Key Relationship Executive Jobs

Key Responsibilities:** Maintain and process client documentation (KYC, account opening forms, nomination forms, etc.)* Coordinate with the Relationship Managers and Sales team for timely data entry and follow-ups.* Update and manage CRM systems, Excel sheets, and other reporting tools.* Assist in transaction processing for mutual funds, insurance, and demat services.* Ensure compliance with SEBI/IRDA/AMFI regulations.* Prepare MIS reports and summaries for management.* Handle customer service backend tasks like updating details, resolving queries (non-voice).* Manage filing, scanning, and digital record keeping.Required Skills & Qualifications:** Graduate in Commerce, Finance, or related field.* Minimum 1 year of experience in financial operations/back office (freshers with good skills can apply).* Strong knowledge of MS Excel, email drafting, and CRM usage.* Basic understanding of financial products like mutual funds, insurance, SIP, Demat etc.* Good communication and coordination skills.Key Traits We Value:** Accuracy & attention to detail* Discipline & time management* Trustworthiness & data confidentiality* Team player attitudeOffice Timing Monday to Saturday (9:30 to 6:00)

Dear Candidates,Greetings from Odisha Job Consultancy!!We are looking for an insurance sales manager to be responsible for managing policy sales and overseeing the sales team. The responsibilities of an insurance sales manager include setting and monitoring sales goals, facilitating the professional development of the team, and providing customer support.To be successful as an insurance sales manager, you should have strong interpersonal skills, be passionate about providing support and motivation, and be comfortable working long hours. Ultimately, a top-notch insurance sales manager should be an exceptional leader, have good customer relations skills, and be goal-driven.1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit.2. Lead, motivate and train the partner.3. Set and monitor clear objectives of team to achieve the agreed sales targets for the partners.4. Help team to generate and track leads, close sales.5. Manage budget and allocate funds appropriately6. Bring out the best of branches personnel by providing training, coaching, development and motivation7.Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities8.Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs9. Address customer and employee satisfaction issues promptly10. Adhere to high ethical standards, and comply with all regulations/applicable laws11. Help team to upsell and cross sell to customers basis need analysis12. Help the team facilitate their training on an ongoing basis to ensure a productive channel at all times13. Take regular feedback from team and customers on satisfaction on selling process and products14. Review Sales plan of the partner and support their growth.Contact- SonalikaInterview Venue-1st Floor, AK Tyre Building, Bus Stand, Baramunda, Bhubaneswar

Qualification: Knowledge of Organic Chemistry Candidate should have commercial acumen, strong communication skills (verbal & written) and interpersonal skills to deal with International clients. Sound knowledge of raw materials and sourcing of the same is a must. IT skills to use various search engines for research will be an added advantage. Candidate should be multitasking & abreast of changing trends and demands in the market. Candidate should be able to do a swot of Global competitors & their marketing strategies. Willing to travel: Domestic and International

Qualification: Knowledge of Organic Chemistry Candidate should have commercial acumen, strong communication skills (verbal & written) and interpersonal skills to deal with International clients. Sound knowledge of raw materials and sourcing of the same is a must. IT skills to use various search engines for research will be an added advantage. Candidate should be multitasking & abreast of changing trends and demands in the market. Candidate should be able to do a swot of Global competitors & their marketing strategies. Willing to travel: Domestic and International