42

Loan Executive Graduate Jobs in Bangalore

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  • 1 - 3 yrs
  • 4.5 Lac/Yr
  • Bellandur Bangalore
Outbound Calling Outbound Sales Lead Generation Insurance Sales Telesales Officer Inside Sales Executive Personal Loan Officer
Tele Sales Executive Job DescriptionWe are looking for an energetic and persuasive Tele Sales Executive to generate sales through outbound calls .Responsible for making outbound and handling inbound calls to promote products or services, understand customer needs, close sales, and achieve targets. Requires good communication skills, a persuasive attitude, and basic computer knowledge.
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Hiring For Loan Sales Executive

Rightfit Resources OPC Pvt. Ltd.

Loan Marketing Loan Sale Loan Sales Loan Sales Representative Loans Home Loans Business Loan
Hiring for 50 Loan Sales Executive Jobs in Bangalore, Hyderabad, Visakhapatnam, Bhubaneswar, with minimum 1 Year Experience,Required Educational Qualification is : B.A, B.Com, B.Sc, B.E, B.Tech, M.B.A/PGDM, M.Sc, M.Tech with Good knowledge in Loan Marketing, Loan Sale, Loan Sales, Loan Sales Representative, Loans, Home Loans, Business Loan etc.What's App me9493236090Please apply for a job, and book the interview slot https://play.google.com/store/apps/details?id=com.inv.jobtools2025
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  • 1 - 4 yrs
  • 3.5 Lac/Yr
  • Bangalore
Auto Finance Mortgage Loans Gold Loan Executive Motor Insurance Commercial Vehicle Loans General Insurance
Auto Loan executive officer
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Hiring Fresher / Telecalling Executive / B.A

Twomare Ventures Private Limited

Credit Collection Communication Loan Collection DRA Executive Outbound Calling Voice Process Convincing Power Basic Computers
We are Hiring! DRA Certified Collection Tele Callers Multiple Languages Location: Ekkatuthangal, Chennai Experience: 0 - 3 years (Freshers can apply) Employment Type: Full-timeTwo Mare Ventures Private Limited is expanding and looking for Collection Tele Callers to join our team!If you have good communication skills and know English, Tamil, Telugu, Kannada, and Hindi, we would love to connect with you. What You will Do: Make outbound collection calls to customers professionally. Follow up on pending payments and maintain call quality. Update call details accurately in the system. Adhere to compliance guidelines and call scripts. What We are Looking For: Fluency in English, Tamil, Telugu, Kannada & Hindi (any combinations with English is an advantage). Good communication and listening skills. Willingness to work in a target-based environment. DRA certification is mandatory Freshers and experienced candidates are welcome. What We Offer: Competitive salary + incentives. Friendly work environment. Opportunity to grow within the organization. Interested? Apply directly or share your resume at swathi@twomare.com or WhatsApp [9742078777].
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Urgent Requirement For Telesales Executive

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Personal Loan Sales Executive KYC Verification Insurance Sales Officer B2C Sales Customer Acquisition Executive Outbound Sales Inside Sales Voice Process Telesales Executive Hindi
candidate with inbound and outbound voice experience in disbursal operations with banking and lending industry explaining and convincing the customers about the benefits and offer related to the financial product like personal loan and insurance understanding the needs of customers and helping the customers to complete the loan process and in collecting required information Ability to make customers understand about various repayment setup (NACH/E-NACH) methods and guide them on the same convincing the customers on submitting KYC documents and any additional documents required by credit and risk function convicting the customer on submitting financial document and statement involved procuring personal loans in a timely manner verifying all submitted documents and details and guiding the customer throughout the processfollowing up with prospects and engaging them multiply times to fulfill their financial needsAbility to maintain composure in critical situation and deliver target oriented results
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Field Sales Executive Business Development Executive Field Marketing Executive Loan Executive
We are looking for Busniess Development Executives to join a leading fintech company! Get trained in gold appraisal, lead generation, and customer relationship management.Roles and Responsibilities:To ensure 100% right valuation - capturing right cartage, proper stone deduction, avoid/ prevent spurious/unacceptable ornaments.Adhering to high ethical standards and complying with all the laid down processes / policies of KYC adherence. Verify customers KYC & complete online registration.Coordinate with the Manager and stakeholder for loan approval.Ensure to bring in New Customers and maintain good relationships with existing customers for generating renewal & referral business.Resolving all customer doubts and questions while processing the loan.Participate in business development activities to improve the brand visibility of Gold Loan in the catchment areas and to generate leads of prospective customers.RequirementFresher graduate 2022-2024 passout only to applyApplicant Should have completed GraduationUp to 27 years of ageExcellent communication skills in the local language and elementary EnglishAll candidates must have a 2 wheeler and Driving License within 60 days of joining RupeekMale Candidate is preferred.Interested candidate can apply by sending resume at samson.r@2coms.com / 6291565789.
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Home Loan Executive

Prominent Recruitment Consulting Services

Home Loans Sales Real Estate Sales Direct Sales CRM Sales Home Loan Sales Housing Loan Home Loan
Job Title: Home Loan ManagerJob Location: Navi Mumbai, Kochi, Hyderabad and BangaloreDepartment- Home LoansKey ResponsibilitiesClient Consultation Meet with prospective homebuyers to assess their loan requirements and financialeligibility. Provide guidance on available home loan products, interest rates, and repaymentoptions. Explain the application process, required documentation, and timelines to clients.Loan Application Processing Assist clients in completing loan applications accurately and efficiently. Collect, verify, and evaluate financial documentation such as income statements,credit reports, and tax returns. Coordinate with lenders to ensure timely approval and disbursal of loans.Customer Relationship Management Maintain relationships with clients throughout the loan process to ensure a positivecustomer experience. Address customer queries and concerns related to loan terms, EMIs, or repaymentstructures. Build and maintain a network of real estate agents, brokers, and developers
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Business Development Loan Operations Relationship Manager
Company Description:A company specialising in consumer durable financing is seeking a dynamic and results-oriented Assistant Manager - BusinessDevelopment professional with experience in Consumer Durable EMIs. This is a fantastic opportunity for someone passionate about sales and business development within the BFSI sector. Our client empowers customers with instant no-cost EMIs on consumer durables, using their credit or debit cards. The process is completely digital and requires no documentation, giving customers access to a wide range of the market's top no-cost EMI plans. You'll be working directly with the company's Telesales Offices, building key relationships and driving growth.What you'll do:- Partner with Callers, Team Leaders, and Branch Managers to foster strong relationships and influence business growth related to consumer durable EMIs.- Develop and implement effective sales strategies to achieve revenue targets and increase market penetration within the consumer durable financing segment.- Collaborate with internal teams (Sales, Alliances, Finance, Marketing, and Operations) to ensure seamless support.- Analyze market trends and competitor activities to identify opportunities for growth in consumer durable EMIs.What you'll bring:- Bachelor's degree.- 1+ years of experience in sales, business development, or account management, ideally with a focus on BFSI consumer durable EMIs.- Strong understanding of EMI and CD Loans.- Excellent communication, presentation, and interpersonal skills.- Ability to thrive in a fast-paced environment and work both independently and collaboratively.- Willingness to travel.
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Communication EMI Knowledge Loans Knowledge CD Loans
Send your CV to 8056522280.Position Overview: We are seeking dynamic and results-oriented Business Development professionals to come onboard this rocket-ship. The ideal candidate will have a strong background in sales, Business development and excellent negotiation skills. The role is based out of Insurance Clients Telesales Office(Branch) and will require working with multiple levels across the Branch hierarchy.Key Responsibilities: Business Development: Partner with Callers, Team Leaders, Assistant Branch Managers, Branch Manager and build long-term relationships to influence them to leverage the ShopSe platform Sales Strategy: Develop and implement sales strategies to increase the penetration of payment modes offered by ShopSe and achieve revenue targets Cross-Functional Collaboration: Work closely with Sales, Alliances, Finance, Marketing, and Operations teams to align on product offerings and support the client effectively. Reporting and Analysis: Monitor and report key business metrics, sales performance, market trends, and competitor activities to internal and client stakeholdersQualifications: Bachelors degree 1+ years of experience in sales, business development, or account management experience, preferably in BFSI consumer durable EMIs Strong understanding of the EMI and CD Loans Excellent communication, presentation, and interpersonal skills. Ability to work independently and collaboratively (with internal and external stakeholders) in a fast-paced environment Willingness to travel as per business requirements
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Sales Field Sales Relationship Officer Business Development Travel Sales Personal Loans
About Mihuru Mihuru, translating to My Freedom, is being built to make travel more affordable and accessible to everyone. Our innovative products including Travel Now Pay Later (TNPL) and Working Capital for Travel Agents, position Mihuru as the preferred payment provider for travel across India.Are you a go-getter passionate about sales and the Travel Industry? We're seeking highly driven Business Development Executives (BDEs) to join our growing team. You'll play a pivotal role in acquiring and building strong relationships with travel agents.Locations: Mumbai, Chennai, Kochi, Bangalore, DelhiWhat you'll do:Onboard travel partners in assigned geographyWork with the travel partners and their team to achieve designated booking targets.Assist in training the travel partner teams in Mihuru's products & services and loan processBe one point of contact at Mihuru for the travel partners at designated locations.Responsibilities:Interact and meet up with travel partners, generate leads for Mihuru's Travel Now, Pay Later and working capital products to achieve sales targetsCollaborate closely with internal teams to customize products and services to meet the unique needs and preferences of travel partnersBuild and maintain business relationship with current and potential travel partnersManage partnership and sales pipeline and track conversion ratiosPrepare sales proposals, quotations and other documentationFollow up with travel partner prospects to close partnership**Desirable / Preferred Qualifications: **Bachelors degree1-3 years experience in travel sales.Proven track record of exceeding sales targets in a B2B environment.Excellent communication, interpersonal and negotiation skills.Strong presentation skills and the ability to build rapport quickly.Self-motivated and results oriented individual with a can-do attitude.Highly organized with excellent time management skills.Proficiency in MS Office suite and CRM software is preferred.
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Opening For Financial Assistant

Metalco Extrusions Global LLP

  • 1 - 4 yrs
  • 4.0 Lac/Yr
  • Bangalore
Tally Creditors Payment Business Loan Credit Collection Collection Strategy
Roles and ResponsibilitiesDue Diligence.Well Versed with finance and accounts concepts.Goon understanding of aluminum Industry or financial aspects.Knowledge on commercial banking and credit analyst.Team co-ordination with Accounts, Marketing and customers.Evaluate the credit risk of a customer by looking at their savings information, debt repaying history, earnings from business, as well as their purchase activities.Responsible for analysts make a recommendation to the company on whether or not to provide credit terms to a customer.Skills: TALLY Prime, Excel, MS Word.Minimum 1 year of experience and it includes travelling.Location: Bangalore. (Mysore Road)Educational Background: Degree in accounting, finance, economics, or other related fields.If above requirement matches, please contact on 8310035321 or mail across prema@metalcoglobal.com or hr@metalcoglobal.com
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Tele Sales Executive (1-4 Years)

Rah Legal Knowledge Process Pvt Ltd

  • 1 - 4 yrs
  • 3.0 Lac/Yr
  • Bangalore
Sales Educational Sales Lead Generation Personal Loans Insurance Sales Cross Selling
Job Description of Executive- Knowledge Process for Banglore Location:Document on 'Role and Responsibilities'Title: 'Executive- Knowledge Process1. Role : The functional meaning of ''Executive- Knowledge Process is TeleSales Agent' 2. Responsibilities The Responsibilities of a Telesales Agent is to:1. Make outbound sales calls to potential clients.2. Explain our online product & services' benefits to potential buyers.3. Answer customer questions and address objections.4. Persuade customers to make purchases.5. Maintain accurate records of customer interactions and sales.6. Achieve daily calls quota.7. Achieve daily and weekly sales targets.8. Provide excellent customer service and address inquiries.9. Follow sales scripts and quality guidelines.10. Attend sales training diligently and client meetings as required.11. Collaborate with the sales team and report to the Team Leader.12. Continuously improve product knowledge and sales skills.13. Adhere to company policies, workplace ethics and sales practices.14. Contribute to a positive and motivated team environment.15. Work dedicatedly to achieve promotion criteria.Desired Candidate Profile:1. We look for candidates with at least 2 years of Tele-sales experience and a track record of successful sales. While we prefer B2B sales experience in the domestic market, outstanding candidates from B2C will also be considered.2. Excellent sales tactics and communication skills.3. Fluent in both English and Kanada.4. Age limit: up to 30 years.Salary and Benefits:1. Monthly Starting Salary In Hand: Rs. 21,100.2. Salary Increment every 6 months for sales performers.3. Lucrative, Spot Daily Incentives, Weekly Incentives and Incentive Holidays offered.4. Promotion criteria based on three months' consistent performance, offered at the time of appointment itself.Working Days & Timings:1. Working Days: Monday to Saturdays
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Corporate Finance Finance Leadership Insurance Advisor Finance Advisor Insurance Manager Sales Director Sales Executive Sales Manager Insurance Coordinator Finance Executive Senior Finance Manager Loan Sales Executive Insurance Loan Loan Advisor
We are searching for a highly observant insurance consultant/advisor to render accurate support on behalf of our steadily expanding firm. The insurance consultant should gather client insurance requirements, deliver appropriate guidance, and suggest insurance plans to match the clients needs.Conduct in-depth consultations with clients to assess their insurance requirements, understand their risk profiles, and identify coverage gaps.The candidate may have worked with an insurance broker or with the direct selling side of insurers or finance sector.Should have good communication skills.Fluent in speaking- English, Hindi, Marathi, TeluguFor more details Call- 7020391733WhatsApp- http://tiny.cc/inad24Email: srajcapitals@gmail.com
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BFSI Interpersonal Skills Sales Executive Field Sales Executive Loan Sales Executive Insurance Sales Executive Gold Loan Executive
Job Description - Relationship Manager About GyanDhan Indias first education financing marketplace, GyanDhan is on a mission to equalize and expand access to education. Providing end-to-end education loan assistance, GyanDhan is a digital-first company that seeks to revolutionize education financing in India. With partnerships with leading lenders such as State Bank of India, Bank of Baroda, ICICI Bank, Axis Bank, and HDFC-Credila, we have disbursed over INR 5,000 crore. Backed by investors like ECF (Education Catalyst Fund) and the Indian Chapters of Stanford Angels & Harvard Angels, GyanDhan is driven by a team of 170+ young, dynamic, and enthusiastic employees. Our founders, Ankit Mehra and Jainesh Sinha, are IIT alumni with previous experience at CapitalOne - USA. Having personally faced financial constraints during their higher studies, they are passionate about democratizing education.Job DescriptionManage existing partnerships by engaging them on a regular basis, sending timely performance summary and resolving escalations.Establish new partnerships with study abroad admission companies / consultants / wealth managers / connectors.Fetching student queries for loans (from Education Consultancies) on a daily basis and then coordinating with the operations team to get their loans done. Conduct field marketing initiatives to expand our reach and engagement.Job SpecificationMust be good in communication (Language - English & Hindi))Analytical skills will be perkA plethora of opportunities to contribute to the company and grow as an individual and contribute to the growth of the company.Office Timings - 10 AM - 7 PM (With alternate Saturdays off and Fixed Sundays Off)Academic Qualifications - Any graduateLocation - JaipurCompensation - 0-1 Year Experience( 3 lpa + Performance based incentives)1-3 Year Experience( 3.5 lpa + Performance based incentives)3-5 Year Experience(
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Virtual Relationship Manager

Skywings Advisors Private Limited

  • 3 - 9 yrs
  • 9.0 Lac/Yr
  • Hebbal Bangalore
Cold Calling Cross Selling BFSI Insurance Sales Loan Sales Executive
Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate.Achievement of portfolio parametersSales- Sales across all product segments-TPP, Assets,Cards etc.Interaction QualityAudit and Service Quality
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Sales Executive Loan Sales Executive Insurance Loan Sales Support Executive Loan Officer Loan Executive Loan Processor Sales Lead Generation Lead Generation Specialist Work From Home Walk in
Job DescriptionProfile - Sales Intern* Part-time (Work from Home)Experience Level: FresherLocation: RemoteSalary: 5000 INR per month + IncentivesKey Responsibilities:1. Lead Conversion: Contact leads provided by the company through the provided calling software and convert them into Loans.2. Meeting Targets: Achieve and exceed sales targets, including the successful completion of OJT .3. Sales Presentations: Conduct effective sales presentations to potential customers, explaining the benefits and features of Loans.4. Customer Relationship Management: Build and maintain strong customer relationships, addressing customer inquiries and concerns in a professional manner.5. Sales Reporting: Maintain accurate records of sales activities, leads, and customer interactions.6. Compliance: Ensure compliance with all company policies, guidelines, and industry regulations related to insurance sales.Qualifications:- Strong communication and negotiation skills.- Self-motivated and goal-oriented.- Willingness to complete the 30-day OJT successfully.- Ability to work independently from a home office.- Proficient with the provided calling software.- Available to work from 3:30 pm to 6:30 pm, Monday to Friday.Note - Minimum 1 loan case should be done for stipend and company will provide leads .Kindly Read the job description carefully and Apply.
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Sales Executive

Hire Career Maker

Corporate Sales Insurance Sales Banking Executive Stock Exchange Loan Officer Mutual Funds Sales Work From Home
Job Position: Part-Time Business Development/ Sales Executives Requirements : 1. Must be 25 years of Age 2. Must have Business Development/Sales experience in BFSI ( Banking / Financial Services ) 3. Should know cold calling 4. Should be available to spend 4-5 Hours /day ( 10 AM to 7 PM ) Job type: Part Time ( Work from Home ), 5 Hours/Day Salary: Rs 8,000 / Monthly ( incentives on achieving Targets ) Leads: To be provided by the Company & self-referrals are preferred Location: Anywhere in India
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BFSI Life Insurance Life Insurance Agent Field Sales Field Sales Executive Life Insurance Sales Banking Banking Insurance NBFC Home Loans Gold Loans Stock Broker Life Insurance Advisor Banca Sales Agency Development Manager Agency Sales Manager Walk in
Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.Number of Customer meeting per day Delivery of Minimum business guarantee Creating Leads through campaigns /Cold calling Documentation, logins & Issuance tracking. Lead / Feedback / Referral Updating on LMS Meeting Business targets: Achievement of Business plan Customer servicing/ RenewalsJob Specification Should have good local Network Should have sound knowledge of Financial Industry Good communication: English/ Hindi /Regional Language Local Candidates are preferred
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Senior Relationship Manager

skywings advisor india pvt ltd

Casa Portfolio Direct Sales Direct Sales Executive Relationship Manager SME Loan
Position:Senior Relationship Manager (Elite RM/ Platinum RM)CTC: up to 11 LPA+ IncentivesExp. 3+ Yrs. in portfolio management/relationship management/ Business Loan/ SME Loan/ Trade & Forex Sales from Banking IndustryLocation: Chennai, Hyderabad, Bangalore & AhmedabadEducation: Graduate/ PGIndustry: BankingGrade: Manager/ Sr. ManagerJob Role:Development of new business and retention of existing customers.Nurture relationships with mapped clients for investment needs; maintain regular interactions with the customers to assess their needs.Contributing towards increasing liabilities size of relationship through balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.Increasing customer engagement through cross-selling investment and non-investment products.Cross selling of Third party products like LI, GI, FD, RD& Mutual Funds etc.Going for 3-4 clients meeting on daily basis to generate revenue.Sales of Business Loan/ SME Loan and Trade & Forex products.Job Mandates:Good communication & interpersonal skills.Candidates with lesser notice period will be given preference.Age should be below 36 yrs. old.
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  • 1 - 5 yrs
  • 5.0 Lac/Yr
  • Bangalore
Loan Officer Loan Sales Executive Loan Executive Insurance Loan Loan Advisor Loan Syndication Business Loan Housing Loan Walk in
We are looking Loan ( Personal/Business ) Executives for Bangalore locationJob title Loan sales executiveCompany overview - Company is leading Advisors is a first-generation firm focusing on financial services. It works across various segments, providing a wide range of financial services to its esteemed clients. It advises individuals as well as corporates on their various requirements with a client-centric approach.Responsibilities Build and maintain a robust pipeline of prospective clients and manage the sales process from initial contact to closing the loan.Actively seek out new customers and generate leads through various channels, such as cold calling, networking, referrals, and marketing campaigns.Provide post-sales support, including assisting clients with documentation, coordinating with loan processing teams, and ensuring smooth disbursement of funds.Guide clients through the loan application process, explaining the terms and conditions, interest rates, repayment schedules, and any additional fees.Stay updated on the organization's loan products, including personal loans, business loans, mortgage loans, auto loans, and other specialized financing options.Track individual and team sales performance against targets, analyze trends, and develop strategies to achieve and exceed sales goals.Qualifications Bachelors degree in the related field.Effective communication and interpersonal skills to collaborate with borrowers, loan officers, and other stakeholders.Proficiency in using standard office software, such as MS Word, Excel, and Outlook.Sound knowledge of loan origination processes, loan products, and underwriting guidelines.Proven experience as a Loans sales or in a similar role within the mortgage or lending industry.A loan sales executive is responsible for promoting and selling various loan products to individual customers or businesses. Their primary goal is to meet or exceed sales targets by identifying potential clients, as
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Telesales Executive

Rah Legal Knowledge Process Pvt Ltd

  • 1 - 4 yrs
  • 3.0 Lac/Yr
  • Bangalore
Outbound Calling Tele Sales Phone Banking Executive Personal Loans Insurance Sales Domestic BPO Negotiation Skills Convincing Power Cold Calling B2B Sales
Job Description of Executive- Knowledge Process for Bengaluru Location:Document on 'Role and Responsibilities'Title: 'Executive- Knowledge Process1. Role : The functional meaning of ''Executive- Knowledge Process is TeleSales Agent' 2. Responsibilities The Responsibilities of a Telesales Agent is to:1. Make outbound sales calls to potential clients.2. Explain our online product & services' benefits to potential buyers.3. Answer customer questions and address objections.4. Persuade customers to make purchases.5. Maintain accurate records of customer interactions and sales.6. Achieve daily calls quota.7. Achieve daily and weekly sales targets.8. Provide excellent customer service and address inquiries.9. Follow sales scripts and quality guidelines.10. Attend sales training diligently and client meetings as required.11. Collaborate with the sales team and report to the Team Leader.12. Continuously improve product knowledge and sales skills.13. Adhere to company policies, workplace ethics and sales practices.14. Contribute to a positive and motivated team environment.15. Work dedicatedly to achieve promotion criteria.Desired Candidate Profile:1. We look for candidates with at least 2 years of Tele-sales experience and a track record of successful sales. While we prefer B2B sales experience in the domestic market, outstanding candidates from B2C will also be considered.2. Excellent sales tactics and communication skills.3. Fluent in both English and Kanada.4. Age limit: up to 30 yearSalary and Benefits:1. Monthly Starting Salary In Hand: Rs. 21,100.2. Salary Increment every 6 months for sales performers.3. Lucrative, Spot Daily Incentives, Weekly Incentives and Incentive Holidays offered.4. Promotion criteria based on three months' consistent performance, offered at the time of appointment itselWorking Days & Timings:1. Working Days: Monday to Saturdayscontact 9833983405
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BFSI Field Sales Field Sales Executive Field Executive Field Sales Manager Agency Manager Agency Development Manager Agency Sales Agency Sales Manager Banking Sales Loan Sales Executive Agency Channel Manager Business Development Executive Pre Sales Insurance Sale Insurance Agent Walk in
Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredRESPONSIBILITIES & DUTIES- Develop various sources of agent hiring & build a team of agent & agent pipe line- Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring- Development of agent prospecting habits, calling habits and work habits- Work with agent on planning and reviewing of activities and goals- Identify the training needs of the agent and work with Trainers to improve the same- Meet Business Targets- Improve agent productivity & retention- Maintain the quality vectors of business including persistency and surrender
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Life Insurance BFSI Field Sales Banca Sales Bancassurance Agency Development Manager Bancassurance Executive Agency Development Life Insurance Sales Sales Loan Sales Walk in
Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.
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Life Insurance Agent Bancassurance Executive Life Insurance Advisor Life Insurance Field Executive Field Officer Field Worker Field Supervisor Bancassurance Manager Field Sales BFSI Mutual Funds Loans Mutual Funds Sales Banking Sales Walk in
Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredRESPONSIBILITIES & DUTIES- Develop various sources of agent hiring & build a team of agent & agent pipe line- Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring- Development of agent prospecting habits, calling habits and work habits- Work with agent on planning and reviewing of activities and goals- Identify the training needs of the agent and work with Trainers to improve the same- Meet Business Targets- Improve agent productivity & retention- Maintain the quality vectors of business including persistency and surrender
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