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Subramanya Nagar

Mayohall

Assistant Agency Manager
Department: Health Insurance – Agency Model
Locations: Goa | Bangalore

Key Responsibilities:
Recruit insurance agents from the field/open market.
Activate and train newly appointed agents to drive business.
Achieve assigned business targets through effective agent management.
Maintain and update daily activity and performance records.
Ensure timely follow-up with prospective customers and agents.
Work towards achieving key operational and sales objectives.

Preferred Candidate Profile:
Education: Graduate in any discipline.
Experience: 0-3 years
Freshers with good communication skills and local language fluency are welcome.
Experienced candidates (minimum 6 months in the Insurance/BFSI sector) preferred.
Communication: Strong interpersonal and communication skills.
Language: Proficiency in the local language is a must.

Other Requirements:
All previous employment documents must be available and verifiable.
Female candidates are highly preferred .



Informaticindia

Agency Manager

I.I.T.Main Gate

N.C.P.A.

Casa Sales

2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment
Must possess good knowledge of commercial catchments and business segments for new to bank acquisition.
Should know the local language.

New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month 

Adherence to Bank policies and guidelines such as KYC & AML
Ensure successful onboarding of customer for a smooth transition to branch banking team.

Activation of customer – Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB.

Activities for lead generation

Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams  
(RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer


Bright It Global Solutions Private Limited

CASA Sales Officer

Rashtrapati Bhavan

Noida Sector 16

Bima Palace IMF Private Limited

Insurance Agent/Advisor

Ahmedabad (Rural) District Court

Chaiteshwar Mahadev

Job Title: Relationship Manager – Customer Handling
Department: Sales / Customer Service
Location: Ahemdabad, Mehasana, Surat, Rajkot, Vadodara, Jamnagar, Bhavnagar & Anand
Reports To: Branch Manager
Employment Type: Full-time
Job Summary:The Relationship Manager – Customer Handling will be responsible for building and maintaining long-term relationships with customers, ensuring high levels of customer satisfaction and loyalty. The role involves understanding client needs, providing appropriate solutions, resolving issues, and promoting products/services to enhance the overall customer experience.
Key Responsibilities:Act as the primary point of contact for assigned customers, handling all inquiries and service requests.
Develop strong relationships with clients to ensure trust, retention, and satisfaction.
Understand customer requirements and offer tailored solutions or products.
Manage and resolve customer complaints or issues promptly and professionally.
Coordinate with internal teams (sales, operations, finance, etc.) to ensure seamless service delivery.
Maintain accurate records of customer interactions, feedback, and transactions in CRM systems.
Identify opportunities for cross-selling and up-selling products and services.
Monitor client accounts and proactively address potential risks or dissatisfaction.
Prepare periodic reports on customer interactions, feedback, and service performance.
Ensure compliance with company policies and regulatory requirements in all customer dealings.
Qualifications & Skills:Bachelor’s degree in Business Administration, Marketing, Finance, or a related field (Master’s preferred).
Proven experience (2–5 years) in customer relationship management, client servicing, or account management.
Strong communication, interpersonal, and negotiation skills.
Excellent problem-solving and conflict-resolution abilities.
Proficient in CRM software and MS Office applications.
Customer-oriented mindset with a passion for delivering exceptional service.
Ability to work independently and collaboratively in a fast-paced environment.
Key Competencies:Relationship Building
Customer Focus
Communication Skills
Time Management
Sales Orientation
Analytical Thinking
Adaptability



Max Life Insurance Company Limited

Relationship Manager

Faridabad

Bharti Axa Life Insurance Company Limited

Sales Manager

College Square

JL Nehru Road

Aditya Birla Capital 

Kolkata park street. 



Job Description





Job Purpose: Manager



Providing strategic advice across a variety of financial products and services. 



Assessing client’s overall financial picture, understand their needs and develop a solid financial plan. 



Guiding clients towards a profitable and secure financial decision. 



The purpose of this job is to recruit quality advisors & support / train them and enable them to procure investment from the market& subsequently service the customers. 



Key Responsibilities :



1. To recruit high-quality prospective advisors and ensure that they acquire licensing to achieve the Yearly target set in the Goal Sheet.



2. Provide on-the-job training & manage and monitor the performance of advisors so that they can achieve their goals.



3. Maintain persistence for the investment procured by a team of Advisors to overall achieve the profitability of the team.



What's in it for you :



- Opportunity to be promoted to next designation, on 100% completion of the Goal sheet at the end of 6 to 12 months.



- Opportunity to progress to the position of Branch Manager, at the end of 12 months.



Location : Kolkata park street

We would be pleased to meet with you for further inquiries.


Aditya Birla Capital Limited

Team Development Manager

Rajendra Place

WE ARE HIRING TEAM LEADER WITH TEAM FOR PERSONAL LOAN & BUSINESS LOAN PROCESS 
FIX OFFICE TIMING 
WE ARE OFFERING FIX SALARY & ATTRACTIVE INCENTIVE 

Job Description: 
﻿- Business Planning & development i.e. tie-ups with Freelancers, Dealers & Distributors, DSAs etc.

- Maintaining the Profitability of the Business and achieving the Business Targets.

- Can have experience in Personal Loans, Business Loans, and Unsecured Loan but should be comfortable with Personal Loan

- Generating sales with existing customers and developing opportunities with new prospective customers, lead generation

- Responsible for achieving monthly sales targets set by the company.

- Good understanding of the Loan industry in general & unsecured lending business in specific.




Responsible for identifying potential clients, pitching products or services and closing sales to achieves targets. Builds strong customer relationships and provides  excellent post-sales support.




Finbud Financial Services Private Limited

Team Leader - Loan

DDU Marg

We are looking for a Insurance Advisor to join our team [NIVESH AND PROTECT CAPITAL]. The role requires candidates who are skilled in building customer relationships, following up on leads, and maximizing sales opportunities. Identify prospects and develop sales strategies to drive business growth. The position offers an in-hand salary of ₹12000 - ₹52000 and prospects of growth. Key Responsibilities: • Close sales through various methods like cold calling, presentations, and door-to-door visits. • Build strong customer relationships and meet sales targets. • Research and develop creative sales strategies to boost results. • Report performance metrics and feedback to management regularly. • Maintain and grow the client database effectively. Job Requirements: The minimum qualification for this role is Graduate and 1 - 3 years of experience. Familiarity with different sales techniques is a must. Applicants should also have good communication, negotiation, and interpersonal skills. Proficiency in computer use and the ability to utilize technology effectively are essential. 


Nivesh & Protect Capital

Jayanagar

Criteria:
 
Life Insurance Experience Mandatory
Graduation Mandatory
Required Good Communications


Eminent HR Solutions

Bancassurance Manager

Porur

Nungambakkam

Relationship Manager 
Experience : 1 to 3 yrs 
Location : Chennai 

Must have : CASA in banking stands for Current Account and Savings Account

Manage and maintain relationships with premium / key clients, ensuring consistent engagement and satisfaction.
Understand each clients business objectives and align our services to support their goals.
Act as a single point of contact for all client communications, escalations, and requirements.
Proactively identify opportunities for upselling and cross-selling within assigned accounts
Coordinate with internal teams (sales, operations, and support) to ensure timely delivery and quality service.
Prepare and present monthly performance reports and insights to clients.
Track and monitor account renewals, payment cycles, and client retention metrics.
Stay updated on industry trends and competitor activities to provide valuable inputs to clients and management








Daresm Consulting Services

Gandhi Nagar Mod

Govind Marg

Position: Gold Loan Officer
Experience: 1 Year Minimum
Should have experience in Gold Valuation, Gold Appraisal, and Gold loan Sales
Location: Jaipur, Udaipur and Tonk
Interested candidates can connect on 8714686755


Esaf Small Finance Bank Limited

Gold Loan Officer

Johar Chowk

Recruiting, Screening, Training and Developing Life Insurance Advisors and giving them on field support.
Achieving Business Targets through team of Insurance Advisor.
Able to provide Mentorship
Good leadership qualities.
Acquire, build and maintain relationship with Insurance Advisors and Customers to generate business.
Strong Entrepreneurship Skills


Bajaj Allianz Life Insurance Company Limited

Business Development Manager (BDM)

*“Our Motive : Hum Se Aage Hum…. Be Unlimited”*


---

Job Description
‼️ *Post: -Insurance Consultant/ Retail Partner*

‼️ *Role and Responsibilities* : - The ideal candidate will be responsible for overseeing all the areas of operations including recruitment, training , business operation, management and team leading.
▫ Salary : Pay On + incentives
▫ Recruitment Process : Interview + IRDAI Exam + OJT
▫ IRDAI Exam Center: NSE-IT Center(Near your Location)
▫ Location: This hiring is being Done for Kolkata Branch head Office
▫ Office Working Days : 5 Days(Monday to Friday) 
Working Time : 9:30 AM to 5:00 PM

T&C :
▪ This Job is work from home / Work From Office and Basic + Allowance + DBI + MPI Incentive job.
▪ If you get selected in interview then your next step will be exam of IC
 

Company Benefits : 

▪ Provident Fund
▪ Medical Benefit
▪Zero Pressure. ▪ Incentives(Unlimited)
▪ Official Tour (National/International)
▪ Gift and Certificates

Note :
▪ Join 5 minutes before to Interview
▪ Video must be ON & keep Mute( join Audio click on cellular data and join then mute)
▪ Rename your device name as per resume
▪ Make insure your proper internet connection
▪ Required Language : English & Hindi.

▫ Confirm Your Availability Here


Sales Team Leader

Santoshi Mata Chowk

Jai Ganesh Vision

Recruitment of agent.Sales through agent.

Job Summary:
We are looking for a strategic and results-driven Business Associat to lead Life Mita and development activities.
The ideal candidate will be responsible for Agent Hiring.
This role requires strong leadership, skills, and the ability to Sell Insurance product with the help of the Agent teams.

Key Responsibilities:
Lead the planning and execution of development of Agent Team.
Ensure compliance with company policies, industry standards, and legal requirements.
Recruit, train, and mentor The team members.


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Banking Insurance Financial Services Jobs In Kolkata Calcutta - 6898 Verified Vacancies

Agency Manager

CASA Sales Officer

Insurance Agent/Advisor

Relationship Manager

Sales Manager

Team Development Manager

Team Leader - Loan

Insurance Agent/Advisor

Bancassurance Manager

Relationship Manager

Gold Loan Officer

Business Development Manager (BDM)

Sales Team Leader

Business Associate