Banking SalesInsurance AdvisorMutual FundsFinance AdvisorFinancial ServicesLoansNbfcInsurance AgentField ExecutiveWalk 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
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)
Pacific Placements and Business Consultancy Pvt. Ltd.
1 - 2 yrs
3.0 Lac/Yr
Kolhapur
Good English Communication Good PersonalitySalesCorporate BankingWealth ManagementPortfolio ManagementFinancial AdvisoryInvestment AdvisoryClient Relationship ManagementRelationship ManagerWalk 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
Pacific Placements and Business Consultancy Pvt. Ltd.
2 - 3 yrs
2.3 Lac/Yr
Kolhapur
Quality Analysis Communication AdvisorBankingFinance OfficerLoan OfficerDirect SalesMortgageHome LoanHousing LoanLoan ExecutiveLoan ProcessorGold Loan Sales OfficerWalk 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