Insurance Manager 12th Pass Jobs in Kolkata

As a Financial Planner, you will play an essential role in helping clients manage their finances and plan for the future. **Key Responsibilities:**- **Client Consultation:** Meet with clients to understand their financial goals and needs, ensuring personalized advice and planning.- **Financial Analysis:** Review clients financial situations by evaluating their income, expenses, investments, and savings. This analysis helps in identifying strengths and areas for improvement.- **Investment Planning:** Recommend suitable investment options based on clients risk tolerance and goals, helping them to make informed decisions to grow their wealth.- **Retirement Planning:** Assist clients in developing effective retirement strategies to ensure they have adequate savings and investments for their future.- **Budgeting Assistance:** Guide clients in creating budgets that align with their financial priorities, facilitating better money management.- **Regular Monitoring:** Continuously track and review clients financial plans, making necessary adjustments based on changes in the market or clients' life situations.**Required Skills and Expectations:**Candidates should have strong communication skills to build trust and rapport with clients. A keen interest in finance and investment is crucial for success in this role. Attention to detail is essential when reviewing financial documents and creating plans. Basic analytical skills will help in evaluating clients financial conditions effectively. Candidates must be willing to engage in ongoing learning to stay updated on financial trends and regulations. Prior experience is not necessary, but a proactive attitude and a willingness to learn are highly valued.

We are seeking a motivated Business Development Manager to join our team in Ballygunge, Kolkata. This entry-level role is ideal for enthusiastic individuals looking to grow their careers in business development.Key Responsibilities:1. **Market Research**: Conduct thorough research to identify potential clients and market trends, helping to develop strategies that attract new customers.2. **Lead Generation**: Generate leads through various channels, including networking, social media, and email outreach, to build a strong pipeline of opportunities.3. **Client Engagement**: Build and maintain relationships with potential clients by understanding their needs and providing tailored solutions to meet their goals.4. **Sales Presentations**: Prepare and deliver compelling presentations to potential clients, showcasing our products and services effectively.5. **Collaboration**: Work closely with team members from different departments to align strategies and ensure successful execution of business plans.Required Skills and Expectations:Candidates should have strong communication and interpersonal skills, as this role involves engaging with clients and collaborating with colleagues. A proactive attitude and the ability to work independently from home are essential. Basic knowledge of marketing and sales principles is preferred but not mandatory. A willingness to learn and adapt in a fast-paced environment is crucial for success. Candidates should be detail-oriented and capable of managing multiple tasks effectively.

We are seeking a dedicated Manager Business Partner to enhance our operational success in Kolkata. This role is ideal for individuals with a passion for business development and stakeholder engagement. Candidates should have a proactive approach and excellent communication skills.Key Responsibilities:1. **Stakeholder Engagement**: Build strong relationships with clients and partners to understand their needs and align our services accordingly.2. **Business Development**: Identify growth opportunities in the market and develop strategies to attract new clients while retaining existing ones.3. **Data Analysis**: Analyze business performance metrics to provide insights and recommendations for improvement.4. **Project Management**: Oversee various projects to ensure they are completed on time and within budget, coordinating with different teams as needed.5. **Reporting**: Prepare and present reports on business performance, opportunities, and challenges to senior management.Required Skills and Expectations:Ideal candidates should possess excellent communication and interpersonal skills, enabling effective relationship-building. A strong understanding of business processes and a willingness to learn about market trends are essential. The ability to work independently and manage time efficiently is crucial. Candidates should be comfortable with data analysis and have a basic understanding of project management principles. Flexibility and adaptability in a dynamic work environment will be highly valued. A proactive attitude combined with a willingness to embrace challenges is important for this role.

- Conduct research and development activities to support the creation of new products and technologies:Responsible for conducting research on market trends, competitor analysis, and consumer preferences to identify opportunities for innovation.- Collaborate with cross-functional teams to develop new products and improve existing ones:Work closely with product development, marketing, and manufacturing teams to streamline the product development process and ensure successful product launches.- Design and execute experiments to test new ideas and technologies:Develop experimental protocols, analyze data, and draw conclusions to inform decision-making regarding product development strategies.- Stay up-to-date on industry trends and advancements in relevant technologies:Monitor industry publications, attend conferences, and network with professionals to stay informed about the latest developments in research and development.- Support the documentation of research findings and project progress:Maintain accurate records of experimental results, prepare reports, and present findings to key stakeholders in the organization.Required Skills and Expectations:- Strong analytical and problem-solving skills.- Good communication and collaboration abilities.- Detail-oriented with excellent organizational skills.- Ability to work independently and as part of a team.- Proficiency in Microsoft Office applications.- Willingness to learn and adapt to new technologies and methodologies.

Recruiting and Managing team of financial advisors/agents. Managing the complete life cycle of financial advisors/agents e.g., Meeting and interacting with them on regular basis Training the financial advisors/agents on our app for servicing their customers in most efficient and effective manner Driving partners for higher productivity and focus on renewals and ensuring that focus is not diluted. Achievement of Monthly/Quarterly/Yearly targets as assigned by the manager/organization from time to time. Understanding and aligning with companys policies and ensure full compliance. Maintaining the highest level of business hygiene. Identifying new approaches to enhance reach and generate more sales in the assigned region. Working on distribution of Motor, Life & health Insurance and loans, credit card, NPS, etc and products as and when introduced by the organization.

The Insurance Sales Manager will be responsible for leading a team of sales agents to achieve insurance sales targets. This includes developing sales strategies, training team members, and managing client relationships. The manager will also be in charge of analyzing sales data and providing regular reports to upper management to track performance and make adjustments as needed.Key Responsibilities:- Leading and motivating a team of sales agents to achieve targets.- Developing and implementing sales strategies to increase revenue.- Training team members on product knowledge and sales techniques.- Managing client relationships and providing excellent customer service.- Analyzing sales data and trends to identify opportunities for improvement.Required Skills and Expectations:- Excellent communication and leadership skills.- Proven track record in insurance sales.- Strong analytical and problem-solving abilities.- Ability to work well under pressure and meet deadlines.- Knowledge of insurance products and industry trends.- Ability to mentor and coach team members to success.

Tele Calling Job, Direct Company No Charges

*Shriram Fortune's SLIC*Shriram Fortune Solutions and SLIC is part of the Shriram Group, a leading financial services conglomerate in India. The company specializes in financial advisory and distribution services, offering a wide range of investment, insurance, and wealth management products to help customers achieve financial security and growth.*Website:* www.shriramfortune.in ** www.shriramlife.com*Designation:* *Wealth Manager**Job Profile:*The Wealth Manager will be responsible for team recruitment, team handling, and team development to drive sales and achieve business targets. The role involves managing a team of financial advisors and ensuring high levels of productivity, customer satisfaction, and revenue generation.*Key Responsibilities:*Team Recruitment & DevelopmentRecruit, train, and groom a team of financial advisors and relationship managers.Ensure proper onboarding, product training, and motivation of team members.*Team Handling:* Lead, monitor, and guide the team to achieve individual and team sales targets.Review team performance periodically and take corrective actions for improvement.*Compliance & Reporting:*Ensure adherence to company policies, IRDAI regulations, and compliance guidelines.Prepare and submit daily, weekly, and monthly sales reports of your team to management.*Key Skills & Competencies:*Strong leadership and team management skills.Excellent communication and interpersonal abilities.Knowledge of financial products (life insurance, investments, mutual funds).Ability to train, motivate, and retain high-performing teams.*Compensation:*Competitive salary with attractive performance-based incentives.

Product Presentation:Explain insurance products: Provide detailed information about insurance plans, coverage, premiums, benefits, exclusions, etc.Suggest suitable plans: Based on the customers requirements, recommend the right insurance plan that meets their needs.3. Sales and Conversion:Close sales: Persuade and convert prospects into customers, ensuring they understand the terms and conditions before purchase.Provide quotes: Offer premium quotations and any promotional offers.4. Follow-ups and Reminders:Follow-up calls: Call customers who have shown interest but havent yet purchased a policy. Regularly follow up to convert the lead into a sale.Policy reminders: Remind customers about policy renewals, premium dues, or any changes in their policy.5. Handling Objections:Overcome resistance: Address customer concerns, doubts, or objections related to premiums, coverage, or any other aspects.Negotiation: In some cases, negotiate premiums, payment terms, or other policy features.6. Customer Service:Answer queries: Address any questions or doubts regarding existing policies.Provide support: Assist with claims or provide additional details about the policy.7. Data Maintenance & Reporting:Maintain accurate records: Keep customer data and interaction history up-to-date in the CRM system.Provide sales reports: Report daily or weekly sales figures, leads generated, and other performance metrics to the manager or team leader.8. Compliance and Ethics:Adhere to regulations: Ensure all sales activities comply with insurance industry regulations and ethical guidelines.Disclosure: Provide clear and transparent information about the policy terms and conditions to avoid future disputes.FOR MORE DETAILS FEEL FREE TO CONTACT ON THE HR DEPARTMENT.6291764734 (11AM TO 5PM)

*Company Name: HDFC Life insurance co. ltd*Designation: Business Development ManagerJob Description Recruit the team of advisors. Train and motivate them. Guiding the Team to sell the products on the market. Driving sales through advisors, for the company. Team Management and team handling.

**Urgent Hiring Work from Office**Star InsuranceBRIEF Star Health Insurance Policy Office desk sales (no Field Work). Policy Insurance and sales experience will be appreciated. Fixed shift 10a.m - 7p.m (Rotational Week Off). Salary will be negotiable as per experience and communication. Both Freshers and Experience are eligible. Both Undergraduate and Graduate are eligible. Salary range will be 16k - 20k. Location - KOLKATA December'24 will be your month of joining. Open Positions 60SalaryLPA 1,92,000 > 16,000 (Fresher) 2,52,000 > 21,000 (Experience)NOTE - SALARY WILL BE NEGOTIATED AS PER EXPERIENCE AND COMMUNICATION.

We are looking for 40 Field Sales Executive Posts in Kolkata, with deep knowledge in Lead Generation,Management Skills,Direct Sales,Field Marketing,Insurance Sales,Field Sales and Required Educational Qualification is : Higher Secondary

We give the data to talk to the customer to providing the loan...

Need to sale insurance to fulfill target

Must have experience in Insurance sales.Good communication skills.Team handling.Convincing skills.

*Client Acquisition * client servicing *Cold Calling *Marketing and selling life insurance products *

Job Openings for 10 Field Sales Manager Jobs for Freshers in Delhi NCR,Lucknow,Bengaluru,Goa,Kolkata,Mumbai,Navi Mumbai,Thane having Educational qualification of : Higher Secondary, Other Bachelor Degree with Good knowledge in Insurance Broking,Health Insurance,Life Insurance,General Insurance,Marine Insurance,Insurance Training etc.

Recruit , develop and lead the team

We are Urgently Looking for Business Development Manager. Team Development, Motivation, Handling & Grooming Etc.

Insurance sales.Clients meeting.Lead generation.Flexible working hours.Product knowledge training.Cold calling.Convincing power.Etc.