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Ahmedabad (Rural) District Court

Telephone Exchange (C. G. Road)

The Boston Consulting

Agency Manager

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

I.I.T.Main Gate

Patli Pada

Job Description
We are looking for a driven and client-focused Investment Relationship Manager to join our growing team. The role involves assisting clients with their investment and financial planning needs, maintaining strong relationships, and working closely with senior partners to deliver high-quality advisory services.This is an excellent opportunity for fresh graduates or early-career finance professionals to gain hands-on exposure in wealth management, client handling, and investment advisory.
Key Responsibilities
Support senior partners in managing and servicing client portfolios.
Understand client goals, risk appetite, and suggest appropriate investment solutions.
Conduct portfolio reviews, track performance, and prepare client reports.
Assist in KYC, SIP, and account opening processes.
Coordinate with fund houses, RTA, and platforms for operational requirements.
Maintain CRM and ensure regular client communication and follow-up.
Attend client meetings (primarily in Mumbai region) with senior advisors.
Keep updated on market trends, new fund launches, and product developments.


SP Wealth Associates

Investment Relationship Manager

Subramanya Nagar

Jayanagar

Criteria:
 
Life Insurance Experience Mandatory
Graduation Mandatory
Required Good Communications


Eminent HR Solutions

Bancassurance Manager

A C Guards

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

Nai Duniya

Scheme No.54

Job Description

              Key Responsibilities

* Handle sales of financial/advisory products & services.

* Convert leads into active clients through effective communication and follow-ups.

* Build and maintain strong client relationships to ensure repeat business.

* Explain stock market products, investment plans, and trading strategies to clients.

* Meet daily, weekly, and monthly sales targets.

* Coordinate with the research team to provide clients with relevant insights.

* Maintain records of sales activities and client interactions.

Requirements

* Minimum 6 month of experience in sales within the stock market domain

* Must have worked in an advisory / broking Firm.

* Strong understanding of equity, derivatives, and financial markets.

* Excellent communication, negotiation, and presentation skills.

* Ability to handle high-pressure sales targets.

* Self-motivated, with a result-oriented approach.

  Education 

* Graduate in any discipline (MBA/Finance background preferred).

Salary & Benefits

* Salary: Competitive, with hike on last drawn salary

* Attractive incentives based on performance.
(Employees achieving 50% of their monthly target will be eligible for a 5% incentive, while those achieving 100% of the target will receive a 10% incentive).

* Career growth opportunities in a fast-growing SEBI-registered advisory.


Muhurat Investing Investment Advisor

Stock Market Specialist

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

College Square

*“Our Motive : Hum Se Aage Hum…. Be Unlimited”*


---

Job Description
‼️ *Post: -Insurance Consultant/ Retail Partner*

‼️ *Role and Responsibilities* : - The ideal candidate will be responsible for overseeing all the areas of operations including recruitment, training , business operation, management and team leading.
▫ Salary : Pay On + incentives
▫ Recruitment Process : Interview + IRDAI Exam + OJT
▫ IRDAI Exam Center: NSE-IT Center(Near your Location)
▫ Location: This hiring is being Done for Kolkata Branch head Office
▫ Office Working Days : 5 Days(Monday to Friday) 
Working Time : 9:30 AM to 5:00 PM

T&C :
▪ This Job is work from home / Work From Office and Basic + Allowance + DBI + MPI Incentive job.
▪ If you get selected in interview then your next step will be exam of IC
 

Company Benefits : 

▪ Provident Fund
▪ Medical Benefit
▪Zero Pressure. ▪ Incentives(Unlimited)
▪ Official Tour (National/International)
▪ Gift and Certificates

Note :
▪ Join 5 minutes before to Interview
▪ Video must be ON & keep Mute( join Audio click on cellular data and join then mute)
▪ Rename your device name as per resume
▪ Make insure your proper internet connection
▪ Required Language : English & Hindi.

▫ Confirm Your Availability Here


Bajaj Allianz Life Insurance Company Limited

Sales Team Leader

Keshari Nagar

Laxmisagar

Insurance Sales Executive

Bajaj Allianz Life Insurance Company Limited 

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 - 6968 Verified Vacancies

Agency Manager

Relationship Manager

Investment Relationship Manager

Bancassurance Manager

Relationship Manager

Stock Market Specialist

Team Leader

Sales Team Leader

Insurance Sales Executive

Team Leader

Area Sales Manager

Marketing Manager

Marketing Manager

Marketing Manager

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