BFSI Job Vacancies in Madhya Pradesh

STATE BANK BRANCH RELATIONSHIP PROFILE CREDIT CARD SALES WORK 50% FIELD WORK AND 50% BRANCH WORK GOOD OPPORTUNITY FOR ALL CANDIDATES

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

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

job for customer relationship

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

Hi candidates , We hiring for Associate area Manager Profile for leading life insurance companyChannel - Agency business partnerRequirement for a energetic and diligent Managers/partners for Life Insurance Company-Identify ; Recruit potential Insurance Advisors through partners-Drive business targets through partners -Coach advisors & partners for higher productivity, prepare strategy ; achieve targetCTC 6 Lpa + Incentive; onroll jobAge: 25 to 45 maxSales ;Bfsi experience required.Kindly mail your resume on skywingsadvisors9@gmail.comJyoti

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.

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

- 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

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.

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.

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

Purpose of the Job: 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 ProfileKey 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/ Education or Any other sales.

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. Bancassurance JD :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.Agency Development Manager -JD 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 surrenderDirect Marketing JD :.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