Jobs

Banking / Insurance / Financial Services

Anywhere in India

Agra

Ahmedabad

Ahmednagar

Ajmer

Aligarh

Amritsar

Asansol

Aurangabad

Bareilly

Belagavi

Bengaluru

Bhavnagar

Bhilai

Bhopal

Bhubaneswar

Bikaner

Chandigarh

Chennai

Coimbatore

Cuttack

Dehradun

Delhi-NCR

Dhanbad

Gorakhpur

Guntur

Guwahati

Gwalior

Hubli

Hyderabad

Indore

Jabalpur

Jaipur

Jalandhar

Jamnagar

Jamshedpur

Jodhpur

Kannur

Kanpur

Kochi

Kolhapur

Kolkata

Kota

Lucknow

Ludhiana

Madurai

Malappuram

Mangalore

Meerut

Mumbai

Mysuru

Nagpur

Nashik

Panipat

Patna

Prayagraj

Puducherry

Pune

Raipur

Rajkot

Ranchi

Saharanpur

Salem

Solapur

Surat

Thiruvananthapuram

Trichy

Udaipur

Ujjain

Vadodara

Varanasi

Vijayawada

Visakhapatnam

Warangal

Admin / Back Office / Computer Operator

Advertising / Communication

Aviation & Aerospace

Beauty, Fitness & Personal Care

Construction & Site Engineering

Consulting

Content, Editorial & Journalism

CSR & Social Service

Customer Support

Data Science & Analytics

Delivery / Driver / Logistics

Domestic Worker

Energy & Mining

Engineering - Hardware & Networks

Environment Health & Safety

Facility Management

Finance & Accounting

Healthcare / Doctor / Hospital Staff

Human Resources

IT & Information Security

Legal & Regulatory

Maintenance Services

Marketing / Brand / Digital Marketing

Media Production & Entertainment

Operations

Production / Manufacturing / Engineering

Product Management

Project & Program Management

Purchase & Supply Chain

Quality Assurance

Research & Development

Restaurant / Hospitality / Tourism

Retail & eCommerce

Risk Management & Compliance

Sales & BD

Security Services

Shipping & Maritime

Software Engineering

Strategic & Top Management

Tailoring, Apparel & Home Furnishing

Teaching & Training

UX, Design & Architecture

Popular Job Localities in Mumbai

Popular Job Companies in Mumbai

Popular Job Departments

Jobs in Top Cities

Popular Job Type

Start Hiring

I.I.T.Main Gate

Navarang Hotel (Kharghar)

A Loan Sales job description typically outlines the responsibilities of a professional who generates and closes loan deals, often focusing on home loans or personal loans. This role involves understanding customer needs, recommending suitable loan products, managing the sales process, and building relationships with clients and internal teams. 

Here's a more detailed breakdown:

Key Responsibilities:
Sales and Customer Engagement:
Identifying and qualifying potential loan customers. 
Presenting and explaining loan products and services to customers. 
Building and maintaining strong client relationships for repeat business and referrals. 
Converting inquiries into successful loan sales through effective communication and persuasion. 
Loan Application Processing:
Assessing loan applications, analyzing creditworthiness, and income documentation. 
Gathering and verifying required financial documents. 
Working with internal teams (underwriting, legal, etc.) to expedite loan processing and ensure compliance. 
Relationship Management:
Providing regular updates to clients, real estate agents, and any third parties involved. 
Addressing client questions and concerns promptly and professionally. 
Collaborating with internal teams to ensure a seamless customer experience. 
Sales Strategy and Performance:
Developing and implementing sales strategies to achieve sales targets. 
Staying up-to-date with industry trends, market conditions, and lending guidelines. 
Identifying opportunities for process improvement and innovation. 



Andromeda Sales & Distribution Pvt Ltd

Loan Executive

Malad West

Key Responsibilities:
Conduct technical analysis of Futures & Options markets, using charts, indicators, and patterns to forecast market movements. 
Identify trading opportunities and develop strategies based on price action, volume, and technical signals.
Monitor market conditions, and track trends in derivatives, commodities, and global indices.
Generate timely reports, trade recommendations, and actionable insights to support the investment team.
Stay updated on macroeconomic factors and global events that impact F&O markets.

Requirements:
2+ years of experience as a technical analyst in financial markets, with a focus on F&O.
Strong knowledge of Futures & Options markets, including strategies and risk management.
Proficiency in technical analysis tools and software. 
Ability to interpret charts, technical indicators, and patterns for trade setups. 
Strong analytical and quantitative skills.



D B Consultancy

Technical Analyst - Futures & Options

Government Law College

To recruit good quality prospective insurance advisors and ensure that they are acquiring licensing to achieve the sales target set by the company.
 Motivating the advisors to achieve the sales target set by the company.
 Provide on the job training and manage & monitor performance of the advisors.
 Relationship management with stake holders.
 Maintain persistence for the policies procured by the team of advisors to overall achieve the profitability of the team.



Aditya Birla Capital Limited

Associate Partner

Annabhau Sathe Chowk (Thane)

Relationship Manager/Associate - Equity Advisor

Job description
Role Description:To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options

Role Description:
1. Advising clients with regards to their Investment in Equity and Derivative market, Place order on their behalf
2. To achieve healthy revenues without compromising on clients profitability
3. To conduct regular client meeting after market hours
New client acquisition
4. To attain maximum reach of investment ideas/stock calls initiated
5. Regular interaction and meeting with branch sales team regarding new account acquisition and about mapped clients
6. Keep abreast of the market news, financial trends and current affairs
Specific

Role Responsibilities:
1. Placing order on behalf of client
2. Advising clients with regards to their Investment in Equity
3. Client meeting, Branch visits
4. Help new client to activate their account
5. Activating Stop trader client
6. New account acquisition
Graduation is Mandatory. NISM 8 is Mandatory

How to Apply:
To schedule an interview, please send your CV via WhatsApp to  HR Dhanashri: 7796426785


Motilal Oswal Financial Services Limited

Equity Advisor

Salwad

Key Responsibilities:
Acquire a minimum of 5 accounts with an initial margin of 1 Lac each.
Achieve a minimum of 1 Lac in gross insurance premiums every month (life, general, health, motor).
Drive month-on-month (MoM) revenue equivalent to 1x of CTC from third-party products, including insurance, TGS, Edu MO, IAP, PMS, PE, IAF, FD, bonds, etc.
Generate MoM transactional broking revenue (equity, currency, commodity) equivalent to 1x of CTC.
Research, investigate, and update clients on available investment opportunities and market trends to enhance their portfolio yields.
Build a strong client AUM book by bringing in existing clients and managing relationships effectively.
Focus on acquiring affluent and super-affluent clients within the market.

Role Requirements:

Educational Qualification: Graduate
Experience: Minimum of 1 year in sales or wealth management with HNI clients.
Team Handling Experience: Not required
Preferred Background: Wealth Management, Banking, Investment Counseling
Domain Knowledge: Strong expertise in sales, wealth management, capital markets, and investment products.



Acquisition Manager

Relationship Manager/Associate - Equity Dealer

Job description:
To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options

Role Description:
1. Advising clients with regards to their Investment in Equity and Derivative market, Place order on their behalf
2. To achieve healthy revenues without compromising on clients profitability
3. To conduct regular client meeting after market hours
New client acquisition
4. To attain maximum reach of investment ideas/stock calls initiated
5. Regular interaction and meeting with branch sales team regarding new account acquisition and about mapped clients
6. Keep abreast of the market news, financial trends and current affairs
Specific

Role Responsibilities:
1. Placing order on behalf of client
2. Advising clients with regards to their Investment in Equity
3. Client meeting, Branch visits
4. Help new client to activate their account
5. Activating Stop trader client
6. New account acquisition
Graduation is Mandatory. NISM 8 is Mandatory

How to Apply:
To schedule an interview, please send your CV via WhatsApp to  HR Dhanashri: 7796426785


Investment Advisor

Thane

Navi Mumbai

Job Summary:

We are looking for a motivated and results-driven Assistant Manager / Business Development Manager to drive life insurance sales through direct client engagement and field visits. The ideal candidate should have a strong sales background, experience in lead generation, and the ability to convert prospects into customers. This is a performance-oriented role that offers attractive incentives, allowances, and excellent career growth opportunities.

Key Responsibilities:
Generate leads through field visits, cold calling, reference networks, and market activities
Conduct customer meetings to understand financial needs and recommend suitable life insurance products
Explain policy details, benefits, and premium options to clients and resolve their queries
Achieve monthly and quarterly sales targets and contribute to overall business growth
Maintain strong client relationships and ensure high levels of customer satisfaction
Coordinate with branch teams, operations, and underwriters to ensure smooth policy processing
Participate in marketing campaigns, roadshows, and customer engagement initiatives
Maintain timely records of all sales activities, leads, and customer interactions in CRM or reporting formats
Stay updated on market trends, competitor offerings, and regulatory guidelines

Required Skills & Competencies:


Proven field sales experience (minimum 2 years) in life insurance, financial products, or similar sectors
Strong communication, negotiation, and interpersonal skills
Self-motivated with the ability to work independently and meet targets
Good understanding of life insurance products, customer needs, and regulatory compliance
Willingness to travel extensively for field visits and customer meetings
Basic computer literacy and familiarity with reporting tools or CRM systems


Qualifications:
Bachelor’s degree in any discipline (Graduation is mandatory)
IRDAI certification preferred (can be obtained post-joining if not available)
Candidates with prior experience in insurance sales, agency, or banca channels will be preferred


What We Offer:
Fixed salary up to ₹7 LPA (based on experience and performance)
Lucrative performance-based incentives and monthly/quarterly rewards
Travel and communication allowances
Professional development and career growth opportunities
Supportive team culture and sales enablement tools



R3 Consultant

Assistant Manager - Life Insurance Sales

JD:
Relationship Manager:
 New client acquisition – to acquire 7-8 new clients per month from open market
 Cross selling of third party investment products
 Revenue generation – revenue to be generated from the all the products from sourced accounts
 SIPs – 5 SIPs per month of Rs. 2000 each

Get started now! 
Just call or WhatsApp your resume to HR Ashwini at 9923656681 to schedule your interview. 


Client Relationship Executive

Relationship Manager/Associate - Equity Dealer

Job description
Role Description:To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options

Role Description:
1. Advising clients with regards to their Investment in Equity and Derivative market, Place order on their behalf
2. To achieve healthy revenues without compromising on clients profitability
3. To conduct regular client meeting after market hours
New client acquisition
4. To attain maximum reach of investment ideas/stock calls initiated
5. Regular interaction and meeting with branch sales team regarding new account acquisition and about mapped clients
6. Keep abreast of the market news, financial trends and current affairs
Specific

Role Responsibilities:
1. Placing order on behalf of client
2. Advising clients with regards to their Investment in Equity
3. Client meeting, Branch visits
4. Help new client to activate their account
5. Activating Stop trader client
6. New account acquisition
Graduation is Mandatory. NISM 8 is Mandatory

How to Apply:
To schedule an interview, please send your CV via WhatsApp to  HR Dhanashri: 7796426785


Equity Sales Advisor

Vanrai Mhada - Nirlon Industrial Estate

Currently we are hiring,
Advisor/ Business Associate/ Senior Business Associate/Chief Business Associate, can speak Hindi Language.

 Job function : Life Insurance sales + Recruitment, Team Development and Activation, Build Your Team.
Location: WORK FROM HOME
Salary+ incentives= 70,000 (according to business development).
 during trainings and development period you will get the stipend up to 50,000 according to your assignment performance.

Selection process- Interview+ final level approval should be approved+ Training +Examination+ Practical Assignment should be done( Business assignment + Activation)
Then will be promoted as a designated associate to partner.

Promotion structure advisor to BA,
BA to SBA, SBA to CBA, CBA to Partner.....


Policysafe Insurance Brokers Private Limited

Business Associate

Chitra Cinema

Wallet4Wealth is a comprehensive source of Investment Knowledge and aim to provide best financial solutions to our clients. Take step towards empowered financial health by collaborating with us & plan your finances well and secure your financial future.


Wallet Finserve

Senior Branch Manager

Urgent Hiring of Team Leader/Assistant Manager And Deputy Manager for Mumbai location. Candidates should have experience with BPO industry and leading a team of telecaller agents. 

Interested candidate can WhatsApp their resume or call on 7982112501 (HR Brijesh Kumar) for faster response.

Job Location - Mumbai 

Experience - Min 3 Years 

Role description:
1) Assisting customers in sale of a range of financial products (Unsecured Loans) on phone
2) Role entails working only in Day shift
3) Fully responsible for meeting and exceeding targets as assigned periodically
4) Reaching productivity that meets job standards, while working with speed and accuracy
5) Flexible, able to shift priorities to accommodate changing demands.
6) Ensure no losses or errors occurred while assisting customers
7) Work towards ensuring zero cases of mis-selling / fraud in the processes
8) Responding in a timely and effective manner to all internal communication.
9) Adheres to and supports company policies and practices.
10) Candidate should know Attrition and Shrinkage also 

Candidate Profile:
1) Flexible to work in 6 days, roster off environment
2) Good selling and negotiations skills
3) Minimum 3 to 5 year experience 

Interested candidates can share resume at brijeshkumar@paisabazaar.com or 7982112501


Paisabazaar

Sales Team Leader (BPO) - Unsecured Loans - Mumbai

Nelco Company Bus Stop

BAJAJ ALLIANZ LIFE Insurance company
💥 Recruitment MANAGER 
✳ Gender : M / F  
✳ Age : 40 to 60 yrs ✳ Education :12th & Above  
 ✳ Location : Mumbai  
 ✳ Monthly Income 1,00,000/- + PF+ G + Incentive. 
✳ Job Profile : To recruit candidate support training and promotion  
✳ Experience : People with experience in the insurance industry,Marketing,Stock broking, MLM can apply. Also, housewives, senior citizens and retired people looking to restart a 2nd career in a part-time job can apply.  

Interested candidates can send their CV along with the details given below: 


AI Resume builder

AI Resume checker

AI Cover letter generator

Al Interview

Blog