Banking Insurance Jobs

As the company works on advisory model, the Wealth Manager will be responsible for the promotion, development and handling of client relationships related to financial planning and wealth management.The capacity utilization of a WM will be as follow1. Marketing activities including moving into the market 60%2. Handling of portfolio including doing technical analysis- 30%3. Tax planning 10%

Job descriptionThe Mutual Fund Operations Executive will be responsible for handling day-to-dayoperational processes related to mutual fund transactions, documentation, and clientinstructions.Required Candidate profileThe role requires strong attention to detail,effective communication,a client-centric approach to ensure smooth and timely service deliverycapitalplacement02@gmail.comP- 9891750342 W- 7895263093

We are seeking a dedicated Manager Business Partner to enhance our operational success in Kolkata. This role is ideal for individuals with a passion for business development and stakeholder engagement. Candidates should have a proactive approach and excellent communication skills.Key Responsibilities:1. **Stakeholder Engagement**: Build strong relationships with clients and partners to understand their needs and align our services accordingly.2. **Business Development**: Identify growth opportunities in the market and develop strategies to attract new clients while retaining existing ones.3. **Data Analysis**: Analyze business performance metrics to provide insights and recommendations for improvement.4. **Project Management**: Oversee various projects to ensure they are completed on time and within budget, coordinating with different teams as needed.5. **Reporting**: Prepare and present reports on business performance, opportunities, and challenges to senior management.Required Skills and Expectations:Ideal candidates should possess excellent communication and interpersonal skills, enabling effective relationship-building. A strong understanding of business processes and a willingness to learn about market trends are essential. The ability to work independently and manage time efficiently is crucial. Candidates should be comfortable with data analysis and have a basic understanding of project management principles. Flexibility and adaptability in a dynamic work environment will be highly valued. A proactive attitude combined with a willingness to embrace challenges is important for this role.

Role & Responsibility (Agency)* Candidate have to recruit agents team under them & they have to develop a business threw team members.* As per monthly report regarding candidates work & team work company will give them incentives other then salary.* Lead will not provided by company.* Candidate must have to build up his own team base on his network.

Generate Revenue by getting business from leads generated through assigned 4-5 Bank. Cascade the incentive programs to Banks StaffResponsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy documentDevelop new markets/ segments in line with company sales strategy from time to time.Build a good customer base in order to cross-sell & up-sell.Build long term relationship with the bank staff.

The Selected Candidates Will Be Expected to Actively Sale Insurance Policy, Loans, Credit Cards, Mutual Funds and other Financial Products to Interested Customers. this is a Part Time Job and Can Be Done At Any Time and Earn Extra Income Based On the Performance. Smartphone is Mandatory

-Candidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever needed-Candidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever needed-Candidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever needed-Candidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever neededCandidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever neededCandidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever needed

Position : Financial Service AssociateRole and Responsibility: To monitor closely the HL data and cross sell insurance (HDFC Life and Non Life), fixed deposits and other products as introduced by the company to home loan customers of HDFC Sales To source open market business too and achieve the targets assigned To be completely aware of the products being offered by the company and understand competition offering and handle customer objections To ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options Relationship building with the Home Loan Executives to which he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed To build a relationship with the customer so that he/ she is able to cross sell other product offering basis the need of the customer, thereby managing theentire account of customer. FSA to ensure to source customers family details, other general insurance details, other loan details etc To be in sync and work together with the partner representatives Understanding the joint customer ownership at the time of servicing etc To ensure timely renewal of the business sourced To ensure appropriate processes defined are being followed and undergo the training and certification for being compliant towards selling of variousproducts (insurance, mutual funds etc)Always be well-groomed, and ensure your sales kit is organized and completeMaintain a company-first attitude and be respectful toward fellow colleagues, seniors , partners etcNote: Must have your own two-wheeler.Must be a graduate with experience in Insurance/FD/MF. Freshers Can also apply

Hi,Hope you are doing well.We have an opening for Area Sales Manager Health Insurance (Banca Channel).CTC: Up to 4.5 LPARole & Responsibilities:Relationship management with assigned bank partnersBuild and maintain strong relationships with bank branch staffAchieve GWP targets for the assigned partners and territoryTrain and develop partner sales and service teams to pitch effectively to customersEnable partners to generate new business and achieve targetsMaintain a daily tracker of visits, calls, and activities with accurate reportingUse digital tools and sales applications to support maximum digitizationUnderstand client requirements, pain points, and opportunity areasProvide need-based health insurance solutions to increase customer stickinessIf you are interested in exploring this opportunity, please share your updated CV.If not, kindly refer suitable candidates.Warm Regards,APARNA S RResource Analyst 7736085911 aparna@jobsnta.com www.jobsnta.com

1.Recruit and build a team of insurance advisors.2.Train and support advisors to achieve business targets.3.Handle field work and customer meetings.4.Support advisors in lead generation and sales closure.5.Ensure monthly targets are achieved.Eligibility:1.Graduate in any stream.2.Interest in sales and team handling.3.Willing to do field work.4.Good communication skills.Salary & Benefits:1.CTC 3LPA -6LPA2.Monthly Allowances3.Attractive incentives4.Annual Bonus5.Free medical benefitsWhy Join ICICI Prudential?1.Leading and trusted brand.2.Strong career growth opportunities.3.Fixed salary + High incentives.

The Insurance Sales Manager will be responsible for leading a team of sales representatives to achieve sales targets and increase revenue for the company. This role involves developing sales strategies, training and coaching team members, and monitoring their performance to ensure success.Key responsibilities include identifying sales opportunities, building strong relationships with clients, and providing excellent customer service. The Insurance Sales Manager will be expected to analyze sales data, track progress towards goals, and adjust strategies as needed to drive results.Candidates for this position should have excellent communication skills, a strong understanding of insurance products, and the ability to motivate and lead a team. A minimum of 0-6 years of sales experience in the insurance industry is required, along with a 10th pass education level. The ideal candidate will be self-motivated, results-driven, and have a strong track record of meeting and exceeding sales targets. Working from home part-time, the Insurance Sales Manager must be able to work independently and manage their time effectively.

Join our team as a Sales Executive based in Delhi, India. Your primary responsibilities will include identifying new sales opportunities, building client relationships, and achieving sales targets. You will also be responsible for maintaining customer records and providing excellent customer service.Key responsibilities:- Identify potential clients and establish contact to promote our products or services- Build and maintain long-term relationships with clients to foster repeat business- Achieve sales targets set by the company to contribute to overall revenue goals- Maintain accurate records of sales and customer interactions for future reference- Provide exceptional customer service to address queries and resolve issues in a timely mannerRequired skills and expectations:- Excellent communication and interpersonal skills to effectively communicate with clients- Strong negotiation and persuasion abilities to close deals and drive sales- Goal-oriented mindset with a proven track record of achieving sales targets- Ability to work independently and as part of a team to meet and exceed sales goals- A 12th Pass qualification and 0-6 years of sales experience are necessary for this role. Male candidates are preferred for this position.

We are hiring for India's largest DSAPosition - Sales Manager / Relationship Manager Qualification - Any GraduateWork Experience - 6 months to 3 years in Sales (NBFC, BFSI preferred)CTC - 2 to 7 LPA + incentive best in industry Location - GuwahatiJob Description: Positions open for dynamic sales professionals with excellent communication skills to build and maintain relationship with connectors, builders and CA firms, to achieve monthly targets on Personal loan, Business loan, LAP, Home loan and Insurance products.For interview, share your CV on WhatsApp - 7576805187e-mail - bsarma81@gmail.com

* To generate revenue from sales of financial products like equity, mutual fund, bonds etc.* Advise and update the client on various investment opportunities from time to time* Responsible for promotion products such as D-MAT, TRADING, MUTUAL FUND & INSURANCE.* New client prospecting through cold calling ,appointment ,reference etc.* Updated client with research report on new schemes IPO & MARKET TRENDS.* Provide investment application forms to client and assist them in filling.* Arranging investment awareness seminars.* Prepare daily sales report and send to branch head .Analysing the clients financial needs & advising* on the same* Acquiring new clients* To generate revenue by meeting the targets set by the superiors* Keeping up with the latest issues of Mutual Funds NFOs,SIP, IPOs, Life Insurance, General* Insurance, Bonds, FDs, NCDs & informing the same to the client regular on basis* Good convincing ,communication skills* Prefer candidates working in broking / mutual fund / insurance field.

Customer Service Voice Process, Sales, Banking, Insurance.

Key Responsibilities:1. Manage and nurture key relationships with clients: The key relationship manager will be responsible for developing and maintaining strong relationships with clients to ensure client satisfaction and loyalty.2. Drive sales and revenue growth: The role involves driving sales and revenue growth by identifying opportunities and cross-selling products to existing clients.3. Provide expert advice on insurance and financial products: The key relationship manager will be expected to have a deep understanding of insurance, life insurance, banking, and other related products to provide valuable advice to clients.4. Collaborate with internal teams: This role requires working closely with internal teams such as sales, marketing, and product development to ensure seamless service delivery to clients.5. Monitor market trends and competition: Stay updated on market trends and competition to identify potential threats or opportunities for the business.Required Skills and Expectations:1. Minimum 1-5 years of experience in insurance, sales, banking, or related fields.2. Strong communication and interpersonal skills to effectively interact with clients and internal teams.3. Excellent problem-solving abilities and attention to detail.4. Proven track record of achieving sales targets and driving revenue growth.5. A self-motivated individual who can work independently and as part of a team to meet goals and targets.

Generate Revenue by getting business from leads generated throughassigned 4-5 Bank. Cascade the incentive programs to Banks Staff Responsible for sales completion by facilitating completion of medicalreports & ensuring prompt issue of policy document Develop new markets/ segments in line with company sales strategy fromtime to time.

Communicating with customers, making outbound calls to potential customers, and following up on leads. Understanding customer needs and identifying sales opportunities.Closing sales and achieving sales targets.Required Candidate profileHindi, English, Telugu and Tamil language spoken candidates will be preferred.Role: TelesalesIndustry Type: Financial ServicesDepartment: Sales & Business DevelopmentEmployment Type: Full Time, PermanentRole Category: Retail & B2C Sales

Required - Growth Officer-BANCA - Any degree,BFSI,NBFC

Recruit Agents / Advisors Develop agents through coaching, training, team management support etc Drive agents and advisors team size, activity ratio, case rate per active agent and case size to achieve the premium targets

Recruit and manage a team of insurance advisors/agentsTrain, guide, and motivate the team to achieve sales targetsMonitor daily activities and ensure business growthGenerate leads and support agents in client meetingsAchieve monthly/quarterly sales and revenue goalsMaintain good relationship with clients and ensure service qualityPrepare reports and coordinate with branch/management