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Subramanya Nagar

Upkar Residency Layout

A  Loan Executive - Loan Sales is responsible for promoting and selling loan products to potential clients, working closely with individuals, businesses, or financial institutions to match their financial needs with appropriate loan offerings. generating new leads, maintaining relationships with existing clients, and ensuring customer satisfaction throughout the loan process.

Key Responsibilities:

Lead Generation and Prospecting:

Identify and generate leads through various channels, including networking, referrals, and marketing efforts.
Develop a robust pipeline of prospective clients.
Qualify prospects based on financial needs and loan eligibility.

Sales and Marketing:

Present and promote loan products to potential clients.
Provide clear information on the different loan types, terms, rates, and repayment schedules.
Customize loan offerings to suit the client’s specific financial requirements.
Handle client inquiries, ensuring clear communication of loan details and benefits.

Loan Application Process:

Assist clients in completing loan applications and submitting necessary documentation.
Guide clients through the approval process, ensuring that all criteria are met.
Conduct preliminary assessments to ensure that applicants meet the lending criteria.
Coordinate with underwriters and credit departments to facilitate loan processing.

Client Relationship Management:

Maintain relationships with existing clients to encourage repeat business and referrals.
Provide ongoing support and advice to clients on loan products and services.
Address any concerns or issues raised by clients throughout the loan lifecycle.

Compliance and Documentation:

Ensure compliance with all legal, regulatory, and company-specific loan policies.
Maintain accurate records of all loan applications, communications, and transactions.
Stay updated on changes in loan regulations, market trends, and competition.

Sales Targets and Reporting:

Achieve monthly, quarterly, and annual sales targets for loan products.
Regularly report on sales performance, including leads, conversions, and any challenges faced.
Collaborate with sales managers or team leaders to strategize on sales improvements.


Skills and Qualifications:

Experience: Proven track record in sales, preferably in the financial services or loan industry.
Knowledge: Strong understanding of loan products (e.g., personal, auto, mortgage, commercial) and the lending process.
Communication: Excellent verbal and written communication skills, with the ability to explain complex financial concepts clearly.
Customer Service: Strong client relationship-building skills with a focus on providing excellent service.
Sales Skills: Ability to close deals, meet sales targets, and maintain a high level of motivation.
Problem-Solving: Ability to assess clients' financial situations and recommend suitable solutions.
Attention to Detail: Precision in managing documentation and ensuring all loan agreements comply with legal and regulatory standards.
Technical Skills: Proficient in using Microsoft Office Suite, and other sales-related tools.



Vloans Financial Solutions Private Limited

Loan Executive

Gandhi Nagar Mod

C-Scheme

Greetings of the Day!!

We are glad to inform you about the job opening in Housing Finance Ltd. for below mentioned Job Role:

Urgent Interview!

Timing: 10.00 AM - 1.00 PM Sharp.

Write Reference Top on your C.V. Getwork.

For WALK-IN/INTERVIEW immediately contact Person Rishi,9560089636, or rishi@getwork.org

Dress Code: Formals Dress

Onroll Post Designation: RM Vertical Home Loan Sales
Interview mode : F2F 
Interview Location Branch wise : ALL Locations Branches

CTC : 3 LPA TO 7.5 LPA + Incentive

Vacancies : 08

1) New Client acquisition for Loan product.
2) Market visit to find out the interested client for Loan. 
3) Regular follow-ups with clients, generate references for new business needs. 
4) Generate leads of clients through Dealers,consultants,market visits, direct clients meetings, references, internet mining & market mapping. 
5) Ensure quality customer service is delivered. 
6) Meeting productivity norms and monthly targets defined by the Bank. 
7) Strictly adhere & maintain KYC norms compliance. 
8) Follow the norms, regulations & practices of banks religiously.

Fix Salary: 2.5 LPA to 3.90LPA+ Huge Incentives

Eligibility:

1. Any Graduate or Post Graduate.
2. Experience – 01 to 4 Yrs ( HL & Mortgage sales background ) / Banking / Insurance. 
3. Age: 21-37 years. 
4. Must have flair in sales & marketing. 
5. Should be a target & result oriented personality. 
6. Should be smart, confident and possess a decent personality. 
7. Ability to build and maintain strong relationships with new and existing customers.

REMEMBER to Carry

1. Carry 2 Photographs + Updated Resume.
2. Carry 10th, 12th, Graduation & PG Original Mark sheet + Two Photocopies each. 
3. Carry One Address Proof (Driving Licence / Voter-ID / Aadhar Card / Ration Card / Passport) Original + Two Photocopies. 
4. PAN Card & AADHAR Card is Compulsory (Original & Photocopy)

NOTE: It's a Direct Interview in a Bank FROM GETWORK. "NO FEES NO REGISTRATION CHARGES IN THIS JOB", IT'S A FREE JOB FOR CANDIDATES FOR ALL BRANCHES.

NOTE: FEMALE CANDIDATE DO NOT APPLY FOR THIS JOB.

NOTE: NO BOND / NO TRAINING FEES / NO HIDDEN CHARGE / NO CONSULTING FEE

Wish you all the best.
Warm Regards 
Rishi 
HR – Talent Acquisition


Motilal Housing finance

Relationship Manager

Santoshi Mata Chowk

Council Hall (Police Commissioner Office)

Agency Sales: Recruiting Advisors from your own social network, then getting business through them by trained them and Motivate.
Direct Sales: Getting business from 100% leads provided by the company.
Bancassurance: Getting insurance business by sitting in alloted branch for a Particular Bank


Max Life Insurance Company Limited

Agency Manager

Pukkathurai

Pangayarselvi

Job description 
Job Role -
1- Acquiring new health Agents or Advisors on a regular basis. Licensing and tracking activation of the same regularly
2- Handling the health retail Product
3- Building relationships with Health agents.
4- Regular visit on field for sale of health policies with agents or individual.
5- Coordinating with other departments such as Underwriting, Claims, & Operations
6- To meet Agents, Lead providers, intermediaries on regular basis and maintaining records in a planned manner.
7- Training and motivating the health agents to qualify contests and thus bring in incremental business.
Preferred candidate-
1- Alteast 6 months of on field sales experience in Agency / any Insurance product.
2- Graduation is mandatory, candidates holding Diploma or Part Time degree certificate will not fit in criteria.
3- Candidates with operation background will not be fit for this job profile
4- Need to work on 100% on-field for sales of health policies.
Benefits you will receive from our organization-
1 - 5 Days working ( Saturday & Sunday off )
2- Mobile Allowance.
3- Mediclaim and termlife insurance
4- Candidates will be on the payroll of organization
 
If Interested Call /Share Your Resume on - 9987184659/rutika.pillai@ext.icicilombard.com
 


Icici Lombard

Kadri

Hampankatta

Job Responsibilities – Unit Sales Manager;

·        Advisers/Agents are appointed to generate business by selling health products.
·        Recruit, train agents and generate business through them in the assigned region.
·        Responsible for licensing & tracking activation of the same regularly.
·        Interdepartmental Coordination with other departments such as U/W, Claims, & Operations.


Unit Sales Manager

Railway Station

Key Responsibilities:              
·               Recruit and onboard new agents
·               Ensure agent training and development
·               Build strong agent relationships
·               Track market intelligence
·               Drive business via agent network

1. Agency Profiles: Minimum 1 year in insurance sales (health/life insurance preferred)
2. Min 2 years of experience in BFSI Sales, CASA or MFI industries
3. Must be a Graduate with own conveyance
4. Stable localite candidates (Not a job hopper)
5.Age upto 35 years

This is proper field sales job for selling and recruiting agents for insurance companies.


Darsh Associates

Insurance Sales Executive

AD Camp Chowk


Must have knowledge of Excel and Excel Formula Functionalities.                                                                                                                                                                                                                                                                      

Visit client sites regularly and ensure satisfactory service delivery.


Manage client accounts, project records, and maintain accurate documentation.


Coordinate with internal departments (design, installation, logistics, accounts, etc.) for timely project execution.


Handle client queries and ensure prompt resolutions.


Collect payments, update records, and report to the accounts team.


Prepare and share daily visit and performance reports.


Maintain strong client relationships and identify new business opportunities.


Follow company policies, timelines, and reporting standards.




Olive Door Solutions

Recovery Agent

College Square

Kalighat

💼 Sales Executive – Job Description
🚀 Role:
Drive sales growth by building relationships, identifying new business opportunities, and delivering exceptional customer service.
🔑 Key Responsibilities:
🧭 Identify and pursue new leads & business opportunities
💬 Pitch products/services to potential clients
🤝 Maintain strong client relationships
📊 Achieve monthly & quarterly sales targets
📝 Prepare reports and sales forecasts



Kotak Life Insurance

Ram Manohar Colony

Nagar Parishad Colony

kotak bank 811 account opening work. Field work. 


Apna Payment Services

Business Development Executive

Rashtrapati Bhavan

Janak Puri West

We are looking for Candidates who have experience in Health insurance  and should be comfortable to work in Delhi Janakpuri Location if you are comfortable with Janakpuri then you can apply for this post. Only Health Insurance experienced profile will get selected .


SP Compact Marketing Private Limited

Health Insurance Team Leader

Honga Sandra

Customer Support Executive Stock Market & Trading

Job Description:

- Provide exceptional customer support to clients in the stock market and trading domain
- Handle queries, resolve issues, and offer solutions
- Collaborate with internal teams to ensure seamless client experience
- Stay updated on market trends and regulatory changes

Requirements:

- 1-2 years of experience in stock market, trading, or customer support
- Strong knowledge of stock market operations and trading concepts
- Excellent communication and problem-solving skills
Languages required - English and Hindi

Salary: Up to ₹30,000 per month


Ileads Auxiliary Services

Customer Support Executive

Sohna Chowk Gurgaon

Hello Candidates,

We Are Having Urgent Opening For The Position Of Agency Development Manager In A Leading Life Insurance Company.

Position : Agency Development Manager (Agency Channel)

Location : Lucknow, Ghaziabad, Noida, Delhi(Preet Vihar), Gurgaon & Faridabad, Rohtak, Chandigarh & Dehradun.

Salary : 25000 - 31000 Per Month( Plus Incentives)( Salary Depends on the Experience of the Candidate)

Experience : 1 To 10 Years

Age Criteria : Above 25 Years To 47 Years.

Requirements: The Candidate Must Have Experience Into Field Sales. ( Life Insurance Sales, BFSI Sales)

Should Have Good Sales And Marketing Skills.

Must Have Good Contact Base And Good Communication Skills.

Must Be Confident.

Must Be A Localite.

Most Preferable Candidates:

Candidates Having Experience Into Life Insurance Sales, LIC Agent, Life Insurance Consultant, Insurance broker, Small business entrepreneur,etc

Job Requirements : 
Qualifications : graduation Minimum Qualification if candidate is Agent in LI company and Graduation if having Sales experience.
Experience: Minimum 1 years of Sales Experience. 
Handling team experience will be added advantage
Behavioural Competencies : Good Communication Skills (English & Local Language) Presentable and Confident

Job Description:

Candidates Are Responsible For Agent Recruitment And Development For Selling The Policies Of The Company. Candidates Are Responsible For Completing The Monthly, Quarterly And Yearly Business Targets.
Agent Recruitment Is The Prime Duty Of The Candidates.
Candidates Will Be Responsible For Development Of Agent Prospecting Habits, Calling Habits And Work Habits.

• Work With Agent On Planning And Reviewing Of Activities And Goals.
• Identify The Training Needs Of The Agent And Work With Trainers To Improve The Same.

JOB Description.

• To Recruit And Develop Personal Financial Advisor Resulting In Generation Of New Business And Renewal Of Existing Business

• To Ensure Licensing Of The Agents And Building Own Team

• To Drive Productivity Of The New And Vintage Agents

• To Drive Performance By Implementing Sales Promotion For The PFA

• To Coach And Mentor PFAs In Providing Need-Based Solutions For Customers

• To Deliver New Business And Renewal Business Through The New And Vintage Agents

• To Ensure Business Reporting, MIS On Sales Call (LMS) Maintained Daily.

Preference Candidates From Insurance Background Will Be Preferred. Candidates From Banking Sales Background Will Be Preferred.

Candidates From Hardcore Sales Background Will Be Preferred.


Requirements:
The Candidate Must Have Good Communication Skills And Must Be Confident.
The Candidate Must Have Experience Into Sales & Marketing.
The Candidate Must Be Localite.
Candidates Having Experience Into Cross Selling Of Health Insurance Will Be Preferred.

Job Profile
Responsibilities: Team Managing II Customer Relationship II Training
The Candidates Are Responsible For Recruitment And Development Of Agents And Get The Business Through Them And Complete The Monthly, Quarterly & Yearly Targets Given By The Company.

• Recruiting, Screening, And Training New Agents
• Analyzing Performance And Drawing Up Action Plans
• Establishing Strong Relationships With Staff And Clients
• Ensuring All Staff Exercise Good Time Management
Candidates Will Be Responsible For Development Of Agent Prospecting Habits, Calling Habits And Work Habits.
• Work With Agent On Planning And Reviewing Of Activities And Goals.
• Identify The Training Needs Of The Agent And Work With Trainers To Improve The Same.

Job Summary:
 Responsible for
 Agent Recruitment
 Agent Development
 Meet Business targets
 Customer Centricity


Thanks & Regards,

Trushali Boricha.


Edelweiss Tokio Life Insurance Company Ltd

Agency Development Manager

Karkarduma Court

candidate Requirements
Good communication skills with strong verbal and written abilities
Must be confident and able to interact effectively with clients and team members
Commerce graduate from a regular college (no correspondence or distance learning)
Age between 20 to 29 years; candidates must be unmarried
Experience ranging from 0 to 4 years; freshers can also be considered
Should be well-groomed, presentable, and maintain a professional appearance
Must be residing in Delhi NCR; if staying in a PG, at least one relative should be living in Delhi
For RM profile: must be comfortable travelling within Delhi NCR for meetings as required
Candidates with an immediate to 15-day notice period will be preferred Preference will be given to female candidates

Key Responsibilities
Build and maintain strong relationships with existing and potential clients
Conduct client meetings, understand requirements, and provide appropriate solutions
Coordinate with internal teams to ensure smooth execution of client deliverables
Achieve assigned sales or relationship management targets within given timelines
Generate leads through networking, referrals, and market research
Maintain accurate records of client interactions, feedback, and reports
Ensure high levels of customer satisfaction through professional service and support
Represent the company in a positive and professional manner during all client interactions



PR Skill Venture Pvt. Ltd.

Porur

Aalathur IE

ESAF SMALL FINANCE BANK

📍DESIGNATION : Mortgage loan sales officer

📍QUALIFICATION : Any degree

📍EXPERIENCE: 1-3 YRs

📍AGE LIMIT: 18 to 30

📍SALARY : 16K - 30K + Petrol allowence + Incentives

📍 LOCATION : Tirunelveli / Dindigul / Trichy / Thanjavur / Madurai / Erode / Coimbatore

Regards.,
Preethi HR
9080072255


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Banking Insurance Financial Services Jobs In Ghaziabad - 6700 Verified Vacancies

Loan Executive

Relationship Manager

Agency Manager

Relationship Manager

Unit Sales Manager

Insurance Sales Executive

Recovery Agent

Agency Manager

Business Development Executive

Health Insurance Team Leader

Customer Support Executive

Agency Development Manager

Relationship Manager

Retail Asset - Mortgage Loan Sales Officer