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Rashtrapati Bhavan

Statesman

Job Summary: The Relationship Officer is responsible for generating new business opportunities, maintaining strong client relationships, and achieving sales targets for insurance products. The role involves identifying customer needs, recommending suitable insurance solutions, and ensuring an excellent customer experience through proactive service and relationship management.
Key Responsibilities:
Sales & Business Development:
Promote and sell life, health, and general insurance products to existing and prospective clients.
Identify new leads and opportunities through cold calls, referrals, and market research.
Achieve monthly and annual sales targets as assigned by the management.

Customer Relationship Management:
Build and maintain long-term relationships with clients to encourage repeat and referral business.
Conduct regular follow-ups with customers for policy renewals, cross-selling, and upselling.
Provide post-sales support and address customer queries or issues promptly.

Coordination & Reporting:
Collaborate with internal teams (underwriting, claims, operations) to ensure smooth policy processing and service delivery.
Maintain accurate records of client interactions and sales activities in the CRM system.
Prepare and submit periodic sales and performance reports to management.

Market & Product Knowledge:
Stay updated on company products, industry trends, competitor offerings, and regulatory changes.
Educate clients on various insurance solutions suited to their financial needs.

Qualifications & Skills:
Bachelor’s degree in Business, Marketing, Finance, or a related field.
1–3 years of experience in insurance sales, banking, or financial services (freshers with strong communication skills may also be considered).
Strong sales, negotiation, and interpersonal skills.
Customer-focused with the ability to build and maintain relationships.
Good knowledge of insurance products and financial planning concepts.
Proficiency in MS Office and CRM tools.

Key Performance Indicators (KPIs):
Achievement of individual sales targets.
Client acquisition and retention rate.
Cross-sell and upsell ratio.
Customer satisfaction scores.
Policy renewal rate.

Compensation & Benefits:
Competitive salary with performance-based incentives.
Insurance coverage and other company benefits.
Training and career development opportunities.




PIB Insurance Brokers

Relationship Officer

Porur

Guindy TVK Estate

We are HIRING TEAM LEADER
Location : Guindy
 
·      SALARY MAX 18K TO 25k (with incentives also)
·      FEMALE ONLY
·      EXPERIENCE
 
A team leader job description involves guiding a team to achieve goals by setting objectives, delegating tasks, monitoring performance, fostering communication, and resolving conflicts. Key responsibilities include motivating team members, providing coaching and support, collaborating with management, and ensuring day-to-day operations run smoothly.
 
 Role Description
This is a full-time on-site role located in Chennai for a Team Lead. The Team Lead will be responsible for managing the team, ensuring customer satisfaction, handling customer support, and effectively communicating with customers.
 
Qualifications
·        Customer Service Management and Customer Support skills
·        Strong communication and Customer Service skills
·        Prior experience in managing a Telecalling team
·        Ability to prioritize and delegate tasks efficiently
·        Excellent problem-solving and conflict resolution skills
·        Experience in the financial services industry is a plus
·        Bachelor's degree in Business Administration or related field


Slm Wealth Imf Private Limited

Team Leader

Govind Puri

Call the customer and collect EMIamount . DRA and non DRA both are iligible for this post.
Fresher and exeperience both can apply. Feild executive and Floor Supervisor also Requared.
Good salary + highly Incentive.


Jmd Solutions

Debt Recovery Agent

I.I.T.Main Gate

Kokani Pada Malad

We Require people in life insurance, Mediclaim, Mutual fund, General insurance, Equity, with experience and fresher for back office and sales.


Sujal Shah & Co.

Back Office Cum Sales Executive

Sonegaon

Sitabuldi

Position: Business Development Executive (Muthoot Finance)

Job Time: 9am to 6pm

Location: Nagpur
Product: Loan Against Property 

Responsibilities: 

Generate leads for Loan Against Property (LAP) through cold calls, field visits, references, and channel partners.

Meet potential clients (individuals or businesses) to assess financial needs and property details.

Qualifications:  

* Education: HSC / Graduate 
  
* Experience: Any Loan Field Sales

* Salary: ₹25000+
* Additional Benefits: PF/ESIC + Incentives  
* Week Off: Sunday & 1st&3rd Saturday 


How to Apply:  
Interested candidates can share their resumes at 7718937376


Betterplace safety solutions 

Loan Advisor

Vkk Menon Road

VKK Menon Road

Xpress FINSERVE is leading banking personal loan dsa of tamilnadu 


Xpress Finserve

Telecalling Executive

Janak Puri West

Looking for Debt Recovery Agents, who can contact to the customer and ask them to pay loan Overdue amount for recovery and collection process, out on process in recovery 


Nb Solutions

Telecaller

Ahmedabad (Rural) District Court

Odhav Approach

Ava Infotech Private Limited

Home Loan Associate

GARHI EXTENSION


Work on the company CRM to manage and process disbursal-ready loan files.

Review cases received from the Sanction/Underwriting team and perform basic quality checks, including:

Bank account name matching with KYC and other documents.
Document completeness and data accuracy.
Verifying for any mismatch or missing information.


Approve or raise queries on cases in the CRM based on verification.

Prepare and format disbursal sheets for bank transfers as per internal templates.

Coordinate with internal teams to ensure timely and error-free disbursals.

Maintain accurate and up-to-date records of disbursals and repayments.

Assist in preparing basic operational and disbursal reports when required.


Unifin Experts Llp

Disbursment Executive

Vikaspuri, Delhi NCR

We are looking for a responsible and persuasive Collection Telecaller to handle customer calls for payment reminders, resolve billing queries, and ensure timely collection of dues. The role requires good communication, negotiation skills, and a professional approach with customers.


---

Key Responsibilities:

Make outbound calls to customers for payment reminders.

Follow up on overdue accounts and ensure timely collections.

Maintain records of interactions, payments, and follow-ups in the system.

Handle customer objections and provide solutions politely and effectively.

Educate customers about payment options and deadlines.


Trinity Services

Santoshi Mata Chowk

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.



Muthoot Finance

Cross-Sell Relationship Officer

Kailash Industrial Estate

Company Information
Finhaat – a tech enabled platform for the distribution of financial products and services to the aspirational, emerging Indians. Our journey started with the belief that all individuals should be equipped to manage their financial health with ease and confidence. This will be possible only when they have an easy access to solutions that are in line with their financial goals.
Suraksha – Protection from Financial Shocks
Suvidha – Easy access to curated financial services
Samriddhi – Trusted Partner for overall financial prosperity
 
Finhaat has been created as a marketplace for financial services distribution that seeks to connect the customer to the solution provider through an innovative financial service distribution model.
 
Finhaat gives the right individual an environment of immense growth depending on its capability and performance.
 
Job Description
 
Job Title: Relationship Manager
 
Qualification: Bachelor's degree
 
Experience: 1- 3 Years
 
Past experience of working on the Agency channel/PoSP network is preferred.
 
Location: Vikhroli, Mumbai
 
Domain: Motor Insurance
 
We have an urgent requirement of a Relationship Manager, in our Retail Insurance department.
 
Responsibilities:
 
-     Relationship Management with channel partners.
-     Manage, Recruit and develop the team of POSP and Channel Partner.
-     Managing and delivering revenue targets set by the company on a monthly and quarterly basis.
-     Coordinating with the corporate office, sales support and relevant teams for all intermediaries and client related issues.
-     Doing joint calls with the partners and Advisors to generate and help them to achieve their monthly numbers.
-     Business generation through POSP, Channel Partner and Direct Client.
-     Developing and implementing strategies to grow the business and POSP network.
-     Creating agency distribution (POSP) for the company.
-     Build long-term relations with POSP by understanding their requirements as well as their client needs and providing the best possible product and solutions.
-     Interact and engage periodically with POSP and Channel Partners for both existing and potential business opportunities.
-     Ensure adherence to all rules and norms.
-     Actively involved in leg work for best representation of a deal to the underwriter for getting the best quote.
-     Proactively plan for peak dates of renewal and prioritize service-related aspects.
 
Skills Required for this role:
 
-      Strong communication and Negotiation skills
-      People Skills - Puts the needs of the client first.
-      Product Knowledge
-      Interpersonal Skills - Good Customer Service
-      Persistence
Problem Solving


Finhaat Insurance Broking

Agency Development Manager

Uma Maheshwari Mandir

Dear Candidates,

We have an urgent job opening for below profiles.

Job Title : Tele Sales Executive / Tele caller (Stock Market Process)

Location: Saki Naka, Mumbai (Walking distance from Marol Naka Metro Station)

Salary: ₹12,000 – ₹20,000 per month + Attractive Incentives (Potential earning up to ₹1,00,000/month)

Job Type: Full-Time | Male & Female Candidates Welcome | Freshers can apply

About the Role:

We are hiring energetic and passionate Tele Sales Executives for our stock market process (Equity, Futures & Options). If you have good communication skills and a disciplined approach, this is your chance to grow with one of the fastest-growing financial teams.

Key Responsibilities:

Call and connect with potential clients (provided leads)

Explain equity & F&O market services in a simple and confident way

Build client interest and convert inquiries into active customers

Follow up with interested leads and maintain regular contact

Maintain data and updates in Excel or Google Sheet


What We’re Looking For:

Strong verbal communication in Hindi and basic English

Enthusiastic, confident, and target-oriented individuals

Basic knowledge or keen interest in the stock market

Discipline, punctuality, and professionalism


Who Can Apply:

Freshers with good communication and learning attitude

Candidates from nearby locations: Powai, Ghatkopar, Andheri, Sakinaka, Saki Vihar Road


Perks & Culture:

Friendly and professional work environment

Regular team celebrations, events, and recognitions

Performance-based incentives + certificates & awards

Scope for learning, promotions, and long-term growth


Company Vision:

We aim to create a strong team of professionals in the financial markets, with opportunities to grow personally and financially.

Warm Regards,
Tuba Shaikh
HR Manager
Grow More Finance Education


Grow More Finance Education 

Stock Broker

Pari Chowk Greater Noida

We are seeking a motivated and persuasive Telecaller for our Collection Agency who will be responsible for contacting customers to recover outstanding dues. The role requires strong communication, negotiation, and customer-handling skills to ensure timely payments while maintaining professionalism and compliance with company policies.

Key Responsibilities:Make outbound collection calls to customers with overdue accounts.
Follow up through calls, SMS, and emails to ensure payment is received on time.
Explain outstanding amounts, due dates, and payment options to customers clearly.
Negotiate payment terms and settlements within defined company policies.
Maintain accurate records of customer interactions and update payment status in the system.
Handle objections and queries in a polite yet firm manner.
Escalate unresolved cases to the Team Leader/Manager for further action.
Achieve daily, weekly, and monthly collection targets assigned by management.
Ensure compliance with RBI guidelines, company protocols, and data privacy policies.
Provide feedback on recurring customer issues to help improve collection strategies.


Key Skills & Competencies:Excellent communication and persuasion skills (Hindi/English/regional language).
Strong negotiation and conflict resolution abilities.
Ability to remain calm, professional, and assertive under pressure.
Basic computer skills (MS Office, CRM, or collection software).
Goal-oriented and target-driven mindset.
Good listening and problem-solving ability.
Qualifications & Experience:Minimum 12th pass; Graduate preferred.
0–2 years of experience in telecalling, collections, or customer service (freshers can also apply).

Prior experience in a Collection Agency, BPO, or Financial Institution will be an added advantage.


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Banking Insurance Financial Services Jobs In Dharmapuri - 7438 Verified Vacancies

Relationship Officer

Team Leader

Debt Recovery Agent

Back Office Cum Sales Executive

Loan Advisor

Telecalling Executive

Telecaller

Home Loan Associate

Disbursment Executive

Telecaller

Cross-Sell Relationship Officer

Agency Development Manager

Stock Broker

Collection Executive / Officer