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College Square

Hazra

Responsibilities of the candidate includes the following:

1)Managing customer relationships.

2)Ensuring sales growth, building client prospects.

3)Explaining products to the clients.

4)Handling customer queries.

5)Hiring efficient Sales person.


Hdfc Life Insurance Company Limited

Client Relationship Executive

Rashtrapati Bhavan

Faridabad

Role Overview:
Responsible for managing physical share recovery, IEPF claims, and RTA coordination. The role involves client communication, documentation, follow-ups, and clerical work related to share transfer and recovery.

Key Responsibilities:
1. Handle IEPF and physical share recovery cases end-to-end.
2. Guide clients on processes, documents, and timelines.
3. Coordinate with Registrars (RTAs) and company departments.
4. Prepare and file IEPF claim forms, affidavits, and supporting papers.
5. Maintain case records, data entry, scanning, and filing work.
6. Track case status and update MIS reports regularly.
7. Ensure documentation accuracy and compliance with SEBI/MCA norms.

Requirements:
1. Graduate / Postgraduate in Commerce or Finance.
2. 1–4 years’ experience in IEPF, RTA, or share recovery operations.
3. Good communication and coordination skills.


Sanguine Capital Financial Services Private Limited

Relationship Manager

Keshari Nagar

Laxmisagar

Achieve assigned sales and revenue targets for the territory.

Drive life insurance product sales through advisor networks or partner channels.

Identify new business opportunities and expand the distributor base.


Bajaj Allianz Life Insurance Company Limited

Territory Manager

I.I.T.Main Gate

Sambhaji Nagar (Kandivali)

Job is in Reliance Nippon Life insurance.
Branch Manager 
Team Handling + Team Building+ BZNs Sourcing.
Education - Graduation Compulsory
Age - 29yrs to 52yrs


Reliance Nippon Life Insurance Company Limited

Branch Manager

Tilak Nagar, Delhi

Newtech Business Solution Private Limited

Collection Manager

Subramanya Nagar

Rajaji Nagar Old Police Station

The Branch Manager is responsible for overseeing the overall functioning and profitability of the branch. This includes driving business growth, ensuring excellent customer service, supervising branch staff, managing collections, maintaining compliance with company policies, and building a high-performing team. The role requires a strong focus on sales, customer relationship management, operations, and risk control.


Icl Fincorp Limited

Vashi East

Job Purpose:
 
To drive business growth by recruiting, training, and managing a team of insurance advisors/agents who will promote and sell life insurance products. The role requires strong leadership, networking, and people management skills to build a high-performing advisor base. Job Purpose:

﻿Key Responsibilities:
• Recruitment:
• Identify and recruit potential insurance advisors and agents from various sources (networking, references, job fairs, etc.).
• Build a strong and productive advisor base to achieve assigned business targets.
• Training & Development:
• Provide induction and product training to new advisors.
• Guide and motivate advisors to enhance their productivity and selling capabilities.
• Conduct regular review meetings and field visits for performance monitoring.
• Sales Management:
• Achieve business targets through advisor activation and consistent performance.
• Support advisors in selling insurance policies to meet individual and team goals.
• Ensure compliance with company policies and IRDAI regulations.
• Relationship Management:
• Maintain healthy relationships with advisors, ensuring retention and engagement.
• Act as a link between advisors and the company for effective communication and support.
 


Aviva Life Insurance Company India Limited

Agency Development Manager

Jantar Mantar

Fincos Technology Solutions Private Limited

Insurance/Mutual Fund Executive/Manager

Civil Line

Jyoti Nagar

we are looking for an experienced and result-oriented branch manager to lead our visa consultancy branch operations.
the role involves managing a team, achieving sales targets,and ensuring excellent client service.


Caan World Consultants

Andheri

Job Title: Sanction Head

📍 Location: Andheri East, Mumbai
 🏢 Company: Fintech Cloud Pvt. Ltd.

About the Role:
We are seeking an experienced Sanction Head to lead the credit underwriting and loan approval functions for our personal loan business. The ideal candidate will have deep expertise in credit assessment, policy formulation, and risk management within the NBFC or fintech sector. This role requires strong decision-making skills, analytical acumen, and leadership capability to ensure high-quality credit decisions and portfolio health.

Key Responsibilities:
Credit & Sanction Management
Lead the end-to-end credit underwriting and sanctioning process for personal loan applications.
Evaluate and approve loan proposals as per credit policy and delegated authority limits.
Ensure adherence to regulatory guidelines, internal policies, and risk frameworks.
Identify risk indicators, policy deviations, and fraud patterns to minimize credit losses.

Policy & Process Governance
Formulate, review, and enhance credit policies and standard operating procedures (SOPs).
Collaborate with product and risk teams to refine eligibility criteria, documentation, and workflows.
Conduct regular audits and checks to ensure compliance with RBI and internal standards.

Portfolio & Performance Monitoring
Monitor portfolio performance across approval, delinquency, and default trends.
Implement corrective measures to maintain a healthy and balanced loan book.
Work with collections, risk, and business teams to analyze early warning signals.

Team Leadership & Training
Lead and mentor a team of credit managers and underwriters.
Conduct training sessions to enhance underwriting and decisioning capabilities.
Foster a culture of accountability, accuracy, and continuous improvement.

Cross-Functional Collaboration
Coordinate with sales, operations, product, and technology teams to ensure efficient loan processing.
Support automation initiatives to improve sanction turnaround time and efficiency.


Qualifications & Requirements:
Education: Graduate / Postgraduate in Finance, Commerce, or Economics; MBA preferred.
Experience: 2–3 years of experience in credit underwriting or sanctioning (preferably in unsecured personal loans).
Skills:
Deep understanding of credit policies, financial analysis, and regulatory compliance.
Strong analytical, decision-making, and leadership skills.
Proficiency in credit bureau analysis (CIBIL, CRIF, Experian) and loan origination systems (LOS).
Excellent communication and stakeholder management abilities.




Fintech Cloud Private Limited

Sanction Head - Personal Loan

Nai Duniya

Nanda Nagar

only stock market Advisory experience candidate hire


Vision Only Research Services Private Limited

Stock Market Specialist

Scheme No.54

TradeSpike Research is a SEBI-registered and ISO-certified financial advisory firm offering expert guidance in the stock market. We specialize in equity, commodity, and derivative market research and provide personalized recommendations to our valued clients.
Key Responsibilities:Proactively reach out to potential clients via calls, emails, and meetings to promote our stock market advisory services.
Understand client needs and explain suitable investment solutions based on their risk profile and financial goals.
Convert leads into clients by offering tailored plans and building long-term relationships.
Maintain regular follow-ups with clients and ensure high client satisfaction and retention.
Meet and exceed monthly and quarterly sales targets.
Stay updated with market trends and product knowledge to advise clients effectively.

If you’re passionate about the stock market and want to build a rewarding career in financial advisory sales, we’d love to hear from you.
📞 Contact: 9691692974
📍 Location: TradeSpike Research, Vijay Nagar, Indore


Tradespike Research Services

Ballygunge Gardens

*Job Summary:*
Provide expert advice and guidance to customers, helping them make informed purchasing decisions and driving sales growth.

*Key Responsibilities:*
1. *Customer Consultations*: Conduct in-depth consultations with customers to understand their needs and preferences.
2. *Product Knowledge*: Develop and maintain in-depth knowledge of products and services, including features, benefits, and applications.
3. *Sales and Promotions*: Promote products and services, highlighting value propositions and negotiating sales agreements.
4. *Customer Relationship Management*: Build and maintain strong relationships with customers, ensuring satisfaction and loyalty.

*Requirements:*
1. *Excellent Communication Skills*: Ability to communicate effectively with customers, colleagues, and managers.
2. *Product Knowledge*: In-depth knowledge of products and services.
3. *Sales and Negotiation Skills*: Ability to promote products and services, negotiate sales agreements, and close deals.


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Banking Insurance Financial Services Jobs In Dehradun Region - 7118 Verified Vacancies

Client Relationship Executive

Relationship Manager

Territory Manager

Branch Manager

Collection Manager

Branch Manager

Agency Development Manager

Insurance/Mutual Fund Executive/Manager

Branch Manager

Sanction Head - Personal Loan

Stock Market Specialist

Stock Market Specialist

Sales Consultant

Team Leader