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Raja Mandi

Panchkuian


Job Summary:We are seeking a motivated and result-driven LIC Insurance Advisor to join our growing team. As an advisor, you will be responsible for promoting and selling life insurance policies offered by LIC of India. This role is ideal for individuals looking for a flexible career with high earning potential and the opportunity to make a meaningful impact on people's lives by helping them secure their financial future.

Key Responsibilities:
Identify and approach potential clients through networking, referrals, and cold calling.
Understand clients' financial needs and recommend suitable LIC policies.
Explain policy details, benefits, and premium structures to clients.
Assist clients in completing policy applications and documentation.
Maintain long-term relationships with clients and provide post-sales support.
Stay updated on LIC's latest products, policy changes, and market trends.
Meet sales targets and report regularly to the agency manager or development officer.



LIC Insurance Advisor

Kallayam 

Jagathy 

Relationship manager has to meet customers in person for analysing their needs and present a suitable solutions for the customers financial planning,with Life Insurance,Health insurance and Mutual funds of Different companies


Iva Insurance Broking Private Limited

Relationship Manager

Ahmedpur

Budha Gaon

NIVA BUPA HEALTH INSURANCE 
AXIS BANK 
CTC 3.5


Niva Bupa Health Insurance Company

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

Subramanya Nagar

Indiranagara

SBI life insurance is doing recruitment recruitment. interest candidates only apply.


Sbi Life Insurance Company Limited

Unit Manager

Rashtrapati Bhavan

Nehru Enclave


About HDFC Life Insurance: HDFC Life Insurance is one of the leading life insurance companies in India, committed to providing a wide range of insurance products to secure the future of families across the country. We offer a comprehensive suite of life insurance solutions, ranging from protection to savings and investment plans.
Job Overview: We are looking for a highly motivated and results-driven Agency Partner to join our dynamic team at HDFC Life Insurance. As an Agency Partner, you will be responsible for recruiting and managing a network of agents, driving sales growth, and ensuring that customers receive exceptional service while helping them protect their financial future through our life insurance products.

Age Criteria : 25 + to 60

Key Responsibilities:
Agency Recruitment & Development:


Recruit, train, and develop a team of agents to build a robust agency network.
Conduct regular meetings with agents to ensure proper guidance, motivation, and skills development.
Provide agents with continuous learning opportunities to enhance their knowledge of life insurance products and sales techniques.

Sales & Revenue Generation:


Achieve sales targets by driving the team of agents to meet their individual and collective goals.
Monitor and support agents in their sales process, helping them close business and ensure customer satisfaction.
Cross-sell and up-sell HDFC Life products based on customer needs analysis and market trends.

Customer Relationship Management:


Build and maintain strong relationships with clients, providing them with personalized insurance solutions.
Ensure high levels of customer retention and satisfaction through excellent after-sales service.

Compliance & Reporting:


Ensure all operations and business activities are conducted in compliance with the company’s policies, regulatory guidelines, and industry standards.
Maintain accurate records and report regularly on sales performance, agent development, and market conditions.

Market Analysis & Strategy Development:


Stay updated with market trends, competition, and regulatory changes to ensure that HDFC Life remains competitive.
Develop strategies for expanding business opportunities and improving market penetration.



Hdfc Life Insurance Company Limited

Team Leader

College Square

Park Street

* Aditya Birla Capital Kolkata park street
* Job Description
* Providing strategic advice across a variety of financial products and services.
* oversees the operations of an agency, including managing staff, developing business strategies, and maintaining client relationships
* 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.
* - Opportunity to progress to the position of Branch Manager, at the end of 12 months.
* Location : Kolkata park street We would be pleased to meet with you for further inquiries.


Aditya Birla Capital Limited

Team Manager

Gandhi Nagar Mod

Vidyadhar Nagar

Jai Baba Sales

Insurance Sales Executive

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

Nai Duniya

New Palasia

TELE CALLING JOB, 9 AM TO 6 PM .
FIX SALARY FROM 15000 -50000 DEPANDING UPON TO INTERVIEW.


SS Broking

Stock Market Specialist

Sohna Chowk Gurgaon

Agency Sales: Recruiting Advisors from your own social network, then getting business through them by trained them and Motivate.
Direct Sales: Getting business from 100% leads provided by the company.
Bancassurance: Getting insurance business by sitting in alloted branch for a Particular Bank


Max Life Insurance Company Limited

Agency Manager

Bhawanipur

Kotak Life Insurance

Assistant Branch Manager

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 .







 



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