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

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  • 0 - 5 yrs
  • 2.3 Lac/Yr
  • Hebbal Kempapura Bangalore
Communication Basic Computer Interpersonal Skills
We are seeking enthusiastic individuals to join our team as Customer Care Executives for both Voice and Sales processes. As a Customer Care Executive, you will be responsible for addressing customer inquiries, resolving issues, and promoting our products/services to potential customers.Working Days: 6 days (1 rotational week off)Shift Timings:-Female Candidates: Between 6:00 AM - 8:00 PM (Any 9 hours)-Male Candidates: Between 6:00 AM - 12:00 AM (Any 9 hours)Language Requirement:-Tamil-Malayalam-Telugu-KannadaKey Responsibilities-Engage with customers through voice support and deliver an excellent banking experience.-Understand customer requirements and recommend suitable banking products and services.-Handle inbound and outbound customer interactions professionally.-Cross-sell and up-sell banking products such as credit cards, loans, and investment products.-Resolve customer queries while maintaining high customer satisfaction.-Update customer information and interactions accurately in CRM systems.-Achieve assigned sales and portfolio targets while adhering to banking compliance guidelines.Required Skills-Excellent communication and interpersonal skills.-Customer-centric approach with a sales mindset.-Basic understanding of banking and financial products.-Computer proficiency and familiarity with CRM systems.Fresh graduates looking to start their career in Banking are encouraged to apply.
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Hiring For Bank Branch Manager

Sunshine Manpower Solution And Services

  • 5 - 8 yrs
  • 5.0 Lac/Yr
  • Surendranagar
Business Development & Sales Branch Banking Operations Leadership Team Motivation Target Achievement Customer Service & Relationship Management Compliance & Risk Management
Job Title: Branch ManagerLocation: Surendranagar , GujaratExperience: Minimum 5 years in Banking or 2 years as Branch Manager and retired person also preferred.Job Summary:We are looking for an experienced and dynamic Branch Manager to lead branch operations, drive business growth, and ensure excellent customer service. The ideal candidate should have strong leadership skills, good knowledge of banking products, and experience handling branch operations and team management.Key Responsibilities:1. Business Development & SalesAchieve branch sales targets for deposits, loans, insurance, and other banking products.Identify new business opportunities and build relationships with customers.2. Branch Operations ManagementOversee day-to-day branch functioning including cash management, audit compliance, and regulatory guidelines.Ensure smooth operations, timely reporting, and adherence to RBI norms (where applicable).3. Team LeadershipLead, train, and mentor branch staff for improved productivity and service quality.Conduct regular performance reviews and ensure team achieves individual and branch goals.4. Customer Service & Relationship ManagementBuild strong customer relationships and ensure high customer satisfaction.Handle key customers, large accounts, and corporate relations in the region.5. Compliance & Risk ManagementEnsure full compliance with company policies and banking regulations.Monitor branch risks, overdue accounts, and implement corrective measures.Coordinate with audit teams and ensure zero non-compliance observations.Requirements and Qualification:Graduation mandatory; MBA/PGDM preferred (optional).Strong knowledge of retail banking, lending products, and operations.Excellent communication, leadership, and problem-solving skills.Ability to meet targets and manage business pressure.
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  • 1 - 3 yrs
  • 4.0 Lac/Yr
  • Durgapur
Banking Insurance Banking Sales
As a Bancassurance Executive in Durgapur, you will play a vital role in bridging the gap between banking and insurance products, ensuring customers receive comprehensive financial solutions. **Key Responsibilities:**- **Customer Engagement:** Build strong relationships with bank customers to understand their financial needs and preferences, guiding them towards suitable insurance products.- **Product Presentation:** Effectively present and explain insurance policies, highlighting their benefits and how they fit the customer's requirements to facilitate informed decision-making.- **Sales Execution:** Achieve monthly sales targets by promoting and selling various insurance products through the banks network and ensuring a seamless customer experience.- **Collaboration with Bank Staff:** Work closely with bank personnel to identify opportunities for cross-selling insurance products, conducting training sessions to enhance their knowledge of insurance offerings.- **Documentation and Compliance:** Ensure all customer applications and documentation are completed accurately and in compliance with regulatory standards, maintaining proper records for future reference.**Required Skills and Expectations:**Candidates should possess 1 to 3 years of experience in sales or customer service, preferably in the financial or insurance sector. Strong communication skills are essential for explaining complex information clearly to customers. A customer-oriented mindset is crucial, along with the ability to build trust and rapport quickly. Organizational skills are important to manage multiple client interactions and follow-ups efficiently. Candidates should be proactive, motivated, and able to work towards sales targets independently while also thriving in a team-oriented environment. A basic understanding of both banking and insurance products will be advantageous.
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  • 0 - 2 yrs
  • Hamirpur
Financial Planning Skills General Insurance Insurance Sales Insurance Marketing Life Insurance Customer Service Insurance
We are looking for a dedicated Life Insurance Advisor to join our team in Hamirpur. This role is suitable for individuals with 0 to 2 years of experience and a minimum educational qualification of 12th pass. The job allows you to work from home, making it flexible and convenient.**Key Responsibilities:**- **Client Engagement:** Connect with potential clients to understand their life insurance needs and provide appropriate solutions.- **Policy Recommendations:** Analyze clients' financial situations and recommend suitable life insurance policies that cater to their requirements.- **Sales Growth:** Actively pursue leads and follow up with prospects to achieve sales targets and contribute to overall business growth.- **Customer Education:** Educate clients about the benefits of life insurance and ensure they understand various policy options available.- **Documentation Handling:** Assist clients with the necessary paperwork required for policy applications and renewals, ensuring accuracy and compliance.**Required Skills and Expectations:**- Strong communication skills are essential to build rapport with clients and explain complex insurance concepts in a simple manner.- A self-motivated and goal-oriented attitude is important for achieving sales targets and driving personal success.- Basic computer skills are required to manage paperwork and client databases effectively.- A commitment to providing excellent customer service, ensuring clients feel valued and informed throughout the process.- Willingness to learn and adapt to the evolving insurance market and products is crucial for success in this role.
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Cashier - Freshers

Speed Consulting

Cash Handling Excel Report Preparation Fund Transfer
Job in Singapore for cashier in Supermarket salary - 90000 to 100000 INR Rotational shift Food and Accommodation provided by company. Pass type NTS pass or S Pass Two years contract. Work - billing and accounts maintenance.
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Online For Insurance Advisor Jobs (Freshers)

Life Insurance Corporation of India

  • 0 - 6 yrs
  • Faridabad
Marketing Life Insurance Insurance Sales Financial Consultancy Insurance Health Insurance Marketing Communication General Insurance Digital Marketing Good Communication
We are looking for a motivated and friendly Insurance Advisor to join our team in Faridabad. This part-time role allows you to work from home, helping clients understand their insurance needs and find the right policies for them.As an Insurance Advisor, your key responsibilities will include:1. **Client Consultation**: You will interact with clients to assess their insurance needs and provide personalized advice tailored to their situations.2. **Policy Recommendations**: Based on client assessments, you will recommend appropriate insurance products that best fit their requirements, ensuring they have the coverage they need.3. **Documentation Support**: You will assist clients in completing insurance applications and other necessary paperwork, ensuring a smooth process from start to finish.4. **Ongoing Relationship Management**: You will maintain regular contact with clients to provide updates, address questions, and offer support for their insurance policies.For this role, you should possess excellent communication skills to clearly convey information to clients. A positive attitude and a willingness to learn are essential, especially if you are new to the field. Being organized and detail-oriented will help you manage client interactions effectively. Previous experience in sales or customer service is a plus, but not required. If you are eager to help others while building your career in the insurance industry, this opportunity is perfect for you.
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Opening For HNI Relationship Manager

Sitaram Consultancy Services

  • 3 - 8 yrs
  • 6.0 Lac/Yr
  • Gurgaon
Sales Client Servicing Reporting Language Expert
As an HNI Relationship Manager, your primary role will be to manage and nurture relationships with high-net-worth individuals. You will serve as their primary point of contact, ensuring their financial needs and goals are met with exceptional service.**Key Responsibilities:**- **Client Relationship Management:** Build and maintain strong relationships with high-net-worth clients to understand their financial goals and tailor services accordingly.- **Investment Advisory:** Provide expert advice on investment options, portfolio management, and risk assessment to help clients grow their wealth.- **Financial Planning:** Collaborate with clients to create personalized financial plans, ensuring alignment with their short-term and long-term objectives.- **Market Research:** Stay updated on market trends and investment opportunities, using this knowledge to inform clients and provide timely recommendations.- **Cross-Selling Services:** Identify opportunities to offer additional products and services that may benefit clients, thereby enhancing their overall experience and engagement.- **Reporting and Documentation:** Maintain accurate records of client interactions, financial strategies implemented, and performance reports to ensure compliance and effective follow-up.**Required Skills and Expectations:** Candidates should have a minimum of 3 to 8 years of experience in wealth management or a related field. Strong communication skills are essential, enabling you to articulate complex financial information clearly to clients. A solid understanding of financial products and investment strategies is crucial. Additionally, candidates should possess strong analytical skills to assess market conditions and client needs. A proactive approach to problem-solving and exceptional interpersonal skills will help in building trust and securing long-term relationships with clients.
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Looking For Chief Finance Officer

Connexions Management Consultants

  • 12 - 22 yrs
  • 30.0 Lac/Yr
  • Jaipur
Chief Finance Officer Finance Manager Group Finance Manager Commercial Director Financial Control Strategic Planning Finance CFO Corporate Finance Project Finance Controller Financial Planning Finance Head
Responsible for day to day work of Account, Finance & Taxation Department and ensure its smooth functioning. Finalization of Annual Accounts and to have them audited./ Internal Audit, Statutory Audit & Departmental Audit and to ensure complete in timely./(execution of IPO, private equity deals & Fund Raising and Compliance of SEBI Regulations.)/Responsible for Manage fund flow and ensure timely payment of Statutory Dues, vendor and contractor./Responsbile for Preparation of Annual Budget, projected profit & loss statement, balance sheet and cash flow statement./ Monitoring of Project Loan & Prepare of Quarterly Statement and Comply of all other Requirement.Trade Finance like factoring, LC Discounting and Bill Discount.
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  • 1 - 2 yrs
  • 2.0 Lac/Yr
  • Rajkot
Back Office Executive Purchase Entry Office Accountant Handle India Mart Microsoft Excel Computer
K9HR SOLUTIONS, Varsha Dabhi(HR Recruiter - Mo. No. 9099970515 Email ID: hr022.k9hrs@gmail.com) is looking for is looking for a dedicated Office Executive to join our team in Rajkot. The ideal candidate will support daily office operations, ensuring a smooth workflow and effective communication. Key Responsibilities:1. **Administrative Support**: Handle daily administrative tasks such as managing phone calls, responding to emails, and organizing documents to keep the office running smoothly.2. **Scheduling and Coordination**: Assist in scheduling meetings and appointments for team members, ensuring that all participants are informed and prepared.3. **Data Management**: Maintain and update office records and databases accurately, ensuring that all information is current and easily accessible.4. **Customer Interaction**: Greet visitors and clients, providing them with assistance and information as needed, to ensure a welcoming office environment.5. **Office Supplies Management**: Monitor and reorder office supplies regularly to ensure that staff members have the necessary resources for their tasks.Required Skills and Expectations: We are looking for a dedicated and detail-oriented **Accountant** to join our team. The ideal candidate should be a graduate with **1-2 years of relevant accounting experience** and have hands-on knowledge of **purchase entry in Miracle Software**. The candidate will be responsible for managing purchase entries, handling **IndiaMART** inquiries and customer follow-ups, maintaining accurate accounting records, and preparing reports using **Microsoft Excel**. Proficiency in MS Office, basic computer applications, and accounting principles is essential. Strong organizational skills, attention to detail, and good written and verbal communication are required. The candidate should be able to work independently as well as collaboratively within a team, demonstrate a proactive attitude, and be punctual, reliable, and efficient in managing daily responsibilities.
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Customer Handling Cash Handling Money Transfer Cash Collection Fund Transfer Cashier Activities Counter Sales
We are seeking a dedicated and friendly female Cashier to join our team in Dubai. The ideal candidate will have at least 2 years of experience and a completed 12th-grade education.Key Responsibilities:- **Handle Transactions:** Accurately process cash, credit, and debit transactions while ensuring a smooth payment experience for customers. Attention to detail is crucial to avoid errors.- **Customer Service:** Greet and engage with customers warmly, addressing their inquiries and resolving any issues efficiently. A positive attitude is essential for creating a pleasant shopping environment.- **Maintain a Clean Workspace:** Keep the cashier station tidy and organized at all times. This includes handling cash registers and surrounding areas to ensure a professional appearance.- **Assist with Inventory:** Occasionally help with inventory management by reporting low stock levels and assisting in restocking items in the cashier area.Required Skills and Expectations:The ideal candidate should have strong numerical skills and the ability to handle cash securely. Excellent communication skills are vital to interact effectively with customers. A customer-focused attitude is expected, along with a commitment to providing exceptional service. Additionally, candidates should be able to work in a fast-paced environment while maintaining accuracy and attention to detail. Flexibility in working hours and a team-oriented mindset are also essential for this role.
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Record Keeper Fresher

Makanaki Enterprise

  • Fresher
  • 7.5 Lac/Yr
  • Mysore Road Bangalore
Online Jobs Home-based Jobs Data Entry
We are hiring Online Records Management Executives for maintaining digital records, updating databases, processing online information, and supporting back office operations. Freshers and experienced candidates are welcome to apply.This role is suitable for students, graduates, homemakers, freelancers, and job seekers looking for flexible work-from-home opportunities.
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12th Pass Freshers For Finance Advisor

Mywish marketplaces pvt ltd.

  • 0 - 1 yrs
  • Model Town Sonipat
Good Communication Skills English Language
As a Finance Advisor, you will play a crucial role in assisting clients with their financial decisions and helping them achieve their financial goals. **Key Responsibilities:**- **Client Consultation**: Meet with clients to understand their financial needs and goals, providing personalized financial advice based on their individual situations.- **Financial Analysis**: Assess clients' financial status by reviewing income, expenses, and assets to determine the best financial strategies for them.- **Product Recommendations**: Suggest financial products such as investments, insurance, and savings plans that align with clients goals and risk tolerance.- **Market Research**: Stay updated on market trends, financial regulations, and new financial products to provide clients with accurate and timely information.- **Record Keeping**: Maintain accurate records of client interactions and transactions, ensuring all information is up-to-date and confidential.**Required Skills and Expectations:**You should have strong analytical skills and a basic understanding of finance to help guide clients effectively. Good communication skills are essential, as you will need to explain complex financial concepts in a simple manner. Being detail-oriented will help you keep accurate records and analyze financial data. A positive attitude and a willingness to learn are important, especially since you will be starting in this role with minimal experience. Overall, we are looking for someone who is eager to help clients and build their financial knowledge.
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Home Loan Sales Executive

Prerana Hr Solution

  • 1 - 2 yrs
  • 4.0 Lac/Yr
  • Kolkata
Home Loan Executive Nbfc
Key Responsibilities: Go on field visits to meet customers and explain loan products Work to achieve sales targets and help grow the companys business Build good relationships with customers by meeting them regularly and following up for more business Meet new customers and ask happy customers to refer others who may need a home loan Coordinate with credit team for smooth processing and disbursal of loans Maintain credit quality Onboard new channel partners Find and add new housing projects (APFs) and agents to bring in more loan applications. Required Qualifications and Skills: 1-5 years of experience in Home Loan or Mortgage Sales within the BFSI/NBFC sector Prior experience in direct customer acquisition and channel sales preferred; Freshers with strong sales aptitude may also be considered Strong local market knowledge and established network in the region Excellent interpersonal skills Customer handling and relationship-building abilities Result-oriented and self-motivated Strong negotiation and influencing skills Educational Qualifications: Minimum: Graduate in any discipline (Bachelors degree required) Having a two-wheeler will be an added advantage.
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  • 2 - 8 yrs
  • 5.0 Lac/Yr
  • Churchgate Mumbai
Investment Monitoring Account Reconciliation Performance Evaluation Quantitative Skills Database Management Data Analysis Regulatory Knowledge
As a Portfolio Administrator, you will play a crucial role in managing and supporting investment portfolios. Your attention to detail and organizational skills will be vital in ensuring smooth operations and client satisfaction.**Key Responsibilities:**- **Manage Investment Portfolios:** You will be responsible for overseeing various investment portfolios, ensuring they are managed according to established guidelines and strategies.- **Data Management:** Regularly update and maintain accurate portfolio data, ensuring all records are current and accessible for analysis.- **Monitor Market Trends:** Keep a close watch on financial markets and economic trends to provide insights that guide investment decisions.- **Client Communication:** Serve as the point of contact for client queries, addressing their concerns and providing updates about their portfolio performance.- **Reporting:** Prepare detailed reports on portfolio performance, summarizing key metrics and insights to assist stakeholders in decision-making.**Required Skills and Expectations:**To excel in this role, you should hold a B.B.A., B.Com, or a related professional degree. A minimum of 2 to 8 years of experience in portfolio management or a similar field is required. Strong analytical and quantitative skills are essential, along with proficiency in financial software tools. You should possess excellent communication skills to interact effectively with clients and colleagues. A keen eye for detail, along with strong organizational abilities, will help you manage multiple tasks efficiently in a fast-paced environment. Candidate gender preference is male, and this is an office-based full-time role located in Churchgate.
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  • 2 yrs
  • 4.5 Lac/Yr
  • Delhi NCR
Commercial Vehicles Cash Collection Repo Resale Credit Collection
Job Title: Executive / Senior Executive - Repo Resale & Hard Bucket Collections Location: Agra Kanpur Bangalore Mumbai Delhi NCR ( Delhi East/ Noida) Role Purpose: This role sits at the intersection of collections and asset monetization, responsible for driving recoveries from hard bucket accounts (90+ DPD) and ensuring efficient resale of repossessed vehicles through self-sourced channels. The role demands a strong field mindset, negotiation skills, and the ability to convert repossessed inventory into realized cash flows quickly. Key Responsibilities 1. Hard Bucket Collections (Primary) Manage 90+ DPD delinquent accounts Drive resolution through follow-ups, settlements, and repossession Ensure monthly recovery targets are met 2. Repossession & Coordination Execute vehicle repossession in coordination with internal teams Ensure proper documentation, compliance, and asset tracking Maintain control over yard inventory 3. Repo Resale (Self-Sourcing Focus) Drive end-to-end resale of repossessed vehicles (3W / CV / EV) Build and manage a network of buyers (dealers, brokers, aggregators) Reduce dependency on auctions through direct liquidation Negotiate pricing to maximize recovery value 4. Inventory & Liquidation Management Monitor repo inventory ageing and movement Ensure faster turnaround and minimal holding cost Track realization vs expected value 5. Market Intelligence Stay updated on used vehicle pricing trends (especially 3W/CV/EV segment) Provide inputs on resale value and liquidation strategies Eligibility Criteria Experience: 3-6 years in collections / repo resale / CV financing Product Exposure: Commercial Vehicles (mandatory) Exposure to 3W / EV financing preferred Education: Graduate (any discipline) Preferred Background Candidates from leading NBFCs / EV ecosystem such as: Shriram Finance Limited Cholamandalam Investment and Finance Company Limited Turno Vidyut Key Skills Hard bucket collections (90+ DPD) Repo handling & resale Strong negotiation and closure skills Dealer / broker network (added advantage) Field execution & ownership mindset Compensation As per Industry norms. Incentives: Performance-linked (recovery & resale efficiency) What Were Looking For: Candidates who can own recovery like a business Ability to self-source buyers and close deals independently Strong on-ground execution capability What We Will Not Consider: Frequent job switchers (
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  • 7 - 13 yrs
  • 20.0 Lac/Yr
  • Gurgaon
Finance Accounting Financial Analysis and Planning GST TDS Compliance Audit Balance Sheet Financial Statements
Designation - AGM/GM - FinanceExperience - 6-7 + Years (After CA Qualification)Location - Gurgaon, HaryanaJob Summary:BYLD Group is seeking a seasoned and forward-thinking AGM/GM - Finance to drive strategic financial planning, and strengthen the organizations fiscal discipline. The role demands a professional with a strong foundation in both consulting and corporate finance, capable of partnering with business leaders to enable data-driven decisions, optimize performance, and support sustainable growth across BYLDs diverse business verticals.Key Responsibilities:1. Strategic Financial Leadership:Lead financial strategy development in alignment with organizational goals.Provide strategic insights to the leadership team on business performance, risk, and growth opportunities.Drive annual budgeting, forecasting, and multi-year financial planning.Support business expansion initiatives, acquisitions, and investment evaluations.2. Financial Reporting, Compliance & Governance:Ensure timely and accurate preparation of financial statements in compliance with Ind-AS and regulatory requirements.Oversee statutory, internal, and tax audits with external auditors and consultants.Maintain adherence to all legal and fiscal obligations under the Companies Act, Income Tax, and GST laws.Strengthen governance, internal controls, and risk management frameworks across the organization.3. Business Partnering & Performance Management:Collaborate with business heads to improve profitability, cost structures, and financial efficiency.Develop and review financial models, pricing frameworks, and project profitability analyses.Partner with operations and HR functions to align budgets and measure ROI on key initiatives.Present insightful MIS reports and performance dashboards to management and stakeholders.4. Treasury, Funding & Working Capital Management:Oversee cash flow planning, fund utilization, and banking relationships.Manage working capital effectively and ensure timely receivables and vendor payments.Evaluate and implement financing options for business expansion and cost efficiency.5. Leadership & Process Excellence:Lead and mentor a high-performing finance team, ensuring capability development and performance accountability.Drive process automation, ERP optimization, and digitization of finance operations.Promote a culture of transparency, ownership, and continuous improvement.Partner cross-functionally to ensure financial integrity across all business operationQualifications & Requirements:Qualified Chartered Accountant (CA) with a minimum of 7 + Years of post-qualification experience in Finance, Accounts, and Strategic Planning.Proven experience in both consulting (Big 4 or reputed audit/financial advisory firm) and corporate finance roles.Strong understanding of Indian Accounting Standards (Ind-AS), Companies Act, Taxation (Direct & Indirect), and Regulatory Compliances.Demonstrated expertise in financial planning & analysis (FP&A), budgeting, forecasting, and business partnering.Hands-on experience in managing statutory and internal audits, risk management, and financial governance frameworks.Proficiency in ERP systems (SAP), advanced Excel, and experience with financial automation tools.Strong analytical and problem-solving skills with the ability to interpret complex financial data for strategic decision-making.Excellent interpersonal, leadership, and communication skills to collaborate effectively with CXOs, business heads, and external partners.Ability to lead a high-performing team and foster a culture of accountability, integrity, and continuous improvement.Exposure to professional services, consulting, HR solutions, or learning industry will be an added advantage.Why join BYLD:Perks & Benefits:Learn directly from industry experts with 20+ years of experienceOpportunity to work in a dynamic and collaborative environment.Professional development and growth opportunities.Gain experience in world class management practicesInsurance Benefits (Medical and Accidental) for all employeesMulti-level Rewards programs for all employees
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  • 0 - 5 yrs
  • Hebbal Kempapura Bangalore
Communication Customer Handling
Job Title: Banking Process ExecutiveCompany: TeleperformanceJob Location: Hebbal Kempapura, Bengaluru - 560024Job OverviewWe are hiring Banking Process Executives for a leading MNC. Freshers and experienced candidates are welcome to apply. This is a full-time, work-from-office opportunity in the banking customer service process.Eligibility- 12th Pass or Graduate- Freshers & Experienced candidates can apply- Good communication skills in English and any one regional language:- Tamil- Telugu- Kannada- MalayalamJob Details- Banking Customer Service Process- Full-Time Work From Office- 6 Days Working- 1 Rotational Week OffSalary & Benefits- CTC: 17,000 - 20,000- Take Home: Up to 16,000 (for 20,000 CTC)- Career Growth OpportunitiesLocation: Hebbal Kempapura, Bengaluru - 560024Apply now!
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  • Fresher
  • 3.0 Lac/Yr
  • Turbhe Navi Mumbai
Financial Services Business Finance
SBI Life Insurance is hiring Financial Advisors for Full Time and Part Time opportunities. If you are looking to build a career or earn an additional income with flexible working hours, this opportunity is for you. Training and support will be provided to eligible candidates.
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  • 0 - 3 yrs
  • 4.0 Lac/Yr
  • Hyderabad
Life Insurance Insurance Sales Banca Banking
We are seeking a Bancassurance Manager to join our team in Hyderabad. In this role, you will be responsible for enhancing our bancassurance partnerships and driving sales of insurance products through bank channels.**Key Responsibilities:**- **Build Relationships with Bank Partners:** Establish and maintain strong relationships with banking staff to facilitate effective communication and collaboration for selling insurance products.- **Conduct Training Sessions:** Organize and deliver training programs for bank employees, ensuring they have the necessary knowledge and skills to promote insurance offerings effectively.- **Develop Sales Strategies:** Create and implement sales strategies that align with the banks goals, aiming to boost insurance product sales through various channels.- **Monitor Performance:** Regularly track and analyze the performance of bancassurance initiatives, adjusting strategies as needed to meet sales targets.- **Provide Customer Support:** Assist bank clients with their insurance needs, addressing queries or concerns to ensure high customer satisfaction.- **Collaborate with Internal Teams:** Work closely with marketing and operations teams to create promotional materials and streamline processes for a smoother customer experience.**Required Skills and Expectations:**Candidates should possess excellent communication and interpersonal skills, enabling them to build rapport with bank teams and clients. A strong understanding of insurance products is essential, along with the ability to convey complex information clearly. Problem-solving skills and a proactive mindset will help in addressing challenges effectively. Candidates should be goal-oriented and adaptable to work in a dynamic environment, ensuring timely completion of tasks and adherence to deadlines. A basic knowledge of financial services and sales experience in a related field will be an added advantage.
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  • 1 - 6 yrs
  • 3.0 Lac/Yr
  • Tirupati
Credit Control BPO Operations Negotiation Skills Collections Recovery Convincing Power
URGENT HIRING - TELE CALLING COLLECTION EXECUTIVES Location: TirupatiOpen Positions (Total: 50) Tamil - 20 Kannada - 20 Malayalam - 10
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LIC Agent

Life Insurance Corporation of India

  • 0 - 6 yrs
  • Faridabad
LIC Agent
: - 9 2024 () ' ' () - 216000 (7000 , 6000 , 5000 ,) (2% 28%), , , , -:1. 18 55 2. 10 3. , -:1. 2. 3. 4. -:1. 2. 3. 4. 5. -:1. www.teamlicindia.com 2. 3. , , 4. / (9599917603/9899407603)
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Stock Broker - Rajkot

K9HR Solutions

  • 1 - 3 yrs
  • 3.3 Lac/Yr
  • Rajkot
Mutual Funds Currency Trading Risk Management Stock Market Brokerage Online Trading Equity Analysis Share Market Share Trading Stock Exchange
K9HR SOLUTIONS, Krishna Patel (HR Manager - Mo. No. 98798 71629 Email ID: hr03@k9hr.com) is looking for Stock Broker Executive As Follows: Assist clients with stock broking services, manage account-related operations, maintain accurate documentation, prepare reports using MS Office, and provide efficient administrative and client support. The role requires good communication skills, attention to detail, and a basic understanding of financial markets.
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Collection Officer - Commercial Vehicle

Sunshine Manpower Solution And Services

  • 3 - 6 yrs
  • 4.0 Lac/Yr
  • Mumbai
Hard Collection Settlement Travel Sales Negotiable Team Coordinator
Job Title : Collection Officer - Commercial VehicleExperience : 4-6 years in commercial vehicleJob Location : MumbaiRole & Responsibilities :Manage 90+ DPD delinquent accounts and achieve recovery targets.Handle vehicle repossession and coordinate with internal teams.Drive end-to-end resale of repossessed commercial vehicles.Build and maintain a network of dealers, brokers, and buyers.Monitor repo inventory, liquidation, and asset movement.Negotiate pricing to maximize recovery value.Ensure proper documentation and compliance.Qualifications & SkillsGraduate in any discipline.8-12 years of experience in Collections, Repo Resale, or Commercial Vehicle Financing.Mandatory experience in Commercial Vehicle (CV) finance.Strong negotiation, recovery, and field execution skills.Dealer/Broker network will be an added advantage.
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Urgent Requirement For Branch Manager

Sunshine Manpower Solution And Services

  • 5 - 6 yrs
  • 5.0 Lac/Yr
  • Ajmer
Branch Administration Channel Development Team Handling Sales
We are looking for an experienced Branch Manager to oversee our operations in Surat . The ideal candidate will be responsible for managing all aspects of the branch while ensuring high levels of customer satisfaction and performance.Key Responsibilities:- **Oversee Daily Operations:** Manage daily branch activities to ensure efficient service delivery, including sales, customer service, and staff management. - **Team Leadership:** Recruit, train, and supervise branch staff, fostering a positive work environment and promoting teamwork to achieve branch goals.- **Customer Relationship Management:** Build and maintain strong relationships with customers, addressing their needs and ensuring a high level of satisfaction.- **Sales Targets:** Set and achieve sales targets by developing strategies to boost revenue and market share within the branch.- **Regulatory Compliance:** Ensure all branch operations comply with company policies and relevant regulations, minimizing risk and maintaining ethical standards.- **Financial Management:** Oversee budgeting and financial reporting, ensuring the branch operates within its financial means while achieving profitability.Required Skills and Expectations:The ideal candidate should have 5-6 years of experience in branch management or a similar role. Excellent communication and interpersonal skills are essential for engaging with both customers and employees. Strong problem-solving abilities and a strategic mindset will help in addressing challenges effectively. A proven track record of achieving sales targets and managing teams is necessary. Candidates should possess a customer-centric approach and be adept at managing multiple tasks efficiently in a fast-paced environment. Proficiency in basic financial management and reporting is also required.
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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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  • 1 - 2 yrs
  • 4.0 Lac/Yr
  • Raipur
Home Loan Executive Nbfc
As a Home Loan Sales Executive in Raipur, you will play a crucial role in helping clients secure financing for their homes. You will work directly with customers to guide them through the home loan process.**Key Responsibilities:**- **Client Consultation:** Meet with potential clients to understand their financial needs and provide tailored home loan solutions, ensuring they have all necessary information to make informed decisions.- **Loan Application Processing:** Assist clients in completing loan applications and gathering required documentation, facilitating a smooth and efficient application process.- **Market Research:** Stay updated on the latest trends in the housing market and loan products to effectively advise clients on the best options available.- **Networking:** Build strong relationships with real estate agents and other industry professionals to generate leads and expand business opportunities.- **Follow-up:** Maintain regular communication with clients throughout the application process, providing updates and addressing any concerns they may have.**Required Skills and Expectations:**The ideal candidate should have a background in sales, preferably in the financial sector. Excellent communication skills, both verbal and written, are essential for building rapport with clients. Strong organizational skills and attention to detail are necessary to manage multiple applications and deadlines effectively. A proactive attitude and the ability to work independently are important, as you will be responsible for managing your own client portfolio. A good understanding of home loan products and current market trends will enhance your effectiveness in this role. Prior experience in home loan sales is preferred, but not mandatory for candidates with strong sales aptitude.
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  • 1 - 3 yrs
  • 3.5 Lac/Yr
  • Jamshedpur
Home Loan Home Loan Sales Housing Loan
URGENT WALK-IN INTERVIEW DRIVE HDFC SALES Position: Sales Officer - Home Loan Location: Jamshedpur Open Positions: 20 Department: Home Loan
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  • 0 - 1 yrs
  • 2.8 Lac/Yr
  • Berhampur
Sales BFSI Field Sales Product Knowledge Lead Generation Nbfc
Job Responsibilities for CM Identification of potential village/ area for operation through village/area survey Conducting village/area level meetings, discuss about the company and various products/ services offered. Identification of potential customers in approved village/ area for providing financial support Loan origination Completing all necessary documentations and field verifications of all potential customers who apply for loan Collection of loan recovery and deposit in the bank (no deposit required for cashless) Monitoring and follow up of loan recovery and loan utilization Adhering to rules and norms prescribed by the company Adhering to basic code of conduct and fair practices code defined for microfinance industry Maintaining healthy portfolio and 100% recovery rate Conducting pre-disbursement and post-disbursement visits Maximum customer retention and relationship management at centers Providing training to new CMs Dealing with the customers in proper manner as prescribed under code of conduct Commitment and dedication for business growth and profitability of the branch Assist the branch manager to generate new business Complying to all the requirements by the Branch and HO
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Bancassurance Manager Bancassurance
at least 6 months of experience (preferably Life Insurance Sales / Broking Channel Experience / Banking Sector - Cross selling and upselling of Financial Products / NBFC Experience)Should have experience in handling Banca channel & channel partners.Should be a localite who can speak regional languages +EnglishShould be open for a field sales role (100%).Should have very good knowledge in BFSI & Life insurance products and business.Should be able to explain current role effectivelyAge - 35yrs Max (kindly check for any age deviation)Qualification - Graduation Benefits - Salary + Performance based incentives.Mandate Two wheeler
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General Insurance Back Ground in Sales Deputy Officer Deputy Manager Walk in
Experience in for handling business of motor , health and SME lines.Motor and Health insurance knowledge.Work in team and cross functional environment and with HDFC bank channel partner.Can travel between bank branches
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Bancassurance Manager

Concordant Solutions

Communication Skills Experience Related to Banca Channel Bancassurance Work From Home Walk in
Engagement with HDFC Bank Branch stakeholders getting leads and driving business through them, Attending Morning huddle at Bank Branches.Doing Fresh Health, Motor and home insurance of business GWP across cluster of Bank Branches.Maintaining Renewal percentage across BranchesTo maintain Branch Activation of Bank cluster branches with Health and Non health business
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Looking For Chief Finance Officer

Connexions Management Consultants

  • 13 - 23 yrs
  • 50.0 Lac/Yr
  • Jaipur
Chief Finance Officer Finance Manager Group Finance Manager Commercial Director Financial Control Strategic Planning Finance
responsibilities of finance & accounts department Finalization of Financial Statements of the Company Dealing with Banks for arranging loan and managing working capital Liasioning with Government department, compliance of Legal and statutory and tax matters including GST,Income Tax etc. Financial and Business Planning , managing cash flow, Receivables and Payable management, Cost reduction Inventory management , Fixed assets management , Budgeting, and MIS work
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Chief Finance Officer

Connexions Management Consultants

  • 10 - 20 yrs
  • 35.0 Lac/Yr
  • Jaipur
Chief Finance Officer Finance Manager Group Finance Manager Commercial Director Financial Control Strategic Planning Finance
responsibilities of finance & accounts department Finalization of Financial Statements of the Company Dealing with Banks for arranging loan and managing working capital Liasioning with Government department, compliance of Legal and statutory and tax matters including GST,Income Tax etc. Financial and Business Planning , managing cash flow, Receivables and Payable management, Cost reduction Inventory management , Fixed assets management , Budgeting, and MIS work
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Looking For Finance Manager

Connexions Management Consultants

  • 8 - 14 yrs
  • 13.0 Lac/Yr
  • Jaipur
Taxation Treasury Bank Accounting Banking Finance Trade Finance Finance Analyst Senior Finance Manager Walk in Financial Planning Corporate Finance Financial Reporting Financial Modelling Finance Trade Finance Management Legal Compliance
Responsible for Account Payable/ Cash Management and Bank dealing Cash and Fund Flow Management, Cost and Credit Control and Inventory Accounting and Cost Management.# Finalization of Accounts, preparation of financial statements, business activity reports, MIS Reports, Budgeting and forecasts.Monthly preparation of cash flow statements Regular review of investment of spare funds to ensure effective utilisation of funds including keeping track of interest rates to maximize the interest revenue.
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