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College Square

Moti Jheel

To brief  and assist customer regarding financial benefit of the product of the company and for generating growth of business of company.


Hdfc Life Insurance Company Limited

Customer Care Executive

Chetla


Responsibilities of the candidate includes the following:


1)Managing customer relationships.



2)Ensuring sales growth, building client prospects,sales targets.



3)Explaining products to the clients.



4)Handling customer queries.



5)Hiring efficient Sales person.



Business Development Associate

Kalighat

*Job Summary:*
Provide expert advice and guidance to customers, helping them make informed purchasing decisions and driving sales growth.

*Key Responsibilities:*
1. *Customer Consultations*: Conduct in-depth consultations with customers to understand their needs and preferences.
2. *Product Knowledge*: Develop and maintain in-depth knowledge of products and services, including features, benefits, and applications.
3. *Sales and Promotions*: Promote products and services, highlighting value propositions and negotiating sales agreements.
4. *Customer Relationship Management*: Build and maintain strong relationships with customers, ensuring satisfaction and loyalty.

*Requirements:*
1. *Excellent Communication Skills*: Ability to communicate effectively with customers, colleagues, and managers.
2. *Product Knowledge*: In-depth knowledge of products and services.
3. *Sales and Negotiation Skills*: Ability to promote products and services, negotiate sales agreements, and close deals.
Interview InformationCommunication Preference:


Sales and Marketing Coordinator

Bhawanipur

Job Title: Team Executive
Location: Kolkata
Company: HDFC Life Insurance
Job Summary:We are seeking a proactive and organized Team Executive to join our team at HDFC Life Insurance, Kolkata. The ideal candidate will provide administrative support, coordinate sales activities, manage customer interactions, and assist in smooth day-to-day office operations.
Key Responsibilities:Provide administrative and clerical support to the team and management.
Manage and maintain office documents, records, and reports.
Schedule and coordinate meetings, appointments, and internal events.
Handle client inquiries and ensure timely responses to customer needs.
Support the sales team in lead management, follow-ups, and documentation.
Prepare and maintain performance reports and sales data.
Coordinate with different departments to ensure smooth business operations.
Qualifications & Skills: Minimum qualification: High School Diploma.
Preferred qualifications: Graduation in B.Com (Hons), BBA, or MBA.
Excellent communication and interpersonal skills.
Strong organizational and multitasking abilities.
Proficiency in MS Office (Word, Excel, PowerPoint).
Good understanding of sales coordination and customer service.




Team Executive

Rashtrapati Bhavan

Kirti Nagar

We are looking for the Loan Sales Manager which is responsible for overseeing the sales and business development activities related to the company’s loan products (personal loan or business loan). This role involves developing sales strategies, managing a team of loan officers or sales representatives, meeting revenue and loan volume targets, and ensuring compliance with financial regulations and internal policies. Set weekly and monthly sales targets for the loan sales team. Conduct regular training sessions to improve product knowledge and sales techniques. Maintain a database of key clients and prospects. Prepare and present sales reports, forecasts, and performance dashboards to senior management. Portfolio quality (default rates, NPA levels). Team performance metrics


Amadhia Investment India

Loan Manager

Keshari Nagar

Laxmisagar

Bajaj Allianz Life Insurance Company Limited

Team Manager

Rajajipuram

Gomti Nagar

Insurance Sales Manager
Location -Lucknow ,Gomti Nagar
Lucknow Aliganj 
Lucknow Alam Bagh 
Education: Graduate (Must)
Experience: Minimum 1 years of sales experience
Age: 23 to 40 years

Other Requirements:
Must be a local resident of Lucknow
Must own a two-wheeler / car
  
Coordinate between clients and advisors for policy explanations and onboarding
Ability to manage teams and handle client relationships


CTC-UPTO 6.12 lakh +incentive 
   
 Mob-6395876012


Axis Max Life Insurance

Insurance Sales Manager

I.I.T.Main Gate

Johar Chowk

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

Ahmedpur

Budha Gaon

NIVA BUPA HEALTH INSURANCE 
AXIS BANK 
CTC 3.5


Niva Bupa Health Insurance Company

Relationship Manager

Khokhaddad

Rajkot Saurastra

urgent requirement of Equity and Wealth RM

💼 1️⃣ Equity Dealer – Rajkot📍 Location: Akshar Marg, Rajkot
👤 Experience: 1–4 Years | Graduate / NISM Certified
💰 CTC: Up to ₹6 LPA
🗣️ Interview: Face-to-Face (Anmol Arcade, Akshar Marg)
JD (Short):
Looking for experienced Equity Dealers to manage client portfolios, execute trades, and provide advisory support. Must have sound market knowledge & NISM certification.
➡️ Immediate joiners preferred.
💼 2️⃣ Sales RM – Rajkot📍 Location: Akshar Marg, Rajkot
👤 Experience: 0–4 Years | Graduate / MBA
💰 CTC: Up to ₹6 LPA
🗣️ Interview: Face-to-Face
JD (Short):
Responsible for client acquisition, selling equity & investment products, and maintaining relationships. Target-oriented professionals from finance or banking preferred.
💼 3️⃣ Neo KAM (Sales) – Rajkot📍 Location: Rajkot City
👤 Experience: 1–4 Years | Finance / Investment Background
💰 CTC: Up to ₹4.5 LPA
🗣️ Interview: Face-to-Face
JD (Short):
Responsible for sales and client acquisition in investment products. Must have good communication, confidence in handling client queries & achieving monthly targets.
💼 4️⃣ Neo Dealer (Bank Channel) – Rajkot📍 Location: Anmol Arcade, Rajkot
👤 Experience: 2–5 Years | NISM 8 Mandatory
💰 CTC: Up to ₹6.5 LPA
🗣️ Interview: Face-to-Face
JD (Short):
Handling client trading requirements via bank channel. Candidate should be NISM 8 certified with equity market knowledge. Prior experience in broking/banking preferred.
💼 5️⃣ Wealth Relationship Manager – Rajkot📍 Location: Akshar Marg, Rajkot
👤 Experience: 2–5 Years | Wealth / Financial Advisory
💰 CTC: Up to ₹8 LPA
🗣️ Interview: Virtual / F2F
JD (Short):
Managing HNI relationships, advising on wealth products like Mutual Funds, Bonds, and Equity. Strong communication & advisory skills required.
💼 6️⃣ KCP RM (Fund Expert ND) – Rajkot📍 Location: Akshar Marg, Rajkot
👤 Experience: 2–5 Years | Mutual Fund / IFA Handling
💰 CTC: Up to ₹8 LPA
🗣️ Interview: Virtual
JD (Short):
Acquire and manage IFA (Independent Financial Advisor) network. Drive mutual fund sales, conduct product sessions & ensure business growth.
✅ Total Rajkot Openings: 6 Positions
👉 All from Broking / Wealth / Financial Advisory domain
🚀 Immediate joiners & NISM-certified candidates preferred

interested candidate can apply to this post or email cv on kruti.headsbase@gmail.com


Headsbase Consultancy

Equity And Wealth Relationship Manager

Team Leader

The Business Manager is responsible for overseeing the overall business operations, driving revenue growth, managing client relationships, and ensuring organizational goals are achieved. The role involves strategic planning, financial management, team leadership, and operational excellence to ensure sustainable business performance.


Business Manager

Brigadier Zabar Singh Colony

Villages

 COMPAY- NIVA BUPA HEALTH INSURANCE ASSETS CHANNEL , WITH AXIS BANK 
 PROFILE- RELATIONSHIP MANAGER 
CTC -3.5 



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


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Banking / Insurance / Financial Services Jobs - 6775 Verified Vacancies

Customer Care Executive

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Sales and Marketing Coordinator

Team Executive

Loan Manager

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Insurance Sales Manager

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Relationship Manager

Equity And Wealth Relationship Manager

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Insurance Manager

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