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Financial Consultant/Advisor

The Coverage Canvas

  • 2 - 8 yrs
  • Gurgaon
Remote Team Building Negotiation Skills
We are inviting interested individuals to attend a FREE Online Career Webinar to learn about a flexible opportunity to work as a Financial Consultant, with the potential to grow into a Team Leader role.This is a 100% online, work-from-anywhere opportunity with flexible working hours. It can be pursued alongside your current job, business, studies, family responsibilities, or other commitments. No previous experience is required, people from any educational background can apply, and there is no upper age limit. Relevant training and guidance will be provided.Please note that this is not a regular fixed-salary job. It is a financial-consulting opportunity with performance-based earnings and incentives.The webinar will explain the nature of the work, responsibilities, online training and onboarding, compensation and incentives, client development, team-building opportunities, eligibility requirements, and the growth path.FREE ONLINE CAREER WEBINARDate: Saturday, 3rd OctoberTime: 5:00 PM ISTMode: OnlineFee: FREEIf you would like to attend, please send a message FC Webinar to WhatsApp +91 85878 0366. Details required for Webinar registration are full name, city of residence, age, email address, and current occupation/status. The webinar link and further details will be shared with you on WhatsApp. If you are unable to attend this webinar, you may WhatsApp the same number to receive details of the next available session.The training is also conducted online, so there is no requirement to visit the office personally.Warm regards,The Coverage CanvasUnderstand. Protect. Plan Ahead.
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  • 1 - 3 yrs
  • Sarkhej Ahmedabad
Mechanical Engineer Automobile Engineer
Address customer needs and services by listening to customer's description of symptoms; clarifying description of problems conducting inspections; taking test drives; checking vehicle maintenance records; examining service schedules. Verifies warranty and service contract coverage by examining records and papers; explaining provisions and exclusions; Prepare accurate estimates by costing materials, supplies, and labour; calculating customer's payment, including deductibles; Review all Multipoint inspections with customers; Prepare repair orders (RO) by listening to the customer's concerns and causes discovered, as well as repairs and services required; obtaining approval signatures; entering RO into service database system Maintains customer rapport by explaining estimates and expected return of vehicle; obtaining customer's approval of estimates; obtaining and providing contact telephone numbers; answering questions and concerns; arranging towing and temporary transportation; Keep customers informed of status of vehicle throughout the service process;
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  • 0 - 1 yrs
  • 4.3 Lac/Yr
  • Kolkata
Team Manager Financial Advisory Life Insurance
Source and onboard sales professionals. Build and manage high-performing teams. Conduct product and sales training sessions. Drive business development and market outreach activities. Ensure compliance with IRDAI and company policies. Monitor team productivity and business performance
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  • 9 - 15 yrs
  • Singapore
Sales Manager Sales Officer Sales Advisor Director Sales Sales Executive Sales Incharge
Greetings of the Day !!We bring you the right platform to apply for your dream job for your best career !!!Depending On Experience and Education Do make sure, apply according to the Covid guidelines. We are not VISA agent nor provide any offer letteronly Interested Candidates Can Contact for More InformationWe are the services provider to the candidates for better exposure, Training, Guidance, helping them to stand amongst other No job guarantee !!! Get a direct exposure and compete in the market
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  • Fresher
  • Yamunanagar
Market Research Investment Advisory Teamwork Wealth Management
As a Financial Service Consultant, you'll be responsible for advising clients on the advantages of insurance and related financial services. This full-time role allows you to work from home, making it a flexible opportunity for freshers with a minimum education of 12th pass. Key responsibilities include providing financial advice to clients, highlighting the benefits of insurance products, and building strong client relationships. You will have the opportunity to earn commissions and participate in trips both nationally and internationally. To succeed in this position, you should possess strong communication skills, a good understanding of financial services, and the ability to work independently. A proactive approach to learning and adapting to clients' needs is essential. Both male and female applicants are welcome.Additionally, while fieldwork and travel are integral, you should ensure you have access to a mobile device. Documentation related to your advisory work will be necessary, and strong organizational skills will help in managing client information efficiently. This role is ideal for those looking to embark on a career in the financial services sector, as it offers a chance to develop valuable skills while providing essential guidance to clients.
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  • Fresher
  • Ghazipur
Sales Advisor Retail Sales
We are looking for a dedicated Sales Executive to join our team in Ghazipur. This position is ideal for freshers who are eager to start their careers in sales. The role involves interacting with customers and promoting our products effectively. Key Responsibilities:- Customer Interaction: Engage with customers to understand their needs and provide product information.- Sales Promotion: Actively promote our products to increase sales and meet targets.- Reporting: Maintain accurate records of customer interactions and sales activities.- Team Collaboration: Work closely with the sales team to ensure a smooth sales process and share feedback for improvement.Required Skills and Expectations:Candidates must have completed at least 10th grade and should be male. We expect candidates to be confident, motivated, and possess good communication skills. As a Sales Executive, you should demonstrate a willingness to learn and adapt quickly in a fast-paced environment. Strong interpersonal skills to build rapport with customers and the ability to work as part of a team are crucial. You will need to show a positive attitude and a focus on achieving goals. Additionally, punctuality and a professional appearance are essential traits for this role. If you are proactive and eager to contribute to our sales success, we encourage you to apply.ta
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  • 0 - 1 yrs
  • 3.0 Lac/Yr
  • Atladra Vadodara
Microsoft Word Microsoft Excel English Typing Insurance MS Office Outlook Professional Communication Quick Learner Problem Solving Email Writing Compliance Documentation General Insurance
As an Insurance Adviser Support, you will play a vital role in assisting insurance advisers in managing their daily responsibilities. Your primary focus will include supporting insurance applications, servicing policies, and handling renewals. You will also review client documents and assist with claims processes while ensuring effective communication with insurers. Maintaining accurate records to track these activities will be essential.Key Responsibilities:You will support the insurance adviser by managing applications and ensuring timely servicing of policies. Reviewing client documents is critical to ensure accuracy and completeness. Assisting with claims will involve coordinating necessary details and communicating effectively with clients and insurers. Ensuring all records are maintained accurately is vital for compliance and operational efficiency.Required Skills and Expectations:Candidates should have completed their 12th grade of education. Although no prior experience is required, strong organizational and communication skills are essential. You should possess a keen attention to detail to effectively review documents and maintain records. Being proactive and able to work in a team environment is crucial. You are expected to work full-time and report to the office located in Atladra, Vadodara. The role requires dedication and a positive attitude to support insurance advisers effectively in their daily tasks.
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Walk-In For Insurance Advisor (1-5 Years)

Tata Aia Life Insurance Company Limited

  • 1 - 5 yrs
  • Bhubaneswar
Marketing Life Insurance Insurance Positive Attitude Sales Good Communication
We are seeking a dedicated Insurance Advisor to join our team in Bhubaneswar. This full-time position is ideal for individuals with 1 to 5 years of experience in the insurance sector. As an Insurance Advisor, you will play a crucial role in assisting clients with their insurance needs.nnKey Responsibilities:nn1. Client Consultation: Engage with clients to understand their insurance needs and provide them with tailored solutions.n2. Policy Recommendations: Recommend appropriate insurance policies based on clients requirements, ensuring they understand the features and benefits.n3. Documentation Assistance: Help clients complete the necessary paperwork and guide them through the application process.n4. Claims Support: Assist clients in the claims process, ensuring they have the necessary information and resources to navigate their claims efficiently.n5. Market Research: Stay updated on insurance products and market trends to offer informed advice and stay competitive in the industry.nnRequired Skills and Expectations:nnThe ideal candidate should possess excellent communication skills to effectively convey complex information. Strong interpersonal skills are crucial for building trust and rapport with clients. A background in customer service or sales will be advantageous. Candidates should be proactive, detail-oriented, and capable of working well in a team environment. A minimum education of 12th grade is required, and a willingness to learn about various insurance products is essential. Being based in Bhubaneswar and working from the office is mandatory for this role.
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  • 0 - 2 yrs
  • 3.0 Lac/Yr
  • Bhagalpur
Field Executive Field Sales Executive Communication Advisor Customer Relationship
As a Sales Officer, you will focus on building strong relationships with customers and identifying new opportunities in the field. This full-time position requires you to engage with clients directly, fostering connections that lead to successful onboarding.Key Responsibilities:- Develop and maintain relationships with customers to understand their needs and provide tailored solutions. This will involve regular field visits to explore new client opportunities.- Conduct onboarding processes for new customers, ensuring a smooth transition and providing necessary support to enhance customer satisfaction.- Engage in fieldwork, which may involve traveling to various locations to meet potential clients, promoting products and services in person.Required Skills and Expectations:To excel in this role, candidates must demonstrate self-motivation and a proactive approach to exploring customer opportunities. Strong communication skills are essential for effectively engaging with clients and expressing the benefits of our offerings. You should have a valid driving license and be comfortable with fieldwork, which may require the use of a personal vehicle. Proficiency in using a mobile device to manage tasks and communicate with customers is necessary, along with basic documentation skills to handle client records and reports. A minimum education requirement is 12th pass, and prior experience is not mandatory but can be an advantage. This position is based in Bhagalpur, India, and involves working from the office in line with company protocols.
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  • 0 - 6 yrs
  • 4.0 Lac/Yr
  • BBD Bag Kolkata
Negotiation Skills Good Communication Skills Team Motivation Sales Motivation Team Coordinator Financial Planning Leadership
As a Financial Advisor, you will play a vital role in managing and guiding clients on their financial journeys. This position is based in BBD Bag, Kolkata, and is ideal for individuals with 0 to 6 years of experience. Your primary responsibilities include team management, where you will collaborate effectively with colleagues to achieve common goals. You will also focus on insurance sales, actively promoting various financial products to clients. Continuous product learning will be essential to stay updated on market trends and financial solutions. Strong communication skills will enable you to build and maintain relationships with clients, ensuring their needs are met through excellent client management practices.Candidates are expected to have good interpersonal abilities and the willingness to learn and adapt in a dynamic environment. A background in pursuing a BBA or MBA is preferred, as it will provide you with a foundational understanding of financial concepts.This role requires you to work from the office, where you will engage with team members and clients directly. Flexibility in office hours may be offered to accommodate individual work styles. Additional perks include significant incentives based on performance, opportunities for foreign tours, and a supportive work culture that encourages personal growth and development. Join us to help individuals navigate their financial futures while growing your career in the finance industry.
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  • 1 - 5 yrs
  • 1.0 Lac/Yr
  • Kolkata
Life Insurance Financial Planning Skills Insurance Sales Insurance Marketing Insurance
As a Life Insurance Advisor, you will play a crucial role in helping clients understand and choose the best life insurance products. This is a part-time, work-from-home position based in Kolkata, India, suitable for individuals with 1 to 5 years of experience.In this role, your key responsibilities will include developing marketing strategies to promote various insurance products and advising clients on financial planning. You will need to effectively communicate the benefits and features of insurance policies to help clients make informed decisions. Additionally, you will maintain strong relationships with clients to provide ongoing support and assistance as needed.To excel in this position, you must possess strong financial and insurance knowledge, as well as excellent spoken communication skills. You should be adept at developing business strategies and have a solid understanding of marketing principles. Familiarity with insurance software and platforms will be advantageous, enabling you to navigate customer inquiries effectively. This position requires you to be responsible and self-motivated, with the ability to work independently while managing your time effectively. Additionally, strong organizational skills will be essential for maintaining client records and follow-up schedules. This is a fantastic opportunity to work from the comfort of your home while contributing to clients' financial well-being through informed insurance choices. Join us and make a difference in the lives of others.
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Showroom Sales Executive - Full Time

Albonexa Hiring Consultancy

  • 3 - 7 yrs
  • 3.0 Lac/Yr
  • Udhna Surat
Communication Advisor Convince Pleasant Personality Professional Aproch Customer Service Customer Relationship Negotiation Skills Handle Customers Retail Sales Convincing Power
As a Showroom Sales Executive, you will be responsible for engaging with customers, understanding their requirements, and providing expert guidance on tiles, sanitaryware, and bathroom fittings. This full-time position requires you to work from the office in Udhna, Surat.Your key responsibilities include handling showroom customers by understanding their needs and preferences. You will explain the features and benefits of various products, prepare accurate quotations, and follow up with customers to ensure satisfaction. Achieving sales targets will be a crucial part of your daily activities, demonstrating your skills in customer handling, communication, sales, negotiation, and convincing.To succeed in this role, you should have 3 to 7 years of experience in sales, preferably in the retail sector. A graduate degree is required, and male candidates are preferred for this position. Strong interpersonal skills and the ability to effectively negotiate and persuade customers are essential. Familiarity with showroom environments and product knowledge in tiles and bathroom fittings will be advantageous.This role involves working set office hours and engaging actively with customers in the showroom. The ideal candidate will be proactive, target-driven, and able to maintain a friendly yet professional demeanor in all interactions. If you are excited about offering excellent customer service and exceeding sales goals, we encourage you to apply.
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  • Fresher
  • Hyderabad
Sales Consultant Sales Advisor Sales Director Direct Marketing Sales Executive Sales Coordinator Customer Relationship Corporate Sales Marketing Retail Sales Marketing Communication Time Management Leadership Sales Operations Direct Sales Lead Generation Field Sales B2B Sales Convincing Power Project Sales Management Skills Lead Management
We are looking for a part-time Sales Manager to support our growing real estate business from home. This role is ideal for freshers who have completed their 10th grade education and are eager to embark on a rewarding career in sales.Key Responsibilities include reaching out to potential clients to promote our real estate offerings. You will conduct market research to identify new business opportunities and establish valuable relationships with clients. This position requires staying updated on real estate trends and effectively communicating the benefits of our services.The ideal candidate should possess strong communication skills and have the ability to build rapport with clients. A proactive attitude toward problem-solving is essential. Basic computer skills are necessary for daily tasks, including handling digital communication and maintaining records. As part of your duties, you will need to manage your own mobile device or computer to communicate with clients and handle inquiries professionally.This is a work-from-home position, allowing flexibility in work hours. The candidate should be prepared to work part-time based on the needs of the business, potentially including evenings or weekends. A reliable internet connection is essential for this role. If you're passionate about sales and eager to contribute to a vibrant team, we invite you to apply for this exciting opportunity.
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Looking For Beauty Advisor

I3 Hr Technologies

  • 1 - 7 yrs
  • Siliguri
Beauty Advisor Skin Care
Beauty Advisor - A Tata EnterpriseLocation: Siliguri Gender: Male & FemaleEmployment Type: Full-TimeJob RoleAssist customers with skincare, makeup, and fragrance products.Recommend suitable products based on customer needs.Demonstrate product usage and benefits.Achieve sales targets and provide excellent customer service.Maintain store displays and grooming standards.EligibilityExperienced CandidatesMinimum 6month of experience in Beauty, Cosmetics, Skincare, Makeup, Fragrance, Salon Retail, or Customer Service roles.Required SkillsGood communication skills in English and Hindi.Strong customer service orientation.Basic knowledge of skincare, makeup, and fragrance products.Sales and product recommendation skills.Well-groomed, confident, and presentable personality.
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  • 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
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  • 0 - 1 yrs
  • 6.0 Lac/Yr
  • Tamulpur
Marketing Direct Marketing Marketing Communication
Strategic Guidance: Review overall marketing direction, evaluate channel investments, and align marketing goals with broader business objectives.Market & Competitor Analysis: Monitor industry trends, track competitor shifts, and analyze customer behavior patternsDefine key performance indicators (KPIs), audit campaign return on investment (ROI), and recommend data-driven adjustmentsHR RINKI-9282648199
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  • 0 - 2 yrs
  • 2.3 Lac/Yr
  • Hyderabad
Communication Consultant Communication Advisor
Handle inbound/outbound calls and follow up with potential customers.Explain training programs, fees, offers and enrollment process.Generate and convert leads into admissions.Visit colleges and educational institutions for business development.Coordinate and organize workshops, seminars and career sessions at colleges.Interact with students and generate quality leads.Build and maintain collaborations with companies, organizations and industry partners for training, recruitment, corporate programs and other business opportunities.Identify potential companies and initiate communication to explore partnership and collaboration opportunities.Coordinate with companies for corporate training, employee skill-development programs, recruitment drives and placement-related opportunities.Maintain lead records and follow-up status.Coordinate with the internal team for lead conversion and student onboarding.Achieve daily and monthly sales targets.Requirements
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  • 3 - 8 yrs
  • Ambattur Chennai
BPO Telecaller Outbound Sales Outbound Calls Sales Coordinator Sales Executive Sales Lead Generation
Greeting From Vishakan Placement Service Hiring Professional Course Advisor (Female) position in Sigma Consulting Company.Position: Professional Course AdvisorLocation: Ambattur OTExperience: 3 to 8 years(Relevant Exp in Lead Generate, B2B Lead sales, Telecaller, Telesales- loan, Insurance, Admission & Student Counselor, , Voice process Bpo, corporate sales)Employment Type: Full-timeIdentified and qualified new leads through calls, emails, networking, and social platforms.Engaged with potential customers to understand needs and present suitable solutions.Made outbound sales calls to prospective and existing customers to generate leads and promote products/services.Handled inbound inquiries, provided product information, and guided customers through the sales process.Identified customer needs through effective questioning and offered suitable solutions.Followed up on leads, quotations, and pending conversions to maximize sales opportunities.Maintained detailed call logs, lead status, and customer interactions in CRM systems.Achieved daily/weekly call targets, lead generation goals, and assigned sales KPIs.Built rapport with customers to improve engagement, trust, and the likelihood of conversion.Managed objections professionally and provided persuasive responses to influence buying decisions.Ensured high levels of customer satisfaction by addressing concerns and providing timely updates.Fixed Salary in CTC: 25k-35k + high paid incentive Job timing: 9.30 am - 5.30 pm/ Sunday week-off 100% work from office- Direct office workInterview Process: Direct Walkin interview- F2F- HR Round -MD RoundNo of openings; 16Immediate Joiner Must Job Location: Ambattur OT Chennai Candidate Preferred Location: Avadi,Thiruninravur,Pattabiram,Ambattur, Annanur, Thirumullaivoyal) Interested Candidate for Job Please Call immediately Vishakan Placement Service
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  • 0 - 2 yrs
  • 11.0 Lac/Yr
  • Bangalore
Sales Executive Team Manager Communication Advisor English Faculty
We are hiring for the position of Job Sales Executive. The role involves connecting with candidates, explaining suitable job opportunities, handling queries, and converting interested candidates into successful applicants. The candidate will be responsible for lead generation, regular follow-ups, interview coordination, and supporting candidates throughout the hiring process. Good communication and convincing skills are required. Candidates should be confident, target-oriented, and comfortable with calling and follow-ups. Freshers and experienced candidates can apply. Attractive salary with performance-based incentives is offered. Immediate joiners are preferred. Candidates looking for a growth-oriented opportunity in recruitment and job sales are encouraged to apply.
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  • 7 - 13 yrs
  • 30.0 Lac/Yr
  • New York +1 USA
Automobile Automobile Components Automobile Sales Automobile Technology Automobile Mechanical Automobile Manufacturing Automobile Denter Automotive Engineer Automobile Engineer Automobile Electrician Automobile Service Manager Sales Branch Sales CRM Sales Sales Process SME Sales Technical Sales Field Service Technical Services Office Services Automobile Technician Automobile Service Automobile Service Trainer Automobile Service Engineer Automobile Service Advisor Automob
Production Management: Supervise assembly lines, coordinate with suppliers, optimize workflows, and ensure compliance with safety and quality standards (e.g., ISO certifications). Monitor inventory, reduce waste, and implement lean manufacturing techniques to meet production targets.Sales and Marketing: Develop sales strategies, analyze market trends, forecast demand, and manage dealership networks or direct sales teams. Negotiate with distributors, track sales performance, and handle customer relations to boost revenue.Team Leadership: Hire, train, and lead cross-functional teams (e.g., engineers, salespeople, technicians). Resolve operational issues, conduct performance reviews, and foster collaboration between production and sales departments.Financial Oversight: Budget for production costs, sales expenses, and profitability. Analyze KPIs like production yield, sales volume, and ROI to make data-driven decisions.Compliance and Innovation: Ensure adherence to regulations (e.g., emissions standards, labor laws). Stay updated on industry trends like electric vehicles or autonomous tech, and drive process improvements.Required Skills and CompetenciesTechnical Skills: Knowledge of automotive engineering, supply chain management, and tools like ERP systems (e.g., SAP) or CRM software.Soft Skills: Strong leadership, communication, negotiation, and problem-solving abilities. Analytical mindset for data interpretation and strategic planning.Industry Knowledge: Familiarity with automotive trends, such as sustainability, digital transformation, and global markets.Certifications: Often beneficial, like PMP (Project Management Professional) or Six Sigma for process improvement.Education and ExperienceEducation: Bachelor's degree in Business Administration, Engineering, Automotive Technology, or a related field. Advanced degrees (e.g., MBA) are common for senior roles.Experience: 10-20+ years in automotive production or sales, often starting in roles like production supervisor or sales representative. Experience in multinational companies is advantageous due to global supply chains.
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Security Guard Security Administrator Security Incharge Security Inspector Security Controller Security Supervisor Security Advisor Security Coordinator Security Manager Senior Team Leader Team Manager Team Supervisor
Job Openings for 23 Security Guard Required (Full time Job ) Jobs with minimum 5 Years Experience in United Arab Emirates,Luxembourg,Saudi Arabia,Australia,Canada,Singapore,Maldives,Malaysia,Qatar,Oman having Educational qualification of : Higher Secondary, Secondary School, B.A, B.Com, B.Sc with Good knowledge in Security Guard,Security Administrator,Security Incharge,Security Inspector,Security Controller,Security Supervisor,Security Advisor,Security Coordinator,Security Manager,Senior Team Leader,Team Manager,Team Supervisor etc.Greetings of the Day !!We bring you the right platform to apply for your dream job for your best career !!!job: Depending On Experience and Education Do make sure, apply according to the Covid guidelinesonly Interested Candidates Can Contact for More InformationWe are the services provider to the candidates for better exposure, Training, Guidance, helping them to stand amongst other !!! Get a direct exposure and compete in the market.
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Roustabout

Appoint Jobs

Safety Engineer Safety Supervisor Security Incharge Safety & Security Officer Safety Inspector Safety Manager Safety Assistant Safety Coordinator Safety Advisor Roustabout HSE Manager HSE Incharge HSE Supervisor HSE Coordinator HSE Engineer
Greetings of the Day !!We bring you the right platform to apply for your dream job for your best career !!!job: Depending On Experience and Education Do make sure, apply according to the Covid guidelinesonly Interested Candidates Can Contact for More InformationWe are the services provider to the candidates for better exposure, Training, Guidance, helping them to stand amongst other !!! Get a direct exposure and compete in the market.
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  • 0 - 2 yrs
  • 4.3 Lac/Yr
  • Kolkata
Customer Sales Financial Advisory Team Building Team Manager Revenue Generation
Source and onboard sales professionals. Build and manage high-performing teams. Conduct product and sales training sessions. Drive business development and market outreach activities. Ensure compliance with IRDAI and company policies. Monitor team productivity and business performance
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  • 0 - 1 yrs
  • 4.3 Lac/Yr
  • Pune
Financial Advisor Team Manager Team Building Life Insurance
Source and onboard sales professionals. Build and manage high-performing teams. Conduct product and sales training sessions. Drive business development and market outreach activities. Ensure compliance with IRDAI and company policies. Monitor team productivity and business performance
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  • 1 - 5 yrs
  • 1.0 Lac/Yr
  • Kolkata
Financial Planning Skills Life Insurance Insurance Marketing Insurance Sales
Join our team as a Life Insurance Advisor in Kolkata, where you can work from home and help individuals secure their financial futures. This part-time role is ideal for candidates with 1 to 5 years of experience and a minimum education of 12th pass.nnKey Responsibilities:nn1. Client Consultation: Engage with clients to understand their life insurance needs and financial goals, providing tailored solutions to meet those needs.n n2. Policy Recommendations: Analyze various life insurance products and recommend the most suitable policies to clients, ensuring they are informed about coverage options and benefits.nn3. Sales Management: Contribute to achieving sales targets by actively promoting insurance services and following up with potential clients to close deals.nn4. Customer Service: Provide excellent service to clients, addressing inquiries, resolving issues, and maintaining ongoing relationships to build trust and retention.nn5. Market Research: Stay updated on industry trends and competitor offerings to effectively position our products and services in the market.nnRequired Skills and Expectations:nnCandidates should possess strong communication skills to effectively explain insurance policies and foster relationships with clients. Self-motivation and the ability to work independently are crucial, as is a basic understanding of sales techniques. You should be organized, detail-oriented, and able to manage your time effectively to maximize productivity in a part-time setting. A proactive attitude towards learning and adapting in a dynamic environment will also be essential.
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  • 0 - 6 yrs
  • Kolkata
Life Insurance Insurance Sales Insurance Marketing
As a Life Advisor, you will play a crucial role in helping clients navigate their personal and financial goals. Your guidance will empower individuals to make informed decisions about their lives. This part-time position offers the flexibility of working from home.Key Responsibilities:- Client Consultation: You will meet with clients to understand their needs, goals, and aspirations. This helps in providing tailored advice that aligns with their personal circumstances.- Financial Planning: Assist clients in creating effective financial plans. You'll discuss budgeting, investments, and savings strategies to help them achieve their financial objectives.- Product Knowledge: Stay updated on various life insurance and investment products. This enables you to recommend the best options to clients based on their unique situations.- Follow-ups: Regularly check in with clients to assess their progress and adjust plans as necessary. This ensures they remain on track to meet their goals.- Customer Service: Provide exceptional service and maintain strong relationships with clients. Address their queries and concerns promptly to build trust and satisfaction.Required Skills and Expectations:Candidates should possess strong communication skills to engage effectively with diverse clients. A good understanding of basic financial concepts is essential. You should be self-motivated and disciplined, able to manage your time effectively while working from home. Additionally, a willingness to learn and adapt in a dynamic environment is important for success in this role.
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Insurance Sales Positive Attitude Direct Marketing Team Building
ITS an Health insurance sales job .No target part time .Commission based work.
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