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

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  • 3 - 9 yrs
  • 6.5 Lac/Yr
  • Delhi NCR
Microsoft Excel Tally ERP Microsoft Word Costing Manager
We are looking for a skilled Estimation Engineer to join our team in Delhi NCR. This position is ideal for a female candidate with 3 to 9 years of experience and a diploma in a relevant field. The selected candidate will play a crucial role in project estimation and cost analysis.nnKey Responsibilities:nn- Project Estimation: Prepare detailed estimates for projects by analyzing blueprints, specifications, and other related documents. This will ensure accurate budgeting and resource allocation.n n- Cost Analysis: Evaluate various cost components and assess market prices to ensure competitiveness. This helps in maintaining cost efficiency for the projects.n n- Collaboration: Work closely with project managers and other stakeholders to gather necessary information for estimates and ensure alignment throughout the estimation process.nn- Reports and Proposals: Develop and present comprehensive reports and proposals based on estimations. This documentation is essential for project approval and securing resources.nnRequired Skills and Expectations:nnCandidates should have strong analytical skills, attention to detail, and the ability to work independently as well as part of a team. Proficiency in estimation software and tools is expected. Additionally, the ideal candidate should be well-versed in construction and engineering practices, possess excellent communication skills, and demonstrate a proactive approach to problem-solving. The role is full-time and requires working from the office.
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Sales Consultant Cum Purchase Officer

Sai Ram Agritech Private Limited

  • 3 - 5 yrs
  • 3.0 Lac/Yr
  • Rampura Phul Bathinda
Sales Coordinator Stock Control Team Coordinator MS-excel
Coordinate with the Sales Team regarding sales targets, achievements, schemes, orders and pending requirements.Collect, maintain and regularly update sales targets and performance records of Sales Team members.Prepare and maintain sales reports, order status and other sales-related MIS reports.Coordinate with the Accounts Department regarding price lists, outstanding/debtors and other sales-related matters.Circulate updated price lists, schemes, offers and other important information to the Sales Team.Coordinate with the Advertisement/Marketing Team for product advertisements, promotional activities and sales materials.Prepare and circulate sales schemes as requested by the Sales Team and ensure timely communication to concerned team members/distributors.Coordinate with warehouses/godowns and Sales Teams to ensure timely availability and dispatch of products.Follow up on pending orders and coordinate with concerned departments for timely execution.Maintain proper records of distributors/dealers, sales orders, schemes and related documents.Provide regular updates to management regarding sales coordination activities and pending matters.Handle day-to-day purchase activities for raw materials, packing materials, office requirements and other company requirements.Prepare Purchase Orders (POs) and ensure proper approval before placing orders.Coordinate with vendors regarding order confirmation, dispatch and delivery.
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  • Fresher
  • 1.8 Lac/Yr
  • Chandigarh Sector 23
Clerical Work Office Work Front Office Work
We are looking for a Front Office Cashier to join our team in Chandigarh Sector 23. This is a full-time position suitable for freshers, and candidates should have completed their 12th grade. The role is ideal for males, and basic computer knowledge is required.Key responsibilities include managing financial transactions at the front office and ensuring accurate processing of payments. The cashier will assist in maintaining a tidy and organized front desk area, providing a welcoming environment for clients. You will also handle customer inquiries with a positive and helpful attitude.Candidates should possess basic computer skills, as this role requires using software for transactions and record-keeping. Good communication skills are essential for interacting effectively with customers and team members. Attention to detail is important to ensure accuracy in cash handling and documentation.There are no specific targets involved in this role, allowing you to focus on providing excellent service without pressure. You will work from our office in Chandigarh Sector 23, adhering to the designated working hours and schedule set by the company. This position gives you the opportunity to grow and learn in a supportive environment, making it a great entry point into the hospitality or retail industry.
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  • 0 - 3 yrs
  • Navi Mumbai
Personal Loans Professional Communication
IDFC - Personal Loan (PL) Hiring Versant 4 - Fresher Candidates Freshers & Experienced Candidates can apply Good Communication Skills Required Salary: NAPS: 21,000 In-Hand CTC Role: 22,000 18,600 In-Hand Shift: 9:30 AM - 6:30 PM Week Off: Sunday Fixed Perks: Free Pick & Drop from Thane Station, starting from the training period itself Immediate Hiring - Limited Openings! Interested candidates can share their CVs / contact for further details.
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Financial Consultant/Advisor

The Coverage Canvas

  • 2 - 8 yrs
  • Gurgaon
Remote Team Building Negotiation Skills
We are inviting interested individuals to attend a FREE Online Career Webinar to learn about a flexible opportunity to work as a Financial Consultant, with the potential to grow into a Team Leader role.This is a 100% online, work-from-anywhere opportunity with flexible working hours. It can be pursued alongside your current job, business, studies, family responsibilities, or other commitments. No previous experience is required, people from any educational background can apply, and there is no upper age limit. Relevant training and guidance will be provided.Please note that this is not a regular fixed-salary job. It is a financial-consulting opportunity with performance-based earnings and incentives.The webinar will explain the nature of the work, responsibilities, online training and onboarding, compensation and incentives, client development, team-building opportunities, eligibility requirements, and the growth path.FREE ONLINE CAREER WEBINARDate: Saturday, 3rd OctoberTime: 5:00 PM ISTMode: OnlineFee: FREEIf you would like to attend, please send a message FC Webinar to WhatsApp +91 85878 0366. Details required for Webinar registration are full name, city of residence, age, email address, and current occupation/status. The webinar link and further details will be shared with you on WhatsApp. If you are unable to attend this webinar, you may WhatsApp the same number to receive details of the next available session.The training is also conducted online, so there is no requirement to visit the office personally.Warm regards,The Coverage CanvasUnderstand. Protect. Plan Ahead.
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  • Fresher
  • Yamunanagar
Market Research Investment Advisory Teamwork Wealth Management
As a Financial Service Consultant, you'll be responsible for advising clients on the advantages of insurance and related financial services. This full-time role allows you to work from home, making it a flexible opportunity for freshers with a minimum education of 12th pass. Key responsibilities include providing financial advice to clients, highlighting the benefits of insurance products, and building strong client relationships. You will have the opportunity to earn commissions and participate in trips both nationally and internationally. To succeed in this position, you should possess strong communication skills, a good understanding of financial services, and the ability to work independently. A proactive approach to learning and adapting to clients' needs is essential. Both male and female applicants are welcome.Additionally, while fieldwork and travel are integral, you should ensure you have access to a mobile device. Documentation related to your advisory work will be necessary, and strong organizational skills will help in managing client information efficiently. This role is ideal for those looking to embark on a career in the financial services sector, as it offers a chance to develop valuable skills while providing essential guidance to clients.
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  • 1 yrs
  • 7.0 Lac/Yr
  • Patliputra Colony Patna
Insurance Sales Marketer
Life Planning Officer / Wealth Insurance ManagerInduslnd Nippon life insurance Face-to-Face Direct channelSalary upto 30% hike including incentives and many more perksConnect directly with potential clients to understand their financial and life protection needs.present wealth management solutions.Prior experience in Insurance, Banking, NBFC or financial sales preferred.Benefits:Health insuranceLife insurancePaid sick timePaid time offProvident FundEducation:Bachelor's (Preferred)Experience:insurance: 1 year (Preferred)Location:Patliputra Colony, Patna, Bihar (Preferred)Work Location: In person
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  • 15 - 20 yrs
  • 18.0 Lac/Yr
  • Chandigarh
Financial Planning Corporate Finance Treasury Trade Finance Management Finance Financial Reporting Legal Compliance Financial Modelling Banking Finance Accounts Tally
Key Responsibilities: Oversee full cycle accounting functions, including accounts payable, and accounts receivable. Ensure compliance with Indian tax authorities Lead all financial planning and analysis, including forecasting, budgeting, and cash flow managementSpecific Job Knowledge, Skill, and Ability:The individual must possess the following knowledge, skills, and abilities and be able to explain anddemonstrate that he, she, or they can perform the job's essential functions: Requires the ability to learn, and manage the responsibilities of the position Requires working knowledge and application of accounting principles, managerial accounting. Ability to work collaboratively and act in a lead role within a team environment Requires the ability to direct, train, and coordinate staff and establish and maintain cooperativeworking relationships with the team, contractors, and other third-party representatives Demonstrated ability to respond effectively to multiple priorities and respond in a dynamic workenvironment Requires the ability to develop and administer budgets Take the initiative and ownership of projects, assignments, and programs in their entirety Ability to make interpret, problem-solve and make decisions based on analytical data Ability to routinely and independently exercise sound judgment in decision-making Excellent communication, presentation, analytical, planning, and process developmentskills Ability to maintain confidentiality and effectively handle sensitive information with sound judgment,tact, and discretion Proficiency in Microsoft Suite applications and other key toolsMinimum Qualifications: The Head of Finance must have a degree in Accounting, Finance, Business, or other related field. Minimum of two years of experience managing direct reports Working knowledge and business application accounting principles, managerial accounting, andfinance principles Demonstrated history of strong project management and organizational skills; ability to independentlymanage and prioritize multiple projects and tasks with exceptional attention to detail Demonstrated strength in team management; passion for supporting and developing staff;strongability to motivate team members and assess performance Oversee company billing, collections, monthly bank account, and cash flow on a day-to-day basis Maintain efficient control over assets, liabilities, revenue, and costs, ensuring compliance with keyrequirements Maintain control overthe assets, liabilities, income, and expenditures and provide management with anoverview of the overall performance of the organization Liaise withboth Internal and External Audit and Compliance Reviews, ensuring that aneffective programof organization auditis in place and corrective action is promptly taken where required. Ensures Directors receive timely monthly reports and collaborates with them to ensure financial, andoperational performance. Prepare monthly, quarterly, and end-of-year financial reportsfor business reviews. Handle investments and assess/mitigate organizationalrisks Work cross-functionally with the leadership team to support any financial or claim inquiries Actively take part in training the team to ensure that all team members are of the same standard Lead a team of 4 Accounts Officers and be responsible fortheir performance & the overall finance dept. Track financial transactions via the internal purchase ordersyst
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  • 30 - 31 yrs
  • 15.0 Lac/Yr
  • Kolkata
Manager Leadership Man Management Consultant Associate Senior Manager Team Leader Leadership Skills Team Building
Hiring: Financial Consultant / Sr. AssociateWe are inviting energetic, ambitious graduates for a Leadership Role in Financial Services.Eligibility:Graduate (any stream), good communication, leadership passion, self-driven. Managerial experience is a plus.We Offer:Leadership training, fast career growth, supportive culture, attractive remuneration+ bonus + commission + incentives.Role:Lead team & manage client portfolio.Location:6 Raja S.C. Mallick Road, Above Bandhan Bank, 4th Floor, Near 8B Bus Stand, Jadavpur, Kolkata.Confirm your availability to discuss remuneration & career goals.Souvik Ghosh Manager - 9875680828
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12th Pass Freshers For Billing Executive

Nishanth Consultancy Service Erode

  • 0 - 6 yrs
  • 3.0 Lac/Yr
  • Kodumudi Erode
Billing Staff Purchase Executive Accounts Incharge
We are seeking dedicated Department Billing Staff for our super departmental store located in Kodumudi, Erode. This full-time position is suitable for both experienced candidates and freshers.In this role, your main responsibilities will include accurately processing customer transactions, which involves operating billing systems and handling payments. You will assist customers with any inquiries during their shopping experience and ensure that all items are scanned and billed correctly. Additionally, you may be involved in inventory management and assisting with stock purchases.Candidates applying for this position should have completed at least their 12th grade and can have up to six years of experience in similar roles. We expect you to have a basic understanding of billing software and point-of-sale systems. Strong numerical skills, attention to detail, and customer service abilities are crucial for success in this role. You should be comfortable working in a fast-paced environment, and your daily tasks will require standing for extended periods. This role is office-based, and you will work primarily in shifts during store hours. We value punctuality and a positive attitude towards teamwork and customer satisfaction. If you are enthusiastic about contributing to a dynamic environment and are located in or near Kodumudi, Erode, we encourage you to apply.
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Hiring For Loan Processor

Anika Global Solutions

  • 1 - 3 yrs
  • Hyderabad
Loan Documentation Loan Servicing Loan Approval Time Management
The Loan Processor will be responsible for verifying customer documents for loan applications, ensuring compliance and accuracy. This position requires coordination with customers to obtain any pending documents and updating the verification status in the system. Additionally, the Loan Processor will support the team in completing the loan process efficiently.Key Responsibilities include:- Verifying customer documents: Responsible for checking the accuracy and completeness of documents submitted by customers for loan applications.- Coordinating with customers: Engage with customers to follow up on any missing or incomplete documentation, ensuring the loan application process is smooth and timely.- Updating verification status: Maintain accurate records in the system regarding the status of verification, providing clear communication within the team.- Supporting the loan process: Assist team members to facilitate a streamlined loan processing operation.Required skills and expectations for this role include:- Excellent attention to detail to accurately verify documents and ensure compliance.- Strong communication skills to effectively interact with customers and team members.- Problem-solving abilities to address any issues that may arise during the verification process.- Proficient computer skills to navigate and update the loan processing system.The role is full-time and located in Hyderabad, India. A graduate degree is required, along with 1 to 3 years of relevant experience. The work environment is office-based, and no specific travel or field work is mentioned for this position.
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  • 7 - 12 yrs
  • 32.5 Lac/Yr
  • Mumbai
Books Of Accounts Consolidation Accounting Direct Tax GST SAP
Indian Accounting Standards (Ind AS) & IFRS: Expertise in financial reporting, consolidation, disclosures, and regulatory compliance. Financial Consolidation & Group Reporting: Managing multiple subsidiaries, joint ventures, associates, and preparing consolidated financial statements. Financial Statements & Closing Process: Balance Sheet, P&L, Cash Flow preparation, month-end/year-end closing, and audit readiness. Taxation, Audit & Regulatory Compliance: Direct tax, GST, statutory audits, internal audits, Companies Act compliance, and regulatory filings. ERP & Financial Systems Expertise: SAP (FI/CO), , financial reporting tools, and strong Excel/Power BI skills.
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Walk-In For Insurance Advisor (1-5 Years)

Tata Aia Life Insurance Company Limited

  • 1 - 5 yrs
  • Bhubaneswar
Marketing Life Insurance Insurance Positive Attitude Sales Good Communication
We are seeking a dedicated Insurance Advisor to join our team in Bhubaneswar. This full-time position is ideal for individuals with 1 to 5 years of experience in the insurance sector. As an Insurance Advisor, you will play a crucial role in assisting clients with their insurance needs.nnKey Responsibilities:nn1. Client Consultation: Engage with clients to understand their insurance needs and provide them with tailored solutions.n2. Policy Recommendations: Recommend appropriate insurance policies based on clients requirements, ensuring they understand the features and benefits.n3. Documentation Assistance: Help clients complete the necessary paperwork and guide them through the application process.n4. Claims Support: Assist clients in the claims process, ensuring they have the necessary information and resources to navigate their claims efficiently.n5. Market Research: Stay updated on insurance products and market trends to offer informed advice and stay competitive in the industry.nnRequired Skills and Expectations:nnThe ideal candidate should possess excellent communication skills to effectively convey complex information. Strong interpersonal skills are crucial for building trust and rapport with clients. A background in customer service or sales will be advantageous. Candidates should be proactive, detail-oriented, and capable of working well in a team environment. A minimum education of 12th grade is required, and a willingness to learn about various insurance products is essential. Being based in Bhubaneswar and working from the office is mandatory for this role.
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  • 2 - 5 yrs
  • 3.3 Lac/Yr
  • Delhi NCR
Billing Executive Estimation & Billing Engineer Rate Analysis Quantity Estimation
We are seeking a dedicated Billing Engineer with 2 to 5 years of experience to join our team in Delhi NCR. This full-time position requires a graduate male candidate who is punctual and energetic.In this role, the Billing Engineer will be responsible for managing billing processes efficiently. This includes preparing and reviewing bills, ensuring accuracy in financial documentation, and maintaining detailed records of transactions. The engineer will work closely with internal teams to resolve any discrepancies, contribute to budgeting processes, and ensure adherence to billing guidelines. Candidates must possess good experience with billing systems and demonstrate proficiency in relevant software. The role demands strong organizational skills to handle multiple tasks effectively. Additionally, the Billing Engineer will be expected to work from the office, engaging collaboratively with colleagues.The ideal candidate should be adept at creating clear documentation and have excellent attention to detail. Strong communication skills are essential for liaising with various departments and addressing customer queries related to billing. As a Billing Engineer, fieldwork may be required occasionally, and a mobile device is typically necessary for communication. The work schedule will adhere to standard business hours, with flexibility for additional tasks as needed. Overall, this position offers a unique opportunity for candidates who thrive in a dynamic work environment and are passionate about billing and financial processes.
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  • 1 - 3 yrs
  • 6.0 Lac/Yr
  • Agra
Regulatory Compliance Banking Operations Digital Communication Corporate Banking Presentable Problem Solving Public Relation
Job Purpose:We are seeking a highly articulate, confident, and detail-oriented Relationship Manager to manage client onboarding, portfolio verification, and partner bank operations. The ideal candidate will act as the primary bridge between our High-Net-Worth (HNI) / corporate wealth clients and partner banks, handling end-to-end account verification and resolving strict compliance queries to ensure swift account and portfolio activation.Key Responsibilities: Bank Liaisoning & RM Coordination: Act as the primary corporate face of Vertex to coordinate directly with Bank Relationship Managers (RMs), Compliance Hubs, and Branch Managers for seamless account verification. KYC & AML Compliance Management: Review, validate, and verify complex corporate and individual KYC documentation in strict accordance with RBI guidelines and Anti-Money Laundering (AML) standards. Corporate Structure Verification: Expertly manage documentation for diverse business entities, including tracking Ultimate Beneficial Owners (UBOs), Shareholding Patterns, Board Resolutions, and PEP statuses. Query & Discrepancy Resolution: Confidently address, clarify, and resolve legal, documentation, or operational queries raised by bank compliance desks during the client onboarding stage. Turnaround Time (TAT) Optimization: Proactively track the status of portfolios under verification, manage deferrals, and execute swift follow-ups to minimize rejection rates and accelerate activation. Relationship Management: Build and maintain active professional rapport with multiple banking partners to establish strong escalation paths for high-priority wealth clients.Required Skills & Qualifications: Education: Bachelor's degree in Commerce, Finance, Business Administration, or a related field. Experience: 2-5 years of experience in Wealth Management Operations, Bank KYC/AML Compliance Desks, or Premium Client Onboarding. Core Knowledge: In-depth understanding of Customer Due Diligence (CDD), Enhanced Due Diligence (EDD), and standard corporate documentation (MOA, AOA, GST, Partnership Deeds). Communication Skills: Exceptional verbal and written English communication skills, with the corporate vocabulary and confidence required to interface effectively with senior bank officials.
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  • 0 - 1 yrs
  • 3.0 Lac/Yr
  • Atladra Vadodara
Microsoft Word Microsoft Excel English Typing Insurance MS Office Outlook Professional Communication Quick Learner Problem Solving Email Writing Compliance Documentation General Insurance
As an Insurance Adviser Support, you will play a vital role in assisting insurance advisers in managing their daily responsibilities. Your primary focus will include supporting insurance applications, servicing policies, and handling renewals. You will also review client documents and assist with claims processes while ensuring effective communication with insurers. Maintaining accurate records to track these activities will be essential.Key Responsibilities:You will support the insurance adviser by managing applications and ensuring timely servicing of policies. Reviewing client documents is critical to ensure accuracy and completeness. Assisting with claims will involve coordinating necessary details and communicating effectively with clients and insurers. Ensuring all records are maintained accurately is vital for compliance and operational efficiency.Required Skills and Expectations:Candidates should have completed their 12th grade of education. Although no prior experience is required, strong organizational and communication skills are essential. You should possess a keen attention to detail to effectively review documents and maintain records. Being proactive and able to work in a team environment is crucial. You are expected to work full-time and report to the office located in Atladra, Vadodara. The role requires dedication and a positive attitude to support insurance advisers effectively in their daily tasks.
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Hiring For Cashier

All in One Bazaar

  • 1 - 7 yrs
  • 1.8 Lac/Yr
  • Lucknow
Customer Handling Counter Sales Cash Collection Cash Handling
We are looking for a reliable Cashier to manage transactions and serve customers effectively in our Lucknow office. The ideal candidate should have experience in handling payment processes and possess excellent customer service skills.Key Responsibilities:- Manage Transactions: Accurately process cash, credit, and debit transactions for customers, ensuring all payments are processed in a timely manner.- Customer Service: Greet customers warmly and assist them in their purchasing decisions, ensuring a positive shopping experience.- Maintain Records: Keep accurate records of transactions, including sales and returns, to help with inventory management and financial reporting.- Handle Queries: Address any customer queries or concerns regarding payments or products, providing helpful and informative responses.Required Skills and Expectations:Candidates should have completed at least the 12th grade and have 1 to 7 years of experience in a cashier role or similar position. Strong numeric skills and a keen eye for detail are essential to handle cash accurately. Excellent communication skills are necessary for effective interactions with customers, as is the ability to remain calm under pressure. Candidates should be comfortable working in an office environment and should display a friendly demeanor, as customer satisfaction is a priority. Flexibility in working hours and a commitment to adhering to company policies are also expected.
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  • 5 - 6 yrs
  • 2.3 Lac/Yr
  • Rajkot
Billing Software Invoicing Customer Service Time Management Microsoft Excel Accounting
K9HR SOlUTIONS, Nidhi Jethva(HR Manager - Mo. No. 93134 66308 Email ID : hr02@k9hr.com) is looking for a Billing Assitant to join our team in Rajkot.Job Description: The lady needs to take care of the billing counter.Additionally, she needs to interact with the customers andhandle general queries raised by the customer. Handlethe phone calls.Key Skill Required in Candidate: Good communication skills. Basic knowledge of computer. Candidate having knowledge of accounting softwarewill be given higher priority Being talkative and a bit descriptive in explaining, ispreferred. Basic English and command over Gujarati
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Looking For Relation Manager

DS Infinity Solutions

  • 1 - 4 yrs
  • 6.0 Lac/Yr
  • Delhi NCR
Client Acquisition Presentable Customer Relationship Negotiation Skills Communication Public Relation Interpersonal Skills
* Handle and maintain strong relationships with clients and business partners.* Communicate with clients and partners regularly to understand their requirements.* Conduct regular follow-ups with clients, partners, and leads.* Travel for client/partner meetings, business visits, and field work as required.* Arrange and attend face-to-face meetings with partners and clients.* Communicate directly with students, understand their queries, and provide appropriate guidance.* Coordinate between students, partners, clients, and the internal team.* Develop new partner/client relationships and maintain existing ones.* Follow up on leads and ensure timely completion of pending requirements.* Maintain records of meetings, visits, follow-ups, and business activities.* Submit regular updates and reports to the management regarding visits, meetings, follow-ups, and progress.Office work
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  • 1 - 7 yrs
  • 6.0 Lac/Yr
  • Kalyan Thane
Mortgage Loans Home Loan Executive
We are seeking a Loan Officer to handle home loans and mortgage loan sales. This full-time position is based in Kalyan, Thane.In this role, you will engage directly with clients to understand their loan requirements, provide suitable options, and guide them through the application process. You will be responsible for evaluating loan applications, ensuring all necessary documentation is complete, and making recommendations based on each applicant's financial profile.Key responsibilities include:- Assisting clients in selecting appropriate home and mortgage loans, providing expert advice tailored to their needs.- Evaluating loan applications for accuracy and completeness, and conducting follow-ups to ensure timely processing.- Maintaining accurate records of client interactions to facilitate efficient servicing and documentation.Candidates should possess a graduate degree and ideally have 1 to 7 years of experience in the loan or financial sector. Strong communication skills are essential, along with a customer-focused attitude.Additionally, you should be comfortable with field work, and may need to travel for client meetings. A valid driving license is required, and familiarity with using a laptop and mobile device for your day-to-day tasks is expected. This position requires your presence at the office in Kalyan, Thane during regular working hours, with a fixed schedule to support client needs.
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Insurance Sales Positive Attitude Direct Marketing Team Building
ITS an Health insurance sales job .No target part time .Commission based work.
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Sales Person
Its a commission based job in a well reputed company.Its not network marketing.Its a insurance base product and good commission certificate foreign trips and also job offer available
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  • 1 - 2 yrs
  • Rajkot
General Insurance Finance Life Insurance Insurance Sales Sales Client Counselling Sales Executive Telesales Executive Target Achievement Sales Achievement Sales Target Insurance Sales Executive Lead Generation Sales Lead Generation CRM Executive Negotiation Skills Sales Marketing Insurance
K9HR SOLUTIONS, Riya Khushalani (HR Manager - Mo. No. 91062 25460 Email ID: hr05@k9hr.com) is looking for an Insurance Executive to handle customer inquiries, explain insurance products, generate leads, coordinate with clients, and support the complete insurance sales process. The candidate should have good communication and convincing skills with a customer-focused approach.Key Responsibilities:Generate and follow up on insurance leads.Explain insurance plans, policies, benefits, and terms to customers.Handle customer queries and provide suitable insurance solutions.Coordinate with clients for documentation and policy processing.Maintain regular follow-ups with prospective and existing customers.Achieve assigned sales and business targets.Maintain customer records and sales reports.
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Relation Manager (Male)

DS Infinity Solutions

  • 2 - 4 yrs
  • 5.0 Lac/Yr
  • Delhi NCR
Client Relation Problem Solving Good Communication Skills Troubleshooting Skills Analytical Skills
Build and improve relationships with customers, key suppliers and partners.Review company practices to ensure clients get maximum satisfaction from their purchases.Identify potential opportunities and inform the sales team to follow up.Educate and inform clients about the company
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  • 2 - 5 yrs
  • 3.5 Lac/Yr
  • Ludhiana
Tally Rate Analysis Journal Entries Challan Entries Cash Handling Billing Invoice Billing Process Invoice Processing
* Billing Executive Location : CHD Road, Ludhiana Experience : 2-5 Years Package : Negotiable (As per Last CTC)Billing Executive Location : CHD Road, Ludhiana Gender : Female Preferred Experience : 2-5 Years Package : Negotiable (As per Last CTC) Timings : 10:00 AM - 07:00 PMKey Responsibilities1. Handle end-to-end billing and invoicing activities.2. Prepare, verify, and process invoices accurately.3. Maintain billing records and perform invoice reconciliation.4. Good knowledge of MS Excel and billing/accounting software.5. Strong numerical and analytical skills.
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