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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

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

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

Rashtrapati Bhavan

Rajouri Garden / Good Friends Colony / Bhai Daya Singh Nagar

Reliance Nippon Life Insurance Company Limited

Life Planning Officer

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

Sales Manager

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


Sbi Life Insurance Company Limited

Financial Advisor

Sector-31 Nh-48 Gurgaon

Job Description:

We are looking for energetic and motivated Health Insurance Advisors (Telecallers) to join our sales team.
Your primary role will be to call potential customers, explain health insurance plans, and guide them in choosing the best policy as per their needs.

Key Responsibilities:

Make outbound calls to potential customers for health insurance products.

Explain policy features, premium, and benefits clearly to customers.

Handle customer queries and objections confidently.

Maintain call records and follow up with interested leads.

Achieve daily/weekly/monthly sales targets.

Build trust and maintain long-term customer relationships.

Coordinate with the team leader and report daily performance.

Required Skills:

Good communication and convincing skills (Hindi/English).

Basic understanding of insurance or willingness to learn.

Target-oriented and self-motivated.

Positive attitude and team spirit.



AH Dream Service Private Limited

Health Insurance Advisor

Ahmedabad (Rural) District Court

Chaiteshwar Mahadev

ICICI prudential life insurance banca channel ,
icici bank 
3.5 ctc 
product -life insurance 


Icici Prudential Life Insurance Company Limited

Relationship Manager

Keshari Nagar

Laxmisagar

The Business Manager is responsible for overseeing the overall business operations, driving revenue growth, managing client relationships, and ensuring organizational goals are achieved. The role involves strategic planning, financial management, team leadership, and operational excellence to ensure sustainable business performance.


Bajaj Allianz Life Insurance Company Limited

Business Manager

Moolakulam Stop‎

New Mofussil Bus Station‎

We are hiring Candidates for the post of Financial consultant from housewives Financial distributors and retired people in and around Pondicherry. Interested Candidates may call or wattsapp to 8072841031


Max Life Insurance Company Limited

Financial Consultant

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

Team Leader

Sector 29 Chandigarh

Sector 7 chandigarh

Insurance advisor, main job is selling life insurance policies for World no 1, insurance company LIC OF INDIA,get stipend Rs 7000 for female and 6000 for male candidates plus unlimited commission, two wheeler/car advance, house loan @5%,forgien tours, office allowance and on completion of 4 year as insurance agent(for Graduates), eligible for 25% quata in LIC of India for the post of Development officer.


Insurance Broker

Recruitment. Selection Tranning. Interview Onboarding Team management .Promotion



BAJAJ ALLIANZ LIFE INSURANCE CO.LTD.



JOB DESCRIPTION: We are looking for candidates, fresher/experienced for Recruitment and Sales.



SKILLS REQUIRED:

➢ Effective communication skills

➢ Strong analytic and problem-solving skills

➢ Team Building skills

➢ Minimum 0-1 years of experience in relevant field.



RESPONSIBILITIES:

➢ Screen resumes and application forms.

➢ Organizing interviews with shortlisted candidates.

➢ Posting job ads on social media platforms/job portals.

➢ To plan and execute sales and marketing activities for meeting the assigned business target with team.

➢ To ensure activation and desired productivity levels of IC in the team.

➢ To take initiative for team development through productivity improvement drives or training programs.

➢ Training & development ensure the product training to the employees and resolving the queries as when they need it.

➢ Responsible for quality team development.



◾LOCATION: Work from office/home



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