BFSI Jobs

We are looking for a Business Development Manager to join our team in Delhi NCR. This role is crucial for driving our business growth and expanding our market presence. The ideal candidate will have 2 to 8 years of experience in business development and a strong track record of success.**Key Responsibilities:**- **Develop Growth Strategies:** Create and implement effective strategies to attract new clients and increase revenue, ensuring alignment with company goals.- **Identify New Business Opportunities:** Research and analyze market trends to identify potential clients and new markets, enabling informed decision-making.- **Build and Maintain Client Relationships:** Foster strong relationships with existing and prospective clients to ensure client satisfaction and loyalty.- **Collaborate with Cross-Functional Teams:** Work closely with marketing, sales, and product development teams to align strategies and maximize business opportunities.- **Prepare Proposals and Presentations:** Create compelling presentations and proposals to win new business and showcase our offerings effectively.- **Monitor Market Trends:** Stay updated on industry trends and competitors' activities to adjust strategies and maintain a competitive edge.**Required Skills and Expectations:**The ideal candidate should possess strong communication and negotiation skills to effectively engage with clients. They should have experience in sales and understanding of market dynamics, allowing them to identify opportunities. A proactive and results-oriented mindset is essential, along with the ability to work independently and as part of a team. Strong analytical skills will help in making data-driven decisions, and proficiency in Microsoft Office and CRM software is preferred.

Key Responsibilities:-Manage the full recruitment life cycle (sourcing to on boarding)Collaborate with hiring managers to understand job requirements and workforce planningCreate and post job descriptions on job portals, social media, and company career pagesSource candidates through databases, networking, job boards, and referralsScreen resumes and conduct initial interviewsCoordinate interviews with hiring managers and stakeholdersEvaluate candidates

As a Relationship Manager in Ahmedabad, you will play a vital role in maintaining and enhancing client relationships. You will be expected to provide exceptional service and support while working closely with clients to understand their needs.**Key Responsibilities:**- **Client Engagement:** Build and maintain strong relationships with clients through regular communication, ensuring they feel valued and understood.- **Needs Analysis:** Conduct assessments to understand clients financial requirements and propose suitable products and services tailored to their needs.- **Problem Resolution:** Address client inquiries and concerns promptly, ensuring issues are resolved efficiently to enhance client satisfaction.- **Sales Support:** Collaborate with the sales team to identify potential opportunities and support them in meeting their targets through effective client interactions.- **Market Research:** Stay informed about market trends and competitor products, allowing you to provide informed recommendations and maintain a competitive edge.- **Reporting:** Prepare regular reports on client interactions and sales performance, helping the management team track progress and identify areas for improvement.**Required Skills and Expectations:**- **Communication Skills:** You must have excellent verbal and written communication skills to effectively engage with clients and present ideas clearly.- **Interpersonal Skills:** Strong interpersonal skills are crucial, enabling you to connect with diverse clients and build lasting relationships.- **Problem-Solving Ability:** You should possess strong analytical and problem-solving abilities to address client issues promptly and creatively.- **Sales Acumen:** A basic understanding of sales principles and practices will help you in identifying opportunities and promoting services effectively.- **Team Player:** Being a cooperative team member who can work well with colleagues from different departments is essential for overall success. A commitment to delivering quality service, along with a proactive and results-oriented approach, is expected in this role.

As a Relationship Manager, you will play a crucial role in building and maintaining strong connections with clients. Your primary goal will be to enhance customer satisfaction and loyalty, helping the organization succeed.**Key Responsibilities:**- **Client Relationship Management**: Establish and nurture relationships with customers, understanding their needs and preferences to provide tailored solutions.- **Customer Support**: Respond to client inquiries and resolve issues promptly, ensuring high levels of satisfaction and trust.- **Sales and Upselling**: Identify opportunities to promote additional services and products based on client needs, contributing to revenue growth.- **Market Analysis**: Monitor industry trends and customer feedback, using insights to improve services and innovate new offerings.- **Reporting**: Prepare regular reports on client feedback, sales trends, and relationship metrics to share with management for strategic planning.**Required Skills and Expectations:**- **Communication Skills**: Strong verbal and written communication skills are essential to interact effectively with clients and colleagues.- **Interpersonal Skills**: Ability to build rapport and manage relationships with diverse clients, showcasing empathy and understanding.- **Problem-Solving Skills**: A proactive approach to identify issues and provide effective solutions that meet client needs.- **Team Player**: Work collaboratively with team members to achieve common goals and enhance overall client satisfaction.- **Knowledge and Education**: A background in B.A, B.Com, B.Sc, or an Advanced/Higher Diploma is preferred, along with a desire to learn and grow in the role.

A Financial Advisor is responsible for helping clients manage their finances, achieve their financial goals, and secure their future.

We are looking for a dedicated Relationship Manager to join our team in Delhi. In this role, you will be responsible for fostering and managing strong relationships with clients. Your objective will be to ensure client satisfaction and drive business growth.**Key Responsibilities:**- **Client Relationship Management:** Build and maintain strong connections with clients, understanding their needs and addressing any concerns to ensure satisfaction.- **Account Monitoring:** Regularly monitor client accounts to identify potential issues or areas for improvement, providing timely solutions to enhance client experience.- **Sales Support:** Collaborate with the sales team to identify opportunities for upselling or cross-selling products and services, helping to achieve sales targets.- **Performance Tracking:** Analyze client feedback and data to measure relationship success and develop strategies for better engagement and retention.- **Reporting:** Prepare and present reports on client status and relationship progress to senior management, ensuring transparency and effective communication.**Required Skills and Expectations:**- Candidates should have 3 to 9 years of experience in a relationship management role or similar, showcasing a strong track record in client service.- Excellent communication and interpersonal skills are essential for building rapport with clients and responding effectively to their needs.- Strong analytical and problem-solving abilities will be required to identify client issues and propose viable solutions.- Candidates should be goal-oriented and have a proven ability to contribute to team success while managing multiple client accounts.- Comfort with data analysis and reporting tools is a plus to help in tracking client engagement and performance metrics. If you meet these qualifications and are looking for a challenging yet rewarding opportunity, we encourage you to apply!

Job descriptionWe are looking for a dynamic Sales Manager to drive business growth and build strong client relationships. The role involves guiding clients toward suitable financial solutions by understanding their financial needs and mf and insurance products.Required Candidate profileClient Acquisition & Business DevelopmentFinancial ServicesClient Relationship ManagementMarket & Product Knowledge

Key ResponsibilitiesClient Relationship Management: Acting as the primary point of contact to foster trust and long-term partnerships.Needs Assessment: Understanding client's financial goals or business needs to offer tailored solutions and advice.Sales & Growth: Meeting sales targets by identifying upselling and cross-selling opportunities within existing accounts.Conflict Resolution: Addressing client complaints and concerns promptly and professionally.Reporting & Analysis: Monitoring account performance, maintaining accurate records in CRM systems, and preparing reports on client interactions.Internal Collaboration: Working with marketing, sales, and support teams to deliver a seamless client experience.Required Skills and QualificationsCommunication: Strong verbal and written communication skills for client interaction and negotiation.Interpersonal Skills: Empathy and a customer-centric mindset to build trust.Problem-Solving: Ability to resolve complex customer issues efficiently.Technical Skills: Proficiency in CRM software (e.g., Salesforce, HubSpot) and MS Office/Google Workspace.Education/Experience: Usually requires a bachelor

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.

Experience: 1-5 Years (BPO/Banking/NBFC/Fintech)Strong communication & customer handling skillsInbound call handling & query resolutionBasic computer knowledge requiredSalary :- UP To 6 LPAContact :- 9329188852

Should be Graduate with minimum 3 years experience in Life Insurance / General Insurance / Health Insurance industry.Should have handled Insurance Sales.Would be responsible for Sales and Business Development of Insurance products.Would be responsible for Retail and Corporate Sales of Insurance products.

Role & Responsibility (Agency)* 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 company.* Candidate must have to build up his own team base on his network.

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.

Key Responsibilities:Branch Operations & ComplianceSupervise daily branch operations to ensure seamless functionality.Ensure adherence to SEBI regulations and company policies.Conduct regular audits and maintain operational discipline.Business Development & Revenue GrowthDevelop and implement strategies to achieve branch revenue targets.Identify new business opportunities and increase client acquisition.Drive sales of equity, derivatives, mutual funds, and other financial products.Client Relationship ManagementBuild and maintain strong relationships with HNI, retail, and corporate clients.Address client queries and ensure prompt resolution of concerns.Promote personalized client service and offer suitable financial solutions.Team Leadership & Performance ManagementLead, mentor, and motivate the branch team to achieve sales targets.Monitor team performance and provide regular feedback.Conduct training sessions to enhance product knowledge and sales skills.Risk Management & ComplianceEnsure branch operations comply with SEBI regulations and internal policies.Identify risks and implement appropriate mitigation measures.Conduct periodic risk assessments and maintain reports.Dealing & Trade ExecutionExecute client trades in equity, derivatives, and other financial instruments.Ensure accurate and timely order execution while adhering to regulatory norms.Assist clients with market insights, trading strategies, and risk management.Reporting & MISPrepare and submit branch performance reports to senior management.Maintain records of sales metrics, client feedback, and operational activities.Utilize MIS reports for performance analysis and decision-making.Key Skills Required:In-depth knowledge of stock markets, trading platforms, and SEBI regulations.Proven leadership and team management abilities.Strong business development and client acquisition skills.Excellent communication, negotiation, and problem-solving skills.Ability to work under pressure and achieve business targets.Qualification:Bachelors/Masters degree in Finance, Business, or related field.

Generate Revenue by getting business from leads generated through assigned 4-5 Bank. Cascade the incentive programs to Banks StaffResponsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy documentDevelop new markets/ segments in line with company sales strategy from time to time.Build a good customer base in order to cross-sell & up-sell.Build long term relationship with the bank staff.

Job Title: Relationship Officer MSME / LAP / Housing LoanDepartment: Sales AssetsFunction: MSME / Loan Against Property / Housing LoanGrade: Executive / Senior Executive / Assistant Manager ILocation: As per branch requirementReporting To: Sales ManagerJob SummaryThe Relationship Officer will be responsible for quality customer acquisition as per the product bouquet of the business. The role requires strict adherence to bank processes and policies while maintaining strong customer relationships and coordination with internal teams.Key ResponsibilitiesSource loan clients in line with business plans and monthly targets.Handle Direct Market Sourcing (DST model).Manage MSME Loans, Loan Against Property (LAP), and Housing Loan products.Ensure proper documentation and file processing.Maintain strict credit discipline and ensure zero default in recovery.Monitor loan portfolio through utilization checks and regular visits.Ensure compliance with policies, procedures, and practices.Maintain accurate and timely reporting.Address customer queries and ensure customer satisfaction.Complete loan contracts by explaining terms, collecting signatures, and processing required formalities.Perform any additional tasks assigned by management.Eligibility CriteriaFor RO MSME / LAPMinimum 1 year experience in MSME Loan / Loan Against Property (LAP).Must have experience in secured business loans.Exposure to Affordable MSME / Affordable LAP is mandatory.Experience in Direct Market Sourcing required.For RO Housing LoanMinimum 1 year experience in Housing Loan / Mortgage Loan (secured).Exposure to Affordable Housing Loan segment is mandatory.Experience in Direct Market Sourcing required.Important NotesAvoid candidates from Personal Loan, Credit Card, Fresher, or Unsecured Loan background.Minimum 1 year relevant experience with proper relieving letter required.Employment gap should not exceed 4 months.Candidate must join at similar CTC.Maximum age: 30 years.CIBIL score should be 700 or above.Salary & BenefitsSalary up to 25,000 per month (based on experience and last CTC).Fuel AllowanceMediclaimTerm InsuranceQualificationGraduate in any stream (mandatory).23 years relevant experience in BFSI domain preferred.Documents Required at InterviewAadhaar Card & PAN Card copyLast 3 months payslips / latest increment letterOffer letter of current organizationExperience letter & relieving letter of previous organization

Job Requirements :-Profile - *Relationship Manager*Product - *Insurance*Channel - *Direct* ( Some leads will be provided by company )*Communication skills must include good Level of English, Local Language Mandate* Salary - *(Chennai - *3.3 LPA for Fresher and 4.5 LPA Max For Exp* / Bangalore - *3.5 LPA for Fresher and 5 LPA Max For Exp* (25% hike on Last CTC for Exp Candidate)Work from field Immediate joinerLocation - Bangalore* Travel allowances will be provided Fixed Saturday & Sunday working (Rotational Off)Mandatory (Two wheeler & Licence)

Wealth Management, Financial Planning, Financial Advisory through your personal and professional circle. Visit them or, elaborate over the phone and sketch the suitable financial gap for them. And maintain the strong relationship with them

Position : Financial Service AssociateRole and Responsibility: To monitor closely the HL data and cross sell insurance (HDFC Life and Non Life), fixed deposits and other products as introduced by the company to home loan customers of HDFC Sales To source open market business too and achieve the targets assigned To be completely aware of the products being offered by the company and understand competition offering and handle customer objections To ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options Relationship building with the Home Loan Executives to which he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed To build a relationship with the customer so that he/ she is able to cross sell other product offering basis the need of the customer, thereby managing theentire account of customer. FSA to ensure to source customers family details, other general insurance details, other loan details etc To be in sync and work together with the partner representatives Understanding the joint customer ownership at the time of servicing etc To ensure timely renewal of the business sourced To ensure appropriate processes defined are being followed and undergo the training and certification for being compliant towards selling of variousproducts (insurance, mutual funds etc)Always be well-groomed, and ensure your sales kit is organized and completeMaintain a company-first attitude and be respectful toward fellow colleagues, seniors , partners etcNote: Must have your own two-wheeler.Must be a graduate with experience in Insurance/FD/MF. Freshers Can also apply

contact:- 6352448697* Working on leads provided by firm.*Meeting customers daily.*Achieving targets.*direct channel

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.

Hiring: Relationship Officer MSME / LAP / Housing LoanDepartmentSales AssetsDesignationExecutive / Senior Executive / Assistant Manager IReporting ToSales ManagerRole OverviewThe Relationship Officer will be responsible for sourcing quality customers as per business targets while strictly following bank processes and policies. The role requires strong coordination with internal teams and maintaining long-term customer relationships.Product CategoriesRO MSME / LAPMinimum 1 year experience in MSME Loan / Loan Against Property (secured business loans).Must be handling Direct Market Sourcing (DST model).Strong understanding of MSME / LAP products, documentation, and sourcing mechanism.Exposure to Affordable MSME / Affordable LAP is mandatory.RO Housing LoanMinimum 1 year experience in Housing Loan / Mortgage Loan (secured).Must be handling Direct Market Sourcing (DST model).Good understanding of Housing Loan products, documentation, and sourcing process.Exposure to Affordable Housing Loan segment is mandatory.Key ResponsibilitiesSourcing loan customers as per business plan and targets.Maintaining strict credit discipline and ensuring zero default.Monitoring loan portfolio through regular visits and utilization checks.Ensuring compliance with policies and procedures.Handling complete documentation and file processing.Maintaining accurate records and timely reporting.Resolving customer queries and ensuring satisfaction.Completing loan formalities including explanation of terms, signature collection, and documentation.Performing additional tasks assigned by management.Eligibility & CriteriaGraduation in any stream (mandatory).Minimum 1 year relevant experience with proper relieving letter.23 years BFSI experience preferred.Maximum age: 30 years.CIBIL score: 700 or above.Employment gap should not exceed 4 months.Candidates must join at similar CTC.Avoid candidates from Personal Loan, Credit Card, Fresher, or Unsecured Loan background.Salary & BenefitsSalary up to 25,000 per month (depending on experience & last CTC).Fuel AllowanceMediclaimTerm InsuranceDocuments RequiredAadhaar Card & PAN Card (Copy)Last 3 months payslips / Latest increment letterCurrent organization offer letterExperience & Relieving letter of previous organization