BFSI Jobs

About Lucia: Fast-growing financial services company in Eluru offering investments, loans, insurance and advisory.Role: Lead the Eluru sales team and drive branch revenue across investment, loan and insurance products.Responsibilities: Lead and motivate Sales Executives; Set targets and territories; Train new joiners on products and pitching; Close key deals; Build local partnerships and DSAs; Weekly sales reports to management.Requirements: Graduate/MBA; 4+ years BFSI sales including 1+ year managing a team; Proven target record; Strong network in Eluru / West Godavari; Fluent Telugu and good English.We offer: Fixed salary + incentives; NISM training support; clear growth path. On-site at 1st Floor, Sri Sai Complex, D Mart Road, Eluru 534002 (Mon-Sat).Apply: Email your CV to manoj.luciafinserv@gmail.com with subject Sales Manager - Eluru.

We are seeking an experienced Relationship Manager to join our team in Lucknow. This part-time role is suitable for individuals above 40 years of age, including semi-retired professionals and housewives, who are looking for additional income opportunities in the insurance sector.As a Relationship Manager, your key responsibilities will include:- Building and maintaining strong relationships with clients to understand their insurance needs and provide appropriate solutions.- Conducting regular follow-ups with clients to ensure their satisfaction and address any concerns.- Helping clients navigate the insurance process, providing guidance and support as needed.To succeed in this role, candidates must possess strong communication skills to effectively interact with clients. Having a good understanding of the insurance sector will be beneficial. Additionally, candidates should be self-motivated and able to work independently, managing their own schedules effectively.This position requires work from home, so a reliable internet connection, a laptop, and a mobile device are essential. Candidates should also have any necessary certifications or licenses related to insurance. The ability to travel occasionally for client meetings is necessary. The working schedule is flexible, allowing you to manage your hours effectively. Ideal candidates should be comfortable with online tools and platforms used for client management and communication.

800+ OPENINGS URGENT HIRING PUNE WALMART - SELLER SUPPORT Looking for an immediate career opportunity in INTERNATIONAL E-commerce Customer SupportPune CTC: Up to 32,000Chat + Email Non-Voice ProcessRotational Shifts 5.5 Days WorkingOne-way Cab Facility during odd hoursWHO CAN APPLYGraduate / 12th Pass with 6+ months experienceE-commerce Seller Support experience preferredINTERNATIONAL E-commerce / BPO / BFSI / Telecom profiles consideredVoice experience can also be consideredAge: Below 35 yearsNotice Period: 15-30 daysSELECTION PROCESSHR Interview Operations Interview Written Versant Assessment800+ positions Urgent requirement Apply Now!

DCB Bank HIRING - RELATIONSHIP MANAGER HOME LOAN Location: Ahmedabad Position: Relationship Manager - Home Loan Experience: 1-3 Years Preferred Experience: Home Loan / LAP / Mortgage / Housing Finance Qualification: Graduate Two-wheeler preferred Salary: Fixed + Attractive IncentivesKey Responsibilities: Home Loan lead generation Customer acquisition Connector/Builder relationship File login to disbursement coordination Interested candidates can share their CV on WhatsApp/DM.8734010425

Tally Practical Accounting TrainerExperience: 0-2 YearsFreshers: Can ApplyEmployment: Full-TimeQualification: B.Com / BBA (Finance) / M.Com / MBA Finance or related fieldPreference: Male candidates preferred KEY RESPONSIBILITIESTrain learners in BFSI fundamentals - Banking, Insurance, Loans, Investments & Mutual Funds.Conduct practical training on Tally Prime / Tally.ERP 9.Teach Accounting Fundamentals, Bookkeeping, Journal, Receipts, Payments, Purchase & Sales cycles, and BRS.Cover GST, TDS/TCS, Inventory Management & Payroll Processing in Tally through real-time business case studies and practical scenarios.Conduct hands-on exercises, assignments, quizzes and practical assessments.Monitor attendance, learner performance and batch reports.Support learners with Interview Preparation, Communication Skills & Workplace Etiquette.SKILLS WE LOOK FORStrong Accounting FundamentalsUnderstanding of BFSI conceptsGood Communication & Presentation SkillsPassion for Teaching & MentoringBasic/Working Knowledge of Tally PrimeGood knowledge of MS Excel, Word & PowerPointADDED ADVANTAGE Tally Prime / Tally ERP 9 CertificationPrior Training / Teaching ExperiencePractical exposure to GST, TDS, Inventory, Payroll.Experience using real-world accounting case studiesJOIN NIRMAAN ORGANISATIONBe part of our mission to build job-ready, skilled and confident professionals.Interested candidates can apply now! By sending your Resume on 9538494349/ 8088561578

As a Relationship Manager, you will play a vital role in maintaining and enhancing client relationships. This position is based in Mumbai and requires a full-time commitment from individuals with 1 to 7 years of experience.Key Responsibilities include engaging with clients to understand their needs, providing tailored solutions, and ensuring high satisfaction levels. You will also be responsible for actively promoting products and services, which may involve some travel to meet clients. Building and managing strong relationships is essential to your success in this role.To qualify, candidates must be graduates from any stream, with a minimum of 6 months experience in sales. Experience in the Banking, Financial Services, and Insurance (BFSI) sector will be beneficial. Strong communication skills are necessary to effectively convey information and facilitate discussions with clients.Expectations for this role include a willingness to travel as needed and the capability to engage with clients both in-person and over the phone. A laptop or mobile device will be provided to assist you in your duties. Applicants should also possess the ability to complete necessary documentation and maintain records accurately.This is a work-from-office position, providing ample opportunities for in-person collaboration and team engagement. If you are passionate about building relationships and have a keen interest in sales, we welcome you to apply for this dynamic role.

Job Overview: We are looking for a detail-oriented Loan Operations Executive / Associate with 6 months to 1 year of experience in banking or an NBFC. In this role, you will manage initial loan file intake, conduct KYC and document verifications, compute basic financial eligibility, and coordinate with bankers and field investigation to ensure swift turnaround times for disbursement.Key Responsibilities:Application Screening & Intake: Scrutinize incoming loan files (Personal, Home, Auto, or Business loans) to verify document completeness, mandate forms, and applicant signatures.KYC & Document Verification: Verify identity, address, and legal property/business documents strictly against RBI/regulatory guidelines and internal bank compliance policies.Income & Credit Assessment: Conduct preliminary financial evaluations by reviewing 3-6 months of bank statements, payslips, and ITRs.Credit Bureau Screening: Pull and interpret credit bureau reports (CIBIL, Experian, Equifax) to identify adverse repayment trends, defaults, or high credit utilization.Third-Party Coordination: Initiate and monitor external Field Investigation (FI), Residence Verification (RVR), and legal/technical property valuation checks.Customer & Sales Team Liaison: Follow up with Bankers, DSAs (Direct Selling Agents), and applicants to resolve pending documentation queries and speed up file clearance.

Key Responsibilities Drive PAN-India sales and business development for Business Loans and Working Capital Finance. Generate business through self-sourcing, open-market acquisition, referrals, DSA/CA networks, and other channels. Identify and acquire MSME/SME customers, business owners, traders, and entrepreneurs. Understand customer business requirements and recommend suitable financing solutions. Handle the complete sales cycle from lead generation, customer meetings, application sourcing, documentation, coordination, and disbursement. Build and maintain strong relationships with customers, DSAs, CAs, and other referral/channel partners. Develop new markets and business opportunities across different regions of India. Maintain a healthy sales pipeline and consistently achieve individual business and disbursement targets. Coordinate with internal credit, operations, and other teams to ensure smooth processing and closure of cases. Ensure proper follow-up with customers and channel partners until successful disbursement. Required Skills & Experience Minimum 6 years of experience in BFSI / Banking / NBFC / Financial Services sales. Strong hands-on experience in Business Loans and Working Capital Finance is mandatory. Experience in MSME/SME lending and business customer acquisition. Strong exposure to field sales, self-sourcing, and open-market acquisition. Experience working with DSAs, CAs, referral partners, or other sourcing channels. Good understanding of business loan products, working capital requirements, and the lending process. Strong communication, negotiation, relationship-building, and sales skills. Proven ability to independently generate and convert business. Willingness to travel across India as required. Willingness to relocate to Ahmedabad is mandatory.

We are looking for a dedicated Relationship Manager based in Sigra, Varanasi, to build and maintain strong relationships with clients. This role is ideal for a female candidate with 1 to 4 years of experience in client relations. Key Responsibilities:- Client Engagement: Establish and maintain trust with clients through regular communication, ensuring their needs are met and concerns addressed promptly.- Account Management: Oversee a portfolio of assigned clients, ensuring high levels of satisfaction and retention, while identifying opportunities for upselling services.- Problem Solving: Act as the main point of contact for client inquiries and issues, providing effective solutions in a timely manner.- Feedback Collection: Gather client feedback and insights to improve services or products, sharing this information with the relevant teams for continuous improvement.Required Skills and Expectations:The ideal candidate should possess excellent communication and interpersonal skills, with the ability to convey information clearly and persuasively. A proactive approach and strong problem-solving capabilities are essential. Candidates should be organized and detail-oriented, capable of managing multiple client relationships simultaneously. A good understanding of client needs and market trends will help foster successful relationships. Proficiency in using CRM software and basic computer applications is desired. A graduate degree is required, and prior experience in a similar role will be an advantage.

Full job descriptionFinancial Consultant - FreshersLocation: Kolkata, West BengalRole & Responsibilities:- Lead, motivate and develop a team to achieve business targets.- Recruit, train and guide team members for consistent performance.- Handle client interactions and support business development activities.- Track team performance and work towards achieving organizational goals.Grow from Team Leadership to Zone Leadership through a structured career path.Employee Benefits:- PF & ESIC- Health Insurance- Performance-based incentives- Leadership Exposure & Career Growth: From leading a team to leading a Zone, build a complete long-term career with us.ELIGIBILITY:Graduate in any discipline.Only freshers can apply.Candidates must be Kolkata-based / have Kolkata asBenefits:Health insuranceProvident FundWork Location: In person

Key ResponsibilitiesDevelop and maintain strong relationships with existing and potential clients.Understand customer requirements and recommend suitable products or services.Manage client accounts and ensure high levels of customer satisfaction.Act as the primary point of contact for client inquiries, concerns, and service requests.Identify opportunities for cross-selling and upselling products and services.Achieve assigned sales, revenue, and customer retention targets.Coordinate with internal departments to resolve customer issues promptly.Monitor market trends and competitor activities to identify business opportunities.Prepare client reports, business reviews, and account performance updates.Ensure compliance with company policies, procedures, and regulatory requirements.

Identify, onboard, and activate financial advisors across your assigned territoryBuild long-term relationships with financial advisors in the SME ecosystemwe provide extensive training, and our proprietary SCET toolGuide advisors through our intake and documentation process so cases come in cleanBe the advisor's single point of contact - responsive, knowledgeable, dependableHit activation and case-flow targets while protecting case quality

As a Financial Advisor, you will play a vital role in helping clients manage their finances and make informed decisions. Your primary responsibilities will include:- Assessing Client Needs: You will evaluate your clients' financial situations to offer tailored advice and solutions that meet their goals.- Developing Financial Plans: Based on the assessment, you will create personalized financial plans that include savings, investment strategies, and retirement options.- Providing Expert Guidance: You will guide clients through various financial products and services, ensuring they understand their options and make smart choices.- Monitoring Financial Progress: Regularly checking in with clients to review their financial plans and making adjustments as needed will be crucial for their success.- Building Client Relationships: Establishing and maintaining good relationships with clients will help you gain their trust and encourage referrals.For this position, you would need the following skills and qualities:- Strong Communication Skills: You must be able to explain financial concepts clearly and effectively to clients.- Analytical Thinking: The ability to analyze financial data and situations is important to provide sound advice.- Customer Service Focus: A commitment to helping clients achieve their financial goals is essential.- Self-Motivated: As this is a part-time work-from-home role, you should be disciplined and able to manage your time effectively.- Basic Financial Knowledge: While prior experience is not mandatory, a foundational understanding of finance will be an advantage.

URGENT HIRING -BAJAJ LIFE INSURANCE (Banca / Direct) Relationship Officer BAJAJ Life Insurance Company Qualification: Graduation Experience: Minimum 1+ Year in Life Insurance (Any Channel) Age: 23-32 Years

We are seeking a motivated and skilled Relationship Manager to join our team in Lucknow. In this role, you will be responsible for building and maintaining strong relationships with clients to foster loyalty and ensure customer satisfaction.Key Responsibilities:- Client Engagement: Regularly interact with clients to understand their needs, address concerns, and provide support. Building rapport will help establish trust and encourage open communication.- Portfolio Management: Manage a portfolio of clients by tracking their accounts and keeping up-to-date records. This ensures that all client information is accurate and accessible for effective service delivery.- Sales and Upselling: Identify upselling opportunities within the existing client base. This involves understanding additional products that could benefit clients and promoting these offerings.- Problem Resolution: Handle any issues or complaints swiftly and effectively. This requires strong problem-solving skills to find satisfactory solutions while maintaining a positive client experience.- Reporting and Analysis: Prepare regular reports on client interactions, feedback, and sales performance. Analyzing this data helps in understanding client trends and improving service strategies.To succeed as a Relationship Manager, you should have strong interpersonal and communication skills, with the ability to listen and empathize with clients. Experience in customer service or sales is preferred, along with a proactive mindset. Being organized and detail-oriented will aid in managing multiple clients effectively. A minimum of 1 year of experience in a similar role is required.

As a Finance Advisor, you will play a crucial role in helping clients make informed financial decisions. You will work directly with clients to understand their financial goals and provide tailored guidance.Key Responsibilities:- Client Consultation: Meet with clients to discuss their financial situations, needs, and goals. This involves listening carefully and gathering relevant information to offer the best advice.- Financial Analysis: Analyze clients' financial data and documents to provide insights and recommend suitable financial products or strategies that fit their specific needs.- Portfolio Management: Help clients build and manage their investment portfolios, ensuring their choices align with their risk tolerance and financial objectives.- Market Research: Stay updated on market trends and financial products to provide clients with the most recent and relevant information.- Documentation and Reporting: Prepare reports and documentation related to clients' financial plans, ensuring accuracy and compliance with relevant regulations.Required Skills and Expectations:- Strong communication skills are essential to explain financial concepts clearly to clients.- Basic understanding of finance and investment principles is required.- A keen analytical mindset to interpret financial data accurately.- Proficiency in using computers and basic office software, as daily tasks include documentation and reporting.- Ability to work collaboratively in a team environment while also being self-motivated.- A professional attitude and the ability to maintain confidentiality regarding clients' financial information. This role is ideal for someone eager to start their career in finance and who possesses a strong willingness to learn and grow in the industry.

Key ResponsibilitiesDevelop and maintain strong relationships with existing and potential clients.Understand customer requirements and provide suitable products or service solutions.Act as the primary point of contact for customer inquiries and concerns.Identify opportunities for upselling and cross-selling products/services.Regularly engage with clients through calls, meetings, and follow-ups.Resolve customer issues promptly and ensure a high level of client satisfaction.Achieve assigned sales and relationship management targets.Monitor customer accounts and maintain accurate records in CRM systems.Coordinate with internal teams to ensure seamless customer service delivery.Gather customer feedback and provide insights to management.

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.

Content Development Write original, high-quality content for social media posts, blogs, landing pages, product descriptions, brochures, and emailers. Develop engaging, audience-focused content such as car reviews, buyer guides, feature stories, industry trends, and lifestyle integration posts. Script compelling video content and reels for product features, behind-the-scenes, testimonials, service showcases, and dealership activities. Plan and supervise the end-to-end development of short-form video content for platforms like Instagram Reels, YouTube Shorts, and Facebook Stories. Collaborate with designers, video editors, and photographers to ensure creative alignment and storytelling across content formats. Maintain a consistent and engaging brand voice in all written and visual communication.SEO & Web Content Create SEO-friendly content with targeted keywords to boost organic rankings. Collaborate with SEO teams to optimize metadata, tags, and headers. Update and maintain existing content to ensure accuracy and relevance.Brand & Marketing Campaigns Support product launches and promotions with creative copy (taglines, ad scripts, banners). Work closely with social media and design teams to align messaging across platforms. Write content for multimedia formats such as videos, infographics, and scripts for vehicle walkthroughs.Research & Accuracy Conduct thorough research on vehicles, market trends, and competitor content. Stay updated with the latest news, auto shows, and tech advancements in the automobile space.Proofreading & Editing Edit and proofread content for grammar, style, and tone. Ensure all content is in line with brand guidelines and consistent across platforms.

Position: Senior Relationship Manager Experience: 7+ YearsLocation: Bengaluru, KarnatakaEmployment Type: Full-timeJob DescriptionTalent Zone Consultants is looking for an experienced Senior Relationship Manager for a leading BFSI organization in Bengaluru. The candidate will be responsible for managing and growing an existing client portfolio, acquiring new customers, increasing revenue and wallet share, and providing suitable banking/financial solutions.Key ResponsibilitiesManage and deepen relationships with existing corporate, business, HNI or affluent clients.Identify and acquire new-to-bank customers through market mapping, referrals and networking.Drive revenue, portfolio growth, customer acquisition and wallet-share targets.Understand client business/financial requirements and recommend appropriate banking and financial products.Cross-sell products such as loans, working-capital facilities, trade finance, cash management, insurance, investments and other banking solutions.Develop and execute client acquisition and relationship-growth strategies.Conduct regular client meetings, portfolio reviews and business discussions.Coordinate with Credit, Risk, Product, Operations and Compliance teams to ensure smooth delivery of solutions.Prepare business proposals and support credit appraisal/structuring wherever applicable.Monitor portfolio performance, customer satisfaction and potential business/risk issues.Maintain strong knowledge of market trends, competitor offerings and BFSI products.Ensure adherence to KYC, AML, RBI regulations, internal policies and responsible-sales practices.Maintain accurate customer records, pipeline reports and MIS.Meet and exceed individual and team business targets.Candidate Requirements7+ years of relevant experience in Relationship Management, Corporate Banking, Business Banking, Retail/Commercial Banking, Wealth Management, NBFC or Financial Services.Graduate degree required; MBA/CA preferred for corporate/business banking roles.Proven track record of client acquisition, portfolio growth and revenue generation.Strong understanding of banking products and financial solutions.Experience managing high-value/corporate client relationships preferred.Strong negotiation, presentation and stakeholder-management capabilities.Ability to independently manage targets, client portfolios and business development activities.