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Ahmedpur

Budha Gaon

NIVA BUPA HEALTH INSURANCE 
AXIS BANK 
CTC 3.5


Niva Bupa Health Insurance Company

Relationship Manager

Kataharimahurasar

Wealthvalley Insurance Marketing Private Limited

Business Development Manager (BDM)

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

Rashtrapati Bhavan

Shankar Chowk Gurgaon

The Sales Manager is responsible for developing and executing strategic sales plans to achieve company revenue goals. This role involves leading a sales team, managing client relationships, identifying new business opportunities, and ensuring customer satisfaction.


Jai Steel Facilitation Pvt. Ltd.

Sales 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



Hdfc Life Insurance Company Limited

Business Partner / Financial Consultant / Life Advisor

Brigadier Zabar Singh Colony

Villages

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



Darshali

Gotri Road

Walk-In Interview

ESAF Small Finance Bank
Date: 29-10-2025
Time: 09:00am - 02:00pm
Qualification: Graduation
Experience: Minimum 1 year experience is required (Preferred Banking and NBFC Experience)

Vacancies Available:
Branch Head
Assistant Branch head
Gold Loan Officer
Business Development Officer
Business Development Manager


Do connect on 8714686755 / apeksha.shesha@gramproindia.com


Esaf Small Finance Bank Limited

Gold Loan Officer

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

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

Gandhi Nagar Mod

Goshala

NIVA BUPA HEALTH INSURANCE CREDIT LIFE CHANNEL ,AXIS BANK.
RELATIONSHIP MANAGER 
CTC-3.5


Subramaniyapuram Extension

Peramanur

Develop and execute effective collections strategies for a diverse portfolio of home loan product.

Lead, train, and manage a team of collections executives to achieve individual and team recovery targets.

Monitor and analyze collections data to identify trends, predict non-performing assets (NPAs), and optimize recovery processes.

Ensure all collections activities adhere to internal policies and regulatory guidelines set by the Reserve Bank of India (RBI) and other relevant authorities.

Handle complex or escalated collections cases, negotiating with customers to find viable repayment solutions.

Collaborate with the credit, legal, and risk teams to improve loan underwriting standards and resolve legal disputes.

Prepare and present detailed reports on collections performance, NPA status, and recovery rates to senior management.

Implement and manage collections software and tools to enhance efficiency and data accuracy.


Muthoot Finance

Collection Manager

Keshari Nagar

Laxmisagar

Bajaj Allianz Life Insurance Company Limited

Team Leader

Junction Plot

As a Sales Manager at Orenda Finserv LLP, you will play a pivotal role in driving business growth by managing and expanding relationships with channel partners. You will be responsible for generating loan business (Personal Loans & Business Loans) through effective partner engagement, ensuring smooth coordination of loan files between bankers and channel partners, and achieving assigned sales targets.

Develop, manage, and strengthen relationships with existing and new channel partners to generate consistent loan business.
Ensure effective coordination of loan applications/files between bankers and channel partners for smooth processing.
Expand the partner network by identifying and onboarding new business associates, DSAs, and financial consultants.
Monitor and follow up on leads generated through channel partners to ensure timely conversion.
Provide regular updates and reports to senior management on sales performance, partner activity, and pipeline status.
Ensure compliance with company policies and lending partner requirements during the loan process.
Maintain high levels of satisfaction by ensuring timely service and issue resolution.

.


Orenda Finserv

Kallayam 

Kattacode 

Insurance Advisor – Part-Time / Full-Time – Work from Home
Join SBI Life Insurance and earn ₹15,000–₹50,000/month (Commission + Bonus).
✅ Work from Home or Office
✅ Free IRDAI Training & License
✅ No Targets, No Investment
Eligibility: Age 25–65, Min 10th Pass, Aadhaar & PAN.
Nagercoil | 📞 Dinesh Kumar (Development Manager) – Call/WhatsApp: 7695886327


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Banking / Insurance / Financial Services Jobs - 7166 Verified Vacancies

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Relationship Manager

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Relationship Manager

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