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Subramanya Nagar

Kailasipalyam

Job Description: Sales Manager - Bancaassurance
 
Job Title Sales Manager
Location : Branch Office
Department : Bancaassurance
Based out of Location……………..
 
Role and Responsibilities
Maintain punctuality and discipline as per norms
Generate leads through Branches of Banca Partner
Conduct customer engagement activities as per plan
Work on Leads and update the same on LMS
Fact finding and need analysis
Carry out financial planning activity
Prepare and present the financial solution
Support in Execution of the financial plan
Providing post sale service to the customer
Collection of due renewal premium
Share reports and MIS within prescribed timelines



Pramerica Life Insurance Ltd

Bancassurance Manager

Porur

Aalathur IE

Sr.Key Responsibilities1New 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 & AML2Ensure successful onboarding of customer for a smooth transition to branch banking team. 3Activation 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. 4Activities for lead generation 5Cross 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  
Qualifications and Experience Requirement
QualificationsMinimumGraduate Preferred MBA + IRDA qualifiedExperienceEssential2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segmentMust possess good knowledge of commercial catchments and business segments for new to bank acquisition.Should know the local language. 
Competency Requirements
Technical Skills
SkillAttributeComputer SkillsGood skills of Excel. Banking KnowledgeCandidates with basic knowledge of Business Banking, Trade/FX will be preferable.  
Behavioural Skills
SkillAttributeCommunication SkillsGood written & verbal communication. Fluency in English (written and spoken) Presentable and with High Grooming standards 


Veerwal Getwork Services Private Limited

Relationship Manager

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

Duggirala

Rajendranagar

Job Description:
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 50 to 60 km everyday
Two-wheeler mandatory


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

I.I.T.Main Gate

Patli Pada

Job Description
We are looking for a driven and client-focused Investment Relationship Manager to join our growing team. The role involves assisting clients with their investment and financial planning needs, maintaining strong relationships, and working closely with senior partners to deliver high-quality advisory services.This is an excellent opportunity for fresh graduates or early-career finance professionals to gain hands-on exposure in wealth management, client handling, and investment advisory.
Key Responsibilities
Support senior partners in managing and servicing client portfolios.
Understand client goals, risk appetite, and suggest appropriate investment solutions.
Conduct portfolio reviews, track performance, and prepare client reports.
Assist in KYC, SIP, and account opening processes.
Coordinate with fund houses, RTA, and platforms for operational requirements.
Maintain CRM and ensure regular client communication and follow-up.
Attend client meetings (primarily in Mumbai region) with senior advisors.
Keep updated on market trends, new fund launches, and product developments.


SP Wealth Associates

Investment Relationship Manager

Ahmedabad (Rural) District Court

Maganpura

Step7

Telecaller

Rajajipuram

Vibhuti Khand

Capitalnine Services Private Limited is a trusted Corporate Direct Sales Associate (DSA) partnering with leading Banks and NBFCs across India. We act as a reliable bridge between financial institutions and customers, offering services that include loan sourcing, documentation assistance, and end-to-end processing support. Our strong network and compliance-driven approach make us a preferred partner for multiple BANK and NBFC channels. Our services are available across all states and regions of India. Our company is actively operating across India — in every state, every city, every municipality, every mandal, and every village. We are supported by a strong network of professionals including connectors &IDCs, DSAs, chartered accountants, property consultants, and income tax consultants.

A branch manager oversees the daily operations and business growth of a specific branch, ensuring profitability and customer satisfaction. Key responsibilities include leading and training staff, managing budgets and finances, developing and implementing sales strategies, and ensuring the branch complies with all laws and company policies. They are also responsible for building and maintaining customer relationships and resolving escalated client issues.  

Core responsibilities
Leadership and staff management: Provide guidance and motivation to the team, conduct hiring and training, and perform performance evaluations. 
Operations management: Supervise daily activities, implement company policies, and ensure efficient branch functioning. 
Financial management: Create and manage budgets, monitor revenue and expenses, and implement cost-control measures. 
Sales and business development: Develop and execute strategies to meet sales targets, increase market share, and attract new customers. 
Customer service: Ensure high-quality customer service, address concerns, and maintain strong relationships with new and existing clients. 
Compliance: Ensure the branch adheres to all relevant laws, regulations, and company policies. 

Essential skills
Leadership: Ability to guide and motivate a team.
Communication: Strong skills for interacting with staff and customers.
Problem-solving: Ability to resolve issues effectively.
Analytical skills: Capacity to interpret financial reports and market trends.
Financial acumen: Strong understanding of budgeting, P&L statements, and financial performance.
Strategic thinking: Ability to develop and implement plans for business growth. 



Capitalnine Services Private Limited

Branch Manager

Birubari

NH-37

Retail partner..team management,customer handling,sales skill


Bajaj Allianz Life Insurance Company Limited

Retail Partner

Rashtrapati Bhavan

NSEZ Noida

we are looking for assistant sales manager/sales manager with good communication skill who is having experience in health insurance sales those who are interested contact on 9873075055


Ishrey Consulting and Placement Services LLP

Sales Manager

Telephone Exchange (C. G. Road)

ob Summary:We are seeking a motivated and customer-focused Field Sales Insurance Agent to promote and sell insurance products to individuals and businesses. The ideal candidate will have at least one year of sales experience and strong communication skills to build lasting client relationships and achieve sales targets.
Key Responsibilities:Identify and approach potential clients through field visits, networking, and referrals.
Present and explain various insurance plans (life, health, motor, etc.) based on clients’ needs.
Generate leads, follow up on prospects, and close sales to meet monthly targets.
Assist clients with policy applications, renewals, and claims processes.
Maintain accurate records of sales activities and customer interactions.
Build long-term relationships with clients to ensure customer satisfaction and retention.
Stay updated on product features, company policies, and market trends.
Qualifications and Skills: Bachelor’s degree in any discipline (preferred).
Minimum 1 year of field sales experience (insurance experience is an advantage).
Excellent communication, negotiation, and interpersonal skills.
Self-motivated and goal-oriented with a strong sales drive.
Ability to work independently and manage time effectively.



The Boston Consulting

Field Sales Insurance Agent

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

Brigadier Hoshiar Singh

Key Responsibilities:
 Mentorship & Guidance
o Conduct one-on-one and group mentoring sessions for students.
o Provide personalized support, clarify doubts, and ensure clarity on trading
fundamentals.
 Curriculum Development
o Collaborate with the content team to refine course material.
o Ensure content is up-to-date and aligned with current market trends.
 Teaching Trading Strategies
o Instruct students in various trading techniques: day trading, swing trading,
value investing, etc.
o Use real-life case studies and practical examples to enhance understanding.
 Risk Management Education
o Emphasize principles of capital preservation and disciplined trading.
o Introduce risk assessment and mitigation strategies.
 Technical Analysis
o Teach chart reading, technical indicators, and market trend identification.
o Help students develop data-driven trading approaches.
 Fundamental Analysis
o Train students to analyze company financials and market positioning.
o Discuss metrics for evaluating stock potential.
 Market Psychology
o Address psychological factors influencing trading behavior.
o Help students manage emotions and maintain rational decision-making.
 Performance Evaluation
o Review students’ trading practices and offer actionable feedback.
o Track learning outcomes and adjust mentorship accordingly.
 Webinars & Workshops
o Host live sessions, Q&As, and interactive workshops to engage and support
learners.
 Continuous Learning
o Stay updated with stock market trends, trading tools, and regulatory changes.
o Integrate the latest knowledge into teaching modules.
Candidate Requirements:
 Educational Qualification:
o Bachelor's or Master’s Degree
o NSE or NISM Certification – Mandatory
 Experience:
o Minimum 2–3 years of active trading experience (mandatory)
 Skill Set:
o Strong knowledge of the stock market (mandatory)
o Expertise in Options Trading and Advanced Price Action
o Effective teaching and communication skills
o Proficiency in Hindi, English, and at least one regional language (mandatory)
About Us:
StockDaddy is India’s premier stock market learning platform. We’re on a mission to create
financial value for individuals by making stock market education accessible, practical, and
effective. With our intuitive tools and expert-led programs, users across the country can
master trading skills at their own pace.
Website: www.stockdaddy.in


EaseMyTrade

Stock Market Mentor

Noida Sector 16

WE ARE HIRING CANDIDATE FOR LOAN ANDS INSURANCE SERVICES YOUR ROLE WILL INCLUDE EXPLAINING LOAN AND INSURANCE PLANS TO CUSTOMERS, AASISTING WITH APPLICATION, AND MAINTAINING CLIENT RECORDS.


Crix Capital

Loan Executive

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



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Banking Insurance Financial Services Jobs In Palakkad - 7630 Verified Vacancies

Bancassurance Manager

Relationship Manager

Relationship Manager

Relationship Manager

Investment Relationship Manager

Telecaller

Branch Manager

Retail Partner

Sales Manager

Field Sales Insurance Agent

Agency Manager

Stock Market Mentor

Loan Executive

Relationship Manager