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BFSI Job Vacancies in Indore

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Relationship Manager

Moksha Finance

Customer Relationship Team Management Skills Customer Service BFSI Field Sales Mortgage Loans Home Loans Business Loan Personal Loans Loan Syndication
Key Responsibilities:1. Client Relationship Management:o Build and maintain strong relationships with new and existing SME clients.o Act as the main point of contact for clients, addressing queries, providing advice, and resolving any issues.2. Loan Origination and Management:o Assess client financial needs and recommend suitable SME loan products.o Guide clients through the loan application process, ensuring all documentation is completed correctly.o Monitor loan performance and work with clients to address repayment issues if they arise.3. Business Development:o Identify and pursue opportunities to acquire new SME clients, either through referrals, networking, or prospecting.o Develop a strong understanding of the SME market to tailor loan products to clients' needs.4. Cross-Selling and Upselling:o Promote and cross-sell other banking products and services such as business accounts, insurance, or investment products to enhance revenue streams.o Build a portfolio of SME clients and ensure their continued satisfaction with the bank's offerings.5. Financial Analysis:o Perform financial assessments and analysis of SME clients to determine their loan eligibility and risk profile.o Work closely with the credit team to ensure the creditworthiness of clients before loan approval.6. Customer Retention:o Work on strengthening client relationships to enhance retention and repeat business.o Provide ongoing support to ensure client satisfaction and address any concerns regarding the loan products.7. Reporting and Compliance:o Regularly report on sales performance, client interactions, and loan status to management.o Ensure all loan disbursements and client interactions comply with legal and regulatory requirements.Skills and Qualifications: Bachelor's degree in Business, Finance, Economics, or a related field. Experience in sales, relationship management, or banking (preferably with SMEs). Strong understanding of SME banking products and services. Excellent communication and negotiation skills. Analytical abilities for assessing client financial needs. Strong customer service and relationship-building skills.Product List: Term Loans Working Capital Business Expansion Loans Business Loans Over Draft Cash Credit Invoice Financing Machinery Loan Msme Loan
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BFSI Customer Relationship Sales
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 meeting
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Financial Planning Manager (1-7 Years)

Skywings Advisors Private Limited

BFSI Branch Sales Banking Finance Insurance Insurance Sales Direct Channel Direct Selling Cross Selling
We are hiring for leading life insurance company for direct channel*Designation:- Financial planning manager Assistant sales managerRoles and Responsibilities1.Achieving sales target through assigned leads , which may be self-generated or generated by Branch operations, call centers and other sources2.Meeting prospective customers in the assigned geographies to understand their financial needs and selling insurance solutions3.Ensure timely communication and discussion on targets assignedAge Limit- 21 to 38Experience required:- 1 to 2 year in BFSI sectorQualification:- any graduation
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Relationship Manager (Full Time)

Veerwal Getwork Pvt ltd

BFSI Home Loans Housing Loan Mortgage Loans
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.
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Bancassurance Executive Bancassurance Manager Bancassurance Banca Sales Agency Development Manager Life Insurance Life Insurance Advisor BFSI Banking Sales Banking Insurance Direct Sales Executive Direct Marketing Executive Direct Channel Agency Sale Walk in
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
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Relationship Manager

Hirva HR Solution

Corporate Banking Sales Banking Finance Insurance Life Insurance B2b B2c FMCG Sales Loan Sales Executive CASA Cross Selling Product Selling Credit Card BFSI Funds MF Lead Generation Telecom Broking Branch Sales Manager Relation Manager
- To Manage the Banca sales through assigned Bank Branch- To Close The leads Provided By the Company- To Handle the walk-in customer- To Do Cross Selling of the Products- To do Cold calling on the lead-based data
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Relationship Officer

Kavya Management Services

Direct Marketing Wealth Management Private Banking Finance Direct Sales Banking Sales Insurance Agent BFSI Relationship Officer Customer Relationship Client Relationship Walk in
Job Profile: Position is on the payrolls of Aditya Birla Sunlife Insurance. Position will be mapped to the respective HDFC Branches per geography based businessrequirements Core responsibility is to generate insurance business through HDFC branch walk-in customersand by closing out bound leads generated by the branch staff for the assigned branch Providing support to branch profitability by selling ABSLI Insurance product through differentacquisition channels in the catchment area Will be responsible for achieving monthly sales target assigned:1. NOP Number of policies2. FYP First Year premium3. Staying ahead of competition in term of NOP & FYP due to Open Architecture4. Persistency Recurring payments5. Zero customer complaints - Manage customer complaints & resolve them withinspecific TAT and ensure quality customer service is delivered Consolidation of market share within Life Insurance in existing markets and generatepenetration in new markets Build strong professional synergies with the Banking partnerKey Expectations: Managing Bank customers requirements with the best available services and products Demonstrate excellent knowledge of insurance and banking products Communicate any product changes, process change or change in rules and regulations (internal /IRDA) with the help of training modules to the banking partners Manage the relationship with the banking partner across levels to deliver desired results Support all sales and service aspects including sales calls, policy issuance and complaintmanagementDesired profile of the candidate(mandatory)Attitude & Skill Set Should be professionally presentable at all times Should be high on communication Should possess a strong ability to Influence internal & external customers Should be able to develop strong professional relationships across levels of the partner bank Should be willing to travel within the assigned geography as requiredDesired profile of the
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Sales Executive

supro info solutions

Direct Marketing Retail Sales Business Development Channel Sales Channel Management Direct Sales Field Sales Insurance Executive Sales Banking Casa BFSI Bancassurance Banca Sales Team Leader Credit Card Sales
Interested candidates share your CV on my whatsapp number or mail idHiring for leading insurance company.Company: InsuranceChannel: AgencySalary: 1.80 L/A 2.76 L/A + IncentivesFull time on role jobQualification Criteria: Graduation Must Age: 21-38 years Experience: 2 years in sales and marketing industry Bike Must Good Communications SkillsResponsibility:Lead Generate,Establishing new business,Planning and Preparing Presentation,Writing reports,Communicating best deal to prospective clients,Report on Business activities to Management.
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Jobs by Popular Location

Business Development Manager (1-3 Years)

Skywings Advisors Private Limited

  • 1 - 3 yrs
  • 4.5 Lac/Yr
  • Indore
Banking Sales Loan Sales Executive BFSI Insurance Sales
Key Responsibilities :1. To acquire New to Bank Customers and pursue new business relationships.2. To reach out to High Net - worth individuals3. To increase the customer base by developing business relationships with existing customers.4. Acquire new business by selling Banking products like Savings Account, Current Account, Debit/Credit cards and IPG & Asset products.5. Finding new customers from open market by travelling within the local area/branch allotted.
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BDM

Skywings Advisors Private Limited

  • 1 - 7 yrs
  • 4.5 Lac/Yr
  • Indore
Banking Sales Loan Sales Executive Field Sales BFSI Cross Selling Insurance Sales Executive
Key Responsibilities :1. To acquire New to Bank Customers and pursue new business relationships.2. To reach out to High Net - worth individuals3. To increase the customer base by developing business relationships with existing customers.4. Acquire new business by selling Banking products like Savings Account, Current Account, Debit/Credit cards and IPG & Asset products.5. Finding new customers from open market by travelling within the local area/branch allotted.
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Agency Manager Agency Channel Manager Agency Development Agency Development Manager Agency Channel Life Insurance Life Insurance Advisor Life Insurance Agent Sales Business Development Manager General Insurance Sales BFSI Walk in
- 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
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Apply to 8 BFSI Job Vacancies in Indore