BFSI Job Vacancies in Surat

Job Title: Sales Executive - Personal LoansDepartment: Sales - Personal LoanWork type: Open Market / Field SalesLocation: SuratATS Link: https://prolegion.com/jobs/a7377196-1331-4451-b17b-01e2981c63ea?utm_source=placementindiaJob Summary:We are looking for a dynamic and result-oriented candidate for the position of Open Market Personal Loan (OMPL) Executive. The candidate will be responsible for sourcing personal loan customers from the open market, building strong customer relationships, and achieving sales targets as assigned by the organization.Key Responsibilities:Generate leads and source Personal Loan customers from the open market.Meet prospective customers and explain the features and benefits of personal loan products.Achieve monthly sales targets assigned by the manager.Maintain a strong relationship with customers to generate repeat business and referrals.Collect required documents from customers and ensure proper submission for loan processing.Coordinate with the internal processing team for application status and approval updates.Ensure compliance with company policies and documentation requirements.Maintain accurate records of leads, applications, and conversions.Eligibility Criteria:Minimum Graduate in any discipline.Freshers or candidates with 0-2 years of experience in sales / BFSI / personal loan sales can apply.Good communication and convincing skills.Willingness to work in field sales / open market sourcing.Preferred Skills:Basic understanding of banking or financial products.Ability to achieve sales targets and work in a fast-paced environment.Good interpersonal and customer-handling skills.Additional Requirements:Candidate should have a two-wheeler and valid driving license.Comfortable with field work and market visits.Note:1. Applications will only be accepted through the ATS link provided above. Profiles shared through other means will not be considered.2. Prolegion does not charge any fee from candidates at any stage. If anyone approaches you for money in exchange for this opportunity, treat it as fraud and report it to us immediately.

Job title: Business Development Executive (BFSI)Location: Surat, GujaratSalary: 20,000 30,000 per monthExperience: 13 years of experience in BFSI sales preferredRoles& ResponsibilitiesIdentify, acquire, and manage clients for financial products such as: Loans (Personal, Home, Business, etc.), Mutual Funds & SIPs, Insurance (Life, Health, General), Retirement Planning Solutions, Wealth Management ServicesUnderstand customer financial needs and provide tailored solutionsConduct financial planning discussions and guide clients with suitable investment optionsAchieve monthly/quarterly business targets aligned with company goalsBuild and maintain strong client relationships through regular follow-ups and advisoryStay updated with market trends, regulatory changes, and BFSI industry developmentsMaintain proper documentation and ensure compliance with company and regulatory guidelinesQualifications & SkillsGraduate / Postgraduate in Finance, Commerce, Business, or related fieldStrong knowledge of financial products, investment planning, and wealth managementExcellent communication, and relationship-building skillsSelf-motivated and target-driven with a customer-first approachActive ListeningStrong interpersonal skillsLead generation

Hello,Mitali this side from Ikamate Position: Field Sales Officer (Home Loan & Mortgage Loan)Industry: Banking / Financial ServicesDepartment: SalesJob Type: Full TimeEducation Qualification: Minimum Graduate / MBA Marketing fresher are also WelcomeExperience Required: 6 Months to 2 Years_____ Job Responsibilities: Identify and map new construction sites in the assigned city/area. Visit construction sites and build relationships with Property Sales Managers. Connect with property brokers to generate leads. Drive business generation from builders and real estate developers. Build and maintain strong customer relationships and ensure customer satisfaction.______ Product: Home Loan Mortgage Loan______ Key Skills Required: Must be presentable and confident Strong interest in Field Work Interested candidate share Cv's on 9898277317

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

Job Title: B2C Relationship ManagerCompany: Arham SharesLocations: Surat Ahmedabad Rajkot MumbaiJob Type: Full-timeExperience: 13 yearsSalary: 12,000 25,000 per month + Incentives (Negotiable)________________________________________About Arham SharesArham Shares is a leading financial services company specializing in stock broking, investment advisory, and wealth management. We empower retail investors with reliable tools, expert guidance, and personalized services to make smarter financial decisions.________________________________________Job SummaryWe are hiring enthusiastic and customer-focused B2C Relationship Managers to engage with retail clients, assist them with investments, and build long-term financial relationships. The role involves educating clients, promoting investment products, and ensuring excellent post-sales service.________________________________________Key Responsibilities Acquire new retail clients for equity trading and investment products. Understand client needs and recommend suitable financial solutions (Equity, F&O, Mutual Funds, SIPs, etc.). Guide clients through account opening, KYC, and trading activation. Provide regular follow-up, portfolio reviews, and service support. Achieve monthly sales and activation targets. Maintain client records and ensure high client satisfaction.________________________________________Requirements Graduate in any stream (Finance/Commerce preferred). Passion for stock markets and retail financial services. Strong communication, persuasion, and relationship-building skills. Prior experience in B2C financial sales or client servicing is a plus. Freshers with good communication and learning attitude are welcome.________________________________________Perks & Benefits Performance-based incentives and bonuses. Training and mentorship in financial markets. Career growth and leadership opportunities. Supportive, dynamic team environment.________________________________________To Apply:Send your resume to hr@anvtech.co / hr@arhamshare.com or call on +91 7046020729 / 7433006722.

Responsible for build up your team by using your self-network-You have to train and motivate them for sales-You have to organize sales visit for business development-Develop your team member for more business-Managing monthly and weekly meeting

-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.

Job Description : -Responsible for build up your team by using your self-network-You have to train and motivate them for sales-You have to organize sales visit for business development-Develop your team member for more business-Managing monthly and weekly meetings

Job Responsibilities:Recruiting, screening, and training new agents.Analyzing performance and drawing up action plans. Establishing strong relationships with staff and clients. Ensuring all staff exercise good time management. Obeying agency regulations, guidelines, and policies, and ensuring staff does the same. Researching current industry/market trends and using knowledge for business improvement. Desired Candidate Profile:Experience: Mini. 2 + Year experience required Sales and Marketing of BFSI/InsuranceAge: 24-38 YearsQualification: Minimum graduation requiredOne with a pleasant personality, good communication skills, and a go-getter attitude For More information:-Pavan HR Team

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 requiredTarget 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.- 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 surrender

THE KEY SKILLS REQURIED ARE:-salesb2nb2cfield sales

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

Job Title: Business Development Executive (BFSI)Location: Surat ,GujaratExperience : 13 years of experience in BFSI sales preferred Key Responsibilities:Identify, acquire, and manage clients for financial products such as:Loans (Personal, Home, Business, etc.)Mutual Funds & SIPsInsurance (Life, Health, General)Retirement Planning solutionsWealth Management servicesBuild and maintain strong client relationships through regular follow-ups and financial advisory.Understand customer financial needs and provide appropriate product solutions.Achieve monthly/quarterly business targets as per company goals.Conduct financial planning discussions and guide clients with suitable investment options.Stay updated with market trends, regulatory changes, and BFSI industry developments.Maintain proper documentation and ensure compliance with company and regulatory guidelines.Qualifications & Skills:Graduate / Postgraduate in Finance, Commerce, Business, or related field.Good knowledge of financial products, investment planning, and wealthmanagement.

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- Improve agent productivity & retention- Maintain the quality vectors of business including persistency and surrender

Job Title: Equity Dealer Stock Broking Locations: Surat, Ahmedabad, Rajkot, Mumbai Job Description: We are seeking a skilled and proactive Equity Dealer to join our team. The ideal candidate will be responsible for executing trades, providing investment recommendations, and ensuring seamless trading experiences for clients. This role demands strong market knowledge, client interaction skills, and the ability to perform under pressure. Key Responsibilities: Execute buy/sell orders for clients with accuracy and speed. Communicate trading calls and investment ideas effectively to clients. Achieve brokerage revenue targets and promote cross-selling of financial products. Maintain strong relationships with clients and provide ongoing support. Monitor market trends, stock movements, and trading activities to advise clients. Ensure compliance with regulatory guidelines and company policies. Required Candidate Profile: Must hold NISM Series 8 (Equity Derivatives) Certification. Minimum 1 year of experience as an Equity Dealer in the Stock Market. Ability to work efficiently in a high-pressure, fast-paced trading environment. Strong analytical skills and knowledge of financial markets. Excellent communication and client-handling abilities. Please Note Targets: 5 KYC (Know Your Customer): Acquire 5 new clients. Each client should have a trading margin (funds available for trading) of 50,000 to 1,00,000. 3x Revenue of Salary: Generate revenue that is three times your current salary. TPP (Third Party Products): Focus on selling the following Third Party Products: o Insurance, Term Plan, IAP (Investment Advisory Platform), PMS (Portfolio Management Services)