4

Finance Advisor Job Vacancies in Kolhapur

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Banking Sales Insurance Advisor Mutual Funds Finance Advisor Financial Services Loans Nbfc Insurance Agent 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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Sales Financial Advisory Client Relationship Management Excellent Communication Life Insurance
Vacancy in TOP MNC - Life Insurance Company Need minimum 6 months of field sales in life insurance company Channel - Bancassurance/ Agency/ DirectJob responsibilities of the candidate includeIdentifying potential leads.aching out to customers and convincing them to buy products.Documenting sales requirements and booking orders.Assisting clients with products / on boarding.Selling Life Insurance ProductExcellent Communication Skills Location - Aundh , D.P Road,Law College, Nigdi ( Pune)
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Corporate Finance Finance Executive Stock Market Agent Insurance Executive Insurance Agent Financial Consultant Work From Home
Good communication skillsGood experience in sells and marketingMature and sincere candidate Experience candidate
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Relationship Manager

Pacific Placements and Business Consultancy Pvt. Ltd.

  • 1 - 2 yrs
  • 3.0 Lac/Yr
  • Kolhapur
Good English Communication Good Personality Sales Corporate Banking Wealth Management Portfolio Management Financial Advisory Investment Advisory Client Relationship Management Relationship Manager Walk in
TASKS OF RELATIONSHIP MANAGERAdvise retail clients by studying their financial needs and suggest suitable financial packages, and carry out all banking instructions.Carry out checks and support retail clients following guided rules.Get new retail clients through business relationships based on trust and honesty.Handle retail clients and look for opportunities to sell banking services.Graduate with 0-1 years of work experience. Full Time Banking sector with 0-1 years of work experience. Age Limit: Below 25 Years
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Insurance Consultant

Pacific Placements and Business Consultancy Pvt. Ltd.

  • 0 - 2 yrs
  • Kolhapur
Insurance Consultant Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Walk in
Job Position Insurance ConsultantLocation - KolhapurJob Description - Insurance consultants review individual and company requirements before proposing tailor-made coverage plans. Insurance consultants also supervise the processing of legitimate insurance payouts..Responsibilities and Duties Memorizing current insurance packages. Reviewing clients' needs to identify suitable insurance packages. Gauging prominent risks to ascertain appropriate payment amounts. Issuing non-binding insurance quotations. Processing clients' valid insurance claims. Fielding our clients' queries and recommendations. Supporting newly-appointed Insurance Consultants by issuing sound advice. Partaking in scheduled and impromptu company events.Qualifications and SkillsExperience: A Finance-intensive qualification is preferred. Demonstrable experience as an insurance consultant. Receipt of an insurance consultant license. Laudable statistical modeling techniques. Ability to utilize digital spreadsheets. Fine-tuned interpersonal, problem-solving, and referral capacities. Excellent verbal communication skills. Well-honed telephone etiquette. Availability beyond routine working hours.Education: High school diploma.Job Type: Full-time
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Loan Processor

Pacific Placements and Business Consultancy Pvt. Ltd.

  • 2 - 3 yrs
  • 2.3 Lac/Yr
  • Kolhapur
Quality Analysis Communication Advisor Banking Finance Officer Loan Officer Direct Sales Mortgage Home Loan Housing Loan Loan Executive Loan Processor Gold Loan Sales Officer Walk in
Responsibilities for Loan ProcessorEvaluate credit worthiness by processing loan applications and documentation within specified limitsDetermine all applicable ratios and metrics and set up debt payment plansInterview applicants to determine financial eligibility and feasibility of granting loansReview active loan files each day to determine if any documents are missing or what can be done to help the process alongIdentify and recommend products that meets the customer's needs and the organization's lending guidelinesCommunicate with clients either to request or to provide informationUtilize professional judgement to determine which potential borrowers represent good risk opportunities for the organization_perate in compliance with laws and regulations and adhere to lending compliance guidelinesExceptional communication and customer service skills3+ years' experience in the consumer loan industryCurrent registration under the National Mortgage Licensing System and RegistryStrong attention to detailFamiliarity with computers and banking applications/softwareAbility to work in a goal oriented environmentDemonstrable customer satisfaction orientation and sales competencies recordDeep knowledge of direct/indirect lending products and practicesExcellent analytical and mathematical skills
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