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Financial Services / Banking, Investments / Insurance / Stock Market / Loan Jobs

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  • 0 - 5 yrs
  • Serampore
Life Insurance Insurance Sales Insurance Marketing Insurance Financial Planning Skills
Join the Winning Team at SBI Life Insurance WE ARE HIRING
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  • 1 - 2 yrs
  • 3.0 Lac/Yr
  • Gurgaon
Compliance Knowledge Gold Appraisal Documentation Sales Skills Teamwork Product Knowledge Problem-solving Customer Service
Job OverviewWe are looking for enthusiastic and responsible Male and Female Gold Loan Executives to join our team. The ideal candidate should have experience in telecalling, lead generation, and gold loan operations, with the ability to accurately assess gold jewellery and assist customers throughout the loan process.EligibilityGender: Male & FemaleQualification: 12th Pass or aboveExperience: 6 months to 2+ years (Freshers with relevant knowledge may also apply)Key ResponsibilitiesAssess gold jewellery for purity (karat), weight, and quality.Perform gold testing using methods such as the touchstone test, acid test, or karat meter.Calculate the value of gold based on current market rates.Verify pledged ornaments for gold loan processing.Maintain accurate records of evaluated jewellery.Ensure the safe handling and secure storage of customer jewellery.Identify fake or adulterated gold items.Assist customers with queries related to gold valuation and loan procedures.Follow company policies, operational guidelines, and security procedures.Handle telecalling activities and generate leads for gold loan services.Required SkillsGood communication and customer handling skills.Experience in telecalling and lead generation.Knowledge of gold appraisal and valuation.Basic computer knowledge.Attention to detail and honesty in handling customer assets.Ability to work in a target-oriented environment.Preferred Experience6 months to 2+ years of experience in Gold Loan, NBFC, Banking, or Financial Services.Contact-8212495094
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  • 1 - 3 yrs
  • 3.5 Lac/Yr
  • Raipur
Financial Services CMA Data Financial Reporting Project Reports Credit Monitoring
Requirements:Strong knowledge of finance and accounting concepts.Experience in preparing CMA (credit monitoring arrangements) and Project finance Reports (even basic experience is acceptable, provided you have strong conceptual knowledge).Good understanding of financial ratios, loan documentation, and loan processing.Strong analytical and communication skills.Strong proficiency in Microsoft Excel and Microsoft Word.
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  • 0 - 1 yrs
  • 2.3 Lac/Yr
  • Noida Sector 127
Call Handling Teamwork Telephone Etiquette Phone Banking
We are looking for a dedicated Phone Banking Officer to join our team in Noida Sector 127. In this role, you will assist customers with their banking needs through phone communication, ensuring excellent service and support.Key Responsibilities:1. Customer Support: Handle inbound and outbound calls from customers, providing information on banking services, account inquiries, and resolving issues efficiently.2. Account Management: Assist customers with account-related processes such as balance inquiries, fund transfers, and updates to personal information while maintaining confidentiality.3. Problem Resolution: Identify customer concerns and provide appropriate solutions, ensuring a high standard of service and customer satisfaction throughout the call.4. Documentation: Maintain accurate records of customer interactions and transactions in our system, ensuring all data is up-to-date and compliant with company policies.5. Team Collaboration: Work closely with other team members and departments to ensure seamless service delivery and to escalate complex issues when necessary.To be successful in this role, you should have excellent communication and interpersonal skills, possess a problem-solving attitude, and exhibit a strong commitment to customer service. A graduate degree is required, and candidates with 0-1 year of experience in customer service or banking will be preferred. You must be comfortable working from our office environment and be willing to adapt to a fast-paced work setting.
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Stock Broker - Rajkot

K9HR Solutions

  • 1 - 3 yrs
  • 3.3 Lac/Yr
  • Rajkot
Mutual Funds Currency Trading Risk Management Stock Market Brokerage Online Trading Equity Analysis Share Market Share Trading Stock Exchange
K9HR SOLUTIONS, Krishna Patel (HR Manager - Mo. No. 98798 71629 Email ID: hr03@k9hr.com) is looking for Stock Broker Executive As Follows: Assist clients with stock broking services, manage account-related operations, maintain accurate documentation, prepare reports using MS Office, and provide efficient administrative and client support. The role requires good communication skills, attention to detail, and a basic understanding of financial markets.
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  • 2 - 5 yrs
  • 3.0 Lac/Yr
  • Secunderabad
Sales Branch Administration Retail Branch Banking Branch Banking Bancassurance Retail Banking
We are looking for an Assistant Branch Manager to support our branch operations in Secunderabad. The ideal candidate will have 2 to 5 years of experience and a graduate degree. This full-time position requires strong leadership skills and a dedication to excellent customer service.Key Responsibilities:1. **Manage Daily Operations**: Assist the Branch Manager in overseeing day-to-day activities, ensuring smooth operations and adherence to policies.2. **Customer Service**: Provide outstanding service to customers, addressing their needs and resolving issues promptly to enhance their experience.3. **Team Leadership**: Supervise and motivate staff, fostering a positive work environment and promoting teamwork to achieve branch goals.4. **Sales Support**: Help in achieving sales targets by identifying opportunities and supporting team members in their sales efforts.5. **Compliance and Reporting**: Ensure all branch activities comply with relevant regulations and prepare regular reports on branch performance.
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  • 1 - 3 yrs
  • 4.0 Lac/Yr
  • Bangalore Rural Mandya
Tally Software GST Filing Customer Relationship Good Communication Skills Tax Purchase Orders MS Office Word MS Excel MS Powerpoint
We are looking for an Admin Cum Accounts Executive to join our team in Bangalore rural. This full-time position requires a motivated individual with 1 to 3 years of experience in administration and accounting tasks.Key Responsibilities: - **Administrative Support**: You will handle various administrative tasks such as managing correspondence, scheduling meetings, and maintaining office supplies to ensure smooth operations. - **Accounts Management**: You will assist in managing financial records by recording transactions, preparing invoices, and processing payments to support accurate financial reporting.
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  • 0 - 5 yrs
  • South Kolkata
Management Trainee Marketing Communication Insurance Marketing
INSURANCE MARKETING MANAGEMENT Team management,recruitment team building.Good communication skill, play interactive session.
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  • 0 - 2 yrs
  • 2.5 Lac/Yr
  • Surat
Account Business Finance Computer Balance Sheet Review
As a Credit Officer, your primary role will be to assess and manage credit applications for customers. You will work in an office setting in Surat, where you will interact with clients and evaluate their creditworthiness.**Key Responsibilities:**- **Review Credit Applications:** Examine applications submitted by potential customers to determine their financial credibility and ability to repay loans or credit.- **Conduct Credit Analyses:** Analyze financial statements and credit reports to assess risk factors associated with lending to the customers.- **Communicate with Clients:** Engage with applicants to gather necessary information and address any questions or concerns regarding the credit process.- **Prepare Reports:** Create detailed reports summarizing your findings from credit assessments to inform decision-makers on credit approvals or denials.- **Monitor Existing Accounts:** Keep track of current customer accounts to ensure timely payments and identify any issues that may arise.**Required Skills and Expectations:**- A minimum education level of 12th grade is essential, and prior work experience is not mandatory, but some knowledge of finance will be an advantage.- Strong analytical skills are necessary to evaluate credit data and make informed decisions.- Good communication skills are expected, as you will clearly explain credit terms and conditions to clients.- A keen attention to detail is crucial for accurately reviewing documents and reports.- Basic knowledge of computer applications and spreadsheets will aid in efficient data handling and reporting. The ideal candidate will be dedicated, organized, and able to work well in a team-oriented environment.
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  • 1 - 3 yrs
  • 4.5 Lac/Yr
  • Pune
Journal Entries Tally Microsoft Office Microsoft Excel
Daily accounting, ledger maintenance & journal entries.Monthly closing and account reconciliation.GST invoicing, returns & statutory compliance.Accounts Payable & Receivable management.MIS reporting, cash flow & P&L analysis.
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  • 0 - 2 yrs
  • 2.3 Lac/Yr
  • Jaipur
Tally ERP Tally Prime Excel Microsoft GST TDS
About Hostnetindia Hostnetindia, under The Pinnacle Group, has data centers in India (Delhi, Noida, Mumbai, and Nashik), the USA, UK, and Europe, and provides the best managed and affordable services comprising dedicated servers, virtual private servers, shared web hosting, reseller web hosting, cheap SSD cloud storage, domain services, and mailing solutions. We have more than 16 years of experience in managing dedicated servers. Hostnetindia means 'exuberant support for data services'. Hostnetindia's vision is to create lifetime customer relationships by delivering world-class managed data center services and dedication-enabled solutions. About JobSelected candidates day-to-day responsibilities include: Knowledge of Tally ERP and Tally Prime is Must Knowledge of Taxation, TDS and GST is must. Generate accurate invoices for services rendered to clients. Ensure timely and correct billing of subscription plans, domains, and other services. Monitor recurring billing cycles and initiate automated billing processes. Manage accounts receivable, track payments, and send payment reminders to customers. Handle customer inquiries regarding invoices, payments, and billing discrepancies. Assist in preparing financial reports, including revenue analysis and accounts receivable aging reports. Address customer inquiries related to billing and accounts with professionalism and exceptional customer service. Reconcile accounts and resolve discrepancies as needed. Verify and process refunds or adjustments as required. Who can Apply Bachelor's degree in finance, Accounting, Business, or related field preferred. Proven experience in billing and accounts receivable. Familiarity with accounting software and billing systems. Excellent attention to detail and organizational skills. Strong communication and customer service skills. Ability to work independently and as part of a team. Proficiency in Microsoft Office, especially Excel. Knowledge of web hosting or IT services is a plus.
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  • 0 - 6 yrs
  • 5.0 Lac/Yr
  • Delhi
Insurance Sales INSURANCE General Insurance Life Insurance Health Insurance Sales Online Sales
* Sell insurance products (LI/HI/GI) remotely from online portal* Meet sales targets on every month* Good Incentive & Leadership Opportunity provided as TEAM LEADER after 6 Months* Provide educational support for insurance products
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  • 0 - 6 yrs
  • 3.8 Lac/Yr
  • Pehowa Kurukshetra
Good Communication Good Communication Skills Negotiation Skills Lead Generation
We are seeking an enthusiastic Loan Officer to join our team in Pehowa. The ideal candidate will work full-time from our office, assisting clients with their loan needs. This position is open to male applicants and welcomes individuals with 0 to 6 years of experience.**Key Responsibilities:**- **Client Consultation:** Meet with clients to understand their financial needs and provide guidance on loan options available to them.- **Loan Application Processing:** Assist clients in filling out loan applications accurately, ensuring that all required information is gathered for approval.- **Credit Analysis:** Review clients credit histories to assess their eligibility for loans, helping to determine suitable loan products.- **Documentation Management:** Collect and organize necessary documentation from clients to support loan applications, ensuring compliance with company policies.- **Follow-Up Communication:** Maintain communication with clients throughout the loan process, providing updates and addressing any questions or concerns they may have.- **Market Research:** Stay informed about current lending practices and market trends to offer clients the best advice and service.**Required Skills and Expectations:**Candidates should have completed their 12th grade and possess strong communication skills to interact effectively with clients. A good understanding of financial products and basic math skills are necessary for this role. Attention to detail is crucial when processing applications and documentation. The candidate should be a team player, capable of working well under pressure and meeting deadlines. A positive attitude and willingness to learn will contribute to success in this position.
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  • 0 - 1 yrs
  • 2.8 Lac/Yr
  • Patna
Hard Working Banking Operations
Job Role: Refill ATMs, monitor cash loading, ensure smooth ATM operation, and handle minor technical tasks during field movement. Note:- This is Field work Job
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  • 1 - 3 yrs
  • 2.5 Lac/Yr
  • Kolkata
Lead Generation Presentation Skills Sales Problem Management Hard Working Communication Skills
We are seeking a Branch Relationships Executive to strengthen and manage the connections between our branches and clients. The ideal candidate will have 1 to 3 years of experience and will work full-time at our office in Kolkata.**Key Responsibilities:**- **Client Relationship Management**: Build and maintain strong relationships with clients by regularly interacting and understanding their needs, ensuring high levels of customer satisfaction.- **Branch Coordination**: Collaborate with branch managers and staff to align on client requirements, service delivery, and to address any challenges efficiently.- **Data Management**: Maintain detailed records of client interactions, feedback, and engagement metrics to aid in improving services and relationships.- **Feedback Collection**: Gather and analyze client feedback to identify service improvement opportunities, which helps enhance client satisfaction and loyalty.- **Performance Reporting**: Prepare and present regular reports on client engagement and relationship success to management, highlighting achievements and areas for improvement.**Required Skills and Expectations:**The ideal candidate should have strong interpersonal and communication skills to effectively engage with clients and team members. A solid understanding of client management practices and a keen attention to detail are essential. Proficiency in data management tools and a basic understanding of market trends will help in achieving performance targets. Candidates should display a proactive attitude towards problem-solving and possess the ability to work independently as well as in a team setting. A commitment to customer service excellence is vital.
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  • 1 yrs
  • 5.0 Lac/Yr
  • Coimbatore
Investment Banking Financial Services Financial Planning
We are seeking a dedicated Financial Consultant to join our team in Coimbatore. This role involves guiding clients on financial decisions and helping them achieve their financial goals. Key responsibilities include: 1. **Client Consultation**: Meet with clients to discuss their financial situation, identify needs, and develop personalized financial strategies. 2. **Financial Planning**: Create comprehensive financial plans that may involve investments, savings, and insurance tailored to individual client goals. 3. **Market Analysis**: Stay updated on market trends and financial products to provide clients with the best advice and options. 4. **Portfolio Management**: Monitor client portfolios and recommend adjustments based on performance and market changes. 5. **Report Preparation**: Prepare detailed reports and presentations for clients, summarizing their financial plans and progress toward their goals.Required skills and expectations: Candidates should hold a graduate degree and have at least one year of relevant experience in finance or consulting. Strong analytical skills are essential to assess client needs and market conditions accurately. Excellent communication skills are necessary to explain complex financial concepts clearly to clients. Proficiency in using financial software and tools is expected, along with a commitment to maintaining confidentiality and a high level of professionalism. Self-motivation and time management skills are crucial as this is a work-from-home position. The ideal candidate should also have a strong desire to help clients achieve financial stability and success.
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  • 0 - 6 yrs
  • Delhi
Investor Relations Presentation Skills Insurance Sales Insurance Marketing Insurance Sales
Helping people in financial,insurance and retirement planning. Connecting with his network to share LIC savings,pension,insurance, children,fixed deposits and family saving plansThis is not a fixed 10 to 5 salary job there is no fixed salary. Income is linked to performance and no limit to income
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  • 0 - 1 yrs
  • 2.8 Lac/Yr
  • Berhampur
Sales BFSI Field Sales Product Knowledge Lead Generation Nbfc
Job Responsibilities for CM Identification of potential village/ area for operation through village/area survey Conducting village/area level meetings, discuss about the company and various products/ services offered. Identification of potential customers in approved village/ area for providing financial support Loan origination Completing all necessary documentations and field verifications of all potential customers who apply for loan Collection of loan recovery and deposit in the bank (no deposit required for cashless) Monitoring and follow up of loan recovery and loan utilization Adhering to rules and norms prescribed by the company Adhering to basic code of conduct and fair practices code defined for microfinance industry Maintaining healthy portfolio and 100% recovery rate Conducting pre-disbursement and post-disbursement visits Maximum customer retention and relationship management at centers Providing training to new CMs Dealing with the customers in proper manner as prescribed under code of conduct Commitment and dedication for business growth and profitability of the branch Assist the branch manager to generate new business Complying to all the requirements by the Branch and HO
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Looking For Billing Engineer

SAMAQ BULIDERS PVT LTD

  • 5 - 8 yrs
  • 7.5 Lac/Yr
  • Vidya Vihar Mumbai
BOQ Preparation Quantity Estimation Project Execution Rate Analysis Tendering
Preparation, verification, and certification of Contractor RA Bills and Final Bills.Review and measurement of work executed at site as per approved drawings and BOQ.Preparation of quantity reconciliation and billing reports.Verification of subcontractor bills, material reconciliation, and work completion records.Maintain records of billing documents, measurement sheets, and payment certifications.Coordinate with Site Engineers, Project Managers, Consultants, and Accounts teams for timely bill processing.Ensure compliance with contractual terms, work orders, and payment schedules.Monitor project costs and assist in cost control measures.Prepare and update billing MIS reports on a regular basis.Assist in project audits and resolve billing-related discrepancies.Follow up for bill approvals and payment releases.
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  • 1 - 2 yrs
  • 3.3 Lac/Yr
  • Shahjahanpur
Direct Sales Retail Operations Sales
As an Assistant Branch Manager in Shahjahanpur, you will play a critical role in supporting the branch's daily operations and ensuring customer satisfaction. You will assist the Branch Manager in managing staff, implementing strategies, and achieving business goals. This is a full-time office-based position that requires male candidates with 1 to 2 years of relevant experience.**Key Responsibilities:**- **Support Daily Operations:** Assist in managing day-to-day activities to ensure efficient branch operations and provide excellent customer service.- **Staff Supervision:** Oversee and guide branch staff, helping them meet their goals and maintain high performance and motivation levels.- **Customer Engagement:** Build strong relationships with customers, addressing their needs and concerns promptly to enhance customer experience.- **Sales and Marketing:** Contribute to sales strategies and promotional activities to drive business growth in the branch.- **Inventory Management:** Monitor and manage inventory levels, ensuring the branch is well-stocked to meet customer demands.- **Reporting:** Prepare reports on branch performance, customer feedback, and sales metrics to help inform decision-making.**Required Skills and Expectations:**Candidates should have a bachelors degree in B.A, B.B.A, or B.Com. Strong communication and interpersonal skills are essential to interact effectively with customers and staff. You should be organized, detail-oriented, and able to multitask in a fast-paced environment. Basic knowledge of retail banking or branch operations will be an advantage. A positive attitude and the ability to work collaboratively in a team are also vital for success in this role.
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  • 2 - 4 yrs
  • 3.0 Lac/Yr
  • Warangal
Retail Banking Bancassurance Branch Banking Retail Branch Banking Branch Administration Sales
We are seeking an Assistant Branch Manager to support our branch operations in Warangal. The ideal candidate will have 2 to 4 years of experience and a graduate degree. This role involves assisting in managing day-to-day branch activities and ensuring excellent customer service.Key Responsibilities:1. **Customer Service:** Provide outstanding support to customers by addressing their inquiries and resolving issues promptly to enhance satisfaction.2. **Team Coordination:** Assist in managing branch staff, organizing schedules, and fostering a positive working environment to ensure a high level of productivity.3. **Sales Support:** Collaborate with the branch manager to drive sales initiatives, promote products, and achieve branch sales goals.4. **Inventory Management:** Help monitor branch inventory levels, ensuring proper stock and handling any discrepancies to optimize workflows.5. **Reporting and Analytics:** Contribute to the preparation of reports on branch performance, identifying trends and areas for improvement for the management team.Required Skills and Expectations:Candidates must possess strong leadership abilities and excellent communication skills, enabling effective collaboration with team members and customers alike. Proficiency in problem-solving is essential, as the candidate will regularly address operational challenges. Familiarity with sales principles and basic financial operations is important. The ideal applicant should be adaptable, ready to tackle various tasks, and committed to maintaining a positive atmosphere within the branch. A strong work ethic and attention to detail will also be crucial for success in this role.
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  • 2 - 3 yrs
  • 3.0 Lac/Yr
  • Khammam
Retail Banking Bancassurance Branch Banking Retail Branch Banking Branch Administration Sales
We are looking for an experienced Bank Branch Manager in Khammam to oversee daily operations at our branch. The ideal candidate will ensure excellent customer service, drive sales, and manage branch staff effectively.**Key responsibilities:**- **Supervise Branch Operations:** Oversee daily banking activities to ensure smooth operation and adherence to bank policies.- **Lead and Manage Staff:** Train, motivate, and evaluate branch staff, promoting a positive team environment and encouraging high performance.- **Customer Service Excellence:** Ensure that customers receive top-notch service and address any concerns or complaints promptly.- **Sales and Marketing:** Identify opportunities to promote banking products and services, aiming to increase new accounts and overall branch profitability.- **Financial Management:** Monitor branch financial performance, manage budgets, and implement strategies to achieve sales targets.- **Compliance and Risk Management:** Ensure all banking operations comply with regulations and internal policies to minimize risks.- **Community Engagement:** Build and maintain strong relationships with local businesses and community members to foster a positive bank presence.**Required skills and expectations:**Candidates should possess a B.B.A or B.Com degree. A minimum of 2 to 3 years of experience in branch banking or a similar role is essential. Excellent communication and interpersonal skills are crucial for effective customer interactions and team leadership. Proficiency in banking software and financial products is expected, along with strong analytical skills to assess financial data. A proactive attitude and ability to work in a fast-paced environment are important for success in this role.
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  • 0 - 1 yrs
  • 2.0 Lac/Yr
  • Channagiri Davanagere
Loan Assistant Mortgage Loan Officer
We have vacant of 1 Bank Loan Assistant Job in Channagiri Davanagere, davangiri, for Freshers Educational Qualification : B.B.A, B.Com, M.Com Skill Loan Assistant, Mortgage Loan Officer etc.
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  • 0 - 1 yrs
  • 2.5 Lac/Yr
  • Female
  • Mehsana
Administrative Support Invoicing Teamwork Accounting Microsoft Office Record Keeping Problem Solving Customer Service Communication Skills Attention to Detail Bookkeeping Telecalling
K9HR SOLUTIONS, Neha Bagdi (HR Reqruiter- Mo. No. 9879834289 Email ID: hr002@k9hr.com) is looking for a dedicated Accounts Cum Admin Executive to manage daily financial and administrative tasks. This position is ideal for a recent graduate looking to start a career in accounting and administration.Key Responsibilities:1. **Financial Record Keeping**: Maintain accurate financial records and ledgers, ensuring all transactions are documented properly.2. **Invoice Management**: Prepare and send invoices to clients and follow up on outstanding payments to ensure timely collection.3. **Bank Reconciliation**: Regularly reconcile bank statements with company records to identify discrepancies and ensure accurate financial reporting.4. **Administrative Support**: Assist in day-to-day administrative tasks, including managing office supplies, scheduling meetings, and supporting team members as needed.5. **Data Management**: Organize and maintain important documents and files, ensuring easy access and confidentiality.DISTRIBUTE CALLS / TASKS (WORK LOAD MANAGEMENT) CUSTOMER HANDLING (WALK-IN, TELEPHONIC, ETC) RECORD / UPDATE ALL COMPLAINS (TICKETS) IN CRM RECORD ALL INWARD / OUTWARD RECORD & FOLLOW-UP ALL RMA ENTRIESEnter all accounting transactionsDaily Social Media ActivityMaintain our Marketplace (hungamaprice.com)Tele-calling as per need.(Payment Collection, Bill Collection, Offers, etc)Update Customers for their work status from CRMComputer Operating KnowledgeGood Communication SkillAccount & GST Knowledge (preferred)Required Skills and Expectations:The ideal candidate should have a Bachelor
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  • 0 - 6 yrs
  • 7.5 Lac/Yr
  • Gudalur The Nilgiris
Insurance Life Insurance Agency Channel Direct Channel Good Communication Field Sales Sales
We are looking for an Agency Partner to join our team in Gudalur, The Nilgiris. This role is open to candidates with varying levels of experience, including freshers. You can work from home to promote and support our services.As an Agency Partner, your main responsibilities will include building and managing customer relationships. This will involve reaching out to potential clients, understanding their needs, and offering solutions that meet those needs. You will also be responsible for marketing our services, so you will need to create awareness and engage potential customers through various channels.In addition, you will track your sales and customer interactions to provide regular updates and reports. Effective communication and teamwork skills are essential to collaborate with other team members and share best practices.To be successful in this role, you need to have strong interpersonal skills, allowing you to connect with clients easily. A willingness to learn and adapt to new challenges is also important. You should possess basic computer skills and be comfortable using digital platforms for communication and marketing. Being self-motivated and goal-oriented will help you thrive in this position, as you will be expected to manage your time effectively while working independently from home.
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Presentation Skills Lead Generation Communication Skills Sales Hard Working
Sell credit card walking customer in branch
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Sales Executive Lead Generation Walk in
We have vacant of 100 Branch Relationship Executive Jobs in Howrah,Hooghly,Kolkata,Sales Executive,Lead Generation, for Freshers Educational Qualification : Higher Secondary, B.A Skill Sales Executive,Lead Generation etc.
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  • 0 - 1 yrs
  • 2.8 Lac/Yr
  • Ganjam
Sales BFSI Field Sales Product Knowledge Lead Generation Nbfc
Job Title: Loan OfficerCompany: Share India Fincap Private LimitedJob Description:Share India Fincap Private Limited is hiring energetic and result-oriented candidates for the position of Loan Officer. The selected candidates will be responsible for sourcing customers, promoting the company's financial products, and managing the complete loan process while building strong customer relationships.Key Responsibilities:- Source new customers through field visits and local market activities.- Promote and sell Group Loans and other financial products.- Conduct customer verification and KYC documentation.- Explain loan products, eligibility, and repayment terms to customers.- Coordinate loan disbursement and ensure timely collections.- Build long-term relationships with customers and maintain portfolio quality.- Achieve monthly business and collection targets.- Ensure compliance with company policies and RBI guidelines.Eligibility:- Graduate in any discipline.- Freshers and experienced candidates are welcome to apply.- Good communication and interpersonal skills.- Willingness to travel for fieldwork.- Two-wheeler with a valid Driving Licence is preferred.Benefits:- Competitive Salary- Attractive Performance Incentives- PF & ESI Benefits- Travel Allowance- Career Growth Opportunities- Supportive Work Environment
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Opening For Equity Dealer

Prerana Hr Solution

  • 1 - 3 yrs
  • 4.0 Lac/Yr
  • Delhi NCR
Stock Broking Stock Market Equity Sales Equity Advisor Equity Dealer Mutual Funds Sales Mutual Funds Brokerage Stock Broker Stock Dealer Stock Reconciliation Walk in
Key Responsibilities:Ensuring Service Quality and Deepening Customer Relationship Maintain Relationship with Trading Customer Increase customer and Market share of customer trading on online Platform services to all assigned clients Ensure client is guided for trading online platform Responsible to activate the clients for long term investments as well as positional trading ideas in stocks for short/ medium term. Responsible to educate and Advise clients for online platforms Trading To keep abreast with the market knowledge and market intelligence Responsible to ensure all activities are in adherence as per Compliance & Risk.
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  • 0 - 2 yrs
  • 2.5 Lac/Yr
  • Andheri East Mumbai
BPO Executive Call Center Executive Banking Officer Tele Marketing Manager Telecaller Account Opening Banking Sales Loan Sales Executive Voice Process Executive
Primary Responsibilities: Customer Engagement: Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details. Call handling as per defined standards. Accurate resolution for customer queries. Promoting Digital Banking services for a superior customer service experience. Profiling of customers in order to aid right cross-servicing of Bank products Accurate logging and resolution of complaints. Attrition control of customers. Regular interactions with the customers and pro-actively assessing customer needs. Deepening relationship by cross selling 'sticky products' like Demat, Bill Pay, Advisory etc. Ensure portfolio quality of relationship while racing considering eligibility. Monitor large amount movements and account closure from the deposit accounts. Ensure retention of customers Achievement of portfolio parameters: Meet the defined objectives of the Portfolio managed by the respective VRM Sales: Right cross-sell of products basis profiling and engagement. Penetration of products across groups. Sales across all product segments-TPP, Assets, Cards etc. Acquiring & grouping of all related IDs of the Primary ID. Use of triggers to track maturity of FDs, movement of CASA balances etc.and prevent outflow. Ensure Staff are trained on product knowledge and requisite certifications. Income to be generated at a customer level. Interaction Quality: Achieve Quality benchmarks defined from time to time. Complete and accurate capture of call interactions, including profiling thereby aiding relationship management. Audit and Service Quality Ensure all laid down system and process are followed as stipulated by Audit and Senior Management Ensure accurate and timely submission of financial transactions & requests. Adherence to set processes of updating customer interactions in CRM next. MIS Reporting: Ensure timely submission
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