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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

A C Guards

Picket

We are looking for a dynamic and results-driven Manager to lead daily operations, manage teams, and drive business growth. The ideal candidate should have strong leadership, communication, and problem-solving skills with proven experience in team management and performance improvement. Responsibilities include planning, execution, and ensuring targets are met efficiently.


SJ financial services

Business Manager

Nai Duniya

Vijay Nagar

Urgent requirement for SEBI Registered Mandot security 

Designation - BA/SBA /TL
Experience: minumum 6month to 2 years Broking company Experienced is must 




 Job Profile - BA/SBA/TL (Back office sales work)

 Salary - 17k CTC-40k CTC+ incentive (Depend on Interview)

 Location – Vijay Nagar Indore 

 JOB BRIEF : -We are looking for a Business Associate $ Sales Associate is a professional who creates sales data, identifying trends and opportunities, developing strategies to increase sales, and providing insights to the sales team.

 REPONSIBILITIES: -

1.	Provide various services to customers such as analyzing financial markets, providing investment recommendations, developing investing strategies, monitoring portfolios, offering trade ideas. 

2.Share knowledge with their clients about investment strategies, market dynamics, and the rationale behind their recommendations.

3.Cordinate with Active clients, converting the dormant clients into active Clients.

4.Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients.

5.Continuously monitor to their clients’ portfolios and the financial market.

*REQUIRED SKIILS :
1.The ability and desire to sell.

2.Excellent communication skills

3.A positive, confident and determined approach.

4.Possesses strong clients problem-solving skills.



[FRESHERS AND EXPERIENCED BOTH CON APPLY]

Also we are providing a fixed salary and there is no deduction....


Mandot Securities

Stock Market Specialist

Keshari Nagar

Jaydev Vihar

SALARY :- NEGOTIABLE,
VEHICLE :- OWN (MANDATORY)
INDUSTRY :- ONLY INSURANCE
EXPERIENCE :- MINIMUM 1YEAR
LOCATION :- BHUBANESWAR


Manipal Cigna

Insurance Sales Executive

Bhagya Nagar Colony

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

Subramanya Nagar

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

Assistant Agency Manager

Gandhi Nagar Mod

Govind Marg

Position: Gold Loan Officer
Experience: 1 Year Minimum
Should have experience in Gold Valuation, Gold Appraisal, and Gold loan Sales
Location: Jaipur, Udaipur and Tonk
Interested candidates can connect on 8714686755


Esaf Small Finance Bank Limited

Gold Loan Officer

Marathahalli

Essential Duties and Responsibilities:
1. Business & People Related Responsibilities:
 Ensure growth of the branch revenue, profitability and sustainability through client interaction
and branch team management.
 Arrange regular investor interactions and meetings to enhance relationship value and expand
the client base.
 Engage with HNIs, new prospects and important customers of the branch to ensure customer
satisfaction, and brand visibility.
 Identify suitable talents for recruitment for placing the best available talent.
 Provide appropriate handholding to new joiners and support with training and guidance to
ensure that branch staff are fully equipped with knowledge, and they stay updated.
 Help and guide team to resister for and get necessary certification and thus improve skill.
 Engage with team and ensure retention of team colleagues. Own one’s team.
 Execution of lead generation activities and investor awareness programmes.
 Assess branch performance through periodic reviews based on metrics like revenue per
employee and branch profitability, as well as weekly reviews.
 Gather market intelligence and competitor analysis, which shall aid him/her in improving
business.
 Maintain adequate internal/external audit scores
 Incorporation of ESG (Environmental-Social-Governance) principles into Business practices.
2. Administration & Systems Related Responsibilities:
 Ensure timely payment of Annual Maintenance Costs (AMC) for all assets in order to maintain
business continuity.
 Ensure proper digital hygiene for all users and their devices.
 Liaison with vendors and ensure smooth operation of the branch.
 Conduct regular checks to ensure proper functioning of all branch equipment, both electrical
and non-electrical.
 Ensure regular follow-up and updations in CRM for the branch team.
 Report the need for replacement of outdated assets or scrap items to the designated committee
or the Administrative department in Head Office.
 Uphold a prudent housekeeping standards and secure storage of office documents, client
records and keys.
 Adherence to specified office timing for opening and closure of the branch.
3. Operations Related Responsibilities:
 Supervise daily branch operations including pay-ins, payouts, and customer grievance
resolution, referencing reports in the back office.
 Mitigate risk through regular monitoring of client positions, training team members to
prevent trade and/or other business transaction errors, and timely collection from debtors.
Ensure prompt deposit of pay-in cheques and proper management of petty cash payments incompliance with branch operational guidelines.
 Manage client grievances for suitable and timely solution, as mentioned in the branch
operations manual.
 Expedite account opening processes to minimize rejections (first time correct), verifying offmarket and closing cum transfer requests, and following up with head office departments
regarding client document updates, as per the branch operational manual.
 If a dealer is on planned leave, then the Branch Head should map terminals accordingly in
order to maintain business continuity.
 Report branch activities to the Regional Manager and State Head periodically.
4. Guidelines for Compliance & Statutory Management:
 Ensure compliance with Securities Exchange Board of India (SEBI) regulations for account
openings and share transactions.
 Ensure the timely completion of all compliance-related activities.
 Ensure display of all mandated licenses, notices, and certificates in the branch notice board.
 Maintain all necessary statutory documents and registers in accordance with guidelines
outlined by different departments at Head office.
 Management and compliance with voice logger system.


Quess Corp Limited

Insurance Sales / BD Manager

I.I.T.Main Gate

Shivaji Chowk (Kalwa)

TEAM BUILDING , GUIDAING MOTIVATING TEAM HELING THEM IN ACHIEVEMENTS OF THEIR GOALS, PROMOTIONS, MAXIMISING SALES THROUGH TEAM.
CLIENT FINANCIAL PLANNING . AFTER SALE SERVICES


Shrim Fin Services

Team Leader

Rashtrapati Bhavan

NSEZ Noida

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

College Square

Dial: 6352491012 (Nisha Patel) for more details.
Required Candidate Profile
Training Provided by Company
Age: 21 to 48 years
Qualification: Graduation
Experience: 1 year of experience in Banking, Finance or Insurance Sales & marketing
Bike Must


Job Description
❄ Build a team of Business Partners (preferably with banking knowledge or experience) through your own network. Train and manage these Business Partners effectively.
❄ Each Business Partner will be responsible for appointing and developing a team of insurance agents or advisors.
❄ Business Partners receive a stipend and performance-based incentives, while agents or advisors earn commissions from the company.
❄ Drive sales and achieve business targets through the team.
❄ Monitor advisor performance and provide guidance to improve productivity.
❄ Conduct regular training, joint field work, and mentoring to develop team capability.
❄ Ensure adherence to sales processes, compliance, and documentation.
❄ Build and maintain strong customer relationships and ensure high levels of client satisfaction.
❄ Generate leads through various marketing activities and convert them into business.


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Banking / Insurance / Financial Services Jobs - 6960 Verified Vacancies

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Stock Market Specialist

Insurance Sales Executive

Relationship Manager

Assistant Agency Manager

Gold Loan Officer

Insurance Sales / BD Manager

Team Leader

Loan Executive

Area Sales Manager

Insurance Sales Executive

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