Financial Services Sales Jobs in India

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.

Branch Operations Executive - Axis Bank Job RoleA Branch Operations Executive (BOE) at Axis Bank is responsible for ensuring smooth day-to-day branch operations while delivering excellent customer service and maintaining compliance with banking regulations.Key ResponsibilitiesHandle customer account opening, KYC verification, and account maintenance.Process cash and non-cash transactions (cheque clearing, NEFT, RTGS, IMPS, DD, etc.).Assist customers with debit cards, cheque books, internet banking, and mobile banking services.Ensure accurate documentation and compliance with RBI and bank policies.Maintain branch records, reports, and operational registers.Resolve customer queries and provide prompt service.Support branch audits and operational risk management.Coordinate with branch staff to ensure smooth daily operations.EligibilityGraduate in any discipline (Freshers can apply).Good communication and customer service skills.Basic knowledge of banking operations and MS Office.Attention to detail and accuracy in documentation.

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.

We are seeking an experienced Life Insurance Advisor to join our team in Pune. In this role, you will help clients understand their life insurance needs and provide suitable policy options. Your expertise will guide them in making informed choices for their financial security.Key responsibilities include:1. **Client Consultation**: Meet with clients to assess their life insurance needs and financial goals. You will listen attentively to understand their concerns and requirements.2. **Policy Recommendations**: Based on client assessments, recommend appropriate life insurance policies. Your knowledge of various products will allow you to propose the best solutions.3. **Policy Administration**: Assist clients with completing application forms and ensure all documentation is accurate. This includes guiding customers through the claims process and addressing any related inquiries.4. **Market Research**: Stay informed about industry trends and competitor offerings. Understanding the market will help you provide clients with the most relevant information.5. **Relationship Building**: Establish and maintain strong relationships with clients to build trust and encourage referrals. Your communication skills will be critical in fostering these relationships.To be successful in this role, you should have at least 10 years of experience in insurance sales or a related field. A minimum of a 10th-grade education is required. Strong communication and interpersonal skills are essential, along with a deep understanding of life insurance products. You should be motivated, customer-focused, and eager to help clients secure their financial futures.

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

Branch Operations Executive - Axis Bank Job RoleA Branch Operations Executive (BOE) at Axis Bank is responsible for ensuring smooth day-to-day branch operations while delivering excellent customer service and maintaining compliance with banking regulations.Key ResponsibilitiesHandle customer account opening, KYC verification, and account maintenance.Process cash and non-cash transactions (cheque clearing, NEFT, RTGS, IMPS, DD, etc.).Assist customers with debit cards, cheque books, internet banking, and mobile banking services.Ensure accurate documentation and compliance with RBI and bank policies.Maintain branch records, reports, and operational registers.Resolve customer queries and provide prompt service.Support branch audits and operational risk management.Coordinate with branch staff to ensure smooth daily operations.EligibilityGraduate in any discipline (Freshers can apply).Good communication and customer service skills.Basic knowledge of banking operations and MS Office.Attention to detail and accuracy in documentation.

Branch Operations Executive - Axis Bank Job RoleA Branch Operations Executive (BOE) at Axis Bank is responsible for ensuring smooth day-to-day branch operations while delivering excellent customer service and maintaining compliance with banking regulations.Key ResponsibilitiesHandle customer account opening, KYC verification, and account maintenance.Process cash and non-cash transactions (cheque clearing, NEFT, RTGS, IMPS, DD, etc.).Assist customers with debit cards, cheque books, internet banking, and mobile banking services.Ensure accurate documentation and compliance with RBI and bank policies.Maintain branch records, reports, and operational registers.Resolve customer queries and provide prompt service.Support branch audits and operational risk management.Coordinate with branch staff to ensure smooth daily operations.EligibilityGraduate in any discipline (Freshers can apply).Good communication and customer service skills.Basic knowledge of banking operations and MS Office.Attention to detail and accuracy in documentation.

Branch Operations Executive - Axis Bank Job RoleA Branch Operations Executive (BOE) at Axis Bank is responsible for ensuring smooth day-to-day branch operations while delivering excellent customer service and maintaining compliance with banking regulations.Key ResponsibilitiesHandle customer account opening, KYC verification, and account maintenance.Process cash and non-cash transactions (cheque clearing, NEFT, RTGS, IMPS, DD, etc.).Assist customers with debit cards, cheque books, internet banking, and mobile banking services.Ensure accurate documentation and compliance with RBI and bank policies.Maintain branch records, reports, and operational registers.Resolve customer queries and provide prompt service.Support branch audits and operational risk management.Coordinate with branch staff to ensure smooth daily operations.EligibilityGraduate in any discipline (Freshers can apply).Good communication and customer service skills.Basic knowledge of banking operations and MS Office.Attention to detail and accuracy in documentation.

Good communication skills two wheeler driving must licence required distribution to retailer good communication

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.

Home loan sales officer - sector 49, Gurgaon MCPSLocation: Sector 49, GurgaonIndustry: Financial ServicesQualification: MBA (Preferred)About the RoleWe are seeking a dynamic and results-driven Home Loan Sales Officer to join our financial services team. The role involves identifying potential customers, promoting home loan products, and achieving monthly sales targets while ensuring excellent customer service.Key ResponsibilitiesGenerate leads through cold calling, field visits, and existing customer networks.Meet prospective clients and evaluate their home loan requirements.Explain loan products, eligibility criteria, interest rates, and documentation needs.Assist customers throughout the loan application and approval process.Maintain strong relationships with builders, real estate agents, and channel partners.Achieve monthly sales and business acquisition targets.Ensure compliance with company policies and regulatory guidelines.Provide timely reports on sales activities and lead progress.Required Skills & CompetenciesStrong communication and interpersonal skills.Good understanding of home loan products and the housing finance market.Ability to manage field sales and build customer relationships.Target-oriented and self-motivated.Basic knowledge of financial documentation and credit processes.you are intersted so please send me your CV atcapitalplacement@gmail.com 9891409300;

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