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Financial Service Executive Jobs

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Financial Service Associate - Full Time Freshers

Fastline HR Services

  • 0 - 2 yrs
  • 2.8 Lac/Yr
  • Bhiwadi
Cross Selling Sales Banking BFSI B2c Sales Insurance Sales Mutual Funds Sales Casa Sales Executive
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
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Freshers For Financial Service Executive - Hyderabad

Rojgari Placements Pvt. Ltd

  • 0 - 3 yrs
  • 3.0 Lac/Yr
  • Kompally Hyderabad
Direct Sales Sales Marketing Field Sales
Designation:- Financial Service AssociateSalary Range: Best in IndustryRole and Responsibility: Business Targets: Achievement of business targets for all financial products as defined andagreed upon.o Meet customers to sell all financial productso Meet & counsel Walk -in & DSA customers who have been referred to him / her by Limitedo Influence customers to buy FD who have no prior Deposit relationship.o Ensure proper customer profiling on each call / customer visit, to identify and understandhis/her needs and accordingly recommend investment and Insurance options.o Obtain appropriate documents / information from the client and ensure the forms areduly completed before logging the sale.o Communicate the necessary details to the customers for the products being bought bythem.o Ensure sale is completed through / in line with the defined sales process.o Maintain product mix across types of loans / value of loans (Eqt., Housing, etc.)o and appropriate open market share for all products (PAR / ULIP / Non Par).o Coordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SMrepresentatives).o Closely monitor the HL data of the HL executives mapped to maximize the businessopportunities.o Ensure maximum joint calls with each HL executive mapped.o Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy,etc.)o Ensure that all documents are properly scanned and there are no mistakes while leadupdating in the system.o Be completely aware of the products being offered by the company and understandcompetition offering to be able to handle customer objections.o Be updated with the latest product features to enhance his / her selling abilitieso Ensure all desired matrix and business composition (persistency, funded, non-funded,etc.) are met Relationship Building:o Maintain good relationship with Channel partners & DSAo Build relationship with the assigned / sourced customer to create opportunities forvarious products to fulfil the customers financial needs. Account Management & Servicing:o Manage and service the existing customer portfolio.o Coordinate with the TM / Coordinator / SM for post sales service request form thecustomers (claims, endorsements, policy copy etc.)o Timely sharing of updated reports with the customers on products being bought bythem.o Co-ordinate with the customers at the time of renewals. Certification and regulatory compliance:o Be compliant towards selling of various products by undergoing the training andcertification for IRDA, AMFI etc. towards selling of insurance and any other productso The FSA has to be conscious and vigilant towards declaration of the customerinformation. In case FSA feels there is disconnect in the information shared by customerversus his/her observation, they need to cross check the information before booking thebusiness.o Ensure the right quality of business being sourced.interested candidate can share resume on 9033526313
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Urgent Requirement For Financial Service Executive

BTW Financial Services & IMF PVT LTD

  • 1 - 1 yrs
  • 3.0 Lac/Yr
  • Dadar Mumbai
Sales Online Lead Generation Business Development
Designation: Financial Services Sales Executive(Mutual Funds,Marine & Fire Insurance) Gross Salary: 21,000 to 25,000 Working Hours: 10:00 AM to 7:00 PM, Monday to Saturday Probation Period: 6 months Interview & Job Location :BTW Visa Services India Pvt Ltd Office No.B.14,Ground Floor, Civic Center, MMGS Marg, Dadar East, Dadar, Mumbai, 400014 https://share.google/0kCds4yCMFuLYPwZ Core Responsibilities 1. Sales and Client Acquisition: Find and acquire new clients (people and companies) using cold calls, networking, and referrals. Achieve daily and monthly sales targets for mutual funds and insurance. 2. Product Expertise: Clearly explain the features, benefits, risks, and coverage of Mutual Funds, Fire Insurance, and Marine Insurance. 3. Client Relationship Management: Build and maintain strong, long-term relationships with all clients. Act as their main point of contact for service and support. 4. Transaction Support (Mutual Funds): Advise clients and process requests like purchases, redemptions, switches (SIP, STP, SWP), and other account changes accurately and quickly. 5. Insurance Sales & Coordination: Explain specific policy details (coverage, limits) for Fire and Marine Insurance. Work with underwriters and claims teams to provide quotes and help process claims. 6. Query and Issue Resolution: Handle all client queries, including mailbox/email requests, for both financial and non-financial transactions promptly and accurately. 7. Compliance and Documentation: Ensure all sales, advice, and transactions follow SEBI/IRDAI rules and internal compliance guidelines. Maintain accurate records and client profiles (CRM). Essential Skills 1. Communication & Sales: Strong ability to start conversations, present ideas clearly, negotiate, and close deals. 2. Customer Service: Provide proactive, high-quality support to keep clients satisfied. 3. Networking: Skill in building a strong contact base for new leads and referrals. 4. Organization: Ability to manage sales pipelines, prioritize tasks, and meet deadlines. 5. Knowledge: Stay current on product details, market trends, and industry rules for both financial services and insurance.
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Financial Service Associate

Jobeefie Pvt. Ltd.

Must Have Two Wheeler Localized MIN.civil Score (650)
Job Description:HDFC Bank is looking for dynamic and motivated individuals to join our team as Financial Services Associates at our New Delhi branch (Gurgaon location). This is a client-facing role involving relationship management, sales, and customer service.Key Responsibilities:Promote and sell financial products like loans, credit cards, insurance, and mutual funds.Build and maintain strong customer relationships.Understand customer financial needs and provide appropriate solutions.Achieve monthly sales and service targets.Ensure compliance with bank policies and regulations.Qualifications & Experience:Minimum: Graduation in any stream (Bachelors degree).Experience: 5 to 6 years in banking, finance, or related sales/customer service roles.Strong communication and interpersonal skills.Basic knowledge of banking and financial services is preferred.Perks & Benefits:Attractive CTC package (21,000 24,000)Performance-based incentivesCareer growth opportunities within HDFC BankTraining and development support Contact on- mansi.chaudhary@jobeefie.com or 7817911137
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Financial Service Associate - Insurance

E. S. Jobs

Sales Insurance Wealth Management Casa Sales Investment Demat
Cross sell Life insurance and other investment products to customers.Field visit and joint calls with Home loan managers.handling walk in branch customers.coordination with loan department
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Field Business Development Executive - Financial Services

Enexperts Consulting (Opc) Pvt. Ltd.

Sales Consultant Sales Executive Field Executive Business Development Manager Business Development Executive BDE BDM Market Executive Walk in
Designation Field Business Development ExecutiveDepartment SalesCompensation: 1.50-4.50 LPA plus incentiveFresher/Exp both can applyGraduates and postgraduates both can applyPurpose of the Role To accomplish lasting impact by creating pathway of success to the customers.To leverage on our strength that which benefits our client's campaign bringing them high return of investment. To become a part of our driving sales force contributing to increase client acquisition wherein they become the revenue generator for our organization.Key Responsibilities Identifying business opportunities by identifying individual business owners,MSMEs, Entrepreneurs, and Professionals and evaluating theirposition in the market, researching and analyzing sales opportunities. To develop business relationship with our end customer by providing support and solutions recommending our services benefiting their business requirements. To provide presentations and demonstrate our organizationspackages and of our services. To obtain qualitative business information of the businessenterprise he/she visits and also explains them of the same on how itwould be represented to the users of the company. To explain in detail of our product's features, advantages,benefits, tenure and all the terms and conditions related to the productthe client is showing interest upon. To contribute in persuading the business owners/SME's tobecome our registered customerswhich shall enhance the productivity of their business. To actively play the role of a consultant providing thecustomers with relevant answers and solutions to the query they raise. To prepare report by collecting, analyzing and summarizinginformation and send the Key Parameter Monitor (KPM) report to thereporting managers on daily basis.Skills and Work Experience Required: Language:- Fluent in English/Hindi Communication Skill - Good communication skill.
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Operation Executive - For Banking,Financial Services and Insurance

Tiger Wealth Private Limited

  • 2 - 4 yrs
  • 3.5 Lac/Yr
  • Chandigarh Sector 9
Mutual Funds Insurance Operations BFSI Customer Communication Loans Equity Dealer
Job descriptionMaintain Client DataCorrespondence by email or call with Companies and ClientCalculate correct PremiumsPrepare & Compare Quotations for ClientsParticipate in TrainingWell-versed with MS Word, Excel, PowerPoint, Google Sheets, GmailRequired Candidate profileB.Com / BBA / MBACandidate should be from Chandigarh Or Mohali ONLYMin 2 yrs exp in Banking, Financial Services and InsuranceGood with English Communication ( Verbal and Written )Perks and benefitsIncentivesNo Sales Target2nd & 4th Saturday Off
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Financial Services in Sales Executive and Telesales

Keastox Best Stock Broker

  • 1 - 2 yrs
  • 4.0 Lac/Yr
  • Ahmedabad
Sales Executive Tele Sales Executive
Hi,Keastox Financial Service Hiring Location- Ahmedabad 1. Tele sales executiveExp- 1- 2 Yrs -, Telesales representatives contact customers to promote offers or to set up appointments to support field sales representatives. As a telesales representative, you reach potential and existing customers directly by phone to encourage them to buy your company's offers.2. Sales representativesExp- 1- 2 Yrs - We are looking for a passionate sales executive to join our sales team. The sales executive's responsibilities include generating leads, making sales calls,meeting with clients virtually or during sales visits,demonstrating and presenting products,establishing new business.Candidate have experience or knowledge in Bank or stock Broking Sales experience.
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FSA-Financial Service Associate / Lobby Sales

hirekaro global Services

  • 0 - 5 yrs
  • 3.3 Lac/Yr
  • Delhi
Selling Financial Banking Products Customer Relationship Lobby Sales Insurance Sales Financial Services Sales Management Sales and Marketing Sales Marketing Insurance Relationship Building Work From Home
Financial Services Associate/ Lobby Sales ExecutivePurpose: The role holder is required to meet his/ her targets through generation of new leads and managing and building relationship with customers mapped to them in order to cross sell Financial Services productsDesired Background : MBA / Graduates with minimum 1 year of experienceKPA & Activities:1. Business Targets: Achievement of business targets for all financial products as defined and agreed upon. Meet customers to sell all financial products Meet & counsel Walk -in & DSA customers who have been referred to him / her by HDFC Limited Influence customers to buy FD who have no prior HDFC Deposit relationship. Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options. Obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale. Communicate the necessary details to the customers for the products being bought by them. Ensure sale is completed through / in line with the defined sales process. Maintain product mix across types of loans / value of loans ( Eqt, Housing, etc)and appropriate open market share for all products ( PAR / ULIP / Non Par). Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM representatives). Closely monitor the HL data of the HL executives mapped to maximize the business opportunities. Ensure maximum joint calls with each HL executive mapped. Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy, etc.) Ensure that all documents are properly scanned and there is no mistakes while lead updation in the system. Be completely aware of the products being offered by the company and understand competition offering to be able to handle customer objections. Be updated with the latest product features to enhance his / her selling capable
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Financial Service Executive Sales Job

HDFC SALES

  • 1 - 3 yrs
  • Kottayam
Financial Associate Sales Executive Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Insurance Consultant
Cross selling financial products like Life insurance, General insurance, FD, MF etc
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Field Business Development Executive - Financial Services

Enexperts Consulting (Opc) Pvt. Ltd.

Sales Consultant Sales Executive Field Executive Business Development Manager Business Development Executive BDE BDM Market Executive Walk in
Designation Field Business Development ExecutiveDepartment SalesCompensation: 1.50-4.50 LPA plus incentiveFresher/Exp both can applyGraduates and postgraduates both can applyPurpose of the Role To accomplish lasting impact by creating pathway of success to the customers.To leverage on our strength that which benefits our client's campaign bringing them high return of investment. To become a part of our driving sales force contributing to increase client acquisition wherein they become the revenue generator for our organization.Key Responsibilities Identifying business opportunities by identifying individual business owners,MSMEs, Entrepreneurs, and Professionals and evaluating theirposition in the market, researching and analyzing sales opportunities. To develop business relationship with our end customer by providing support and solutions recommending our services benefiting their business requirements. To provide presentations and demonstrate our organizationspackages and of our services. To obtain qualitative business information of the businessenterprise he/she visits and also explains them of the same on how itwould be represented to the users of the company. To explain in detail of our product's features, advantages,benefits, tenure and all the terms and conditions related to the productthe client is showing interest upon. To contribute in persuading the business owners/SME's tobecome our registered customerswhich shall enhance the productivity of their business. To actively play the role of a consultant providing thecustomers with relevant answers and solutions to the query they raise. To prepare report by collecting, analyzing and summarizinginformation and send the Key Parameter Monitor (KPM) report to thereporting managers on daily basis.Skills and Work Experience Required: Language:- Fluent in English/Hindi Communication Skill - Good communication skill.
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