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BFSI Job Vacancies in Udaipur

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Relationship Manager

Skywings Advisors Private Limited

BFSI Lead Generation Sales Field Sales
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 leadsTrain, 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 guidelines.Maintain 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.1 - 4 years of sales experience (preferably in BFSI/insurance/banking).
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Walk-in For Assistant Sales Manager

Supro info solutions

Sales Field Sales Insurance Sales Life Insurance Sales Direct Sales Casa Sales Credit Card Sales Loan Sales BDM RM TL RO SO SM BFSI FMCG
Contact :- 6352448697* Candidate have to recruit agents team under them & they have to develop a business threw team members.* As per monthly report regarding candidates work & team work company will give them incentives other then salary.* Lead will not provided by co0mpany.* Candidate must have to build up his own team base on his network.
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Relationship Officer

The Career Architect

Customer Relationship Customer Service BFSI
Home Loans/LAP/Mortgage
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Sale Manager

Prerana Hr Solution

Retail Sales Manager Field Sales Executive Field Officer Customer Acquisition Banking Sales BFSI Market Executive Sales Executive Loan Sales Executive Insurance Advisor Insurance Sales Executive Credit Card Reconciliation Mutual Funds Sales Home Loan Walk in
ROLE & RESPONSIBILITY:Drive business for improving market share, profitability & growth across channels and products for the branch through demand generation, fulfillment and portfolio management with strong focus for growth in affordable segment. Driving business through acquiring new customers in the allocated region with focus to improve the affordable reach Nurturing the relationship with all sourcing partners - Connectors, Referral Partners and I Bank Enhancing business through increase in market share of affordable mortgage and deeper geography penetration along with other products i.e. LAP, Mortgage, Home Loan. Ensuring high levels of engagement for effective pre & post customer service. Responsible for login of files and ensuring smooth processing of files using available digital methods Complete control of NPA and Collections / overdue cases sourced Maintenance of portfolio health by ensuring lend to collect culture is followed up to the last mile Liaison with and manages legal, technical, collection, FI and RCU vendors Strong focus on post onboarding services, customer retention and audit management KEY SKILLS Understanding of mortgage related products and credit policies Regulatory, legal and compliance Knowledge relating to the mortgage industry Thorough understanding of market landscape and competitors in the region Selling and negotiation skills Excellent relationship management skills Good articulation and communication skills
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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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Sales Manager Bancassurance (Life Insurance)

ConnectIN Jobs Global

BFSI Bancassurance Agency Development Manager Agency Sales Banca Sales Agency Development Field Sales Field Sales Executive Field Sales Manager Field Executive Banking Insurance Banking Sales Actuarial Professionals NBFC Mutual Funds Sales Educational Walk in
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 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/ Education or Any other sales.
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Relationship Managers - (Life Insurance) - Banca/Agency/Direct Marketing

ConnectIN Jobs Global

Banking Insurance Sales Coordinator BFSI Insurance Advisor Insurance Agent Loans Mutual Funds Field 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. 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 surrender
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Walk-Ins Interview For Field Sales Executive

Skywings Advisors Private Limited

Field Executive Business Loan Loan Sales Executive Insurance Advisor BFSI
Profile- *Sales Officer1. This is 100% field work and onrolls of bank.2. Quality acquisition of Group Loans by going into the rural market catchment area.3. Ensure quality sourcing of customers by selling different products like other diff. loans & insurances etc.
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