Jobs

Banking / Insurance / Financial Services

Anywhere in India

Agra

Ahmedabad

Ahmednagar

Ajmer

Aligarh

Amritsar

Asansol

Aurangabad

Bareilly

Belagavi

Bengaluru

Bhavnagar

Bhilai

Bhopal

Bhubaneswar

Bikaner

Chandigarh

Chennai

Coimbatore

Cuttack

Dehradun

Delhi-NCR

Dhanbad

Gorakhpur

Guntur

Guwahati

Gwalior

Hubli

Hyderabad

Indore

Jabalpur

Jaipur

Jalandhar

Jamnagar

Jamshedpur

Jodhpur

Kannur

Kanpur

Kochi

Kolhapur

Kolkata

Kota

Lucknow

Ludhiana

Madurai

Malappuram

Mangalore

Meerut

Mumbai

Mysuru

Nagpur

Nashik

Panipat

Patna

Prayagraj

Puducherry

Pune

Raipur

Rajkot

Ranchi

Saharanpur

Salem

Solapur

Surat

Thiruvananthapuram

Trichy

Udaipur

Ujjain

Vadodara

Varanasi

Vijayawada

Visakhapatnam

Warangal

Admin / Back Office / Computer Operator

Advertising / Communication

Aviation & Aerospace

Beauty, Fitness & Personal Care

Construction & Site Engineering

Consulting

Content, Editorial & Journalism

CSR & Social Service

Customer Support

Data Science & Analytics

Delivery / Driver / Logistics

Domestic Worker

Energy & Mining

Engineering - Hardware & Networks

Environment Health & Safety

Facility Management

Finance & Accounting

Healthcare / Doctor / Hospital Staff

Human Resources

IT & Information Security

Legal & Regulatory

Maintenance Services

Marketing / Brand / Digital Marketing

Media Production & Entertainment

Operations

Production / Manufacturing / Engineering

Product Management

Project & Program Management

Purchase & Supply Chain

Quality Assurance

Research & Development

Restaurant / Hospitality / Tourism

Retail & eCommerce

Risk Management & Compliance

Sales & BD

Security Services

Shipping & Maritime

Software Engineering

Strategic & Top Management

Tailoring, Apparel & Home Furnishing

Teaching & Training

UX, Design & Architecture

Popular Job Localities

Popular Job Companies

Popular Job Departments

Jobs in Top Cities

Popular Job Type

Start Hiring

Rashtrapati Bhavan

Rajouri Garden / Good Friends Colony / Bhai Daya Singh Nagar

Reliance Nippon Life Insurance Company Limited

Life Planning Officer

College Square

Park Street

Aditya Birla Capital

Kolkata park street.

Job Description

Job Purpose:  Associate 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

Subramanya Nagar

Kailasipalyam

Combined Job Description for Financial Consultant/ Life Advisor / Business Partner:

For Financial Consultant/ Life Advisor:

Lead Generation & Prospecting
Lead generation for insurance agents is important to bring more business to the company as well as improve their income prospects. The primary role of insurance agent is to continuously engage in database collection to connect with new clients.

Consulting Clients and Assessing Needs
Communicating with the clients and assessing their needs is the most important insurance agent duties. It helps in suggesting plans to align with their needs and financial goals. The approach of assisting the client to make an informed decision builds trust and ensures customer satisfaction, which is also a key responsibility of an insurance advisor.

Policy Sales
One of the key functions of an insurance agent is converting leads to sales. This involves providing information about all the available products and explaining the benefits, terms and conditions, and cost of each product. The agent also assists the clients in selecting a product to suit their requirements and navigates them through the application process till the policy issue.

Follow-ups & Customer Relationship Management
Follow-ups and customer relationship management are the most important insurance agent duties and are crucial for business development and maintaining existing customers. An insurance agent follow-up strategy can work wonders in completing the insurance sales process and increasing numbers. Not only does it help in initiating an application, but it ensures timely policy renewals. Keeping continued relationships with clients is another major insurance agent job role that gives an assurance that they can reach out to the agent for assistance at any time. This strategy ensures customer satisfaction and long-lasting relationships.

Post-Sale Services & Claim Assistance
The role of insurance agent does not end with policy sales. Post-sale services and claim assistance are a part of the customer relationship in insurance. Attending to customer queries, helping them with policy renewals, updating them about policy guidelines, and assisting in the claims fosters trust and long-term satisfaction.

For Business Partner:

An HDFC Business Partner's role involves recruiting, training, and managing a team of financial consultants or agents to meet sales targets, while also focusing on customer relationships and business growth. Key responsibilities include driving sales through the team, ensuring business quality, providing pre- and post-sales support, and using digital tools to enhance productivity. There are different types of business partners, such as Agency Business Partners focused on insurance sales and Human Resource Business Partners, who support the HR function

Team Management: Recruit, train, and mentor a team of Financial Consultants (agents) to sell life insurance products. 


Sales and Business Development: Drive sales activities with the team, meet prospective customers, and achieve business targets and premium goals


Business Support: Provide pre- and post-sales support to customers and ensure advisors maintain high standards of service and business quality. 


Performance Monitoring: Ensure business persistency and quality, monitor team performance, and promote the use of digital platforms for productivity. 


Market and Data Analysis: Analyze market trends and data to develop strategies for business expansion and new customer acquisition
Walk in date : 7th Nov



Hdfc Life Insurance Company Limited

Business Partner / Financial Consultant / Life Advisor

Ram Manohar Colony

Kaumi Ekta Kachhi Basti

NIVA BUPA HEALTH INSURANCE 
banca channel sitting with multiple banks 
ctc 3.8 



Niva Bupa Health Insurance Company

Relationship Manager

Santoshi Mata Chowk

Bund Garden Central Mall

a direct channel role involves selling insurance policies directly to customers without using intermediaries like agents or brokers. This can be done through online platforms, call centers, or in-person at a company's branch. Common direct channel job rolesSales and relationship managementRelationship Manager, Direct Channel: A frontline sales role where you are responsible for promoting and selling insurance policies directly to prospective and existing clients. This often involves understanding customer needs, recommending products, and maintaining strong customer relationships.Territory Sales Manager: A role that involves leading a team of direct sales personnel to meet and exceed monthly sales targets within a specific region. It includes monitoring team performance, maintaining high-quality business, and ensuring compliance.Direct Sales Executive/Officer: Focused on outbound and inbound sales calls to customers or following up on leads generated through the company's website. They work to convert prospects into customers by explaining policy benefits and managing the sales process.Branch Manager, Direct Channel: A leadership role for an assigned branch that manages the direct channel business. Responsibilities include achieving sales targets, coaching a team of sales personnel, and ensuring regulatory compliance. Leadership and strategyChief Direct Distribution Officer: A high-level executive position overseeing all direct sales channels. This role focuses on strategy, profitability, and driving growth for the entire direct channel operation.Cluster Business Head: A management position that involves driving sales and achieving revenue targets for a specific cluster of sales teams. Responsibilities include strategic planning, performance monitoring, and team development. 

Key responsibilities:

Customer engagement: Directly interacting with customers to understand their needs, answer questions, and build lasting relationships to ensure satisfaction and retention.
Sales and target achievement: Actively selling policies and meeting or exceeding monthly and annual sales targets.
Adherence to regulations: Ensuring that all sales practices and processes are fully compliant with company policies and regulatory guidelines, such as those set by the IRDAI in India.
Upselling and cross-selling: Identifying opportunities to sell additional products or services to existing customers to increase their lifetime value.
Leveraging technology: Using online tools, customer relationship management (CRM) software, and other digital platforms to streamline the sales process and enhance the customer experience. 


Canara Hsbc Oriental Bank Of Commerce Life Insurance Company Ltd

Relationship Officer/Sr Relationship Officer/Ex Relationship Officer

LINK ROAD

LIC Insurance Advisor

Gandhi Nagar Mod

Goshala

NIVA BUPA HEALTH INSURANCE CREDIT LIFE CHANNEL ,AXIS BANK.
RELATIONSHIP MANAGER 
CTC-3.5


Brigadier Zabar Singh Colony

Villages

 COMPAY- NIVA BUPA HEALTH INSURANCE ASSETS CHANNEL , WITH AXIS BANK 
 PROFILE- RELATIONSHIP MANAGER 
CTC -3.5 



Nai Duniya

Niranjanpur Circle

Key Responsibilities:
·        Medical Review & Claims Adjudication: 
Assess and validate medical claims based on clinical documentation and policy coverage. 
Interpret diagnostic reports, treatment plans, and prescriptions to determine claim eligibility. 
Coordinate with internal medical teams to ensure accuracy in claims decision-making. 

·        Customer Interaction & Support: 
Communicate with policyholders, hospitals, and third-party administrators (TPAs) to explain claim decisions in a clear and professional manner. 
Handle escalated or complex customer service issues involving medical claims. 
Offer support and guidance on claim submission processes and documentation requirements. 

·        Compliance & Documentation: 
Ensure all claims are processed in compliance with IRDAI regulations and internal guidelines. 

Maintain accurate records of claim assessments, approvals, denials, and communications.


Icici Lombard

Insurance Claims Specialist

Subramaniyapuram Extension

Peramanur

Develop and execute effective collections strategies for a diverse portfolio of home loan product.

Lead, train, and manage a team of collections executives to achieve individual and team recovery targets.

Monitor and analyze collections data to identify trends, predict non-performing assets (NPAs), and optimize recovery processes.

Ensure all collections activities adhere to internal policies and regulatory guidelines set by the Reserve Bank of India (RBI) and other relevant authorities.

Handle complex or escalated collections cases, negotiating with customers to find viable repayment solutions.

Collaborate with the credit, legal, and risk teams to improve loan underwriting standards and resolve legal disputes.

Prepare and present detailed reports on collections performance, NPA status, and recovery rates to senior management.

Implement and manage collections software and tools to enhance efficiency and data accuracy.


Muthoot Finance

Collection Manager

I.I.T.Main Gate

Johar Chowk

Job Position: Wealth Manager

Job Location : Ghatkopar

1- 2 years Experience

Salary: As per profile

Age Criteria - 45


Job Objective: Drive AUM growth through client management and new customer acquisition via HNI and corporate channels. Ensure revenue growth by cross-selling products. Individual contributor role.

Job Description: 
•       Build AUM with strategic sales plans.
•       Cross-sell products and update clients on market trends.
•       Conduct financial planning for HNI and retail clients.
•       Suggest tailored investment solutions.
•       Review and diversify portfolios.
•       Expand client database for various financial products.
•       Conduct sales calls and follow-ups.
•       Showcase products in marketing activities.

Industry: Financial Services
Employment Type: Full-time


Darsh Recruitment Consultancy

Wealth Manager

Bhawanipur

Kotak Life Insurance

Assistant Branch Manager

MR 10 Road

Envision Infotech

Stock Market Specialist

Raja Mandi

Panchkuian


Job Summary:We are seeking a motivated and result-driven LIC Insurance Advisor to join our growing team. As an advisor, you will be responsible for promoting and selling life insurance policies offered by LIC of India. This role is ideal for individuals looking for a flexible career with high earning potential and the opportunity to make a meaningful impact on people's lives by helping them secure their financial future.

Key Responsibilities:
Identify and approach potential clients through networking, referrals, and cold calling.
Understand clients' financial needs and recommend suitable LIC policies.
Explain policy details, benefits, and premium structures to clients.
Assist clients in completing policy applications and documentation.
Maintain long-term relationships with clients and provide post-sales support.
Stay updated on LIC's latest products, policy changes, and market trends.
Meet sales targets and report regularly to the agency manager or development officer.



AI Resume builder

AI Resume checker

AI Cover letter generator

Blog

Banking Insurance Financial Services Jobs In Alappuzha - 6700 Verified Vacancies

Life Planning Officer

Associate Manager

Business Partner / Financial Consultant / Life Advisor

Relationship Manager

Relationship Officer/Sr Relationship Officer/Ex Relationship Officer

LIC Insurance Advisor

Relationship Manager

Relationship Manager

Insurance Claims Specialist

Collection Manager

Wealth Manager

Assistant Branch Manager

Stock Market Specialist

LIC Insurance Advisor