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Porur

Puzhuthivakkam

Job Description 

It's a financial advisor role 

You have to provide advice to Investors 

We are dealing below mentioned financial products:-

1. Mutual Funds
2. Fixed deposit
3. Life Insurance
4. Bonds
5. IPO
6. PMS Investments
7. Alternate Investments 

👆We will do proper training about all the above financial products to you and will provide investors Data base you need to advice to them as per they financial need ....

Role :- Sales 
Designation :- Financial service manager


PMS Investment Services

Financial Service Manager

Nai Duniya

Niranjanpur Circle

Functional /Business Responsibilities:
 High on energy, innovative thinking, passionate and can-do attitude.
 Firm believer of fostering relationships at all levels to achieve business objectives.
 Monitor and evaluate training program’s effectiveness, success and report on them.
 Provide opportunities for ongoing development.
 Maintain a keen understanding of training trends, developments and best practices
 Good in MS office tools namely Power point, Excel, Word, Content and Script Development
 Identify and assess future and current training needs of the Employees, End-to-end process, skill & knowledge.
 Draw an overall training and development plan that addresses the needs and expectations of the Sales force.
 Conduct effective induction, orientation and training sessions. New Hire Training, Certification and OJT.
 Monitor and evaluate training program’s effectiveness, success and report on them.
 Provide opportunities for ongoing development.
 Maintain a keen understanding of training trends, developments and best practices.


Icici Lombard

Process Trainer - Outbound Voice

A C Guards

Kundan Bagh

We are Hiring the professional , male and female for Hyderabad operation.
Need business leader and PART TIME Employee for Hyderabad city, as a business leader job profile will be team recruitment and team Training and Coaching and Drive for the Business And Promotion
as a part time employee job profile will be do the financial planning with individual customer. Create more Awareness About Child Education Plan , Retirement Plan , Saving And Investments Plan ,Term Plan , etc....
(Team recruitment , coaching and team handling , ensure team development )


TATA Life Insurance Company Limited

Business Development Executive (BDE)

Rashtrapati Bhavan

Sahibabad

Financial Modeler:
A financial modeling job involves creating financial models to forecast future company performance and guide business decisions. Key responsibilities include building and analyzing complex spread sheet-based models in Excel, performing sensitivity analysis, and presenting findings to senior management and stakeholders. This role requires a strong understanding of accounting, finance, and various modeling techniques like three-statement, DCF, and merger models.
Core responsibilities
1.      Model creation: Design, develop, and maintain complex financial models to forecast revenue, expenses, and cash flow.
2.      Data analysis: Analyze historical and current financial data to inform model assumptions and identify trends.
3.      Scenario planning: Perform sensitivity and scenario analysis to evaluate the impact of different business decisions and market conditions.
4.      Financial forecasting: Predict future financial performance to support strategic planning, budgeting, and investment decisions.
5.      Presentation: Prepare and present findings and insights to stakeholders, including clients, management, and investors.
6.      Valuation: Build models to assess the value of assets, investments, or entire companies.
Key skills and knowledge
1.      Advanced proficiency in Microsoft Excel.
2.      Strong understanding of accounting principles, financial statements, and key financial concepts (e.g., revenue, cash flow, capital allocation, amortization).
3.      Familiarity with different types of models, such as three-statement models, Discounted Cash Flow (DCF) models, and merger and acquisition (M&A) models.
4.      Ability to analyze data, interpret financial statements, and perform complex financial analysis.
5.      Strong communication and presentation skills.
6.      Common work environments
7.      Investment banking
8.      Equity research
9.      Corporate finance and development
10.   Private equity
11.   FP&A (Financial Planning & Analysis)
12.Analyse stock charts, price patterns, and technical indicators (e.g., RSI, MACD, Bollinger Bands) to identify trading opportunities
13.Fundamental analysis with strong knowledge of financial modelling and valuation
14.Monitor and interpret market trends, volumes, support/resistance levels, and other price action signals
15.Develop and execute technical trading strategies based on market conditions and risk appetite
16.Prepare daily, weekly, and intraday market reports with technical outlooks and trade recommendations
17.Collaborate with traders, portfolio managers, and research teams to align technical views with broader strategies
18.Use trading platforms and charting tools (e.g., Trading View, Meta Trader, Bloomberg, Am broker) to conduct real-time analysis



Call and whatss app
Ankit Sharma
9654771342


A S Enterprises

Financial Modeler

Subramanya Nagar

Koramangala

*Urgent Requirement*

*IDFC FIRST BANK LTD*

*Job Title:* Territory Sales Manager - Personal Loans

*Location* Bangalore 


*Experience:* Minimum 2 years in personal loans sales Or Credit cards sale

*Salary*
Best in the industry - Based on existing CTC

*Job Description:*

We're looking for an experienced Sales Manager to lead our personal loans team. The ideal candidate will have a proven track record in sales leadership, team management, and personal loans product knowledge.

*Key Responsibilities:*

- Lead and manage a team of sales professionals
- Develop and implement sales strategies to meet targets
- Build relationships with customers and stakeholders
- Drive sales growth and improve team performance

*Requirements:*

- Minimum 2 years of experience in personal loans sales
- Strong leadership and team management skills
- Excellent communication and interpersonal skills
- Proven track record of meeting sales targets

*If you're interested, please:*

- Send your resume to WhatsApp No *9177969836*




Idfc First Bank Limited

Territory Sales Manager

Avadi

As a Secured Loan Manager, you will be responsible for driving loan sales, identifying prospective clients, and managing relationships to achieve sales.


Andromeda Sales & Distribution Pvt Ltd

Secured Loan Manager

College Square

New town

Job Overview:

We are looking for a dynamic and motivated Team Leader to join Bajaj Allianz Life Insurance. The role involves recruiting and building a strong sales team, driving business growth through them, and ensuring they are well-trained with complete product knowledge. The Team Leader will play a key role in mentoring, motivating, and guiding the team to achieve sales targets and provide exceptional customer solutions.



Key Responsibilities:

Recruitment & Team Building: Identify, recruit, and onboard new advisors/agents for the sales team.

Sales Generation: Drive business targets by motivating and guiding the team to generate insurance sales.

Training & Development: Provide structured training sessions on product knowledge, sales techniques, and compliance.

Performance Monitoring: Track team performance, analyze gaps, and ensure achievement of monthly/quarterly sales goals.

Guidance & Mentorship: Act as a mentor to the team, providing direction, motivation, and support throughout their sales journey.

Customer Focus: Ensure team members deliver excellent customer service and maintain long-term client relationships.

Reporting: Prepare and share sales reports, recruitment progress, and training effectiveness with management.



Key Requirements:

1-5 years of experience in sales, preferably in Insurance/Financial Services.

Strong communication, leadership, and interpersonal skills.

Ability to motivate and drive a team towards achieving business objectives.

Result-oriented with excellent problem-solving and decision-making ability.


What We Offer:


Attractive performance-based incentives.

Comprehensive training and development programs.

Career growth opportunities within Bajaj Allianz Life Insurance.

Opportunity to lead and build your own successful sales team.


Bajaj Allianz Life Insurance Company Limited

Sales Team Leader

Ashok Nagar

WE Are Hiring Financial ADVISOR for our company
PART TIME JOB
Both The genders can apply
Interested Candidate Can Call OR Apply


Kotak Mahindra Life Insurance Co

Insurance Agent/Advisor

Shyambazar

Good communication skills with good attitude and personality


Hdfc Life Insurance Company Limited

Office Assistant

Gandhi Nagar Mod

Alka

KBS Creditcard and Loans

Sales & Marketing Executive

Esplanade

Team management and Team Development.
This is urgent limited vacancy..
Please contact as soon as possible - 8981909008.


Kotak Life Insurance

Team Manager

Hazra

Responsibilities of the candidate includes the following:

1)Managing customer relationships.

2)Ensuring sales growth, building client prospects.

3)Explaining products to the clients.

4)Handling customer queries.

5)Hiring efficient Sales person.


Client Relationship Executive

Tilak Nagar, Delhi

Newtech Business Solution Private Limited

Collection Manager

ROHINI SEC-24




 
 
JOB SUMMARY
 


Direct customer service and sales to existing MLI customers through relationship building. Customer leads will be provided by company.
 
 KEY
RESPONSIBILITIES 
Drive Revenue through Cross sell / Up sell
·      Focus on cross-sell & up-sell opportunity in every lead allocated from HO team
·      Drive productivity measures like lead to conversion ratio.
·      Exceed month on month revenue target & collection target 
·      Competition Analysis for giving professional advice to customer
·      Fix self-appointments every day from the given customer database as per the campaign
 
Customer Service/Retention through relationship management
·      Timely & effectively resolve service requests of customers.
·      Drive renewal collection on allocated base.
·      Ensure retention of his/her allocated” Book of Relations” (existing customer database).
·      Establishing and strengthening relationship with the allocated customer base.
·      Identify financial goals of customers and providing financial planning assistance.
 
 
 
MEASURES OF SUCCESS
 
·      TAT adherence for updating System - CSG
·      Successful completion of cross-sell/ up-sell Business Goals month on month
·      Collection of payment/premium from 91-180 days’ due policies
·      Complaint Resolution /Customer satisfaction
·      Achievement of Retention Targets
·      > 45 unique customer meetings in a month
·      More than 90% attendance (of total working days)
·      Successfully score >=80% in the Functional Trainings imparted
 
 
DESIRED QUALIFICATIONS AND EXPERIENCE
·      Graduate with 1 - 3 years’ experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. 
·      Minimum 6 months’ exposure to Life Insurance
·      Age Bracket: 25-32 years
·      Must own a conveyance
 
 
KNOWLEDGE
/ SKILLS / ABILITIES·      Process & Result orientation
·      Customer centricity & relationship building
·      Basic Computer Knowledge.
·      Good communication skills- English and regional language
 
 


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