Fresher BFSI Jobs

As a Finance Advisor, you will play a crucial role in helping clients make informed financial decisions. You will work directly with clients to understand their financial goals and provide tailored guidance.**Key Responsibilities:**- **Client Consultation:** Meet with clients to discuss their financial situations, needs, and goals. This involves listening carefully and gathering relevant information to offer the best advice.- **Financial Analysis:** Analyze clients' financial data and documents to provide insights and recommend suitable financial products or strategies that fit their specific needs.- **Portfolio Management:** Help clients build and manage their investment portfolios, ensuring their choices align with their risk tolerance and financial objectives.- **Market Research:** Stay updated on market trends and financial products to provide clients with the most recent and relevant information.- **Documentation and Reporting:** Prepare reports and documentation related to clients' financial plans, ensuring accuracy and compliance with relevant regulations.**Required Skills and Expectations:**- Strong communication skills are essential to explain financial concepts clearly to clients.- Basic understanding of finance and investment principles is required.- A keen analytical mindset to interpret financial data accurately.- Proficiency in using computers and basic office software, as daily tasks include documentation and reporting.- Ability to work collaboratively in a team environment while also being self-motivated.- A professional attitude and the ability to maintain confidentiality regarding clients' financial information. This role is ideal for someone eager to start their career in finance and who possesses a strong willingness to learn and grow in the industry.

We are looking for a motivated Field Sales Executive to join our team in Kolkata. This role involves actively engaging with customers, driving sales, and promoting our products in the field. **Key Responsibilities:**- **Client Engagement:** Regularly visit potential and existing customers to build strong relationships and understand their needs. This helps in tailoring our offerings effectively.- **Sales Reporting:** Maintain accurate records of sales activities, customer interactions, and feedback to ensure transparency and help in strategizing future sales.- **Product Demonstration:** Present our products to customers, showcasing their features and benefits. This is essential for helping clients make informed purchasing decisions.- **Market Research:** Collect valuable information about competitors and market trends, which will aid in refining our sales approach and staying ahead in the industry.- **Achieving Sales Targets:** Focus on meeting and exceeding monthly sales goals set by management, contributing to the overall growth of the company.**Required Skills and Expectations:**- Strong communication skills are essential to effectively convey product information and build rapport with clients.- Ability to work independently and manage time efficiently, as the role involves travel and meeting clients on-site.- Basic understanding of sales techniques and customer service principles will be important in fulfilling job responsibilities.- A proactive attitude and enthusiasm for sales are crucial to drive results.- While previous experience is a plus, candidates with a positive mindset and a willingness to learn will be considered.

Job Description :-1. Candidate Will Be Tagged Under 2-3 HDFC Bank Branches2. Work Along With Branch Manager And Team Members Of HDFC Bank3. Promote Aditya Birla Sun Life Insurance Products To HDFC Bank Customers4. Build Strong Relationships With Branch Managers And Team Members5. Generate Leads From Assigned Branches And Convert Them Into Business6. Generate Maximum Revenue For The Company7. Visit All Assigned Branches On A Daily Basis

We are seeking a motivated Banking Sales Executive to join our team in Lucknow. This entry-level position is ideal for individuals eager to grow their careers in the banking sector and engage with customers.Key Responsibilities:1. **Customer Engagement**: Actively reach out to potential clients to understand their banking needs and promote suitable products, helping to generate interest and build relationships.2. **Sales Target Achievement**: Work towards achieving monthly sales targets by effectively presenting banking services and closing sales, contributing to the overall growth of the branch.3. **Market Research**: Conduct research to identify market trends and competitor offerings, providing insights that can help enhance the bank

Financial Advisor will be responsible for setting up appointment with clients for their respective supervisor.

Key Responsibilities:-Manage the full recruitment life cycle (sourcing to on boarding)Collaborate with hiring managers to understand job requirements and workforce planningCreate and post job descriptions on job portals, social media, and company career pagesSource candidates through databases, networking, job boards, and referralsScreen resumes and conduct initial interviewsCoordinate interviews with hiring managers and stakeholdersEvaluate candidates

As a Relationship Manager, you will play a crucial role in building and maintaining strong connections with clients. Your primary goal will be to enhance customer satisfaction and loyalty, helping the organization succeed.**Key Responsibilities:**- **Client Relationship Management**: Establish and nurture relationships with customers, understanding their needs and preferences to provide tailored solutions.- **Customer Support**: Respond to client inquiries and resolve issues promptly, ensuring high levels of satisfaction and trust.- **Sales and Upselling**: Identify opportunities to promote additional services and products based on client needs, contributing to revenue growth.- **Market Analysis**: Monitor industry trends and customer feedback, using insights to improve services and innovate new offerings.- **Reporting**: Prepare regular reports on client feedback, sales trends, and relationship metrics to share with management for strategic planning.**Required Skills and Expectations:**- **Communication Skills**: Strong verbal and written communication skills are essential to interact effectively with clients and colleagues.- **Interpersonal Skills**: Ability to build rapport and manage relationships with diverse clients, showcasing empathy and understanding.- **Problem-Solving Skills**: A proactive approach to identify issues and provide effective solutions that meet client needs.- **Team Player**: Work collaboratively with team members to achieve common goals and enhance overall client satisfaction.- **Knowledge and Education**: A background in B.A, B.Com, B.Sc, or an Advanced/Higher Diploma is preferred, along with a desire to learn and grow in the role.

A Financial Advisor is responsible for helping clients manage their finances, achieve their financial goals, and secure their future.

Job Title: Sales Executive - Personal LoansDepartment: Sales - Personal LoanWork type: Open Market / Field SalesLocation: SuratATS Link: https://prolegion.com/jobs/a7377196-1331-4451-b17b-01e2981c63ea?utm_source=placementindiaJob Summary:We are looking for a dynamic and result-oriented candidate for the position of Open Market Personal Loan (OMPL) Executive. The candidate will be responsible for sourcing personal loan customers from the open market, building strong customer relationships, and achieving sales targets as assigned by the organization.Key Responsibilities:Generate leads and source Personal Loan customers from the open market.Meet prospective customers and explain the features and benefits of personal loan products.Achieve monthly sales targets assigned by the manager.Maintain a strong relationship with customers to generate repeat business and referrals.Collect required documents from customers and ensure proper submission for loan processing.Coordinate with the internal processing team for application status and approval updates.Ensure compliance with company policies and documentation requirements.Maintain accurate records of leads, applications, and conversions.Eligibility Criteria:Minimum Graduate in any discipline.Freshers or candidates with 0-2 years of experience in sales / BFSI / personal loan sales can apply.Good communication and convincing skills.Willingness to work in field sales / open market sourcing.Preferred Skills:Basic understanding of banking or financial products.Ability to achieve sales targets and work in a fast-paced environment.Good interpersonal and customer-handling skills.Additional Requirements:Candidate should have a two-wheeler and valid driving license.Comfortable with field work and market visits.Note:1. Applications will only be accepted through the ATS link provided above. Profiles shared through other means will not be considered.2. Prolegion does not charge any fee from candidates at any stage. If anyone approaches you for money in exchange for this opportunity, treat it as fraud and report it to us immediately.

Key ResponsibilitiesPortfolio Management: Manage a dedicated portfolio of existing clients, ensuring their needs are met and identifying opportunities for growth.Strategic Advisory: Act as a consultant to the client, recommending products or services (financial, real estate, or corporate) that align with their specific objectives.Revenue Generation: Meet monthly or quarterly targets through upselling, cross-selling, and client retention.Conflict Resolution: Serve as the primary point of contact for any issues, ensuring swift and professional resolution to maintain client trust.Networking: Actively seek new high-net-worth (HNW) or corporate leads through referrals and professional networking.Market Intelligence: Stay updated on market trends and competitor offerings to provide proactive advice to clients.Required Skills & QualificationsInterpersonal Skills: Exceptional ability to build rapport and communicate with high-level executives or HNW individuals.Financial Literacy: Strong understanding of market dynamics, investment products, or industry-specific commercial terms.Negotiation & Persuasion: Ability to handle complex negotiations and close deals while maintaining a client-first approach.Organization: Highly organized with the ability to manage multiple client accounts simultaneously without compromising quality.Experience: Typically requires 3-5 years of experience in sales, banking, real estate, or client servicing.

Job Requirements :-Profile - *Relationship Manager*Product - *Insurance*Channel - *Direct* ( Some leads will be provided by company )*Communication skills must include good Level of English, Local Language Mandate* Salary - *(Chennai - *3.3 LPA for Fresher and 4.5 LPA Max For Exp* / Bangalore - *3.5 LPA for Fresher and 5 LPA Max For Exp* (25% hike on Last CTC for Exp Candidate)Work from field Immediate joinerLocation - Bangalore* Travel allowances will be provided Fixed Saturday & Sunday working (Rotational Off)Mandatory (Two wheeler & Licence)

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

Hiring: Front Line Sales Executive Banking LoansIndustry: Banking & Financial ServicesRole: Front Line Sales (Loans)Experience: Freshers & up to 2 YearsCTC: 2.5 LPA 5 LPALocation: Pan India Job OverviewWe are hiring Front Line Sales Executives for leading banking and financial institutions. This role involves sourcing and selling loan products, building customer relationships, and achieving sales targets. Key ResponsibilitiesPromote and sell banking loan products such as:Home LoansLoan Against Property (LAP)Business LoansPersonal Loans (as applicable)Identify and approach potential customers through field sales and referralsExplain product features, eligibility, and documentation requirementsMaintain relationships with customers and ensure excellent serviceAchieve monthly sales targets and contribute to team growthCoordinate with internal teams for smooth loan processing Eligibility CriteriaEducation: Minimum Graduate (any stream)Experience: Freshers or candidates with up to 2 years of sales experienceAge: As per company normsSkills Required:Good communication & interpersonal skillsBasic understanding of sales & customer handlingWillingness to work in field sales What We OfferCompetitive salary (2.5 5 LPA)Performance-based incentivesTraining & career growth opportunitiesOpportunity to work with leading banks & NBFCsPan India job locations Contact : 9511141033 , 9455950201, 9696503868 or hr@nextmoveindia.in , www.nextmoveindia.in Interested candidates can apply through the Google Form below: Apply Now:https://lnkd.in/gepdSYjt

Company Profile: We are a one-stop financial services shop, widely known for quality of its advice, personalized service and cutting-edge technology. We started our journey in 2008. Currently we are serving more than 50,000 investors with a team of 100 members. Our core product offering is mutual fund, FD, Govt. Bonds, Debenture, etc. Role & Responsibilities:Engage with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures.Offer personalized investment solutions aligned with clients short-, medium-, and long-term financial goals.Maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels.Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance.Drive business growth by tracking leads, following up on prospects, and acquiring new clients through referrals, networking, and community outreach.Qualification : Minimum Graduate from any stream.Experience : Freshers can apply.Remuneration : As per company normsWorking days : Monday to Saturday (first 6months)Post 6months alternate Saturday off.Contact: Mobile : 8108518344

As a Relationship Manager, you will be responsible for building and maintaining positive relationships with clients. Your key responsibilities will include meeting with clients to understand their needs and concerns, providing them with personalized service, and resolving any issues they may have. You will also be expected to upsell products or services to existing clients to increase revenue.To excel in this role, you should have excellent interpersonal and communication skills, as well as the ability to build rapport with clients. A strong customer service orientation and problem-solving skills are also essential. Additionally, you should be detail-oriented, organized, and able to work independently in a remote work environment. A willingness to learn and adapt to new technologies and processes is also important for success in this role. While no prior experience is required, a graduate degree in a relevant field is preferred.

Key Responsibilities:1. Provide financial guidance: Assist clients in understanding their financial goals and develop tailored strategies to achieve them.2. Conduct financial analysis: Analyze clients' financial situations, including income, expenses, assets, and liabilities, to offer personalized recommendations.3. Offer investment advice: Recommend suitable investment options, such as stocks, bonds, mutual funds, and retirement accounts, based on clients' risk tolerance and financial objectives.4. Monitor client portfolios: Regularly review and adjust investment portfolios to ensure they align with clients' changing financial circumstances and market conditions.5. Educate clients: Keep clients informed about market trends, economic developments, and changes in financial regulations to help them make informed decisions.6. Build relationships: Develop long-term relationships with clients through regular communication, trust-building, and addressing their financial needs and concerns.Required Skills and Expectations:1. Strong communication skills: Ability to explain complex financial concepts in simple terms and build rapport with clients.2. Analytical mindset: Proficiency in analyzing financial data and making sound recommendations based on facts and figures.3. Customer service orientation: Dedication to providing exceptional service and meeting clients' needs promptly and effectively.4. Knowledge of financial products: Understanding of various investment vehicles, insurance products, and retirement planning options.5. Attention to detail: Thoroughness in reviewing financial documents, conducting research, and preparing reports accurately.6. Compliance knowledge: Familiarity with financial regulations and commitment to adhering to ethical standards and industry best practices.