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Kallayam 

Jagathy 

Relationship manager has to meet customers in person for analysing their needs and present a suitable solutions for the customers financial planning,with Life Insurance,Health insurance and Mutual funds of Different companies


Iva Insurance Broking Private Limited

Relationship Manager

Gopipura

Sosyo Circle

I have a vacancy in icici prudential life insurance Banca channel and credit life channel 
for this I need a Banca sales candidate 
and his experience should be at least 1 year
the package will be based on work experience .


Icici Prudential Life Insurance Company Limited

Financial Sales Associate

Moolakulam Stop‎

New Mofussil Bus Station‎

We are hiring Candidates for the post of Financial consultant from housewives Financial distributors and retired people in and around Pondicherry. Interested Candidates may call or wattsapp to 8072841031


Max Life Insurance Company Limited

Financial Consultant

Ahmedabad (Rural) District Court

Chaiteshwar Mahadev

ICICI prudential life insurance banca channel ,
icici bank 
3.5 ctc 
product -life insurance 


Rashtrapati Bhavan

Sohna Chowk Gurgaon

Agency Sales: Recruiting Advisors from your own social network, then getting business through them by trained them and Motivate.
Direct Sales: Getting business from 100% leads provided by the company.
Bancassurance: Getting insurance business by sitting in alloted branch for a Particular Bank


Agency Manager

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

Santoshi Mata Chowk

Council Hall (Police Commissioner Office)

Hello, We are urgently hiring for Agency manager.

👤 Position: Agency Manager
 🏢 Company: Bimakart Insurance Broker
 🌍 Location: Pan India
💰 Salary: Fixed CTC (Hike on previous salary) + Unlimited Incentives
We’re hiring ambitious candidates to join our team!
 Your role will include:
 ✅ Recruiting and managing a team of agents
 ✅ Achieving monthly sales targets
 ✅ Exploring new business opportunities
Requirements:
0–2 years in sales/marketing (Insurance preferred)
 Minimum HSC / Graduate
 Good communication skills
 Bike + valid driving license mandatory
🌟 Benefits:
High fixed salary with fast career growth
 Unlimited incentives
 Leadership opportunities
📞 Interested?
Contact Omkar Jadhav – 9822210941
🚀 Join Bimakart Insurance Broker – India’s Trusted Insurance Partner!



Reinsurance and Investment Services 

Chimanbhai Patel Institute

✅ Hiring: Options Client Acquisition Specialist | Ahmedabad
Location: Ahmedabad
Department: Derivatives / Options Desk
Experience: Minimum 4 years in Broking / Capital Market Sales
Role Type: Full-time, On-site
Role OverviewWe are hiring an experienced professional to drive options trading client acquisition and manage volume growth through digital & on-ground trader networks.
Key Responsibilities• Acquire active Options trading clients through
Telegram groups, trading communities, influencers, institutes & events
• Reactivate inactive or low-trading option clients
• Increase trading volume from existing clients
• Explain product features and handle client queries
• Provide support on trading platforms & tools
• Build & maintain strong relationships with traders & investors
Requirements• Minimum 4+ years experience in stock broking / capital markets
• Strong knowledge of Derivatives & Options trading
• Experience working with trader communities preferred
• Excellent communication and networking skills
• Able to drive client acquisition & trading volumes
Why This Role• Work with active trader ecosystem
• Opportunity to scale in fast-growing options segment
• Dynamic market-facing desk role, no field sales pressure tone
Apply Now📞 7096087107
📧 hr.headsbase@gmail.com
📍 Ahmedabad


Headsbase Consultancy

Options Client Acquisition Specialist

Porur

Malanthur

We are looking tirupati near by candidates only intrested can apply or call


Manuvishnu Finserve LLP

Customer Relations Officer

Nehru Enclave


About HDFC Life Insurance: HDFC Life Insurance is one of the leading life insurance companies in India, committed to providing a wide range of insurance products to secure the future of families across the country. We offer a comprehensive suite of life insurance solutions, ranging from protection to savings and investment plans.
Job Overview: We are looking for a highly motivated and results-driven Agency Partner to join our dynamic team at HDFC Life Insurance. As an Agency Partner, you will be responsible for recruiting and managing a network of agents, driving sales growth, and ensuring that customers receive exceptional service while helping them protect their financial future through our life insurance products.

Age Criteria : 25 + to 60

Key Responsibilities:
Agency Recruitment & Development:


Recruit, train, and develop a team of agents to build a robust agency network.
Conduct regular meetings with agents to ensure proper guidance, motivation, and skills development.
Provide agents with continuous learning opportunities to enhance their knowledge of life insurance products and sales techniques.

Sales & Revenue Generation:


Achieve sales targets by driving the team of agents to meet their individual and collective goals.
Monitor and support agents in their sales process, helping them close business and ensure customer satisfaction.
Cross-sell and up-sell HDFC Life products based on customer needs analysis and market trends.

Customer Relationship Management:


Build and maintain strong relationships with clients, providing them with personalized insurance solutions.
Ensure high levels of customer retention and satisfaction through excellent after-sales service.

Compliance & Reporting:


Ensure all operations and business activities are conducted in compliance with the company’s policies, regulatory guidelines, and industry standards.
Maintain accurate records and report regularly on sales performance, agent development, and market conditions.

Market Analysis & Strategy Development:


Stay updated with market trends, competition, and regulatory changes to ensure that HDFC Life remains competitive.
Develop strategies for expanding business opportunities and improving market penetration.



Hdfc Life Insurance Company Limited

Team Leader

Jantar Mantar

Company Overview:
Since its incorporation in 1989, MyMoneyMantra has created a mark of excellence in providing the best loan deals to customers across various financial products. These include Home Loans, Personal Loans, Loans against Property, Business Loans and Credit Cards. The organization has an edge in the market with a pool of 4 million+ happy customers, 100+ associated banks and 2500+ relationship managers. We are associated with leading banks and financial institutions in the country including ICICI Bank, HDFC Bank, Axis Bank, Citibank, PNB HFC, Tata Capital, Standard Chartered, SBI and Deutsche Bank. As a company, we continually strive to increase our partner base in order to offer maximum choice and quality products to our customers.
Team Leader- Mortgage
Key Skills:
1)    2-3 years of experience in sales of Personal Loan
2)    Graduate/ Undergraduate can apply.
3)    Should have handled team of at least 8-10 team members.
4)    Should motivate and lead the team to achieve the desired targets. Communicates deadlines and sales goals to team members effectively.
5)    Should have good communication skills and computer savvy.
6)    Should have passion and positive attitude towards sales.
7)    Answer team member queries, problems and help them to improve their performance to deliver good results.
8)    Also work towards ensuring zero mis-selling practice.
9)    Flexible to work for 6 days a week.
10)  Provide monthly sales report to Manger timely.                                                                   

 Location: CP


Mymoneymantra

Sales Team Leader- Personal Loan

Kataharimahurasar

Wealthvalley Insurance Marketing Private Limited

Business Development Manager (BDM)

Mirsali Colony

Teli Mohalla

Job Title: Relationship Manager
Department: Liabilities / Retail Branch Banking – HNI / Premium segment

Key Responsibilities:

Manage and grow a portfolio of High Net Worth Individual (HNI) / premium customers under the “Royale” segment. 

Drive acquisition of new-to-bank (NTB) clients as well as deepening of existing relationships (liabilities – CASA, savings, current accounts; investment products; retail assets) in the premium segment. 

Provide advisory support and service excellence to premium customers: ensure high levels of satisfaction, personal attention, relationship continuity. 

Use CRM tools / sales analytics / segmentation to track interactions, pipeline, opportunities, lead-conversion and portfolio growth. 

Ensure compliance with KYC / AML / bank’s risk management / internal credit & banking policies while sourcing/deepening business. 

Achieve defined sales targets (volume and value) for the premium segment as per scorecards. 

Liaise with other bank functions (investments, wealth, insurance, branch operations) to offer holistic banking solutions to premium clients.

Maintain market intelligence of the premium/HNI segment in the assigned territory: competitive products, client needs, digital-offers, etc.

Participate in branch/territory campaigns, networking events, referrals, industry associations to source HNI relationships.


Desired Profile:

Qualification: Graduate / Postgraduate (in any discipline) is preferred. 

Experience: Typically 4-8 years in retail banking / relationship management focusing on HNI / affluent / premium clients. 

Excellent interpersonal & communication skills; strong service orientation; ability to engage senior clients effectively. 

Good negotiation, sales skills, ability to work under pressure and meet targets.

Knowledge of banking products (liabilities, investments, retail assets), and comfortable handling high-value client relationships.

Local language + English proficiency; willingness to travel within assigned territory.


Au Small Finance Bank Limited

RM Royale/RM Platinum

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



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Banking Insurance Financial Services Jobs In Barabanki - 7714 Verified Vacancies

Relationship Manager

Financial Sales Associate

Financial Consultant

Relationship Manager

Agency Manager

Collection Manager

Agency Manager

Options Client Acquisition Specialist

Customer Relations Officer

Team Leader

Sales Team Leader- Personal Loan

Business Development Manager (BDM)

RM Royale/RM Platinum

Business Partner / Financial Consultant / Life Advisor