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Nai Duniya

New Palasia

TELE CALLING JOB, 9 AM TO 6 PM .
FIX SALARY FROM 15000 -50000 DEPANDING UPON TO INTERVIEW.


SS Broking

Stock Market Specialist

Subramanya Nagar

Indiranagara

SBI life insurance is doing recruitment recruitment. interest candidates only apply.


Sbi Life Insurance Company Limited

Unit Manager

Rashtrapati Bhavan

Sec-43/44a Gurgaon

The Relationship Officer plays a pivotal role in managing and growing client relationships within the investment and wealth management domain. This position requires a blend of financial acumen, client servicing excellence, and strategic advisory capabilities to deliver tailored investment solutions and foster long-term trust.Client Relationship ManagementServe as the primary point of contact for high-net-worth individuals (HNIs) and affluent clients.
Build and maintain strong, trust-based relationships through regular engagement and personalized service.
Investment Advisory
Understand client financial goals, risk appetite, and investment preferences.
Recommend suitable investment products including mutual funds, PMS, bonds, equities, insurance, and alternative assets.
Collaborate with portfolio managers and research teams to deliver informed advice.
Portfolio Monitoring & Reporting
Track client portfolios and provide timely updates on performance, market trends, and rebalancing needs.
Ensure compliance with regulatory norms and internal policies.
Business Development
Identify cross-selling and upselling opportunities across wealth products.
Acquire new clients through referrals, networking, and targeted outreach.
Operational & Compliance Support
Facilitate onboarding, KYC documentation, and transaction processing.
Maintain accurate records and ensure adherence to audit and compliance .







 



Chadha Investment Consultant

Relationship Officer

Porur

Tambaram East

Should have the capability to Recruit & handle a team with support from Leaders & Managers


Kotak Life Insurance

Recruitment Associate

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

JL Nehru Road

Aditya Birla Capital
Kolkata park street.

Job Description

Job Purpose:Financial consultant/ASSOCIATE Partner
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.


Team Leader Consultant

Kirti Nagar

We are looking for the Loan Sales Manager which is responsible for overseeing the sales and business development activities related to the company’s loan products (personal loan or business loan). This role involves developing sales strategies, managing a team of loan officers or sales representatives, meeting revenue and loan volume targets, and ensuring compliance with financial regulations and internal policies. Set weekly and monthly sales targets for the loan sales team. Conduct regular training sessions to improve product knowledge and sales techniques. Maintain a database of key clients and prospects. Prepare and present sales reports, forecasts, and performance dashboards to senior management. Portfolio quality (default rates, NPA levels). Team performance metrics


Amadhia Investment India

Loan Manager

Delhi Cantt

𝗦𝗞𝗜𝗟𝗟𝗦 :-

*Good verbal and communication skills
*Negotiation ability
*Prospecting the leads 
* Customer handling
* Excellent learning skills
* Claims management 

𝐀𝐁𝐎𝐔𝐓 𝐓𝐇𝐄 𝐉𝐎𝐁 :-
In this job you will be designated as an advisor in the " 𝐋𝐈𝐂 " who will sell insurance products on behalf of "LIC".
It will be purely a sales job . You will have to prospect the potential customers, identify their needs and give them the best service possible .
QUALIFICATIONS:
10 th pass
Minimum age 18 years

𝐖𝐇𝐀𝐓 𝐘𝐎𝐔 𝐖𝐈𝐋𝐋 𝐁𝐄 𝐆𝐄𝐓𝐓𝐈𝐍𝐆 ?

You will be getting the commission on each and every policy you sell. 
Commission Structure in "LIC" as of now:-
• In the first year you will get 28% commission on each policy you sell 
• in the 2nd , 3rd 4th and 5th, you will get 7.5% commission on selling 
• After it, till the policy term you will get 5% commission that is called renewal commission
• Gratuity upto 5 lakh
• A chance of getting a government job in LIC after serving for 5 years 
• Mediclaim
• Office and festive advances
• Home loan, educational loan, bike and car loan at almost no interest rate


𝐀𝐁𝐎𝐔𝐓 𝐔𝐒:-
The Life Insurance Corporation of India (LIC) is a state-owned insurance and investment company. Established in 1956, LIC is one of the largest insurance companies in India. 

We offer a wide range of life insurance products, including term insurance, endowment plans, money-back policies, and unit-linked insurance plans (ULIPs). LIC aims to provide financial protection and wealth creation opportunities to individuals. Our products are designed according to diversified needs of customers, offering options for savings, investment, and retirement planning.

𝐅𝐎𝐑 𝐌𝐎𝐑𝐄 𝐃𝐄𝐓𝐀𝐈𝐋𝐒 :-
Contact:-
Mobile - 9711821620
Gmail- Komal79824@gmail.com


Lic Agent

Gandhi Nagar Mod

Goshala

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


Niva Bupa Health Insurance Company

Relationship Manager

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

Ahmedpur

Budha Gaon

NIVA BUPA HEALTH INSURANCE 
AXIS BANK 
CTC 3.5


Keshari Nagar

Laxmisagar

Bajaj Allianz Life Insurance Company Limited

Team Leader

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.



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