BFSI Job Vacancies in Nashik

Key Responsibilities & DutiesClient Acquisition & Portfolio Management:Identify, prospect, and onboard high-net-worth individuals (HNIs), SME clients, and corporate borrowers for loan sourcing and financial solutions.Manage and nurture an active portfolio of clients, understanding their financial needs and providing tailored credit/loan products.Maintain continuous engagement with clients throughout the loan lifecycle-from initial inquiry and document collection to sanction and disbursement.Channel Partner & Partner Network Development:Build, train, and manage an active network of Direct Selling Agents (DSAs), connectors, chartered accountants, and real estate developer partners to drive continuous lead generation.Conduct regular meetings with channel partners to brief them on product guidelines, eligibility criteria, commission structures, and approval norms.Credit Assessment & File Processing:Conduct preliminary financial screening and eligibility checks (income documents, CIBIL reports, balance sheets, and bank statements) before file submission.Coordinate with internal credit, underwriting, and operations teams to resolve queries, speed up sanction turnaround time (TAT), and ensure smooth disbursement.Target Achievement & Market Intelligence:Achieve monthly and quarterly loan disbursement targets across assigned product lines.Monitor market trends, competitor interest rates, and loan processing terms across partner banks and NBFCs, feeding actionable insights to leadership.

-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

-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.

#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.

Golden Opportunity for Email ProcessHR Contact - 9022264307 (Call / WhatsApp)Hiring for Excellent Process in Domestic domain.Required:-1. Experience in BFSI background & Complaint handling.2. Must have experience and knowledge in Email Process.3. Must have knowledge of CIBIL/Banking/ Email process.4. Good in written and verbal communication.5. Looking only for immediate joiner, who can join before 30th March.Perks & Benefits:-1. Excellent Salary in domestic industry2. Pick or drop facility within 20km from office location.3. If out of 20km can opt for travelling allowance.4. Other mandate services will be provided.

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

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.

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.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

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.

Key ResponsibilitiesDevelop and maintain strong relationships with existing and potential clients.Understand customer requirements and recommend suitable products or services.Manage client accounts and ensure high levels of customer satisfaction.Act as the primary point of contact for client inquiries, concerns, and service requests.Identify opportunities for cross-selling and upselling products and services.Achieve assigned sales, revenue, and customer retention targets.Coordinate with internal departments to resolve customer issues promptly.Monitor market trends and competitor activities to identify business opportunities.Prepare client reports, business reviews, and account performance updates.Ensure compliance with company policies, procedures, and regulatory requirements.

Key ResponsibilitiesDevelop and maintain strong relationships with existing and potential clients.Understand customer requirements and provide suitable products or service solutions.Act as the primary point of contact for customer inquiries and concerns.Identify opportunities for upselling and cross-selling products/services.Regularly engage with clients through calls, meetings, and follow-ups.Resolve customer issues promptly and ensure a high level of client satisfaction.Achieve assigned sales and relationship management targets.Monitor customer accounts and maintain accurate records in CRM systems.Coordinate with internal teams to ensure seamless customer service delivery.Gather customer feedback and provide insights to management.