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I.I.T.Main Gate

Vashi East

 Roles and Responsibilities: 
1. Develop and implement effective training programs to enhance team performance and productivity.
 2. Collaborate with cross-functional teams to resolve complex issues and improve overall process efficiency.
 3. Analyze KPIs such as AHT, Shrinkage, Attrition, Csat, Dsat, FCR, Average Handle Time (AHT), First Call Resolution (FCR), Customer Satisfaction (CSat), Agent Evaluation Scores etc. to drive business growth & overall performance metrics. 
4. Ensure compliance with quality standards and regulatory requirements.
 5. Manage a team of customer service representatives to achieve operational excellence in Inbound Voice Process. 6. Oversee daily operations, ensuring efficient use of resources and effective communication among team members. 
7. Provide coaching and guidance to team members on product knowledge, sales techniques, and customer service standards. 8. Ensure compliance with company policies, procedures, and regulatory requirements. 


Sa Modern Solution

Team Leader

Andheri

Job Summary:

We are seeking an experienced and dynamic Sales Head to lead and drive our Personal Loan business. 
The ideal candidate will be responsible for developing business strategies, achieving sales targets, managing a high-performing sales team, and expanding the company’s reach through strong distribution networks and digital channels.

Key Responsibilities:

Develop and execute business plans and sales strategies to achieve disbursement and revenue targets for the Personal Loan vertical.
Build, manage, and mentor a sales team across regions, ensuring productivity and adherence to company goals.
Collaborate with credit, operations, and risk teams to ensure smooth loan processing and TAT compliance.
Monitor market trends, competitor offerings, and customer preferences to enhance product competitiveness.
Ensure compliance with regulatory guidelines and company policies.
Drive customer-centric initiatives to improve conversion rates and retention.
Prepare regular performance reports, MIS, and forecasts for management review.


Key Skills & Competencies:

Strong understanding of Personal Loan products, underwriting, and disbursement process.
Excellent leadership, team management, and interpersonal skills.
Proven track record of achieving sales targets in NBFC/BFSI domain.
Strong analytical, communication, and negotiation abilities.
Ability to build relationships with internal and external stakeholders.




Fintech Cloud Private Limited

Sales Head

Job Purpose:
 
To drive business growth by recruiting, training, and managing a team of insurance advisors/agents who will promote and sell life insurance products. The role requires strong leadership, networking, and people management skills to build a high-performing advisor base. Job Purpose:

﻿Key Responsibilities:
• Recruitment:
• Identify and recruit potential insurance advisors and agents from various sources (networking, references, job fairs, etc.).
• Build a strong and productive advisor base to achieve assigned business targets.
• Training & Development:
• Provide induction and product training to new advisors.
• Guide and motivate advisors to enhance their productivity and selling capabilities.
• Conduct regular review meetings and field visits for performance monitoring.
• Sales Management:
• Achieve business targets through advisor activation and consistent performance.
• Support advisors in selling insurance policies to meet individual and team goals.
• Ensure compliance with company policies and IRDAI regulations.
• Relationship Management:
• Maintain healthy relationships with advisors, ensuring retention and engagement.
• Act as a link between advisors and the company for effective communication and support.
 


Aviva Life Insurance Company India Limited

Agency Development Manager

Johar Chowk


 
  
  Roles and Responsibilities 
   
  · 
  Be
  responsible for the team’s overall performance. 
  • Ensure timely and effective
  completion of assigned tasks. 
  • Resolve queries in exceptional
  situations and escalate them, when required (by following proper channels). 
  • Compile and publish reports on teams’
  performance reports on set frequencies (Daily/Weekly/Monthly etc.). 
  • Coordinate periodic and regular
  meetings with other Team Leaders, Trainers and Managers to discuss process
  impediments, needed resources or issues/delays in completing the task. 
  • Provide the team with a vision of
  the process objectives. 
  • Motivate and inspire team members
  not only to achieve but exceed customers expectation by leading them by
  examples. 
  • Be sensitive to the needs of the
  team members and create an environment oriented to trust, open communication,
  creative thinking, and cohesive team effort. 
  • Facilitate problem solving and
  collaboration. 
  • Conduct quality analysis on the
  listings processed by moderators, ensure teams quality is up to the set
  benchmark. 
  • Keep the Managers/Leaders informed
  of task accomplishment, issues and status. 
  • Focus on accelerating teams’
  performance. 
  • Understanding towards
  business/organization objectives. 
  • Willingness to add value to
  company’s Culture, Mission and Vision
   
  Desired Candidate Profile 
  Proven work experience as a team
  leader or supervisor 
  • In-depth knowledge of performance
  metrics 
  • Organizational and time-management
  skills 
  • Decision-making skills 
  • Degree in Management or training
  in team leading is a plus
  · 
  Good
  PC skills, especially MS Excel
  • Excellent communication and
  leadership skills
  
 
 
Preferred Skills:
·        Strong communication skills in English
.        Team Lead on papers
.        International Banking with AML / KYC
 
Critical Competencies:
·        Customer Service
·        Good analytical skills
·        Must be very good with data representation
·        Must be very good with MS Excel
·        Time Management
·        Ability to multi-task


Teleperformance

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

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

Shivaji Chowk (Kalwa)

TEAM BUILDING , GUIDAING MOTIVATING TEAM HELING THEM IN ACHIEVEMENTS OF THEIR GOALS, PROMOTIONS, MAXIMISING SALES THROUGH TEAM.
CLIENT FINANCIAL PLANNING . AFTER SALE SERVICES


Shrim Fin Services

Begumpet

Your responsibilities are briefly as below (but not limited to this):
As a Relationship Manager, your key goal is to keep up the relationship with bank branches and processing units of State Bank of India. Your job will be to get the smooth processing done of the loan files given by the company, at the same time, put equal efforts to generate fresh leads from the referrals and other avenues.

CTC: Based on your interview performance.

Eligible criteria:
Looking for Married Male candidates with field experience
Ready to travel 60 to 70 km everyday
Two-wheeler mandatory

Location: Thane , Kalyan

Workday and timings: 5-day work week but 1st, 3rd, and 5th Saturdays are working.

Minimum commitment: 18 months

This job can be widely searched as sales executive, field sales executive, business development executive.


WeMakeScholars Edtech

Relationship Manager

Gulal Wadi - Yadnik Chowk

Job Title: Sr. Executive - Ground Operations 
Location: Mumbai, Bangalore 
Experience: 2-4 year 
Working Days - 6 
Shifts and Week Offs - Rotational 
Qualifications : Any Graduate 

Position Overview: 
We are seeking a dynamic and results-driven Senior Executive - Insurance to join our team. The ideal candidate will have a strong understanding of insurance products and services and be capable of effectively promoting and selling them to prospective clients. This role involves client relationship management, policy administration, and ensuring client satisfaction. 

Key Responsibilities: 
● Visit hospitals to coordinate insurance processes and ensure timely completion. 
● Serve as the link between hospitals and our insurance team. 
● Assist hospitals and patients in completing insurance formalities quickly and efficiently. 
● Maintain regular reporting on insurance approvals, rejections, and pending documentation. 

Skills we seek: 
● Good understanding of health insurance processes and claims. 
● Excellent communication skills for coordination with hospital staff and internal teams. 
● Willingness to work in the field and visit hospitals physically. 
● Experience in insurance coordination or hospital liaison roles is preferred. 
● Ability to work independently in a fast-paced environment. 

About Hexa Health: 
At HEXA, we are building a platform that will help users choose the right hospital/surgeon for their surgical 
procedure. We are working towards building India's largest hospital network, and we will ensure a hassle-free 
experience for the patient at the hospital. 

LinkedIn Link: https://www.linkedin.com/company/hexahealth/  
Careers Page Link: https://www.hexahealth.com/careers


Hexa Health

Insurance Executive

Dear All,

We have opportunities in top insurance companies for BANCA/VRM/ DIRECT/ AGENCY FOR GUJRAT , MUMBAI, REST OF MAHARSTRA & NORTH .

Minimum 1 year of experience in BFSI sales (Sold any banking products). 
Strong communication and relationship-building skills.
Passion for achieving sales targets , earning incentives and career growth.
If you are looking to build a rewarding career in the insurance industry, this is the opportunity you don’t want to miss.


Interested candidtaes can sharte their CVs to sanjay.c@careerjunction.co.in


Career Junction 1

Insurance Sales Executive

Meet Jewellery shop owners, Textile traders and sell them Insurance Policies through field visits. 
Sell them Jewellery Insurance, Fire, Marine, Mediclaim and Motor Insurance  
Call prospective clients from the database.  
Obtain policy copies from the client.  


Kataria Jewellery Insurance Consultancy

Mediclaim Insurance Sales Executive

Job Responsibilities: 
·        To recruit and manage a team of distributors / partners and generate business through them on Monthly Basis
·        Mobilizing & Managing business through the distributors / channel partners
·        Daily reporting of Achievements
·        Doing Performance Review of your distributors / partners
·        Ensuring productivity on monthly basis
·        Training, Mentoring and motivating the distributors/partners
 
 
Qualification: Minimum Graduate
 
 
Experience: Sales Experience of hiring, developing and managing team of distributors / partners will be an added advantage



Kotak Life Insurance

Associate Agency Development Manager

Post & Telegraphs Mulund

We are looking out for an Confident Full-Time FEMALE  Trader with Rich Trading Experience in Indian & Crypto Stock Market.
Moreover, The Candidate Should have clear and sound Communication skills and Should be able to Gather and Handle the Crowd in Live YouTube Relays from our Channels.
Also, Very Soft Spoken while Interacting with our Clients and Fans on Phones Call or while live in Chat during Relays.
Salary shall not be an constrain with respect to Knowledge and Experience.
Should be able to explain the methodology and mechanism of Stock Market, Building own Strategy's will be much appreciated.


Procaccia

Stock Market Specialist

Prasanna Jeevan Society

Job Title: Business Development Manager – Secured Loans
Company: Mastermind Money Solutions Pvt. Ltd.
Location: Borivali West, Mumbai
Job Type: Full-Time (Female Candidates Only)
Working Hours: 10:30 AM to 7:30 PM
About the Role We are looking for a driven and experienced Business Development Manager with strong expertise in Secured Loan products. The candidate must have hands-on experience in Home Loans, Mortgage Loans, and exposure to Real Estate.
Key Responsibilities Generate and manage business leads for Secured Loans (Home Loans & Mortgage Loans)
Build and maintain strong relations with customers, DSAs, channel partners, and real estate builders
Conduct client meetings, understand requirements, and provide suitable loan solutions
Achieve monthly sales targets and support company growth
Coordinate with internal teams and banking partners for documentation and loan processing
Explore new business opportunities and stay updated with market trends
Required Experience & SkillsMinimum 2 years of experience in Loan Industry (Secured Loans Mandatory)
Strong knowledge of property evaluation and loan process
Experience in Real Estate networking preferred
Good communication, presentation & negotiation skills
Self-motivated and target-oriented
Female candidates only
Qualification Any Graduate (Finance/Banking background preferred)
As per industry standards and based on experience
Salary₹30,000 to ₹40,000 per month + incentives (based on experience)



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Banking / Insurance / Financial Services Jobs in Mumbai - 134 Verified Vacancies

Team Leader

Sales Head

Agency Development Manager

Team Leader

Insurance Manager

Wealth Manager

Team Leader

Relationship Manager

Insurance Executive

Insurance Sales Executive

Mediclaim Insurance Sales Executive

Associate Agency Development Manager

Stock Market Specialist

Business Development Manager

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