Array ( [0] => banking-advisor [1] => delhi-ncr ) Banking Advisor Jobs in Delhi NCR,Banking Advisor Job Vacancies in Delhi NCR
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Banking Advisor Job Vacancies in Delhi NCR

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Bancassurance (Bank Channel) - Delhi

Rojgari Placements Pvt. Ltd

  • 1 - 7 yrs
  • Delhi
Bancassurance Banca Bancassurance Manager Bancassurance Officer Bancassurance Executive Banca Sales Sales Manager Bancassurance Banca Channel Banking Sales Insurance Insurance Sales Insurance Marketing Banking Insurance Insurance Broking General Insurance Life Insurance Agent Life Insurance Advisor Life Insurance Insurance Agent Insurance Advisor Insurance Consultant
We are hiring for banca channelPosition: Banca ChannelLocation: DelhiQualification: GraduationExperience: Minimum 1 year of experience in insurance
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BDM (Full Time)

Skywings Advisors Pvt Ltd

Sales Life Insurance Advisor Banking Field Sales Agency Channel
Dear Candidates,We are hiring for a leading life insurance company.Requirement for energetic and diligent Managers for Life Insurance Company-Identify; Recruit potential Insurance Advisors-Drive business targets through Advisors-Coach advisors for higher productivity, prepare strategy; achieve targetCTC: upto 4.0LPAAge: 24 to 38maxQualification: Min graduation is mandatory.Experience: Min 2 yrs in Sales (Any) and Marketing.Interested candidates Kindly call or WhatsApp your updated resume on 9759214468 and mail on Nikita.koli@assuredjob.in.Thanks &; RegardsNIKITA
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Investment Officer

FROST BOX PRESS

Investment Banking Investment Advisor Management Consultant Work From Home
PR Tech Global is expanding and our franchising team is growing exponentially. We are looking for an experienced Investment professional that can support our franchising network with expertise in investment management focusing on the IT sector.As an Investment professional with PRTG you will develop new relationships with clients around the world and assist them with investments in our business operations: franchising, exclusive projects and commercial financing.We are looking for experienced investment professionals that have a background in Investment Banking, Capital Markets, Hedge Funds or Commercial Law.Communication is key and you will be able to develop new relationships with clients and support them with their investment decisions for the long term. We offer attractive returns on our exclusive projects and our skilled teams work together to deliver the outcomes required in the business.Join our team and contribute to London's award winning technology business.
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Walk-in Opening For Financial Planning Advisor

Workingbees Global

Insurance Insurance Sales General Insurance Life Insurance Banking Insurance
Permanent payroll of HDFC Sales. Daily walkin,
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Walk-Ins Interview Looking For Sales Manager

Netblaze Technology Private Limited

Vendor Payments Banking Operations Banking Advisor Banking Executive Sales Operations Technical Sales Sales Strategy Area Sales
We are the starter in the world of Fintech Industry need minimum 3years experienced DMT , financial inclusion ,BBPS,APESperson who can handle entire Delhi NCR
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Advisor- For L S B Isy.

Nextgen Placement

Sales Financial Advisor Leadership Investment Banking Financial Services BFSI
#Hiring#SENIOR & jUNIOR ADVISOR- For L S B Isy.1. WEALTH MANAGEMENT.= TEAM LEADER & INDIVIDUAL..2. RM- EQUITY- = TEAM LEADER & INDIVIDUAL.#SALES_Cum_TRADING.#CTC: Up to 25 LACS.Location: KOLKATA, AHMEDABAD. MUMBAI, BANGALORE, HYDERABAD, DELHI, PUNE, DELHI, CHENNAI.1. Ensure timely advice to customers for Equity and Derivative markets2. Portfolio Review to be done monthly with clients for deepening the Client relationship.3. Ensure adherence to Compliance process for advice given5. Daily meetings to be done with existing clients and new prospects for business.Role Requirements;o Educational Qualifications: Graduation in any discipline/ MBA Finance, NCFM.o Experience: MINIMUM 3 Years in Equity / MF / PMS / Broking.- SALES & TRADING.o Domain Knowledge: Understanding of capital marketsInterested candidates can Share updated CV- on datalivetech@gmail.comwith your current CTC.
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Relationship Manager-Customer Engagement (Female)

Skywings Advisors Private Limited

  • 1 - 7 yrs
  • 6.0 Lac/Yr
  • Gurgaon
Relationship Manager Customer Service Manager Banking Sector Finance Advisor CRM Client Relationship Manager
Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 branches with approx. 1000 to 1500 customers will be mapped )Cross sell of Asset( HL, LAP, CL,PL, GL, WC, CV )Liability( CA, SA TD) and Third Party & Investment Products( LI GI Trinity & MF) on the mapped bookDeepening of CA SA and TD mapped relationships.Meeting and conversion on leads from VRM and CEC.Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business.Ensuring customer stickiness and category upgrade.Acquisition, X-sell of business & Service activations to existing customersExplain all the Facilities of the Bank in Form of Demonstration both online / offlineEnroll the customer for the services which would be useful for himHandle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance.Speed and efficiency of service givenSales targets for banks and investment products.Customer acquisition from Family Household & referrals.Have higher NPs scores
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Finance Advisor

Enexperts Consulting Groups

  • 0 - 1 yrs
  • Noida
Corporate Finance Investment Banking Finance
Finance Internship:2MonthsLocation: Noida (Remote/work from Home)Job Description:You will have the opportunity to put your financial expertise to use by modeling, analysing, and reportingfinancial data in the real world as a finance intern. Your input and creativity will be valued as we strive forconstant innovation and improvement while working closely with our seasoned finance team. This internship is afantastic chance to get practical experience in a busy, dynamic workplace.Key Responsibilities: Contact to Business Owners/Startups/MSMEs related to Finance Services Cold Calling/Emails related to the Financial Services Develop and utilize spreadsheets, databases, and other computer applications Assist with financial modeling Be given professional analytical and management support work assignments Assistance may be required in the preparation of monthly or weekly financial reports. Manage specialized information, reports, forms dealing with fees, billing, tracking of projects, etc Enter information into the financial accounting system of the company Enter information into the financial accounting system of the companyEligibility For Job : You must complete your graduation degree. You must pass out XI and XII Mathematical aptitude and proficiency are crucial. The interns need to be familiar with the fundamental concepts and procedures of accounting and financialanalysis. To prepare files, maintain records, and interpret data in both statistical and narrative form, one must be able togather, assess, and interpret data. Good communication skills, both in writing and verbally Additionally needed are abilities in data entry and verification, problem-solving, computer knowledge, a varietyof software programs, and standard office supplies.It is a full-time / Part-time Job for the youngest and fresher.Internship Period: 3-6MonthsStipend: Based on Performance/Unpaid (5k-15k)Industry Financial Services / Banking, Investments /
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Business Manager/ SR Business Manager ( Associate and SR Associate)

Global TechHunt Services

  • 2 - 8 yrs
  • 6.0 Lac/Yr
  • Gurgaon
Retail Sales Channel Sales Direct Sales Insurance Sales Banking Sales Loan Advisor Walk in
OUR PERKSWe are an empty canvas. You decide what you would like to draw on it. We have the experience, hustle, a clear mission and we have a strategy + funds to back it. Come join us and be part of a world class team in Fintech, solving for one of the core aspirations of every Indian to own a home. Some things you can expect in the coming months (and maybe you help us launch it too!): Health Insurance Super Top up Insurance Medical check-ups Wellness Benefits Car Leasing KEY RESPONSIBILITIES Create business and revenue through Home Loan / LAP sales via channel partner/advisors/connectors & open market Effective liaison with banks/NBFCs for processing of loan cases Devise and implement various partner acquisition and retention programs Responsible for driving monthly and quarterly sales targets and other metricsAbility to use all communication platforms effectively like (telephone, email, face to face) Devise and implement various partner acquisition and retention programsDESIRED CANDIDATE PROFILE:2 - 6 years of experience in Home loan/LAP sales in NCR region in fintech/banks/NBFC/DSA channel, preferably in DSA market Excellent interpersonal as well as written and verbal communication skillsStrong team worker who can manage multiple stakeholders Must be highly sales oriented and results driven Working knowledge of Microsoft Office and CRM toolsNOTE:-Business Manager: 2+ years of experience in Home loan/LAP sales in NCR region in fintech/banks/NBFC/DSA channel, preferably in DSA market.Sr Business Manager: 4+ years of experience in Home loan/LAP sales in NCR region in fintech/banks/NBFC/DSA channel, preferably in DSA market.
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Sales Advisor (full Time)

Prerana Hr Solution

Retail Sales Corporate Sales Channel Sales Direct Sales Financial Services Sales Insurance Sales Mutual Funds Sales Stock Broking Equity Broking Insurance Advisor BFSI SIP Banking Sales Account Opening B2C Sales B2C Marketing B2B Sale Walk in
Provide advisory services to clients on various financial products and investment options offered by Religare Broking LtdThis may include stocks, mutual funds, commodities, derivatives, and other financial instrumentsActively engage with potential clients and leads, either through inbound inquiries or by making outbound calls. Your primary responsibility is to convert leads into clients by offering tailored financial solutionsUnderstand the financial goals, risk tolerance, and investment preferences of clients. Based on their needs, recommend suitable investment strategies and products.Stay updated on the latest financial market trends, investment products, and regulatory changes.This knowledge will help you offer informed advice to clients. Meet or exceed sales targets, which may include revenue, number of clients acquired, or other performance metrics set by the companyBuild and maintain long-term relationships with clients. Provide ongoing support and address their queries and concernsEnsure a high level of client satisfaction. Ensure compliance with all regulatory and company policies while advising clients and handling their investments.Conduct research on financial markets and related news to offer timely insights to clients. This can help clients make informed investment decisions. Maintain accurate records of client interactions, recommendations, and transactions in the company's CRM (Customer Relationship Management) system. Collaborate with other teams within Religare Broking Ltd,uch as research analysts and support staff, to provide a seamless and comprehensive client experience
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Financial Advisor

BZ Consultant

Investment Banking Financial Advisor Work From Home
We are hiring for Financial consultant advisor for Remote job profile with flexible working hours. Also fresher are most welcome.
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Bancassurance Sales Manager (life Insurance)

ConnectIN Jobs Global

Bancassurance Executive Life Insurance Life Insurance Agent Life Insurance Advisor Bancassurance Manager Bancassurance Agency Development Manager Agency Manager Agency Sales Agency Sales Manager Agency Development BFSI Banking Insurance Banking Sales Walk in
Purpose of the Job: To plan and achieve business targets in the area of productivity, new premium, persistency, agent activation etc. Take responsibility for scanning the market for emerging opportunities. To devise and implement sales strategy to promote the productivity of the field force. To promote customer-centric culture among both staff and field force.Job Profile Key Responsibilities: Responsible for quality team development and playing an important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activation: To manage productivity and activation of the Advisors within the team. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. Recruitment of Advisors to ensure growth and productivity. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Candidate should have a minimum of 1 year of experience in any Field / Banking / Insurance/- Direct channel (Life Insurance) experience preferable
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Recruitment Manager

Kotak Life Insurance

Sales Business Consultant Business Partner CRM Executive Sales and Marketing Banking Officer Insurance Agent Finance Advisor Wealth Manager Recruitment Manager Work From Home Walk in
Job Description For KOTAK lifeJob & Responsibilities:-- Recruitment and Developing the business team.-Imparting product knowledge to the team- Motivating the team to utilize maximum potential of individuals -Recognizing team members basis their performance with awards and rewards.- Minimizing / Reducing the attrition rate.- mentoring the team to achieve their career goals.Address: Kotak Life, Upper ground floor, Himalaya House, K.G. Marg , Nearest Metro Station Barakhamba Exit No-06. Connaught place, New Delhi-110001.*Age- Minimum Required 35 years and maximum 65* Benefits:--Flexible Working Hours- Training and Support.- Reward and social Recognition -Striking incentives- work from home / work from office in which you are comfortable.- international TripsPlease let me know if you are interested in this profile,Thanks & Regards Harsha (Recruiter)
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Sales Manager

Rupeek Fintech

Banking Insurance Gold Loan Officer Gold Loan Executive Gold Insurance Advisor Branch Sales Manager B2C Sales B2B Sales Executive
We are Looking for Sales Manager. 1. Meet and Pitch Rupeek Offering to Potential Customers.2. Build Trust By Handling Customer Objection.3. Co-ordinate with Central Team to Resolve Issues in On Going Transaction.
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Agency Development Manager

Times Consultancy Sevices

Direct Marketing Performance Management System Sales Banking Sales Pharma Medical Representative BDE Torisum Hotel Manager Education Agent Channel Sales Direct Sales Executive Insurance Advisor Insurance Agent Insurance Manager Real Estate Sales Mark Agency Development
Designation :- Associate Agency Development Manager/ Relationship managerChannel :- Agency & Direct Profile :- Team handling managerResponsibility :- ????1. Recruit 6 people within 6 months????2. Provide training n motivation. 3. Generate business from themFacility :- ????1.Provide PF 2.Under Pay roll of company3.10 lakhs life insurance policy nd n 5 lakhs health insurance policy. 4.Training will be provided for 12 days. 3/4 star hotel. Pune / Mumbai or Ahmedabad any one location 5. Sunday Holiday & 2/3 saturday holidayGovernment holiday will be provided. 6 . 54 days paid leave in a year7 . + incentives.Eligibility:- Any Graduate/Diploma holder/MBA can apply for this position.A person with sales experience is required.For more informationConatct :-Hr Manager Vandana Pandey
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Branch Sales Manager - Banca Channel

Hirva HR Solutions Pvt. Ltd.

Banking Officer Branch Sales Manager Bancassurance Executive Insurance Life Insurance Advisor Sales Executive Loan Executive Casa Banking Operations
- To Manage the Banca sales through assigned Bank Branch- To Close The leads Provided By the Company- To Handle the walk-in customer- To Do Cross Selling of the Products- To do Cold calling on the lead based data
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Operation Executive

LM Financials

  • 0 - 3 yrs
  • 2.0 Lac/Yr
  • Delhi
Microsoft Office Banking Operations Finance Assistant Communication Skills Mutual Funds Insurance Advisor Operation Executive
Job Openings for 2 Operation Executive Jobs for Freshers in Delhi, Delhi/NCR,Finance Assistant,Communication Skills,Personal Trainer, having Educational qualification of : Other Bachelor Degree, B.B.A, B.Com with Good knowledge in Microsoft Office,Banking Operations, Finance Assistant,Communication Skills,Personal Trainer etc.
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Urgent Required Candidate For HDFC Bank ( On Roll Job )

Perfect Solution Group (Spectrum Placement Services)

Credit Card Sales Insurance Sales Insurance Advisor Banking Sales Loan Sales Loan Agent Walk in
Industry - Banking SectorPost - Credit Card Sales OfficerQualification - Graduate With Good Communication Skill.Salary - 13000/- to 18000/- Per Month + in Hand +ESIC +PF+ Good IncentiveExperience - Maximum 6 MonthGender - Male & Female Can ApplyLocation - Gurgaon, Nehru Place, KaushambiDuties & Responsibilities------Interpretation of Credit Bureau Report, Assessment of Income, Analysis of Bank Statements, Assessing eligibility. Customer Interaction to understand needs, finds solutions within the product range available. Calculation of Net Present Values of maturing assets using excel sheets or programs.NOTE- CHARGES APPLY
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Banking Associate (Female)

Black Riders Advertising Pvt. Ltd.

  • 4 - 6 yrs
  • Delhi
Banking Assistant Banking Officer Relationship Manager Corporate Banking Manager Corporate Banking Banking Associate Banking Advisor Relationship Manager Priority Banking Banking Operations Manager Investment Banking
Black Riders Production LLPWe at Black Riders Production LLP, Head Office Located at MG Road, Ghitorni, New Delhi. Looking for Experienced Banking Specialist Male or Female ( preferably based in Delhi/NCR ) to take care/handle our Banking Related Matters / Issues. Primarily we are into business of Advertising, Marketing, Event Management & Exhibitions but we are coming into new online ( mobile & web app based ) business venture, which would be complete online based application, so for this new business venture, we would be requiring multiple banks/private wallets as payment gateways, such as to integrate them on our online platform to make and receive payments.Job Requirements: Experienced Banking Specialist. Having Very Good Connects/Link with various Private Banks/ Govt Banks / Private Wallet Companies such as Paytm /Phone Pe / Freecharge / Razorpay etc. Having at least 4-5years of Banking Experience in any Banking Domain. Knowledgeable, Presentable having Good Communication Skills. Bringing Multiple Banks/Private Wallets on our Online Platform such as to Maintain Smooth Operation of making and receiving payments.Job Location : Head Office, MG Road, Ghitorni, New Delhi.Timings:10am to 7pm Contact Further for Detail Discussions :Black Riders Production LLP
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Business Development Manager

India Realty

  • 3 - 9 yrs
  • 7.5 Lac/Yr
  • Gurgaon
Corporate Sales Business Development Key Account Management Lead Generation Client Relationship Management Marketing Management Sales Insurance Advisor Insurance Sales Banking Wealth Management Marketing Manager Sales Manager Business Development Manager
PositionsGM, AGM, Sr Manager, Manager, Direct Sales Executives, Broker Sales, Alternate Sales Channel and a lot more.Responsible for generating net sales and new revenue, within existing relationships and new clients, by leveraging the broad suite of product offerings to our relevant customer segments.Development and implementation of Major Account / Sales strategy with identification of opportunities and winning opportunities with eye on increasing market share and maximizing customer retention.Provide feedback and market requirements to strategic business units to drive product innovation and improved market competitiveness.Overall responsibility for Sales/Account Management/Sales targets to maximize revenue and meet corporate objectives.Develop strategies and tactics to maximize growth opportunities and continually strengthen market share and revenue achievement.Develop and maintain market intelligence and an understanding of market trends and client business needs.Desired Skills Polished verbal and written communication style. Ability to confidently build a strong rapport with customers and internal stakeholders,Comfortable in interacting with and presenting to executives and senior leadership.Lead and develop the organization with regard to competence, professionalism and streamlined processes Expand the customer base and acquire profitable BusinessResponsible for key account relationship with key customers in the region.Excellent presentation and documenting skillsA team worker with good interpersonal skillsAbility to work under pressure and to make decisions under UN-predictable situation and think outside the box to make it simplerKey Competencies:Result DrivenCustomer ChampionCaptivator Good written & Verbal communication skills.Role Model Develops self & Team, promotes good work ethics & professionalism
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Opening For Investment Officer

FROST BOX PRESS

Investment Banking Investment Advisor Management Consultant Work From Home
PR Tech Global is expanding and our franchising team is growing exponentially. We are looking for an experienced Investment professional that can support our franchising network with expertise in investment management focusing on the IT sector.As an Investment professional with PRTG you will develop new relationships with clients around the world and assist them with investments in our business operations: franchising, exclusive projects and commercial financing.We are looking for experienced investment professionals that have a background in Investment Banking, Capital Markets, Hedge Funds or Commercial Law.Communication is key and you will be able to develop new relationships with clients and support them with their investment decisions for the long term. We offer attractive returns on our exclusive projects and our skilled teams work together to deliver the outcomes required in the business.Join our team and contribute to London's award winning technology business.
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Relationship Manager ( Life Insurance Sales)

ConnectIN Jobs Global

BFSI Life Insurance Advisor Life Insurance NBFC Loan Sales Executive Agency Development Manager Agency Development Banking Sales Banking Insurance Bancassurance Bancassurance Executive Agency Channel Manager Agency Sales Agency Sales Manager Direct M Walk in
Purpose of the Job: To plan and achieve business targets in the area of productivity, new premium, persistency, agent activation etc. Take responsibility for scanning the market for emerging opportunities. To devise and implement sales strategy to promote the productivity of the field force. To promote customer-centric culture among both staff and field force.Job Profile Key Responsibilities: Responsible for quality team development and playing an important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activation: To manage productivity and activation of the Advisors within the team. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. Recruitment of Advisors to ensure growth and productivity. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Candidate should have a minimum of 1 year of experience in any Field / Banking / Insurance/ Education or Any other sales.
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Life Insurance Sales Officers (Agency / Direct Marketing)

ConnectIN Jobs Global

Life Insurance Agent Bancassurance Executive Life Insurance Advisor Life Insurance Field Executive Field Officer Field Worker Field Supervisor Bancassurance Manager Field Sales BFSI Mutual Funds Loans Mutual Funds Sales Banking Sales Walk in
Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredRESPONSIBILITIES & DUTIES- Develop various sources of agent hiring & build a team of agent & agent pipe line- Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring- Development of agent prospecting habits, calling habits and work habits- Work with agent on planning and reviewing of activities and goals- Identify the training needs of the agent and work with Trainers to improve the same- Meet Business Targets- Improve agent productivity & retention- Maintain the quality vectors of business including persistency and surrender
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