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Financial Services Sales Job Vacancies in Pune

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Life Insurance Advisor (10-10 Years)

Pacific Placements and Business Consultancy Pvt. Ltd.

  • 10 - 10 yrs
  • Laxmi Road Pune
Financial Planning Skills General Insurance Customer Service Life Insurance Insurance Sales Insurance Marketing
We are seeking an experienced Life Insurance Advisor to join our team in Pune. In this role, you will help clients understand their life insurance needs and provide suitable policy options. Your expertise will guide them in making informed choices for their financial security.Key responsibilities include:1. **Client Consultation**: Meet with clients to assess their life insurance needs and financial goals. You will listen attentively to understand their concerns and requirements.2. **Policy Recommendations**: Based on client assessments, recommend appropriate life insurance policies. Your knowledge of various products will allow you to propose the best solutions.3. **Policy Administration**: Assist clients with completing application forms and ensure all documentation is accurate. This includes guiding customers through the claims process and addressing any related inquiries.4. **Market Research**: Stay informed about industry trends and competitor offerings. Understanding the market will help you provide clients with the most relevant information.5. **Relationship Building**: Establish and maintain strong relationships with clients to build trust and encourage referrals. Your communication skills will be critical in fostering these relationships.To be successful in this role, you should have at least 10 years of experience in insurance sales or a related field. A minimum of a 10th-grade education is required. Strong communication and interpersonal skills are essential, along with a deep understanding of life insurance products. You should be motivated, customer-focused, and eager to help clients secure their financial futures.
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  • 0 - 3 yrs
  • 3.5 Lac/Yr
  • Wakad Pune
Communication Sales Financial Services Sales Convincing Power
Business Development Executive(Forex market)Company Name - Wavereco Workmode - work from office only Location - City Avenue by kolte patil, office no - 101, wakad pune 411057Job type - Inside Sales Process - Outbound sales revenue generation processSalary - Upto 23k + Incentives Roles & Responsibilities - Sales, Client Interaction and Advisory, Forex, Cold calling,Relationship Management, business development, payment collection, negotiation & convincing.Education - Any Graduates & Post graduates can apply (MBA Marketing / MBA Finance )Skills - Excellent English communication skill is must, knowledge about Indian share market & foreign exchange market is plus.Only Day Shifts 9.15 AM - 6.30 PMContact HR Shruti - 8446573996 (WhatsApp/Call)
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Advisor- For L S B Isy.

Nextgen Placement

Sales Financial Advisor Leadership Investment Banking Financial Services BFSI
#Hiring#SENIOR & jUNIOR ADVISOR- For L S B Isy.1. WEALTH MANAGEMENT.= TEAM LEADER & INDIVIDUAL..2. RM- EQUITY- = TEAM LEADER & INDIVIDUAL.#SALES_Cum_TRADING.#CTC: Up to 25 LACS.Location: KOLKATA, AHMEDABAD. MUMBAI, BANGALORE, HYDERABAD, DELHI, PUNE, DELHI, CHENNAI.1. Ensure timely advice to customers for Equity and Derivative markets2. Portfolio Review to be done monthly with clients for deepening the Client relationship.3. Ensure adherence to Compliance process for advice given5. Daily meetings to be done with existing clients and new prospects for business.Role Requirements;o Educational Qualifications: Graduation in any discipline/ MBA Finance, NCFM.o Experience: MINIMUM 3 Years in Equity / MF / PMS / Broking.- SALES & TRADING.o Domain Knowledge: Understanding of capital marketsInterested candidates can Share updated CV- on datalivetech@gmail.comwith your current CTC.
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Financial Services Sales Cold Calling Convincing Power Communication Trainer
Online shopping platform distributer profile as a work
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Get Personalized Job Matches

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  • 10 - 17 yrs
  • 14.0 Lac/Yr
  • Pune
Sales Manager Regional Sales Manager
Regional Sales Manager Financial Services - PuneJob Description: Job Title: Regional Sales Manager Financial Services - PuneJob Responsibility Enter into and manage partnership and alliances with Vehicle OEMs local officials and their dealers Hands on, direct field work to source EV fleet customers in the local EV market Analyze regional market trends and discover new opportunities for growth Manage Region rollout and partner onboarding Manage monthly sales planning with partners and lead funnel Manage soft and hard collections Align the Region, with our pan-India retail vehicle finance foray, reporting to Regional Head- Retail Finance Ensure fluency in local language, handling local team and Bulk clients for the RegionKey Skills: Key Skills: You are a proactive and independent person and are looking to take on independent responsibility Suggest new services/products and innovative sales techniques to increase customer satisfaction Should have capability of building up the new Team. You are good with numbers, have an analytical bent of mind and are curious by nature You can work as an independent contributor with little/ no support You are looking to join a young firm and believe in our mission (The mission of the company is to be an innovative market maker debt financing venture dedicated towards financing sustainable energy in India and catalysing the industry towards scale.) You can converse easily with sales staff and customers in local language as well Hands-on and good inter-personal skills, with a go-getter attitude Attention to detail and accuracy Ability to convert sales work to data through computers and mobile appsMandatory: Done Retail loan sales and collections for an NBFC for atleast 5 years Willingness to travel extensively to engage the market Vehicle finance experience, especially new or used commercial vehiclesTarget Industry: Commercial Vehicle Finance - MandatoryGender: MaleExperience:
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Sales Officer

Ideal Global Services

Good Communication Financial Services Knowledge Banking Sales Financial Sales
We are Hiring as a seles officer for HDFC bank having a knowledge of any financial services good communication must have bike
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Sales Consultant

ABIR TECHNOCORP

  • 6 - 7 yrs
  • 8.0 Lac/Yr
  • Pune
Direct Marketing Channel Sales Communication Skills Financial Services Sales Sales Consultant
Devising and implementing strategies for market development. Designing and implementing product promotional Strategies and actions. Experience in training, managing the sales team. Identifying market segments. Setting up dealer-distribution networks. Designing product pricing. Designing incentive schemes for dealer distributors. Designing sales teams reporting mechanism .
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  • 2 - 8 yrs
  • 10.0 Lac/Yr
  • Pune
Branch Sales Manager Branch Relationship Manager Branch Operation Manager Branch Incharge Sales Executive Business Development Manager Business Development Executive Marketing Manager Marketing Representative Walk in
Job description- Responsible for acquiring and developing preferred clients in HNI / Ultra HNI segment.- Identification of customer needs and provide them with right financial planning assistance, asset allocation and coordinate with product and research team for taking investment decision for the clients.(Products-Equity, Mutual funds, SIP, Bonds )- Maintaining strong client relationships and generate revenue from preferred clients.Build and deepen relationships with existing HNI/UHNI Customers to achieve an increase in the share of wallet.- Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios.- Responsible for achieving targets based on acquisition and revenue generation majorly through Equity- Initiates periodic meetings with the Research team to enable them to give structural segment market fundamental report, which facilitates the HNI/UHNI clients to invest better.- Responsible for Cross-Selling of product like SIP, MF, FIP, PMS, Life Insurance, etc.- Acts as a critical link in enabling one to one discussions, presentations to select group of HNI/UHNI for their investment needs.- Adhere to all company processes and policies by fulfilling the compliance standards in Financial Planning, Asset Allocation and Product SalesQualifications and Years of Experience :- Any graduate/ MBA Finance- Years of Experience : 3 Years - 7 Years only from Equity IndustryPreferred Skills :- Excellent selling and relationship nurturing skills- Strong market connect to enable shifting of client-base to new set-up- Outstanding written and oral communication skills.- 6+ years of proven record of managing HNI/UNHI clientele in investment/financial services and nurturing relationship with the customers- Teamwork and Collaboration with research team- Strong Organizational
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