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Subramanya Nagar

Kailasipalyam

Combined Job Description for Financial Consultant/ Life Advisor / Business Partner:

For Financial Consultant/ Life Advisor:

Lead Generation & Prospecting
Lead generation for insurance agents is important to bring more business to the company as well as improve their income prospects. The primary role of insurance agent is to continuously engage in database collection to connect with new clients.

Consulting Clients and Assessing Needs
Communicating with the clients and assessing their needs is the most important insurance agent duties. It helps in suggesting plans to align with their needs and financial goals. The approach of assisting the client to make an informed decision builds trust and ensures customer satisfaction, which is also a key responsibility of an insurance advisor.

Policy Sales
One of the key functions of an insurance agent is converting leads to sales. This involves providing information about all the available products and explaining the benefits, terms and conditions, and cost of each product. The agent also assists the clients in selecting a product to suit their requirements and navigates them through the application process till the policy issue.

Follow-ups & Customer Relationship Management
Follow-ups and customer relationship management are the most important insurance agent duties and are crucial for business development and maintaining existing customers. An insurance agent follow-up strategy can work wonders in completing the insurance sales process and increasing numbers. Not only does it help in initiating an application, but it ensures timely policy renewals. Keeping continued relationships with clients is another major insurance agent job role that gives an assurance that they can reach out to the agent for assistance at any time. This strategy ensures customer satisfaction and long-lasting relationships.

Post-Sale Services & Claim Assistance
The role of insurance agent does not end with policy sales. Post-sale services and claim assistance are a part of the customer relationship in insurance. Attending to customer queries, helping them with policy renewals, updating them about policy guidelines, and assisting in the claims fosters trust and long-term satisfaction.

For Business Partner:

An HDFC Business Partner's role involves recruiting, training, and managing a team of financial consultants or agents to meet sales targets, while also focusing on customer relationships and business growth. Key responsibilities include driving sales through the team, ensuring business quality, providing pre- and post-sales support, and using digital tools to enhance productivity. There are different types of business partners, such as Agency Business Partners focused on insurance sales and Human Resource Business Partners, who support the HR function

Team Management: Recruit, train, and mentor a team of Financial Consultants (agents) to sell life insurance products. 


Sales and Business Development: Drive sales activities with the team, meet prospective customers, and achieve business targets and premium goals


Business Support: Provide pre- and post-sales support to customers and ensure advisors maintain high standards of service and business quality. 


Performance Monitoring: Ensure business persistency and quality, monitor team performance, and promote the use of digital platforms for productivity. 


Market and Data Analysis: Analyze market trends and data to develop strategies for business expansion and new customer acquisition
Walk in date : 7th Nov



Hdfc Life Insurance Company Limited

Business Partner / Financial Consultant / Life Advisor

Darshali

Gotri Road

Walk-In Interview

ESAF Small Finance Bank
Date: 29-10-2025
Time: 09:00am - 02:00pm
Qualification: Graduation
Experience: Minimum 1 year experience is required (Preferred Banking and NBFC Experience)

Vacancies Available:
Branch Head
Assistant Branch head
Gold Loan Officer
Business Development Officer
Business Development Manager


Do connect on 8714686755 / apeksha.shesha@gramproindia.com


Esaf Small Finance Bank Limited

Gold Loan Officer

A C Guards

Jeedimetla

Job Summary:We are looking for a Team Leader experienced in Debt Recovery and Collection to lead our collection team and ensure timely recovery of outstanding dues. The ideal candidate will have hands-on experience in managing telecallers and field executives, setting collection targets, and ensuring compliance with company policies and regulatory guidelines.
Key Responsibilities:Supervise and manage a team of collection agents / telecallers / field executives.
Assign and monitor daily, weekly, and monthly recovery targets.
Develop and implement strategies for effective debt recovery.
Handle high-value or difficult accounts and negotiate settlements directly with customers.
Track team performance and ensure achievement of recovery KPIs.
Ensure all recovery processes comply with RBI and company regulations.
Maintain accurate MIS reports, collection dashboards, and payment records.
Train and motivate team members to improve productivity and communication.
Coordinate with the accounts, legal, and customer service teams for dispute resolution.
Identify and escalate potential risk accounts in a timely manner.




SVS Enterprises

Collection/Recovery Manager

Santoshi Mata Chowk

Council Hall (Police Commissioner Office)

Bajaj Allianz Life Insurance Company Limited

Insurance Consultant

Rashtrapati Bhavan

Sohna Chowk Gurgaon

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

Mirsali Colony

Teli Mohalla

Job Title: Relationship Manager
Department: Liabilities / Retail Branch Banking – HNI / Premium segment

Key Responsibilities:

Manage and grow a portfolio of High Net Worth Individual (HNI) / premium customers under the “Royale” segment. 

Drive acquisition of new-to-bank (NTB) clients as well as deepening of existing relationships (liabilities – CASA, savings, current accounts; investment products; retail assets) in the premium segment. 

Provide advisory support and service excellence to premium customers: ensure high levels of satisfaction, personal attention, relationship continuity. 

Use CRM tools / sales analytics / segmentation to track interactions, pipeline, opportunities, lead-conversion and portfolio growth. 

Ensure compliance with KYC / AML / bank’s risk management / internal credit & banking policies while sourcing/deepening business. 

Achieve defined sales targets (volume and value) for the premium segment as per scorecards. 

Liaise with other bank functions (investments, wealth, insurance, branch operations) to offer holistic banking solutions to premium clients.

Maintain market intelligence of the premium/HNI segment in the assigned territory: competitive products, client needs, digital-offers, etc.

Participate in branch/territory campaigns, networking events, referrals, industry associations to source HNI relationships.


Desired Profile:

Qualification: Graduate / Postgraduate (in any discipline) is preferred. 

Experience: Typically 4-8 years in retail banking / relationship management focusing on HNI / affluent / premium clients. 

Excellent interpersonal & communication skills; strong service orientation; ability to engage senior clients effectively. 

Good negotiation, sales skills, ability to work under pressure and meet targets.

Knowledge of banking products (liabilities, investments, retail assets), and comfortable handling high-value client relationships.

Local language + English proficiency; willingness to travel within assigned territory.


Au Small Finance Bank Limited

RM Royale/RM Platinum

Delhi Cantt

𝗦𝗞𝗜𝗟𝗟𝗦 :-

*Good verbal and communication skills
*Negotiation ability
*Prospecting the leads 
* Customer handling
* Excellent learning skills
* Claims management 

𝐀𝐁𝐎𝐔𝐓 𝐓𝐇𝐄 𝐉𝐎𝐁 :-
In this job you will be designated as an advisor in the " 𝐋𝐈𝐂 " who will sell insurance products on behalf of "LIC".
It will be purely a sales job . You will have to prospect the potential customers, identify their needs and give them the best service possible .
QUALIFICATIONS:
10 th pass
Minimum age 18 years

𝐖𝐇𝐀𝐓 𝐘𝐎𝐔 𝐖𝐈𝐋𝐋 𝐁𝐄 𝐆𝐄𝐓𝐓𝐈𝐍𝐆 ?

You will be getting the commission on each and every policy you sell. 
Commission Structure in "LIC" as of now:-
• In the first year you will get 28% commission on each policy you sell 
• in the 2nd , 3rd 4th and 5th, you will get 7.5% commission on selling 
• After it, till the policy term you will get 5% commission that is called renewal commission
• Gratuity upto 5 lakh
• A chance of getting a government job in LIC after serving for 5 years 
• Mediclaim
• Office and festive advances
• Home loan, educational loan, bike and car loan at almost no interest rate


𝐀𝐁𝐎𝐔𝐓 𝐔𝐒:-
The Life Insurance Corporation of India (LIC) is a state-owned insurance and investment company. Established in 1956, LIC is one of the largest insurance companies in India. 

We offer a wide range of life insurance products, including term insurance, endowment plans, money-back policies, and unit-linked insurance plans (ULIPs). LIC aims to provide financial protection and wealth creation opportunities to individuals. Our products are designed according to diversified needs of customers, offering options for savings, investment, and retirement planning.

𝐅𝐎𝐑 𝐌𝐎𝐑𝐄 𝐃𝐄𝐓𝐀𝐈𝐋𝐒 :-
Contact:-
Mobile - 9711821620
Gmail- Komal79824@gmail.com


Lic Agent

Indiranagara

SBI life insurance is doing recruitment recruitment. interest candidates only apply.


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Banking / Insurance / Financial Services Jobs - 6424 Verified Vacancies

Business Partner / Financial Consultant / Life Advisor

Gold Loan Officer

Collection/Recovery Manager

Insurance Consultant

Agency Manager

RM Royale/RM Platinum

Lic Agent

Unit Manager

Retail Banking Sales Agent

Sales and Marketing Manager

Sales & Marketing Manager

Sales and Marketing Manager

Sales and Marketing Manager

Sales and Marketing Manager

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