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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.


Icici Lombard

Unit Sales Manager

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

Porur

Aalathur IE

*Eligibility Criteria : Candidates having prior 1-4 years of experience into BFSI especially in demat account opening, mutual funds and field sales can apply . Candidate should have good communication skills ,interpersonal skills , and knowledge of CRM tools.
*Education Qualification: Graduate
*Candidate must have done  NISM 5A certification . 
*Age - Max 33
*CTC-Upto 4.50L+Fixed Incentive

Candidate can share their CV via below mentioned mail :
 Toyashi.jatwa@upgrad.com
Contact No: 8700689931



Upgrad

Business Develovment Relationship Manager

College Square

New town


Job Title: Insurance Consultant / Retail Partner

Company: Bajaj Life Insurance Company (BLIC)
Salary: ₹19,000 + Incentives (up to ₹80,000)
Recruitment Process: Interview + IRDAI Exam (training will be provided)
Exam Centre: Nearest NSEIT Centre
Branch: Kolkata (Work from Home)

Job Role: RETAIL PARTNER / Team Leader. The responsibilities include:
Recruitment
Activate
Team Management
Team Development
Team Building
Team Training
Team Meetings
Driving sales through the team


         Training: During the "ON JOB TRAINING" (Practical + Theory), a stipend will be provided based on sales performance during the training.
          IRDAI Exam Fee: ₹567
IRDAI Training will be provided via Zoom.
The interview will also be conducted on the Zoom app.


       Recruitment Process: Interview + IRDAI Exam + OJT
       IRDAI Exam Center: NSE-IT Center(Near your Location)
       
       Office Working Days : 5 Days(Monday to Friday) 
       Working Time : 9:30 AM to 6:00 PM

       Company Benefits : 

       Incentives (Unlimited)
       Official Tour (National/International)
       Trophy and Certificates

Contact -8468859338



Bajaj  Life Insurance  Limited

Insurance Sales Executive

Rashtrapati Bhavan

Rajouri Garden

SMH Solutions India 

Collection Executive / Officer

DR. APPT.

Job Title: Assistant Relationship Officer
 Location: Noida
 Company: Finance Buddha
 Experience Required: Minimum 1 year in Telesales (Financial Products)
  

About Us:
Finance Buddha is a trusted name in the financial services sector, dedicated to simplifying and accelerating access to personal financial products. We specialize in providing fast and flexible personal loans and overdraft solutions to meet the evolving needs of our customers. Join our dynamic team and be a part of a growing organization committed to transparency, efficiency, and customer satisfaction.
  

Job Summary:
We are seeking a proactive and motivated Assistant Relationship Officer to join our Noida team. The ideal candidate should have at least 1 year of telesales experience, specifically in promoting Personal Loans and Overdraft products. This is a desk-based (sitting) role, focused on reviewing customer profiles, assisting in loan processing, and maintaining quality standards.
  

Key Responsibilities:
Make outbound calls to potential leads to assess eligibility for personal loans and overdraft products
Review and verify customer documents and loan application details
Provide accurate information to clients regarding loan terms, eligibility, and required documentation
Coordinate with internal teams for smooth processing and approval
Maintain regular follow-up with clients for documentation and updates
Achieve daily/weekly targets set by the team lead
Ensure compliance with company policies and regulatory requirements

  

Required Skills & Qualifications:
Minimum 1 year of experience in telesales, preferably in financial products
In-depth knowledge of Personal Loans and Overdraft Products
Excellent communication and interpersonal skills
Ability to handle customer queries confidently and professionally
Basic understanding of financial documentation and KYC norms
Proficiency in MS Office and CRM tools is a plus
Graduation in any stream (preferred)

  

Job Type: Full-Time (Sitting Job)
Location: Sector 6, Noida 
  

Compensation & Benefits:
Fixed Salary (as per industry standards)
Attractive Incentive Structure based on performance
Monthly performance bonuses
Training & development programs




Finbud Financial Services Private Limited

Sales Executive

Maramma Temple

Involves helping clients with their financial goals, especially regarding life insurance and long-term planning. Key duties include assessing client financial situations, recommending suitable products and services, and building long-term client relationships. This role includes sales activities, such as new business generation, presentations, and closing deals.

*Key responsibilities*
Client Assessment: Analyze clients' financial status and future needs to create personalized plans.

Product and service sales: Present, promote, and sell life insurance products and other financial services to meet client goals.

Financial Planning: Provide advice on retirement planning, risk management, and investment strategies.

Client Relationship Management: Build and maintain long-term relationships with clients, ensuring satisfaction and retention.

New Business Development: Identify and pursue new business opportunities through various channels.

Administrative tasks: Maintain records of sales activities, follow up with clients, and keep them informed of financial developments.


Reliance Nippon Life Insurance Company Limited

Life Planning Officer

Colllege Road Andarliayan Galian

Chambal Ghati Block 29

To derive Insurance Business from assigned Relationship/Channel partner in an area, to convince the relationship so they can convince their customer to invest in Birla Sunlife Insurance. 
To ensure all the pre- and post-sales support and services to the relationship as well as to the clients.
 Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter. 


Aditya Birla Capital Limited

Branch Relationship Executive

Noida Sector 15

Rec Education And Employment Hub

Banking Executive

Rajajipuram

Park Road

M/s Pooja Industries

Nai Duniya

South Tukoganj

candidate should have two wheeler
candidate should be atleast 10th pass
collection experience is preferred
this is completely field job no work from home or telecalling job



Shree Associates

Field Collection Executive

Sector 63, Noida

We are hiring for Loan Sales Team leader.

NO of candidate required-5

Team leader who have team of 6-7 candidate will be preferred

Experience of team handling is must.

Min Experience required is 1 year


Horizonelite India Private Limited

Loan Team Leader

V. O. C. Nagar

We are required minimum one year experience for loan sales female telecallers only


H S Enterprises

Banking Loan Sales Executive

Mirsali Colony

Locations : Jaipur, Jodhpur, Kota, Ajmer, Sikar, Udaipur & Bikaner

Recruit high-potential sales advisors
Set clear sales targets and monitor performance
Provide hands-on training and field support
Inspire and engage the team to drive consistent results
Ensure timely policy renewals and customer retention
Foster strong client and team relationships
Maintain full compliance with company policies



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Banking / Insurance / Financial Services Jobs - 6662 Verified Vacancies

Unit Sales Manager

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Business Develovment Relationship Manager

Insurance Sales Executive

Collection Executive / Officer

Sales Executive

Life Planning Officer

Branch Relationship Executive

Banking Executive

Loan Executive

Field Collection Executive

Loan Team Leader

Banking Loan Sales Executive

Agency Manager

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