Array ( [0] => bfsi [1] => pune ) BFSI Jobs in Pune,BFSI Job Vacancies in Pune Maharashtra
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BFSI Job Vacancies in Pune

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Relationship Manager - Full Time - Freshers

Impact HR & KM Solutions

  • Fresher
  • 3.0 Lac/Yr
  • Pune
Customer Relationship Customer Service BFSI Interpersonal Skills HNI Acquisition Negotiation Skills Team Management Skills
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.
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Opening For Direct Sales Manager

Career Bridge

  • 2 - 8 yrs
  • 4.0 Lac/Yr
  • Pune
Direct Sales Casa Sales Executive BFSI Customer Relationship HNI Acquisition Team Management Skills
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.
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Relationship Manager

Sownmark

Customer Service BFSI Customer Relationship Negotiation Skills Interpersonal Skills Team Management Skills HNI Acquisition
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
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Relationship Manager (Female)

Mfins Private Limited

  • 1 - 5 yrs
  • 6.0 Lac/Yr
  • Pune
Customer Relationship Customer Service Negotiation Skills HNI Acquisition BFSI Team Management Skills Interpersonal Skills
Relationship Management - Handle clients and look for cross sell and up sell opportunitiesNew Business DevelopmentHandle team & ensure their productivityOperational aspects of branch Products - Mutual Funds and Insurance
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Walk-Ins Interview For Urgent Requirement For Agency Development Manager

Sresth Info Solution

Insurance Life Insurance Insurance Agent Area Sales Business Development Agency Channel Sales Relationship Manager Zonal Manager Regional Manager Territory Manager FMCG NBFC BFSI Real Estate Sales Deputy Manager Agency Sales Lead Generation Field Marketing Territory Sales Insurance Sales Field Sales Direct Marketing
-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.
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Relationship Associate

Skywings Advisors Private Limited

Casa Credit Cards Insurance Direct Agency Broking Cross Selling Bank Branch Banking BFSI
We are hiring for the leading life insurance company. Channel - BancaJob Responsibility-The Candidate will be assigned or tagged under 2 to 3 Branches of Bank.The candidate should work along with the Branch Manager and Team members of Bank and promote the life Insurance product to the Customers of Bank.The candidate prime responsibility should build good relationship with the Branch Managers and Team members of the Assigned Branches and generate maximum lead from the branches assigned and take it to closure and generate maximum revenue.Need to visit all the assigned branches.Must Criteria : Should be having min 1 year of Life Insurance experience/ cross selling experience of Insurance sales/ Banking/ Financial Services sales experienceQualification- Min GraduationAge - 22 to 35yrsCTC - up to 3.25LPA + 6000 travel allowancesLocations: (Colva, Porvorim, VARCA) - Goa, (Satara, Baramati, Kharadi) - Pune, CHIPLUN - Ratnagiri, Charkop - Mumbai, Chennai, JaipurKindly share your resume on 9759214470 or else mail on skywingsadvisors38@gmail.comRegardsAnjali
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Walk-in For Urgent Opening For Relationships Manager

Supro info solutions

Sales Field Sales Casa Sales Insurance Sales Loan Sales BFSI Sales Sales Officer Senior Sales Officer Area Sales Manager Territory Sales Manager Business Development Manager Sales Development Manager Cold Calling Upselling Cross Selling
contact:- 6352448697* Working on leads provided by firm.*Meeting customers daily.*Achieving targets.*direct channel
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Advisor- For L S B Isy.

Nextgen Placement

Sales Financial Advisor Leadership Investment Banking Financial Services BFSI
#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.
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Jobs by Popular Location

Relationship Manager (Female Candidates Preferred)

Weekly Fruits

  • 0 - 6 yrs
  • 3.5 Lac/Yr
  • Pune
Customer Relationship Customer Service BFSI Interpersonal Skills HNI Acquisition
Sales profileSales of financial products
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Relationship Manager

SKICorp Solution

BFSI Home Loans Home Loan Executive Home Loan Counsellor Mortgage Loans Housing Loan
Must-Have Candidate must be a graduate in any field. Must be Tech-Friendly At least 1-year Experience in Home loan and DSA Management and DST Channel Strong customer focus and commitment to continuous improvement. Ability to proactively network and establish effective working relationships. Good verbal and written communication skills, organizational and negotiationskills. Strong consulting skills and demonstrated ability to work in a team environment,as a member.JDManage customers/partners to develop relationships and acquire businessfrom partners on regular basis. Follow up with warm leads and uncover new prospects to develop newcustomers/partners. Use a varying sales approach to include some mix of telephone, email, inpersoncustomer visits, creative marketing campaigns, conferences, usergroups, and other networking events. Respond to RFPs for new and existing customers. Manage and ensure data integrity in our CRM tool and provide weekly reports tothe managers. Engaging with contractors connectors and DSAs to directly reach out to thecustomers.
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Hiring Sales For Pune

Talent Spinners

  • 0 - 4 yrs
  • 3.0 Lac/Yr
  • Pune
Sales Executive Life Insurance Advisor BFSI Field Sales
Bancassurance:1)Handling Walkin customers of Bank Branch.2)Meet with customers on appointment basis.3)Making good relations with RM's for lead conversion.4)Selling suitable investment products of the company.
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Bancassurance Sales Executive (Life Insurance)

ConnectIN Jobs Global

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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SR. Sales Manager

Talent Spinners

Sales Consultant Insurance Manager Business Development Manager Agency Development Direct Channel Tied Channel Bancassurance Manager BFSI Mutual Funds Sales
Job descriptionAchieving business goals and revenue target. Overseeing operations, managing budget, and setting performance objective. Training, and supporting managers as well as conducting regular performance appraisals. Developing and implementing businessRequired Candidate profile-Proven work experience as a Sales Manager, Area Manager-Ability to measure and analyze key performance indicator-Ability to lead, motivate sales team, communication skill, problem-solving attitude
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Junior Sales Officer

hirekaro global Services

  • 0 - 2 yrs
  • 1.8 Lac/Yr
  • Pune
Good Communication Skills Field Executive Direct Sales Executive Sales Coordinator BFSI
We are looking for a Junior Sales Officer for one our NBFC client who can drive sales through corporate DSA Channels and take ownership and deliver results.Responsible for onboarding of new DSA / Corporate DSA.Preparing sales related reports including daily call reports, weekly reports, sales projection report, monthly sales plan etc.To create a ground network of DSA's and Connectors that will bring in PL business to the company.To maintain constant engagement and relationship with all partners to ensure longevity of business.To liaise internally with credit and operations teams for ensuring disbursals of files logged in with the company.To execute dynamic contests and competitions with all partners to maintain the relationship.Will be reporting to the RSM on a daily basis.Owning and hitting/exceeding Monthly sales targets.Performance based incentives included.This is an on-field job and not work from home.Experience & Skills Required: 1year of work experience selling personal loan in Banking & Non Banking Companies.Must have present or past relevant experience of unsecured or secured loans working with a bank or NBFC or with a DSA that serves banks or NBFC.Must be okay with an on-field job of visiting partners daily and maintaining constant engagement with them.Must be having a network of partners with him or should be willing to make a network of on-ground partners and DSA's to ensure inflow of business.Should have relevant and updated knowledge about PL (product, policy, structure etc.)Team player should be able to work under pressure.Good networking skills.Good Communication Skills.Field WorkKnowledge of the local territory and language is preferred
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HR Recruiter

Anuprit Capital Ltd

  • 2 - 5 yrs
  • 8.0 Lac/Yr
  • Baner Pashan Link Road Pune
Sourcing Specialist Finance Banking Recruiter BFSI BFSI Recruitment NBFC NBFC Recruitment Interviewing Candidates HR Recruiter
We are looking for a HR Recruiter executive with an experience of hiring in BFSI industry to execute our full cycle recruitment, from identifying potential hires to interviewing and evaluating candidates.HR Recruiter responsibilities include sourcing candidates online, updating job ads and conducting background checks. If you have experience with various job interview formats, including phone screenings and group interviews, and can help us recruit faster and more effectively, wed like to meet you.Ultimately, you will play an important part in building a strong employer brand for our company to ensure we attract, hire and retain the most qualified employees.
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Sales Executive BFSI

Telamon HR Solutions

  • 0 - 1 yrs
  • 1.3 Lac/Yr
  • Pune
Direct Sales Sales Advisor Sales Associate Sales Assistant Sales Marketing Executive Business Development Executive Sales Executive Business Development Associate Walk in
Should have minimum 6 mths of exp in any sales SHould be ready to work on fieldshould be having a bike and licenseGraduate mandateFreshers are welcome
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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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Hiring For Corporate Agency Manager

Skywings Advisors Private Limited

Insurance Insurance Sales Life Insurance BFSI Banking Sales Cross Selling Bancassurance Banca
We are hiring for the leading life insurance company for Banca channel*Role & responsibilities:- Sells Insurance products in a bank sitting, advice customers on insurance options, and manages client portfolios.- Get business Through branch walking customers .- Collaborating with bank staff to identify potential insurance clients.- Presenting and selling Life insurance products to customers.- Providing excellent customer service and support throughout the sales process.*Age:- 21 to 38*Experience required:- 1 to year in life insurance sector*Qualification:- Any graduation
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Hiring For Relationship Manager (Female Candidates Preferred)

Mfins Private Limited

  • 1 - 5 yrs
  • 6.0 Lac/Yr
  • Pune
Customer Relationship Customer Service Negotiation Skills HNI Acquisition BFSI Team Management Skills Interpersonal Skills
Relationship Management - Handle clients and look for cross sell and up sell opportunities New Business DevelopmentMarketing & Promotional activitiesTeam management for their productivityOperational tasks of BranchProducts - Mutual Funds and Insurance
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Looking For Relationship Manager (Female Only)

Mfins Private Limited

  • 1 - 5 yrs
  • 3.5 Lac/Yr
  • Pune
Customer Relationship Customer Service Negotiation Skills HNI Acquisition BFSI Team Management Skills Interpersonal Skills
Relationship ManagementHandle clients and look for cross sell and up sell opportunities Products - Mutual Funds and Insurance
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Sales Administrator

Telamon HR Solutions

  • 1 - 2 yrs
  • 1.8 Lac/Yr
  • Pune
BFSI Sales Administrator Sales Advisor Sales Associate Sales Assistant Sales Marketing Executive Business Development Executive Sales Executive Business Development Associate Sales Officer Mortgage Sales Walk in
Designation: Sales Officer Mortgage SalesRole/Functional Area: Sales/Business DevelopmentLocation: PAN IndiaExperience: 0.6 year 2 yearsSalary Range: As per industry standard
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Bancassurance Officer - Life Insurance Sales

ConnectIN Jobs Global

Field Sales Field Sales Manager Field Sales Executive Field Executive Agency Sales Life Insurance Life Insurance Sales Life Insurance Advisor BFSI Agency Development Manager Agency Channel Manager Agency Development Agency Manager Bancassurance Executive Walk in
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
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Agency Channel Manager (Life Insurance)

ConnectIN Jobs Global

Agency Development Manager Agency Development Agency Channel Manager Agency Manager Field Executive Field Sales Field Sales Manager Field Sales Executive Agency Support Officer BFSI Banking Sales Life Insurance Life Insurance Advisor Walk in
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
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Direct Marketing Associate Life Insurance

ConnectIN Jobs Global

Life Insurance Life Insurance Sales Agency Development Sales BFSI Business Development Executive Marketing Executive Direct Sales Executive Life Insurance Agent Life Insurance Advisor Agency Development Manager Field Sales Manager Bancassurance Walk in
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
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Senior Sales Officer

hirekaro global Services

  • 1 - 3 yrs
  • 2.3 Lac/Yr
  • Pune
Direct Marketing Direct Sales Executive Field Executive Sales Coordinator Banking Sales BFSI Good Communication Skills
We are looking for a Senior Sales Officer for one our NBFC client who can drive sales through corporate DSA Channels and take ownership and deliver results.Responsible for onboarding of new DSA / Corporate DSA.Preparing sales related reports including daily call reports, weekly reports, sales projection report, monthly sales plan etc.To create a ground network of DSA's and Connectors that will bring in PL business to the company.To maintain constant engagement and relationship with all partners to ensure longevity of business.To liaise internally with credit and operations teams for ensuring disbursals of files logged in with the company.To execute dynamic contests and competitions with all partners to maintain the relationship.Will be reporting to the RSM on a daily basis.Owning and hitting/exceeding Monthly sales targets.Performance based incentives included.This is an on-field job and not work from home.Experience & Skills Required: 2years of work experience selling personal loan in Banking & Non Banking CompaniesMust have present or past relevant experience of unsecured or secured loans working with a bank or NBFC or with a DSA that serves banks or NBFC.Must be okay with an on-field job of visiting partners daily and maintaining constant engagement with them.Must be having a network of partners with him or should be willing to make a network of on-ground partners and DSA's to ensure inflow of business.Should have relevant and updated knowledge about PL (product, policy, structure etc.)Team player should be able to work under pressure.Good networking skills.Good Communication Skills.Field WorkKnowledge of the local territory and language is preferred
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