BFSI Jobs

Client Interaction & Sales Find and contact new clients to offer loan options.Talk with applicants to collect personal and financial data.Explain loan types, interest rates, and repayment terms.Answer questions and guide borrowers through the process.Financial Analysis & EvaluationVerify income, employment history, and asset details.Pull and check credit reports to measure risk.Run or review data through underwriting software.Decide to approve, deny, or send applications to management.Processing & CompliancePrepare complete, accurate loan contracts and paperwork.Follow local, state, and federal banking laws.Track closing dates and coordinate with underwriters.Maintain clean records and manage the active loan pipeline.

Were Hiring for INDIAs Largest Public listed Housing Finance Company (LIC HFL).Position: Assistant Sales Executive (ASE)Openings: 148 Fixed CTC: 3 LPA (Fixed) + Performance-linked Variable PayJob Description: We are hiring Assistant Sales Executives (ASE) to drive sales and marketing activities at the Area Office level. The role focuses on customer acquisition, builder/development relationships, and housing finance business growth.Key Responsibilities: Acquiring new customers through online and offline sales channels Promote housing finance products and explain benefits to customers Build strong relationships with builders/developers and individual home buyers Generate business from residential projects and affordable housing segments Achieve quarterly and annual sales targetsElligibilty Age: 21-28 years (01-Mar-1998 to 01-Mar-2005) Education: Graduate in any discipline (Minimum 50% marks) Experience: 2-4 years of Field sales/marketing experience from Banking, Financial Services, Insurance, Fin tech, Micro Finance, Real estate

Job Description (JD) - CASA Sales OfficerJob Title: CASA Sales OfficerDepartment: Retail Banking / Liability SalesReporting To: Branch Manager / Area Sales ManagerJob SummaryThe CASA Sales Officer is responsible for acquiring new Current Account and Savings Account (CASA) customers, generating deposits, and driving business growth through customer acquisition and relationship management. The role involves field sales, lead generation, account activation, and cross-selling banking products to achieve assigned targets.Key ResponsibilitiesAcquire new Savings Accounts and Current Accounts from individuals, professionals, SMEs, and corporate customers.Generate leads through field visits, referrals, corporate tie-ups, market mapping, and local promotional activities.Conduct customer meetings and explain banking products and services.Ensure proper KYC documentation and account opening compliance as per bank guidelines.Activate newly opened accounts and drive customer engagement through digital banking channels, UPI, debit cards, and mobile banking.Cross-sell products such as Fixed Deposits, Recurring Deposits, Insurance, Mutual Funds, Credit Cards, and Loans.Build and maintain strong customer relationships to increase wallet share and retention.Achieve monthly, quarterly, and annual CASA acquisition and revenue targets.Maintain accurate records of sales activities, leads, and customer interactions in CRM systems.Coordinate with branch operations and service teams for seamless customer onboarding and issue resolution.Key Performance Indicators (KPIs)CASA account acquisition numbersDeposit mobilization and account fundingAccount activation rateCross-sell revenue generationCustomer retention and relationship growthAchievement of monthly sales targetsCompliance and documentation accuracyRequired QualificationsBachelor's Degree in Commerce, Business Administration, Finance, Marketing, or related field.0-3 years of experience in banking sales, financial services, insurance, or direct sales.Freshers with strong sales aptitude may also apply.Knowledge of banking products and regulatory requirements is preferred.Required SkillsSales and negotiation skillsRelationship managementLead generation and prospectingCommunication and interpersonal skillsCustomer service orientationTarget-driven mindsetBasic computer and digital banking knowledgeTime management and problem-solving skills

We are seeking a motivated Banking Sales Executive to join our team in Chhindwara. This entry-level position is ideal for recent graduates looking to start a career in the banking sector. The role involves engaging with clients and promoting banking products.Key responsibilities include:1. **Client Engagement**: Actively reach out to potential clients to understand their banking needs and provide tailored solutions. Building strong relationships with customers is essential for success.2. **Product Promotion**: Promote various banking products and services, including accounts, loans, and credit cards. You will explain features and benefits to clients, helping them make informed decisions.3. **Sales Goals**: Meet and exceed sales targets by implementing effective sales strategies. You will track your progress and adjust your approach as needed to achieve these goals.4. **Market Research**: Stay updated on industry trends and competitor offerings to identify new sales opportunities. Understanding market conditions will help in effectively addressing customer needs.5. **Documentation**: Assist clients with the necessary paperwork and guide them through the application process for banking products. Attention to detail is crucial to ensure accuracy and compliance.To be successful in this role, candidates should have excellent communication skills, a customer-centric attitude, and a willingness to learn. Being goal-oriented and having the ability to work in a team are essential qualities. A strong work ethic and adaptability will also contribute to your success in this fast-paced environment.

Job Role - Financial Advisor Company - ICICI PRUDENTIAL LIFE INSURANCE Experience - Freshers or Experienced both can Apply Skills - Financial Planning, Financial Services,Team coordinator, Team Leading, Salary - Annual CTC upto 4.5 lakhs, Attractive Incentives, PF , GRATUITY..

We are looking for an experienced Relationship Manager to join our team in Vadodara. You will play a key role in nurturing client relationships and ensuring their satisfaction with our services. This is a full-time position that requires you to work from our office.**Key Responsibilities:**- **Client Relationship Management:** Engage and maintain strong relationships with existing clients to understand their needs and enhance their satisfaction.- **New Client Acquisition:** Identify and pursue potential clients to expand our customer base, contributing to the overall growth of the business.- **Problem Resolution:** Address client concerns promptly and effectively, ensuring a quick resolution to any issues that may arise.- **Sales Strategy Development:** Collaborate with the sales team to develop strategies aimed at increasing sales and improving client relationships.- **Market Analysis:** Monitor market trends and gather feedback to identify opportunities for improvement in our services and products.- **Reporting:** Prepare and present detailed reports on client feedback and relationship performance to senior management.**Required Skills and Expectations:**Candidates should have 4 to 10 years of experience in a relationship management role or similar fields. Strong communication and interpersonal skills are essential for building rapport with clients. You should also be proficient in problem-solving and have a strategic mindset to develop sales initiatives effectively. A good understanding of market dynamics and customer needs is crucial, along with the ability to work collaboratively with a team. We expect you to be proactive, adaptable, and dedicated to achieving client satisfaction.

We are seeking a dedicated Relationship Manager to join our team in Ahmedabad. The ideal candidate will have 2 to 8 years of experience and a graduate degree. This full-time position requires a professional who excels in building and maintaining strong relationships with clients.Position:- Relationship ManagerLocation:- AhmedabadQualification:- graduationExperience:- Minimum 2 yearsNeed minimum 2 years experience in sale of insurance, mutual funds, loan sales, financial products etc...Interested candidate can contact on 7623888872

Job Title: Sales Officer / Assistant Manager - Retail Branch BankingJob Description:We are hiring dynamic and result-oriented professionals for the role of Sales Officer / Assistant Manager in Retail Branch Banking. The selected candidates will be responsible for acquiring new customers and driving sales of banking products while ensuring excellent customer service.Key Responsibilities:- Acquire new customers through field sales and branch leads.- Promote and sell banking products such as Savings & Current Accounts, Credit Cards, Personal Loans, Business Loans, Insurance, and other retail banking products.- Build and maintain strong customer relationships.- Achieve monthly sales and business targets.- Coordinate with branch teams to ensure smooth customer onboarding.- Maintain accurate records and comply with bank policies and procedures.Eligibility:- Graduate in any discipline.- Freshers and experienced candidates are welcome to apply.- Good communication and interpersonal skills.- Sales aptitude and customer-focused approach.- Willingness to work in field sales.Benefits:- Competitive salary- Attractive performance incentives- PF & ESI benefits- Career growth opportunities- Training and development support

Job Responsibilities for CM Identification of potential village/ area for operation through village/area survey Conducting village/area level meetings, discuss about the company and various products/ services offered. Identification of potential customers in approved village/ area for providing financial support Loan origination Completing all necessary documentations and field verifications of all potential customers who apply for loan Collection of loan recovery and deposit in the bank (no deposit required for cashless) Monitoring and follow up of loan recovery and loan utilization Adhering to rules and norms prescribed by the company Adhering to basic code of conduct and fair practices code defined for microfinance industry Maintaining healthy portfolio and 100% recovery rate Conducting pre-disbursement and post-disbursement visits Maximum customer retention and relationship management at centers Providing training to new CMs Dealing with the customers in proper manner as prescribed under code of conduct Commitment and dedication for business growth and profitability of the branch Assist the branch manager to generate new business Complying to all the requirements by the Branch and HO

Job Title: Loan OfficerCompany: Share India Fincap Private LimitedJob Description:Share India Fincap Private Limited is hiring energetic and result-oriented candidates for the position of Loan Officer. The selected candidates will be responsible for sourcing customers, promoting the company's financial products, and managing the complete loan process while building strong customer relationships.Key Responsibilities:- Source new customers through field visits and local market activities.- Promote and sell Group Loans and other financial products.- Conduct customer verification and KYC documentation.- Explain loan products, eligibility, and repayment terms to customers.- Coordinate loan disbursement and ensure timely collections.- Build long-term relationships with customers and maintain portfolio quality.- Achieve monthly business and collection targets.- Ensure compliance with company policies and RBI guidelines.Eligibility:- Graduate in any discipline.- Freshers and experienced candidates are welcome to apply.- Good communication and interpersonal skills.- Willingness to travel for fieldwork.- Two-wheeler with a valid Driving Licence is preferred.Benefits:- Competitive Salary- Attractive Performance Incentives- PF & ESI Benefits- Travel Allowance- Career Growth Opportunities- Supportive Work Environment