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Gopipura

Sosyo Circle

I have a vacancy in icici prudential life insurance Banca channel and credit life channel 
for this I need a Banca sales candidate 
and his experience should be at least 1 year
the package will be based on work experience .


Icici Prudential Life Insurance Company Limited

Financial Sales Associate

Porur

Tambaram East

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


Kotak Life Insurance

Recruitment Associate

Malanthur

We are looking tirupati near by candidates only intrested can apply or call


Manuvishnu Finserve LLP

Customer Relations Officer

Raja Mandi

Panchkuian


Job Summary:We are seeking a motivated and result-driven LIC Insurance Advisor to join our growing team. As an advisor, you will be responsible for promoting and selling life insurance policies offered by LIC of India. This role is ideal for individuals looking for a flexible career with high earning potential and the opportunity to make a meaningful impact on people's lives by helping them secure their financial future.

Key Responsibilities:
Identify and approach potential clients through networking, referrals, and cold calling.
Understand clients' financial needs and recommend suitable LIC policies.
Explain policy details, benefits, and premium structures to clients.
Assist clients in completing policy applications and documentation.
Maintain long-term relationships with clients and provide post-sales support.
Stay updated on LIC's latest products, policy changes, and market trends.
Meet sales targets and report regularly to the agency manager or development officer.



LIC Insurance Advisor

Ahmedabad (Rural) District Court

Chaiteshwar Mahadev

ICICI prudential life insurance banca channel ,
icici bank 
3.5 ctc 
product -life insurance 


Relationship Manager

Christurajupuram

Bramanadha Reddy Nagar

Exp in Banking , call center, or financial institutions or any other field —-Direct hdfc bank rolls job to handle the team of 10 to 12 bank staff. PURLY HANDLE TELECALLING TEAM OF CUSTOMER SERVICE (no sales)


Hdfc Bank Limited

Telecalling Executive/Manager

College Square

Bhawanipur

Assistant Branch Manager

Kalighat

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


Insurance Agent/Advisor

Rashtrapati Bhavan

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.



Hdfc Life Insurance Company Limited

Team Leader

Rajouri Garden / Good Friends Colony / Bhai Daya Singh Nagar

Reliance Nippon Life Insurance Company Limited

Life Planning Officer

Park Street

Aditya Birla Capital

Kolkata park street.

Job Description

Job Purpose:  Associate Manager

Providing strategic advice across a variety of financial products and services.

Assessing client’s overall financial picture, understand their needs and develop a solid financial plan.

Guiding clients towards a profitable and secure financial decision.

The purpose of this job is to recruit quality advisors & support / train them and enable them to procure investment from the market& subsequently service the customers.

Key Responsibilities :

1. To recruit high-quality prospective advisors and ensure that they acquire licensing to achieve the Yearly target set in the Goal Sheet.

2. Provide on-the-job training & manage and monitor the performance of advisors so that they can achieve their goals.

3. Maintain persistence for the investment procured by a team of Advisors to overall achieve the profitability of the team.

What's in it for you :

- Opportunity to be promoted to next designation, on 100% completion of the Goal sheet at the end of 6 to 12 months.

- Opportunity to progress to the position of Branch Manager, at the end of 12 months.

Location : Kolkata park street
We would be pleased to meet with you for further inquiries.


Aditya Birla Capital Limited

Associate Manager

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



Business Partner / Financial Consultant / Life Advisor

Ram Manohar Colony

Kaumi Ekta Kachhi Basti

NIVA BUPA HEALTH INSURANCE 
banca channel sitting with multiple banks 
ctc 3.8 



Niva Bupa Health Insurance Company

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. 


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Banking Insurance Financial Services Jobs In Panvel - 6697 Verified Vacancies

Financial Sales Associate

Recruitment Associate

Customer Relations Officer

LIC Insurance Advisor

Relationship Manager

Telecalling Executive/Manager

Assistant Branch Manager

Insurance Agent/Advisor

Team Leader

Life Planning Officer

Associate Manager

Business Partner / Financial Consultant / Life Advisor

Relationship Manager

Relationship Officer/Sr Relationship Officer/Ex Relationship Officer