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College Square

Chowringhee

*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.


Hdfc Life Insurance Company Limited

Distribution Financial Advisor

I.I.T.Main Gate

Johar Chowk


 
  
  Roles and Responsibilities 
   
  · 
  Be
  responsible for the team’s overall performance. 
  • Ensure timely and effective
  completion of assigned tasks. 
  • Resolve queries in exceptional
  situations and escalate them, when required (by following proper channels). 
  • Compile and publish reports on teams’
  performance reports on set frequencies (Daily/Weekly/Monthly etc.). 
  • Coordinate periodic and regular
  meetings with other Team Leaders, Trainers and Managers to discuss process
  impediments, needed resources or issues/delays in completing the task. 
  • Provide the team with a vision of
  the process objectives. 
  • Motivate and inspire team members
  not only to achieve but exceed customers expectation by leading them by
  examples. 
  • Be sensitive to the needs of the
  team members and create an environment oriented to trust, open communication,
  creative thinking, and cohesive team effort. 
  • Facilitate problem solving and
  collaboration. 
  • Conduct quality analysis on the
  listings processed by moderators, ensure teams quality is up to the set
  benchmark. 
  • Keep the Managers/Leaders informed
  of task accomplishment, issues and status. 
  • Focus on accelerating teams’
  performance. 
  • Understanding towards
  business/organization objectives. 
  • Willingness to add value to
  company’s Culture, Mission and Vision
   
  Desired Candidate Profile 
  Proven work experience as a team
  leader or supervisor 
  • In-depth knowledge of performance
  metrics 
  • Organizational and time-management
  skills 
  • Decision-making skills 
  • Degree in Management or training
  in team leading is a plus
  · 
  Good
  PC skills, especially MS Excel
  • Excellent communication and
  leadership skills
  
 
 
Preferred Skills:
·        Strong communication skills in English
.        Team Lead on papers
.        International Banking with AML / KYC
 
Critical Competencies:
·        Customer Service
·        Good analytical skills
·        Must be very good with data representation
·        Must be very good with MS Excel
·        Time Management
·        Ability to multi-task


Teleperformance

Team Leader

Sinthee

Future Secure Consultancy

Sector 29 Chandigarh

Sector 22B chandigarh

Position:* DRM/ RM / SR. RM / KRM / (Life Insurance)
 *Location:* Chandigarh 
 *Job Title:* Direct Sales Force Manager
 *Company* - Renewbuy 
 *Salary* - Upto 6.5 lpa + Incentives 

 *Role and Responsibilities:* 

* Promoting and selling life insurance policies directly to clients after understanding their needs . 

* Understand client needs and recommend suitable insurance products.
* Build and maintain relationships with clients to ensure customer satisfaction and retention.

* Meet and exceed sales targets and contribute to the overall growth of the organization.

 *Qualification*- 2+ years experience in direct sales in life insurance


Earlyjobs

Direct Sales Force Manager

Bhawanipur

Job Title: Team Executive
Location: Kolkata
Company: HDFC Life Insurance
Job Summary:We are seeking a proactive and organized Team Executive to join our team at HDFC Life Insurance, Kolkata. The ideal candidate will provide administrative support, coordinate sales activities, manage customer interactions, and assist in smooth day-to-day office operations.
Key Responsibilities:Provide administrative and clerical support to the team and management.
Manage and maintain office documents, records, and reports.
Schedule and coordinate meetings, appointments, and internal events.
Handle client inquiries and ensure timely responses to customer needs.
Support the sales team in lead management, follow-ups, and documentation.
Prepare and maintain performance reports and sales data.
Coordinate with different departments to ensure smooth business operations.
Qualifications & Skills: Minimum qualification: High School Diploma.
Preferred qualifications: Graduation in B.Com (Hons), BBA, or MBA.
Excellent communication and interpersonal skills.
Strong organizational and multitasking abilities.
Proficiency in MS Office (Word, Excel, PowerPoint).
Good understanding of sales coordination and customer service.




Team Executive

Rashtrapati Bhavan

Kirti Nagar

We are looking for the Loan Sales Manager which is responsible for overseeing the sales and business development activities related to the company’s loan products (personal loan or business loan). This role involves developing sales strategies, managing a team of loan officers or sales representatives, meeting revenue and loan volume targets, and ensuring compliance with financial regulations and internal policies. Set weekly and monthly sales targets for the loan sales team. Conduct regular training sessions to improve product knowledge and sales techniques. Maintain a database of key clients and prospects. Prepare and present sales reports, forecasts, and performance dashboards to senior management. Portfolio quality (default rates, NPA levels). Team performance metrics


Amadhia Investment India

Loan Manager

Keshari Nagar

Laxmisagar

Bajaj Allianz Life Insurance Company Limited

Team Manager

Rajajipuram

Gomti Nagar

Insurance Sales Manager
Location -Lucknow ,Gomti Nagar
Lucknow Aliganj 
Lucknow Alam Bagh 
Education: Graduate (Must)
Experience: Minimum 1 years of sales experience
Age: 23 to 40 years

Other Requirements:
Must be a local resident of Lucknow
Must own a two-wheeler / car
  
Coordinate between clients and advisors for policy explanations and onboarding
Ability to manage teams and handle client relationships


CTC-UPTO 6.12 lakh +incentive 
   
 Mob-6395876012


Axis Max Life Insurance

Insurance Sales Manager

Sec-43/44a Gurgaon

The Relationship Officer plays a pivotal role in managing and growing client relationships within the investment and wealth management domain. This position requires a blend of financial acumen, client servicing excellence, and strategic advisory capabilities to deliver tailored investment solutions and foster long-term trust.Client Relationship ManagementServe as the primary point of contact for high-net-worth individuals (HNIs) and affluent clients.
Build and maintain strong, trust-based relationships through regular engagement and personalized service.
Investment Advisory
Understand client financial goals, risk appetite, and investment preferences.
Recommend suitable investment products including mutual funds, PMS, bonds, equities, insurance, and alternative assets.
Collaborate with portfolio managers and research teams to deliver informed advice.
Portfolio Monitoring & Reporting
Track client portfolios and provide timely updates on performance, market trends, and rebalancing needs.
Ensure compliance with regulatory norms and internal policies.
Business Development
Identify cross-selling and upselling opportunities across wealth products.
Acquire new clients through referrals, networking, and targeted outreach.
Operational & Compliance Support
Facilitate onboarding, KYC documentation, and transaction processing.
Maintain accurate records and ensure adherence to audit and compliance .







 



Chadha Investment Consultant

Relationship Officer

Jantar Mantar

Company Overview:
Since its incorporation in 1989, MyMoneyMantra has created a mark of excellence in providing the best loan deals to customers across various financial products. These include Home Loans, Personal Loans, Loans against Property, Business Loans and Credit Cards. The organization has an edge in the market with a pool of 4 million+ happy customers, 100+ associated banks and 2500+ relationship managers. We are associated with leading banks and financial institutions in the country including ICICI Bank, HDFC Bank, Axis Bank, Citibank, PNB HFC, Tata Capital, Standard Chartered, SBI and Deutsche Bank. As a company, we continually strive to increase our partner base in order to offer maximum choice and quality products to our customers.
Team Leader- Mortgage
Key Skills:
1)    2-3 years of experience in sales of Personal Loan
2)    Graduate/ Undergraduate can apply.
3)    Should have handled team of at least 8-10 team members.
4)    Should motivate and lead the team to achieve the desired targets. Communicates deadlines and sales goals to team members effectively.
5)    Should have good communication skills and computer savvy.
6)    Should have passion and positive attitude towards sales.
7)    Answer team member queries, problems and help them to improve their performance to deliver good results.
8)    Also work towards ensuring zero mis-selling practice.
9)    Flexible to work for 6 days a week.
10)  Provide monthly sales report to Manger timely.                                                                   

 Location: CP


Mymoneymantra

Sales Team Leader- Personal Loan

Moolakulam Stop‎

New Mofussil Bus Station‎

We are hiring Candidates for the post of Financial consultant from housewives Financial distributors and retired people in and around Pondicherry. Interested Candidates may call or wattsapp to 8072841031


Max Life Insurance Company Limited

Financial Consultant

Nai Duniya

Niranjanpur Circle

Key Responsibilities:
·        Medical Review & Claims Adjudication: 
Assess and validate medical claims based on clinical documentation and policy coverage. 
Interpret diagnostic reports, treatment plans, and prescriptions to determine claim eligibility. 
Coordinate with internal medical teams to ensure accuracy in claims decision-making. 

·        Customer Interaction & Support: 
Communicate with policyholders, hospitals, and third-party administrators (TPAs) to explain claim decisions in a clear and professional manner. 
Handle escalated or complex customer service issues involving medical claims. 
Offer support and guidance on claim submission processes and documentation requirements. 

·        Compliance & Documentation: 
Ensure all claims are processed in compliance with IRDAI regulations and internal guidelines. 

Maintain accurate records of claim assessments, approvals, denials, and communications.


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Banking / Insurance / Financial Services Jobs - 6477 Verified Vacancies

Distribution Financial Advisor

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Team Leader

Direct Sales Force Manager

Team Executive

Loan Manager

Team Manager

Insurance Sales Manager

Relationship Officer

Sales Team Leader- Personal Loan

Financial Consultant

Insurance Claims Specialist

Team Leader

Senior Sales Executive

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