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A C Guards

Liberty

Job Title: Relationship Manager
About the Role- We are seeking a competitive and goal-oriented Relationship Manager (Field Sales Representative) to develop sales strategies, attract new clients, and drive revenue growth. The ideal candidate will be responsible for generating leads, closing sales, and building long-term client relationships. This role involves managing the full sales cycle—right from prospecting and qualifying leads to negotiating deals and providing post-sales service.

Key Responsibilities
Achieve business targets (ANP & case count) through effective sales methods.
Acquire new customers via leads, natural market, referrals, and orphan base.
Schedule client meetings, conduct need analysis, and present suitable products.
Follow the Need-Based Selling Model for customer-centric sales.
Upsell and cross-sell to existing/orphan customer bases.
Ensure timely issuance of policies by resolving pending requirements.
Provide prompt post-sales service across customer portfolios.
Maintain desired persistency ratios by ensuring ongoing engagement.
Collaborate with supervisors to strategize and achieve business numbers.
Participate in joint sales calls with supervisors as required.
Forecast sales, design innovative strategies, and evaluate effectiveness.
Research accounts, generate leads, and manage the sales pipeline.
Build strong, long-term client relationships and expand the customer database.
Desired Skills & QualificationsProven sales experience, preferably in Insurance companies/DSAs.
Strong track record of achieving or exceeding sales targets.
Familiarity with sales techniques and pipeline management.
Proficiency in computer applications (MS Office, CRM tools).
Excellent communication, negotiation, and interpersonal skills.
Self-motivated, customer-focused, and target-driven.
Bachelor’s degree (any discipline) or equivalent qualification.



Policybazaar Insurance Brokers Private Limited

Relationship Manager

College Square

Dum Dum

Bajaj Allianz Life Insurance Company Limited

Insurance Executive

Moti Jheel

Rashtrapati Bhavan

NSEZ Noida

Job Role
We are looking for a competitive Field Sales Representative to develop sales strategies and attract new clients. The successful salesperson will source new sales opportunities and close sales to achieve quotas. The successful candidate will play a key role in increasing income and revenue by managing and negotiating with clients, generating leads, qualifying prospects and managing sales of products and services. As an outside Sales Representative, or Sales Agent, they will also research sales competition.

Roles and Responsibilities:

“Get the sale” using various customer sales methods and achieve the set business targets on ANP and case count
Acquire New Customer through Leads, Natural market, References, Orphan base
Fix meetings with the prospects to conduct need analysis and explain products
Implement and adhere to the Need-Based Selling Model.
Upsell & Cross-Sell the Orphan Base of Customers allocated
Ensuring timely issuance of policies by resolving pending etc.
Render prompt post-sales service to all allocated customers with respect to all domains
Adhere to the customer touch-point engagement in order to service his portfolio of customers.
Maintaining the desired persistency ratio
Strategize and interact closely with the supervisor on delivering on Business nos.
Work collectively with the supervisor and conduct joint sales calls whenever required
Forecast sales, develop “out of the box” sales strategies/models and evaluate their effectiveness
Evaluate customer’s skills, needs and build productive long lasting relationships
Research accounts and generate or follow through sales leads
Maintain and expand client database within your assigned territory

Desired Skills:

Prior sales experience working with Insurance companies/DSAs
Proven sales experience
Track record of over-achieving quota
Familiarity with different sales techniques and pipeline management
Computer use competency
Strong communication, negotiation and interpersonal skills
Self-motivated and driven
Any graduate or equivalent


Chakkalakkal

Banerji Road

Job Title: Client Relationship Manager – VRM / Tele Vertical

Company: Aditya Birla Sun Life Insurance (ABSLI)
Location: Kaloor- Cochin
Salary: ₹24,000 – ₹37,000 per month (In-hand) + Attractive Incentives

Job Summary:

The Client Relationship Manager (VRM / Tele Vertical) will be responsible for converting leads shared by the Virtual Relationship Manager (VRM) tele-calling team into successful life insurance sales. The role requires close coordination with the HDFC Bank in-house VRM team to promote Aditya Birla Sun Life Insurance (ABSLI) products to the bank’s customers.

The ideal candidate will build strong relationships with bank stakeholders, ensure smooth conversion of leads, and contribute to the overall revenue growth of ABSLI.

Key Responsibilities:

Attend and follow up on leads shared by the HDFC Bank VRM tele-calling team.

Explain Aditya Birla Sun Life Insurance products to customers and recommend suitable plans.

Collaborate closely with the HDFC Bank VRM / Sales team to generate and convert leads.

Build and maintain strong relationships with the Sales Head and team members of the assigned business unit.

Achieve assigned monthly and quarterly sales targets.

Ensure customer satisfaction and provide necessary post-sale support.

Adhere to company policies, compliance, and regulatory guidelines.

Desired Candidate Profile:

Minimum 1 year of experience in Life Insurance Sales (preferred).

Excellent communication and interpersonal skills.

Proficiency in local language and basic English communication.

Graduate in any discipline (mandatory).

Age: Below 33 years.

Benefits:

Attractive performance-based incentives.

Opportunity to work with a leading Life Insurance brand.

Career growth opportunities within ABSLI.

Comprehensive training and skill development programs


Aditya Birla Capital Limited

Senior Priority Relationship Manager

Santoshi Mata Chowk

Council Hall (Police Commissioner Office)

Main Task
 
Serve Gold Loan from Home customers by handling the end-to-end transactions, while ensuring the customer gets the most optimal service.
Source new customers through BTL marketing and customer calling

 
Areas of Responsibility
 
Ensuring the customer gets the most optimal service and completing the end-to-end GLFH transaction
 
a.   Promptly travel to and from the customers home while safely handling the gold in transit
 
b.   Carry out GLFH transaction while strictly adhering to process and policies
 
c.   Maintain high level of customer satisfaction
 
d.   Gold appraisal
 
Generating leads for GLFH
 
a.   By conducting BTL marketing
 
b.   Call inactive and other prospective customers
 
c.   Responsible for conversion of leads generated
 
KRA
 
a.    Adherence of timeliness (fulfilling the appointment within a specified time)
 
b.   Proper adherence to process and policies to facilitate smooth functioning of GLFH (zero spurious)
 
c.   Quality of service
 
d.   Number of leads generated through customer visit/calls and conversion %
 Show hidden chat history
 


Muthoot Fincorp Limited

Gold Loan Manager

Subramanya Nagar

Iskcon Temple

Position – SRO (School Relationships Officer)
Work Location – Yeshwanthpur, Bangalore
 
Job Description – 
·      Coordinate the volunteering activities, school visits, school projects
·      Guest handling, planning and execute
·      Coordinate with Fund raising team, Project team, Donor team for school and Kitchen visits
·      Support to facility management all kind of Inaugurations like Vehicle, vessels, Kitchen etc
·      Support to kitchen events
·      Visits/inspection to the Schools based on requirements
·      Creative/ innovative thinking and conceptualization skills.
·      Good presentation skills
 
Others – 
Good Communication Skills, Local Language is MUST


Akshaya Patra Foundation

SRO (School Relationships Officer)

Porur

Aalathur IE

Urgently Hiring For

Post: Gold Loan Manager/ territory Manager- gold loan ( Individual role)
Dept: Gold Loan Sales + Valuation 
Location: Chennai Locations

Interview Mode: F2F
CTC: 3 LPA – 5 LPA+ Huge Incentive + Travelling Allowance

Contact Person - 8448354146/ P. Reena





Interested Candidate Can share your resume-  p.reena@getwork.org 


Role & responsibilities
Job Description:
·        Sourcing/Acquisition of Gold loan Customers.
·        Individual and team handling Position.
·        Deliver Monthly targets by meeting and converting assigned leads
·        Responsible for appraising the Gold Ornaments & verify KYC at Customers doorstep
·        Responsible to travel within assigned territory/area for disbursing loans as per the process.
·        Responsible for lead generation through existing Customers/database.
·        Responsible for Productivity and Revenue Generation
·        Building long term relationship with HNI Customer for future business
·        Coordinate with respective stakeholders for grievance handling related Customers,
Disbursal, Process etc.
·        Responsible for strict adherence to Process, Policy, Guidelines laid by the Organization





Veerwal Getwork Services Private Limited

Gold Loan Executive

Eramallur

Job  Description

Sales Executive/ Assistant Manager/ Deputy Manager- Insurance

Roles and Responsibilities :-
Research and source potential clients and build long-term relationships with them through bancassurance model.
Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products.
Advise clients on the insurance policies that best suit their needs and requirements.
Customize insurance programs to suit individual clients.
Deliver approved policies to new clients and explain benefits and risks of the policy
Handle renewing or amending of existing policies for clients.
Fill-out and submit applications, issue quotes, maintain client records and prepare reports.
Achievementof Business targets implementation of company policies.
Keep updated of industry and market trends and best practices.

Desired Candidate Profile :-
Candidate must be minimum 1 year of sales experience in Bancassurance or Insurance sector
Candidate must have excellent Marketing and Communication skills.
One should have good interpersonal skills and time management ability.
Candidate must be Graduate.
Preferably Male candidate



MUTHOOT INSURANCE BROKERS

Sales Manager

Ernakulam

I.I.T.Main Gate

Udhawa

Job Profile -
Sales of Health Policies through agents in the assigned territory
Job Role -
1- Acquiring new health Agents or Advisors on a regular basis. Licensing and tracking activation of the same regularly
2- Handling the health retail Product
3- Building relationships with Health agents.
4- Regular visit on field for sale of health policies with agents or individual.
5- Coordinating with other departments such as Underwriting, Claims, & Operations
6- To meet Agents, Lead providers, intermediaries on regular basis and maintaining records in a planned manner.
7- Training and motivating the health agents to qualify contests and thus bring in incremental business.
Preferred candidate-
1- Alteast 6 months of on field sales experience in Agency / any Insurance product.
2- Graduation is mandatory, candidates holding Diploma or Part Time degree certificate will not fit in criteria.
3- Candidates with operation background will not be fit for this job profile
4- Need to work on 100% on-field for sales of health policies.
Benefits you will receive from our organization-
1 - 5 Days working ( Saturday & Sunday off )
2- Mediclaim and termlife insurance
3- Candidates will be on the payroll of organization.


Icici Lombard

Agency Development Manager

Johar Chowk

Role - Sales Officer (Home Loan) 
Purpose: Will be responsible for meeting targets, identify new sources from assigned geography, and maintain good relationship with sources, achieving efficiency of assigned geography and sources there by achieving the desired productivity expected by the company.
Job description:
Area/ Geography Mapping.

Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle.

Knowledge, Skills & Functional Competency 
Knowledge of the entire geography.
Ability to plan and map the allocated geography into areas/lane to lane.
Ability to use tools and resources to identify potential sources.


Source Relationship Management. 

Responsible for managing the relationship with all sources assigned and identified by him in his geography/area.
Knowledge Skills & Functional Competency 
Ability to understand the potential and ensure the expected LSR, SLR and MS of the source.
Knowledge and ability to use various tools which can be utilized to improve relationship and ratios.


Maintain Reports

Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities.

Knowledge, Skills & Functional Competency
Knowledge of various reports to be maintained 
Ability to capture data in the prescribed format
Ability to understand and perform all functions of diary


Channel Partner Recruitment

Responsible for identification of channel partners

Knowledge, Skills & Functional Competency
Knowledge of BSA empanelment process.
Ability to identify the potential channel partner
Ability to identify whether the BSA falls within the norms and category defined.


Team Huddle

Responsible for attending team huddle on a daily basis as per the set process

Knowledge, Skills & Functional Competency
Knowledge of daily morning huddle process
Ability to provide data in the prescribed format based on business requirements.


Customer Relationship Management

Responsible for enhancing the customer experience by developing and maintaining relationship with customers

Knowledge, Skills & Functional Competency
Ability to sell products and provide required services to customers
Knowledge of KYC documentation
Knowledge of legal documentation and technical process
Knowledge and ability to use sales kit
Ability to analyze credit document and derive eligibility
Ability to handle objections



HR Nexus

Sales Officer - Home Loan

Ghansoli Naka

Job Summary: The Collection Executive / Debt Recovery Agent is responsible for following up with customers who have overdue payments and ensuring timely recovery of outstanding dues. The role involves handling outbound and inbound calls, maintaining customer relationships, negotiating payment plans, and updating records accurately in the system.
Key Responsibilities: Make outbound calls to customers regarding overdue or defaulted payments.
Remind customers of pending dues and negotiate for payment or settlement.
Handle inbound queries related to billing, loan accounts, or payment status.
Maintain and update accurate records of interactions and payment commitments.
Escalate cases requiring further attention or legal action to the supervisor.
Achieve daily, weekly, and monthly collection targets.
Ensure compliance with company policies, RBI guidelines, and data privacy standards.
Maintain professionalism, empathy, and persistence while dealing with customers.
Prepare periodic collection reports and share feedback to improve recovery processes.
Key Skills & Competencies: Excellent communication skills in [English / Hindi / Regional language as applicable].
Strong negotiation and persuasion abilities.
Customer-centric attitude with patience and empathy.
Good computer literacy – MS Excel, CRM tools, or collection software.
Ability to work under pressure and meet recovery targets.
Basic understanding of credit, loans, or financial services preferred.



DPDzero Technologies

Collection Executive / Financial Advisor / Debt Recovery Agent

Tollygunge

Aditya Birla Capital 

Kolkata park street. 



Job Description

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.





Location : Kolkata park street

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


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Banking Insurance Financial Services Jobs In Thrissur - 6817 Verified Vacancies

Relationship Manager

Insurance Executive

Insurance Executive

Relationship Manager

Senior Priority Relationship Manager

Gold Loan Manager

SRO (School Relationships Officer)

Gold Loan Executive

Sales Manager

Sales Manager

Agency Development Manager

Sales Officer - Home Loan

Collection Executive / Financial Advisor / Debt Recovery Agent

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