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Opening For Wealth Manager

Divine Financial Investment

  • 2 - 3 yrs
  • 6.0 Lac/Yr
  • Lucknow
Stock Broking Marketing Private Banking Mutual Funds Equity Sales Insurance Sales Mutual Funds Sales Personal Loans Banking Sales
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%
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  • 1 - 5 yrs
  • Puducherry
Positive Attitude Direct Marketing Digital Marketing Life Insurance Insurance Sales Financial Consultancy Good Communication Team Motivation
We are seeking an experienced Insurance Advisor to join our team in Puducherry, India. The ideal candidate will help clients understand their insurance needs and provide tailored solutions.Key Responsibilities:- Assess Client Needs: Meet with clients to evaluate their insurance requirements and recommend suitable policies.- Provide Information: Clearly explain different insurance products, coverage options, and terms to clients.- Build Relationships: Establish and maintain strong relationships with clients for repeat business and referrals.- Process Applications: Assist clients in completing insurance applications and ensure timely submission for processing.- Stay Updated: Keep yourself informed about the latest market trends and insurance policies to provide accurate advice.Required Skills and Expectations:Candidates should have a minimum of 1 to 5 years of experience in the insurance sector, demonstrating solid knowledge of various insurance products. A high school diploma is essential, and strong communication skills are crucial for effectively interacting with clients. You must be self-motivated, detail-oriented, and capable of working independently. A good understanding of sales principles will help you succeed in this role. It is expected that you will adapt to changing client needs and market conditions while maintaining a positive attitude. Additionally, a strong commitment to customer service excellence will be essential to thrive in this position.
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  • 0 - 5 yrs
  • 3.0 Lac/Yr
  • Pune
Collections Recovery Payment Collection Strategic Communication Negotiation Skills Cash Collection
We hired Both Freshers and experience candidates those interested in field work of collection and Recovery
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  • 0 - 6 yrs
  • 4.0 Lac/Yr
  • Lucknow
Accuracy Teamwork Product Knowledge Customer Service Time Management Sales Skills Multitasking Risk Management Cash Handling
We are looking for a Teller Service Executive in Lucknow, ideal for graduates with 0 to 6 years of experience. This full-time position involves engaging with customers and handling financial transactions accurately while providing excellent service.Key Responsibilities include:1. **Customer Interaction**: Greet and assist customers, answering queries and providing information about services offered.2. **Processing Transactions**: Handle deposits, withdrawals, and check cashing with accuracy, ensuring compliance with banking regulations.3. **Cash Management**: Manage cash drawers effectively, balancing daily transactions to ensure accuracy in financial reporting.4. **Promoting Services**: Identify customer needs and promote bank products and services, contributing to customer satisfaction and increased revenue.5. **Record Keeping**: Maintain accurate records of all transactions and customer interactions, ensuring confidentiality and data security.Required skills and expectations include:- Strong communication skills to clearly convey information to customers.- Basic numeracy skills for accurate cash handling and transaction processing.- A customer-focused attitude to provide quality service and build relationships.- Ability to work effectively in a team environment while demonstrating independence in tasks.- A commitment to following procedures and ensuring compliance with all banking regulations. Candidates must be detail-oriented and proactive in resolving customer issues, helping create a positive banking experience. A graduate degree is required to apply for this role.
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Accounts Cum Admin Executive - Shivaji Nagar Pune

B Eye Business Intelligence Solutions Pvt. Ltd.

  • 3 yrs
  • 3.8 Lac/Yr
  • Shivaji Nagar Pune
Invoicing Expense Tracking Accounting Payroll Processing Financial Reporting Record Keeping Data Entry Bookkeeping Administrative Support Microsoft Office
We are looking for an Accounts Cum Admin Executive to manage financial tasks and administrative duties at our Shivaji Nagar office. The ideal candidate will have a strong background in accounting and office management. **Key Responsibilities:**- **Record Keeping:** Maintain accurate financial records, including invoices, receipts, and expense reports, to ensure transparency and easy access to financial data.- **Ledger Management:** Update and reconcile the general ledger regularly, ensuring all financial transactions are recorded properly and discrepancies are addressed timely.- **Data Entry:** Enter financial and administrative data into the companys management system efficiently, ensuring all information is current and correct.- **Administrative Support:** Assist with various administrative tasks such as scheduling meetings, managing office supplies, and providing support to other departments as needed.- **Report Preparation:** Prepare monthly financial reports and summaries for management review, highlighting key financial metrics and offering insights for decision-making.- **Communication:** Liaise with vendors, clients, and other stakeholders to resolve inquiries related to accounts and ensure smooth interactions regarding financial matters.**Required Skills and Expectations:**The ideal candidate should possess a Master of Commerce degree or equivalent in a related field. A minimum of three years of work experience in accounting and administration is preferred. Strong analytical skills, attention to detail, and proficiency in accounting software are essential. The ability to multitask, communicate clearly, and work well in a team is also crucial. Candidates should have excellent organizational skills and a proactive attitude towards completing tasks efficiently.
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  • 1 yrs
  • 3.0 Lac/Yr
  • Gurgaon Sector 48
Collections Recovery Cash Collection Collection Agent Collection Executive Payment Collection Collection Analyst
As a Collection Executive, your main responsibility will be to manage and oversee the collection of outstanding payments from customers. You will play a key role in maintaining healthy cash flow for the company. **Key Responsibilities:**- **Contact Customers**: Reach out to customers through phone calls and emails to remind them about overdue payments and provide assistance when needed. Clear communication is essential to maintain a positive relationship.- **Manage Accounts**: Keep detailed records of collections, payments made, and outstanding amounts. This helps in tracking progress and identifying any recurring issues.- **Resolve Disputes**: Address any queries or disputes raised by customers regarding their payments. You will need to listen carefully and provide solutions or escalate the issue as necessary.- **Follow Up**: Regularly follow up with customers who have overdue payments. Consistent communication will help encourage timely payments.- **Update Records**: Ensure all customer information and payment statuses are accurately updated in the company's database. This aids in better management of accounts receivable.**Required Skills and Expectations:**Candidates should have completed at least the 12th grade. While previous experience is not mandatory, any relevant experience will be a plus. Strong communication skills are essential, as you will interact regularly with customers. You should possess good organizational skills to manage multiple accounts efficiently. A basic understanding of finance and payment processes will be beneficial. Being persuasive and assertive, yet polite, is crucial for effective collections. Proficiency in using computers and basic software is also expected to perform your duties effectively.
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10th Pass Freshers For Relation Manager

Awinmo India Marketing Pvt Ltd

  • Fresher
  • 0.9 Lac/Yr
  • Ludhiana
No Skill Reqd Management Skills Business Strategy Spare Parts Marketing
As a Relation Manager based in Ludhiana, you will play a vital role in building and maintaining strong relationships with customers and clients. This position is full-time and ideal for freshers who have completed at least the 10th grade. Your primary focus will be on ensuring customer satisfaction and fostering a positive image of the company.**Key Responsibilities:**- **Customer Interaction:** Engage with customers regularly to understand their needs and concerns, helping to build trust and loyalty.- **Problem Resolution:** Address customer complaints and issues promptly, providing effective solutions to ensure a satisfactory experience.- **Updates and Communication:** Keep customers informed about new products, services, or changes, ensuring they are always aware of available options.- **Record Keeping:** Maintain accurate records of customer interactions and feedback, helping to improve future services and strategies.- **Team Collaboration:** Work closely with other team members to develop effective sales strategies and improve overall customer service.**Required Skills and Expectations:**- Strong communication skills: You should be able to express yourself clearly and listen actively to customers.- Customer-oriented mindset: A passion for helping people and ensuring they have a positive experience with the company is essential.- Basic problem-solving abilities: You should be able to think quickly to resolve customer issues effectively.- Team player: Willingness to collaborate with others to enhance service and achieve common goals is important.- Willing to learn: As a fresher, you should be eager to learn about the role and grow professionally within the company.
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  • Fresher
  • 1.5 Lac/Yr
  • Dhamtari
Finance Communication Customer Management Dealer Management
Responsibilities:*Assist customers with two-wheeler finance process.*Explain loan details and EMI options*Collect and verify documents (KYC, income proof)*Coordinate with dealers and internal teams*Ensure smooth and timely loan processingSkills:Good communicationBasic financial understandingCustomer handling abilityQualification:Any GraduateFresher or experience preferredSalary:Fixed + Incentives
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  • Fresher
  • 3.5 Lac/Yr
  • Bhowanipore Kolkata
Written English Computer
We are looking for a motivated and enthusiastic Insurance Advisor to join our team in Bhowanipore. As an Insurance Advisor, your main role will be to help clients understand different insurance options, ensuring they choose the right plans for their needs.- **Assist Clients in Selecting Insurance Plans**: You will guide clients through various insurance products available to them, explaining the features and benefits of each option.- **Conduct Needs Assessments**: Understand the specific requirements and financial situations of clients to recommend suitable insurance solutions.- **Build and Maintain Client Relationships**: Establish trust and rapport with clients to foster long-term relationships, ensuring they feel comfortable returning for future services.- **Process Applications and Manage Documentation**: Handle the paperwork involved in setting up insurance policies, making sure all documents are accurate and completed properly.- **Stay Updated on Industry Trends**: Keep abreast of new insurance products and changes in regulations to provide informed advice to clients.We expect candidates to have excellent communication and interpersonal skills to interact effectively with clients. An understanding of basic financial concepts is a plus. As this is a full-time office role, you should be ready to work regular hours and collaborate closely with our team. A positive attitude and eagerness to learn about the insurance field will be highly beneficial for your success in this position. Freshers are welcome to apply.
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  • Fresher
  • 2.5 Lac/Yr
  • Ahmedabad
Basic Computers Communication Skills Hard Working Problem Management
As a Branch Relationships Executive, you will play a vital role in managing and enhancing relationships with clients at our Ahmedabad branch. Your responsibilities will include:- **Client Interaction**: Regularly engage with customers to understand their needs and provide satisfactory support, fostering strong relationships.- **Service Inquiry Management**: Address and resolve customer inquiries and complaints, ensuring a positive experience and retaining customer trust.- **Account Management**: Assist clients with account-based queries, including account openings, updates, and transactions, ensuring they have a seamless experience.- **Feedback Collection**: Gather customer feedback to identify areas for improvement and relay this information to enhance service delivery.- **Collaboration with Branch Team**: Work closely with colleagues in the branch to align on service goals and strategies, promoting teamwork and communication.- **Report Maintenance**: Maintain accurate records of customer interactions and services rendered, which aids in tracking performance and customer satisfaction.To be successful in this role, you should possess strong communication skills, both verbal and written, to effectively engage with clients. A friendly and approachable personality is essential to foster trust and rapport with customers. Being proactive and possessing problem-solving skills will help you handle complaints and inquiries effectively. Basic computer literacy and the ability to work well in a team environment are also necessary. Freshers who are eager to learn and grow in the banking sector are encouraged to apply.
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  • 1 - 6 yrs
  • 3.5 Lac/Yr
  • Laxmi Nagar Delhi
Sales Process Field Sales Insurance Sales Marketing Agency Sales
As an Insurance Manager, you will be responsible for overseeing the insurance operations and ensuring a smooth process in managing client policies and claims. Your role is crucial in maintaining customer satisfaction and fostering a strong relationship with clients. **Key Responsibilities:**- **Policy Management:** Monitor and manage insurance policies for clients, ensuring that they are up-to-date and meet legal regulations. This includes reviewing terms and coverage to provide the best options to clients.- **Claims Processing:** Assist clients with filing claims, ensuring all necessary documentation is completed accurately and submitted on time. You will play a key role in resolving any issues that may arise during the claims process.- **Client Communication:** Maintain regular communication with clients to address questions or concerns regarding their policies and claims. Building strong relationships will help in retaining clients.- **Market Research:** Stay updated on industry trends and competitor offerings to advise clients on the best insurance options. This will help in enhancing the service provided and keeping the company competitive.- **Team Collaboration:** Work closely with other team members to ensure efficient operation and share insights that could improve processes.**Required Skills and Expectations:**Candidates should possess strong analytical skills to assess clients needs accurately. Excellent communication skills are essential for effective interaction with clients and team members. A solid understanding of insurance policies and processes is necessary alongside proficiency in customer service. A proactive approach, attention to detail, and the ability to work independently are highly valued in this role. Previous experience in the insurance sector is preferred.
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  • Fresher
  • Rohtak
Good Communication Skills Customer Service Life Insurance Insurance Sales
We are seeking a motivated and enthusiastic individual to join our team as a Life Insurance Advisor in Rohtak, India. This part-time position is suitable for freshers with at least a 12th-grade education.As a Life Insurance Advisor, you will help clients understand and choose the best life insurance plans that meet their needs. You will build strong relationships with clients and guide them through the insurance process. Key Responsibilities:1. **Client Consultation**: Meet with clients to discuss their financial goals and insurance requirements. Listen to their needs to provide tailored insurance solutions.2. **Product Knowledge**: Understand various life insurance products and services. Stay updated with industry trends to provide accurate information to clients.3. **Sales and Marketing**: Promote life insurance products and reach out to potential clients. Utilize marketing strategies to generate leads and increase sales.4. **Documentation**: Assist clients in completing necessary paperwork for insurance applications. Ensure all documentation is accurate and submitted on time.5. **Customer Support**: Address any queries or concerns from clients regarding their policies. Provide ongoing support and follow up with clients regularly.Required Skills:To succeed in this role, you should have strong communication skills and the ability to build relationships. Being goal-oriented and self-motivated is essential since you will be working independently. Basic knowledge of insurance concepts is a plus, but we will provide the necessary training to help you excel in your role.
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Walk-in Hiring For Loan Sales Executive

Money Mudra Financial Services

  • 1 - 3 yrs
  • 3.0 Lac/Yr
  • Uttam Nagar Delhi
Loan Sale Loans Business Loan
Urgent hiring in loan sales excutive salary starting from 15k - 30k depands on interview . Fresher or Expirence both can be applied. Monday to saturday working . Sunday Fixed Off . Immedientle jooining Applied Now...
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  • 0 - 5 yrs
  • 1.5 Lac/Yr
  • Tollygunge Kolkata
Collections Recovery BPO Operations
Need Telecaller for Banking and Finance Emi Collection Over Telephone
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Insurance Manager - Full Time

Care Health Insurance

  • 0 - 2 yrs
  • Kolkata
Health Insurance Manager Agency Sales
As an Insurance Manager in Kolkata, you will be responsible for overseeing our insurance operations and ensuring that our clients receive the best service. This is a full-time position, and you will work from our office.**Key Responsibilities:**- **Managing Insurance Policies:** You will handle the creation, maintenance, and renewal of various insurance policies, ensuring that all documentation is accurate and up-to-date.- **Client Communication:** Establishing and maintaining strong relationships with clients is essential. You will address their queries and provide information about different insurance products.- **Risk Assessment:** You will evaluate potential risks faced by clients and recommend suitable insurance coverage to minimize their liabilities.- **Training and Support:** Assisting junior staff or new team members in understanding insurance processes and products will be part of your role, ensuring a knowledgeable team environment.- **Compliance Monitoring:** Keeping up to date with relevant regulations and ensuring that all operations adhere to legal standards will be necessary.**Required Skills and Expectations:**Candidates should possess strong communication and interpersonal skills to interact effectively with clients and team members. Basic knowledge of insurance products and principles is preferred, but not mandatory. Candidates should be detail-oriented, with the ability to analyze information carefully. A proactive attitude and willingness to learn will help you excel in this role. Being organized and capable of managing multiple tasks effectively is also crucial for success.
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  • 0 - 5 yrs
  • 3.5 Lac/Yr
  • Kolkata
Insurance Insurance Knowledge Interpersonal Skills
Basic requirements: 12th pass+ , Age: 25 years to 65 years. No need for insurance knowledge, part time & work from home available, IRDA exam fees 900/- High career opportunity & income opportunity.
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  • 5 - 10 yrs
  • Delhi NCR
Team Leader Team Coordinator Team Leader Sales Team Specialist Team Building b2c Marketing Team Management Skills Sales Team Handling Branch Administration Revenue Generation Channel Development Overseas Marketing B2B Sales Retail Branch Banking
We are looking for candidates who have experience in BFSI as a branch manager, having 5 years of experience in total with 2 years in team handlingThe person will get a 30-35 % hike in current CTC.
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  • 0 - 2 yrs
  • 4.0 Lac/Yr
  • Kolkata
Communication Skills Cognos Connection Financial Services Leadership
We are looking for a motivated and customer-focused Life Advisor to join our insurance team. The candidate will be responsible for advising clients on suitable life insurance products, building long-term relationships, and achieving sales targets.Key Responsibilities:Identify and approach potential clients through networking, referrals, and leadsUnderstand customer financial needs and recommend suitable insurance plansExplain policy features, benefits, and terms clearlyAssist clients with policy selection, documentation, and application processMaintain regular follow-up with existing clients for renewals and serviceBuild and maintain strong customer relationshipsAchieve monthly and yearly sales targetsStay updated with company products and market trends
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  • 0 - 1 yrs
  • 4.0 Lac/Yr
  • Netaji Subhash Place Delhi
Financial Services Financial Planning
Financial Advisor at Axis Max Life Insurance
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Fresher hiring for Finance Advisor

Money Honey Financial Services

  • 0 - 1 yrs
  • 4.0 Lac/Yr
  • Goregaon Mumbai
Financial Services Investment Planning Finance Good Communication Skills Wealth Management
Positions Open: Financial Advisor/Investment SpecialistKey Responsibilities: 1.Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospective as well as existing) which may be of interest for them or which are on the approved list; 2. Assist the client in aligning his or her investments as per his or her needs, and risk appetite in line with dynamic asset allocation; 3. Responsible for business growth as well as self growth.
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  • 0 - 5 yrs
  • 2.0 Lac/Yr
  • Tollygunge Kolkata
Basic Computer Skills Telecaller
We are hiring telecaller for loan emi collection over the phone
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  • 2 - 5 yrs
  • 5.0 Lac/Yr
  • Lucknow
Interpersonal Skills HNI Acquisition Customer Service Customer Relationship Team Management Skills
This is sales job in financial feild.1.Acquisition of new client by moving into the market -60%2. Handling of portfolio and create new references from the client -30%3. In house training for operational and technical issues -10%
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Rd Agent

Awinmo India Marketing Pvt Ltd

  • 0 - 1 yrs
  • 2.3 Lac/Yr
  • Lucknow
Equity Dealer Financial Executive Work From Home
We are Looking for Rd Agent, Recurring Deposit Agent and Executive
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Collection Executive

Money Honey Financial Services

  • 0 - 2 yrs
  • Goregaon West Mumbai Suburban
Upselling
Collection Executive role is to be in touch with the Clients to meet at their place and collect or drop the documents (from clients place) and keep update to the seniors about submission or collection
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Investment Specialist

Money Honey Financial Services

  • 0 - 2 yrs
  • Goregaon West Mumbai Suburban
Finance Advisor Mutual Funds
Explain (over the phone) the various types of investment product features and financial services to potential clients.Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goalsDevelop and deepen client relationships.Educate clients and answer questions about investment options and potential risks.Recommend investments to clients or select investments on their behalf.Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning.If needed, Meeting with clients to understand their needs and demands.Preparing financial plans with a mix of short and long term investmentsProviding periodic updates on the performance of investment portfolios.Monitor clients accounts and determine if changes are needed to improve account performance or to accommodate life changes,
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