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College Square

JL Nehru Road

Aditya Birla Capital 

Kolkata park street. 



Job Description





Job Purpose: Manager



Providing strategic advice across a variety of financial products and services. 



Assessing client’s overall financial picture, understand their needs and develop a solid financial plan. 



Guiding clients towards a profitable and secure financial decision. 



The purpose of this job is to recruit quality advisors & support / train them and enable them to procure investment from the market& subsequently service the customers. 



Key Responsibilities :



1. To recruit high-quality prospective advisors and ensure that they acquire licensing to achieve the Yearly target set in the Goal Sheet.



2. Provide on-the-job training & manage and monitor the performance of advisors so that they can achieve their goals.



3. Maintain persistence for the investment procured by a team of Advisors to overall achieve the profitability of the team.



What's in it for you :



- Opportunity to be promoted to next designation, on 100% completion of the Goal sheet at the end of 6 to 12 months.



- Opportunity to progress to the position of Branch Manager, at the end of 12 months.



Location : Kolkata park street

We would be pleased to meet with you for further inquiries.


Aditya Birla Capital Limited

Team Development Manager

Ahmedabad (Rural) District Court

Maganpura

Step7

Telecaller

Porur

Nungambakkam

Relationship Manager 
Experience : 1 to 3 yrs 
Location : Chennai 

Must have : CASA in banking stands for Current Account and Savings Account

Manage and maintain relationships with premium / key clients, ensuring consistent engagement and satisfaction.
Understand each clients business objectives and align our services to support their goals.
Act as a single point of contact for all client communications, escalations, and requirements.
Proactively identify opportunities for upselling and cross-selling within assigned accounts
Coordinate with internal teams (sales, operations, and support) to ensure timely delivery and quality service.
Prepare and present monthly performance reports and insights to clients.
Track and monitor account renewals, payment cycles, and client retention metrics.
Stay updated on industry trends and competitor activities to provide valuable inputs to clients and management








Daresm Consulting Services

Relationship Manager

Telephone Exchange (C. G. Road)

ob Summary:We are seeking a motivated and customer-focused Field Sales Insurance Agent to promote and sell insurance products to individuals and businesses. The ideal candidate will have at least one year of sales experience and strong communication skills to build lasting client relationships and achieve sales targets.
Key Responsibilities:Identify and approach potential clients through field visits, networking, and referrals.
Present and explain various insurance plans (life, health, motor, etc.) based on clients’ needs.
Generate leads, follow up on prospects, and close sales to meet monthly targets.
Assist clients with policy applications, renewals, and claims processes.
Maintain accurate records of sales activities and customer interactions.
Build long-term relationships with clients to ensure customer satisfaction and retention.
Stay updated on product features, company policies, and market trends.
Qualifications and Skills: Bachelor’s degree in any discipline (preferred).
Minimum 1 year of field sales experience (insurance experience is an advantage).
Excellent communication, negotiation, and interpersonal skills.
Self-motivated and goal-oriented with a strong sales drive.
Ability to work independently and manage time effectively.



The Boston Consulting

Field Sales Insurance Agent

Rashtrapati Bhavan

NSEZ Noida

we are looking for assistant sales manager/sales manager with good communication skill who is having experience in health insurance sales those who are interested contact on 9873075055


Ishrey Consulting and Placement Services LLP

Sales 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

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

Noida Sector 16

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

DDU Marg

We are looking for a Insurance Advisor to join our team [NIVESH AND PROTECT CAPITAL]. The role requires candidates who are skilled in building customer relationships, following up on leads, and maximizing sales opportunities. Identify prospects and develop sales strategies to drive business growth. The position offers an in-hand salary of ₹12000 - ₹52000 and prospects of growth. Key Responsibilities: • Close sales through various methods like cold calling, presentations, and door-to-door visits. • Build strong customer relationships and meet sales targets. • Research and develop creative sales strategies to boost results. • Report performance metrics and feedback to management regularly. • Maintain and grow the client database effectively. Job Requirements: The minimum qualification for this role is Graduate and 1 - 3 years of experience. Familiarity with different sales techniques is a must. Applicants should also have good communication, negotiation, and interpersonal skills. Proficiency in computer use and the ability to utilize technology effectively are essential. 


Nivesh & Protect Capital

Insurance Agent/Advisor

Chaiteshwar Mahadev

Sales Manager has to recuit team of insurance consultant to sale Life Insurance policies


Bajaj Allianz Life Insurance Company Limited

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

Agency Manager

Jayanagar

Criteria:
 
Life Insurance Experience Mandatory
Graduation Mandatory
Required Good Communications


Eminent HR Solutions

Bancassurance Manager

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

Hosapalya

Experience: 7–12 years in Collections / Finance domain
Package: Up to 5.4 LPA
Positions: 2
About the Role:
The Collections Assistant Manager will support strategic planning and execution of collections operations. This role requires experience in team management, process optimization, and reporting, ensuring that operational targets are consistently met.
Key Responsibilities:
Oversee multiple collections teams and ensure adherence to KPIs
Implement process improvements to enhance productivity and recovery rates
Prepare and present weekly/monthly performance reports to senior management
Handle escalated customer issues and ensure resolution within SLA
Conduct regular training, coaching, and performance appraisals for team members
Ensure compliance with regulatory and company guidelines

Required Skills & Qualifications:
7–12 years of experience in Collections, Finance, or Debt Recovery Operations
Strong team leadership and stakeholder management skills
Excellent analytical and problem-solving abilities
Familiarity with CRM tools, collection software, and reporting systems



Skills & Requirements
Required SkillsCollections OperationsFinance OperationsDebt Recovery OperationsTeam LeadershipStakeholder ManagementAnalytical SkillsProblem-solvingCRM ToolsCollection SoftwareReporting Systems
Preferred Skillsfinance operations
Experience
7 - 12 years
Education
Graduation (10 + 2 + 3)
Age Range
28 - 35 years
Languages Required
English


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