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College Square

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.




Hdfc Life Insurance Company Limited

Team Executive

Keshari Nagar

Laxmisagar

Bajaj Allianz Life Insurance Company Limited

Team Manager

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

Santoshi Mata Chowk

Council Hall (Police Commissioner Office)

Insurance Consultant

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

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

I.I.T.Main Gate

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


Rohit Finvest

Insurance Manager

Sec-43/44a Gurgaon

The Relationship Officer plays a pivotal role in managing and growing client relationships within the investment and wealth management domain. This position requires a blend of financial acumen, client servicing excellence, and strategic advisory capabilities to deliver tailored investment solutions and foster long-term trust.Client Relationship ManagementServe as the primary point of contact for high-net-worth individuals (HNIs) and affluent clients.
Build and maintain strong, trust-based relationships through regular engagement and personalized service.
Investment Advisory
Understand client financial goals, risk appetite, and investment preferences.
Recommend suitable investment products including mutual funds, PMS, bonds, equities, insurance, and alternative assets.
Collaborate with portfolio managers and research teams to deliver informed advice.
Portfolio Monitoring & Reporting
Track client portfolios and provide timely updates on performance, market trends, and rebalancing needs.
Ensure compliance with regulatory norms and internal policies.
Business Development
Identify cross-selling and upselling opportunities across wealth products.
Acquire new clients through referrals, networking, and targeted outreach.
Operational & Compliance Support
Facilitate onboarding, KYC documentation, and transaction processing.
Maintain accurate records and ensure adherence to audit and compliance .







 



Chadha Investment Consultant

Relationship Officer

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

Nai Duniya

New Palasia

TELE CALLING JOB, 9 AM TO 6 PM .
FIX SALARY FROM 15000 -50000 DEPANDING UPON TO INTERVIEW.


SS Broking

Stock Market Specialist

Ahmedpur

Budha Gaon

NIVA BUPA HEALTH INSURANCE 
AXIS BANK 
CTC 3.5


Niva Bupa Health Insurance Company

Relationship Manager

Brigadier Zabar Singh Colony

Villages

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



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

Niranjanpur Circle

Key Responsibilities:
·        Medical Review & Claims Adjudication: 
Assess and validate medical claims based on clinical documentation and policy coverage. 
Interpret diagnostic reports, treatment plans, and prescriptions to determine claim eligibility. 
Coordinate with internal medical teams to ensure accuracy in claims decision-making. 

·        Customer Interaction & Support: 
Communicate with policyholders, hospitals, and third-party administrators (TPAs) to explain claim decisions in a clear and professional manner. 
Handle escalated or complex customer service issues involving medical claims. 
Offer support and guidance on claim submission processes and documentation requirements. 

·        Compliance & Documentation: 
Ensure all claims are processed in compliance with IRDAI regulations and internal guidelines. 

Maintain accurate records of claim assessments, approvals, denials, and communications.


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Banking / Insurance / Financial Services Jobs - 6759 Verified Vacancies

Team Executive

Team Manager

Loan Manager

Insurance Consultant

Insurance Sales Manager

Equity And Wealth Relationship Manager

Insurance Manager

Relationship Officer

Sales Manager

Stock Market Specialist

Relationship Manager

Relationship Manager

Wealth Manager

Insurance Claims Specialist

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