BFSI Job Vacancies in Siliguri

As a Loan Officer, you will play a crucial role in facilitating loans for clients. You will work directly with potential borrowers to understand their needs and help them secure financing. Your primary responsibilities will include:- **Assessing Loan Applications:** Review applications to determine the creditworthiness of potential borrowers, ensuring they meet the necessary criteria.- **Advising Clients:** Provide guidance to clients regarding loan options that best suit their financial situations and help them understand the loan terms.- **Conducting Credit Checks:** Evaluate clients' credit scores and financial history to assess their ability to repay the loan.- **Processing Loan Documentation:** Ensure all necessary documents are collected and accurately processed to complete the loan approval process efficiently.- **Maintaining Client Relationships:** Build and nurture relationships with clients, offering support throughout the borrowing process to enhance customer satisfaction.- **Meeting Sales Targets:** Work towards achieving individual and team targets set for loan disbursements, demonstrating strong sales skills.To be successful in this role, candidates should possess strong communication and interpersonal skills, enabling them to effectively engage with clients. Attention to detail and analytical abilities are essential for evaluating applications accurately. A basic understanding of financial products and the ability to explain complex information simply will be beneficial. Candidates should be motivated, goal-oriented, and able to work in a fast-paced environment while providing excellent customer service. A minimum educational qualification of a 12th pass is required.

Minium 1 year expeeience

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.

Dear Candidate ,We hiring for Business Development Manager ProfileRequirement for a energetic and diligent Managers for Life Insurance Company-Identify ; Recruit potential Insurance Advisors-Drive business targets through Advisors-Coach advisors for higher productivity, prepare strategy ; achieve targetCTC : up to 3.45LPA+ good incentivesRequirements: min 2yrs in sales and marketingQualification: min graduation is mandatory.Regards,Jyoti

Greetings for the Day!There is urgent hiring for Relationship Manager- Sales profile for a leading Insurance company. Position Title: Relationship ManagerJob Location: Kolkata / Siliguri in West Bengal & Allahabad / Varanasi in UPTravel: Within StateRoles & Responsibilities: Recruit insurance Point of Sale Person (POS) from allotted area and strategic alliance concluded by head office who would represent company and sell motor Insurance and other products in the market. Training the POS on products and sales to meet business targets. Fix customer appointments and visit potential customers for new business in order to achieve desired monthly Goal. Make the customer understand about the various benefits available in the plan & check whether it meets with the customers' requirements. Self-sourcing of customer leads from own natural market to sell Life Insurance products.Customer Leads when provided are to be called and fix appointments for sales visit and convert the lead to sales. Cross-sell/Up-sell products. Assuring that the business targets are met as per goal sheet given. Fix customer appointments and visit potential customers for new business. Manage and monitor monthly renewal base and achieve the renewal retention MOMCriteria Required: Education Qualification: Graduate any stream / Male. Experience of at least 2 years of General Insurance sales or BFSI sales. Local resident for some time should have natural market in that location. Own/drive 2-Wheeler/4-Wheeler is must in order to meet potential clients/channels regularly and OWN laptop.Thanks & RegardsNeha PrasadSr. Consultant

Purpose of Role: The primary responsibility of the RM/ Sr. RM is to sell insurance policies by generating leads though retail distribution model and serving existing customers or leads that received from the channel apart from sourcing business. Convert leads and generate business through leads shared by the organization. Visit potential customers for New Business Grow existing accounts and develop new accounts in order to meet sales & profitability goals establish by the Direct Sales Management Ensure that business targets are met month on month He/she should be able to offer customized insurance solution to the customers for all their financial needs. Ensure all Training modules laid by L&D department are attended & certifications obtained. Direct selling to the customers via appointments (office/Home Visits) Ensure the leads/appointments allocated are attended & reverted within TAT. Ensure self-sourcing Targets are achieved ensure business reporting, MIS on sales call, Lead Utilization and conversion are updated & maintained daily. Ensure that MIS/Reporting Formats are maintained/updated on a regular basis Be an insurance solution provider for our customers Educate the Customer about the company/channel Customer Servicing Ensure strict adherence to Human Resource NormsDecision Scope: To provide correct and complete information on products to all customers that will help transparency and smooth sale of the business. This will ensure that the channel will remain competitive and successful.**CTC we can offer is between 2.2 5 Lac depending upon relevant experience and suitability (Maximum no of candidates would be hired between 2.2-4 Lac CTC, for highly experienced/performers, we can go up to 5 L)

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 requiredLife 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.

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.