BFSI Job Vacancies in Maharashtra

Identify, onboard, and activate financial advisors across your assigned territoryBuild long-term relationships with financial advisors in the SME ecosystemwe provide extensive training, and our proprietary SCET toolGuide advisors through our intake and documentation process so cases come in cleanBe the advisor's single point of contact - responsive, knowledgeable, dependableHit activation and case-flow targets while protecting case quality

We are seeking a dedicated Relationship Manager to join our team in Navi Mumbai. The ideal candidate will have 1 to 4 years of experience in managing client relationships and will play a crucial role in fostering long-lasting relationships with our clients.Key Responsibilities:- Client Interaction: Engage with clients regularly to understand their needs and provide tailored solutions, ensuring high satisfaction levels.- Account Management: Oversee client accounts and maintain updated records, ensuring all client information is accurate and current.- Problem Resolution: Address and resolve any issues or concerns raised by clients promptly, reinforcing trust and reliability.- Sales Support: Assist in upselling and cross-selling additional services to existing clients, enhancing their experience and increasing revenue.- Market Research: Stay informed about market trends and competitor activities to provide valuable insights to clients and the company.Required Skills and Expectations:The ideal candidate should possess excellent communication skills, both verbal and written, to effectively interact with clients. Strong interpersonal skills are essential for building rapport and managing relationships. Candidates should be proactive, demonstrating a problem-solving attitude when facing challenges. A Bachelor's degree in Business or a related field is preferred but not mandatory. Familiarity with CRM software will be beneficial. Additionally, a basic understanding of sales principles and market dynamics is important. The ability to work collaboratively in a team environment while also being self-motivated is highly valued.

Key ResponsibilitiesClient Relationship Management: Acting as the primary point of contact to foster trust and long-term partnerships.Needs Assessment: Understanding client's financial goals or business needs to offer tailored solutions and advice.Sales & Growth: Meeting sales targets by identifying upselling and cross-selling opportunities within existing accounts.Conflict Resolution: Addressing client complaints and concerns promptly and professionally.Reporting & Analysis: Monitoring account performance, maintaining accurate records in CRM systems, and preparing reports on client interactions.Internal Collaboration: Working with marketing, sales, and support teams to deliver a seamless client experience.Required Skills and QualificationsCommunication: Strong verbal and written communication skills for client interaction and negotiation.Interpersonal Skills: Empathy and a customer-centric mindset to build trust.Problem-Solving: Ability to resolve complex customer issues efficiently.Technical Skills: Proficiency in CRM software (e.g., Salesforce, HubSpot) and MS Office/Google Workspace.Education/Experience: Usually requires a bachelor

Key ResponsibilitiesPortfolio Management: Manage a dedicated portfolio of existing clients, ensuring their needs are met and identifying opportunities for growth.Strategic Advisory: Act as a consultant to the client, recommending products or services (financial, real estate, or corporate) that align with their specific objectives.Revenue Generation: Meet monthly or quarterly targets through upselling, cross-selling, and client retention.Conflict Resolution: Serve as the primary point of contact for any issues, ensuring swift and professional resolution to maintain client trust.Networking: Actively seek new high-net-worth (HNW) or corporate leads through referrals and professional networking.Market Intelligence: Stay updated on market trends and competitor offerings to provide proactive advice to clients.Required Skills & QualificationsInterpersonal Skills: Exceptional ability to build rapport and communicate with high-level executives or HNW individuals.Financial Literacy: Strong understanding of market dynamics, investment products, or industry-specific commercial terms.Negotiation & Persuasion: Ability to handle complex negotiations and close deals while maintaining a client-first approach.Organization: Highly organized with the ability to manage multiple client accounts simultaneously without compromising quality.Experience: Typically requires 3-5 years of experience in sales, banking, real estate, or client servicing.

Job Title: Relationship Officer MSME / LAP / Housing LoanDepartment: Sales AssetsFunction: MSME / Loan Against Property / Housing LoanGrade: Executive / Senior Executive / Assistant Manager ILocation: As per branch requirementReporting To: Sales ManagerJob SummaryThe Relationship Officer will be responsible for quality customer acquisition as per the product bouquet of the business. The role requires strict adherence to bank processes and policies while maintaining strong customer relationships and coordination with internal teams.Key ResponsibilitiesSource loan clients in line with business plans and monthly targets.Handle Direct Market Sourcing (DST model).Manage MSME Loans, Loan Against Property (LAP), and Housing Loan products.Ensure proper documentation and file processing.Maintain strict credit discipline and ensure zero default in recovery.Monitor loan portfolio through utilization checks and regular visits.Ensure compliance with policies, procedures, and practices.Maintain accurate and timely reporting.Address customer queries and ensure customer satisfaction.Complete loan contracts by explaining terms, collecting signatures, and processing required formalities.Perform any additional tasks assigned by management.Eligibility CriteriaFor RO MSME / LAPMinimum 1 year experience in MSME Loan / Loan Against Property (LAP).Must have experience in secured business loans.Exposure to Affordable MSME / Affordable LAP is mandatory.Experience in Direct Market Sourcing required.For RO Housing LoanMinimum 1 year experience in Housing Loan / Mortgage Loan (secured).Exposure to Affordable Housing Loan segment is mandatory.Experience in Direct Market Sourcing required.Important NotesAvoid candidates from Personal Loan, Credit Card, Fresher, or Unsecured Loan background.Minimum 1 year relevant experience with proper relieving letter required.Employment gap should not exceed 4 months.Candidate must join at similar CTC.Maximum age: 30 years.CIBIL score should be 700 or above.Salary & BenefitsSalary up to 25,000 per month (based on experience and last CTC).Fuel AllowanceMediclaimTerm InsuranceQualificationGraduate in any stream (mandatory).23 years relevant experience in BFSI domain preferred.Documents Required at InterviewAadhaar Card & PAN Card copyLast 3 months payslips / latest increment letterOffer letter of current organizationExperience letter & relieving letter of previous organization

Strong background in Agency & Broker Channel- Experience in creating partners, brokers, and franchisee models- Capability to build, manage, and scale distribution networks-Candidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever needed

Hiring: Front Line Sales Executive Banking LoansIndustry: Banking & Financial ServicesRole: Front Line Sales (Loans)Experience: Freshers & up to 2 YearsCTC: 2.5 LPA 5 LPALocation: Pan India Job OverviewWe are hiring Front Line Sales Executives for leading banking and financial institutions. This role involves sourcing and selling loan products, building customer relationships, and achieving sales targets. Key ResponsibilitiesPromote and sell banking loan products such as:Home LoansLoan Against Property (LAP)Business LoansPersonal Loans (as applicable)Identify and approach potential customers through field sales and referralsExplain product features, eligibility, and documentation requirementsMaintain relationships with customers and ensure excellent serviceAchieve monthly sales targets and contribute to team growthCoordinate with internal teams for smooth loan processing Eligibility CriteriaEducation: Minimum Graduate (any stream)Experience: Freshers or candidates with up to 2 years of sales experienceAge: As per company normsSkills Required:Good communication & interpersonal skillsBasic understanding of sales & customer handlingWillingness to work in field sales What We OfferCompetitive salary (2.5 5 LPA)Performance-based incentivesTraining & career growth opportunitiesOpportunity to work with leading banks & NBFCsPan India job locations Contact : 9511141033 , 9455950201, 9696503868 or hr@nextmoveindia.in , www.nextmoveindia.in Interested candidates can apply through the Google Form below: Apply Now:https://lnkd.in/gepdSYjt

Company Profile: We are a one-stop financial services shop, widely known for quality of its advice, personalized service and cutting-edge technology. We started our journey in 2008. Currently we are serving more than 50,000 investors with a team of 100 members. Our core product offering is mutual fund, FD, Govt. Bonds, Debenture, etc. Role & Responsibilities:Engage with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures.Offer personalized investment solutions aligned with clients short-, medium-, and long-term financial goals.Maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels.Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance.Drive business growth by tracking leads, following up on prospects, and acquiring new clients through referrals, networking, and community outreach.Qualification : Minimum Graduate from any stream.Experience : Freshers can apply.Remuneration : As per company normsWorking days : Monday to Saturday (first 6months)Post 6months alternate Saturday off.Contact: Mobile : 8108518344

- Develop and execute content marketing strategies:- Create comprehensive content marketing strategies to drive brand awareness, increase website traffic, and generate leads.- Create engaging content:- Write high-quality, engaging content for various digital platforms such as blogs, social media, and email campaigns.- Analyze and optimize content performance:- Use tools like Google Analytics to track content performance, identify areas for improvement, and optimize content to drive better results.- Collaborate with cross-functional teams:- Work closely with the design, social media, and SEO teams to ensure content aligns with overall marketing objectives.- Stay updated on industry trends:- Stay informed about the latest trends and best practices in content marketing to continuously improve strategies.Skills and Expectations:1. Proven experience in content marketing:- At least 3 years of experience in developing and implementing effective content marketing strategies.2. Strong writing and editing skills:- Ability to create compelling, error-free content that resonates with the target audience.3. Analytical mindset:- Proficiency in using data analytics tools to measure content performance and make data-driven decisions.4. Team player:- Ability to collaborate effectively with cross-functional teams to achieve marketing goals.5. Bachelor's degree in B.Com or related field:- A degree in commerce or a related field to demonstrate a strong foundation in business and marketing principles.

Salary & perks - Max CTC 4 lpa+fuel& other Qualification & experience - Graduate/ Min 1 year in housing loan , mortgage Age limit 30 yearsAdditional remarks - Driving licence and vehicle is mandatory and source the candidate from nearby location only male candidate/700 cibil

Opening for Direct Sales ManagerJob Responsibilities: The candidate would be provided leads to reach out to existing customers and understand their requirement, pitch & sell them the financial products which we have to offer. 100% of the leads would be provided by the branch. He/she would be responsible to call customers, check their availability and would have to travel to their respective homes to explain the policy, collect documents and issue a policy. Candidates should be ok with field sales. Candidate must have at least 1 year of Life Insurance sales experience.You would have a strong chance of getting selected if you have - Minimum 6 months of Insurance Sales Experience. Qualification: Minimum GraduateMandatory: Should own a 2 wheeler as there will be extensive traveling involved in this profile.

A VRM (Virtual Relationship Manager) channel in insurance is a remote sales and service channel that uses phone and digital platforms to sell insurance products and manage customer relationships. A job description for this role involves tasks like contacting prospects, selling products, building client relationships remotely, providing customer service, and meeting sales targets through virtual interactions like telecalling. Key responsibilitiesSales and lead management: Reaching out to new and existing customers to present products, generate leads, and close deals over the phone.Customer relationship management: Building and maintaining relationships with customers through regular virtual interaction, addressing questions, and providing solutions.Customer service: Providing end-to-end service, including handling queries, managing policy details, and assisting with renewals and claims.Performance and compliance: Meeting sales quotas, achieving Key Performance Indicators (KPIs), and adhering to security protocols and quality standards.

Financial Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc) and help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix. As per need, male candidate may have to visit client place for completion of documentation (any place, any day and any time). Qualification : Minimum Graduate from any stream.Experience : Freshers can apply.Remuneration : As per company normsWorking days : Monday to Saturday (first 6months)Post 6months alternate Saturday off.Contact: Email : hr.mumbai@moneyhoney.co.inMobile : 8655867034;

JOB DESCRIPTIONRole - CSMChannel - BancassuranceLocation - Mumbai What are we looking for?We're looking for a Corporate Sales Manager to drive sales targets by maintaining positive relationships with channel partners and HDFC Life teams in an allocated territory.What does the job entail?Engage and nurture relationships with channel partners to achieve business targets.Design and execute a sales plan to help the team gain the maximum mindshare of distributors, thereby meeting targets and increasing market share within the channel.Review the team's progress against the plan and provide guidance to help them succeed and grow in their careers.Ensure desired sales behavior in the team by using the digital sales management process.Maintain quality and persistency of the business.Work Experience6+ years of total sales experience, with at least 2 years of team management experience.Experience in the BFSI (Banking, Financial Services, and Insurance) industry is preferred.Essential QualificationA bachelor's degree in any field.Preferred Skills :Strong skills in sales planning, team management, and a high achievement drive.

*Job Description FLS (Front Line Sales) Direct Channel**Job Title:* Front Line Sales Executive (Direct Channel)*Industry:* Insurance*Location:* Andheri Marol*Job Summary:*The Front-Line Sales Executive (FLS) Direct Channel is responsible for selling life/general insurance products directly to customers through field sales activities, leads generated by the company, or self-sourced leads. The role focuses on direct customer interaction, ensuring target achievement and customer satisfaction.*Key Responsibilities:*1. Sell insurance policies directly to individual customers through personal meetings and digital platforms.2. Convert leads generated by the company or through self-sourcing into sales.3. Build and manage relationships with new and existing customers.4. Conduct product presentations and financial needs analysis.5. Achieve monthly/quarterly sales targets and productivity benchmarks.6. Maintain accurate records of customer interactions and policy sales.7. Provide after-sales service to ensure customer satisfaction and retention.8. Ensure compliance with internal and external regulatory guidelines.

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

Financial Advisor

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

We are seeking a dynamic and motivated Tele-Sales Executive to join our team in New Delhi/Mumbai. If you have a passion for sales, excellent communication skills, and a background in the financial sector (Age 25-32yrs).Timings- 9:30am to 6:30pm. Communication: Strong verbal communication skills are essential. Financial Knowledge: Prior experience in tele-sales within the financial industry, particularly loans and credit, is preferred. Specialized Knowledge: Familiarity with secured loans, unsecured loans, and CIBIL is crucial. BFSI Sales: Experience in the business loan is Mandatory.

-Candidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever needed-Candidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever needed-Candidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever needed-Candidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever neededCandidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever neededCandidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever needed

We are looking for 100 Financial Advisor Posts in Navi Mumbai, Mumbai, with deep knowledge in Financial Services, Financial Planning, Corporate Finance, Investment Banking, BFSI, Finance, Voice Process, Leadership, Financial Reporting, Business Finance, Team Coordinator, Financial Consultancy, Brand Awareness, Analytical Ability, Analytical Skills, Infrastructure Finance, Taxation, SAAS and Required Educational Qualification is : Bachelor of Hotel Management