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Insurance Job Vacancies in Surat

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  • 1 - 3 yrs
  • 6.0 Lac/Yr
  • Surat
Customer Relationship Customer Service Customer Handling Mutual Funds Sales Mutual Funds Insurance
We are looking for a Customer Relationship Manager to join our team in Surat. In this role, you will be responsible for building and maintaining strong relationships with our customers. Your experience in customer service and relationship management will be crucial to our success.**Key Responsibilities:**- **Manage Customer Accounts:** Maintain detailed knowledge of customer needs and preferences to ensure that we meet their expectations and build loyalty.- **Respond to Inquiries:** Address customer questions and concerns promptly, providing clear and helpful solutions to enhance their experience.- **Develop Strategies:** Create and implement strategies to improve customer satisfaction and engagement, ensuring that our services meet their evolving needs.- **Monitor Feedback:** Collect and analyze customer feedback regularly to identify areas for improvement and to gauge customer satisfaction levels.- **Collaboration with Teams:** Work closely with sales, marketing, and product teams to ensure a seamless experience for customers and to communicate their needs effectively.**Required Skills and Expectations:**The ideal candidate should have a Bachelors degree in Business Administration or Commerce. You should possess strong communication and interpersonal skills, enabling you to build rapport with clients effectively. A minimum of 1 to 3 years of experience in customer relationship management or a related field is expected. You should be proficient in using CRM software and comfortable analyzing customer data. Additionally, a problem-solving attitude and the ability to work independently are essential for success in this role.
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  • 0 - 1 yrs
  • 2.5 Lac/Yr
  • Surat
Good Communication Skills Team Work Sales Equity Sales Mutual Funds Sales Insurance Sales
Responsibilities1. Managing existing clients & Inactive clients .2. You need to keep yourself updated about the latest trends of mutual fund & Insurance market to be able to uplift your expertise and to be able to help KA Group magnify profits.3. Support clients in dealing with Mutual fund software.4. Collection of necessary documents from clients.5. Calling clients and ensuring product sale as well as delivery to client.6. We are looking for a competitive Sales Representative to help us expand our business by actively seeking and acquiring new clients.7. New Client Acquisition and Revenue Generation through Sale of All Insurance, MF, PMS, Equity Market Etc to HNI Clients.Skills Required:1. Excellent communication2. Familiar with Mutual fund & Insurance procedures3. Knowledge of Indian Mutual Fund & Insurance industry4. Interacting in a friendly and professional manner with customers.5. Have basic knowledge of general insurance policies6. Ability to work with computers and understand7. Goal and target oriented8. Excellent skills in communication and presentation9. Experience in delivering client-focused solutions and in creating long-lasting relationships
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  • 1 - 7 yrs
  • 12.0 Lac/Yr
  • Surat
General Insurance Bancassurance Banca Banking Insurance Life Insurance General Insurance Sales Agency Sales Insurance Sales Motor Insurance Insurance Sales
We are looking for a motivated Insurance Sales Manager to lead our sales team in Surat, India. This role is ideal for someone with 1 to 7 years of experience in sales and a passion for the insurance industry.The Insurance Sales Manager will oversee a team of sales representatives, develop sales strategies, and drive growth by building strong relationships with clients. You will be responsible for achieving sales targets and ensuring excellent customer service.Key Responsibilities:- Team Leadership: Lead and motivate a team of sales agents to achieve sales goals. Provide guidance, training, and support to help them excel in their roles.- Sales Strategy Development: Create effective sales strategies to capture new business and expand existing customer relationships. Analyze market trends to identify opportunities for growth.- Client Relations: Build and maintain strong relationships with clients and stakeholders. Address their needs and concerns promptly to enhance customer satisfaction.- Performance Monitoring: Regularly evaluate team performance against sales goals. Use data and feedback to adjust strategies and improve results.- Reporting: Prepare regular reports on sales performance and team activities. Present insights and recommendations to upper management for strategic decision-making.Required Skills and Expectations:Candidates should have a graduate degree and a minimum of 1 year of relevant experience in sales, preferably in the insurance sector. Strong leadership, communication, and interpersonal skills are essential. The ideal candidate should be results-driven, with a solid understanding of sales techniques and a passion for helping others succeed. Proficiency in analytical and problem-solving skills is also important, along with the ability to work effectively in a fast-paced environment.
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  • 0 - 6 yrs
  • 8.0 Lac/Yr
  • Surat
Direct Marketing Corporate Sales Lead Generation Sales Administration Medical Devices Medical Equipment B2B Sales Sales Ability Cold Calling Sales Business Development Sales Convincing Power Negotiation Skills Direct Sales Sales Consulting Field Sales Inside Sales Insurance Sales Marketing Consultant Channel Sales Marketing Communication Retail Sales
We are seeking a dynamic Sales Executive to join our team in Surat, India. The ideal candidate should be a graduate with 0-6 years of experience in sales. As a Sales Executive, your key responsibilities will include identifying potential customers, pitching products or services, closing sales deals, and maintaining good client relationships. Strong communication and negotiation skills are essential for this role. The successful candidate should be driven, goal-oriented, and have a proven track record in meeting sales targets. If you have a passion for sales and a knack for building relationships, we want to hear from you. Join us and take your sales career to new heights.
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  • Fresher
  • 1.5 Lac/Yr
  • Udhana Surat
Good Communication Skills Personality Development Bike Rider Gujarati Corporate Sales Marketing Communication Insurance Sales
As a Sales Executive, you will be responsible for acquiring new customers and maintaining relationships with existing ones. Your key responsibilities will include identifying potential clients, making sales calls, and meeting sales targets. You will also be required to provide product information, negotiate deals, and handle customer inquiries. To excel in this role, you must have excellent communication skills, a strong sales acumen, and the ability to work well under pressure. A 12th pass qualification is required for this position, and freshers are welcome to apply. The job is full-time and based in Udhana, Surat, with the requirement to work from the office. If you are a motivated individual who enjoys building client relationships and meeting sales goals, this role is perfect for you.
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Business Development Executive [BFSI]

Sunshine Manpower Solution And Services

  • 1 - 3 yrs
  • 3.5 Lac/Yr
  • Surat
Loan Operations Mutual Funds Sales Insurance Sales Wealth Management Financial Inclusion Project Finance Good Communication Skills Negotiation Skills
Job Title: Business Development Executive (BFSI)Location: Surat, GujaratExperience : 13 years of experience in BFSI sales preferred .Key Responsibilities:Identify, acquire, and manage clients for financial products such as:Loans (Personal, Home, Business, etc.)Mutual Funds & SIPsInsurance (Life, Health, General)Retirement Planning solutionsWealth Management servicesBuild and maintain strong client relationships through regular follow-ups and financial advisory.Understand customer financial needs and provide appropriate product solutions.Achieve monthly/quarterly business targets as per company goals.Conduct financial planning discussions and guide clients with suitable investment options.Stay updated with market trends, regulatory changes, and BFSI industry developments.Maintain proper documentation and ensure compliance with company and regulatory guidelines.Qualifications & Skills:Graduate / Postgraduate in Finance, Commerce, Business, or related field.Good knowledge of financial products, investment planning, and wealth management.
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Bancassurance Manager

Axis Max life insurance

Sales Bancassurance Direct Channel Agency Channel Insurance Casa Sales Executive Loan Sales Executive Cross Selling Insurance Sales
ResponsibilitiesDevelop and implement strategic sales plans to achieve company objectives.Manage and nurture relationships with key distribution partners and channels.Identify new channel opportunities and drive the growth of existing channels.Collaborate with internal teams to provide effective support to channel partners.
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Sales Development Manager

BePlus Talent Solutions

Life Insurance Field Sales Sales Banking Marketing Agency Channel Direct Sales Bancassurance Insurance Sales
Axis Max Life *Hiring for Associate Agency Development Manager (AADM)* *CTC: Upto 4.0 Lakh + Incentives + World Class Training (3 STAR Properties)* Pay Roll: On Roll AGE 24 to 38 Criteria Graduate. with min 1.5 Years in any field/direct Sales. At least 6 months tenure in the current Organization Drawing Incentive of not less than 25k/Annum or 2K Per Month with valid Proofs. *Job Description* Recruiting New Financial Advisor & Agency Associate Partner. Making new license for the company. Providing product knowledge regarding life insurance Responsible for training to Financial Advisor. Train, motivate & mentor the sales team. To ensure the fulfillment of budgetary expectations of the organization. *Eligibility: Any Graduate can apply for this position. A person with sales experience is must.* *Should have own vehicle and DL*
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  • 0 - 6 yrs
  • 12.0 Lac/Yr
  • Surat
Finance Advisor Sales Insurance Insurance Sales Insurance Marketing
Are you ready to take charge of your future and build a career that gives you freedom, income, and respect?We are looking for passionate, ambitious, and self-driven individuals to join us as Life Insurance Advisors. Why This Opportunity Is SpecialUnlimited Income Potential Earn 1 Lakh+ per month and more with consistency.Be Your Own Boss Work on your terms, set your goals, and build your career your way.Global Recognition & Travel Opportunity to qualify for international conventions and trips.Prestige & Respect Help families secure their future while creating your own legacy.Training & Mentorship World-class support, skill development, and guidance from top industry leaders. Your Role:Build meaningful relationships with clients and understand their financial needs.Provide customized insurance and financial planning solutions.Educate families about the importance of protection, wealth creation, and legacy building.Consistently grow your network and client base.Represent one of the most respected brands in the Life Insurance industry. Who Can Apply?Ambitious professionals looking for career freedom & growth.Salaried individuals who want to earn extra income or switch to entrepreneurship.Business owners & self-employed individuals who wish to add another strong income stream.Fresh graduates or homemakers who want to build a career with pride & independence. Desired Qualities:Passion to achieve big goals in life.Strong communication & relationship-building skills.Entrepreneurial mindset with hunger for growth.Willingness to learn, adapt, and succeed. Perks & Rewards: International Travel Opportunities Lucrative Incentives & Bonuses Growth to Senior Leadership Roles Recognition, Awards & Prestigious Industry Titles Complete Freedom of Time & Income This is not just a job, its a life-changing career path!If you dream of financial freedom, global exposure, and a lifestyle of respect and recognition this is your chance. Apply now and start your journey towards becoming a successful Life Insurance Advisor!
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  • 1 - 2 yrs
  • 5.0 Lac/Yr
  • Surat
General Insurance Life Insurance
Sales product
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Life Insurance Advisor

Axis Max Life Insurance

  • 2 - 5 yrs
  • Surat
Communication References Life Insurance Insurance Sales
Should have good contacts and references
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  • 1 - 6 yrs
  • 3.3 Lac/Yr
  • Mahuvar Surat
Banca Bancassurance Sales Life Insurance
Key Responsibilities:Build and manage strong relationships with branch managers and staff.Drive insurance sales through assigned bank branches.Conduct product training, lead generation, and joint calls with bank staff.Ensure achievement of monthly and quarterly business targets.Handle customer queries and ensure timely post-sale service.Maintain MIS and reports on daily sales activity and performance.
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Field Sale Executive

People Facilities LLP

Lead Generation Life Insurance Sales Insurance Sales Agency Channel Direct Sales Corporate Sales Retail Sales
Preferred Insurance and BFSI Candidates only
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Insurance Sales Insurance Marketing Life Insurance Insurance Financial Planning Skills Customer Service
Insurance Advisor In India's No.1 Insurance Company
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Agency Channel Field Marketing Field Sales Insurance Sales Sales
JOB SUMMARY: Responsible for Agent Recruitment Agent Development Meeting Business goalsKEY RESPONSIBILITIES:Develop various sources of agent hiring and build a team of Agents* Ensure product knowledge by Max Life Insurance ways of training* Field demonstration (FODs)* Work closely with Agents on planning and reviewing of activities and goals* Achievement of monthly, quarterly & yearly business plans* Ensure Company's product mix sales ration and adhere to the business norms* Hold periodical customer meet to understand customers' pulse and product needs* Ensure customer queries are responded to satisfactorily as per Max Life Insurance standardEligibility Criteria: Any Graduate / Post graduate with good experience in salesOTHER RESPONSIBILITIES: HO co-ordination Sales promotion activities Assist in overall running of the G.O Salary- 2.5 to 4.5 lacs Experience- 1 -2 years in SalesMINIMUM EDUCATION: Graduate preferably
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Agency Sales Bancassurance Insurance Sales
Insurance sales .
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Sales Development Manager

Hirva HR Solutions

  • 1 - 6 yrs
  • 3.5 Lac/Yr
  • Surat
Business Development Cold Calling Cross Selling B2c Sales Team Building Life Insurance Sales Nbfc Branch Sales Inside Sales Casa Sales Executive Loan Sales Executive
Recruiting Team members Manage sales goal achievement through team Training and developing Team on commission basis Promote & motivate Team Handling the advisers to work Negotiate/close LeadsFor more information call or Share your CV on WhatsApp : 7383081652 HR Meet
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Insurance Advisor

Bajaj Allianz Life Insurance Company

Positive Attitude Life Insurance Team Building Team Motivation Insurance Good Communication Sales
Dear candidate, Currently we are hiring for insurance sales executive/Retail partner Job role - Sales+ Recruitment ( Team development and activation )Job location - Work from home/office Salary - As per industry standards ( Fixed+ variable) PF+ GR+ Medical benefits+ others.Note - Training will be of one week , during the training you'll get to know about your job role and responsibilities with practical task ( Job role will be also explained in interview if you'll be shortlisted for the final round interview)*IRDAI exam fee 567 charged by IRDAI* Selection process - Resume shortlisting+ interview + training + will check your performance + get offer letter Job brief - As a retail partner (team leader) should be professional incharge of guiding , leading and monitoring entire group . They are responsible for motivating their teammates as well as inspiring positive communication within them so that's they can work together towards achieving goals.
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Outbound Calling Lead Generation Marketing Communication Insurance Sales Cold Calling Work From Home Outbound Sales Convincing Power Call Quality
Votiko Solutions Private Limited - Igniting Careers, Connecting Talent NationwideType: BPO International Call CenterPosition: Call Center ExecutivesEmpower Your Professional Odyssey! Work From Home - Seizing Opportunities Across IndiaAbout Us: Embark on a transformative experience with Votiko Solutions, a pioneer in the BPO industry celebrated as the best call center. Beyond delivering exceptional customer engagement, we are dedicated to nurturing individual growth. Join our dynamic team, where your skills are not just recognized but celebrated, and your journey towards success becomes our shared narrative.Job Overview: As a Call Center Executive, you play a pivotal role in delivering unparalleled service. From the comfort of your home, engage in telemarketing, manage diverse inbound and outbound calls, and provide stellar customer support. Votiko provides an inclusive environment where your career aspirations find boundless opportunities to flourish.Job Responsibilities:1. Conduct telemarketing activities - lead generation, appointment setting, surveys, and verification.2. Manage inbound and outbound calls for B2B and B2C clients.3. Provide exceptional customer support through calls, emails, and live chat.4. Independently strive to surpass performance targets.Requirements:1. Minimum 3 years of experience in an international call center environment.2. Proficiency in English with exceptional communication skills.3. Age limit below 40 years.4. Proven track record in telemarketing and customer support.5. Essential: Laptop and broadband connection for remote work.Benefits: Competitive salary: 20,000 to 40,000, based on experience. Lucrative incentives tied to performance milestones. Flexibility to work from home.Are You Ready to Propel Your Career as a Call Center Executive in the Best Call Center? Seize the opportunity! Join Votiko Solutions and be a driving force for success in a dynamic work environment.Contact Us:
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Opening For Insurance Advisor

Max Life Insurance Companey

Life Insurance Financial Consultancy Marketing Good Communication Positive Attitude
Join Max Life Insurance: Turn Your Experience into a Rewarding Career!Are you a housewife with excellent people skills? A retired professional looking for a meaningful second innings? Or a financial enthusiast ready to make a difference? Max Life Insurance wants YOU!We're seeking dynamic individuals to join our team as Insurance Advisors:Ideal Candidates:Housewives with strong communication and networking abilitiesRetired professionals with a wealth of life experienceFinancial distributors passionate about helping others secure their futureWhat We Offer:Flexible working hours perfect for balancing work and personal lifeComprehensive training and supportAttractive commission structureOpportunity to build your own businessBe part of a respected, growing companyRequirements:Strong interpersonal skillsBasic computer literacyPassion for financial planning and helping othersNo prior insurance experience necessary we'll train you!Why Max Life?One of India's leading life insurance companiesExcellent growth opportunitiesSupportive work environmentMake a real impact on people's livesTurn your life skills into a fulfilling career. Join Max Life Insurance today and secure not just your future, but the futures of countless families across India.
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Opening For IMF Channel (Partner Vertical)

Skywings Advisors Private Limited

Sales Agency Channel APC ABP Tied Channel Life Insurance IMF Channel Alternate Channel Tied S2S Loyalty
Dear Candidate,We are hiring for a leading life insurance company.Key Responsibility:Exceed recruitment target on new agency leaders and agent enrollments.Enhance the quantity and quality of recruitment by developing successful leaders.Emphasis on quality recruitment by the Agency Leaders and Agency Associates through one-on-onesession.Create a mutual support platform for Financial Executives, Agency Associates, and Agents to enableeasier recruitment.Enhance AFYP & Number of cases by the unit.Focus on potential EC, MDRT, and CEO council agents throughout the entire unit.Focus on a number of R&R winners.Focus on the enablement and development of the teamEnsure agents, agency associates, agency associates' unit, and agency leader unit are in compliance withvarious IRDAguidelines.>Timely contract of agents and agency associates within regulatory guidelines> Monitoring IRDA guidelines impacting the AAP channel at a regional level.Track competition regularly at the regional level on various measures, such as new strategies, newcompensation modelsetc., with particular reference to the Financial Executives / AAP model developed by the competitors.Execute plans for the growth of the agency> Identify, interview, and select new leaders from the market and by networkingEnsure adherence to laid down sales and service standards for Financial Executives, Agency Associates, and Agent Advisors.> Conduct weekly performance review and planning (PRP) for the teamEnsure retention of the team by formulating their development plans, meeting their training needsneeds and communicating with them on a regular basis.> Handhold, develop, and supervise Financial Executives, Agency Associates, and Agents to meet the planand follow growth leadership practices.Measures of Success:Building a chain of successful leaders (Financial Executives)Recruitment (contracted agents) numbersAdd-on of AFYP & the number of cases in the team.> Add-on of a number of new agency associatesCase Rate & Case SizeAgent satisfaction survey> Accuracy and timeliness of informationCTC: Up to 5.0LPAExperience: Minimum 2 years of Life insurance experience is mandatoryTo apply, kindly call or WhatsApp on 9759214468 and email at nikita.koli@assuredjob.inRegardsNIKITA
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Branch Relationship Manager - Direct Channel

Skywings Advisors Private Limited

Life Insurance Direct Channel Customer Advisory Team CAT Sparc Team Management Direct Sales Direct Marketing
JOB SUMMARYIs responsible for managing, developing & supervising the team with a key focus on Service to salesthrough relationship management, sales productivity-per-executive, thereby achieving sales & servicetargets. Direct experience Experience: 7-8 Years in LI Should have 3-4 years of team handling experience Should have handled team size of 4-5 Should have closed target of 1.5 crores
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Relationship Executive - Bancassurance

Skywings Advisors Private Limited

Bancassurance Banca Channel Life Insurance Direct Channel Agency Channel Customer Relationship
Key Account abilities 1. Sales: Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companys product range, gain customer agreement to purchase, accurately complete sales documentation.2. Incentive programs: Cascade the incentive programs & ensure complete success in implementation of the same3. Sales completion process: Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document4. Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.5. Relationship Building: Build long term relationship with the bank staff & clients by responding appropriately to all bank/client queries either directly received or forwarded by the service company. 6. Customer Relationship Management: Arrange meetings of banks branch managers & staff with existing clients at least once a year, acknowledging birthdays & anniversaries to review their financial circumstances & life insurance needs as well as to obtain referrals to further prospects.7. After Sales Service: Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are serviced8. Performance review: Proactively ensure performance review by submitting various sales reports as per agreed frequencies in order to ensure performance targets are achieved & exceeded, ensure meetings with manager to agree on targets & to review performance. 9. Supporting colleagues & bank sales team: Support other Relationship Managers and the bank sales team requested by the sal es manager by coaching them in company knowledge, accompanying them on client visits.
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Insurance Sales Executive

Bajaj Allianz Life Insurance Company

Life Insurance Insurance Sales Agency Sales
Dear candidate, Currently we are hiring for insurance sales executive/Retail partner Job role - Sales+ Recruitment ( Team development and activation )Job location - Work from home/office Salary - As per industry standards ( Fixed+ variable) PF+ GR+ Medical benefits+ others.Note - Training will be of one week , during the training you'll get to know about your job role and responsibilities with practical task ( Job role will be also explained in interview if you'll be shortlisted for the final round interview)*IRDAI exam fee 567 charged by IRDAI* Selection process - Resume shortlisting+ interview + training + will check your performance + get offer letter Job brief - As a retail partner (team leader) should be professional incharge of guiding , leading and monitoring entire group . They are responsible for motivating their teammates as well as inspiring positive communication within them so that's they can work together towards achieving goals.
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Life Insurance Advisor

Life Insurance Company

Insurance Advisor Insurance Agent Work From Home
Urgently opening for Insurance Advisor.We are give you full support for workYou have to work from anywhereYou work full time as well as part timeUnlimited IncomeImage In SocietyCareer In Government Job
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Business Development Executive (BFSI) - Surat

Sunshine Manpower Solution And Services

  • 1 - 3 yrs
  • 3.5 Lac/Yr
  • Surat
Client Management Investment Planning Wealth Management Retirement Planning Insurance Sales Business Loan
Job Title: Business Development Executive (BFSI)Location: Surat ,GujaratExperience : 13 years of experience in BFSI sales preferred Key Responsibilities:Identify, acquire, and manage clients for financial products such as:Loans (Personal, Home, Business, etc.)Mutual Funds & SIPsInsurance (Life, Health, General)Retirement Planning solutionsWealth Management servicesBuild and maintain strong client relationships through regular follow-ups and financial advisory.Understand customer financial needs and provide appropriate product solutions.Achieve monthly/quarterly business targets as per company goals.Conduct financial planning discussions and guide clients with suitable investment options.Stay updated with market trends, regulatory changes, and BFSI industry developments.Maintain proper documentation and ensure compliance with company and regulatory guidelines.Qualifications & Skills:Graduate / Postgraduate in Finance, Commerce, Business, or related field.Good knowledge of financial products, investment planning, and wealthmanagement.
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