189

Financial Services Sales Jobs in India

Filters

Hiring For Sales Officer

Rojgari Placements Pvt. Ltd

  • 1 yrs
  • 2.5 Lac/Yr
  • Amravati Nagpur
Field Sales Direct Sales Target Achievement Sales Financial Services
Job ResponsibilitiesGenerate new business leads through field visits, referrals, and customer interactions.Promote and sell financial products such as loans, credit cards, insurance, and other banking-related services.Build and maintain strong relationships with customers.Achieve monthly sales targets and business objectives.Identify customer needs and recommend suitable financial products.Follow up with prospective customers and convert leads into sales.Collect and verify customer documents as per company policies.Coordinate with internal teams to ensure smooth application processing.Maintain daily sales reports and update customer information.Ensure compliance with company policies and regulatory guidelines.intrested candidate than contact on : 9033526313
View all details
  • 5 - 11 yrs
  • Ahmedabad
Business Loan Working Capital Finance Financial Services Sales Loan Manager Regional Sales BFSI Nbfc
Key Responsibilities Drive PAN-India sales and business development for Business Loans and Working Capital Finance. Generate business through self-sourcing, open-market acquisition, referrals, DSA/CA networks, and other channels. Identify and acquire MSME/SME customers, business owners, traders, and entrepreneurs. Understand customer business requirements and recommend suitable financing solutions. Handle the complete sales cycle from lead generation, customer meetings, application sourcing, documentation, coordination, and disbursement. Build and maintain strong relationships with customers, DSAs, CAs, and other referral/channel partners. Develop new markets and business opportunities across different regions of India. Maintain a healthy sales pipeline and consistently achieve individual business and disbursement targets. Coordinate with internal credit, operations, and other teams to ensure smooth processing and closure of cases. Ensure proper follow-up with customers and channel partners until successful disbursement. Required Skills & Experience Minimum 6 years of experience in BFSI / Banking / NBFC / Financial Services sales. Strong hands-on experience in Business Loans and Working Capital Finance is mandatory. Experience in MSME/SME lending and business customer acquisition. Strong exposure to field sales, self-sourcing, and open-market acquisition. Experience working with DSAs, CAs, referral partners, or other sourcing channels. Good understanding of business loan products, working capital requirements, and the lending process. Strong communication, negotiation, relationship-building, and sales skills. Proven ability to independently generate and convert business. Willingness to travel across India as required. Willingness to relocate to Ahmedabad is mandatory.
View all details
  • 0 - 2 yrs
  • 3.8 Lac/Yr
  • Durgapur
Banking Regulations Cross-Selling Financial Products Knowledge Fraud Prevention Teamwork Microsoft Office Risk Management Customer Service Problem Solving Compliance Financial Analysis Negotiation Loan Processing Data Entry Sales Communication Skills Account Management
Axis Bank - Branch Banking ExecutiveDesignation: Branch Banking Executive / Branch ExecutiveDepartment: Branch BankingEmployment: Full-timeExperience: Freshers and experienced candidates may be considered depending on the opening.Key ResponsibilitiesHandle customers visiting the branch and resolve banking queries.Assist with Savings/Current Account opening, KYC and account maintenance.Support customers with debit cards, cheque books, Internet Banking and Mobile Banking.Explain and promote banking products such as CASA, FD/RD, Credit Cards, Loans and Insurance, depending on the assigned role.Generate leads and acquire new customers through referrals and customer visits.Maintain existing customer relationships.Process customer service requests within prescribed timelines.Maintain proper documentation and follow KYC, compliance and risk-management requirements.Coordinate with branch teams and maintain daily activity/business reports. Typical EligibilityQualification: Graduate in any discipline.Freshers: Can be eligible for certain Axis Bank entry-level programs.Skills: Good communication, customer handling, basic banking knowledge and sales orientation.For Axis Bank's Sales Academy, the current stated criteria include graduation with at least 50%, age 21-28, and for that specific program a driving licence and two-wheeler access.
View all details
  • 0 - 5 yrs
  • Patna
Insurance Sales Insurance Marketing Insurance Life Insurance Customer Service Financial Planning Skills General Insurance
Position: Life MitraIndustry: Life Insurance / Financial ServicesCompany: SBI Life InsuranceLocation: PatnaEmployment Type: Business Opportunity / Insurance Sales### About the RoleAs a Life Mitra, you will help individuals and families understand their life insurance and financial protection needs and assist them in choosing suitable SBI Life insurance solutions.This role is suitable for people who enjoy meeting customers, building relationships, sales, and financial awareness.Key Responsibilities* Identify and develop new customers through personal networking, referrals and local outreach.* Understand customers' financial protection and insurance requirements.* Explain relevant SBI Life insurance products in simple language.* Assist customers throughout the policy application and documentation process.* Maintain regular communication and relationships with existing customers.* Generate leads and follow up with prospective customers.* Work towards assigned business and activity targets.* Participate in customer meetings, awareness activities and promotional campaigns.* Provide appropriate after-sales support and coordinate with the company/branch when required.* Follow applicable company policies, regulatory requirements and ethical sales practices.Who Can Apply?* Freshers and experienced candidates can apply.* Good communication and interpersonal skills.* Interest in sales, insurance, and financial services.* Ability to build relationships and generate leads.* Local-area knowledge and a strong personal network can be an advantage.* Basic smartphone and digital communication skills.Earning Opportunity* Earnings are linked to the business generated and the applicable commission/incentive structure.* Income can increase with customer acquisition, premium generation, and renewal business.* Suitable for individuals looking to build a long-term career/business in life insurance and financial services.Why Consider This Opportunity? SBI Life brand association Opportunity to build your own customer network Flexible field-based working Suitable for freshers as well as experienced sales professionals Performance-linked earning potential Opportunity to develop skills in insurance and financial servicesInterested candidates can contact: 7519216365 Patna
View all details

Get Personalized Job Matches

Based on your experience, skills, interests, and career goals to help you find the most relevant opportunities faster. Register Now!

Hiring Freshers || Sales Consultant

Quick Mobility Technology LLP

  • 0 - 2 yrs
  • 1.5 Lac/Yr
  • Indore
Cold Calling Convincing Power Negotiation Skills Financial Services Sales
We are looking for a Sales Advisor to join our team in Indore. This role involves assisting customers, promoting products, and driving sales in a friendly and professional manner. Ideal candidates are energetic and eager to learn.Key Responsibilities:- Customer Assistance: Greet and assist customers in a welcoming way, helping them find the products they need.- Product Promotion: Understand the features of our products and effectively communicate their benefits to customers to encourage sales.- Sales Targets: Work towards achieving individual and team sales targets, demonstrating a proactive approach to meet goals.- Record Keeping: Maintain accurate records of sales, customer interactions, and follow-ups to ensure excellent service and performance tracking.Required Skills and Expectations:The ideal candidate should possess strong communication skills to interact effectively with customers. A friendly and enthusiastic personality is essential for creating a positive shopping experience. Candidates should be comfortable working in a team and possess basic problem-solving skills. A willingness to learn and adapt in a fast-paced retail environment is crucial for success in this role. Being punctual and demonstrating a strong work ethic are also expected. A minimum educational qualification of 12th grade is required, and prior experience is preferred but not mandatory, making this an excellent opportunity for recent graduates looking to start their career in sales.
View all details
  • 0 - 3 yrs
  • 2.5 Lac/Yr
  • Ajwa Road Vadodara
Sales Showroom Sales Executive Retail Sales Corporate Sales Cold Calling Negotiation Skills Convincing Power Direct Sales Direct Marketing Channel Sales Financial Services Sales
As a Sales Advisor, you will play a key role in helping customers find the right products for their needs. This full-time position requires you to work from our office located on Ajwa Road, Vadodara. Whether you are just starting your career or have some prior experience, we welcome applicants with a minimum education of 10th grade. Your main responsibilities will include engaging with customers to understand their requirements and presenting the best solutions. You will provide product information, answer queries, and assist in making sales. Building strong relationships with customers is essential, so you will need to ensure they have a positive shopping experience.Additionally, you will keep track of inventory and report on sales figures to help the team meet targets. Participating in team meetings to share insights and discuss strategies is also part of your role.We expect you to have strong communication skills and a friendly demeanor to connect with customers effectively. Basic computer skills are necessary for handling sales transactions and maintaining records. A willingness to learn and adapt in a fast-paced environment will help you succeed in this role. Overall, we are looking for a motivated individual who is eager to grow in the sales field while providing excellent service to our customers.
View all details
  • Fresher
  • 4.3 Lac/Yr
  • Jorhat
Operations Management Strategic Planning Leadership Risk Management Sales and Marketing Vendor Management Financial Management Hospitality Management Revenue Management Event Planning Inventory Management Conflict Resolution Guest Relations Customer Service Quality Control Team Building Budgeting Problem Solving Staff Training Communication
We are looking for a Hotel General Manager in Jorhat, Assam. This role is perfect for freshers who are ready to lead and manage a hotel environment. You'll be responsible for ensuring guests have an enjoyable stay and that all operations run smoothly.Key Responsibilities:1. Oversee daily operations: Manage all aspects of hotel operations, from front desk to housekeeping, ensuring efficient services and a positive guest experience.2. Staff management: Recruit, train, and lead hotel staff, creating a motivated and effective team that delivers exceptional service.3. Financial management: Monitor budgets and expenses, ensuring financial targets are met while maintaining high-quality services.4. Customer service: Address guest inquiries and complaints promptly, aiming to resolve issues and enhance customer satisfaction.5. Strategy development: Create and implement marketing strategies to attract guests and increase occupancy rates.Required Skills and Expectations:The ideal candidate should have strong leadership skills and be a good communicator. A keen eye for detail is important to maintain high standards throughout the hotel. You should be enthusiastic, able to deal with pressure, and ready to work in a fast-paced environment. Demonstrating problem-solving abilities and a genuine passion for hospitality will be essential for success in this role. A high school diploma is required, and a willingness to learn and grow within the hotel industry is essential for freshers.
View all details
  • 1 - 6 yrs
  • 3.5 Lac/Yr
  • Gurgaon
Sales Financial Services Loan Loan Products Loan Sales
Job Description - Field Sales ExecutiveIndustry: Loan / Financial ServicesExperience: 1-3 YearsGender: Male / FemaleJob Type: Full-TimeResponsibilities: Generate leads and acquire new customers for loan products. Conduct field visits and meet potential customers. Explain loan products, eligibility, and documentation requirements. Follow up with leads and maintain customer relationships. Achieve assigned sales targets.Requirements: 1-3 years of experience in field sales, preferably in the loan/finance industry. Good communication and convincing skills. Comfortable with field work and local travel. Target-oriented and self-motivated. Male/Female candidates can apply.
View all details
  • 1 - 5 yrs
  • 5.0 Lac/Yr
  • Ludhiana
Insurance Products Banca Bancassurance Cross-Selling Performance Tracking Financial Services Lead Generation Presentation Skills Problem Solving Goal Setting Retail Banking
A Bancassurance Sales Manager drives insurance product sales through banking partner networks by managing partner relationships, hitting revenue targets, and training bank staff. Role OverviewBancassurance involves selling insurance policies life insurance through a partner banks branch network. As a Sales Manager, you act as the bridge between the insurance company and the partner bank. Key Responsibilities Relationship Management: Build strong, daily working bonds with bank branch managers, tellers, and relationship officers to promote insurance offerings. Sales Target Achievement: Drive cross-selling and up-selling of insurance policies to the banks existing and walk-in customer base to meet monthly and annual business goals. Staff Training: Train bank employees on insurance products, sales pitches, and regulatory guidelines so they can confidently recommend policies. Lead Conversion: Assist bank staff in closing high-value sales, conducting joint client meetings, and processing customer leads efficiently. Operations and Service Support: Coordinate with internal operations teams to ensure smooth policy issuance, renewals, and claims registration for bank clients. Requirements and Qualifications Education: A bachelor's degree in any discipline (an MBA in marketing or finance is often preferred). Experience: 1 to 6 years of proven experience in Life Insurance) sales, specifically in bancassurance or life insurance. Skills: Strong communication, negotiation, interpersonal abilities, and comfort working toward strict sales metrics.
View all details

Life Insurance Advisor Fresher

Life Insurance Corporation of India

  • 0 - 3 yrs
  • 5.0 Lac/Yr
  • Madurai
Good Communication Skills Problem Analysis Financial Consultancy Financial Planning Skills Customer Service Insurance Sales Insurance Marketing Life Insurance Insurance
As a Life Insurance Advisor, you will help individuals and families secure their financial future by providing them with suitable life insurance products. This role is part-time and can be done from the comfort of your home, making it ideal for those seeking flexibility in their work hours.Key Responsibilities:- Client Consultation: Engage with clients to understand their insurance needs and financial goals, ensuring you provide tailored solutions that fit their circumstances.- Product Knowledge: Stay updated on various life insurance policies and products to effectively explain options and benefits to clients, enabling informed decision-making.- Sales and Marketing: Actively promote life insurance products through various marketing channels, leveraging personal networks to reach potential clients.- Policy Management: Assist clients in filling out applications and managing their policies, ensuring they have a seamless experience from start to finish.- Follow-Up: Maintain ongoing communication with clients, providing them with updates and asking for referrals to expand your client base.Required Skills and Expectations:Candidates should have a minimum education level of 12th grade. Strong communication skills are essential, as you will be interacting with clients frequently. Basic computer skills are necessary for handling online applications and communications. A knack for sales and marketing will be beneficial, along with a positive attitude and willingness to learn about the insurance industry. Enthusiasm for helping clients achieve financial security is crucial to your success in this role.
View all details
  • 0 - 6 yrs
  • 6.0 Lac/Yr
  • Female
  • New Chandigarh
Direct Marketing Corporate Sales Retail Sales Cold Calling Negotiation Skills Direct Sales Good Communication Attractive Personality Financial Services Sales Channel Sales Convincing Power Calling
We are looking for a motivated Sales Consultant to join our real estate team. The ideal candidate will help clients find their perfect property while building strong relationships.Key Responsibilities:- Client Interaction: Engage with potential buyers to understand their property needs and preferences, ensuring a personalized experience.- Property Showings: Schedule and conduct virtual or in-person property tours, providing detailed information and answering any questions from clients.- Market Research: Stay updated on the local real estate market trends to give informed advice, helping clients make wise property decisions.- Lead Generation: Actively seek new clients through networking and marketing efforts, contributing to the growth of the sales pipeline.- Documentation Support: Assist clients with necessary paperwork, ensuring all transactions are processed smoothly and efficiently.- Follow-Up Communication: Maintain regular contact with clients after initial meetings to nurture relationships and assist with any ongoing queries.Required Skills and Expectations:Successful candidates will possess strong communication skills, both written and verbal, to effectively convey information to clients. A good understanding of the real estate market and basic sales techniques is highly beneficial. Candidates should be comfortable using technology and online platforms for client interactions, as this job is primarily work from home. A pleasant and professional demeanor is essential, as is the ability to work independently and manage time efficiently. We welcome applicants with 0 to 6 years of experience, and a high school diploma is required.
View all details
  • 0 - 1 yrs
  • 1.3 Lac/Yr
  • Musrigharari Samastipur
Direct Marketing Corporate Sales Direct Sales Retail Sales Financial Services Sales Database Marketing
As a Sales Advisor, you will play a key role in helping customers find the right products and ensuring a positive shopping experience. Your primary focus will be on driving sales and providing excellent service to all customers.Key Responsibilities:- Assist Customers: Help customers understand product features and benefits, guiding them to choose the best options for their needs.- Sales Transactions: Process sales transactions accurately and efficiently, ensuring that all payments and receipts are handled correctly.- Product Knowledge: Stay updated on the latest products and promotions to offer informed recommendations to customers.- Customer Relationship: Build and maintain strong relationships with customers, addressing any concerns or feedback they may have.- Team Collaboration: Work closely with team members to achieve sales targets and improve customer satisfaction.- Store Maintenance: Ensure the sales area is clean, organized, and stocked with merchandise, creating a welcoming environment for customers.Required skills and expectations include:- A minimum of a 12th-grade education with a focus on communication and interpersonal skills. - An enthusiastic and friendly demeanor to connect with customers effectively.- Basic knowledge of sales principles and customer service techniques.- Ability to work in a fast-paced environment, managing multiple tasks efficiently.- A willingness to learn and adapt to new products and sales strategies.- Strong commitment to teamwork and collaboration in achieving common goals. This role is suitable for males who are eager to start their careers in sales and customer service.
View all details
  • 0 - 2 yrs
  • Hamirpur
Financial Planning Skills General Insurance Insurance Sales Insurance Marketing Life Insurance Customer Service Insurance
We are looking for a dedicated Life Insurance Advisor to join our team in Hamirpur. This role is suitable for individuals with 0 to 2 years of experience and a minimum educational qualification of 12th pass. The job allows you to work from home, making it flexible and convenient.Key Responsibilities:- Client Engagement: Connect with potential clients to understand their life insurance needs and provide appropriate solutions.- Policy Recommendations: Analyze clients' financial situations and recommend suitable life insurance policies that cater to their requirements.- Sales Growth: Actively pursue leads and follow up with prospects to achieve sales targets and contribute to overall business growth.- Customer Education: Educate clients about the benefits of life insurance and ensure they understand various policy options available.- Documentation Handling: Assist clients with the necessary paperwork required for policy applications and renewals, ensuring accuracy and compliance.Required Skills and Expectations:- Strong communication skills are essential to build rapport with clients and explain complex insurance concepts in a simple manner.- A self-motivated and goal-oriented attitude is important for achieving sales targets and driving personal success.- Basic computer skills are required to manage paperwork and client databases effectively.- A commitment to providing excellent customer service, ensuring clients feel valued and informed throughout the process.- Willingness to learn and adapt to the evolving insurance market and products is crucial for success in this role.
View all details

Finance Analyst - Nashik

Impact Hr & Km Solutions

  • 1 - 2 yrs
  • 3.0 Lac/Yr
  • Nashik
Core Financial Knowledge Financial Services Financial Planning Finance Financial Services Sales Financial Reporting Retail Analytics Investment Analysis
Key ResponsibilitiesFinancial Modeling: Develop, maintain, and update complex financial models to forecast revenue, operational expenses (OpEx), and capital expenditures (CapEx).Budgeting & Forecasting: Assist in the annual budgeting process and monthly/quarterly rolling forecasting cycles across different departments.Variance Analysis: Conduct regular variance analysis comparing actual financial results against budgeted and forecasted targets, identifying root causes for discrepancies.Performance Reporting: Prepare monthly management discussion and analysis (MD&A) reports, executive dashboards, and financial decks for senior leadership.Cost & Profitability Analysis: Analyze product margins, operational costs, supply chain efficiencies, and inventory valuation to identify profit leaks.Market & Competitor Research: Track industry benchmarks, market trends, and competitor financial data to identify business risks and growth opportunities.Capital Budgeting: Evaluate potential business investments, project expansions, or equipment purchases using metrics like NPV (Net Present Value), IRR (Internal Rate of Return), and Payback Period.
View all details

Financial Service Associate (Fresher)

Fastline Recruitment Services

  • Fresher
  • 2.8 Lac/Yr
  • Berhampur
Field Sales Banking
We are looking for a motivated Financial Service Associate to join our team in Berhampur. This full-time position is open to male candidates, including fresh graduates who are eager to start their careers in finance.Key Responsibilities:- Customer Service Support: Assist clients by answering their questions about financial products and services while ensuring a positive experience.- Account Management: Help clients with their accounts, including opening new accounts and providing updates on existing ones to maintain strong client relationships.- Financial Analysis: Analyze clients' financial needs and recommend suitable products or services to meet their goals effectively.- Document Preparation: Prepare necessary financial documents and ensure all paperwork is accurate and submitted on time for processing.- Team Collaboration: Work closely with other team members to coordinate efforts and provide excellent service to all clients.Required skills and expectations include:- Strong communication skills: You should be able to express ideas clearly and listen effectively to client needs.- Basic financial knowledge: Familiarity with financial concepts and products will be beneficial in assisting clients.- Attention to detail: Ensuring all information is accurate and tasks are completed efficiently is crucial in this role.- Positive attitude: A professional demeanor and a willingness to learn will help you thrive in our team-oriented environment.- Willingness to work from the office: This role requires you to be present on-site to collaborate with the team and serve clients effectively.
View all details
  • 0 - 2 yrs
  • 3.0 Lac/Yr
  • Delhi NCR
Sales B2B Sales Territory Sales Product Sales Financial Services Sales Channel Sales Field Sales
Urgent Hiring Hiring: Territory Sales Manager Company: Indezon Business Solutions Pvt. Ltd. Location: Delhi NCR Work Mode: Field Sales Experience: Freshers to 1 Year Freshers - 15,000/month Experienced Candidates - Up to 30,000/month (as per industry standards) Job Overview:We are looking for energetic and target-driven Territory Sales Managers who can help expand our business network and promote company services across the market. Key Responsibilities: Develop and manage channel partners, agents, distributors, and master distributors Promote company services and generate business opportunities Convert leads into successful business deals Build and maintain strong client and partner relationships Conduct field visits and market outreach activities Achieve sales targets and business growth objectives Coordinate with internal teams for smooth onboarding and support Required Skills: Strong communication and negotiation skills Confidence in field sales and client interaction Ability to generate and convert leads Relationship management and networking skills Self-motivated and target-oriented attitude Eligibility: Freshers can apply Candidates with sales/marketing experience will be preferred
View all details

Business Development Executive - Delhi NCR

PRC Consultancy Private Limited

  • 5 - 8 yrs
  • 1.0 Lac/Yr
  • Delhi NCR
Communication Skills Lead Generation Financial Services Client Relationship Leadership Field Sales
We are seeking an experienced and result-driven Business Development Professional to join our team. The ideal candidate should have a minimum of 6 years of experience in the financial services sector, with a strong track record in business development and established relationships with key stakeholders, including banks, insurance companies, credit rating agencies, advisory firms, and other financial institutions. The role offers a competitive fixed salary along with attractive performance-based incentives.
View all details
  • 0 - 1 yrs
  • 3.0 Lac/Yr
  • Chhindwara
BFSI Sales Casa Sales Customer Service BFSI Field Sales Current Account Banking Sales Financial Products Sales
We are seeking a motivated Banking Sales Executive to join our team in Chhindwara. This entry-level position is ideal for recent graduates looking to start a career in the banking sector. The role involves engaging with clients and promoting banking products.Key responsibilities include:1. Client Engagement: Actively reach out to potential clients to understand their banking needs and provide tailored solutions. Building strong relationships with customers is essential for success.2. Product Promotion: Promote various banking products and services, including accounts, loans, and credit cards. You will explain features and benefits to clients, helping them make informed decisions.3. Sales Goals: Meet and exceed sales targets by implementing effective sales strategies. You will track your progress and adjust your approach as needed to achieve these goals.4. Market Research: Stay updated on industry trends and competitor offerings to identify new sales opportunities. Understanding market conditions will help in effectively addressing customer needs.5. Documentation: Assist clients with the necessary paperwork and guide them through the application process for banking products. Attention to detail is crucial to ensure accuracy and compliance.To be successful in this role, candidates should have excellent communication skills, a customer-centric attitude, and a willingness to learn. Being goal-oriented and having the ability to work in a team are essential qualities. A strong work ethic and adaptability will also contribute to your success in this fast-paced environment.
View all details

Looking For Customer Support Executive

Indexia Finserve Pvt. Ltd.

  • 1 - 2 yrs
  • 2.8 Lac/Yr
  • Naraina Delhi
Closing Deals Problem-solving Presentation Skills Sales Followups Financial Products Customer Handling Customer Support Telephone Handling Customer Service Customer Care Customer Relationship Sales Techniques Sales Targets Product Knowledge Financial Analysis Communication Skills Inbound Calls Hindi BPO
Responsibilities:Manage incoming and outgoing calls in a professional manner.Respond to customer inquiries, complaints and concerns with a problem-solving mindset.Log customer interactions and track follow-ups.Offer timely and relevant solutions to resolve customer issues.Collaborate with team members to escalate and address more complex concerns.Meet key performance metrics including call handling time, customer satisfaction and resolution rates.Job Requirements:The minimum qualification for this role is Graduate and 1 - 2 years of experience. The role involves resolving customer complaints, providing right information and escalating complex problems to the relevant department when needed. Candidates must be open to a 6 days working week during the Day shift.
View all details
  • 0 - 5 yrs
  • 12.0 Lac/Yr
  • Chennai
Financial Services Finance Insurance Sales
We are hiring motivated and energetic candidates for the role of Financial Consultant in the insurance sector. This opportunity is suitable for freshers, experienced insurance advisors, homemakers, retired professionals, and anyone looking for part-time or full-time income opportunities.ResponsibilitiesMeet clients and explain life insurance productsHelp customers choose suitable financial protection plansGenerate leads through personal contacts, social media, and referralsBuild and maintain long-term customer relationshipsAchieve business growth through smart sales activitiesSupport clients with policy-related guidance and service
View all details

Branch Banking Officer Fresher

Axis Group of Services

  • 0 - 2 yrs
  • 3.8 Lac/Yr
  • Asansol
Banking Regulations Cross-Selling Financial Products Knowledge Fraud Prevention Teamwork Microsoft Office Risk Management Customer Service Problem Solving Compliance Financial Analysis Negotiation Loan Processing Data Entry Sales Communication Skills Account Management
Axis Bank - Branch Banking ExecutiveDesignation: Branch Banking Executive / Branch ExecutiveDepartment: Branch BankingEmployment: Full-timeExperience: Freshers and experienced candidates may be considered depending on the opening.Key ResponsibilitiesHandle customers visiting the branch and resolve banking queries.Assist with Savings/Current Account opening, KYC and account maintenance.Support customers with debit cards, cheque books, Internet Banking and Mobile Banking.Explain and promote banking products such as CASA, FD/RD, Credit Cards, Loans and Insurance, depending on the assigned role.Generate leads and acquire new customers through referrals and customer visits.Maintain existing customer relationships.Process customer service requests within prescribed timelines.Maintain proper documentation and follow KYC, compliance and risk-management requirements.Coordinate with branch teams and maintain daily activity/business reports. Typical EligibilityQualification: Graduate in any discipline.Freshers: Can be eligible for certain Axis Bank entry-level programs.Skills: Good communication, customer handling, basic banking knowledge and sales orientation.For Axis Bank's Sales Academy, the current stated criteria include graduation with at least 50%, age 21-28, and for that specific program a driving licence and two-wheeler access.
View all details
  • 0 - 2 yrs
  • 3.8 Lac/Yr
  • Krishnanagar
Banking Regulations Cross-Selling Financial Products Knowledge Fraud Prevention Teamwork Microsoft Office Risk Management Customer Service Problem Solving Compliance Financial Analysis Negotiation Loan Processing Data Entry Sales Communication Skills Account Management
Axis Bank - Branch Banking ExecutiveDesignation: Branch Banking Executive / Branch ExecutiveDepartment: Branch BankingEmployment: Full-timeExperience: Freshers and experienced candidates may be considered depending on the opening.Key ResponsibilitiesHandle customers visiting the branch and resolve banking queries.Assist with Savings/Current Account opening, KYC and account maintenance.Support customers with debit cards, cheque books, Internet Banking and Mobile Banking.Explain and promote banking products such as CASA, FD/RD, Credit Cards, Loans and Insurance, depending on the assigned role.Generate leads and acquire new customers through referrals and customer visits.Maintain existing customer relationships.Process customer service requests within prescribed timelines.Maintain proper documentation and follow KYC, compliance and risk-management requirements.Coordinate with branch teams and maintain daily activity/business reports. Typical EligibilityQualification: Graduate in any discipline.Freshers: Can be eligible for certain Axis Bank entry-level programs.Skills: Good communication, customer handling, basic banking knowledge and sales orientation.For Axis Bank's Sales Academy, the current stated criteria include graduation with at least 50%, age 21-28, and for that specific program a driving licence and two-wheeler access.
View all details
  • 0 - 2 yrs
  • 3.8 Lac/Yr
  • Hooghly
Banking Regulations Cross-Selling Financial Products Knowledge Fraud Prevention Teamwork Microsoft Office Risk Management Customer Service Problem Solving Compliance Financial Analysis Negotiation Loan Processing Data Entry Sales Communication Skills Account Management
Axis Bank - Branch Banking ExecutiveDesignation: Branch Banking Executive / Branch ExecutiveDepartment: Branch BankingEmployment: Full-timeExperience: Freshers and experienced candidates may be considered depending on the opening.Key ResponsibilitiesHandle customers visiting the branch and resolve banking queries.Assist with Savings/Current Account opening, KYC and account maintenance.Support customers with debit cards, cheque books, Internet Banking and Mobile Banking.Explain and promote banking products such as CASA, FD/RD, Credit Cards, Loans and Insurance, depending on the assigned role.Generate leads and acquire new customers through referrals and customer visits.Maintain existing customer relationships.Process customer service requests within prescribed timelines.Maintain proper documentation and follow KYC, compliance and risk-management requirements.Coordinate with branch teams and maintain daily activity/business reports. Typical EligibilityQualification: Graduate in any discipline.Freshers: Can be eligible for certain Axis Bank entry-level programs.Skills: Good communication, customer handling, basic banking knowledge and sales orientation.For Axis Bank's Sales Academy, the current stated criteria include graduation with at least 50%, age 21-28, and for that specific program a driving licence and two-wheeler access.
View all details
  • Fresher
  • 1.5 Lac/Yr
  • Chhindwara
Customer Relationship Customer Support Retail Sales Channel Sales Corporate Sales Direct Sales Sales Administration Financial Services Sales Cold Calling Excel Typing
Good communication skills two wheeler driving must licence required distribution to retailer good communication
View all details

Relationship Manager - Full Time

Rojgari Placements Pvt. Ltd

  • 2 - 8 yrs
  • Ahmedabad
Relationship Manager Relationship Officer Sales Insurance Insurance Sales Sales Executive Field Sales Mutual Funds Sales Loan Sales Financial Product Sales Sales Officer Customer Relationship Team Management Skills BFSI Negotiation Skills HNI Acquisition Customer Service Interpersonal Skills
We are seeking a dedicated Relationship Manager to join our team in Ahmedabad. The ideal candidate will have 2 to 8 years of experience and a graduate degree. This full-time position requires a professional who excels in building and maintaining strong relationships with clients.Position:- Relationship ManagerLocation:- AhmedabadQualification:- graduationExperience:- Minimum 2 yearsNeed minimum 2 years experience in sale of insurance, mutual funds, loan sales, financial products etc...Interested candidate can contact on 7623888872
View all details
  • 0 - 3 yrs
  • 3.0 Lac/Yr
  • Kompally Hyderabad
Direct Sales Sales Marketing Field Sales
Designation:- Financial Service AssociateSalary Range: Best in IndustryRole and Responsibility: Business Targets: Achievement of business targets for all financial products as defined andagreed upon.o Meet customers to sell all financial productso Meet & counsel Walk -in & DSA customers who have been referred to him / her by Limitedo Influence customers to buy FD who have no prior Deposit relationship.o Ensure proper customer profiling on each call / customer visit, to identify and understandhis/her needs and accordingly recommend investment and Insurance options.o Obtain appropriate documents / information from the client and ensure the forms areduly completed before logging the sale.o Communicate the necessary details to the customers for the products being bought bythem.o Ensure sale is completed through / in line with the defined sales process.o Maintain product mix across types of loans / value of loans (Eqt., Housing, etc.)o and appropriate open market share for all products (PAR / ULIP / Non Par).o Coordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SMrepresentatives).o Closely monitor the HL data of the HL executives mapped to maximize the businessopportunities.o Ensure maximum joint calls with each HL executive mapped.o Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy,etc.)o Ensure that all documents are properly scanned and there are no mistakes while leadupdating in the system.o Be completely aware of the products being offered by the company and understandcompetition offering to be able to handle customer objections.o Be updated with the latest product features to enhance his / her selling abilitieso Ensure all desired matrix and business composition (persistency, funded, non-funded,etc.) are met Relationship Building:o Maintain good relationship with Channel partners & DSAo Build relationship with the assigned / sourced customer to create opportunities forvarious products to fulfil the customers financial needs. Account Management & Servicing:o Manage and service the existing customer portfolio.o Coordinate with the TM / Coordinator / SM for post sales service request form thecustomers (claims, endorsements, policy copy etc.)o Timely sharing of updated reports with the customers on products being bought bythem.o Co-ordinate with the customers at the time of renewals. Certification and regulatory compliance:o Be compliant towards selling of various products by undergoing the training andcertification for IRDA, AMFI etc. towards selling of insurance and any other productso The FSA has to be conscious and vigilant towards declaration of the customerinformation. In case FSA feels there is disconnect in the information shared by customerversus his/her observation, they need to cross check the information before booking thebusiness.o Ensure the right quality of business being sourced.interested candidate can share resume on 9033526313
View all details

Sales - Mg Road,Bangalore

Capital Placement Services

  • 1 - 2 yrs
  • 4.0 Lac/Yr
  • MG Road Bangalore
Forex Operations Foreign Exchange Currency Exchange Business Development Sales Marketing Client Acquisition Relationship Management Branch Operations Customer Service Lead Generation Corporate Sales Banking Operations Financial Services Team Management Communication Skills Negotiation Skills MS Excel Reporting RBI Guidelines.
We are looking for a motivated Sales Executive to join our team in MG Road. This role requires a candidate with 1 to 2 years of experience in sales, preferably male. The position is full-time and requires the executive to work from the office.Key Responsibilities:- Lead Generation: Identify and reach out to potential clients to build a pipeline of sales opportunities. This involves researching prospects and initiating contact to create interest in our products.- Client Meetings: Arrange and conduct meetings with potential clients to present our offerings. This includes understanding their needs and explaining how our products can meet those needs.- Sales Presentation: Prepare and deliver engaging presentations to showcase our products effectively. A good presentation can help convince clients to make a purchase.- Relationship Management: Build and maintain strong relationships with clients to encourage repeat business. This means following up with clients and addressing any concerns they may have.- Sales Reporting: Track and report on sales activities and results. Keeping accurate records helps us understand what works and where we can improve.Required Skills and Expectations:The ideal candidate should possess excellent communication and interpersonal skills to interact well with clients. A passion for sales and a proactive attitude are essential for success in this role. Candidates must be detail-oriented, capable of multi-tasking, and able to work independently as well as a part of a team. Basic computer skills and familiarity with sales software are also important.
View all details
  • 2 - 6 yrs
  • 6.0 Lac/Yr
  • Gurgaon
Relationship Manager Financial Services Mutual Funds Mutual Funds Sales
Job descriptionWe are seeking a detail-oriented Paraplanner (Relationship Manager) to support our financial planning and wealth management team. In this role, you will assist in preparinginvestment plans, conducting mutual fund research, and managing essential documentationRequired Candidate profileFinancial PlanClient Relationship ManagementMarket & Product KnowledgeCompliance & Process Adherence
View all details
  • 2 - 6 yrs
  • 8.0 Lac/Yr
  • Gurgaon
Sales Manager BFSI Mutual Funds BFSI SALES NBFC
Job descriptionWe are looking for a dynamic Sales Manager to drive business growth and build strong client relationships. The role involves guiding clients toward suitable financial solutions by understanding their financial needs and mf and insurance products.Required Candidate profileClient Acquisition & Business DevelopmentFinancial ServicesClient Relationship ManagementMarket & Product Knowledge
View all details
  • 0 - 1 yrs
  • 2.5 Lac/Yr
  • Nashik
Finance Sales Executive Finance Executive Financial Executive Financial Services Sales Senior Finance Executive
Key ResponsibilitiesLead Generation: Finding potential customers (prospects) for products like Home Loans, Personal Loans, Business Loans, or Credit Cards.Customer Counseling: Explaining complex financial terms, interest rates, and repayment tenures in a way that the customer understands.Documentation & KYC: Collecting and verifying necessary documents (PAN, Aadhaar, Income Proof) to ensure the application meets bank/NBFC guidelines.Portfolio Management: Managing a book of clients and reaching out to them for Top-up loans or new insurance policies.Market Intelligence: Keeping track of interest rate changes by competitors (like SBI, HDFC, or ICICI) to pitch your product better.Target Achievement: Meeting monthly or quarterly disbursement targets (the total amount of loan money given out). Required SkillsFinancial Literacy: Basic understanding of $EMI$ (Equated Monthly Installment) calculations, $ROI$ (Rate of Interest), and Credit Scores (CIBIL).Ethics & Integrity: Since you are handling people's money and sensitive documents, honesty is non-negotiable.Persuasion: Ability to convince a customer why your banks product is better than a competitors.Relationship Building: Financial products are built on trust; you need to be a consultant rather than just a salesman.
View all details
View More Jobs