BFSI Job Vacancies in Hyderabad

Recruiting and Managing team of financial advisors/agents. Managing the complete life cycle of financial advisors/agents e.g., Meeting and interacting with them on regular basis Training the financial advisors/agents on our app for servicing their customers in most efficient and effective manner Driving partners for higher productivity and focus on renewals and ensuring that focus is not diluted. Achievement of Monthly/Quarterly/Yearly targets as assigned by the manager/organization from time to time. Understanding and aligning with companys policies and ensure full compliance. Maintaining the highest level of business hygiene. Identifying new approaches to enhance reach and generate more sales in the assigned region. Working on distribution of Motor, Life & health Insurance and loans, credit card, NPS, etc and products as and when introduced by the organization.

LAP SALES , MORTGAGE SALES

Skills & Persona:Graduate with 1-2 years of experience in Gold Appraisal, Valuation, Checking and Handling.Upto 30 years of ageExcellent communication skills in the local language and elementary English2 wheeler and Driving License is mandatory

Job Opening: Frontline Sales Executive (FOS) Locations: Hyderabad, Bangalore, Chennai & Mumbai Company: Bharti AXA Life Insurance Company Industry: Insurance & Financial Services Role Overview:Bharti AXA Life Insurance is looking for enthusiastic and target-driven individuals for the Frontline Sales (FOS) role. The selected candidates will be responsible for promoting life insurance products, achieving sales targets, and building long-term customer relationships. Key Responsibilities:Promote and sell life insurance products to potential customers through direct and referral-based channels.Generate leads through cold calling, market activities, and networking.Educate customers on product features, benefits, and terms.Achieve monthly sales targets and contribute to overall business growth.Maintain customer relationships and provide after-sales support.Ensure complete and accurate documentation as per regulatory guidelines. Eligibility Criteria:Experience: Minimum 6 months of experience in sales (preferably in insurance, BFSI, or telecom/FMCG sectors).Education: Minimum 12th Pass; Graduation preferred.Skills Required:Strong communication and interpersonal skills.Sales-oriented mindset with a passion for targets.Self-motivated and customer-focused.Basic knowledge of insurance products (preferred). Compensation:Salary Range: 2.25 LPA 2.75 LPA (Based on experience and interview performance)Attractive performance-based incentives available. Why Bharti AXA Life Insurance?One of Indias leading life insurers with a strong market presence.Excellent growth and learning opportunities.Supportive and rewarding work environment.

INDUSTRY: Personal Finance/Financial PlanningJOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutualfunds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincomeprojections.8. Interact with the various teams within the organization such as Research, FinancialPlanning,Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directedAPPLICANT REQUIREMENTS:1. Comprehensive understanding of finance and financial terms.2. A passion for meeting people, networking and maintaining relationships.3. Strong conversational and communication skills4. Display empathy (customer service should come naturally)

Were looking for a motivated Business Development Manager with over 2 years of field sales experience. If you excel at finding new clients, growing relationships, and hitting targets, we want to hear from you!Roles and responsibilities:: Find new business opportunities through calls, networking, and leads Build strong team with key clients and decision-makers Present company products and services to potential customers Work with the technical team to create proposals and presentations Negotiate and close sales deals Achieve or exceed sales targets Stay updated on market trends and competitors Improve sales strategies and processes regularlyCriteria:: Minimum 2+ years in Any field sales and Distribution sales Graduation must be compulsory Local from the Bangalore for last 3+ years must be knowledgeable about team handling and field sales Share your attractive resume at +91 84888 33693 shraddha@tekpillar.com

Responsible for quality customer acquisition as per product bouquet of the business. Adherence of the process and policies of the Bank while maintaining banking relationship with customers with close coordination with relevant teams.To source loan clients in line with the business plan and target.Creating and maintaining strict credit discipline and ensuring zero default in recovery.Monitor the loan portfolio conduct loan utilization checks and regular monitoring visits. Ensure compliance with policies, procedures & practices and continuously contribute to their improvement.Accurate and timely record keeping and reporting.Understanding customer needs and responding to customer queries & issues to ensure customer satisfaction.Completion of loan contracts by explaining provisions to applicant; obtaining signature and notarization; collecting fees. Any other work assigned to you from time to time.

Interested candidates can call or WhatsApp on 8469483673* Lead & manage the team ensuring business targets are met.* Manage recruitment of Sales Persons.* Develop & Implement sales strategies to achieve revenue goals.* Provide training & assign task to Sales team.* Manage Performance report of Team.

Relationship Managers /Sr Relationship ManagersCompany Overview:Shriram Life Insurance is a dynamic and customer-centric insurance provider committed todelivering unparalleled service and comprehensive coverage to our clients. We are seeking ahighly motivated and results-driven Relationship Manager to join our team. The successfulcandidate will play a crucial role in converting leads into insurance policy issuance whileproviding exceptional customer service.Key Responsibilities:Lead Conversion:Proactively engage with leads generated through various channels, including but not limited to,digital marketing, referrals, and walk-ins.Build and nurture strong relationships with potential clients to understand their insurance needsand provide customized solutions.Present and explain insurance products effectively, addressing any concerns and objections tofacilitate lead conversion.Collaborate with the sales and marketing teams to implement strategies for lead generation andconversion.Insurance Policy Issuance:Guide clients through the application and underwriting process, ensuring all necessarydocumentation is completed accurately and efficiently.Collaborate with underwriting and processing teams to expedite policy issuance whilemaintaining a high standard of accuracy.Keep clients informed about the status of their applications and provide timely updatesthroughout the issuance process.Customer Service:Serve as a primary point of contact for existing clients, addressing inquiries, concerns, andpolicy-related questions promptly and professionally.Conduct regular follow-ups with clients to assess satisfaction, identify additional needs, andexplore opportunities for upselling or cross-selling.Collaborate with the customer service team to enhance overall customer experience and resolveissues in a timely manner.Relationship Building:Develop and maintain strong relationships with clients to foster long-term loyalty and retention.Attend networking

Dear Candidate ,We came across your profile posted in a renowned portal. Sharing the Job description for a role with us for Relationship manager, Tata Capital Chennai. Bangalore.HyderabadAbout the company: Tata Capital Limited is a subsidiary of Tata Sons Limited. The Company is registered with the Reserve Bank of India as a Core Investment Company and offers through itself and its subsidiaries fund and fee-based financial services to its customers, under the Tata Capital brand. As a trusted and customer-centric, one-stop financial services provider, Tata Capital caters to the diverse needs of retail, corporate and institutional customers, across various areas of business namely the Commercial Finance, Infrastructure Finance, Cleantech Finance, Wealth Management, Consumer Loans and distribution and marketing of Tata Cards. Tata Capital has over 500+ branches spanning all critical markets in India. Website http://www.tatacapital.com/Tata Capital - Personal Loans, Home Loans, Business Loans, Car LoansTata Capital is one of Indias leading NBFCs, offering a wide range of financial products and services for individuals, SMEs and corporate clients. Visit us online to learn more about our products and services.www.tatacapital.comIndustry Financial Services Company size 5,001-10,000 employees Headquarters Mumbai, Maharashtra Job Purpose The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Main accountabilities Clien

Sales/Business Development for Life insurance products.This is Banca/Direct Channel, You will be assigned to a Bank.Leads will be provided.Two-wheeler mandatoryGood Communication skills.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.

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(

Job description :-Build a strong relationship with the sales team of the bank channel partnersAchieve sales targets as per channel strategyMeet prospective customers with the channel sales team to sell insurance solutionsProvide pre-and post-sales support (e.g., claim settlement)Ensure quality of business and persistency (renewals of premium)Enable channel sales team to use the latest digital platformsRequired Candidate Profile :-Educational Qualification: Graduate or Post GraduateAge: 21 to 38 yrsSales Experience:1 year for RM (min. 6 months in BFSI)One who loves the challenge of chasing and meeting sales targetsFor More Information Or To Apply you can send your CV to :-Pavan

To plan and achieve business targets in the area of productivity, new premium, persistency, agent activation etc. Take responsibility for scanning the market for emerging opportunities. To devise and implement sales strategy to promote the productivity of the field force. To promote customer-centric culture among both staff and field force.Job Profile Key Responsibilities: Responsible for quality team development and playing an important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activation: To manage productivity and activation of the Advisors within the team. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. Recruitment of Advisors to ensure growth and productivity. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Candidate should have a minimum of 1 year of experience in any Field / Banking / Insurance/- Direct channel (Life Insurance) experience preferable

Our Client is a leading Bank have started a journey to disrupt & revolutionize the personal banking experience; we want to create the countrys best digital-led engagement vertical to service and engage our most premium customers. This engagement vertical will be enabled by many industry-first people & tech capabilities advanced customer analytics, unified communications suite, access to 3600 product & servicing suite, hyper-personalization and Generative AI. We are looking to hire dynamic, well-rounded personal banking relationship managers for this business vertical.Responsibilities1.Serve our most affluent customers & drive growth by ensuring excellent engagement & customer service2.Act as the primary point of contact and be responsible for initiating, building & maintaining deep relationships with these customers to address all their banking needs, products and servicing requirements.3.Fully own the book, growth and customer service KPIs for mapped portfolio4.Collaborate with product specialists and subject matter experts to provide tailored solutions that align with customers' specific requirements5.Work with internal teams to drive on-ground innovation and bank's strategic initiatives6. Demonstrate a solution-oriented mindset, ensuring seamless onboarding onto Mobile/Net Banking platforms, facilitating Bill Pay services, promoting SIP, Insurance, and Investment solutions, as well as facilitating Retail, SME Loans and other pertinent banking programs7.Enforce strict adherence to the bank's policies and regulatory compliance measures8.Provide assistance during audits, ensuring conformity to internal and external regulations and guidelinesQualificationsVirtual RMs from peer banks handling HNI and Ultra HNI customersBranch Banking RM ( Field )Customer service executives in global banks based in India handling sales and serviceWealth Management and InsuranceOther sectors Hospitality, Real estate, Ed Tech etc

Demonstrates product & process knowledge, customer service skills and selling skills specifically required in the BFSI industry Create and maintain a positive and professional learning environmentMotivate trainees through effective training methodologies both in group and individual classroom dynamicsTraining experience proficient in training methodologies used in the BFSI industry, and soft skills (communication skills, critical thinking, time management, team building, etc.)

We are hiring Female counselors for D3Y Infrastructures Pvt Ltd.Location: AmeerpetAble to generate quality leads for the company.Good communication skills in Telugu.Should be extremely good-looking and convincing.Answering phones and explaining the services offered by the company.Contacting existing customers as well as prospective customers.Resolving queries related to our services.Maintaining the database of customers on a regular basis.Interested candidates can share their CVs or contact us at Job Type: Full-time, 11am-7pm or 10am-6pm.Salary: Rs 25000-45000 per month basing on Experience and Track record.Probation: 1 month.Benefits: Cell phone reimbursementSchedule: Day shift.Incentives: Upto 1 lakh rupees.Work Location: Ameerpet.

Roles & Responsibilities:1. Area/ Lane /Geography Mapping:Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle.2. Source Relationship Management:Responsible for managing the relationship with all sources assigned and identified by him in his geography/area.3. Maintain Reports:Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities.4. Channel Partner Recruitment:Responsible for identifying the need for appointment of a channel partner5. Team Huddle:Responsible for attending team huddle on a daily basis as per the set process.6. Customer Relationship Management:Responsible for enhancing the customer experience by developing and maintaining relationship with customers.7. Completion of File:Responsible for submission of complete application form, documentations and informationDesired candidate profile:1. Must be a graduate from any stream2. Should have minimum 6 months of experience in sales 3. Candidates with prior experience in BFSI will have an added advantage4. Open to travel5. Must have good communication skills

Sales Development Manager - BancassuranceEducation : Graduation / PG Must. (15 years Education)Age: 21 to 40Experience: Min 1 year to 8 years Experience in Field sales. BFSI Experience is preferred.Two wheeler Must.JD: Individual role / Team Handling.Need to recruit team and Handling Team.All leads are provided by Channel partners.Needs to meet customers in person and maintain good relationship with customers. Achieving annual basis targets in system.CTC + Attractive Incentive + On roll JobIf you are Interested Send CV to mail id or What's up CV.Refer your Friends.

We are happy to tell you that we are hiring a talented and experienced individual to join our team as a Sales / Business Development Manager. Job Responsibilities:Recruiting, screening, and training new agents.Analyzing performance and drawing up action plans. Establishing strong relationships with staff and clients. Ensuring all staff exercise good time management. Obeying agency regulations, guidelines, and policies, and ensuring staff does the same. Researching current industry/market trends and using knowledge for business improvement. Desired Candidate Profile:Experience: Mini. 2 + Year experience required Sales and Marketing of BFSI/InsuranceAge: 24-38 YearsQualification: Minimum graduation requiredOne with a pleasant personality, good communication skills, and a go-getter attitude For More information:-Pavan HR Team

We are seeking a highly motivated and result-oriented Sales Development Manager for our Banking sector operations. The ideal candidate will be responsible for driving sales strategies, achieving business targets, and expanding our customer base in the region. If you have a proven track record in field sales or life insurance, along with excellent communication and leadership skills, we invite you to apply for this exciting opportunity.Responsibilities:Develop and implement effective sales strategies to meet and exceed business targets in the Banking sector.Identify and cultivate new business opportunities, ensuring a steady pipeline of potential clients.Build and maintain strong relationships with existing clients, providing excellent customer service and addressing their financial needs.Lead, mentor, and motivate a team of sales professionals to achieve individual and team targets.Stay updated on industry trends, market conditions, and competitor activities to inform business strategy.Collaborate with cross-functional teams to ensure seamless customer onboarding and satisfaction.Prepare and present regular sales reports and performance analysis to the management.Requirements:Minimum of 2 years of experience in field sales or life insurance.Graduation from a recognized university.Proven track record of meeting or exceeding sales targets.Excellent communication, negotiation, and interpersonal skills.Strong leadership and team management abilities.Knowledge of the banking and financial services industryAbility to adapt to a dynamic and fast-paced work environment.Compensation:Competitive Salary: INR 2.75 to 3.75 LPAContact Person: HR Team: Pavan

Looking for sales officers / relationship managers for LOWN AGAINST PROPERTY - LAP

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 surrenderTarget 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

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

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

JOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutualfunds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincomeprojections.8. Interact with the various teams within the organization such as Research, FinancialPlanning,Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directedAPPLICANT REQUIREMENTS:1. Comprehensive understanding of finance and financial terms.2. A passion for meeting people, networking and maintaining relationships.3. Strong conversational and communication skills4. Display empathy (customer service should come naturally)