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Railwayganj Colony

Vidyapeeth Road

Key Responsibilities
Prospecting and Sales: Identify potential clients, network to generate leads, and sell various types of insurance policies. 
Needs Assessment: Meet with clients to understand their financial situation, risk exposure, and long-term goals to recommend suitable coverage. 
Policy Guidance: Explain different insurance plans, their benefits, terms, and conditions, and help customize policies to meet client needs. 
Application and Underwriting: Assist clients with completing application forms and obtaining underwriting approval for policies. 
Client Service: Provide ongoing support by processing changes to policies, assisting with claims, and performing policy evaluations. 
Relationship Management: Develop and maintain strong, long-term relationships with clients to ensure continued business and client satisfaction. 
Market Awareness: Stay informed about industry trends, new products, and regulatory changes to provide the most relevant advice. 
Administrative Tasks: Maintain accurate and confidential client records and ensure proper documentation for all transactions. 
Essential Skills and Qualifications
Sales Skills: Ability to promote insurance products and close sales effectively. 
Interpersonal Skills: Excellent communication, negotiation, and customer service skills. 
Analytical Skills: Ability to assess client needs and financial situations to match them with appropriate policies. 
Product Knowledge: Strong understanding of various insurance products, policies, and market conditions. 
Regulatory Compliance: Knowledge of insurance laws and regulations, and adherence to ethical standards. 
Licensing: Must obtain the necessary licenses to sell insurance policies.


Hdfc Life Insurance Company Limited

Agency Partner

Kallayam 

Katakam 

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

College Square

Behala Chowrasta

Business development
Team building
Customer handling


Bajaj Allianz Life Insurance Company Limited

Agency Development Manager

I.I.T.Main Gate

Juinagar Railway Station

1)Contact potential customer to showcase company product and services
2)Find new business opportunities and customer
3)Develop relationships with existing customers and keep I touch with them
4)Negotiate prices and term with customers
5)Keep track of sales activities
6)Work with other team members to ensure customer satisfaction
7)Actively seeking out new sales opportunities through cold calling
8)Negotiate/close deals and handle complaints or objections
9)Collaborate with team members to achieve better results
10)Gather feedback from customers or prospects and share with internal teams
11)Maintain and develop relationships with existing customers via telephone calls.
12)Make accurate, rapid cost calculations and providing customers with quotations.
13)To achieve monthly sales target


Growl Infrastructure

Stock Market Specialist

Chakkalakkal

Banerji Road

Greetings from Aditya Birla Sun Life Insurance!

Job Title: Agency Manager

Locations & Openings:

Alappuzha – 2

Kottarakara – 4

Mavelikara – 2

Palakkad – 3

Perinthalmanna – 3

Calicut – 2

Kannur – 1

Kasargod – 1

Ernakulam – 3

Education: Any Graduate
Experience:

Freshers with a strong local network can apply

Minimum 1 year of experience in any domain sales (with current company preferred)

Salary: ₹16,000 – ₹25,000 per month (In-hand) + Attractive Incentives

Roles & Responsibilities

Recruit high-quality prospective insurance advisors and ensure they acquire the required license to achieve sales targets.

Motivate advisors to achieve targets and drive overall team performance.

Provide on-the-job training, monitor performance, and support career growth of advisors.

Maintain strong relationships with key stakeholders.

Ensure policy persistency and overall profitability of the advisor team.

Desired Candidate Profile

Graduate (mandatory).

Age: 22 – 35 years.

Resident of the hiring city for at least 5+ years.

Must own a two-wheeler with a valid driving license.

Strong communication and networking skills.


Aditya Birla Capital Limited

Senior Agency Manager

Dadar

Key Duties and Responsibilities A. Business Development & Client Acquisition ● Identify and prospect potential corporate clients across target industries, including Large Corporates, MSMEs, and sector-specifi c businesses. ● Identify engagement opportunities with companies in various industrial sectors to convert business across multiple insurance lines — Property, Project, Liability, Group Health (GMC), Group Personal Accident (GPA), Marine, Engineering, and other commercial insurance products. ● Build and manage a strong sales funnel to achieve revenue growth, business targets, and overall profi tability.
● Generate leads through networking, referrals, cold calls, digital outreach, and participation in business events or industry forums. ● Design and implement effective marketing and sales strategies to promote insurance products and expand market presence. B. Sales Strategy & Presentation ● Develop and implement sales strategies to achieve assigned business goals and increase market penetration. ● Conduct detailed insurance presentations, product demonstrations, and proposal pitches to clients, highlighting coverage benefi ts, competitive advantages, and value propositions. ● Customize insurance solutions as per the client’s risk profi le, business requirements, and industry needs. ● Support clients in selecting appropriate insurance products aligned with regulatory and commercial requirements. ● Convert inquiries into sales through effective communication, negotiation, and consultative selling. C. Client Relationship Management ● Maintain strong, long-term relationships with existing clients to ensure renewals, retention, and cross-selling opportunities. ● Conduct regular client engagement meetings, renewal discussions, and policy servicing follow-ups.
● Provide professional advice regarding policy features, terms, benefi ts, and coverage options. ● Assist clients with claims processes and provide end-to-end after-sales support for a smooth service experience. ● Act as a trusted advisor by offering insights on risk management and coverage enhancements. D. Policy Processing & Administration ● Process new policy applications accurately and within the defi ned timeline. ● Prepare, review, and negotiate policy renewals to achieve maximum client retention. ● Maintain complete and confi dential records of proposals, quotations, policy documents, and client communications. ● Ensure compliance with all company procedures and IRDAI regulations in policy documentation and client servicing. ● Submit timely reports on sales activities, renewals, and performance metrics to management. E. Market Research & Intelligence ● Stay updated on market trends, emerging risks, and competitor activities within the corporate insurance segment. ● Analyze business opportunities across new industries, geographies, and client segments for potential acquisition.
● Share market intelligence, client feedback, and competitive insights with management to refi ne sales strategies and product offerings. F. Training, Professional Development & Teamwork ● Participate in product and sales training programs to enhance knowledge of insurance products, selling techniques, and regulatory requirements. ● Collaborate effectively with colleagues to achieve team goals and contribute to a positive, performance-driven work environment. ● Demonstrate professionalism, punctuality, integrity, and adherence to company policies and ethical sales practices. ● Take ownership of individual performance metrics and consistently strive for improvement based on feedback and results. G. Compliance & Reporting ● Ensure all sales and administrative activities adhere to company policies, IRDAI regulations, and compliance standards. ● Maintain accurate documentation of sales activities, client interactions, and policy data. ● Prepare and submit MIS reports, forecasts, and periodic performance reviews to senior management. ● Recommend corrective actions and strategy improvements to meet business targets and enhance productivity.
Skills and Competencies ● Excellent communication, presentation, and negotiation skills. ● Proven ability to prospect, engage, and close high-value corporate clients. ● Strong relationship management and networking abilities. ● Analytical and strategic mindset with the ability to identify and pursue new business opportunities. ● Goal-oriented and self-motivated with a focus on achieving sales and profi tability targets. ● Profi ciency in MS Offi ce, CRM systems, and sales reporting tools. Qualifi cations ● Bachelor’s degree (or higher) in Business, Marketing, Finance, or a related fi eld. ● Proven track record of meeting or exceeding sales targets in a competitive environment.


BTW Visa Services India Private Limited

Insurance Sales Executive

Kharsuli Bazar

Ava Infotech Private Limited

Home Loan Associate

Subramanya Nagar

T Hosalli

Au Small Finance Bank Limited

Relationship Officer

Borivali Phatak (E)

Telesales 
Loan Sales
Borivali - Kandivali


Cashmax Financial Services

Loan Executive

Porur

Aalathur IE

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

Nungambakkam

Prospecting and Lead Generation: Identify and contact potential new customers through various channels, including cold calling, networking, and attending industry events. 
Customer Engagement: Present products or services, emphasizing how they solve customer problems and providing detailed product knowledge. 
Relationship Building: Develop and maintain strong relationships with both new and existing clients to ensure ongoing satisfaction and continued sales. 
Sales Strategy and Execution: Develop and implement strategies to meet or exceed sales targets, including preparing sales proposals and reports. 
Market Research: Conduct market research to stay informed about industry trends, identify new business opportunities, and understand competitor products. 
Negotiation and Closing: Negotiate prices and terms with customers to secure sales agreements. 
Reporting and Administration: Track sales activities and customer interactions using CRM software and submit regular sales reports to management. 

Essential Skills and Qualifications
Communication Skills: Excellent verbal and written communication for presentations and customer interactions. 
Product Knowledge: In-depth understanding of the company's products or services and their benefits. 
Negotiation Skills: Ability to effectively negotiate terms and prices to close deals. 
Relationship Management: Skills in building and nurturing strong, lasting customer relationships. 
Market Research: Ability to analyze market trends and identify potential sales opportunities. 
CRM Proficiency: Experience using Customer Relationship Management software to manage sales activities. 
Motivation and Drive: A self-motivated and target-driven individual with a proven track record in sales. 



Teamlease Services Limited

Relationship Executive

Beturkar Pada

TPA Coordinator
Location: Hospital (Kalyan West)
Qualification: Graduate (B.Com / BBA / Any discipline)
Experience: 1–3 Years (Experience in hospital TPA desk preferred)


Handle pre-authorizations, approvals, and insurance claim submissions.
Verify patient insurance details and maintain proper documentation.
Coordinate with doctors, billing, and TPAs for claim processing.
Prepare MIS reports and assist patients with insurance queries.
Key functions of the hospital TPA desk
Claim processing: The primary function is to process and manage health insurance claims, whether they are for cashless treatment or reimbursement. 
Cashless authorization: TPAs are responsible for getting pre-authorization from the insurance company for cashless medical procedures. 
Reimbursement support: For claims that require reimbursement, the TPA will review the documents and forward the claim to the insurer for settlement. 
Policy validation: The desk verifies if the patient's medical policy covers the specific treatment being received and informs the patient of any out-of-pocket expenses. 
Patient guidance: It serves as a point of contact for insurance-related questions, providing information on procedures, exclusions, and inclusions in the policy. 
Member services: This can include helping with member enrollment and issuing health cards. 




Hr.Vision Consultancy

TPA Coordinator

Shivala Par

Exhibition Road

Hi,
We are hiring for Tele Caller, Debt Recovery Agent, Debt Recovery Officer in Patna Location


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Banking Insurance Financial Services Jobs In Dharmapuri - 7371 Verified Vacancies

Agency Partner

Branch Manager

Agency Development Manager

Stock Market Specialist

Senior Agency Manager

Insurance Sales Executive

Home Loan Associate

Relationship Officer

Loan Executive

Loan Executive

Relationship Executive

TPA Coordinator

Telecaller

Collection Executive / Officer