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College Square

Job Title: Home Loan Associate (Field Sale)
Job Summary:We are looking for a proactive and customer-focused Home Loan Associate to join our team. The role involves assisting customers in understanding and availing home loan products, guiding them through the documentation process, and ensuring smooth loan disbursement. The ideal candidate should have strong communication skills, a sales-driven mindset, and a good understanding of financial products.
Key Responsibilities:
Contact potential customers and explain home loan products and eligibility criteria.
Generate leads through various channels and follow up for conversion.
Assist customers in completing the loan application and documentation process.
Coordinate with banks and financial institutions to process loan applications.
Maintain regular follow-ups with customers to ensure smooth loan approval and disbursement.
Achieve assigned sales and business targets.
Maintain accurate records of leads, prospects, and loan applications.

Requirements
Graduate in any discipline (preferably in finance, business, or related fields).
Prior experience in home loans, banking, or financial services preferred.
Excellent communication and interpersonal skills.
Strong sales and negotiation abilities.
Knowledge of loan products, eligibility, and documentation process.
Basic computer proficiency and familiarity with CRM tools.

Key Skills:
Sales & negotiation
Customer relationship management
Financial product knowledge
Target orientation
Attention to detail

Benefits:
Competitive salary with performance-based incentives
Career growth opportunities in the financial sector
Supportive and dynamic work environment



Ava Infotech Private Limited

Home Loan Associate

Rajajipuram

Vibhuti Khand

Insurance managers oversee the operations of insurance teams, ensuring compliance with policies, efficient claims processing, and customer satisfaction. Their responsibilities include managing risk, developing strategies, and leading teams to meet organizational goals


Future Generali India Life Insurance Co. Ltd

Insurance Manager

Santoshi Mata Chowk

M.E.S. Pumping Station

🏠 Job Title: Relationship Manager (Home Loan Sales Executive )(Field Sales)
🕒 Employment Type: Full-time
🏢 Department: Sales / Business Development
Job Summary:We are looking for an energetic and target-driven Field Sales Executive to promote and sell Home Loan products. The ideal candidate will be responsible for generating leads, meeting clients, and achieving sales targets through on-ground activities and relationship building.
Key Responsibilities:
Identify and generate leads for home loan sales through field visits, referrals, and cold calls.
Meet potential customers, understand their loan requirements, and provide suitable product options.
Maintain strong relationships with builders, real estate agents, and channel partners.
Explain loan products, eligibility criteria, documentation, and process to customers.
Coordinate with internal teams (credit, operations, etc.) to ensure smooth loan processing.
Achieve monthly and quarterly sales targets.
Maintain proper records of leads, follow-ups, and conversions in CRM or sales tracker.

Requirements:
Minimum qualification: 10th Pass
06 years of experience in Home Loan / LAP / Mortgage Sales preferred.
Good communication and interpersonal skills.
Must be comfortable with field sales and client visits.
Basic knowledge of MS Office and loan products.
Salary: ₹23000-₹25000 per month + IncentivesPerks & Benefits:Attractive performance-based incentives
Travel allowance
Growth opportunities in a leading financial organization



Relationship Manager

I.I.T.Main Gate

Andheri

Job Profile: Relationship Manager – Insurance Broking
Position Summary
The Relationship Manager (RM) is responsible for developing and managing relationships with corporate and retail clients to promote insurance products and services offered through the broking firm. The RM acts as the primary point of contact between clients and the insurance company, ensuring client satisfaction, policy renewals, and business growth.
Key Responsibilities
1. Client Acquisition & Business Development Identify and acquire new clients (corporate & individual) for various lines of insurance (General, Health, Life, Marine, Property, Liability, etc.).
Generate leads through networking, referrals, cold calls, and market research.
Achieve assigned sales and revenue targets for both new and renewal business.

2. Client Relationship Management Maintain strong, long-term relationships with clients and key decision-makers.
Understand client needs, risk exposures, and provide suitable insurance solutions.
Act as a liaison between clients and insurance companies for quotations, policy issuance, and claim assistance.

3. Policy Servicing & Renewal Management Handle policy renewals proactively and ensure timely renewal of client policies.
Review existing insurance portfolios and suggest enhancements or cost optimizations.
Coordinate with underwriting and operations teams for documentation, endorsements, and compliance.

4. Claims Support Assist clients in claim intimation, documentation, and coordination with insurers.
Provide end-to-end support to ensure smooth and fair claim settlement.

5. Market Intelligence & Reporting Keep updated on insurance products, industry trends, IRDAI regulations, and competitor activities.
Prepare MIS reports on sales, renewals, and client servicing activities for management review.
Skills & Competencies :-Strong communication and interpersonal skills.
Good understanding of various insurance products and risk management concepts.
Negotiation and persuasion skills.
Customer-centric approach with service orientation.
Ability to work under pressure and meet targets.
Proficiency in MS Office (Excel, Word, PowerPoint) and CRM tools.

Educational Qualification
Graduate (preferably in Commerce, Business Administration, or Insurance).
MBA or PG Diploma in Insurance, Finance, or Marketing (preferred).
IRDAI (Insurance Regulatory and Development Authority of India) certification/licensing for broking operations (mandatory as per role).
Experience 0–2 years of experience in insurance broking, banking, or financial services.
Experience in handling corporate clients or SME accounts preferred.
Key Performance Indicators (KPIs)New business generation (premium volume & revenue).
Client retention and renewal ratio.
Cross-selling and upselling of insurance products.
Customer satisfaction and feedback.
Claims turnaround time and support efficiency.



PIB Insurance Brokers

Relationship Officer

Gopipura

SMC Staff Quarters

Shahnajaf Road

Kotak Life Insurance

Team Manager

Kankurgachi

Pnb Metlife India Insurance Company Limited

Team Leader

Ankur Hospital



Job Title: Banking Asset and back office Process

Job Summary:We are looking for a Back Office Sales Executive to join our team at FANANCIO SALES Enterprises. The role involves updating accurate Asset distribution and data in databases, spreadsheets, and systems as required. With a collaborative environment and growth opportunities, the position offers a ₹15000 - ₹25000 salary.
Key Responsibilities:
Maintain and organize physical and digital records for easy access and retrieval.
Outbound calling for Loan and Credit card of verified channel partner
Communicate with relevant teams to clarify data inconsistencies and improve processes.
Verify data accuracy, correct errors, and identify irregularities promptly.
Ensure data accuracy and accessibility to facilitate smooth operations.
Generate reports and summaries to aid internal decision-making processes.
Maintain confidentiality of sensitive information at all times.

Job Requirements:
The minimum qualification for this role is 12th Pass and 0.6 - 2 years of experience. Candidates must have strong attention to detail, a high level of accuracy, solid organizational skills, and the ability to manage multiple tasks efficiently.


 Fanancio Sales Enterprises

Telesales Executive

Greetings of the day,
We are urgently hiring for the role of "Virtual Relationship Manager"
Industry-NBFC
Location-Marol,Andheri East,Mumbai
Qualification-HSC & Above
Experience-Minimum 6 months into BPO sector (NBFC experience would be great)

Job description-

Build and maintain strong relationships with clients and key stakeholders.
Act as a liaison between the clients and internal sales teams to ensure seamless coordination and communication.
Drive sales activities to achieve assigned business targets (sales volume, revenue, and customer acquisition).
Coordinate lead generation, follow-ups, and closure of deals in collaboration with clients.
Monitor daily field operations, ensuring timely resolution of partner or customer issues.
Track performance metrics and prepare reports on sales activities, conversions, and partner engagement.
Identify new business opportunities and cross-selling prospects through clients.
Ensure compliance with company policies, partner agreements, and quality standards.
Support marketing or promotional activities in coordination with clients to boost sales performance.


If interested, kindly share your updated CV on below mentioned email Id-
recruiter9.unicornhr@gmail.com

Thanks & Regards,
Akshaya Jutlageri,
HR Executive,
Unicorn HR.


Unicorn HR

Rashtrapati Bhavan

Dwarka Sector 11

There are following Responsibilities are follows:-

Good Communication Skill
Be on Time
Work Freely
No Pressure
Update timely



Whizzy Money Matters Services Private Limited

Telecaller Outbound

Gandhi Nagar Mod

Railway Station

Loan Against Property (LAP) Executive – JaipurJob Type: Full-Time
Salary: Competitive (Based on Experience) + Attractive Incentives
Take Home Salary: Up to ₹25,000 (Depending on Interview)
Job Location: Jaipur
Working Hours: 9 Hours
Shift: General
Interview Mode: Face to Face
Job DescriptionWe are hiring a dynamic and motivated Loan Against Property (LAP) Executive to join our team in Jaipur. The ideal candidate will be passionate about sales and customer service, with experience in secured loan products such as LAP or home loans.
Key ResponsibilitiesGenerate leads through field visits, references, and tele-calling for Loan Against Property
Meet clients to understand their financial needs and loan eligibility
Assess property documents and coordinate with banks/NBFCs for loan processing and disbursement
Guide customers regarding interest rates, EMI, tenure, and documentation
Maintain regular follow-ups with clients and banks for smooth processing
Achieve monthly targets and maintain strong customer relationships
Prepare and maintain MIS reports and daily activity logs
Candidate RequirementsExperience: 6 months to 3 years in LAP, home loan, or secured loan sales
Education: Graduation preferred
Skills: Excellent communication, negotiation, and interpersonal skills
Local area knowledge of Jaipur is a must
Must have a two-wheeler and a smartphone
Comfortable with field work and client visits
Perks & Benefits Fixed salary with attractive incentives
Career growth opportunities in the BFSI sector
On-the-job learning and exposure to loan processing with leading banks/NBFCs


Core Skills for LAP Executives1. Sales & Business Development Lead generation (field visits, referrals, telecalling)
Client acquisition & relationship building
Cross-selling and up-selling financial products
Target-oriented approach
2. Loan Product KnowledgeDeep understanding of Loan Against Property, Home Loans, Mortgage Loans
Knowledge of bank/NBFC processes, eligibility criteria, and documentation
Understanding of secured lending regulations
3. Credit & Risk AssessmentAssessing income documents and repayment ability
Basic knowledge of credit score/CIBIL
Risk profiling and property valuation basics
4. Documentation & ComplianceHandling of property papers, legal reports, and technical evaluations
Coordination with banks/NBFCs for file login, sanction, and disbursement
Understanding of KYC, regulatory norms, and loan agreements
5. Communication & NegotiationStrong verbal and written communication (Hindi & English)
Negotiation with clients for rates, terms, and conditions
Liaising with banks, clients, and internal teams
6. Market & Local KnowledgeUnderstanding of real estate market in the local area (e.g., Jaipur)
Network of builders, brokers, and agents
7. Tech & ReportingProficiency in basic tools: MS Excel, CRM software
Maintaining MIS reports and follow-ups
Using smartphone apps/tools for on-field updates




Betterplace safety solutions 

Home Loan Executive

Dhanmandi

Mahaveer Nagar

Candidate Requirements:
Minimum 1 year of experience in Home Loans (HL) or Loan Against Property (LAP) sales.
Candidates with employment gaps will not be considered.
Candidates with less than 1 year of total experience are not eligible.
Must have strong relationship management, and field sales skills.

 


Aditya Birla Capital Limited

Sosyo Circle

We are looking to hire the Sales professionals with Minimum 1 year of Merchant/Business Loan experiences. 

Channels : Open Market 

Company Name : RAPIPAY FINTECH PVT LTD (Parent Company-Capital India)

Location : Surat City

Vacancy: 5

Designation : Assistant Manager 

Salary : Salary + Incentive + Travel Allowance

Note : Only Local Candidate can Apply. (2W + DL + Smartphone Mandatory) 

Preference given to candidates has experience in Merchant Loan/Business Loan.

Note : Its Pure field Sales Profile. 

interesting Candidates can reach me on WhatsApp Number 9824004603 with CV.


Rapipay Fintech Pvt Ltd

Assistant Sales Manager

Porur

Velachery

Need candidate who can manage Car loan process, location at Velachery, chrompet and Perungudi 


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Banking Insurance Financial Services Jobs In Mancherial - 7737 Verified Vacancies

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