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Insurance Broking Jobs

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Urgent Requirement For Relation Manager

IndusInd Nippon Life Insurance Co. Ltd.

  • 1 yrs
  • 7.5 Lac/Yr
  • Delhi NCR
Life Insurance Corporate Banking Stock Broking Strategic Planning Interpersonal Skills Marketing Strategy Presentable Client Acquisition Sales Problem Solving Public Relation Business Strategy Stock Market
We are looking for a dedicated Relation Manager to join our team in Delhi NCR. This role is ideal for recent graduates with up to one year of experience in building and maintaining client relationships.Key Responsibilities:- Client Relationship Management: You will develop and maintain strong relationships with clients, ensuring their needs are understood and met effectively.- Communication: Regularly communicate with clients to provide updates, answer inquiries, and gather feedback, ensuring a clear understanding of their expectations.- Problem-Solving: Address any issues or concerns that arise, working proactively to resolve them and maintain client satisfaction.- Reporting: Prepare reports on client interactions and feedback to identify trends and areas for improvement.Required Skills and Expectations:Candidates should possess excellent communication skills, both verbal and written, to effectively engage with clients. Strong interpersonal skills are crucial, as the role involves building trust and rapport with clients. A proactive attitude and problem-solving abilities are essential for addressing client concerns. Additionally, candidates should be organized, with the ability to manage multiple client accounts simultaneously. Adaptability to work within a team and in a fast-paced environment will contribute to success in this role. A graduate degree is required, and prior experience in customer service or relationship management is preferred.
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B.A Freshers For Senior Process Executive

Polagoni Software Solutions

  • Fresher
  • 1.8 Lac/Yr
  • Seethammadhara Visakhapatnam
Communication Skills Active Listening Presentation Skills Email Writing Insurance Broking Policy Checking Quoting
As a Process Associate, you will play a vital role in supporting various processes within the organization. Your primary focus will be on ensuring smooth operations and contributing to the teams efficiency. Key Responsibilities:- Data Entry and Management: Accurately input and maintain data into the system to ensure information is current and easily accessible for decision-making.- Process Monitoring: Keep track of various processes to identify any issues, ensuring that operations run smoothly and efficiently.- Documentation: Prepare and organize documents as required to maintain accurate records and facilitate quick retrieval when needed.- Communication: Collaborate with team members and other departments, providing updates on progress and raising any concerns to ensure a cohesive working environment.- Problem Solving: Address any discrepancies or issues that arise in processes by working through solutions and implementing corrective measures.Required Skills and Expectations:- Fresh graduates or individuals with relevant qualifications such as B.A, B.C.A, B.B.A, B.Com, B.Sc, or professional degrees are welcome to apply.- Strong attention to detail is essential to ensure accuracy in data management and documentation.- Good communication skills are necessary for effective collaboration with teammates and other departments.- Basic knowledge of computer applications is important for carrying out tasks efficiently.- A proactive attitude and the ability to adapt to changing environments will help you succeed in this role.
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Hiring Freshers || Wealth Manager

Divine Financial Investment

  • 0 - 2 yrs
  • 5.0 Lac/Yr
  • Lucknow
Stock Broking Marketing Mutual Funds Private Banking Mutual Funds Sales Insurance Sales Equity Sales Banking Sales Banking
The Wealth Manager will be responsible for the promotion,development and handling of client relationships related to financialplanning, wealth management, tax planning.The capacity utilization of an SRM will be as follows:1. Acquisition of new client by moving into the market -60%2. Handling of portfolio and create new references from the client -30%3. In house training for operational and technical issues -10%KRA:-1. Manage Client Portfolio2. Create Leads Pipeline3. Arrange Participants for Events with the support of his Team4. Acquire Clients from Leads provided by System5. Stay Updated of Financial Market Events6. Understand Financial Planning, Wealth Management, Tax Planning
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Wealth Manager Fresher

Flourish Direct Pvt Ltd

  • Fresher
  • Kankarbagh Patna
Marketing Stock Broking Private Banking Mutual Funds Equity Sales Insurance Sales Mutual Funds Sales Personal Loans
As a Wealth Manager intern, you will play a key role in assisting individuals with managing their financial assets and investments. Your focus will be on helping clients achieve their financial goals through effective planning and advice.Key Responsibilities:- Client Relationship Management: Build and maintain strong relationships with clients. Understand their financial needs and goals to provide tailored investment advice.- Investment Analysis: Assist in analyzing different investment options. Gather information about market trends and financial products to recommend suitable choices for clients.- Portfolio Management: Help manage client portfolios by monitoring performance and making adjustments as needed. Ensure that investment strategies align with clients' risk tolerance and objectives.- Financial Planning: Support in developing comprehensive financial plans for clients. This includes budgeting, savings strategies, and retirement planning.- Market Research: Conduct thorough research on financial products and market conditions. Keep informed about trends and news that might affect clients' investments.- Reporting: Prepare regular reports on client investments and market analysis. Communicate findings clearly to help clients understand their financial status.Required Skills and Expectations:You should be a recent 12th-grade graduate with a keen interest in finance and investment. Strong communication skills are essential for explaining complex concepts to clients. A proactive attitude and willingness to learn are highly valued. Basic knowledge of Microsoft Office applications and an eagerness to engage with clients will contribute to your success in this role. Freshers are welcome; this internship provides an excellent opportunity to gain hands-on experience in wealth management.
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Bancassurance (Bank Channel) - Delhi

Rojgari Placements Pvt. Ltd

  • 1 - 7 yrs
  • Delhi
Bancassurance Banca Bancassurance Manager Bancassurance Officer Bancassurance Executive Banca Sales Sales Manager Bancassurance Banca Channel Banking Sales Insurance Insurance Sales Insurance Marketing Banking Insurance Insurance Broking General Insurance Life Insurance Agent Life Insurance Advisor Life Insurance Insurance Agent Insurance Advisor Insurance Consultant
We are hiring for banca channelPosition: Banca ChannelLocation: DelhiQualification: GraduationExperience: Minimum 1 year of experience in insurance
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Looking For Insurance Sales Officer

Tarini Insurance Brokers Pvt Ltd

  • 3 - 8 yrs
  • 6.0 Lac/Yr
  • Lucknow
Insurance Insurance Broking General Insurance Insurance Sales
Role OverviewTarini Insurance Brokers Pvt Ltd is looking for dynamic and result-oriented Sales Executives to promote insurance products, generate new business opportunities, and build strong client relationships. This role is ideal for individuals who are passionate about sales and want to grow in the insurance industry.Key Responsibilities Generate new leads and develop business opportunities Promote and sell insurance products to individuals and businesses Build and maintain strong relationships with clients Understand customer needs and recommend suitable insurance solutions Achieve monthly and quarterly sales targets Coordinate with internal teams for policy processing and servicingEligibility Graduate in any discipline 15 years of experience in Insurance / Banking / Financial Services / Sales Strong communication and negotiation skills Ability to build client relationships and close salesWhat We OfferCompetitive salary + attractive incentivesCareer growth opportunities in the insurance industryTraining and professional developmentSupportive and dynamic work environment Interested candidates can apply through LinkedIn or share their CV at nithish@tarini-insurance.com
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Wealth Manager - Full Time

Sunshine Manpower Solution And Services

  • 3 - 5 yrs
  • 10.0 Lac/Yr
  • Jaipur
Stock Broking Mutual Funds Sales HNI Sales HNI Client Handling PMS Handling Alternative Insurance Fund Manager AUM
Job Title Wealth ManagerExperience: +3years experience in Wealth SalesLocation: JaipurRole & Responsibilities1) Will be responsible for acquiring preferred clients (HNI/Ultra HNI).2) Maintain strong client relationships and generate AUM from the assigned portfolio.3) To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients4) To coordinate with product and research team for taking investment decision for the clients.5) To conduct and assist in organizing seminars, workshops and other business development activities.6) To achieve budgeted targets in terms of number of clients/volume of business & assets.7) To research, investigate and update themselves on available investment.8) To contact clients periodically and determine if they are satisfied with the service and returns generated.9) To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.10) Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency.Qualification & Skills:1) CFP / CFA / MBA in Finance / Marketing2) Should be an individual performer3) Pleasant personality and good communication skills.4) Strong HNI client handling experience5) Ability to work as an individual performer6) Capability to manage a reasonable AUM book size7) Excellent communication and relationship management skills8) Target-driven and result-oriented personality
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Hiring Insurance Executive For Hyderabad

One Insure

  • 1 - 7 yrs
  • 7.5 Lac/Yr
  • Hyderabad
Insurance Sales Insurance Broking Insurance Life Insurance Sales
Relationship manager for corporate sales vertical.. Should have capability of selfsourcing also.
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Jobs by Related Category

Sales Manager (Full Time)

Andromeda Sales and Distribution Pvt Ltd

Lead Generation Home Loans Business Loan Mortgage Loans Loan Operations Insurance Broking
*Analysing sales trends across the industry to develop effective strategies and optimise the current ones.*Implementing the companys sales policies at the field level and enforcing disciplinary actions.*Hiring and training sales teams in different regions to keep up with sales goals.*Collaborating with other teams, such as marketing, to collect and nurture leads.
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VP Corporate Relations

The Supreme Consultancy

  • 10 - 18 yrs
  • 32.5 Lac/Yr
  • Andheri West Mumbai
Insurance Insurance Broking Business Development Sales Business Development Corporate Relations Marketing Revenue Generation
Mandatory Criteria (Can't be neglected during screening) : Need candidate from Insurance Broking Industry ONLY. Candidate must have Consistency - Minimum 4 years with one company. Need candidate with minimum 10 years in Business Development within corporate insurance broking companies. Candidate should have Strong connections with Corporates in the proposed market. NOTE :- For good candidates who can bring good business to the company, client can slightly increase the budget for them which goes upto 30 - 32 LPA.DescriptionCompany Overview:As part of our growth strategy, we are expanding our business development team and are seeking experienced professionals with strong corporate and SME market control.Candidate Profile Requirements:We are looking for professionals who meet the following criteria:Experience: 5 to 15 years in the insurance broking industry, with expertise in sales, marketing, business development, or corporate relations.Market Expertise: Strong market control and an established client base in the corporate and SME sectors.Proven Track Record: Experience in building high-value partnerships and driving growth through strategic initiatives.Consistency: Candidates must demonstrate stability, with at least 3-5 years of continuous employment in key roles with previous employers.Role Type - Partner Model HiringExperience Requirements - Minimum 10 years in Business Development within corporate insurance broking companies.Consistency - Minimum 4 years with one company.Business Relationships - Strong connections with corporates in the proposed market.Job DescriptionResponsibilities and DutiesDevelop Strategic business development plans for multiple verticalsBuild strategies for special projectsRevenue generation as per annual plansTeam Management skillsProblem identificationNetwork DevelopmentKnowledge of Industry verticals/Competitors and geographical knowledge across regionsCompetitors Information (Strengths & Weakness)Build and maintain business relationships with clients EB & Non EBDiscuss and assess clients current and future insurance needs.Research insurance policies and products.Negotiate policy terms and costs with insurance providers.Arrange insurance cover for clients with the insurance provider.Client management-Rapport maintenanceCompetitors knowledge/Industrial knowledgeMentoring skills, Negotiation SkillsKnowledge Sharing
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Interview For Loan Sales Executive || Higher Secondary - Freshers

Andromeda Sales & Distribution Pvt Ltd

Outbound Calling Lead Generation Outbound Sales Home Loans Business Loan Personal Loans Mortgage Loans Loan Operations Insurance Broking
Key Responsibilities:* Sales Strategy & Planning:* Develop and implement strategic sales plans to achieve company sales goals and objectives.* Analyze market trends, competitor activities, and customer needs to identify new sales opportunities.* Forecast annual, quarterly, and monthly sales revenue and prepare accurate sales reports.* Team Leadership & Development:* Recruit, train, mentor, and motivate a high-performing sales team.* Set individual and team sales targets and monitor performance against these goals.* Manage the entire sales cycle from lead generation to closing deals.* Monitor sales metrics and KPIs, identifying areas for improvement and implementing corrective actions.* Strategic thinking and strong analytical abilities.* Ability to work independently and as part of a team in a fast-paced environment.* Results-oriented with a strong customer focus.What We Offer:* Competitive salary and performance-based incentives.* Opportunities for professional growth and career advancement.* A dynamic and supportive work environment.
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Higher Secondary Freshers For Sales Executive

Growmore Holdings

  • 0 - 6 yrs
  • 3.0 Lac/Yr
  • Mansarover Garden Delhi
Lead Generation Cold Calling Sales Business Development Sales B2B Sales Sales Ability Marketing Communication Insurance Sales Mutual Funds Sales Insurance Broking Mutual Funds
Recruitment of Mutual Fund Distributor (Advisor), Business Development (Sales) of Insurance, Mutual Funds
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Relationship Advisor

Mosahay Associate Pvt Ltd

  • 1 - 2 yrs
  • 2.5 Lac/Yr
  • Andheri East Mumbai
Insurance Broking Insurance Sales Insurance Marketing
A Relationship Manager in the Insurance Sector, Agency Channel Creation role focuses on building and maintaining relationships with insurance agents and brokers to develop a robust agency network, driving new business through them by promoting the company's insurance products while ensuring excellent customer service and meeting sales targets within the agency channel. Key Responsibilities:Agency Recruitment and Development:Identify and recruit potential insurance agents and brokers to expand the agency network. Conduct thorough training programs to educate agents on company products, sales processes, and compliance guidelines.Regularly monitor and evaluate agent performance to provide feedback and coaching for improvement. Relationship Management:Establish strong, long-term relationships with key decision-makers within agency partners. Actively engage with agents through regular communication, visits, and support to understand their needs and challenges. Address concerns and resolve issues promptly to maintain positive relationships. Sales and Business Development:Develop and implement strategic sales plans to achieve agency channel sales targets. Promote new product launches and cross-selling opportunities to agents and their clients. Conduct sales presentations and product demonstrations to educate agents about the benefits of the company's insurance offerings. Lead Generation and Conversion:Collaborate with agents to identify potential leads and generate new business opportunities. Provide support to agents in qualifying leads and converting them into paying customers. Compliance and Reporting:Ensure agents adhere to all regulatory compliance standards and company policies. Track and analyze sales data to identify trends and areas for improvement. Regularly report on agency channel performance to senior management. Required Skills and Qualifications:Proven experience in insurance sales, preferably within an agency channel.
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Hiring For Agency Associate

Kotak Mahindra Life Insurance Co. Ltd.

  • 0 - 1 yrs
  • Kolkata
Insurance Broking Life Insurance Agent Life Insurance Advisor HR Recruiter LIC Agent Sales Recruiter Recruitment Development
Part-time extra income opportunity through Insurance advisory for retired employee, house wife and early starter.The person has to work on Life insurance sector and guide recruitment of advisors. He/she should learn recruitment process and start recruiting insurance agents in life insurance sector.
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Opening For Relationship Manager

TekPillar Services

  • 1 - 6 yrs
  • 4.5 Lac/Yr
  • Thiruvananthapuram
Sales Fmcg Sales BFSI Equity Broking Stock Broking Mutual Funds Sales Demat Insurance Sales Banking Casa Manager Direct Sales Financial Reporting Life Insurance B2B Sales B2c Sales Channel Development Field Sales BDM Team Management Skills Customer Relationship Negotiation Skills
Hiring Sales Professionals for India's Leading Company!Roles and responsibilities:: New client acquisition to acquire 7-8 new clients per month from open marketCross selling of third party investment productsRevenue generation revenue to be generated from the all the products from sourced accountsRequired Candidate profile::Experience: 1+ Year in BFSI Sales, Marketing in any domainGraduation CompulsoryStrong leadership and communication skillsGoal-oriented with a focus on resultsFor more info.CALL: 84888 33693
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Hiring For Sales Manager

Turning Point

  • 10 - 20 yrs
  • Barasat Kolkata
Banking Insurance Stock Broking Home Loans
Urgent requirement of senior candidates in the age group of 40 years to 60 years having sound knowledge in Business development , customer /client handling , administration . Retired candidates preferred .
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Relationship Associate

Skywings Advisors Private Limited

Casa Credit Cards Insurance Direct Agency Broking Cross Selling Bank Branch Banking BFSI
We are hiring for the leading life insurance company. Channel - BancaJob Responsibility-The Candidate will be assigned or tagged under 2 to 3 Branches of Bank.The candidate should work along with the Branch Manager and Team members of Bank and promote the life Insurance product to the Customers of Bank.The candidate prime responsibility should build good relationship with the Branch Managers and Team members of the Assigned Branches and generate maximum lead from the branches assigned and take it to closure and generate maximum revenue.Need to visit all the assigned branches.Must Criteria : Should be having min 1 year of Life Insurance experience/ cross selling experience of Insurance sales/ Banking/ Financial Services sales experienceQualification- Min GraduationAge - 22 to 35yrsCTC - up to 3.25LPA + 6000 travel allowancesLocations: (Colva, Porvorim, VARCA) - Goa, (Satara, Baramati, Kharadi) - Pune, CHIPLUN - Ratnagiri, Charkop - Mumbai, Chennai, JaipurKindly share your resume on 9759214470 or else mail on skywingsadvisors38@gmail.comRegardsAnjali
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Opening For Relationship Manager

Infosite Services

  • 2 - 3 yrs
  • 4.0 Lac/Yr
  • Around Kolkata
Corporate Banking Insurance Sales Manager Insurance Broking Financial Planner Sales Manager
*Client Acquisition * client servicing *Cold Calling *Marketing and selling life insurance products *
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Field Sales Manager

Lords Mark Insurance Broking Services Pvt Ltd

Insurance Broking Health Insurance Life Insurance General Insurance Marine Insurance Insurance Training
Job Openings for 10 Field Sales Manager Jobs for Freshers in Delhi NCR,Lucknow,Bengaluru,Goa,Kolkata,Mumbai,Navi Mumbai,Thane having Educational qualification of : Higher Secondary, Other Bachelor Degree with Good knowledge in Insurance Broking,Health Insurance,Life Insurance,General Insurance,Marine Insurance,Insurance Training etc.
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Agency Development Manager (1-5 Years)

Hire360

Agency Development Insurance Sales Manager Sales Manager Sales Person Insurance Broking
Agency Channel Role (Agency Development)Profile: Agency ChannelExperience: 4 to 5 years (Sales experience is mandatory)CTC: Up to 4 lakhsJoining: ImmediateEducation: Any GraduateAge: 24 to 40 yearsResponsibilities:1. Develop and manage a network of agents for Kotak Life Insurance.2. Recruit, train, and motivate agents to achieve sales targets.3. Provide ongoing support and guidance to agents to enhance their performance.4. Conduct regular performance reviews and implement corrective actions when necessary.5. Monitor market trends and competitor activities to identify opportunities for growth.6. Collaborate with other departments to ensure smooth execution of sales strategies.7. Maintain accurate records of agent performance and sales activities.8. Ensure compliance with company policies and regulatory requirements.9. Foster a positive work environment that encourages teamwork and professional growth.10. professionally represent Kotak Life Insurance at all times.Skills and Qualifications:1. Proven experience in sales, preferably in the insurance industry.2. Strong communication and interpersonal skills.3. Ability to motivate and lead a team towards achieving targets.4. Excellent organizational and time management abilities.5. Sound knowledge of insurance products and market dynamics.6. Results-oriented mindset with a focus on delivering quality outcomes.7. Adaptability to work in a dynamic and fast-paced environment.8. Bachelor's degree or equivalent qualification.9. Age between24to40years.
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Opening For Sale Associate

Skywings Advisors Private Limited

Stock Broking Demat Mutual Funds Mutual Funds Sales Insurance Broking Equity Broking
Direct Responsibilities Acquire customers as per business plan Revenue Generation as per assigned Targets Acquire and upgrade knowledge on filling up KYC/new products/processes Update status of leads on Lead management system regularly Conduct sales promotion activities regularly Activation of clients Seek references from customers/prospects
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Relationship Manager

Skywings Advisors Private Limited

  • 3 - 6 yrs
  • 5.0 Lac/Yr
  • Chandigarh
Life Insurance Brokerage Insurance Broking Walk in
ResponsibilitiesTo Build strong relationship across the partner networkTo Grow the business by driving sales of ETLI products through partner sales teamTo Organize catch-up meetings with partners and their clients to introduce ETLI products in their portfolios.To Activate maximum number of mapped sub-brokers/RMs/Lead Generators on a monthly basisTo Achieve monthly / quarterly / annual business targetsTo Ensure smooth issuance of all cases from start to finish and maintain persistency of all issued policiesTo Prepare and send daily report on meetings and sales numbers to all stakeholdersTo Track the status of logged in policies in the central MISTo Update on the tasks assigned for driving focused business through the task MISTo Maintain and update the persistency data of the assigned casesTo Train partner RMs on ETLI products and processesExperience:2 6 years of relevant in Insurance Sales in Broking
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Sales Executive For Developmental Role

Kotak Mahindra Life Insurance Co. Ltd.

  • 0 - 1 yrs
  • Kolkata
Insurance Sales Insurance Marketing Insurance Broking Life Insurance
We are looking for dynamic and innovative life advisors in Life Insurance sector to join as sales executives in different parts of kolkata.
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Broca (broking Business) - Insurance Sales Executive

Rojgari Placements Pvt. Ltd

  • 1 - 5 yrs
  • Vadodara
Life Insurance Agent Insurance Agent Agent
Male Candidates OnlyInsurance Sales Experience RequiredBROCA EXPERIENCE PROFFEREDinterested candidate share updated cv on 7096777705
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Opening For Wealth Manager

Divine Financial Investment

  • 2 - 3 yrs
  • 6.0 Lac/Yr
  • Lucknow
Stock Broking Marketing Private Banking Mutual Funds Equity Sales Insurance Sales Mutual Funds Sales Personal Loans Banking Sales
As the company works on advisory model, the Wealth Manager will be responsible for the promotion, development and handling of client relationships related to financial planning and wealth management.The capacity utilization of a WM will be as follow1. Marketing activities including moving into the market 60%2. Handling of portfolio including doing technical analysis- 30%3. Tax planning 10%
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