahmedabad | Rajkot | Delhi | Kolkata | DurgapurExperience:2- 5 years in Capital Markets / Financial ServicesCompensation:INR 4-8 LPA (Depending on experience)Joining:Immediate joiners preferred (Notice period buyouts open)About...


  • Kolkata, West Bengal, India JRK Stock Broking Full time ₹ 2,00,000 - ₹ 12,00,000 per year

    Make outbound calls to clients and channel partners from given database.Explaining Mutual Funds, Bonds, etcAddressing queriesMaintain records of calls, follow-ups, and outcomes in the CRM system.Meet monthly sales and conversion targets.Provident fundEmployee state insuranceLeave encashmentAnnual bonus

  • Channel Manager

    5 days ago


    Kolkata, West Bengal, India Chola Securities Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Position:Channel Manager- Partner AlliancesLocation:Kolkata, Mumbai, Delhi, Hyderabad and BangaloreExperience:Minimum 1-5 years in a similar roleJob Summary:We are looking for a results-driven Partner Alliance Manager to drive business growth by acquiring and managing franchisees, DIGI partners, and remisier networks. The role focuses on developing strong...


  • Kolkata, West Bengal, India KG Engineering & Consultancy Full time ₹ 2,50,000 - ₹ 6,00,000 per year

    Job Title: Relationship ManagerLocation: KolkataExperience: Minimum 1.5 yearsQualification: GraduationRoles & Responsibilities:New client acquisition drive for opening new Demat & generating brokerage on Demat accounts.Selling investment products like Mutual Funds. SIP, PMS & Insurance.Cold calling and meeting customers on a regular basis.Conducting local...