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Nai Duniya

Vishnu Puri Colony

Key Responsibilities
Team Leadership & Performance
Lead, coach, and motivate a team of field sales executives to achieve daily/weekly/monthly issuance targets
Conduct daily morning huddles, pipeline reviews, and evening debriefs.
Implement incentive structures, recognition programs, and corrective actions to maintain high team morale and performance.
Recruit, onboard, and train new hires on product knowledge, objection handling, KYC norms, and ethical selling.

Sales Strategy & Execution
Plan and execute high-footfall activation zones (malls, tech parks, residential societies, weekend markets).
Monitor competitor activity and adapt pitch/promo strategies real-time.
Ensure 100% digital application submission via tablets/mobiles with photo capture and e-KYC compliance.
Flag and escalate fraudulent applications instantly.

Reporting & Analytics
Maintain real-time dashboards (issuance, approval rates, rejections, pending docs).
Submit daily MIS, weekly forecasts, and monthly reviews to senior management.
Use data to identify low-performing beats/executives and optimize coverage.


Au Small Finance Bank Limited

Relationship Manager

College Square

Bhawanipur

Job Title: Team Executive
Location: Kolkata
Company: HDFC Life Insurance
Job Summary:We are seeking a proactive and organized Team Executive to join our team at HDFC Life Insurance, Kolkata. The ideal candidate will provide administrative support, coordinate sales activities, manage customer interactions, and assist in smooth day-to-day office operations.
Key Responsibilities:Provide administrative and clerical support to the team and management.
Manage and maintain office documents, records, and reports.
Schedule and coordinate meetings, appointments, and internal events.
Handle client inquiries and ensure timely responses to customer needs.
Support the sales team in lead management, follow-ups, and documentation.
Prepare and maintain performance reports and sales data.
Coordinate with different departments to ensure smooth business operations.
Qualifications & Skills: Minimum qualification: High School Diploma.
Preferred qualifications: Graduation in B.Com (Hons), BBA, or MBA.
Excellent communication and interpersonal skills.
Strong organizational and multitasking abilities.
Proficiency in MS Office (Word, Excel, PowerPoint).
Good understanding of sales coordination and customer service.




Hdfc Life Insurance Company Limited

Team Executive

Santoshi Mata Chowk

Council Hall (Police Commissioner Office)

Bajaj Allianz Life Insurance Company Limited

Insurance Consultant

Keshari Nagar

Laxmisagar

Team Manager

Rashtrapati Bhavan

Kirti Nagar

We are looking for the Loan Sales Manager which is responsible for overseeing the sales and business development activities related to the company’s loan products (personal loan or business loan). This role involves developing sales strategies, managing a team of loan officers or sales representatives, meeting revenue and loan volume targets, and ensuring compliance with financial regulations and internal policies. Set weekly and monthly sales targets for the loan sales team. Conduct regular training sessions to improve product knowledge and sales techniques. Maintain a database of key clients and prospects. Prepare and present sales reports, forecasts, and performance dashboards to senior management. Portfolio quality (default rates, NPA levels). Team performance metrics


Amadhia Investment India

Loan Manager

Rajajipuram

Gomti Nagar

Insurance Sales Manager
Location -Lucknow ,Gomti Nagar
Lucknow Aliganj 
Lucknow Alam Bagh 
Education: Graduate (Must)
Experience: Minimum 1 years of sales experience
Age: 23 to 40 years

Other Requirements:
Must be a local resident of Lucknow
Must own a two-wheeler / car
  
Coordinate between clients and advisors for policy explanations and onboarding
Ability to manage teams and handle client relationships


CTC-UPTO 6.12 lakh +incentive 
   
 Mob-6395876012


Axis Max Life Insurance

Insurance Sales Manager

Hello, We are urgently hiring for Agency manager.

👤 Position: Agency Manager
 🏢 Company: Bimakart Insurance Broker
 🌍 Location: Pan India
💰 Salary: Fixed CTC (Hike on previous salary) + Unlimited Incentives
We’re hiring ambitious candidates to join our team!
 Your role will include:
 ✅ Recruiting and managing a team of agents
 ✅ Achieving monthly sales targets
 ✅ Exploring new business opportunities
Requirements:
0–2 years in sales/marketing (Insurance preferred)
 Minimum HSC / Graduate
 Good communication skills
 Bike + valid driving license mandatory
🌟 Benefits:
High fixed salary with fast career growth
 Unlimited incentives
 Leadership opportunities
📞 Interested?
Contact Omkar Jadhav – 9822210941
🚀 Join Bimakart Insurance Broker – India’s Trusted Insurance Partner!



Reinsurance and Investment Services 

Agency Manager

A C Guards

A. S. Rao Nagar

We Are Hiring Relationship Manager, Assistant Branch Manager, Branch Manager 
Total 5 Location in Hyderabad 
Secunderabad 
Somajiguda 
Himyathnagar 
Bala nagar
Dilsukhnagar
Medchal 
We give fixed Salary with 30% Incentives 
And provide life insurance and Health Insurance 



Reliance Nippon Life Insurance Company Limited

Kalighat

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


Kotak Life Insurance

Insurance Agent/Advisor

Sec-43/44a Gurgaon

The Relationship Officer plays a pivotal role in managing and growing client relationships within the investment and wealth management domain. This position requires a blend of financial acumen, client servicing excellence, and strategic advisory capabilities to deliver tailored investment solutions and foster long-term trust.Client Relationship ManagementServe as the primary point of contact for high-net-worth individuals (HNIs) and affluent clients.
Build and maintain strong, trust-based relationships through regular engagement and personalized service.
Investment Advisory
Understand client financial goals, risk appetite, and investment preferences.
Recommend suitable investment products including mutual funds, PMS, bonds, equities, insurance, and alternative assets.
Collaborate with portfolio managers and research teams to deliver informed advice.
Portfolio Monitoring & Reporting
Track client portfolios and provide timely updates on performance, market trends, and rebalancing needs.
Ensure compliance with regulatory norms and internal policies.
Business Development
Identify cross-selling and upselling opportunities across wealth products.
Acquire new clients through referrals, networking, and targeted outreach.
Operational & Compliance Support
Facilitate onboarding, KYC documentation, and transaction processing.
Maintain accurate records and ensure adherence to audit and compliance .







 



Chadha Investment Consultant

Relationship Officer

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

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

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

Christurajupuram

Bramanadha Reddy Nagar

Exp in Banking , call center, or financial institutions or any other field —-Direct hdfc bank rolls job to handle the team of 10 to 12 bank staff. PURLY HANDLE TELECALLING TEAM OF CUSTOMER SERVICE (no sales)


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Banking / Insurance / Financial Services Jobs - 6912 Verified Vacancies

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