Insurance Job Vacancies in Rajasthan

As an Insurance Sales Executive in Alwar, your primary role is to promote and sell insurance products to clients. You will work in a team environment, engaging with customers to help them find the best insurance options for their needs. **Key Responsibilities:**- **Client Interaction:** Reach out to potential clients through phone calls, emails, and in-person meetings, providing information about different types of insurance products available.- **Product Knowledge:** Stay updated on various insurance products and their features, helping clients understand the benefits and coverage options.- **Needs Assessment:** Analyze the specific needs of clients and recommend insurance plans that best suit their requirements.- **Sales Presentation:** Create and deliver persuasive sales presentations to clients, highlighting the advantages of the insurance products.- **Paperwork Management:** Assist clients with the completion of necessary documentation and processes to finalize insurance purchases.- **Follow-Up:** Maintain regular contact with clients after sales to ensure satisfaction and address any questions or concerns.**Required Skills and Expectations:**Candidates should possess excellent communication skills, both written and verbal, to effectively engage with clients. A strong customer service orientation is essential for understanding client needs and providing tailored solutions. Basic knowledge of insurance products is beneficial but not mandatory, as training will be provided. A positive attitude and the ability to work in a team are crucial. Candidates should be comfortable in a fast-paced sales environment and be willing to learn and adapt to new challenges.

Role & Responsibility (Agency)* Candidate have to recruit agents team under them & they have to develop a business threw team members.* As per monthly report regarding candidates work & team work company will give them incentives other then salary.* Lead will not provided by company.* Candidate must have to build up his own team base on his network.

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

We are looking for 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

Join our team as an Insurance Sales Manager in Balotra Barmer. With 3-5 years of experience in insurance sales, you will be responsible for leading a team of sales agents, developing sales strategies, training and mentoring team members, and meeting sales targets. A graduate degree is required for this full-time position, which will be based in our office. Excellent communication skills, leadership abilities, and a strong understanding of the insurance industry are essential for success in this role. The ideal candidate will be motivated, results-oriented, and have a proven track record of driving successful sales initiatives. If you are looking for a challenging opportunity to grow your career in insurance sales management, we want to hear from you.

Key Responsibilities:1. Provide financial advice: Offer guidance and recommendations to clients on how to manage their finances, including budgeting, investing, and saving for retirement.2. Conduct financial assessments: Evaluate clients' financial situations by reviewing their assets, liabilities, income, expenses, and financial goals.3. Develop financial plans: Create personalized financial plans for clients based on their goals, risk tolerance, and time horizon.4. Monitor investments: Keep track of clients' investment portfolios and make recommendations for adjustments based on market conditions and changes in financial goals.5. Educate clients: Help clients understand complex financial concepts and strategies in simple terms to make informed decisions about their money.Required Skills and Expectations:1. Strong communication skills: Ability to effectively communicate and build rapport with clients to understand their financial needs and goals.2. Analytical skills: Proficiency in analyzing financial data and trends to make informed recommendations for clients.3. Attention to detail: Ability to carefully review and assess clients' financial information to create accurate and comprehensive financial plans.4. Knowledge of financial markets: Understanding of investment products, market trends, and financial planning principles.5. Ethical behavior: Commitment to acting in clients' best interests and following ethical standards in providing financial advice.

Min 1 Year experience in Life insurance Banca channel

Front Line Manager (Agency Channel) JaipurJob Description:We are looking for a Front Line Manager (FLM) to drive Agency Channel business in Jaipur. The role involves achieving sales & revenue targets through advisor activation, customer acquisition, and retention. The candidate will collaborate with Branch Operations to generate leads, build strong customer relationships, and ensure compliance with company guidelines.You will be responsible for revenue growth, product mix management, and persistency improvement, along with developing new initiatives from the existing customer base and untapped markets.Key Responsibilities:Drive sales through recruitment & activation of advisors.Collaborate with branch team for lead generation & business growth.Ensure customer satisfaction, renewals & up-selling.Track competition and maintain compliance standards.Maintain sales call reports and follow up on leads regularly.Requirements:Graduate / Postgraduate with 1-6 years of sales experience (Insurance/BFSI preferred).Strong communication & team-handling skills.Target-driven, energetic, and customer-focused.Location: Jaipur- Shriram life SG Tower, 2nd floor Joshi Ji Ka Bagh, Tonk Road, Above Patanjali Showroom Jaipur-302015CTC: As per industry standards + Attractive Incentives Contact no - 9828044474Email - Utkarsh.chaudhry@shriramlife.com

Company: Life InsuranceChannel: APC Channel (Partner Vertical)CTC: up to 6.50LPANeed min 1 yr experience in a Life Insurance Company in the agency ChannelTo call 9759214468 and mail to nikita.koli@assuredjob.in

Field sales in Current and SAVINGS ACCOUNT of the Bank, Call: 8005926897

NAVNEET MOTORS MADRI INDUSTRIAL AREYA UDAPUR

Hiring for 100 KYC Executive Jobs in Patna, Kolkata, Lucknow, Kanpur, Jaipur, Jaisalmer, Ludhiana, Agra, Meerut, Aurangabad, Jhansi, Ranchi, Dhanbad, Aligarh, Indore, Raipur, Chhattisgarh, Dehradun, Nasik - Pune Road, Nashik, for Freshers,Required Educational Qualification is : Higher Secondary, Secondary School, B.A with Good knowledge in Good Communication Skills, Domestic BPO, BPO Voice, BPO Sales, Hindi BPO, Sales Call, Call Center, Smart Card, Credit Card Reconciliation, Credit Card Domain, Insurance Verification etc.KYC Executive jobs are prevalent across India, with numerous openings in banking, financial services, and related sectors for roles involving customer due diligence, identity verification, and compliance.

Drive cross sales and new sales from the assigned team ofAdvisors Drive Input behaviors with the assigned team of Advisors. Meeting the sales plan numbers consistently and achievethe sales standards. Maintain and improve the Sales Quality Standards bymaintaining the Persistency standards. Training and Development of the team of advisors for newproduct launches / revision in the existing policies. Drive advisor attendance in Trainings and GO-meets.

We have vacant of 10 Insurance Advisor Jobs in Jaipur, for Freshers Educational Qualification : Higher Secondary, Secondary School, B.A Skill Direct Sales, Positive Attitude, General Insurance, Insurance Sales, Life Insurance, Health Insurance, Financial Consultancy etc.

We are looking for a dedicated and customer-oriented Customer Relationship Executive to join our insurance team. The ideal candidate will be responsible for managing relationships with policyholders, resolving customer concerns, and ensuring a smooth and positive experience throughout the policy lifecycle. This role requires excellent communication skills, attention to detail, and a service-focused mindset.

We need a CA,CS or CS LLB to fulfill our compliance. We have 5-6 companies.multiple tasking

Location: Lotus Motors Tata Small Commercial Vehicle Dealership, Bhilwara, RajasthanAbout Lotus Motors:Lotus Motors is a trusted Tata Small Commercial Vehicle dealership located in Bhilwara, Rajasthan. Known for reliability, customer satisfaction, and operational excellence, we offer a wide range of Tata SCVs tailored to meet the transport needs of our clients. As part of our continued growth, we are looking for a skilled Senior Accountant to join our team and contribute to our financial and business success.Position Summary:We are seeking a detail-oriented and experienced Senior Accountant to oversee daily accounting functions, ensure compliance with tax regulations, and support strategic financial planning.Key Responsibilities:Manage day-to-day accounting operations (AP, AR, payroll, bank reconciliations).Prepare financial statements and reports (monthly, quarterly, annually).Handle GST, TDS, and income tax compliance and filings.Maintain accurate financial records and systems (Tally, ERP).Assist in budgeting, forecasting, and cash flow management.Collaborate across departments to streamline financial operations.Ensure internal controls and manage audit processes.Qualifications:B.Com or Finance degree; CA Inter or CMA preferred.57 years of accounting experience, with 23 years in a senior role.Knowledge of GST, TDS, and dealership accounting is a plus.Proficient in Tally, ERP systems, and MS Excel.Strong analytical, communication, and organizational skills.Preference:Candidates from Bhilwara or nearby areas will be preferred.How to Apply:Send your CV and cover letter to lotushr.blw@gmail.comSubject: Senior Accountant Application Lotus MotorsJoin Us Drive Your Career Forward!

Key Responsibilities:Develop and nurture strong relationships with bank branch managers, relationship managers, and other key stakeholders.Collaborate with the bank to identify cross-selling opportunities for insurance products.Create and execute strategies to grow the banca channel business and expand market penetration.Achieve sales targets and ensure continuous revenue growth through the banca channel.Conduct regular training and product knowledge sessions for bank staff to ensure effective product promotion.Monitor and analyze sales performance, adjusting strategies to meet business goals.Manage key accounts and provide personalized service to bank clients looking to purchase insurance products.Act as the primary point of contact for high-net-worth customers (if applicable).Ensure that all customer queries and issues are handled in a timely and efficient manner.

Key Responsibilities:Develop and maintain strong working relationships with bank branch staff.Drive insurance sales through the assigned bank branches.Identify cross-selling and upselling opportunities with bank customers.Conduct regular training sessions and joint sales calls with bank employees.Ensure compliance with internal and regulatory guidelines.Monitor and achieve sales targets as per the business plan.Resolve partner and customer queries in a timely manner.Report daily/weekly/monthly sales performance to the management.Work closely with internal teams for policy issuance, claims, and service support.

Key Responsibilities:Build strong relationships with branch managers and banking staff of partner banks.Drive life insurance sales through the banca channel by motivating and training bank staff.Conduct regular meetings, presentations, and joint calls with bank employees.Achieve monthly and annual sales targets for life insurance products.Provide after-sales service and ensure high customer satisfaction.Ensure compliance with regulatory and organizational guidelines.Generate leads through bank walk-ins and convert them into successful closures.Coordinate with internal underwriting, operations, and support teams for policy issuance and customer service.

Key Responsibilities/ Key Deliverables:Agent Recruitment Develop various sources of agent hiring & build a team of agent & agent pipe line. Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Implementation of MNYL GOLD process and adhere to the business norms Follow agent 9 pointer hiring mechanism & other hiring norms Agent Development Ensure product knowledge by MNYL ways of training Field demonstration (FODs) Development of agent prospecting habits, calling habits and

Contact :- 6352448697* Candidate have to recruit agents team under them & they have to develop a business threw team members.* As per monthly report regarding candidates work & team work company will give them incentives other then salary.* Lead will not provided by co0mpany.* Candidate must have to build up his own team base on his network.

Job Title: Insurance Team Leader [ Trainer]Location: Udaipur, RajasthanExperience: 2-3 years in the Insurance domain, with a focus on Motor, Life and health insurance.Key Responsibilities:Develop, plan, and deliver training sessions on Motor, Life, and Health Insurance products and processes.Create training materials such as manuals, presentations, and quizzes to support learning objectives.Conduct assessments and provide feedback to trainees on their progress and development.Evaluate the effectiveness of training programs and suggest improvements as needed.Stay updated with the latest industry trends, regulations, and products to ensure training content is current and relevant.Collaborate with department heads to identify training needs and design customized programs.Provide one-on-one coaching and mentoring to employees as required.Maintain records of training activities and employee performance.Ensure all training sessions meet company standards and align with business objectives.Required Skills:Experience in training, coaching, or mentoring teams in the insurance industry.Strong understanding of insurance products, processes, and regulatory frameworks.Ability to explain complex concepts in a simple and engaging manner.

Job Title: Claims Manager (Insurance)Location: UdaipurExperience: 2-5 years of experience in Claims Management within the Insurance domain(General and Life).Job Summary:We are seeking a highly skilled and experienced Claims Manager with a strong backgroundin the insurance domain covering General Insurance and Life Insurance. The ideal candidatewill be responsible for managing end-to-end claims processes, ensuring efficient, fair, andtimely settlement of claims in compliance with regulatory guidelines and company policies.The role requires strong analytical skills, attention to detail, and the ability to lead a team.delivering exceptional customer service while minimizing fraud and operational risks.Key Skills & Competencies:In-depth knowledge of claims processes across General and Life Insurance domains.Strong understanding of IRDAI regulations, policy terms, and underwriting principles.Proficiency in claims assessment, investigation, and negotiation.Excellent analytical, problem-solving, and decision-making abilities.Strong leadership, communication, and interpersonal skills.Ability to handle high volumes of claims while maintaining accuracy and quality.Proficiency in MS Office and insurance claims management systems.Educational Qualifications:Graduate/Postgraduate in Insurance, Finance, Commerce, or Management.Proven track record in claims settlement, fraud control, and process optimization.Experience in team management and handling high-value claims will be an advantage.Key Performance Indicators (KPIs):Average claim settlement turnaround time (TAT).Customer satisfaction score (CSAT).Accuracy and compliance rate in claims processing.Reduction in claim leakage and fraudulent claims.