Jobs

Banking / Insurance / Financial Services

Anywhere in India

Agra

Ahmedabad

Ahmednagar

Ajmer

Aligarh

Amritsar

Asansol

Aurangabad

Bareilly

Belagavi

Bengaluru

Bhavnagar

Bhilai

Bhopal

Bhubaneswar

Bikaner

Chandigarh

Chennai

Coimbatore

Cuttack

Dehradun

Delhi-NCR

Dhanbad

Gorakhpur

Guntur

Guwahati

Gwalior

Hubli

Hyderabad

Indore

Jabalpur

Jaipur

Jalandhar

Jamnagar

Jamshedpur

Jodhpur

Kannur

Kanpur

Kochi

Kolhapur

Kolkata

Kota

Lucknow

Ludhiana

Madurai

Malappuram

Mangalore

Meerut

Mumbai

Mysuru

Nagpur

Nashik

Panipat

Patna

Prayagraj

Puducherry

Pune

Raipur

Rajkot

Ranchi

Saharanpur

Salem

Solapur

Surat

Thiruvananthapuram

Trichy

Udaipur

Ujjain

Vadodara

Varanasi

Vijayawada

Visakhapatnam

Warangal

Admin / Back Office / Computer Operator

Advertising / Communication

Aviation & Aerospace

Beauty, Fitness & Personal Care

Construction & Site Engineering

Consulting

Content, Editorial & Journalism

CSR & Social Service

Customer Support

Data Science & Analytics

Delivery / Driver / Logistics

Domestic Worker

Energy & Mining

Engineering - Hardware & Networks

Environment Health & Safety

Facility Management

Finance & Accounting

Healthcare / Doctor / Hospital Staff

Human Resources

IT & Information Security

Legal & Regulatory

Maintenance Services

Marketing / Brand / Digital Marketing

Media Production & Entertainment

Operations

Production / Manufacturing / Engineering

Product Management

Project & Program Management

Purchase & Supply Chain

Quality Assurance

Research & Development

Restaurant / Hospitality / Tourism

Retail & eCommerce

Risk Management & Compliance

Sales & BD

Security Services

Shipping & Maritime

Software Engineering

Strategic & Top Management

Tailoring, Apparel & Home Furnishing

Teaching & Training

UX, Design & Architecture

Popular Job Localities

Popular Job Companies

Popular Job Departments

Jobs in Top Cities

Popular Job Type

Start Hiring

Gandhi Nagar Mod

Goshala

Company Name - Aditya Birla Financial Shared Services Ltd (Aditya Birla Housing Finance)
 
Designation – Relationship Officer / Senior Relationship Officer (Sales of Home Loans & Mortgage Loans)

Education – Graduate/Postgraduate with management / Commerce background/Undergraduate (Not more than 25%)
 
Salary Bracket – 2 Lacs p.a. to 2.5 lacs p.a.
 



Key Result
Areas


Supporting Actions




Sales Planning & Operations


·      Work with Sales Manager
(Direct) - ABHFL
and plan sales
operations for achieving targets
(including cross-sell), considering competitive forces and local trends
·      Scan the local market
and competitive offerings on a periodic basis to adapt
sales efforts accordingly
·      
Provide data for
and compile periodic MIS reports for
disbursements, NPAs, target achievement, etc.




Customer Acquisition/ Engagement


·      
Work on assigned and identified prospects list for client
relationship origination and maintenance activities, interacting with
ground-level client stakeholders
·      Understand and
communicate understanding of product characteristics and benefits to end
customers effectively in order to
enhance effectiveness of sales efforts
·      
Attend to customer complaints effectively, escalating critical cases to Sales Manager (Direct) - ABHFL as
required




Operational Effectiveness


·      Execute operations efficiently across the Customer Lifecycle (Sourcing, Approval, Servicing, Collections)
·      Ensure adequate focus on different distribution channels, working
with Manager for interfacing with senior stakeholders/ complex cases
·      
Implement prescribed processes and best practices to enhance
operational effectiveness, productivity and sales performance




Self-Development &
Internal Stakeholder Management


·      Attend relevant
technical and behavioral trainings/ seminars and work on self-development
initiatives
·      
Coordinate with internal stakeholders for smooth
operations and alignment towards achievement of targets




Portfolio &
Risk Management


·      Work with
the Risk, Operations and Sales Governance team members to ensure adherence to risk management and
control mechanisms
·      Ensure compliant sales operations and sound risk management in day-
to-day operations
·      
Compile and ensure
systematic, accurate MIS
on NPAs and
credit trends, providing
inputs on factors impacting portfolio quality


 
Work with Area Sales Manager - ABHFL and plan sales operations for achieving targets (including cross-sell), considering competitive forces and local trends
Scan the local market and competitive offerings on a periodic basis to adapt sales efforts accordingly
Provide data for and compile periodic MIS reports for disbursements, NPAs, target achievement, etc.
Work on assigned and identified prospects list for client relationship origination and maintenance activities, interacting with ground-level client stakeholders
Understand and communicate understanding of product characteristics and benefits to end customers effectively in order to enhance effectiveness of sales efforts
Attend to customer complaints effectively, escalating critical cases to Area Sales Manager - ABHFL as required. 



Aditya Birla Capital Limited

Senior Relationship Officer

I.I.T.Main Gate

Andheri

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

Rashtrapati Bhavan

Sector 63, Noida

Roi Net Solution Pvt. Ltd.

Loan Advisor

Madura  

Au Small Finance Bank Limited

Relationship Officer

A C Guards

Liberty

Jacobpura Miyan Wali Colony Gurgaon

Recruit and develop insurance advisors.
Drive sales to achieve monthly and annual targets.
Support advisors in prospecting and closing sales.
Ensure compliance with company and IRDAI guidelines.
Build and maintain strong advisor and customer relationships


Supro Info Solutions Private Limited

Sales & Marketing Manager

Santoshi Mata Chowk

Central Building

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

X-Sell Relationship Officer

Subramanya Nagar

Water Tank

To collection efficiency, contributing to company’s overall growth.
Responsibilities of candidates include:
·        Keep track of assigned accounts to identify outstanding debts 
·        Visit the customer location and make customer pay the loan/due balance 
·        Investigate historical data for each debt/ loan bill 
·        Ensure the customers are aware of the consequences of not clear the dues on time 
·        Provide timely updates Management on the progress of debt recovery efforts 
·        Negotiate payment deadlines and payment plans 
·        Collection to be done in assigned retail Loans and any other loans as assigned by the Bank from time to time 
Key result areas to contribute towards company’s profitability by ensuring 100% collection both in terms of customer and value resulting to a sustained business with desired customer satisfaction.


General Debt Services 

Field Collection Executive

Britania Factory

Designation : Relationship Manager

Manage sales through assigned bank branches
Maintain strong relations with tie-up banks
Convert company-provided leads into sales
Attend and assist walk-in customers
Cross-sell insurance & financial products
Achieve monthly sales targets


Candidate Profile : 

• Education : Any Graduate With Good Communication
• Experience : Must 1 YRS of Any Sale / Banking / Finance / Insurance
• Age : 21 to 32 YRS (Fresher's can't apply)

📞Contact : 9904195437 HR KINJAL


Hdfc Bank Limited

Relationship Manager

Shivala Par

Sri Krishna Puri

Job Title : FINANCIAL ADVISORY MANAGER
The Financial Advisor Manager oversees a team of financial advisors, guiding them in providing comprehensive financial planning, investment advice, and wealth management services to clients. This role ensures the delivery of high-quality advisory services, achievement of sales targets, compliance with regulations, and development of client relationships that drive business growth.
 
AREA OF RESPONSIBILITY:
        Experience in sales of Insurance , option Trading, Mutual Fund, Third Party Products.
·     Support in selling of share khan products and Advisory Products like Mutual Fund and LAS/LAMF ,Commodity broking , equity broking through 
     business partner
·         Portfolio Doctoring support for franchisee clients.
·         Investment Query Resolution
·         Visits to Outlet of business partner in Bihar 
·         Relationship building.
·         HNI Client Meet along with franchises & Interactions and Seminars.
  (Market Outlook, Mutual Funds, Stock Idea, SK Advisory Products, etc
       ·         Client training physical and webinar 

 Requirement:
·        Good Communication and leadership skills.
·        Fast learner & Adaptive
·        Equity / MF Knowledge/ other financial product 
·        Derivative & other certifications of NISM
Travel reimbursement as per actual. 



SALARY & PACKAGE

  Salary from 20000+ 25000 + Performance incentive 
 contact HR - 06299924341
MBA fresher can apply
 


Shivam stock broking company

Senior Sales Advisor

Mirsali Colony

Dhani Rathoran

Candidate Requirements:
Minimum 1 year of experience in Home Loans (HL) or Loan Against Property (LAP) sales.
Candidates with employment gaps will not be considered.
Candidates with less than 1 year of total experience are not eligible.
Must have strong relationship management, and field sales skills.

 


Kailasipalyam

Relationship Manager - Online Sales Job description 

About Finnable:
Finnable is one of the fastest-growing financial technology (Fintech) start-ups, dedicated to helping employees access hassle-free personal loans. Our mission is to make personal loans available to all salaried professionals in less than one minute.
The company was founded by Nitin Gupta, Viraj Tyagi, and Amit Arora — all former bankers. Nitin and Viraj are successful entrepreneurs who previously built NettPositive Analytics, a financial services start-up that was later acquired by Equifax. Amit brings over 21 years of global experience in financial services, specializing in risk management and digital transformation.
At Finnable, we bring deep expertise in financial technology to help employees improve their financial well-being. We believe the financial services industry often favors higher earners, giving them access to better-value products — a gap we aim to close.
Through technology, innovation, and collaboration with employers, we strive to make the lives of millions of salaried professionals less stressful, more productive, and happier.


Requirements: 
Should have Availability: Good communication skills in English and Hindi Candidates available for immediate joining or with a notice period of 15 days are preferred. 

Responsibilities: ● 
Contacting potential and existing customers on the phone, by email, and SMS
Handling customer questions, inquiries, and complaints 
Managing the sales process through specific software programs 
Meeting daily, weekly, and monthly sales targets 
Participating and contributing in sales team meetings 


Qualifications & Skills required : 
● Any graduate 
● 0-1 years of work ex 
Location : Bangalore 
CTC : Upto 3.25 LPA , Incentives payable based on monthly performance as per standard grid 

Please share your referrals with aarti.ramsakha@finnable.com


Finnable Technologies

Keshari Nagar

Kedargouri

A Relationship Manager is responsible for building and maintaining strong client relationships, understanding their financial needs, and offering suitable banking, investment, and insurance solutions. The role involves client acquisition, portfolio management, cross-selling products, and ensuring high customer satisfaction. Relationship Managers act as trusted advisors, resolving client queries, providing personalized financial guidance, and supporting long-term business growth while achieving sales and service targets.


Way2Pocket 

Rajendra Place

■ Job Title: Telecaller – BFSI Industry
■ Industry: Banking, Financial Services & Insurance (BFSI)
■ Location: Rajendra Place, New Delhi
■ Working Days & Hours: Monday to Saturday | 10:30 AM – 6:30 PM
■ Salary Range: ■15,000 – ■30,000 per month (based on experience and performance)
■
Job Summary
We are seeking an experienced and motivated Telecaller to join our dynamic team in the
BFSI sector. The ideal candidate should have prior experience in promoting and handling
loan products such as personal loans, business loans, or home loans. The role requires
strong communication skills, lead conversion ability, and a focus on customer relationship
management.
Key Responsibilities
• Call potential and existing customers to promote loan products and financial services.
• Explain product features, eligibility, and benefits to customers clearly.
• Follow up on leads, address customer queries, and convert them into successful
closures.
• Maintain accurate customer data and call records.
• Meet daily, weekly, and monthly sales targets.
• Coordinate with internal teams for smooth loan processing.
• Ensure a professional, customer-focused, and ethical approach at all times.
Requirements
• 6 months to 2 years of telecalling experience in the BFSI industry.
• Experience in handling loan products (personal, business, home, or vehicle loans).
• Excellent communication and convincing skills in Hindi and English.
• Basic computer proficiency (MS Excel, CRM tools, etc.).
• Goal-oriented, self-motivated, and positive attitude toward sales targets.
Benefits
• Attractive incentive structure based on performance.
• Opportunity for professional growth within the organization.
• Supportive and collaborative work culture.


AI Resume builder

AI Resume checker

AI Cover letter generator

Blog

Banking Insurance Financial Services Jobs In Dharmapuri - 7460 Verified Vacancies

Senior Relationship Officer

Agency Development Manager

Loan Advisor

Relationship Officer

Relationship Officer

Sales & Marketing Manager

X-Sell Relationship Officer

Field Collection Executive

Relationship Manager

Senior Sales Advisor

Relationship Officer

Relationship Manager

Relationship Manager

Telecaller