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Duggirala

Rajendranagar

Job Description:
Your responsibilities are briefly as below (but not limited to this):
As a Relationship Manager, your key goal is to keep up the relationship with bank branches and processing units of State Bank of India. Your job will be to get the smooth processing done of the loan files given by the company, at the same time, put equal efforts to generate fresh leads from the referrals and other avenues.

CTC: Based on your interview performance.

Eligible criteria:
Looking for Married Male candidates with field experience
Ready to travel 50 to 60 km everyday
Two-wheeler mandatory


Workday and timings: 5-day work week but 1st, 3rd, and 5th Saturdays are working.

Minimum commitment: 18 months

This job can be widely searched as sales executive, field sales executive, business development executive.


WeMakeScholars Edtech

Relationship Manager

Porur

Aalathur IE

Sr.Key Responsibilities1New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML2Ensure successful onboarding of customer for a smooth transition to branch banking team. 3Activation of customer – Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB. 4Activities for lead generation 5Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams  (RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer  
Qualifications and Experience Requirement
QualificationsMinimumGraduate Preferred MBA + IRDA qualifiedExperienceEssential2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segmentMust possess good knowledge of commercial catchments and business segments for new to bank acquisition.Should know the local language. 
Competency Requirements
Technical Skills
SkillAttributeComputer SkillsGood skills of Excel. Banking KnowledgeCandidates with basic knowledge of Business Banking, Trade/FX will be preferable.  
Behavioural Skills
SkillAttributeCommunication SkillsGood written & verbal communication. Fluency in English (written and spoken) Presentable and with High Grooming standards 


Veerwal Getwork Services Private Limited

A C Guards

Bhagya Nagar Colony

I.I.T.Main Gate

Patli Pada

Job Description
We are looking for a driven and client-focused Investment Relationship Manager to join our growing team. The role involves assisting clients with their investment and financial planning needs, maintaining strong relationships, and working closely with senior partners to deliver high-quality advisory services.This is an excellent opportunity for fresh graduates or early-career finance professionals to gain hands-on exposure in wealth management, client handling, and investment advisory.
Key Responsibilities
Support senior partners in managing and servicing client portfolios.
Understand client goals, risk appetite, and suggest appropriate investment solutions.
Conduct portfolio reviews, track performance, and prepare client reports.
Assist in KYC, SIP, and account opening processes.
Coordinate with fund houses, RTA, and platforms for operational requirements.
Maintain CRM and ensure regular client communication and follow-up.
Attend client meetings (primarily in Mumbai region) with senior advisors.
Keep updated on market trends, new fund launches, and product developments.


SP Wealth Associates

Investment Relationship Manager

Ahmedabad (Rural) District Court

Chimanbhai Patel Institute

Headsbase Consultancy — Job Opening
Role: Commodity Currency - Dealing
 Grade: E1
Job Description
Responsible for activating commodity clients and generating targeted revenue.
Engage with 70–80 clients daily via phone to build relationships and solicit business.
Assist newly onboarded clients to start trading in the commodity market (onboarding support, product walkthroughs).
Place orders on behalf of clients as per their requests and follow up until execution.
Maintain accurate client records and report daily activity/results to the team.

Requirements
NISM – 16 & NISM – 1 certifications (mandatory).
Strong communication and tele-calling skills; target-driven and persistent.
Prior experience in commodities/currency dealing or client activation is preferred.
Comfortable placing orders and working in a fast-paced trading environment.

How to apply
 Headsbase Consultancy is hiring — interested candidates can share their resume on 9510309962 or email kruti.headsbase@gmail.com.
 (Please mention “Commodity Currency – Dealing, Grade E1” in the subject or message.)


Headsbase Consultancy

Commodity Dealer

Rashtrapati Bhavan

Ramesh Nagar

The Rudra Debt Solutions

Debt Recovery Agent

Noida Sector 16

Bima Palace IMF Private Limited

Insurance Agent/Advisor

Rajendra Place

WE ARE HIRING TEAM LEADER WITH TEAM FOR PERSONAL LOAN & BUSINESS LOAN PROCESS 
FIX OFFICE TIMING 
WE ARE OFFERING FIX SALARY & ATTRACTIVE INCENTIVE 

Job Description: 
﻿- Business Planning & development i.e. tie-ups with Freelancers, Dealers & Distributors, DSAs etc.

- Maintaining the Profitability of the Business and achieving the Business Targets.

- Can have experience in Personal Loans, Business Loans, and Unsecured Loan but should be comfortable with Personal Loan

- Generating sales with existing customers and developing opportunities with new prospective customers, lead generation

- Responsible for achieving monthly sales targets set by the company.

- Good understanding of the Loan industry in general & unsecured lending business in specific.




Responsible for identifying potential clients, pitching products or services and closing sales to achieves targets. Builds strong customer relationships and provides  excellent post-sales support.




Finbud Financial Services Private Limited

Team Leader - Loan

Subramanya Nagar

Marathahalli

Essential Duties and Responsibilities:
1. Business & People Related Responsibilities:
 Ensure growth of the branch revenue, profitability and sustainability through client interaction
and branch team management.
 Arrange regular investor interactions and meetings to enhance relationship value and expand
the client base.
 Engage with HNIs, new prospects and important customers of the branch to ensure customer
satisfaction, and brand visibility.
 Identify suitable talents for recruitment for placing the best available talent.
 Provide appropriate handholding to new joiners and support with training and guidance to
ensure that branch staff are fully equipped with knowledge, and they stay updated.
 Help and guide team to resister for and get necessary certification and thus improve skill.
 Engage with team and ensure retention of team colleagues. Own one’s team.
 Execution of lead generation activities and investor awareness programmes.
 Assess branch performance through periodic reviews based on metrics like revenue per
employee and branch profitability, as well as weekly reviews.
 Gather market intelligence and competitor analysis, which shall aid him/her in improving
business.
 Maintain adequate internal/external audit scores
 Incorporation of ESG (Environmental-Social-Governance) principles into Business practices.
2. Administration & Systems Related Responsibilities:
 Ensure timely payment of Annual Maintenance Costs (AMC) for all assets in order to maintain
business continuity.
 Ensure proper digital hygiene for all users and their devices.
 Liaison with vendors and ensure smooth operation of the branch.
 Conduct regular checks to ensure proper functioning of all branch equipment, both electrical
and non-electrical.
 Ensure regular follow-up and updations in CRM for the branch team.
 Report the need for replacement of outdated assets or scrap items to the designated committee
or the Administrative department in Head Office.
 Uphold a prudent housekeeping standards and secure storage of office documents, client
records and keys.
 Adherence to specified office timing for opening and closure of the branch.
3. Operations Related Responsibilities:
 Supervise daily branch operations including pay-ins, payouts, and customer grievance
resolution, referencing reports in the back office.
 Mitigate risk through regular monitoring of client positions, training team members to
prevent trade and/or other business transaction errors, and timely collection from debtors.
Ensure prompt deposit of pay-in cheques and proper management of petty cash payments incompliance with branch operational guidelines.
 Manage client grievances for suitable and timely solution, as mentioned in the branch
operations manual.
 Expedite account opening processes to minimize rejections (first time correct), verifying offmarket and closing cum transfer requests, and following up with head office departments
regarding client document updates, as per the branch operational manual.
 If a dealer is on planned leave, then the Branch Head should map terminals accordingly in
order to maintain business continuity.
 Report branch activities to the Regional Manager and State Head periodically.
4. Guidelines for Compliance & Statutory Management:
 Ensure compliance with Securities Exchange Board of India (SEBI) regulations for account
openings and share transactions.
 Ensure the timely completion of all compliance-related activities.
 Ensure display of all mandated licenses, notices, and certificates in the branch notice board.
 Maintain all necessary statutory documents and registers in accordance with guidelines
outlined by different departments at Head office.
 Management and compliance with voice logger system.


Quess Corp Limited

Insurance Sales / BD Manager

Johar Chowk

Recruiting, Screening, Training and Developing Life Insurance Advisors and giving them on field support.
Achieving Business Targets through team of Insurance Advisor.
Able to provide Mentorship
Good leadership qualities.
Acquire, build and maintain relationship with Insurance Advisors and Customers to generate business.
Strong Entrepreneurship Skills


Bajaj Allianz Life Insurance Company Limited

Business Development Manager (BDM)

Chaiteshwar Mahadev

Sales Manager has to recuit team of insurance consultant to sale Life Insurance policies


WE ARE HIRING CANDIDATE FOR LOAN ANDS INSURANCE SERVICES YOUR ROLE WILL INCLUDE EXPLAINING LOAN AND INSURANCE PLANS TO CUSTOMERS, AASISTING WITH APPLICATION, AND MAINTAINING CLIENT RECORDS.


Crix Capital

Loan Executive

Mayohall

Assistant Agency Manager
Department: Health Insurance – Agency Model
Locations: Goa | Bangalore

Key Responsibilities:
Recruit insurance agents from the field/open market.
Activate and train newly appointed agents to drive business.
Achieve assigned business targets through effective agent management.
Maintain and update daily activity and performance records.
Ensure timely follow-up with prospective customers and agents.
Work towards achieving key operational and sales objectives.

Preferred Candidate Profile:
Education: Graduate in any discipline.
Experience: 0-3 years
Freshers with good communication skills and local language fluency are welcome.
Experienced candidates (minimum 6 months in the Insurance/BFSI sector) preferred.
Communication: Strong interpersonal and communication skills.
Language: Proficiency in the local language is a must.

Other Requirements:
All previous employment documents must be available and verifiable.
Female candidates are highly preferred .



Informaticindia

Agency Manager

Hosapalya

Experience: 7–12 years in Collections / Finance domain
Package: Up to 5.4 LPA
Positions: 2
About the Role:
The Collections Assistant Manager will support strategic planning and execution of collections operations. This role requires experience in team management, process optimization, and reporting, ensuring that operational targets are consistently met.
Key Responsibilities:
Oversee multiple collections teams and ensure adherence to KPIs
Implement process improvements to enhance productivity and recovery rates
Prepare and present weekly/monthly performance reports to senior management
Handle escalated customer issues and ensure resolution within SLA
Conduct regular training, coaching, and performance appraisals for team members
Ensure compliance with regulatory and company guidelines

Required Skills & Qualifications:
7–12 years of experience in Collections, Finance, or Debt Recovery Operations
Strong team leadership and stakeholder management skills
Excellent analytical and problem-solving abilities
Familiarity with CRM tools, collection software, and reporting systems



Skills & Requirements
Required SkillsCollections OperationsFinance OperationsDebt Recovery OperationsTeam LeadershipStakeholder ManagementAnalytical SkillsProblem-solvingCRM ToolsCollection SoftwareReporting Systems
Preferred Skillsfinance operations
Experience
7 - 12 years
Education
Graduation (10 + 2 + 3)
Age Range
28 - 35 years
Languages Required
English


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Banking Insurance Financial Services Jobs In Barabanki - 6930 Verified Vacancies

Relationship Manager

Relationship Manager

Relationship Manager

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Commodity Dealer

Debt Recovery Agent

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Team Leader - Loan

Insurance Sales / BD Manager

Business Development Manager (BDM)

Relationship Manager

Loan Executive

Agency Manager

Collection Assistant Manager