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Subramanya Nagar

Marathahalli

Essential Duties and Responsibilities:
1. Business & People Related Responsibilities:
 Ensure growth of the branch revenue, profitability and sustainability through client interaction
and branch team management.
 Arrange regular investor interactions and meetings to enhance relationship value and expand
the client base.
 Engage with HNIs, new prospects and important customers of the branch to ensure customer
satisfaction, and brand visibility.
 Identify suitable talents for recruitment for placing the best available talent.
 Provide appropriate handholding to new joiners and support with training and guidance to
ensure that branch staff are fully equipped with knowledge, and they stay updated.
 Help and guide team to resister for and get necessary certification and thus improve skill.
 Engage with team and ensure retention of team colleagues. Own one’s team.
 Execution of lead generation activities and investor awareness programmes.
 Assess branch performance through periodic reviews based on metrics like revenue per
employee and branch profitability, as well as weekly reviews.
 Gather market intelligence and competitor analysis, which shall aid him/her in improving
business.
 Maintain adequate internal/external audit scores
 Incorporation of ESG (Environmental-Social-Governance) principles into Business practices.
2. Administration & Systems Related Responsibilities:
 Ensure timely payment of Annual Maintenance Costs (AMC) for all assets in order to maintain
business continuity.
 Ensure proper digital hygiene for all users and their devices.
 Liaison with vendors and ensure smooth operation of the branch.
 Conduct regular checks to ensure proper functioning of all branch equipment, both electrical
and non-electrical.
 Ensure regular follow-up and updations in CRM for the branch team.
 Report the need for replacement of outdated assets or scrap items to the designated committee
or the Administrative department in Head Office.
 Uphold a prudent housekeeping standards and secure storage of office documents, client
records and keys.
 Adherence to specified office timing for opening and closure of the branch.
3. Operations Related Responsibilities:
 Supervise daily branch operations including pay-ins, payouts, and customer grievance
resolution, referencing reports in the back office.
 Mitigate risk through regular monitoring of client positions, training team members to
prevent trade and/or other business transaction errors, and timely collection from debtors.
Ensure prompt deposit of pay-in cheques and proper management of petty cash payments incompliance with branch operational guidelines.
 Manage client grievances for suitable and timely solution, as mentioned in the branch
operations manual.
 Expedite account opening processes to minimize rejections (first time correct), verifying offmarket and closing cum transfer requests, and following up with head office departments
regarding client document updates, as per the branch operational manual.
 If a dealer is on planned leave, then the Branch Head should map terminals accordingly in
order to maintain business continuity.
 Report branch activities to the Regional Manager and State Head periodically.
4. Guidelines for Compliance & Statutory Management:
 Ensure compliance with Securities Exchange Board of India (SEBI) regulations for account
openings and share transactions.
 Ensure the timely completion of all compliance-related activities.
 Ensure display of all mandated licenses, notices, and certificates in the branch notice board.
 Maintain all necessary statutory documents and registers in accordance with guidelines
outlined by different departments at Head office.
 Management and compliance with voice logger system.


Quess Corp Limited

Insurance Sales / BD Manager

Porur

Aalathur IE

Sr.Key Responsibilities1New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML2Ensure successful onboarding of customer for a smooth transition to branch banking team. 3Activation of customer – Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB. 4Activities for lead generation 5Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams  (RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer  
Qualifications and Experience Requirement
QualificationsMinimumGraduate Preferred MBA + IRDA qualifiedExperienceEssential2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segmentMust possess good knowledge of commercial catchments and business segments for new to bank acquisition.Should know the local language. 
Competency Requirements
Technical Skills
SkillAttributeComputer SkillsGood skills of Excel. Banking KnowledgeCandidates with basic knowledge of Business Banking, Trade/FX will be preferable.  
Behavioural Skills
SkillAttributeCommunication SkillsGood written & verbal communication. Fluency in English (written and spoken) Presentable and with High Grooming standards 


Veerwal Getwork Services Private Limited

Relationship Manager

Rashtrapati Bhavan

Ballabhgarh

we need assistant sales manager/ sales manager with good communication skill who is having experience in health insurance sales those who are interested contact on 9873075055


Ishrey Consulting and Placement Services LLP

Insurance Agent/Advisor

I.I.T.Main Gate

Patli Pada

Job Description
We are looking for a driven and client-focused Investment Relationship Manager to join our growing team. The role involves assisting clients with their investment and financial planning needs, maintaining strong relationships, and working closely with senior partners to deliver high-quality advisory services.This is an excellent opportunity for fresh graduates or early-career finance professionals to gain hands-on exposure in wealth management, client handling, and investment advisory.
Key Responsibilities
Support senior partners in managing and servicing client portfolios.
Understand client goals, risk appetite, and suggest appropriate investment solutions.
Conduct portfolio reviews, track performance, and prepare client reports.
Assist in KYC, SIP, and account opening processes.
Coordinate with fund houses, RTA, and platforms for operational requirements.
Maintain CRM and ensure regular client communication and follow-up.
Attend client meetings (primarily in Mumbai region) with senior advisors.
Keep updated on market trends, new fund launches, and product developments.


SP Wealth Associates

Investment Relationship Manager

NSEZ Noida

we are looking for assistant sales manager/sales manager with good communication skill who is having experience in health insurance sales those who are interested contact on 9873075055


Sales Manager

Ahmedabad (Rural) District Court

Telephone Exchange (C. G. Road)

ob Summary:We are seeking a motivated and customer-focused Field Sales Insurance Agent to promote and sell insurance products to individuals and businesses. The ideal candidate will have at least one year of sales experience and strong communication skills to build lasting client relationships and achieve sales targets.
Key Responsibilities:Identify and approach potential clients through field visits, networking, and referrals.
Present and explain various insurance plans (life, health, motor, etc.) based on clients’ needs.
Generate leads, follow up on prospects, and close sales to meet monthly targets.
Assist clients with policy applications, renewals, and claims processes.
Maintain accurate records of sales activities and customer interactions.
Build long-term relationships with clients to ensure customer satisfaction and retention.
Stay updated on product features, company policies, and market trends.
Qualifications and Skills: Bachelor’s degree in any discipline (preferred).
Minimum 1 year of field sales experience (insurance experience is an advantage).
Excellent communication, negotiation, and interpersonal skills.
Self-motivated and goal-oriented with a strong sales drive.
Ability to work independently and manage time effectively.



The Boston Consulting

Field Sales Insurance Agent

Nai Duniya

Scheme No.54

Job Description

              Key Responsibilities

* Handle sales of financial/advisory products & services.

* Convert leads into active clients through effective communication and follow-ups.

* Build and maintain strong client relationships to ensure repeat business.

* Explain stock market products, investment plans, and trading strategies to clients.

* Meet daily, weekly, and monthly sales targets.

* Coordinate with the research team to provide clients with relevant insights.

* Maintain records of sales activities and client interactions.

Requirements

* Minimum 6 month of experience in sales within the stock market domain

* Must have worked in an advisory / broking Firm.

* Strong understanding of equity, derivatives, and financial markets.

* Excellent communication, negotiation, and presentation skills.

* Ability to handle high-pressure sales targets.

* Self-motivated, with a result-oriented approach.

  Education 

* Graduate in any discipline (MBA/Finance background preferred).

Salary & Benefits

* Salary: Competitive, with hike on last drawn salary

* Attractive incentives based on performance.
(Employees achieving 50% of their monthly target will be eligible for a 5% incentive, while those achieving 100% of the target will receive a 10% incentive).

* Career growth opportunities in a fast-growing SEBI-registered advisory.


Muhurat Investing Investment Advisor

Stock Market Specialist

Keshari Nagar

Jharpada

## 🚀 *Urgent Hiring: Retail Partner – Bajaj Allianz Life Insurance*

### 🏢 *Company:* Bajaj Allianz Life Insurance

### 📍 *Location:* [Bhubaneswar]

### 💼 *Position:* Retail Partner

### ⏰ *Employment Type:* Full-time / Part-time (Flexible Hours)

---

### 🌟 *About the Role:*

We’re looking for passionate, driven individuals to join our team as *Retail Partners*! 🤝
As a Retail Partner, you’ll lead a team of Life Insurance Advisors, drive sales, and help customers achieve financial security with Bajaj Allianz’s trusted solutions. 💰🏆

---

### 🧩 *Key Responsibilities:*

✨ Recruit, train & mentor Life Insurance Advisors
📊 Achieve business targets through your advisor team
🤝 Build strong customer & client relationships
💡 Provide guidance and motivation to achieve sales goals
📈 Ensure compliance with company policies and standards

---

### 🎓 *Eligibility Criteria:*

✅ Minimum Qualification: 12th Pass / Graduate preferred
✅ Age: 18 years & above
✅ Experience: Sales / Insurance / Financial Services background preferred
✅ Good communication & leadership skills

---

### 💸 *What We Offer:*

💼 Attractive commission-based earnings
🎯 Performance-based incentives & bonuses
📚 Free training & development programs
🚀 Career growth opportunities with India’s leading life insurance brand

---

### 📞 *How to Apply:*

Send your resume to contact 📱 *[9777849559]*

---

### 🌈 *Join us and grow your career with Bajaj Allianz Life!*

Be your own boss 👑 | Earn more 💰 | Build your team 🤝 | Secure your future 🔒


Bajaj Allianz Life Insurance Company Limited

Business Development Executive (BDE)

College Square

JL Nehru Road

Aditya Birla Capital 

Kolkata park street. 



Job Description





Job Purpose: Manager



Providing strategic advice across a variety of financial products and services. 



Assessing client’s overall financial picture, understand their needs and develop a solid financial plan. 



Guiding clients towards a profitable and secure financial decision. 



The purpose of this job is to recruit quality advisors & support / train them and enable them to procure investment from the market& subsequently service the customers. 



Key Responsibilities :



1. To recruit high-quality prospective advisors and ensure that they acquire licensing to achieve the Yearly target set in the Goal Sheet.



2. Provide on-the-job training & manage and monitor the performance of advisors so that they can achieve their goals.



3. Maintain persistence for the investment procured by a team of Advisors to overall achieve the profitability of the team.



What's in it for you :



- Opportunity to be promoted to next designation, on 100% completion of the Goal sheet at the end of 6 to 12 months.



- Opportunity to progress to the position of Branch Manager, at the end of 12 months.



Location : Kolkata park street

We would be pleased to meet with you for further inquiries.


Aditya Birla Capital Limited

Team Development Manager

Rajendra Place

WE ARE HIRING TEAM LEADER WITH TEAM FOR PERSONAL LOAN & BUSINESS LOAN PROCESS 
FIX OFFICE TIMING 
WE ARE OFFERING FIX SALARY & ATTRACTIVE INCENTIVE 

Job Description: 
﻿- Business Planning & development i.e. tie-ups with Freelancers, Dealers & Distributors, DSAs etc.

- Maintaining the Profitability of the Business and achieving the Business Targets.

- Can have experience in Personal Loans, Business Loans, and Unsecured Loan but should be comfortable with Personal Loan

- Generating sales with existing customers and developing opportunities with new prospective customers, lead generation

- Responsible for achieving monthly sales targets set by the company.

- Good understanding of the Loan industry in general & unsecured lending business in specific.




Responsible for identifying potential clients, pitching products or services and closing sales to achieves targets. Builds strong customer relationships and provides  excellent post-sales support.




Finbud Financial Services Private Limited

Team Leader - Loan

Jayanagar

Criteria:
 
Life Insurance Experience Mandatory
Graduation Mandatory
Required Good Communications


Eminent HR Solutions

Bancassurance Manager

Nungambakkam

Relationship Manager 
Experience : 1 to 3 yrs 
Location : Chennai 

Must have : CASA in banking stands for Current Account and Savings Account

Manage and maintain relationships with premium / key clients, ensuring consistent engagement and satisfaction.
Understand each clients business objectives and align our services to support their goals.
Act as a single point of contact for all client communications, escalations, and requirements.
Proactively identify opportunities for upselling and cross-selling within assigned accounts
Coordinate with internal teams (sales, operations, and support) to ensure timely delivery and quality service.
Prepare and present monthly performance reports and insights to clients.
Track and monitor account renewals, payment cycles, and client retention metrics.
Stay updated on industry trends and competitor activities to provide valuable inputs to clients and management








Daresm Consulting Services

Johar Chowk

Recruiting, Screening, Training and Developing Life Insurance Advisors and giving them on field support.
Achieving Business Targets through team of Insurance Advisor.
Able to provide Mentorship
Good leadership qualities.
Acquire, build and maintain relationship with Insurance Advisors and Customers to generate business.
Strong Entrepreneurship Skills


Business Development Manager (BDM)

Chimanbhai Patel Institute

Headsbase Consultancy — Job Opening
Role: Commodity Currency - Dealing
 Grade: E1
Job Description
Responsible for activating commodity clients and generating targeted revenue.
Engage with 70–80 clients daily via phone to build relationships and solicit business.
Assist newly onboarded clients to start trading in the commodity market (onboarding support, product walkthroughs).
Place orders on behalf of clients as per their requests and follow up until execution.
Maintain accurate client records and report daily activity/results to the team.

Requirements
NISM – 16 & NISM – 1 certifications (mandatory).
Strong communication and tele-calling skills; target-driven and persistent.
Prior experience in commodities/currency dealing or client activation is preferred.
Comfortable placing orders and working in a fast-paced trading environment.

How to apply
 Headsbase Consultancy is hiring — interested candidates can share their resume on 9510309962 or email kruti.headsbase@gmail.com.
 (Please mention “Commodity Currency – Dealing, Grade E1” in the subject or message.)


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Banking Insurance Financial Services Jobs In Durgapur - 5736 Verified Vacancies

Insurance Sales / BD Manager

Relationship Manager

Insurance Agent/Advisor

Investment Relationship Manager

Sales Manager

Field Sales Insurance Agent

Stock Market Specialist

Business Development Executive (BDE)

Team Development Manager

Team Leader - Loan

Bancassurance Manager

Relationship Manager

Business Development Manager (BDM)

Commodity Dealer