BFSI Job Vacancies in Ahmedabad

As a Relationship Manager in Ahmedabad, you will play a vital role in maintaining and enhancing client relationships. You will be expected to provide exceptional service and support while working closely with clients to understand their needs.**Key Responsibilities:**- **Client Engagement:** Build and maintain strong relationships with clients through regular communication, ensuring they feel valued and understood.- **Needs Analysis:** Conduct assessments to understand clients financial requirements and propose suitable products and services tailored to their needs.- **Problem Resolution:** Address client inquiries and concerns promptly, ensuring issues are resolved efficiently to enhance client satisfaction.- **Sales Support:** Collaborate with the sales team to identify potential opportunities and support them in meeting their targets through effective client interactions.- **Market Research:** Stay informed about market trends and competitor products, allowing you to provide informed recommendations and maintain a competitive edge.- **Reporting:** Prepare regular reports on client interactions and sales performance, helping the management team track progress and identify areas for improvement.**Required Skills and Expectations:**- **Communication Skills:** You must have excellent verbal and written communication skills to effectively engage with clients and present ideas clearly.- **Interpersonal Skills:** Strong interpersonal skills are crucial, enabling you to connect with diverse clients and build lasting relationships.- **Problem-Solving Ability:** You should possess strong analytical and problem-solving abilities to address client issues promptly and creatively.- **Sales Acumen:** A basic understanding of sales principles and practices will help you in identifying opportunities and promoting services effectively.- **Team Player:** Being a cooperative team member who can work well with colleagues from different departments is essential for overall success. A commitment to delivering quality service, along with a proactive and results-oriented approach, is expected in this role.

* 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.

We Have Opening In HDFC Sales Pvt. Ltd.,Position Available is Home loan Sales Officer and loan officer.Job Description:HDFC Sales Private Limited is a wholly owned subsidiary of HDFC Bank,offering financial management solutions to individuals and corporations.It focuses on areas like mortgages, life and general insurance, and other financial products.Established in 2004, HDFC Sales has grown to over 380 locations across IndiaA home loan, also known as a mortgage, is a type of secured loan used to finance the purchase, construction, or improvement of a propertyHDFC Bank offers home loan interest rates starting at 8.45% p.a. The interest rate can vary based on the type of loan, loan amountWork :Key responsibilities include identifying potential clients, explaining loan options, and managing the loan application process from start to finish.For ex: You can generate the leads in Builders, Real Estate Agents, Property Broker, Direct Selling Agents Etc.Note: Graduation Mandatory

Hiring for 2 Relationship Manager Jobs in Ahmedabad, for Freshers,Required Educational Qualification is : B.C.A, B.B.A, B.E, B.Tech, Other Bachelor Degree, Post Graduate Diploma, M.C.A, M.B.A/PGDM, M.Com, M.Tech, Any Master Degree with Good knowledge in Customer Relationship, Customer Service, Interpersonal Skills, Negotiation Skills, Team Management Skills, BFSI etc.

Field sales in Current and SAVINGS ACCOUNT of the Bank, Call: 8005926897

Job Title: B2C Relationship ManagerCompany: Arham SharesLocations: Surat Ahmedabad Rajkot MumbaiJob Type: Full-timeExperience: 13 yearsSalary: 12,000 25,000 per month + Incentives (Negotiable)________________________________________About Arham SharesArham Shares is a leading financial services company specializing in stock broking, investment advisory, and wealth management. We empower retail investors with reliable tools, expert guidance, and personalized services to make smarter financial decisions.________________________________________Job SummaryWe are hiring enthusiastic and customer-focused B2C Relationship Managers to engage with retail clients, assist them with investments, and build long-term financial relationships. The role involves educating clients, promoting investment products, and ensuring excellent post-sales service.________________________________________Key Responsibilities Acquire new retail clients for equity trading and investment products. Understand client needs and recommend suitable financial solutions (Equity, F&O, Mutual Funds, SIPs, etc.). Guide clients through account opening, KYC, and trading activation. Provide regular follow-up, portfolio reviews, and service support. Achieve monthly sales and activation targets. Maintain client records and ensure high client satisfaction.________________________________________Requirements Graduate in any stream (Finance/Commerce preferred). Passion for stock markets and retail financial services. Strong communication, persuasion, and relationship-building skills. Prior experience in B2C financial sales or client servicing is a plus. Freshers with good communication and learning attitude are welcome.________________________________________Perks & Benefits Performance-based incentives and bonuses. Training and mentorship in financial markets. Career growth and leadership opportunities. Supportive, dynamic team environment.________________________________________To Apply:Send your resume to hr@anvtech.co / hr@arhamshare.com or call on +91 7046020729 / 7433006722.

-Recruiting, training, & motivating agents.-Build & maintain strong, long-term relationships with agents.-Develop & maintain strong relationships with new & existing agents.-Providing continuous support and guidance to drive sales and performance.

We are hiring for the leading life insurance company for Banca channel*Role & responsibilities:- Sells Insurance products in a bank sitting, advice customers on insurance options, and manages client portfolios.- Get business Through branch walking customers .- Collaborating with bank staff to identify potential insurance clients.- Presenting and selling Life insurance products to customers.- Providing excellent customer service and support throughout the sales process.*Age:- 21 to 38*Experience required:- 1 to year in life insurance sector*Qualification:- Any graduation

#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.

-Responsible for build up your team by using your self-network-You have to train and motivate them for sales-You have to organize sales visit for business development-Develop your team member for more business-Managing monthly and weekly meetings

Dear Candidate, I saw your profile through Naukri.com, Currently we are for NBFCs , for all branches. Greetings of the Day!! We are glad to invite you for Onroll Job requirement (CALL IMMEDIATELY TO GET THE VENUE DETAILS. and refer your friends) Reference: Getwork. Payroll: NBFCs Responsibility-1- Managing Sales of Home Loan Product. Sourcing business through open market through different channels. Fulfilling the leads. Implement & develop sales activities to achieve target. 2-Generate leads of customers through branch Walk-In, field activity, direct customer meetings, references, internet mining & market mapping. 3- Ensure quality customer service is delivered. 4-Meeting productivity norms and monthly targets defined by the organization. Salary: 1LPA- 4.00 Lac per annum + Incentives. Location: - Jaipur(Ashok Marg), Delhi-NCR, Indore, UP, Lucknow, Kanpur, Noida, Gurgaon, Ahmedabad, Bhopal,Rajkot. Product required for HOME LOAN. Eligibility:- 1. Any Graduate or Post Graduate, & Must Driving License. 2. Experience 1 to 5+ Yrs (Sales background preferred) 3. Age: 24-32years 4. Must have flair in sales & marketing. 5. Should be a target & result oriented personality. 6. Should be smart, confident and possess a decent personality. 7. Ability to build and maintain strong relationships with new and existing customers. NOTE: NO HIDDEN CHARGE / NO COST / NO FEES / NO BOND. For WALK-IN Details immediately contact @Suman- 8409227541, E-Mail-suman@getwork.org Wish you all the best.

Job Description - Relationship Manager About GyanDhan Indias first education financing marketplace, GyanDhan is on a mission to equalize and expand access to education. Providing end-to-end education loan assistance, GyanDhan is a digital-first company that seeks to revolutionize education financing in India. With partnerships with leading lenders such as State Bank of India, Bank of Baroda, ICICI Bank, Axis Bank, and HDFC-Credila, we have disbursed over INR 5,000 crore. Backed by investors like ECF (Education Catalyst Fund) and the Indian Chapters of Stanford Angels & Harvard Angels, GyanDhan is driven by a team of 170+ young, dynamic, and enthusiastic employees. Our founders, Ankit Mehra and Jainesh Sinha, are IIT alumni with previous experience at CapitalOne - USA. Having personally faced financial constraints during their higher studies, they are passionate about democratizing education.Job DescriptionManage existing partnerships by engaging them on a regular basis, sending timely performance summary and resolving escalations.Establish new partnerships with study abroad admission companies / consultants / wealth managers / connectors.Fetching student queries for loans (from Education Consultancies) on a daily basis and then coordinating with the operations team to get their loans done. Conduct field marketing initiatives to expand our reach and engagement.Job SpecificationMust be good in communication (Language - English & Hindi))Analytical skills will be perkA plethora of opportunities to contribute to the company and grow as an individual and contribute to the growth of the company.Office Timings - 10 AM - 7 PM (With alternate Saturdays off and Fixed Sundays Off)Academic Qualifications - Any graduateLocation - JaipurCompensation - 0-1 Year Experience( 3 lpa + Performance based incentives)1-3 Year Experience( 3.5 lpa + Performance based incentives)3-5 Year Experience(

We are looking for 1 Relationship Manager Post in Jashoda Nagar, Ahmedabad for sales and services of Financial Products/Services such as Mutual Funds , insurance , Stock Broking , Laon services etc,

JD - Sales ManagerROLE SUMMARYDrive business for improving market share, profitability & growth across channels and products for the branch through demand generation, fulfilment and portfolio management with strong focus for growth in affordable segmentROLE EXPECTATIONS Driving business through acquiring new customers in the allocated region with focus to improve the affordable reach Nurturing the relationship with all sourcing partners - Connectors, Referral Partners and I Bank Enhancing business through increase in market share of affordable mortgage and deeper geography penetration along with other products i.e. LAP, Gold loan, Fixed deposits and Insurance Ensuring high levels of engagement for effective pre & post customer service. Responsible for login of files and ensuring smooth processing of files using available digital methods Complete control of NPA and Collections / overdue cases sourced Maintenance of portfolio health by ensuring lend to collect culture is followed up to the last mile Liaison with and manages legal, technical, collection, FI and RCU vendors Strong focus on post onboarding services, customer retention and audit management KEY SKILLS Understanding of mortgage related products and credit policies Regulatory, legal and compliance Knowledge relating to the mortgage industry Thorough understanding of market landscape and competitors in the region Selling and negotiation skills Excellent relationship management skills Good articulation and communication skills ROLE SPECIFICATIONSYears of experience: at least 1 year Education Qualification: GraduationLanguages known (if required): Local Location Preferred Industry exposure Mortgage experience required for branches with less than 75% of employees having experience in mortgage industry. For rest experience into BFSI sales like business loans, insurance, commercial vehicle loans, etc. can be looked at Team management experience required (Yes/No) No

Dear Candidate ,We are hiring for S2S Profile - Branch sales manager/Sr.Branch sales managerJob description: - Sales: Branch Customer Service & Sales (BCSS)caters to customer walk-ins at branches.Designing and implementing effective marketing strategies to adjust existing onesContacting potential clients and creating rapport by networking, cold calling, using referrals etcAppraising the wishes and demands of business or individual customers and selling the suitable protection plansBranch Customer Service & Sales (BCSS) caters to customer walk-ins at branches.Create new business opportunities by building trust and contacts with clientsWork on assigned leads and generate referrals from every visit that's made to customer.CTC 2.75 to 4 Lpa + Incentive; onroll jobRegardsJyoti Verma

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 requiredLife insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.

The Relationship Manager for the Direct Channel Insurance will be responsible for building and maintaining strong relationships with existing and prospective customers to drive revenue growth and enhance customer satisfaction. The ideal candidate will have a strong background in sales, customer relationship management, and insurance productsKey Responsibilities: Build and maintain strong relationships with customers to drive sales growth and retention Identify customer needs and recommend appropriate insurance products and services Collaborate with other teams and departments to ensure cross-functional alignment and optimal customer experience Meet or exceed sales targets and key performance indicators (KPIs) Ensure compliance with all company policies, procedures, and regulatory requirements Maintain up-to-date knowledge of market trends, products, and services to stay competitive and relevant Represent the company in a professional and positive manner to build strong relationships with clients, partners, and stakeholders Handle customer inquiries, concerns, and complaints in a timely and effective manner Generate leads and referrals from existing customers to expand the customer base Prepare and deliver sales reports and presentations to senior management and other stakeholdersQualifications: Bachelor's degree in Business Administration, Marketing, or a related field Minimum of 3-5 years of experience in sales or customer relationship management, preferably in the insurance industry Excellent communication, interpersonal, and presentation skills Strong analytical and problem-solving skills Results-oriented mindset with a focus on customer satisfaction Knowledge of insurance products, regulations, and industry trend

Exp in sales - BFSI, Small finance banks, Worked with a business correspondent, Insurance selling, Micro Finance, Gold Loan, money transfer, Western Union, Payment Banks, Muthoot FinancePreferable if he has experience in setting up Customer Service Point/Business Correspondent point (Would share list of organizations working as National / Corporate BC)

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 requiredTarget Achievement Drive sales and achieve targets through the bank branches Sales Support Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance. Ensure that all service Lead Generation Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals, etc.- 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

Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.

Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.

HIRINGWe are Hiring for a leading Financial service.Profile Sales Officer (Home loan )100% Field WorkFresher and experience both can applyGraduation is mustCTC. max upto 2.25 To 2.9 LPA + incentiveLocation VADODARA, AHMEDABAD, GANDHINAGARInterested one can dm me with their updated resume on 8077033176NEED RELEVANT & LOCAL CANDIDATES ONLY

Profile : Sales Officer ( Product : Mortgage Sales )Salary: 1.80 LPA to 2.25 LPA + Incentives Job :Descriptions 1. Area/ Lane /Geography Mapping:Responsible for lane to lane/ Area mapping of Area/ Geography at regularintervals with the help of supervisor. Identify new sources in the allocated Area/Geography and inform the progress to Report manager during team huddle.2. Source Relationship Management:Responsible for managing the Relationship with all sources assigned andIdentified by him in his geography/area.3. Maintain Reports:Responsible for maintaining reports related to sales and all his in the Activities prescribed format. Should maintain diary on daily basis in the prescribed formatof Activities ..4. Channel Partner Recruitment:Responsible for Identifying the need for appointment of a channel partner5. Team Huddle:Responsible for team huddle on a daily basis as per the set process.6. Customer Relationship Management:Responsible for enhancing the customer experience by developing andmaintaining Relationship with customers.7. of File:Responsible for submission of complete Applications form, Documentation andInformation.Candidate Eligibility:1. The candidate must be a graduate pass out from any stream.2. 0.6 to 1 Year of experience in sales is preferred3. The job requires extensive traveling so the candidate must be willing to travelwithin the city.4. Candidate must have good Communication skills.--