Financial Services Sales Job Vacancies in Delhi NCR

We are looking for a motivated and dedicated Life Insurance Advisor to join our team in Nehru Place. This part-time position is ideal for individuals with 0 to 6 years of experience who are passionate about helping others secure their financial future. **Key Responsibilities:**- **Client Consultation:** Meet with potential clients to understand their financial needs and objectives, helping them identify appropriate life insurance solutions.- **Policy Recommendation:** Recommend suitable life insurance policies based on clients' requirements, providing them with clear and accurate information to make informed decisions.- **Sales Support:** Assist clients through the application process, providing guidance and support until policies are issued.- **Market Research:** Stay updated on insurance products and market trends to offer the best options to clients and enhance their overall decision-making experience.- **Relationship Management:** Build and maintain strong client relationships through regular follow-ups and personalized service, fostering trust and loyalty.**Required Skills and Expectations:**Candidates should have a strong customer service orientation and excellent communication skills, allowing them to effectively explain complex insurance concepts. A proactive and results-driven attitude is essential to thrive in this role. Basic knowledge of life insurance products is preferred but not mandatory. Candidates should be able to work well both independently and as part of a team and must be comfortable working in an office environment. A positive demeanor and the ability to empathize with clients are crucial for success in this position.

Job descriptionWe are seeking a detail-oriented Paraplanner (Relationship Manager) to support our financial planning and wealth management team. In this role, you will assist in preparinginvestment plans, conducting mutual fund research, and managing essential documentationRequired Candidate profileFinancial PlanClient Relationship ManagementMarket & Product KnowledgeCompliance & Process Adherence

Job Title: Business Development Executive (BDE)Location: Gurgaon (Work from Office)Experience : 1 - 2 yearATS LINK : https://www.prolegion.com/marketplace/4ff2fa7b-ad6d-4c3c-81a8-38dc860ea02c/business-development-executive?utm_source=linkedinRole OverviewThis is a target-driven, high-performance sales role focused on converting warm inbound leads into enrolments.You will engage with students and working professionals who have already shown interest in finance and trading careers. Your role is to guide, persuade, and close high-value enrollments.This is not a passive counselling role - we are looking for strong closers.Key ResponsibilitiesManage and own the entire lead pipelineConvert warm inbound leads via phone, WhatsApp, and emailUnderstand prospects

We are looking for a Sales Consultant to join our team in Delhi. This role is ideal for individuals who are eager to learn and grow in sales. You will be responsible for engaging with customers and helping them find the right products to meet their needs.Key Responsibilities:1. **Customer Interaction**: Communicate with customers to understand their needs and guide them in choosing products. You will assist both walk-in customers and those who reach out through phone or online inquiries.2. **Product Knowledge**: Stay informed about the products and services our company offers. This knowledge will help you provide accurate information and recommend the best options for customers.3. **Sales Targets**: Work towards achieving monthly sales targets. You will be responsible for tracking your sales performance and finding ways to improve your results.4. **Team Collaboration**: Collaborate with your colleagues to share ideas and strategies for improving sales and customer satisfaction.5. **Reporting**: Maintain records of customer interactions and transactions. You will regularly report to your supervisor about sales figures and customer feedback.Required Skills and Expectations:Candidates should have a passion for sales and a willingness to learn. Strong communication skills are essential, and you should be comfortable speaking with customers. Attention to detail and the ability to work in a team are important. A proactive attitude and a desire to meet sales goals will help you succeed in this role. This position is open to male candidates who have completed at least the 10th grade, and you do not need previous experience to apply.

We are looking Life insurance Advisor at Sbi Life insurance company.

Key Responsibilities:1. Assist customers in selecting products: Help customers choose the right products based on their needs and preferences.2. Provide product information: Educate customers about the features, benefits, and specifications of various products.3. Process sales transactions: Handle cash, card, or digital payments accurately and efficiently.4. Maintain a clean and organized store: Ensure the store is well-maintained and products are displayed neatly.5. Meet sales targets: Work towards achieving daily, weekly, and monthly sales targets set by the management.Required Skills and Expectations:1. Excellent communication skills: Ability to effectively communicate with customers and colleagues.2. Sales skills: Proven track record of sales success and the ability to upsell and cross-sell products.3. Customer service orientation: A positive attitude and a focus on providing exceptional customer service.4. Basic math skills: Ability to calculate prices, discounts, and change accurately.5. Punctuality and reliability: Dependable and able to work full-time hours as scheduled.6. Product knowledge: Familiarity with the products being sold and a willingness to learn about new products.

Key Responsibilities: Develop and strengthen relationships with both existing and potentialclients within the financial services sector. Assess client requirements and deliver customized financial solutions. Drive sales and meet business development goals through the promotionof financial products and services. Serve as the primary liaison for clients, ensuring timely resolution oftheir queries and concerns. Coordinate with internal departments to guarantee smooth and efficientexecution of client requests. Identify and capitalize on opportunities for cross-selling and up-sellingrelevant financial offerings. Stay informed about industry trends, market dynamics, and competitoractivities. Participate in client meetings and coordinate effectively to maintainstrong engagement and trust.Requirements: Excellent verbal and written communication skills with a confidentand professional attitude Strong interpersonal skills to build and maintain lasting clientrelationships Analytical thinking to understand client financial needs and suggestsuitable solutions

We are looking for 5 Sales Consultant Posts in Netaji Subhash Place, Delhi with deep knowledge in Retail Sales, Negotiation Skills, Corporate Sales, Customer Support, Field Service, Coordination Skills, Sales Administration, Direct Sales, Financial Services Sales and Required Educational Qualification is : B.A

Company Pnb Met life insurance LttJob Profile life insurance advisor Age No limit bar 25 to 55Work responsibility sales & marketing life insurance policies plan Earning 30k to 60k Monthly Rewards+Annually Bonus+National and International tripsThe role focuses on expanding the client base, meeting revenue targets, and ensuring exceptional customer satisfaction. The position offers 2800 - 60000 and opportunities for career growth. Key Responsibilities: Research and identify new client opportunities in the market. Build strong, professional relationships with clients through regular communication. Promote product and service offerings that align with customer needs. Collaborate with internal teams to ensure seamless delivery of services. Monitor industry trends to adapt strategies and stay competitive. Provide regular feedback and insights to the management team. Thanks & RegardsKaushal Singh

Insurance Advisor

Desired Candidate Profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description:Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews.

Makes phone calls to potential and existing customers to promote a company's products or services.

We are hiring for sales executive position and your role is sell financial products on field

Good Communication skillsCustomer Handling Skills Fresher/Experienced Both Can ApplyHindi Candidates

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

We are seeking a motivated and experienced relationship manager specializing in equity to join our team in Delhi (JANAKPURI WEST-DISTT CENTER)Selected intern's day-to-day responsibilities include:1. Acquire new clients/franchisee2. Generate brokerage primarily through advising clients on their equity portfolio3. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generatingnew business4. Need to be constantly updated with the market knowledge5. Ensure all the activities are in adherence as per compliance and risk6. Keeping the clients updated on their orders7. Crossing selling third party products like Mutual fund, SIP, and PMSRequirements:1. Minimum 1 year of experience in equity markets2. NISM certification is mandatory3. Ability to analyze financial data and market trends4. Proactive and client-focused attitude5. Candidate should have good communication skill

Lok Vigyan Samridhi helps business owners with Lok Vastu Shastra and Numerology solutions and help them grow their business. Under the mentorship of Dr. Pardiep Jain (Gold Medalist Ph.d. Vastu Consultant) we have already more than 10,000 people.And now we are expanding our team to help us achieve that goal and help Indians healthy, wealthy and happy.Roles and Responsibilities:--> Connect with businesses, understand their problems and consult them with solutions-> Guide people through our different products and services as per their problems-> Connect with the leads generated by the marketing team and help them with leads quality-> Maintain data of leads in the CRM, and making proper reporting to the team lead against the work doneLearnings:-- Dealing with customers on a regular basis will boost your confidence level.- Enhance your interpersonal skills- Acquire more skills and knowledge about the market and learn how to put them into practice- Learn about new sales techniques, strategies, and their implementation.- You will be working directly with the senior management, and learning and improving your skills with them.

Key Responsibilities: Stay informed about market trends, competitor offerings, and client demands to ensure services remain competitive and innovative. Proactively identify and onboard potential investors interested in mutual funds, stock, and forex trading opportunities. Communicate the features and benefits of financial products effectively, tailoring solutions to meet individual client needs. Build and maintain lasting relationships with investors by providing regular updates and addressing inquiries promptly. Collaborate closely with the financial advisory team to ensure a seamless client experience and align strategies for growth. Achieve and exceed monthly and quarterly sales goals, contributing to the companys overall success.Job Requirements: A Bachelors Degree in Finance, Business Administration, Marketing, or equivalent. Proven sales experience, preferably in financial services, investments, or related industries, with knowledge of mutual funds, stock markets, and forex trading considered an advantage. Strong communication and presentation skills, with exceptional negotiation and relationship-building abilities. Self-motivated, target-oriented, and able to work independently. Fluency in English and at least Hindi is highly desirable.Why Join Us? Competitive salary with an attractive performance-based commission. Ongoing training in financial products and sales strategies. Clear career progression pathways within a fast-growing and innovative company. Supportive team culture with regular mentorship

The Tellecaller will be responsible for maintaining effective communication with clients and supporting internal teams to ensure smooth operations. A client list will be provided, and the executive will be required to reach out to clients through calls, provide information about our financial services, and coordinate with the Debt and Back Office departments for client-related matters.Key Responsibilities:Contact clients from the provided list to share details about financial services.Maintain follow-ups and build client relationships.Coordinate with the Debt and Back Office teams for updates and issue resolution.Record client interactions and feedback for reporting purposes.Ensure timely communication and professional client handling.

Desired Candidate profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description: Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews, SystematicInvestment Plans (SIPs), and other relevant financial discussions.Applicant Requirements: Strong oral and written communication skills. Proficiency in MS Excel and PowerPoint. Experience in investment advisory within the financial services sector will be an added advantage. Openness to learning and utilizing technology.

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