BFSI Job Vacancies in Puducherry

We are looking for a proactive and responsible Field Loan Officer to manage loan disbursement and recovery operations in the assigned area. The role involves field visits to verify customer credentials, facilitate loan processing, and ensure timely collections of EMIs or overdue payments.

Key Responsibilities:Business Development:Drive life insurance sales through assigned bank branches.Identify and convert potential customers into policyholders.Achieve monthly and quarterly sales targets.Relationship Management:Build strong rapport with branch staff to generate business leads.Train, motivate, and support bank employees to cross-sell insurance.Maintain healthy relations with partner banks to ensure smooth operations.Sales Execution:Conduct need-based financial planning for customers.Pitch suitable life insurance products aligned with customer requirements.Manage customer queries, documentation, and policy issuance.Compliance & Process Adherence:Ensure adherence to IRDAI and company compliance guidelinesMaintain accurate records of leads, sales, and customer interactions.Safeguard customer interest through transparent communication.Key Skills & Competencies:Strong sales and negotiation skills.Excellent communication and interpersonal skills.Ability to build and maintain relationships.Goal-oriented, self-motivated, and target-driven.Knowledge of banking operations and financial products preferred.Qualifications & Experience:Graduate / Postgraduate in any discipline.14 years of sales experience (preferably in BFSI/insurance/banking).

We are looking for 50 Relationship Manager - LAP/MF/HF - Field Related job Posts in Kumbakonam, Thanjavur, Tiruchirappalli/Trichy, Perambalur, Mayiladuthurai, Puducherry, Pudukkottai, Aranthangi, Pudukkottai, Lalgudi, Thottiyam, Namakkal, Krishnarayapuram, Chidambaram, Cuddalore, Cuddalore, Villapuram, Madurai, Virudhachalam, Neyveli, Sirkali, Nagapattinam, Thiruvarur, Mannargudi, Thiruthuraipoondi, Panruti, with deep knowledge in Customer Relationship, Customer Service, BFSI, Negotiation Skills and Required Educational Qualification is : Higher Secondary, B.A, B.C.A, B.B.A, B.Com, B.Sc, Post Graduate Diploma, Any Master Degree

Target 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 Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals, etc.