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Mirsali Colony

Teli Mohalla

Job Title: Relationship Manager
Department: Liabilities / Retail Branch Banking – HNI / Premium segment

Key Responsibilities:

Manage and grow a portfolio of High Net Worth Individual (HNI) / premium customers under the “Royale” segment. 

Drive acquisition of new-to-bank (NTB) clients as well as deepening of existing relationships (liabilities – CASA, savings, current accounts; investment products; retail assets) in the premium segment. 

Provide advisory support and service excellence to premium customers: ensure high levels of satisfaction, personal attention, relationship continuity. 

Use CRM tools / sales analytics / segmentation to track interactions, pipeline, opportunities, lead-conversion and portfolio growth. 

Ensure compliance with KYC / AML / bank’s risk management / internal credit & banking policies while sourcing/deepening business. 

Achieve defined sales targets (volume and value) for the premium segment as per scorecards. 

Liaise with other bank functions (investments, wealth, insurance, branch operations) to offer holistic banking solutions to premium clients.

Maintain market intelligence of the premium/HNI segment in the assigned territory: competitive products, client needs, digital-offers, etc.

Participate in branch/territory campaigns, networking events, referrals, industry associations to source HNI relationships.


Desired Profile:

Qualification: Graduate / Postgraduate (in any discipline) is preferred. 

Experience: Typically 4-8 years in retail banking / relationship management focusing on HNI / affluent / premium clients. 

Excellent interpersonal & communication skills; strong service orientation; ability to engage senior clients effectively. 

Good negotiation, sales skills, ability to work under pressure and meet targets.

Knowledge of banking products (liabilities, investments, retail assets), and comfortable handling high-value client relationships.

Local language + English proficiency; willingness to travel within assigned territory.


Au Small Finance Bank Limited

RM Royale/RM Platinum

Nai Duniya

Niranjanpur Circle

Key Responsibilities:
·        Medical Review & Claims Adjudication: 
Assess and validate medical claims based on clinical documentation and policy coverage. 
Interpret diagnostic reports, treatment plans, and prescriptions to determine claim eligibility. 
Coordinate with internal medical teams to ensure accuracy in claims decision-making. 

·        Customer Interaction & Support: 
Communicate with policyholders, hospitals, and third-party administrators (TPAs) to explain claim decisions in a clear and professional manner. 
Handle escalated or complex customer service issues involving medical claims. 
Offer support and guidance on claim submission processes and documentation requirements. 

·        Compliance & Documentation: 
Ensure all claims are processed in compliance with IRDAI regulations and internal guidelines. 

Maintain accurate records of claim assessments, approvals, denials, and communications.


Icici Lombard

Insurance Claims Specialist

Rashtrapati Bhavan

Sector 93A, Noida

Relationship Manager (Loan & insurance Sales) 
Location: Sector 132, Noida

Strong experience in Health & Life Insurance, Loan / Direct Sales (Home Loans, LAP, Personal Loans, BT, etc.)
2–10 𝘆𝗲𝗮𝗿𝘀 of Team Handling experience in Health & Life Insurance, Loan / Direct Sales (Home Loans, LAP, Personal Loans, BT, etc.)
Strong experience in Direct Sales (mandatory).
Proven ability to build and lead a team of Senior Associates & Associates (up to 50 people).
A consistent track record of delivering growth and expanding sales channels.
Strategic mindset with hands-on leadership skills.
Track record of achieving sales targets and scaling performance-driven culture
 Excellent leadership, motivation, and strategic thinking skills.
High energy, entrepreneurial mindset, and a result-oriented approach.


Flysoft

Relationship Manager

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

Santoshi Mata Chowk

Bund Garden Central Mall

a direct channel role involves selling insurance policies directly to customers without using intermediaries like agents or brokers. This can be done through online platforms, call centers, or in-person at a company's branch. Common direct channel job rolesSales and relationship managementRelationship Manager, Direct Channel: A frontline sales role where you are responsible for promoting and selling insurance policies directly to prospective and existing clients. This often involves understanding customer needs, recommending products, and maintaining strong customer relationships.Territory Sales Manager: A role that involves leading a team of direct sales personnel to meet and exceed monthly sales targets within a specific region. It includes monitoring team performance, maintaining high-quality business, and ensuring compliance.Direct Sales Executive/Officer: Focused on outbound and inbound sales calls to customers or following up on leads generated through the company's website. They work to convert prospects into customers by explaining policy benefits and managing the sales process.Branch Manager, Direct Channel: A leadership role for an assigned branch that manages the direct channel business. Responsibilities include achieving sales targets, coaching a team of sales personnel, and ensuring regulatory compliance. Leadership and strategyChief Direct Distribution Officer: A high-level executive position overseeing all direct sales channels. This role focuses on strategy, profitability, and driving growth for the entire direct channel operation.Cluster Business Head: A management position that involves driving sales and achieving revenue targets for a specific cluster of sales teams. Responsibilities include strategic planning, performance monitoring, and team development. 

Key responsibilities:

Customer engagement: Directly interacting with customers to understand their needs, answer questions, and build lasting relationships to ensure satisfaction and retention.
Sales and target achievement: Actively selling policies and meeting or exceeding monthly and annual sales targets.
Adherence to regulations: Ensuring that all sales practices and processes are fully compliant with company policies and regulatory guidelines, such as those set by the IRDAI in India.
Upselling and cross-selling: Identifying opportunities to sell additional products or services to existing customers to increase their lifetime value.
Leveraging technology: Using online tools, customer relationship management (CRM) software, and other digital platforms to streamline the sales process and enhance the customer experience. 


Canara Hsbc Oriental Bank Of Commerce Life Insurance Company Ltd

Relationship Officer/Sr Relationship Officer/Ex Relationship Officer

College Square

Bhawanipur

Kotak Life Insurance

Assistant Branch Manager

Kalighat

Housewife and retired persons are invited who are looking for income and career building with some additional benifits..


Insurance Agent/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

Gopipura

Sosyo Circle

I have a vacancy in icici prudential life insurance Banca channel and credit life channel 
for this I need a Banca sales candidate 
and his experience should be at least 1 year
the package will be based on work experience .


Icici Prudential Life Insurance Company Limited

Financial Sales Associate

Delhi Cantt

𝗦𝗞𝗜𝗟𝗟𝗦 :-

*Good verbal and communication skills
*Negotiation ability
*Prospecting the leads 
* Customer handling
* Excellent learning skills
* Claims management 

𝐀𝐁𝐎𝐔𝐓 𝐓𝐇𝐄 𝐉𝐎𝐁 :-
In this job you will be designated as an advisor in the " 𝐋𝐈𝐂 " who will sell insurance products on behalf of "LIC".
It will be purely a sales job . You will have to prospect the potential customers, identify their needs and give them the best service possible .
QUALIFICATIONS:
10 th pass
Minimum age 18 years

𝐖𝐇𝐀𝐓 𝐘𝐎𝐔 𝐖𝐈𝐋𝐋 𝐁𝐄 𝐆𝐄𝐓𝐓𝐈𝐍𝐆 ?

You will be getting the commission on each and every policy you sell. 
Commission Structure in "LIC" as of now:-
• In the first year you will get 28% commission on each policy you sell 
• in the 2nd , 3rd 4th and 5th, you will get 7.5% commission on selling 
• After it, till the policy term you will get 5% commission that is called renewal commission
• Gratuity upto 5 lakh
• A chance of getting a government job in LIC after serving for 5 years 
• Mediclaim
• Office and festive advances
• Home loan, educational loan, bike and car loan at almost no interest rate


𝐀𝐁𝐎𝐔𝐓 𝐔𝐒:-
The Life Insurance Corporation of India (LIC) is a state-owned insurance and investment company. Established in 1956, LIC is one of the largest insurance companies in India. 

We offer a wide range of life insurance products, including term insurance, endowment plans, money-back policies, and unit-linked insurance plans (ULIPs). LIC aims to provide financial protection and wealth creation opportunities to individuals. Our products are designed according to diversified needs of customers, offering options for savings, investment, and retirement planning.

𝐅𝐎𝐑 𝐌𝐎𝐑𝐄 𝐃𝐄𝐓𝐀𝐈𝐋𝐒 :-
Contact:-
Mobile - 9711821620
Gmail- Komal79824@gmail.com


Lic Agent

Khokhaddad

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.

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Orenda Finserv

Sales Manager

Subramaniyapuram Extension

Peramanur

Develop and execute effective collections strategies for a diverse portfolio of home loan product.

Lead, train, and manage a team of collections executives to achieve individual and team recovery targets.

Monitor and analyze collections data to identify trends, predict non-performing assets (NPAs), and optimize recovery processes.

Ensure all collections activities adhere to internal policies and regulatory guidelines set by the Reserve Bank of India (RBI) and other relevant authorities.

Handle complex or escalated collections cases, negotiating with customers to find viable repayment solutions.

Collaborate with the credit, legal, and risk teams to improve loan underwriting standards and resolve legal disputes.

Prepare and present detailed reports on collections performance, NPA status, and recovery rates to senior management.

Implement and manage collections software and tools to enhance efficiency and data accuracy.


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Banking / Insurance / Financial Services Jobs - 7182 Verified Vacancies