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Sonegaon

Ghat Road

Hiring – Female CLPOs  in an exclusive Female Channel ! 🚀
✅ Age: 23– 45 years
✅ Graduate (any stream)
✅ Must own a 2-wheeler
💰 Earnings: ₹33000 – ₹50,000 + Incentives
🎁 Activity Allowance | Rewards & Recognition | Foreign Tours
📈 Career Growth + Work-Life Balance
👉 If you’re ambitious and ready to grow, Apply Now!


Reliance Nippon Life Insurance Company Limited

Champion Life Planning Officer

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

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

Nai Duniya

Scheme No.54

Param Nivesh

Senior Sales Executive

Subramanya Nagar

Kailasipalyam

Combined Job Description for Financial Consultant/ Life Advisor / Business Partner:

For Financial Consultant/ Life Advisor:

Lead Generation & Prospecting
Lead generation for insurance agents is important to bring more business to the company as well as improve their income prospects. The primary role of insurance agent is to continuously engage in database collection to connect with new clients.

Consulting Clients and Assessing Needs
Communicating with the clients and assessing their needs is the most important insurance agent duties. It helps in suggesting plans to align with their needs and financial goals. The approach of assisting the client to make an informed decision builds trust and ensures customer satisfaction, which is also a key responsibility of an insurance advisor.

Policy Sales
One of the key functions of an insurance agent is converting leads to sales. This involves providing information about all the available products and explaining the benefits, terms and conditions, and cost of each product. The agent also assists the clients in selecting a product to suit their requirements and navigates them through the application process till the policy issue.

Follow-ups & Customer Relationship Management
Follow-ups and customer relationship management are the most important insurance agent duties and are crucial for business development and maintaining existing customers. An insurance agent follow-up strategy can work wonders in completing the insurance sales process and increasing numbers. Not only does it help in initiating an application, but it ensures timely policy renewals. Keeping continued relationships with clients is another major insurance agent job role that gives an assurance that they can reach out to the agent for assistance at any time. This strategy ensures customer satisfaction and long-lasting relationships.

Post-Sale Services & Claim Assistance
The role of insurance agent does not end with policy sales. Post-sale services and claim assistance are a part of the customer relationship in insurance. Attending to customer queries, helping them with policy renewals, updating them about policy guidelines, and assisting in the claims fosters trust and long-term satisfaction.

For Business Partner:

An HDFC Business Partner's role involves recruiting, training, and managing a team of financial consultants or agents to meet sales targets, while also focusing on customer relationships and business growth. Key responsibilities include driving sales through the team, ensuring business quality, providing pre- and post-sales support, and using digital tools to enhance productivity. There are different types of business partners, such as Agency Business Partners focused on insurance sales and Human Resource Business Partners, who support the HR function

Team Management: Recruit, train, and mentor a team of Financial Consultants (agents) to sell life insurance products. 


Sales and Business Development: Drive sales activities with the team, meet prospective customers, and achieve business targets and premium goals


Business Support: Provide pre- and post-sales support to customers and ensure advisors maintain high standards of service and business quality. 


Performance Monitoring: Ensure business persistency and quality, monitor team performance, and promote the use of digital platforms for productivity. 


Market and Data Analysis: Analyze market trends and data to develop strategies for business expansion and new customer acquisition
Walk in date : 7th Nov



Hdfc Life Insurance Company Limited

Business Partner / Financial Consultant / Life Advisor

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

Porur

Tambaram East

Should have the capability to Recruit & handle a team with support from Leaders & Managers


Kotak Life Insurance

Recruitment Associate

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.



Team Leader

LINK ROAD

LIC Insurance Advisor

I.I.T.Main Gate

Johar Chowk

Job Position: Wealth Manager

Job Location : Ghatkopar

1- 2 years Experience

Salary: As per profile

Age Criteria - 45


Job Objective: Drive AUM growth through client management and new customer acquisition via HNI and corporate channels. Ensure revenue growth by cross-selling products. Individual contributor role.

Job Description: 
•       Build AUM with strategic sales plans.
•       Cross-sell products and update clients on market trends.
•       Conduct financial planning for HNI and retail clients.
•       Suggest tailored investment solutions.
•       Review and diversify portfolios.
•       Expand client database for various financial products.
•       Conduct sales calls and follow-ups.
•       Showcase products in marketing activities.

Industry: Financial Services
Employment Type: Full-time


Darsh Recruitment Consultancy

Wealth Manager

Indiranagara

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


Sbi Life Insurance Company Limited

Unit Manager

Santoshi Mata Chowk

Bund Garden Central Mall

a direct channel role involves selling insurance policies directly to customers without using intermediaries like agents or brokers. This can be done through online platforms, call centers, or in-person at a company's branch. Common direct channel job rolesSales and relationship managementRelationship Manager, Direct Channel: A frontline sales role where you are responsible for promoting and selling insurance policies directly to prospective and existing clients. This often involves understanding customer needs, recommending products, and maintaining strong customer relationships.Territory Sales Manager: A role that involves leading a team of direct sales personnel to meet and exceed monthly sales targets within a specific region. It includes monitoring team performance, maintaining high-quality business, and ensuring compliance.Direct Sales Executive/Officer: Focused on outbound and inbound sales calls to customers or following up on leads generated through the company's website. They work to convert prospects into customers by explaining policy benefits and managing the sales process.Branch Manager, Direct Channel: A leadership role for an assigned branch that manages the direct channel business. Responsibilities include achieving sales targets, coaching a team of sales personnel, and ensuring regulatory compliance. Leadership and strategyChief Direct Distribution Officer: A high-level executive position overseeing all direct sales channels. This role focuses on strategy, profitability, and driving growth for the entire direct channel operation.Cluster Business Head: A management position that involves driving sales and achieving revenue targets for a specific cluster of sales teams. Responsibilities include strategic planning, performance monitoring, and team development. 

Key responsibilities:

Customer engagement: Directly interacting with customers to understand their needs, answer questions, and build lasting relationships to ensure satisfaction and retention.
Sales and target achievement: Actively selling policies and meeting or exceeding monthly and annual sales targets.
Adherence to regulations: Ensuring that all sales practices and processes are fully compliant with company policies and regulatory guidelines, such as those set by the IRDAI in India.
Upselling and cross-selling: Identifying opportunities to sell additional products or services to existing customers to increase their lifetime value.
Leveraging technology: Using online tools, customer relationship management (CRM) software, and other digital platforms to streamline the sales process and enhance the customer experience. 


Canara Hsbc Oriental Bank Of Commerce Life Insurance Company Ltd

Relationship Officer/Sr Relationship Officer/Ex Relationship Officer

New Palasia

TELE CALLING JOB, 9 AM TO 6 PM .
FIX SALARY FROM 15000 -50000 DEPANDING UPON TO INTERVIEW.


SS Broking

Stock Market Specialist

College Square

Kalighat

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


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