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Start Hiring

Porur

Tambaram East

We are Hiring insurance advisor for our Lic company
Good salary+ Attractive incentive
Interested candidates can call or apply


Insurance Agent/Advisor

Subramanya Nagar

Kailasipalyam

Job Description:
·  Generate Business for Credit cards & Cross sell all the products of the Bank.
·  Relationship management for a portfolio of the customers.
·  Field Sales Operations & Audit Compliance.
Desired candidate profile:
1.    Must be a graduate from any stream.
2.    Freshers OR Experienced candidates( Females) Min. 1Yr - Interested in Direct Sales & Field sales are preferable.***
3.    Candidates with prior 1Yr experience in BFSI/NBFC will have an added advantage.
4.    Any Credit Card sales or cross sellings or Banking product sales experience preferable.
5.    Must be Open to Travel / Knowing Driving **
6.    Must have good communication skills.


Bayleaf Hr Solutions Private Limited

Field Relationship Manager

Rajaji Nagar Old Police Station

Explain product features, benefits, premium details, and policy terms in a clear and customer-friendly manner.
Achieve monthly sales targets through cross-selling and up-selling health insurance plans.
Maintain customer records, proposals, and application forms accurately.
Build lasting relationships with customers to drive repeat business and referrals.
Handle policy renewals, endorsements, and corrections in customer details.
Maintain compliance with company policies, regulatory norms, and IRDAI guidelines.
Generate daily/weekly MIS reports related to sales and claims.
Provide feedback to management on customer needs, market trends, and competitor activities.
Assist customers with claim intimation, documentation, and submission processes.
Coordinate with insurance companies/TPAs to ensure timely processing of claims.
Track claim status and proactively update customers.
Resolve claim-related queries and escalate issues wherever necessary.
Educate customers about claims guidelines, required documents, and timelines.




Devansh Insurance Broking

Health Insurance Specialist

College Square

Dunlop


The Senior Relationship Manager (SRM) is responsible for managing and growing a portfolio of high-value clients by delivering tailored financial or business solutions. This role involves maintaining long-term client relationships, ensuring client satisfaction, identifying cross-sell opportunities, and meeting revenue targets. The SRM acts as a strategic advisor and a key point of contact between the organization and its clients.

Key Responsibilities:
Client Management:

Serve as the primary point of contact for a portfolio of high-net-worth or strategic clients.

Build deep relationships by understanding client needs, business models, and goals.

Ensure consistent and high-quality service delivery across all client touchpoints.

Business Development:

Identify and pursue new business opportunities within existing accounts.

Cross-sell and upsell products/services aligned with client needs.

Acquire new high-potential clients to grow the portfolio.

Strategic Advisory:

Provide tailored advice and solutions to clients using a consultative approach.

Collaborate with internal specialists (e.g., product, credit, investment teams) to deliver holistic solutions.

Revenue & Performance:

Achieve individual and team sales/revenue targets.

Monitor portfolio performance, client profitability, and risk exposure.

Risk & Compliance:

Ensure all activities are compliant with internal policies, regulatory requirements, and risk guidelines.

Proactively identify and mitigate risks in client relationships.

Team Collaboration:

Mentor junior relationship managers or associates.

Collaborate with cross-functional teams to ensure seamless client service delivery.

Qualifications:
Bachelor's degree in Business, Finance, Economics, or related field (MBA or relevant certification is a plus).

7+ years of experience in relationship management, preferably in financial services, banking, or B2B sales.

Proven track record of managing large client portfolios and meeting sales/revenue targets.

Strong understanding of financial products, credit analysis, or industry-specific solutions.

Excellent interpersonal, communication, and negotiation skills.

High level of professionalism, integrity, and client-centric mindset.

Preferred Skills:
CRM system proficiency (e.g., Salesforce, Microsoft Dynamics)

Analytical mindset with strong problem-solving ability

Ability to manage complex client relationships and multi-product solutions


Pnb Metlife India Insurance Company Limited

Senior Relationship Manager

JJ Nagar East

WE ARE HIRING

ACCESS INCORP

ONLY FULL TIME

ROLE : TELECALLER, FIELD OFFICER, TEAM LEADER. 

GENDER : MALE & FEMALE

LANGUAGE PREFERENCE : TAMIL, TELUGU, MALAYALAM,

TIMING : 9:30AM TO 6:30PM

WORKING DAYS : MONDAY TO SATURDAY

AGE LIMIT : 20+
 
QUALIFICATION : 10th , 12th ANY DEGREE

SALARY : 12K TO 20k +Incenvtives

WORK LOCATION : NERKUNDRAM, MOGAPPAIR 
 
EXPERIENCE : BOTH FRESHERS AND EXPERIENCE CANDIDATES


INTERESTED PERSON CONTACT 
    DEEPIKA HR
9498690016
    


Access

Collection Team Leader

I.I.T.Main Gate

Dawn Mill

Distributor / investor query handling
KYC documentation
CRM handling
MIS knowledge
Sales RM management
At least MF/Banking financial/Securities background




Netizen Engineering Private Limited

Customer Service Executive

Rashtrapati Bhavan

M.G Road Gurgaon

Generate leads through market visits, references, and other channels.
Acquire and manage customers for NBFC and Home Loan products.
Conduct field sales activities to achieve assigned business targets.
Build and maintain long-term customer relationships for repeat and referral business.
Coordinate with internal teams for smooth loan processing and disbursement.
Stay updated on market trends and competitor activities.

 


Veerwal Getwork Services Private Limited

Relationship Manager

Gopipura

Sosyo Circle

Bancassurance vertical / Credit life vertical - Partner Engagement  Build relationship with branch staff and support to the branch staff 

Job Specifications: 
1. Financial Sales Profile - Provide on and off field support to branch employees 
2. Providing need based “Financial planning for customers”. 
3. Acquiring knowledge and developing skills on products and process through E-learning modules. 
4. Imbibe technology platforms to learn & educate about Financial Plans. 
5. Handling and managing customers and team members. 
6. Be self-motivated and drive to succeed 
7. Passion to learn and earn 
8. Sales orientation & willingness to extensively work outdoors 
9. Enjoys interacting with people and building relationships


Icici Prudential Life Insurance Company Limited

Financial Consultant

Santoshi Mata Chowk

Chakan Mahalunge Phata

All type of Banking & Finance collection job in volves contacting customers with over due accounts to recover unpaid debts by negotiating payments plan and resolving billing issue.
Key responsibilities include monitoring accounts, maintaining accurate records of interactions and payments.
Skills such as strong communication, negotiation, problems-solving, attention to details and familiarity with debt collection laws are essential for this role.


Khushi Enterprises

Debt Recovery Agent

Kokani Pada Malad

We require people in life insurance,Health insurance, Mutual Fund, General insurance, loans and business loan,Equity, ipo and pre ipo investment and properties. Who can guide our customers and provide services to them.


Sujal Shah & Co.

Insurance Sales Executive

Majhwind

Shafipur

A. Position Summary: 
 
 Achieving business results in the Defence Retail business through worksite sales process through effective distribution of Insurance products in the target affinity. Responsible for Agent/ Officer Prahri recruitment, Agent / Officer Prahri development and meeting the business targets month on month according to the plan.
B. Key Responsibilities: 
 



·      
For guidance, supervision and control over the
OP under his/ her hierarchy in respect to their life insurance business.
·      
For the quality of life insurance policies
sourced by the OP under his/ her hierarchy. 
 
1)     Agent/ Officer Prahri Development:
•      
Ensure product
knowledge by Company’s ways of training
•      
Joint field calls (JFC) and post presentation follow up process in
Units/Battalions.
•      
Develop agents/Officer Prahri on Prahri Commando Course platform
•      
Development of
agent/Officer Prahri prospecting habits, calling habits and work habits
•      
Work with
agent/Officer Prahri on planning and reviewing of activities and goals
•      
Identify the
training needs of the agent/Officer Prahri and work with Trainers to improve
the same
 


 



2)     Business Deliverables and Responsibilities:
•      
Achievement of
monthly, quarterly & yearly Goal sheet targets
•      
Build an
influencer network in conjunction with agent/Officer Prahri to approach
Units/Battalions for Sales Seminar presentations.
•      
Fix Sales
seminar presentations in Units/Battalions through influencer network and
Office Head support,
•      
Ensure effective follow up process in Units/Battalions post sales
seminar presentation.
•      
Maintain a database of customers touched through sales seminar
presentations
•      
Ensuring
business is done in an ethical and honest manner which is in compliance to
the IRDA norms
•      
Maintain agent/Officer
Prahri productivity as per business plan
 


C. Job Specifications: 
 
1.      Qualifications 
-         12th, Graduate/ Post Graduate or Equivalent for Defence ex-servicemen
2.      Experience: 
-         Minimum 1-6 years of work experience in Sales Development role
-         Experience in the life insurance industry/ any other industry in sales role is necessary.
-         Affiliation with the Armed Forces would be highly preferred.
 


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Banking / Insurance / Financial Services Jobs - 5865 Verified Vacancies

Insurance Agent/Advisor

Field Relationship Manager

Health Insurance Specialist

Senior Relationship Manager

Collection Team Leader

Customer Service Executive

Relationship Manager

Financial Consultant

Debt Recovery Agent

Insurance Sales Executive

Sales Manager- Defence Channel

Assistant Relationship Manager

LIC Insurance Advisor

Life Insurance Advisor

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