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Financial Services / Banking, Investments / Insurance / Stock Market / Loan Jobs

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  • Fresher
  • Female
  • Durgapur
Communication Finance
Job Role: Financial AdvisorKey Responsibilities:Advise clients on financial planning, investments, and insurance products.Understand client requirements and recommend suitable financial plans (like Mutual Funds, SIPs, Health/Life Insurance, etc.).Build and maintain strong, long-term relationships with clients.Meet monthly business and revenue targets.Requirements:Minimum Education: 12th Pass or Graduate.Excellent communication and convincing skills.Basic knowledge of financial products and the market.
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Face-to-Face For Insurance Manager Jobs (Freshers)

IndusInd Nippon Life Insurance Co Ltd

  • 0 - 2 yrs
  • 7.0 Lac/Yr
  • Female
  • Rourkela
Bancassurance Agency Sales Insurance Sales Insurance Marketing Marketing Field Sales Sales
We are looking for a dedicated Insurance Officer to join our team in Rourkela. This full-time position is ideal for fresh graduates and candidates with up to two years of experience. The role will involve assisting clients in understanding and purchasing insurance policies.As an Insurance Officer, your key responsibilities will include:- **Client Interaction**: Engage with clients to provide information about various insurance products. You will help them understand the policies and choose the best options to meet their needs.- **Policy Administration**: Process insurance applications accurately and timely. You will be responsible for maintaining records and ensuring all documentation is complete.- **Claims Support**: Assist clients in filing claims and guide them through the process. This involves collecting necessary information and following up with the claims department.- **Market Research**: Stay updated on new insurance products and industry trends. This will help you provide relevant information and suggest improvements in service delivery.To succeed in this role, candidates should have excellent communication skills and a strong customer service orientation. Attention to detail is crucial, as accuracy in documentation and processing is a key part of the job. A good understanding of basic insurance concepts will be beneficial. You should be a quick learner with the ability to work effectively in a team-oriented environment, contributing positively to the overall success of the company.
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  • 1 - 3 yrs
  • Korba
Direct Marketing Life Insurance Insurance Sales Health Insurance Financial Consultancy
Position OverviewWe are looking for empathetic, detail-oriented individuals to join our team as Life and Health Insurance Agents. In this role, your primary focus will be helping clients protect their income, manage healthcare costs, and secure their family's long-term financial future.This is a performance-driven, full-commission role offering unlimited earning potential, total schedule flexibility, and the rewarding opportunity to provide vital financial safety nets to your community. We welcome both seasoned professionals and career changers, providing full support to help you build a sustainable business.Key ResponsibilitiesNeeds Analysis: Conduct comprehensive reviews of clients
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Fresher hiring for Insurance Advisor

Satvam Consulting Private Limited

  • 0 - 15 yrs
  • Mumbai
Sales Coordinator Marketing Coordinator Insurance Agent Insurance Advisor Insurance Coordinator
Insurance Advisor Mumbai Company: Leading Private Sector Life Insurance Company
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Get Personalized Job Matches

Based on your experience, skills, interests, and career goals to help you find the most relevant opportunities faster. Register Now!
  • 0 - 2 yrs
  • 4.5 Lac/Yr
  • Kolkata
Team Building Team Coordinator Team Leader Financial Consultancy
Job Role - Financial Research Associate Company - ICICI PRUDENTIAL LIFE INSURANCE Experience - Freshers & Experience both can Apply Skills - Team coordinator, Team Leading, Financial Planning, Financial Services Salary - Annual CTC upto 4.5 Lakhs.. Attractive Incentives + PF & Gratuity
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  • Fresher
  • 3.3 Lac/Yr
  • Lucknow
Computer Knowledge Strategic Communication Private Banking Bank Accounting Branch Banking
HDFC Bank Careers - Looking for a career in banking? HDFC Bank offers excellent private bank job opportunities in India.2 Lakh+ Employees56000+ women employees. Several all-women branchesComprehensive benefits - parental leave, medical care, post-retirement supportBest-in-class training, development & opportunities for career growthAverage age: 32 years
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Financial Analyst Required For Canada

World Overseas services LLP

  • 3 - 9 yrs
  • 45.0 Lac/Yr
  • Canada
Financial Analyst Client Financial Analyst Senior Financial Analyst Financial Business Analyst Financial Planning Analyst Financial Research Analyst
Role & responsibilitiesAnalyze financial data and provide forecasting supportOrganize data into accessible reports and perform various types of analysis using key metrics such as yearly growth, return on assets, return on equity and earnings per shareReview all non-legal pertinent information about prospective dealsOversee financial functions, such as assessing, auditing, planning, budgeting, taxes, consolidation, cost control and project control
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  • 0 - 3 yrs
  • Noida Sector 4
Mortgage Loans Sales Process Banking Client Relationship Management
As a Loan Advisor, you will assist clients in understanding and securing various loan products. Your role is crucial in helping individuals and businesses find the right financial solutions to meet their needs. Key Responsibilities:- **Client Consultation**: Engage with clients to understand their financial needs and provide tailored loan options that suit their situations.- **Loan Product Knowledge**: Stay informed about different loan products, including personal, home, and business loans, to effectively guide clients in their decisions.- **Loan Application Assistance**: Help clients fill out loan applications accurately, ensuring they understand required documentation and the application process.- **Research and Analysis**: Analyze market trends and lending policies to recommend the best options available for clients.- **Follow-Up Communication**: Maintain consistent communication with clients throughout the loan process to keep them informed and address any questions or concerns.Required Skills and Expectations:- A high school diploma is required, and any additional financial or sales training is a plus.- Strong communication skills are essential for explaining complex loan details in a simple manner.- Good analytical skills to assess clients financial situations and provide appropriate advice.- Ability to work collaboratively in a team environment while also being self-motivated.- A positive attitude and customer-focused mindset, with a willingness to learn and grow in the role. You should be ready to work full time from our office in Sector 4. Experience is not mandatory, but enthusiasm and eagerness to learn are essential.
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Urgent Requirement For Collection Executive Fresher

Ashpa Global Services Private Limited

  • 0 - 2 yrs
  • 3.5 Lac/Yr
  • Chandrapur
Cash Collection Convincing Power
o Directly Contact Delinquent Customers At Their Homes Or Businesses To Discuss Their Overdue Payments And Initiate Collection Efforts.o Analyze Customer Financial Situations To Understand Their Ability To Repay And Identify Potential Collection Strategies. o Negotiate Repayment Plans With Customers, Including Instalment Agreements, To Facilitate Debt Recovery While Maintaining Positive Customer Relationships.o Collect Payments From Customers In Person, Ensuring Proper Documentation And Recording Of Transactions.o Adhere To All Local And National Debt Collection Laws And Regulations During Interactions With Customers.o Regularly Update Management On Collection Progress, Including Outstanding Debt Amounts, Recovery Rates, And Customer Interactions.o Accurately Documenting All Interactions With Debtors, Including Payment Promises, Agreed-Upon Terms, And Any Relevant Details In The Crm System (Feedback & Trail Upload). o Travel To Different Locations To Meet With Customers, Including Their Homes And Workplaces. o Handle Escalated Customer Issues And Refer Complex Cases To The Appropriate Department When Necessary.
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Loan Executive (Freshers) Kolkata

Manappuram Finance Limited

  • 0 - 2 yrs
  • Kolkata
Good Communication Skills Basic Computer Knowledge Junior Assistant
Junior Loan Assistant Required for -Gold Loan Disbursement, Gold Loan Services,gold Loan Customer Service, Gold Loan Sales, Gold Loan Marketing, Gold Loan Product, Good Loan Banking Services, Computer Work,gold Loan Settlement, Gold Loan Appraiser
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Opening For Estimation Engineer

Edens Staffing Services

  • 1 - 7 yrs
  • 6.0 Lac/Yr
  • Mumbai
Estimation Costing Reserve Estimation Quotations Billing
Candidate should have fire related education and should be able to provide billing and costing in a large fire commercial projects and should have good vendor connect to get the max benefits on costing to maximise profits
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  • 0 - 6 yrs
  • 6.0 Lac/Yr
  • Nepal
Marketing IR - Investor Relations
As an Agency Partner, you will play a crucial role in connecting with clients and driving business growth. This position is suited for individuals looking for flexible, part-time work that can be done from home.**Key Responsibilities:**- **Client Engagement:** Establish and maintain strong relationships with clients to understand their needs and provide appropriate solutions.- **Lead Generation:** Identify potential clients through networking, research, and outreach to expand the client base.- **Sales Support:** Assist clients throughout the sales process, answering questions and providing guidance to ensure customer satisfaction.- **Market Research:** Stay informed about industry trends and competitors to effectively promote services and identify opportunities for growth.- **Performance Tracking:** Monitor and report on sales activities and outcomes to assess progress and strategize for improvement.**Required Skills and Expectations:**Candidates should possess strong communication skills and be comfortable interacting with clients. A proactive attitude and the ability to work independently are essential. Familiarity with digital tools and social media is a plus, as these resources will help in lead generation and client engagement. Candidates should have a minimum of a 12th-grade education and can have varying levels of experience, making this role suitable for both freshers and those with a few years in sales or customer service. A dedication to achieving targets and a willingness to learn will contribute to success in this role.
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  • 0 - 2 yrs
  • 3.8 Lac/Yr
  • Kolkata
Channel Development Team Building Retail Branch Banking Branch Administration Team Handling Team Coordinator B2B Sales b2c Marketing Revenue Generation Team Management Skills Overseas Marketing Sales
Handling day-to-day customer service at the branch.Opening savings/current accounts and completing KYC documentation.Assisting customers with deposits, withdrawals, fund transfers, and other banking transactions.Promoting banking products such as savings accounts, fixed deposits, loans, insurance, and other services.Achieving sales and business targets assigned by the branch.Resolving customer queries and complaints.Ensuring compliance with banking regulations and internal policies.Supporting branch operations and administrative activities.Common skills required:Good communication and customer-handling skills.Basic knowledge of banking products and processes.Computer proficiency.Sales and relationship-building ability.
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  • Fresher
  • 1.3 Lac/Yr
  • Female
  • Agra
Cash Collection Convincing Power Collections Recovery BPO Operations Strategic Communication
We are seeking a motivated and dedicated Collection Executive to join our team in Agra. This is an excellent opportunity for fresh graduates who are eager to begin their career in finance and customer service.As a Collection Executive, your primary responsibility will be to follow up on outstanding payments from customers. You will need to communicate effectively and professionally to ensure that debts are settled in a timely manner. This includes contacting clients via phone and email, and maintaining accurate records of all interactions and transactions. You will also need to identify potential payment issues and work with clients to negotiate payment plans if necessary. Additionally, you will be expected to build and maintain positive relationships with customers to encourage timely payments. Your role will involve collaborating with other team members to meet monthly collection targets and providing reports on collection activities to management. To succeed in this position, you should have strong communication skills, be detail-oriented, and possess good problem-solving abilities. You should enjoy working with numbers and have a basic understanding of financial concepts. A high level of professionalism and the ability to handle sensitive information discreetly is essential.
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Hiring For Branch Operation Manager

Panacorp Computer Academy

  • 5 - 10 yrs
  • 3.5 Lac/Yr
  • Nagercoil Kanyakumari
Decision Making Operations Management Performance Evaluation Project Management Sales Management Team Leadership Training and Development Risk Management Strategic Planning Customer Service
Job Title: Branch ManagerLocation: NagercoilExperience: 3+ Years (Preferred)Job SummaryWe are looking for a Branch Manager to oversee the daily operations of the branch, manage the team, achieve business targets, and ensure smooth branch performance.Key ResponsibilitiesManage the overall operations of the branch.Lead, guide, and support the branch team.Ensure monthly business and sales targets are achieved.Monitor staff performance and productivity.Handle customer queries and maintain good customer relationships.Coordinate with different departments for smooth operations.Prepare and submit daily, weekly, and monthly reports.Ensure company policies and procedures are followed.Maintain branch records and documentation.Support business growth and branch development activities.RequirementsAny Degree.Good communication and leadership skills.Experience in team handling and branch operations.Basic computer knowledge.Ability to work under targets and deadlines.Skills RequiredLeadershipTeam ManagementCommunication SkillsProblem-SolvingTime ManagementCustomer Relationship ManagementSalary: As per Company Standards.Job Type: Full-Time.
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Opening For Insurance Advisor

Star Health Insurance

  • 1 - 3 yrs
  • Morena
Convincing Power Direct Sales General Insurance Sales Health Insurance Life Insurance Agent Positive Attitude Insurance Sales Insurance Life Insurance Team Motivation
We are seeking a motivated Insurance Advisor to join our team in Morena, India and nearby cities. In this position, you will help clients understand and select insurance policies that best meet their needs, offering guidance and support throughout the process.Key Responsibilities:1. **Client Consultation**: Engage with clients to assess their insurance needs and provide tailored recommendations based on their circumstances.2. **Policy Explanation**: Clearly explain various insurance products, including coverage options, terms, and conditions, to help clients make informed decisions.3. **Documentation**: Assist clients with the necessary paperwork and ensure all documentation is completed accurately and submitted on time.4. **Relationship Management**: Build and maintain strong relationships with clients, providing ongoing support and addressing any questions or issues they may have regarding their policies.5. **Market Research**: Stay updated on market trends and competitive offerings to provide clients with the best possible advice and solutions.Required Skills and Expectations:Candidates should have a minimum of 1-3 years of experience in the insurance sector and be a 12th pass. Strong communication skills are essential for effectively conveying information to clients. You should be self-motivated, organized, and able to manage your time efficiently while working from home. A basic understanding of insurance products and a passion for helping others will contribute to your success in this role.NOTE:- MINIMUM
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  • 3 - 9 yrs
  • 37.5 Lac/Yr
  • Germany
Security Risk Analyst Risk Analyst Information Risk Analyst Risk Management Analyst Risk Senior Security Analyst IT Security Analyst Systems Security Analyst
Core responsibilities include:Coordinate and manage security risk assessments using established risk management frameworks, ensuring risks, issues, and policy exceptions are identified, assessed, and treated appropriatelyMaintain global security risk registers, issue logs, and supporting documentation, ensuring accuracy, governance compliance, and audit readinessMonitor, manage, and report on Key Risk Indicators (KRIs), risk trends, emerging threats, and remediation progress, escalating concerns where necessaryProduce risk reporting and insights for senior stakeholders, governance committees, and security forums to support informed decision-makingLead security issue management activities and collaborate with risk owners, technology teams, and business functions to drive effective risk mitigation and control improvements
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  • 0 - 6 yrs
  • 1.8 Lac/Yr
  • Kodambakkam Chennai
General Insurance Marketing Marketing Communication Life Insurance
Called prospective clients and converted leads into insurance sales.Generated insurance business through client outreach, follow-ups, and relationship management.Advised clients on suitable insurance products and successfully closed sales.
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  • 0 - 1 yrs
  • 13.0 Lac/Yr
  • Female
  • Laxmi Nagar Delhi
MS Office Basic Computer Microsoft Excel Microsoft Office Internet
We are seeking a detail-oriented Billing Executive to join our team in Laxmi Nagar, Delhi. This entry-level position is ideal for a motivated individual looking to develop a career in billing and finance.Key Responsibilities:**Invoice Generation:** Accurately prepare and issue invoices to clients. Ensure all billing documents reflect the correct charges and terms.**Payment Processing:** Assist in processing payments from customers, including managing receipts and confirming transactions.**Customer Inquiries:** Respond to customer inquiries regarding billing issues and discrepancies in a professional and timely manner.**Record Maintenance:** Maintain organized and updated billing records. Ensure all documentation is readily accessible for audits or reviews.**Reporting:** Prepare regular billing reports to help the finance team track payments and outstanding invoices.Required Skills and Expectations:Candidates should have completed their 12th standard and possess strong organizational skills. Attention to detail is crucial for accuracy in billing. Good communication skills are necessary for interacting with clients and resolving their inquiries. Basic knowledge of accounting principles will be beneficial. The ideal candidate will be able to work in a team and manage tasks effectively in a fast-paced environment. A willingness to learn and adapt to new processes is essential. This role requires a commitment to delivering high-quality work consistently.
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  • 0 - 6 yrs
  • 7.5 Lac/Yr
  • Gudalur The Nilgiris
Insurance Life Insurance Agency Channel Direct Channel Good Communication Field Sales Sales
We are looking for an Agency Partner to join our team in Gudalur, The Nilgiris. This role is open to candidates with varying levels of experience, including freshers. You can work from home to promote and support our services.As an Agency Partner, your main responsibilities will include building and managing customer relationships. This will involve reaching out to potential clients, understanding their needs, and offering solutions that meet those needs. You will also be responsible for marketing our services, so you will need to create awareness and engage potential customers through various channels.In addition, you will track your sales and customer interactions to provide regular updates and reports. Effective communication and teamwork skills are essential to collaborate with other team members and share best practices.To be successful in this role, you need to have strong interpersonal skills, allowing you to connect with clients easily. A willingness to learn and adapt to new challenges is also important. You should possess basic computer skills and be comfortable using digital platforms for communication and marketing. Being self-motivated and goal-oriented will help you thrive in this position, as you will be expected to manage your time effectively while working independently from home.
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  • 0 - 3 yrs
  • 4.5 Lac/Yr
  • Kolkata
Financial Services Financial Planning BFSI Finance Team Coordinator Investment Banking
Job Role - Financial Advisor Company - ICICI PRUDENTIAL LIFE INSURANCE Experience - Freshers or Experienced both can Apply Skills - Financial Planning, Financial Services,Team coordinator, Team Leading, Salary - Annual CTC upto 4.5 lakhs, Attractive Incentives, PF , GRATUITY..
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  • 0 - 3 yrs
  • 3.8 Lac/Yr
  • Kolkata
Branch Sales Insurance Sales Team Coordinator Customer Relationship Customer Management
Job Role - Branch Manager Company - ICICI PRUDENTIAL LIFE INSURANCE EXPERIENCE - Freshers & ExperiencedEligibility Criteria - 12th pass Skills - Sales, Insurance Sales, Client Handling, Good Communication Skills required.Salary & Befinits - Fixed salary + Attractive Incentive + PF + Gratuity. Annual CTC upto 4.5 Lakhs
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Cashier Jobs in Europe (Full Time)

World Overseas services LLP

Cashier Head Cashier Cash Handling Cash Collection Branch Cashier Accountant Cashier Front Office Cashier
We are looking for a reliable and friendly Cashier to join our team in Germany. The ideal candidate will have 2 to 8 years of relevant experience and a diploma. As a Cashier, you will play a crucial role in ensuring smooth transactions and providing excellent customer service.**Key Responsibilities:**- **Process Transactions:** Handle cash, credit, and debit card transactions accurately and efficiently. This includes scanning items and giving change or receipts to customers.- **Customer Service:** Greet customers warmly and assist them with their purchases. Listen to their needs and address any concerns to ensure satisfaction.- **Maintain Cash Drawer:** Keep your cash drawer balanced throughout your shift and report any discrepancies immediately. This helps in maintaining financial accuracy.- **Handle Returns and Exchanges:** Process returns and exchanges according to store policies, ensuring a smooth and friendly experience for customers.- **Keep Workspace Clean:** Maintain cleanliness and organization of the checkout area. A tidy workspace creates a pleasant environment for both customers and staff.- **Collaborate with Team:** Work closely with colleagues to support each other during busy periods, fostering a teamwork spirit to enhance service quality.**Required Skills and Expectations:**- Strong basic math skills and attention to detail to ensure accurate processing of payments.- Excellent communication skills to effectively interact with customers and team members.- Ability to work in a fast-paced environment and remain calm under pressure.- A friendly and approachable demeanor, providing a welcoming atmosphere for customers.- Basic computer skills to operate the point-of-sale system.- Reliability and punctuality are essential, as cashiers are crucial to daily operations.- Previous experience in cash handling or customer service roles is preferred.
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  • 3 - 9 yrs
  • 45.0 Lac/Yr
  • British Columbia +1 Canada
Financial Officer Finance Head Finance Manager Financial Manager Regional Finance Manager Trade Finance Officer Manager Trade Finance Finance Officer
Key Responsibilities Financial Planning & Forecasting: Developing long- and short-term financial strategies and organizational budgets. Reporting & Analysis: Preparing monthly, quarterly, and annual financial statements, alongside management information systems (MIS) reports. Compliance & Auditing: Ensuring strict adherence to corporate security policies, regulatory guidelines, and Canadian financial or AML (Anti-Money Laundering) standards. Treasury & Risk Management: Overseeing daily cash flow, managing financial risks, and administering various departmental funds. Stakeholder Advisory: Providing critical financial insights and advice to department chairs, directors, or the Chief Financial Officer (CFO) to guide strategic decisions.
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  • 3 - 9 yrs
  • 40.0 Lac/Yr
  • Canada
Finance Analyst Finance Financial Reporting Financial Inclusion Financial Consultancy Financial Transformation Financial Control
Finance Analyst in Canada Settle in Canada Under Pr VisaAnalyzing current and past financial data and performance.Preparing reports and projections based on this analysis.Evaluating current capital expendituresExploring investment opportunities.
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  • 1 yrs
  • 5.0 Lac/Yr
  • Coimbatore
Investment Banking Financial Services Financial Planning
We are seeking a dedicated Financial Consultant to join our team in Coimbatore. This role involves guiding clients on financial decisions and helping them achieve their financial goals. Key responsibilities include: 1. **Client Consultation**: Meet with clients to discuss their financial situation, identify needs, and develop personalized financial strategies. 2. **Financial Planning**: Create comprehensive financial plans that may involve investments, savings, and insurance tailored to individual client goals. 3. **Market Analysis**: Stay updated on market trends and financial products to provide clients with the best advice and options. 4. **Portfolio Management**: Monitor client portfolios and recommend adjustments based on performance and market changes. 5. **Report Preparation**: Prepare detailed reports and presentations for clients, summarizing their financial plans and progress toward their goals.Required skills and expectations: Candidates should hold a graduate degree and have at least one year of relevant experience in finance or consulting. Strong analytical skills are essential to assess client needs and market conditions accurately. Excellent communication skills are necessary to explain complex financial concepts clearly to clients. Proficiency in using financial software and tools is expected, along with a commitment to maintaining confidentiality and a high level of professionalism. Self-motivation and time management skills are crucial as this is a work-from-home position. The ideal candidate should also have a strong desire to help clients achieve financial stability and success.
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Financial and Investment Analyst Investment Analyst MIS and Analytics Investment Banking Analyst Investment Financial Reporting Analyst
Financial Analyst Responsibilities:Analyzing financial data.Researching macroeconomic and microeconomic conditions.Preparing accounting and other required reports and projections based on the analysis performed.Evaluating capital expenditures and asset depreciation.Establishing and evaluating records, statements, and profit plans.Identifying financial performance trends and financial risk, and making recommendations.
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Banking Managers Banking Manager Banking Manager Investment Banking Bank Officer
Hiring Banking Managers for international roles! Oversee banking operations & branch performance Manage client relationships & portfolios Ensure compliance & risk control Lead teams & drive business growth
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Billing Executive Medical Billing Executive Estimator Medical Billing Reserve Estimation Road Estimator Software Estimation Estimation
The Billing Executive will be responsible for preparing and sending invoices to clients accurately and promptly. This includes verifying billing information and ensuring that all amounts are calculated correctly. The role also involves following up on outstanding invoices to ensure timely payments.Additionally, the Billing Executive will maintain organized records of all billing transactions and client communications. This role requires regular collaboration with other departments to resolve any billing discrepancies that may arise. Furthermore, the Executive will assist in preparing monthly sales reports and other financial documentation as needed.
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Excel Sheet Mails ENGLISH WRITING Convincing Power
Daily Customer Visit With Team Members (Executive) Problem Solving Discuss With Monthly & Weekly Target Mile Stone With Team Co-Ordinate With Product Manager Team Handling. Co-Ordinate With Back-Office HR Team And Process Team Monthly Video Conference Review Meeting With HR Team & Process Team. Manpower Recruitment
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  • 0 - 2 yrs
  • 4.8 Lac/Yr
  • Malda
Market Knowledge Math Skills Mortgage Products Organization Problem-solving Sales Skills Underwriting Guidelines Networking Risk Assessment Documentation Time Management Customer Service Regulatory Compliance Financial Analysis Negotiation Skills Credit Evaluation Computer Skills Attention to Detail Loan Processing Communication Skills
Main Roles and ResponsibilitiesMeet with customers to understand their borrowing needs.Explain different loan products (home loans, personal loans, business loans, vehicle loans, etc.).Collect and verify financial documents such as income proof, bank statements, and credit history.Assess the applicant's creditworthiness and repayment capacity.Conduct risk analysis and recommend loan approval or rejection.Coordinate with credit, legal, and operations teams.Ensure compliance with banking regulations and internal policies.Monitor existing loan accounts and follow up on repayments when necessary.Build relationships with customers and generate new loan business.Key Skills RequiredKnowledge of banking and lending products.Financial analysis and credit assessment skills.Communication and customer service abilities.Sales and business development skills.Attention to detail and documentation management.Basic understanding of banking regulations and compliance requirements.Typical QualificationsBachelor's degree in Commerce, Finance, Business Administration, Economics, or a related field.Banking certifications can be an advantage.Experience in sales, banking, finance, or customer relationship management is often preferred.Career ProgressionA Loan Officer can advance to roles such as:Junior Loan Officer / Credit OfficerSenior Loan OfficerRelationship ManagerCredit ManagerBranch ManagerRegional Credit Head or Lending Operations Manager
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  • 0 - 2 yrs
  • 3.8 Lac/Yr
  • Nadia
Channel Development Team Building Retail Branch Banking Branch Administration Team Handling Team Coordinator B2B Sales b2c Marketing Revenue Generation Team Management Skills Overseas Marketing Sales
Handling day-to-day customer service at the branch.Opening savings/current accounts and completing KYC documentation.Assisting customers with deposits, withdrawals, fund transfers, and other banking transactions.Promoting banking products such as savings accounts, fixed deposits, loans, insurance, and other services.Achieving sales and business targets assigned by the branch.Resolving customer queries and complaints.Ensuring compliance with banking regulations and internal policies.Supporting branch operations and administrative activities.Common skills required:Good communication and customer-handling skills.Basic knowledge of banking products and processes.Computer proficiency.Sales and relationship-building ability.
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  • 0 - 2 yrs
  • 3.8 Lac/Yr
  • Jhargram
Channel Development Team Building Retail Branch Banking Branch Administration Team Handling Team Coordinator B2B Sales b2c Marketing Revenue Generation Team Management Skills Overseas Marketing Sales
Handling day-to-day customer service at the branch.Opening savings/current accounts and completing KYC documentation.Assisting customers with deposits, withdrawals, fund transfers, and other banking transactions.Promoting banking products such as savings accounts, fixed deposits, loans, insurance, and other services.Achieving sales and business targets assigned by the branch.Resolving customer queries and complaints.Ensuring compliance with banking regulations and internal policies.Supporting branch operations and administrative activities.Common skills required:Good communication and customer-handling skills.Basic knowledge of banking products and processes.Computer proficiency.Sales and relationship-building ability.
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Banking Manager

Edens Staffing Services

  • 20 - 30 yrs
  • 12.0 Lac/Yr
  • Mumbai
Casa Manager Account Opening Forex Executive Banking Operations Banking Sales Corporate Bank Banking Finance
Needs people who has experience in banking activity and forex operations
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Branch Manager

Edens Staffing Services

  • 20 - 30 yrs
  • 7.5 Lac/Yr
  • Mumbai
Branch Sales Channel Development Team Building Retail Branch Banking Branch Administration Team Handling Team Coordinator B2B Sales b2c Marketing Revenue Generation Team Management Skills Overseas Marketing Sales
Candidate should be working as Branch Manager in their current Profile in Bank or Finance or Insurance company
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Sales Coordinator Marketing Coordinator Insurance Agent Insurance Advisor Insurance Coordinator
Insurance Advisor Mumbai Company: Leading Private Sector Life Insurance CompanyJob profile Create and manage leads Track Sales activities Conduct financial analysis of clients Build customise insurance policies and packages Advise clients potential risks and benefits of policy After sales service Participate in regular sales meetings and training sessions Coordination and consultation with clients on phone and emails and whatsapp Maintain client records and reportsTechnical skills: Insurance advisor, insurance sales, insurance agent, life insurance, Sales executive, sales agent, marketing agent Soft skills: Good communication skills, problem solving, interpersonal skills, analytical thinkingEducational Qualification: Min 12th pass for urban locations and 10th pass for rural locations as specified by the regulating authority Experience: Fresher to experienced person are welcome to join. Housewife, retired people, students can also join and earn attractive income Remuneration: The remuneration is attractive based on the sales volume achieved
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Sales Coordinator Marketing Coordinator Insurance Agent Insurance Advisor Insurance Coordinator
Insurance Advisor Mumbai Company: Leading Private Sector Life Insurance CompanyJob profile Create and manage leads Track Sales activities Conduct financial analysis of clients Build customise insurance policies and packages Advise clients potential risks and benefits of policy After sales service Participate in regular sales meetings and training sessions Coordination and consultation with clients on phone and emails and whatsapp Maintain client records and reportsTechnical skills: Insurance advisor, insurance sales, insurance agent, life insurance, Sales executive, sales agent, marketing agent Soft skills: Good communication skills, problem solving, interpersonal skills, analytical thinkingEducational Qualification: Min 12th pass for urban locations and 10th pass for rural locations as specified by the regulating authority Experience: Fresher to experienced person are welcome to join. Housewife, retired people, students can also join and earn attractive income Remuneration: The remuneration is attractive based on the sales volume achieved
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Sales Coordinator Marketing Coordinator Insurance Agent Insurance Advisor Insurance Coordinator
Insurance Advisor Mumbai Company: Leading Private Sector Life Insurance CompanyJob profile Create and manage leads Track Sales activities Conduct financial analysis of clients Build customise insurance policies and packages Advise clients potential risks and benefits of policy After sales service Participate in regular sales meetings and training sessions Coordination and consultation with clients on phone and emails and whatsapp Maintain client records and reportsTechnical skills: Insurance advisor, insurance sales, insurance agent, life insurance, Sales executive, sales agent, marketing agent Soft skills: Good communication skills, problem solving, interpersonal skills, analytical thinkingEducational Qualification: Min 12th pass for urban locations and 10th pass for rural locations as specified by the regulating authority Experience: Fresher to experienced person are welcome to join. Housewife, retired people, students can also join and earn attractive income Remuneration: The remuneration is attractive based on the sales volume achieved
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