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Darshali

LOCALITY


 Dear Candidates !!

Greetings from Muthoot Fincorp Ltd !!

We have urgent Requirement of Relationship Manager / Sr. Relationship Manager -Wealth 

Offered CTC - As per market Standards 
 
Job Locations:- Surat , Baroda & Indore 
 
Minimum Qualifications and Experience:
Graduate in any stream
3 to 5 years experience in BFSI/NBFC sector



Key Responsibilities - 
▪ Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets.
▪ Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products.
▪ Update and cross sell products and services to existing clients and update them about the primary and secondary market trends.
▪ Build and maintain strong, long-term relationships with high-net-worth clients by understanding their financial goals, needs, and risk tolerance.
. ▪ Educate clients about market trends, investment options, and financial planning strategies to empower them to make informed decisions.
▪ Manage clients' investment portfolios by selecting appropriate asset classes, investment vehicles, and strategies to achieve their financial objectives.
▪ Stay updated on financial products and services, including stocks, bonds, mutual funds, alternative investments, and insurance products, to provide informed recommendations.

Interested Candidates can share me CV at -  eshaa.g@muthoot.com



Thanks and Regards,
Eshaa
Junior Manager- HR 
Muthoot FinCorp Ltd. 
eshaa.g@muthoot.com | www.muthoot.com 
 


Muthoot Fincorp Limited

Relationship Manager - Wealth

Sonegaon

Ganeshpeth Colony

Relationship manager - Agency Channel
Company: PolicyBazaar
Job Overview:
As a manager in the Agency Channel, you will be responsible for driving sales performance, managing a team of agents, and ensuring the achievement of business targets. You will play a key role in building and maintaining relationships with agents while providing training and support to enhance their performance.
Key Responsibilities:
Sales Management:
- Drive and achieve sales targets through effective team management.
- Develop and implement sales strategies to maximize business growth.
Team Leadership:
- Recruit, train, and mentor agents to enhance their skills and performance.
- Conduct regular performance reviews and provide feedback for continuous improvement.
Relationship Building:
- Foster strong relationships with agents and clients to ensure high levels of customer satisfaction.
- Act as a liaison between the agency team and management.
Market Analysis:
- Monitor market trends and competitor activities to identify opportunities for growth.
- Prepare and analyze sales reports to assess performance and strategize accordingly.
Compliance and Reporting:
- Ensure compliance with company policies and regulatory requirements.
- Maintain accurate records and reports of team activities and performance
Job Type: Full-time

Pay: ₹300,000.00 - ₹650,000.00 per year


Policybazaar Insurance Brokers Private Limited

Agency Development Manager

Subramanya Nagar

T Dasarahalli


We are seeking a dynamic and results-oriented Personal Banker with a minimum of Two year of banking experience to join our team. The primary responsibility of this role is to establish and maintain partnerships with bankers,fostering mutually beneficial relationships that drive business growth and enhance client satisfaction.

 Key Responsibilities: 

● Partnership Development: 
Identify and engage with potential banking partners to establish strategic alliances that benefit both organizations.

● Relationship Management: 
Build and maintain strong relationships with existing banking partners, ensuring ongoing collaboration and mutual success.

● Client Acquisition: 
Work closely with banking partners to identify and acquire new clients, leveraging their networks and resources.

● Cross-Selling Opportunities:
Collaborate with banking partners to identify opportunities for cross-selling financial products and services.

● Market Analysis: 
Conduct market research to identify trends, opportunities, and competitive landscape, providing insights to inform partnership strategies.

● Performance Tracking:
Monitor and analyze the performance of banking partnerships, providing regular reports and recommendations for improvement.

● Compliance and Risk Management: 
Ensure all partnership activities comply with regulatory requirements and internal policies, mitigating any potential risks.


Shwetha Prasanna Inc

Personal Banker

College Square

JL Nehru Road

Aditya Birla Capital
Kolkata park street.

Job Description


Job Purpose:Manager
Providing strategic advice across a variety of financial products and services.

Assessing client’s overall financial picture, understand their needs and develop a solid financial plan.

Guiding clients towards a profitable and secure financial decision.

The purpose of this job is to recruit quality advisors & support / train them and enable them to procure investment from the market& subsequently service the customers.

Key Responsibilities :

1. To recruit high-quality prospective advisors and ensure that they acquire licensing to achieve the Yearly target set in the Goal Sheet.

2. Provide on-the-job training & manage and monitor the performance of advisors so that they can achieve their goals.

3. Maintain persistence for the investment procured by a team of Advisors to overall achieve the profitability of the team.

What's in it for you :

- Opportunity to be promoted to next designation, on 100% completion of the Goal sheet at the end of 6 to 12 months.

- Opportunity to progress to the position of Branch Manager, at the end of 12 months.

Location : Kolkata park street
We would be pleased to meet with you for further inquiries.


Aditya Birla Capital Limited

Associate Manager

I.I.T.Main Gate

Salwad

Job Description
: Institutional Sales Manager Position
Title: Institutional Sales Manager
Experience Required: 5 to 10 years
Background:
Experience in Asset Management Companies (AMC) with exposure to large corporates preferred
Location: Mumbai
Industry: Asset Management/Mutual Funds
Key Responsibilities:
• Client Acquisition and Relationship Management:
• Develop and maintain relationships with large corporates, financial institutions, and other institutional clients.
• Identify and onboard clients by understanding their investment needs and providing tailored solutions from the AMC product portfolio.
• Serve as a trusted advisor to key stakeholders, such as CFOs, treasurers, and senior executives in large corporate organizations.
• Sales Strategy and Execution:
• Create and implement sales strategies targeted at expanding the AMC’s presence in the corporate segment.
• Drive growth in institutional assets under management (AUM) by promoting mutual fund schemes and other AMC products.
• Consistently meet or exceed revenue and AUM growth targets.
• Market Intelligence and Reporting:
• Stay informed about market trends, corporate investment patterns, and economic indicators affecting institutional sales.
• Prepare and deliver regular reports on sales performance, market insights, and client feedback to management.
• Collaboration:
• Partner with internal teams, including fund managers, research analysts, and product specialists, to ensure offerings meet corporate client requirements.
• Work in coordination with legal and compliance teams to ensure adherence to regulatory standards and corporate governance practices.
• Networking and Representation:
• Represent the organization at industry events, corporate seminars, and investor forums to enhance visibility among large corporates.
• Leverage an existing network of corporate clients to generate leads and expand the client base. Qualifications and Skills:
• 5-10 years of institutional sales experience in an Asset Management Company (AMC), with a proven track record of handling large corporates.
• Strong understanding of mutual fund products, investment strategies, and corporate treasury requirements.
• Existing relationships and networks within large corporate organizations.
• Excellent interpersonal, negotiation, and presentation skills.
• Ability to analyze corporate investment portfolios and recommend customized solutions.
• Proficiency in CRM tools and investment platforms.
• Bachelor's/Master's degree in Finance, Business Administration, Economics, or a related field.
• Relevant certifications such as NISM Mutual Fund Distributor or CFA (preferred). Why Join Us?
• Opportunity to work with a leading AMC with a strong focus on the corporate segment.
• Competitive compensation package, including performance-based incentives.
• Exposure to high-value corporate clients and opportunities for professional growth. 


Victree Solutions

Institutional Sales Manager

Ahmedabad (Rural) District Court

Income Tax

M Square Broking

Team Leader

Pukkathurai

Pangayarselvi

Reliance Nippon Life Insurance Company Limited

Rashtrapati Bhavan

Sec-43/44a Gurgaon

WE ARE HIRING FOR THE POST OF BRANCH MANAGER FOR GURGAON SUSHANT LOK LOCATION AS TEAM HANDLING PROFILE.



Care Health Insurance Limited

Branch Manager

Gopipura

Sosyo Circle

AGENCY DEVELOPER MANAGER :


An agency sales manager's primary responsibility is to manage agency channel sales for the company. 

He/ she is responsible for managing agents, training agents and achieving sales targets for the team.

 

	The Job Role and Responsibilities :

•   Recruitment agent and management of agency channel team members.
•   Training, motivating and development of team members.
•   organizing sales visits
•   demonstrating and presenting products
•   establishing new business
•   maintaining accurate records
•   attending trade exhibitions, conferences and meetings
•   reviewing sales performance
•   aiming to achieve monthly or annual targets.   



DIRECT MANAGER :  


	The Job Role and Responsibilities :

- Work on assigned leads and generate referrals from every visit that is made to the customer
- Achieve sales targets as assigned by the organization month-on-month basis
- Cross sell and up sell Max Life Insurance products based on the life cycle needs of the customers and as defined by the organization.
- Meeting the customers to solicit insurance products based on appointments in the course of daily activities
- Ensure that a comprehensive financial need analysis of customers is done and provide insurance solutions based on analysis
- Strict adherence to organizations policies and processes.
- Provide accurate forecasts, updates and requested reports to reporting manager



BENEFITS :  

* On-roll job with job stability
* Competitive salary and attractive incentives
* Provident Fund (PF) & Employees' State Insurance Corporation (ESIC)
* Rs. 10 Lacs life insurance for the candidate
* Rs. 5 Lacs family mediclaim
* 2nd and 4th Saturdays off, every Sunday, and festival off
* 24 paid and sick leave days
* Corporate culture and team-oriented environment


Max Life Insurance

Sales Team Leader

B. B. D. Bagh

Team Management:
Managing a team of Life Advisors, ensuring their productivity and growth.
Performance Management:
Setting goals for Life Advisors, providing coaching and mentoring, and ensuring they achieve consistent performance. 
Recruitment & Training:
Identifying and recruiting prospective Life Advisors and Agency Partners, providing them with sales and recruitment training, as stated in a job description on Prosple. 
Product Knowledge:
Staying up-to-date on Kotak Life Insurance products and offering expert advice to Life Advisors and clients. 



Kotak Life Insurance

Team Coordinator

Ghat Road

Rural One Microfinance is Microfinance company we landing loan to small businessman like tea stall, shopkeeper Hi, We required Pigmy Agent having experience in open daily basis saving account, source of small ticket size loan, personal loan, open daily saving account, Nagpur and Sokoli Area 


Rural One Global Women Development Foundation

Field Collection Executive

Nehru Enclave

We hiring area business manager in hdfc life insurance company Ltd. Good communication skills and good knowledge of sales.


Hdfc Life Insurance Company Limited

Area Sales Manager

Devi Consultancy

North Side Hospital

This is part time job life insurance company
Your work is requirement People and insurance sales


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