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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

Relationship 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

Subramanya Nagar

Indiranagara

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


Sbi Life Insurance Company Limited

Unit Manager

Ahmedabad (Rural) District Court

Chaiteshwar Mahadev

ICICI prudential life insurance banca channel ,
icici bank 
3.5 ctc 
product -life insurance 


Icici Prudential Life Insurance Company Limited

Kallayam 

Kattacode 

Insurance Advisor – Part-Time / Full-Time – Work from Home
Join SBI Life Insurance and earn ₹15,000–₹50,000/month (Commission + Bonus).
✅ Work from Home or Office
✅ Free IRDAI Training & License
✅ No Targets, No Investment
Eligibility: Age 25–65, Min 10th Pass, Aadhaar & PAN.
Nagercoil | 📞 Dinesh Kumar (Development Manager) – Call/WhatsApp: 7695886327


Financial Advisor

Rashtrapati Bhavan

Sector 93A, Noida

Relationship Manager (Loan & insurance Sales) 
Location: Sector 132, Noida

Strong experience in Health & Life Insurance, Loan / Direct Sales (Home Loans, LAP, Personal Loans, BT, etc.)
2–10 𝘆𝗲𝗮𝗿𝘀 of Team Handling experience in Health & Life Insurance, Loan / Direct Sales (Home Loans, LAP, Personal Loans, BT, etc.)
Strong experience in Direct Sales (mandatory).
Proven ability to build and lead a team of Senior Associates & Associates (up to 50 people).
A consistent track record of delivering growth and expanding sales channels.
Strategic mindset with hands-on leadership skills.
Track record of achieving sales targets and scaling performance-driven culture
 Excellent leadership, motivation, and strategic thinking skills.
High energy, entrepreneurial mindset, and a result-oriented approach.


Flysoft

Khokhaddad

Junction Plot

As a Sales Manager at Orenda Finserv LLP, you will play a pivotal role in driving business growth by managing and expanding relationships with channel partners. You will be responsible for generating loan business (Personal Loans & Business Loans) through effective partner engagement, ensuring smooth coordination of loan files between bankers and channel partners, and achieving assigned sales targets.

Develop, manage, and strengthen relationships with existing and new channel partners to generate consistent loan business.
Ensure effective coordination of loan applications/files between bankers and channel partners for smooth processing.
Expand the partner network by identifying and onboarding new business associates, DSAs, and financial consultants.
Monitor and follow up on leads generated through channel partners to ensure timely conversion.
Provide regular updates and reports to senior management on sales performance, partner activity, and pipeline status.
Ensure compliance with company policies and lending partner requirements during the loan process.
Maintain high levels of satisfaction by ensuring timely service and issue resolution.

.


Orenda Finserv

Sales Manager

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

College Square

Kalighat

Housewife and retired persons are invited who are looking for income and career building with some additional benifits..


Kotak Life Insurance

Insurance Agent/Advisor

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

Nai Duniya

Niranjanpur Circle

Key Responsibilities:
·        Medical Review & Claims Adjudication: 
Assess and validate medical claims based on clinical documentation and policy coverage. 
Interpret diagnostic reports, treatment plans, and prescriptions to determine claim eligibility. 
Coordinate with internal medical teams to ensure accuracy in claims decision-making. 

·        Customer Interaction & Support: 
Communicate with policyholders, hospitals, and third-party administrators (TPAs) to explain claim decisions in a clear and professional manner. 
Handle escalated or complex customer service issues involving medical claims. 
Offer support and guidance on claim submission processes and documentation requirements. 

·        Compliance & Documentation: 
Ensure all claims are processed in compliance with IRDAI regulations and internal guidelines. 

Maintain accurate records of claim assessments, approvals, denials, and communications.


Icici Lombard

Insurance Claims Specialist

Sector-31 Nh-48 Gurgaon

Job Description:

We are looking for energetic and motivated Health Insurance Advisors (Telecallers) to join our sales team.
Your primary role will be to call potential customers, explain health insurance plans, and guide them in choosing the best policy as per their needs.

Key Responsibilities:

Make outbound calls to potential customers for health insurance products.

Explain policy features, premium, and benefits clearly to customers.

Handle customer queries and objections confidently.

Maintain call records and follow up with interested leads.

Achieve daily/weekly/monthly sales targets.

Build trust and maintain long-term customer relationships.

Coordinate with the team leader and report daily performance.

Required Skills:

Good communication and convincing skills (Hindi/English).

Basic understanding of insurance or willingness to learn.

Target-oriented and self-motivated.

Positive attitude and team spirit.



AH Dream Service Private Limited

Health Insurance Advisor

Kirti Nagar

We are looking for the Loan Sales Manager which is responsible for overseeing the sales and business development activities related to the company’s loan products (personal loan or business loan). This role involves developing sales strategies, managing a team of loan officers or sales representatives, meeting revenue and loan volume targets, and ensuring compliance with financial regulations and internal policies. Set weekly and monthly sales targets for the loan sales team. Conduct regular training sessions to improve product knowledge and sales techniques. Maintain a database of key clients and prospects. Prepare and present sales reports, forecasts, and performance dashboards to senior management. Portfolio quality (default rates, NPA levels). Team performance metrics


Amadhia Investment India

Loan Manager

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


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Banking Insurance Financial Services Jobs In Khargone - 6683 Verified Vacancies

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