BFSI Job Vacancies in Agra

Key Responsibilities:Business Development:Drive life insurance sales through assigned bank branches.Identify and convert potential customers into policyholders.Achieve monthly and quarterly sales targets.Relationship Management:Build strong rapport with branch staff to generate business leadsTrain, motivate, and support bank employees to cross-sell insurance.Maintain healthy relations with partner banks to ensure smooth operations.Sales Execution:Conduct need-based financial planning for customers.Pitch suitable life insurance products aligned with customer requirements.Manage customer queries, documentation, and policy issuance.Compliance & Process Adherence:Ensure adherence to IRDAI and company compliance guidelines.Maintain accurate records of leads, sales, and customer interactions.Safeguard customer interest through transparent communication.Key Skills & Competencies:Strong sales and negotiation skills.Excellent communication and interpersonal skills.Ability to build and maintain relationships.Goal-oriented, self-motivated, and target-driven.Knowledge of banking operations and financial products preferred.Qualifications & Experience:Graduate / Postgraduate in any discipline.1 - 4 years of sales experience (preferably in BFSI/insurance/banking).

Dear Candidates,We are hiring for a leading life insurance company.Requirement for a 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 targetChannel: Agency channelExperience: 2 Years in Sales BFSI experience is preferred.Qualification: GraduateCTC: upto 5LPARegardsJyoti Verma

Number of Customer meeting per day Delivery of Minimum business guarantee Creating Leads through campaigns /Cold calling Documentation, logins & Issuance tracking. Lead / Feedback / Referral Updating on LMS Meeting Business targets: Achievement of Business plan Customer servicing/ RenewalsJob Specification Should have good local Network Should have sound knowledge of Financial Industry Good communication: English/ Hindi /Regional Language Local Candidates are preferred

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

HIWE ARE HIRING FOR A LEADING FINANCIAL SERVICE JOB PROFILE - SALES OFFICER ( HOME LOAN )SALARY - 3.00 LPA TO 3.90 LPA +INCENTIVES (NCR )EDUCATION - GRADUATIONEXPERIENCE - MIN. 06 MONTHS IN ( BFSI , NBFC , DSA , FIN. TECH ) BANKING SALES , FINANCE , INSURANCE , ALL TYPES OF LOANS , GOLD LOAN , HL , PL , BL, LAP , ETC.LOCATION - 1. UTTAR PRADESH - VARANASI , LUCKNOW, KAUSHAMBI , HAPUR , MAHANAGAR , ALIGARH GORAKHPUR , UNNAO , JHANSI , AGRA , MEERUT , FAIZABAD , FIROZABAD ,LOCAL CANDIDATE REQUIRED*SEND YOUR RESUME TO -7869351832

Position : Sales OfficerRole and Responsibility: To monitor closely the HL data and Sell Home Loan 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 the entire account of customer. To ensure to source customers family details, other loan details etc To be in sync and work together with the partner representatives Understanding the joint ownership of the customer 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 various products (insurance, mutual funds etc) To always be well groomed and his sales kit should be organized and complete To maintain company first attitude and be respectful in attitude towards other fellow colleagues, seniors , partners etc