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I.I.T.Main Gate

Thane Station (East)

 In-depth understanding of insurance products and policies
 Excellent communication and customer-handling skills
 Ability to build and maintain strong client relationships
 Target-driven with strong sales aptitude


Turtlemint Insurance Broking Services Private Limited

Insurance Sales Executive

Shivala Par

Mithapur

Designation : Assistant Manager
Salary:3.25-4.50lpa




Bizzify Digital Service

Assistant Manager

Rashtrapati Bhavan

NH-58

Job Description – Relationship Officer (RO) Position: Relationship Officer (RO) Location: North Delhi, East Delhi, Central Delhi, Delhi NCR – Noida, Ghaziabad Salary: 3 TO 5 LPA (CTC) + Attractive Incentives + Petrol Allowance (per km basis) Employment Type: Full-time Job Objective The primary responsibility of the Relationship Officer is to identify, pitch, and sell life insurance products to existing customers of Canara HSBC Life Insurance (CHL) and its bank distribution partners. The role focuses on achieving sales targets through effective cross-selling, relationship management, and business growth from existing and potential customers of the bank partners. Key Responsibility Areas • Sell life insurance products (ULIP, Non-Par Guaranteed Plans, Annuity, etc.) to existing policyholders and bank customers. • Identify cross-selling and upselling opportunities for enhanced customer value. • Build and maintain strong customer relationships for repeat business and referrals. • Achieve monthly sales targets and ensure smooth policy issuance. • Coordinate with bank staff and internal teams (operations, underwriting, etc.) for effective support.
Eligibility Criteria • Education: Graduate (any stream) • Experience: 2–3 years in Life Insurance Sales (Direct Channel mandatory) • Age: Up to 35 years • Must Have: Own bike (for field work) and valid PAN card Benefits • Fixed Salary + Performance-based Incentives • Petrol reimbursement (per km basis) • Career growth opportunities with a leading life insurance brand Note: Only candidates with Direct Channel Life Insurance experience should apply


Youstrong Private Limited

Relationship Officer

Mumbai Agra Road

Spring Valley

Job Summary:We are hiring a motivated and certified Team Leader (DRA Certified) to join our growing team. This role involves field visits to customers for collections, maintaining positive customer relationships, and ensuring timely and effective recovery of dues. Your negotiation skills, professionalism, and DRA certification will be key assets in delivering results.
Key Responsibilities:

          Collection Activities:
Conduct field visits to customers for payment collection and ensure timely follow-ups.
Customer Relationship Management:
Maintain accurate records, manage customer interactions with diplomacy, and uphold high service standards.
Reporting & Compliance:
Provide regular updates to management on collection status and ensure compliance with internal policies and regulatory norms.
Negotiation & Conflict Resolution:
Resolve payment issues through effective communication and negotiate payment terms where necessary.
Requirements:Education:
12th Pass/Graduation
Experience:
Freshers are welcome to apply
Essential Skills:
Good communication & interpersonal skills
Strong negotiation abilities
Problem-solving mindset

Desirable Skills:
Understanding of credit control & financial documentation
Basic knowledge of legal norms related to collections

Certifications:
✅ DRA Certification – Mandatory
Other Requirements
Valid driving license
Reliable mode of transport (bike preferred)
What We Offer:Competitive Salary
Opportunities for Career Growth & Development

Interested Candidates –
Contact Us:
📞 Aditi (HR): +91 7699781852
📞 Aanchal (HR): +91 7291043291
📧 Email:
aditi.sharma@alphamatrixservices.com
aanchal.gupta@alphamatrixservices.com


AMS Comtel BPMS (P) Ltd.

Team Leader - Operations

Rajouri Garden

SMH Solutions India 

Collection Executive / Officer

Hindpiri 

Patratoli 

A Relationship Manager in the insurance agency channel is responsible for building and maintaining strong relationships with insurance agents, driving sales growth, and ensuring the agency's success. Key responsibilities include recruiting and developing agents, providing training and support, monitoring performance, and achieving business targets. They also act as a point of contact for agents, addressing their needs and concerns, and helping them to build their own businesses. 

Key Responsibilities:
Recruiting and Developing Agents:
Identifying and recruiting qualified insurance agents, often focusing on building a team to achieve specific sales goals. 
Training and Support:
Providing ongoing training and support to agents, ensuring they have the knowledge and resources to succeed. 
Performance Management:
Monitoring agent performance, providing feedback, and coaching to improve productivity and sales. 
Sales Growth:
Driving sales through the agency channel, setting and achieving business targets. 
Relationship Management:
Building and maintaining strong relationships with agents, acting as a point of contact and support. 
Customer Relationship Management:
Ensuring agents provide excellent customer service and build strong relationships with clients. 
Compliance and Operations:
Ensuring agents adhere to company policies and regulations, and managing operational aspects of the agency channel. 
Business Development:
Identifying and pursuing new business opportunities through the agency channel. 
Reporting and Analysis:
Maintaining accurate records of agent performance and business activities, and generating reports for analysis. 

Skills and Qualifications:
Leadership and Communication: Strong leadership skills to motivate and manage a team of agents. 
Sales and Negotiation: Experience in sales and negotiation to drive business growth. 
Interpersonal and Relationship Building: Excellent interpersonal and relationship-building skills to connect with agents and clients. 
Insurance Knowledge: Understanding of insurance products and the insurance industry. 
Training and Mentoring: Ability to train, mentor, and coach agents to improve their skills. 
Problem-Solving and Decision-Making: Ability to identify and resolve issues and make informed decisions. 
Computer Skills: Proficiency in CRM software and Microsoft Office Suite. 
Motivation and Drive: Self-motivated and goal-oriented with a strong desire to achieve targets. 



Mosahay Associates Private Limited

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

Food Technology

Manekshaw Parade Grounds

Netambit Infosource And E Services Private Limited

Gold Loan Executive

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

Santoshi Mata Chowk

Mali Nagar

For more information call on 95373 31157.


Building a strong relationship with the Banking Partner
Achieving your sales target as per channel strategy
Setting sales goals and developing sales strategies
Need to work as a Team leader 

Sales
Direct


Supro Info Solutions Private Limited

Relationship Manager

Kalya

*What you'll do*

Key responsibilities

Recruitment Parameters
1. Increasing Distribution through Coding of new Partners & increasing
LA base
2. Focusing advisor Promotion
3. SPP / MPP Creation
4. Partner Promotion
5. Handhold & Coach Distribution for Recruitment
6. Minimum Distribution Criteria of 8:80

Business Parameters
1. Meet the budgeted business numbers
2.Maintain minimum Persistency of 85%
3. Coach & Train Agency to work Independently & Digitally
4. Meet the Activation numbers
5. Initiatives to improve Partner Income
6. Support Agency with all relevant report & MIS

*Conduct weekly and monthly meeting to review performance, disseminate Company information,address common problems and concern.

*Set weekly production target for team of agents.

*Identify agents development needs and work with Training Department to schedule appropriate technical,product and skills training
Accompany agents on customer visits to support and improve sales skill.

*Develop agents in line with career development / training requirements of the Company.

*Responsible for the activation of the agents.

*Motivate by providing support, recognizing good performers and arranging appropriate team-building activities
Review agent performance against target and identify training needs.

Kiran Y C
Branch Manager | BhartiAXA Life Insurance
Contact No : 9731332334


Bharti Axa Life Insurance Company Limited

Senior Agency Business Manager

Puttenahalli

We are hiring Collections Executives for our Fintech company. Candidates must have experience in debt collection and NPA handling and
hold a valid DRA certificate.
Responsibilities:Make outbound calls to customers for loan recovery and overdue payments.
Handle NPA cases as per company and RBI guidelines.
Negotiate settlements and update payment status in system.
Maintain proper call records and follow-up details.
Achieve monthly collection targets.

      Requirements:1–3 years experience in collections / recovery (Fintech or NBFC preferred).
Must know North Indian languages – Hindi is mandatory.
DRA Certificate required.
Good communication & negotiation skills.
Basic computer knowledge.




DPDzero Technologies

Porur

Ashok Nagar

We Are Hiring Insurance Advisor For our Insurance Company
We are hiring INSURANCE AGENT
30+ Openings Available.
Both The Genders Can Apply
Both Full Time /Part Time &Also Work from Home Job Available

Interested candidate call us or Apply
Contact 9841106833


Kotak Life Insurance

Insurance Agent/Advisor

College Square

Bow Barracks

A Bima Sakhi is a trained female volunteer and insurance agent, appointed primarily in rural and semi-urban areas to promote financial literacy and sell insurance products. Operating under schemes like the Life Insurance Corporation of India's (LIC) Bima Sakhi Yojana, these agents work to empower women financially while expanding insurance access in underserved communities. 


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Banking / Insurance / Financial Services Jobs - 6299 Verified Vacancies

Insurance Sales Executive

Assistant Manager

Relationship Officer

Team Leader - Operations

Collection Executive / Officer

Insurance Sales Executive

Loan Executive

Gold Loan Executive

Customer Support Executive

Relationship Manager

Senior Agency Business Manager

Collection Executive / Officer

Insurance Agent/Advisor

Bima Sakhi

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