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Kallayam 

Jagathy 

Relationship manager has to meet customers in person for analysing their needs and present a suitable solutions for the customers financial planning,with Life Insurance,Health insurance and Mutual funds of Different companies


Iva Insurance Broking Private Limited

Relationship Manager

Keshari Nagar

Laxmisagar

The Business Manager is responsible for overseeing the overall business operations, driving revenue growth, managing client relationships, and ensuring organizational goals are achieved. The role involves strategic planning, financial management, team leadership, and operational excellence to ensure sustainable business performance.


Bajaj Allianz Life Insurance Company Limited

Business Manager

I.I.T.Main Gate

Udhawa


Requirement:

Prior experience in handling General Insurance products is mandatory.

Strong communication and client coordination skills.

Ability to manage policies, documentation, and customer service.

Location: Vapi, Gujarat
Position: Full-time (Urgent Requirement)

Interested candidates may send their resume to:
📩 rohitfinvest@gmail.com


Rohit Finvest

Insurance Manager

Brigadier Zabar Singh Colony

Villages

 COMPAY- NIVA BUPA HEALTH INSURANCE ASSETS CHANNEL , WITH AXIS BANK 
 PROFILE- RELATIONSHIP MANAGER 
CTC -3.5 



Niva Bupa Health Insurance Company

Christurajupuram

Bramanadha Reddy Nagar

Exp in Banking , call center, or financial institutions or any other field —-Direct hdfc bank rolls job to handle the team of 10 to 12 bank staff. PURLY HANDLE TELECALLING TEAM OF CUSTOMER SERVICE (no sales)


Hdfc Bank Limited

Telecalling Executive/Manager

Rashtrapati Bhavan

Jantar Mantar

Company Overview:
Since its incorporation in 1989, MyMoneyMantra has created a mark of excellence in providing the best loan deals to customers across various financial products. These include Home Loans, Personal Loans, Loans against Property, Business Loans and Credit Cards. The organization has an edge in the market with a pool of 4 million+ happy customers, 100+ associated banks and 2500+ relationship managers. We are associated with leading banks and financial institutions in the country including ICICI Bank, HDFC Bank, Axis Bank, Citibank, PNB HFC, Tata Capital, Standard Chartered, SBI and Deutsche Bank. As a company, we continually strive to increase our partner base in order to offer maximum choice and quality products to our customers.
Team Leader- Mortgage
Key Skills:
1)    2-3 years of experience in sales of Personal Loan
2)    Graduate/ Undergraduate can apply.
3)    Should have handled team of at least 8-10 team members.
4)    Should motivate and lead the team to achieve the desired targets. Communicates deadlines and sales goals to team members effectively.
5)    Should have good communication skills and computer savvy.
6)    Should have passion and positive attitude towards sales.
7)    Answer team member queries, problems and help them to improve their performance to deliver good results.
8)    Also work towards ensuring zero mis-selling practice.
9)    Flexible to work for 6 days a week.
10)  Provide monthly sales report to Manger timely.                                                                   

 Location: CP


Mymoneymantra

Sales Team Leader- Personal Loan

Safdarjung Tomb

We are seeking dynamic and motivated individuals to join LIC of india as insurance advisor


LIC Insurance Advisor

Nehru Enclave


About HDFC Life Insurance: HDFC Life Insurance is one of the leading life insurance companies in India, committed to providing a wide range of insurance products to secure the future of families across the country. We offer a comprehensive suite of life insurance solutions, ranging from protection to savings and investment plans.
Job Overview: We are looking for a highly motivated and results-driven Agency Partner to join our dynamic team at HDFC Life Insurance. As an Agency Partner, you will be responsible for recruiting and managing a network of agents, driving sales growth, and ensuring that customers receive exceptional service while helping them protect their financial future through our life insurance products.

Age Criteria : 25 + to 60

Key Responsibilities:
Agency Recruitment & Development:


Recruit, train, and develop a team of agents to build a robust agency network.
Conduct regular meetings with agents to ensure proper guidance, motivation, and skills development.
Provide agents with continuous learning opportunities to enhance their knowledge of life insurance products and sales techniques.

Sales & Revenue Generation:


Achieve sales targets by driving the team of agents to meet their individual and collective goals.
Monitor and support agents in their sales process, helping them close business and ensure customer satisfaction.
Cross-sell and up-sell HDFC Life products based on customer needs analysis and market trends.

Customer Relationship Management:


Build and maintain strong relationships with clients, providing them with personalized insurance solutions.
Ensure high levels of customer retention and satisfaction through excellent after-sales service.

Compliance & Reporting:


Ensure all operations and business activities are conducted in compliance with the company’s policies, regulatory guidelines, and industry standards.
Maintain accurate records and report regularly on sales performance, agent development, and market conditions.

Market Analysis & Strategy Development:


Stay updated with market trends, competition, and regulatory changes to ensure that HDFC Life remains competitive.
Develop strategies for expanding business opportunities and improving market penetration.



Hdfc Life Insurance Company Limited

Team Leader

Sec-43/44a Gurgaon

The Relationship Officer plays a pivotal role in managing and growing client relationships within the investment and wealth management domain. This position requires a blend of financial acumen, client servicing excellence, and strategic advisory capabilities to deliver tailored investment solutions and foster long-term trust.Client Relationship ManagementServe as the primary point of contact for high-net-worth individuals (HNIs) and affluent clients.
Build and maintain strong, trust-based relationships through regular engagement and personalized service.
Investment Advisory
Understand client financial goals, risk appetite, and investment preferences.
Recommend suitable investment products including mutual funds, PMS, bonds, equities, insurance, and alternative assets.
Collaborate with portfolio managers and research teams to deliver informed advice.
Portfolio Monitoring & Reporting
Track client portfolios and provide timely updates on performance, market trends, and rebalancing needs.
Ensure compliance with regulatory norms and internal policies.
Business Development
Identify cross-selling and upselling opportunities across wealth products.
Acquire new clients through referrals, networking, and targeted outreach.
Operational & Compliance Support
Facilitate onboarding, KYC documentation, and transaction processing.
Maintain accurate records and ensure adherence to audit and compliance .







 



Chadha Investment Consultant

Relationship 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

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

Moolakulam Stop‎

New Mofussil Bus Station‎

We are hiring Candidates for the post of Financial consultant from housewives Financial distributors and retired people in and around Pondicherry. Interested Candidates may call or wattsapp to 8072841031


Max Life Insurance Company Limited

Financial Consultant

Shankar Chowk Gurgaon

The Sales Manager is responsible for developing and executing strategic sales plans to achieve company revenue goals. This role involves leading a sales team, managing client relationships, identifying new business opportunities, and ensuring customer satisfaction.


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Banking Insurance Financial Services Jobs In Iluppur - 7344 Verified Vacancies

Relationship Manager

Business Manager

Insurance Manager

Relationship Manager

Telecalling Executive/Manager

Sales Team Leader- Personal Loan

LIC Insurance Advisor

Team Leader

Relationship Officer

Collection/Recovery Manager

RM Royale/RM Platinum

Team Leader

Financial Consultant

Sales Manager