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A C Guards

Liberty

Au Small Finance Bank Limited

Relationship Officer

I.I.T.Main Gate

Andheri

Job Profile: Relationship Manager – Insurance Broking
Position Summary
The Relationship Manager (RM) is responsible for developing and managing relationships with corporate and retail clients to promote insurance products and services offered through the broking firm. The RM acts as the primary point of contact between clients and the insurance company, ensuring client satisfaction, policy renewals, and business growth.
Key Responsibilities
1. Client Acquisition & Business Development Identify and acquire new clients (corporate & individual) for various lines of insurance (General, Health, Life, Marine, Property, Liability, etc.).
Generate leads through networking, referrals, cold calls, and market research.
Achieve assigned sales and revenue targets for both new and renewal business.

2. Client Relationship Management Maintain strong, long-term relationships with clients and key decision-makers.
Understand client needs, risk exposures, and provide suitable insurance solutions.
Act as a liaison between clients and insurance companies for quotations, policy issuance, and claim assistance.

3. Policy Servicing & Renewal Management Handle policy renewals proactively and ensure timely renewal of client policies.
Review existing insurance portfolios and suggest enhancements or cost optimizations.
Coordinate with underwriting and operations teams for documentation, endorsements, and compliance.

4. Claims Support Assist clients in claim intimation, documentation, and coordination with insurers.
Provide end-to-end support to ensure smooth and fair claim settlement.

5. Market Intelligence & Reporting Keep updated on insurance products, industry trends, IRDAI regulations, and competitor activities.
Prepare MIS reports on sales, renewals, and client servicing activities for management review.
Skills & Competencies :-Strong communication and interpersonal skills.
Good understanding of various insurance products and risk management concepts.
Negotiation and persuasion skills.
Customer-centric approach with service orientation.
Ability to work under pressure and meet targets.
Proficiency in MS Office (Excel, Word, PowerPoint) and CRM tools.

Educational Qualification
Graduate (preferably in Commerce, Business Administration, or Insurance).
MBA or PG Diploma in Insurance, Finance, or Marketing (preferred).
IRDAI (Insurance Regulatory and Development Authority of India) certification/licensing for broking operations (mandatory as per role).
Experience 0–2 years of experience in insurance broking, banking, or financial services.
Experience in handling corporate clients or SME accounts preferred.
Key Performance Indicators (KPIs)New business generation (premium volume & revenue).
Client retention and renewal ratio.
Cross-selling and upselling of insurance products.
Customer satisfaction and feedback.
Claims turnaround time and support efficiency.



PIB Insurance Brokers

Subramanya Nagar

Kailasipalyam

Job Title: Branch Manager – Gold Loan (NBFC)
Location: Surat
Industry: Financial Services / NBFC

Job Summary:We are seeking an experienced and dynamic Branch Manager to oversee branch operations and drive business growth in the Gold Loan vertical. The ideal candidate will have strong experience in NBFCs or financial services, with proven expertise in business development, sales, and branch management.

Key Responsibilities:Manage day-to-day branch operations and ensure compliance with company policies and regulatory guidelines.
Drive business development and achieve sales targets for Gold Loan and third-party products (TPP).
Supervise and mentor branch staff to ensure high productivity and performance.
Handle customer service, loan documentation, KYC verification, and gold appraisal.
Develop and maintain strong customer relationships to enhance branch profitability.
Monitor collections, resolve customer queries, and ensure smooth loan disbursement.
Ensure timely reporting and coordination with regional and head office teams.


Eligibility Criteria:
Education: Regular graduate from a recognized university or college.
Experience: Minimum 2 years of experience in NBFC / Financial Services with mandatory experience in Gold Loan.
Age: Below 40 years.


Skills:
Strong leadership and team-handling abilities.
Excellent communication and customer service skills.
Sound knowledge of Gold Loan operations and appraisal process.
Proven track record in sales and business development.



Muthoottu Mini Financiers

Branch Manager

Santoshi Mata Chowk

Harshda Chowk

🚀 Financial Market Analyst & Client Executive (Hybrid Role)

About the Role -
We are looking for a sharp, results-focused individual to join our team in a dynamic hybrid role. You will be the engine driving both our market intelligence and client success, managing everything from lead generation to post-trade client servicing.

Key Responsibilities
Financial Expertise: Conduct market analysis (Equity, Commodity, Currency) and assist clients with DEMAT account opening and trading processes.

Marketing & Sales: Execute social media marketing and lead generation strategies to acquire new business.

Client Management: Handle existing client service and redressal, ensuring high satisfaction and retention.

Outreach: Conduct telecalling to qualify leads and secure future business opportunities.


Suraksheet Bharat

Finance Associate

Govind Garh

Aman Vihar

Job Description:

-Candidates with Trading/Investment experienve will be preferred

- An exciting opportunity to work at the intersection of finance,
technology, and client strategy.

- Be part of a leading SEBI-registered fintech platform that is
transforming how Indians invest & trade

- Gain hands-on experience in investment consulting, portfolio
analysis, and wealth advisory.

- Exposure to real-time investment decision-making, financial
product structuring, and client wealth building.

- Opportunity to directly interact with clients and make a
significant impact on their financial journeys.

- Fast-paced learning environment with mentorship from experienced
professionals in investment research and business development.

- Strong career growth pathway into leadership roles based on
performance.

Knowledge/skills:

* Opportunity to build deep expertise in Indian capital markets,
trading strategies, and portfolio management.
* You’ll gain practical finance experience that most
entry-level jobs don’t offer.
* Learn directly from SEBI-registered professionals in a
performance-driven environment.
* Career progression is fast—the best performers move to
leadership roles in 12-18 months.
* The role sets a strong foundation for future roles in wealth
management, financial consulting, and business strategy


Stockbox Technologies

Wealth Management Associate

Christurajupuram

Bhavanipuram

Role & responsibilities :
· As ABM-Coll candidate has to manage a group of Field Executives/Agents Team on a day-to-day basis.
· Team Management is a must.
· Ability to recruit agents for collection purposes on a commission basis.
· Visiting the field on day to day basis for inspection of Executives.
· Verifying the collection amount of each Executive by day end.
· Vising field for Marketing activities to generate new leads for Business Loans and Saving A/C's.
·    Interacting with the leads to close the deals. 
Preferred candidate profile
· Proven work experience in the field of Loans & Collections.
· Min qualification should be Degree & Above.
· Ability to recruit the Agency Channel for collections.
· Team Management ability.

Role:    Collection
/ Recovery Manager
Industry Type:  Banking
Department:  BFSI, Investments
& Trading
Employment Type:  Full Time, Permanent
Role Category:  Lending
 
Education
UG: Any Graduate
 
Key Skills
1.     Collection Management   2. Business Loan  3. Loan Microfinance  
4. Recovery Team management   5. Mortgage Loans    6. NPA 


Godavari Krishna Co-Op Society Limited

Assistant Branch Manager

Vkk Menon Road

Pappanaickenpalayam

Job Title: Banking-Loan Sales Executive

Department: Sales / Asset Products

Location: Coimbatore

Reporting To: Sales Manager / Branch Manager

Job Summary:

The Loan Sales Executive is responsible for generating and processing loan leads, building relationships with potential customers, and achieving sales targets for personal loans, business loans, home loans, or other financial products offered by the company. The role involves identifying customer needs, explaining loan options, assisting with documentation, and ensuring smooth disbursal of loans.

Key Responsibilities:
•	Generate leads through cold calling, field visits, referrals, and digital platforms.
•	Contact potential customers to explain loan products and eligibility criteria.
•	Collect and verify necessary documents for loan applications.
•	Coordinate with internal teams for loan processing and approval.
•	Maintain strong relationships with existing and new customers.
•	Meet or exceed monthly and quarterly loan sales targets.
•	Keep track of market trends and competitor activities.
•	Ensure all sales activities comply with company policies and RBI/Finance regulations.
•	Provide excellent customer service before and after loan disbursal.

Required Skills & Qualifications:
•	Minimum qualification: 12th Pass / Graduate (preferred in Commerce or Business)
•	Proven experience in sales, banking, or financial services is an advantage.
•	Good communication and negotiation skills.
•	Basic understanding of financial products and lending processes.
•	Ability to meet targets under pressure.
•	Proficient in MS Office and CRM tools (preferred).

Key Competencies:
•	Result-oriented and self-motivated.
•	Customer-focused approach.
•	Strong interpersonal and relationship-building skills.
•	Integrity and professionalism in all dealings.

Salary & Benefits:
•	Fixed Salary + Attractive Incentives
•	Travel Allowance (if applicable)
•	Career Growth Opportunities
•	Training and Development Support


Kanagadhara Associates

Loan Executive

Rashtrapati Bhavan

Pul Prahladpur

Debt Recovery Executive (Office-Based Role)Location:
 GD-Block, Pul Peladpur, Near Mittal Chowk, Badarpur, New Delhi – 110044
Job Description:
 We are hiring Debt Recovery Executives for our Pul Peladpur office. The role involves making and receiving calls related to debt recovery and customer communication. If you’re confident, motivated, and ready to grow your career in a professional environment, we’d love to have you on our team!
Work Details:
Timings: 9:30 AM – 6:00 PM
Location: GD-Block, Pul Peladpur (Near Mittal Chowk, Badarpur)
Nearby Areas Eligible to Apply: Sangam Vihar, Badarpur, Jaitpur, Khanpur (within 10 km radius)

Eligibility:
Age: 18 to 25 years
Qualification: Minimum 10th pass
Experience: Freshers and experienced candidates both can apply
Skills: Good communication and basic computer knowledge preferred

Perks and Benefits:
Free training provided (no hidden charges)
Attractive incentives based on performance
Competitive salary packages for experienced candidates
Friendly and supportive work environment

Interview & Office Address:
 GD-Block, Pul Peladpur, Near Mittal Chowk, Badarpur, New Delhi – 110044
Contact for Interview:
 📞 9999785456
Hurry up! Limited openings — start your career with us today!


Superior Guard

Debt Recovery Agent

RAMESH PARK

Job Title: Collection & Recovery Telecaller
Location: Laxmi Nagar, Delhi
Salary: ₹12,000 - ₹25,000 + Incentives
Experience: Minimum 1 year in relevant field

Job Description: We are seeking a motivated and results-driven Debt Recovery Executive to join our team in Laxmi Nagar. The ideal candidate will have a minimum of 1 year of experience in debt recovery or collections and will be responsible for managing and recovering outstanding debts from clients.

Key Responsibilities:Contact and negotiate with debtors to recover outstanding payments.
Maintain accurate records of all communications and transactions.
Develop and implement effective recovery strategies.
Provide regular updates and reports on debt recovery progress to management.
Resolve disputes and provide excellent customer service to maintain client relationships.
Collaborate with team members to achieve departmental goals and targets.
Qualifications:Minimum 1 year of experience in debt recovery, collections, or a related field.
Good negotiation and communication skills.
Ability to work independently and handle multiple accounts effectively.
Benefits: Competitive salary with performance-based incentives.
Opportunity for career growth within the company.
Supportive work environment.



Array Services

Collection Executive / Officer

Rajmudra Society

Job description
Company Name – CONNECT STOCKS FINANCIAL SERVICES PVT.LTD
Immediate Requirement - Relationship Manager
Demat selling - Cross selling /private equity, Insurance, Demat, Mutual Fund
Need to maintain relations with his clients and with the team members.
Job Location: Pune Branch - 📍 Office No 16,17, 5th Floor, D-Wing, K K Market, Dhankwadi, Pune - 411043
Required Candidate profile Good Communication skills.
Minimum Graduation preferred. Should be comfortable for sales. 
Experience: 0 – 5 Years
Salary: 3 - 5.5 Lacs P.A
To schedule your interview send your CV through WhatsApp 7276645661
Email @ : support@connectstocks.com
Perks and benefits Fixed Salary huge Incentives Growth opportunities
Role: Relationship Manager
Industry Type: Financial Services (Broking)
Department: Investments & Trading
Employment Type: Full Time, Permanent Role
Category: General Insurance
Education UG: Any Graduate PG: Any Postgraduate


Connect Stocks Financial Consultancy Private Limited

Relationship Manager

Ghaziabad Sector 22

We are hiring a team leader for our collection process. The candidate will be responsible for managing a team of collection executives . ensuring daily targets are achieved , and maintaining process compliance.


Pursuit Cx Private Limited

Collection Team Leader

KD BLK PITAMPURA

We are urgently hiring Recovery Agents for field collection work. The role involves handling active recovery cases and ensuring timely collection of pending dues through field visits and regular follow-ups.
👉 Two-wheeler is mandatory for this role. Dedicated and responsible candidates are required for immediate joining.


Decent Securities Private Limited

Recovery Agent (Field Collection Executive)

Sri Nagar Colony

MP Nagar

Handle/monitor team of collection executive and ensure target achievement.


V Serv Enterprises

Team Leader

Council Hall (Police Commissioner Office)

Job Title: Cross-Sell Relationship Officer – Home Loans
Department: Sales / Cross-Sell
Location: JM road, Shivaji Nagar, Pune
Reports To: Sales Manager / Cross-Sell Manager

Job Purpose - To drive cross-selling of financial products to existing home loan customers, increase wallet share, and enhance customer engagement for the NBFC.

Key Responsibilities
Identify cross-sell opportunities from the existing home loan customer base.
Pitch and sell relevant financial products such as insurance (life/general), personal loans, credit cards, top-up loans, and fixed deposits.
Maintain regular contact with home loan customers to understand their financial needs.
Ensure high customer satisfaction through effective communication and post-sales service.
Coordinate with internal departments (credit, operations, collections) to ensure smooth processing of cross-sell products.
Meet or exceed assigned monthly/quarterly cross-sell targets.
Maintain accurate records of customer interactions and transactions using CRM or MIS tools.


Requirements -
Education: Graduate (Any stream). MBA preferred but not mandatory.
Experience: 0–3 years of experience in sales, preferably in financial services or NBFCs.
Skills: Strong communication and interpersonal skills.
Sales and target-oriented mindset.
Basic knowledge of financial products.
Ability to build and maintain relationships.

Key Performance Indicators (KPIs)
Number and value of cross-sell conversions.
Conversion rate from leads to sales.
Customer retention and satisfaction scores.
Timeliness and accuracy of documentation.



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Banking Insurance Financial Services Jobs In Berhampore - 7722 Verified Vacancies

Relationship Officer

Relationship Officer

Branch Manager

Finance Associate

Wealth Management Associate

Assistant Branch Manager

Loan Executive

Debt Recovery Agent

Collection Executive / Officer

Relationship Manager

Collection Team Leader

Recovery Agent (Field Collection Executive)

Team Leader

Cross-Sell Relationship Officer