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Gandhi Nagar Mod

Govind Marg

Position: Gold Loan Officer
Experience: 1 Year Minimum
Should have experience in Gold Valuation, Gold Appraisal, and Gold loan Sales
Location: Jaipur, Udaipur and Tonk
Interested candidates can connect on 8714686755


Esaf Small Finance Bank Limited

Gold Loan Officer

Rashtrapati Bhavan

Noida Sector 16

WE ARE HIRING CANDIDATE FOR LOAN ANDS INSURANCE SERVICES YOUR ROLE WILL INCLUDE EXPLAINING LOAN AND INSURANCE PLANS TO CUSTOMERS, AASISTING WITH APPLICATION, AND MAINTAINING CLIENT RECORDS.


Crix Capital

Loan Executive

Birubari

NH-37

Retail partner..team management,customer handling,sales skill


Bajaj Allianz Life Insurance Company Limited

Retail Partner

Subramanya Nagar

Kailasipalyam

Job Description: Sales Manager - Bancaassurance
 
Job Title Sales Manager
Location : Branch Office
Department : Bancaassurance
Based out of Location……………..
 
Role and Responsibilities
Maintain punctuality and discipline as per norms
Generate leads through Branches of Banca Partner
Conduct customer engagement activities as per plan
Work on Leads and update the same on LMS
Fact finding and need analysis
Carry out financial planning activity
Prepare and present the financial solution
Support in Execution of the financial plan
Providing post sale service to the customer
Collection of due renewal premium
Share reports and MIS within prescribed timelines



Pramerica Life Insurance Ltd

Bancassurance Manager

Ahmedabad (Rural) District Court

Maganpura

Step7

Telecaller

I.I.T.Main Gate

Patli Pada

Job Description
We are looking for a driven and client-focused Investment Relationship Manager to join our growing team. The role involves assisting clients with their investment and financial planning needs, maintaining strong relationships, and working closely with senior partners to deliver high-quality advisory services.This is an excellent opportunity for fresh graduates or early-career finance professionals to gain hands-on exposure in wealth management, client handling, and investment advisory.
Key Responsibilities
Support senior partners in managing and servicing client portfolios.
Understand client goals, risk appetite, and suggest appropriate investment solutions.
Conduct portfolio reviews, track performance, and prepare client reports.
Assist in KYC, SIP, and account opening processes.
Coordinate with fund houses, RTA, and platforms for operational requirements.
Maintain CRM and ensure regular client communication and follow-up.
Attend client meetings (primarily in Mumbai region) with senior advisors.
Keep updated on market trends, new fund launches, and product developments.


SP Wealth Associates

Investment Relationship Manager

Telephone Exchange (C. G. Road)

The Boston Consulting

Agency Manager

Jayanagar

Criteria:
 
Life Insurance Experience Mandatory
Graduation Mandatory
Required Good Communications


Eminent HR Solutions

Porur

Aalathur IE

Sr.Key Responsibilities1New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML2Ensure successful onboarding of customer for a smooth transition to branch banking team. 3Activation of customer – Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB. 4Activities for lead generation 5Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams  (RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer  
Qualifications and Experience Requirement
QualificationsMinimumGraduate Preferred MBA + IRDA qualifiedExperienceEssential2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segmentMust possess good knowledge of commercial catchments and business segments for new to bank acquisition.Should know the local language. 
Competency Requirements
Technical Skills
SkillAttributeComputer SkillsGood skills of Excel. Banking KnowledgeCandidates with basic knowledge of Business Banking, Trade/FX will be preferable.  
Behavioural Skills
SkillAttributeCommunication SkillsGood written & verbal communication. Fluency in English (written and spoken) Presentable and with High Grooming standards 


Veerwal Getwork Services Private Limited

Relationship Manager

Nai Duniya

Scheme No.54

Job Description

              Key Responsibilities

* Handle sales of financial/advisory products & services.

* Convert leads into active clients through effective communication and follow-ups.

* Build and maintain strong client relationships to ensure repeat business.

* Explain stock market products, investment plans, and trading strategies to clients.

* Meet daily, weekly, and monthly sales targets.

* Coordinate with the research team to provide clients with relevant insights.

* Maintain records of sales activities and client interactions.

Requirements

* Minimum 6 month of experience in sales within the stock market domain

* Must have worked in an advisory / broking Firm.

* Strong understanding of equity, derivatives, and financial markets.

* Excellent communication, negotiation, and presentation skills.

* Ability to handle high-pressure sales targets.

* Self-motivated, with a result-oriented approach.

  Education 

* Graduate in any discipline (MBA/Finance background preferred).

Salary & Benefits

* Salary: Competitive, with hike on last drawn salary

* Attractive incentives based on performance.
(Employees achieving 50% of their monthly target will be eligible for a 5% incentive, while those achieving 100% of the target will receive a 10% incentive).

* Career growth opportunities in a fast-growing SEBI-registered advisory.


Muhurat Investing Investment Advisor

Stock Market Specialist

Marathahalli

Essential Duties and Responsibilities:
1. Business & People Related Responsibilities:
 Ensure growth of the branch revenue, profitability and sustainability through client interaction
and branch team management.
 Arrange regular investor interactions and meetings to enhance relationship value and expand
the client base.
 Engage with HNIs, new prospects and important customers of the branch to ensure customer
satisfaction, and brand visibility.
 Identify suitable talents for recruitment for placing the best available talent.
 Provide appropriate handholding to new joiners and support with training and guidance to
ensure that branch staff are fully equipped with knowledge, and they stay updated.
 Help and guide team to resister for and get necessary certification and thus improve skill.
 Engage with team and ensure retention of team colleagues. Own one’s team.
 Execution of lead generation activities and investor awareness programmes.
 Assess branch performance through periodic reviews based on metrics like revenue per
employee and branch profitability, as well as weekly reviews.
 Gather market intelligence and competitor analysis, which shall aid him/her in improving
business.
 Maintain adequate internal/external audit scores
 Incorporation of ESG (Environmental-Social-Governance) principles into Business practices.
2. Administration & Systems Related Responsibilities:
 Ensure timely payment of Annual Maintenance Costs (AMC) for all assets in order to maintain
business continuity.
 Ensure proper digital hygiene for all users and their devices.
 Liaison with vendors and ensure smooth operation of the branch.
 Conduct regular checks to ensure proper functioning of all branch equipment, both electrical
and non-electrical.
 Ensure regular follow-up and updations in CRM for the branch team.
 Report the need for replacement of outdated assets or scrap items to the designated committee
or the Administrative department in Head Office.
 Uphold a prudent housekeeping standards and secure storage of office documents, client
records and keys.
 Adherence to specified office timing for opening and closure of the branch.
3. Operations Related Responsibilities:
 Supervise daily branch operations including pay-ins, payouts, and customer grievance
resolution, referencing reports in the back office.
 Mitigate risk through regular monitoring of client positions, training team members to
prevent trade and/or other business transaction errors, and timely collection from debtors.
Ensure prompt deposit of pay-in cheques and proper management of petty cash payments incompliance with branch operational guidelines.
 Manage client grievances for suitable and timely solution, as mentioned in the branch
operations manual.
 Expedite account opening processes to minimize rejections (first time correct), verifying offmarket and closing cum transfer requests, and following up with head office departments
regarding client document updates, as per the branch operational manual.
 If a dealer is on planned leave, then the Branch Head should map terminals accordingly in
order to maintain business continuity.
 Report branch activities to the Regional Manager and State Head periodically.
4. Guidelines for Compliance & Statutory Management:
 Ensure compliance with Securities Exchange Board of India (SEBI) regulations for account
openings and share transactions.
 Ensure the timely completion of all compliance-related activities.
 Ensure display of all mandated licenses, notices, and certificates in the branch notice board.
 Maintain all necessary statutory documents and registers in accordance with guidelines
outlined by different departments at Head office.
 Management and compliance with voice logger system.


Quess Corp Limited

Insurance Sales / BD Manager

Hosapalya

Experience: 7–12 years in Collections / Finance domain
Package: Up to 5.4 LPA
Positions: 2
About the Role:
The Collections Assistant Manager will support strategic planning and execution of collections operations. This role requires experience in team management, process optimization, and reporting, ensuring that operational targets are consistently met.
Key Responsibilities:
Oversee multiple collections teams and ensure adherence to KPIs
Implement process improvements to enhance productivity and recovery rates
Prepare and present weekly/monthly performance reports to senior management
Handle escalated customer issues and ensure resolution within SLA
Conduct regular training, coaching, and performance appraisals for team members
Ensure compliance with regulatory and company guidelines

Required Skills & Qualifications:
7–12 years of experience in Collections, Finance, or Debt Recovery Operations
Strong team leadership and stakeholder management skills
Excellent analytical and problem-solving abilities
Familiarity with CRM tools, collection software, and reporting systems



Skills & Requirements
Required SkillsCollections OperationsFinance OperationsDebt Recovery OperationsTeam LeadershipStakeholder ManagementAnalytical SkillsProblem-solvingCRM ToolsCollection SoftwareReporting Systems
Preferred Skillsfinance operations
Experience
7 - 12 years
Education
Graduation (10 + 2 + 3)
Age Range
28 - 35 years
Languages Required
English


One point one

Collection Assistant Manager

Chhavni

We are hiring for stock market sales who have an experience in stock market minimum 6 month


Aura Securities

College Square

*“Our Motive : Hum Se Aage Hum…. Be Unlimited”*


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Job Description
‼️ *Post: -Insurance Consultant/ Retail Partner*

‼️ *Role and Responsibilities* : - The ideal candidate will be responsible for overseeing all the areas of operations including recruitment, training , business operation, management and team leading.
▫ Salary : Pay On + incentives
▫ Recruitment Process : Interview + IRDAI Exam + OJT
▫ IRDAI Exam Center: NSE-IT Center(Near your Location)
▫ Location: This hiring is being Done for Kolkata Branch head Office
▫ Office Working Days : 5 Days(Monday to Friday) 
Working Time : 9:30 AM to 5:00 PM

T&C :
▪ This Job is work from home / Work From Office and Basic + Allowance + DBI + MPI Incentive job.
▪ If you get selected in interview then your next step will be exam of IC
 

Company Benefits : 

▪ Provident Fund
▪ Medical Benefit
▪Zero Pressure. ▪ Incentives(Unlimited)
▪ Official Tour (National/International)
▪ Gift and Certificates

Note :
▪ Join 5 minutes before to Interview
▪ Video must be ON & keep Mute( join Audio click on cellular data and join then mute)
▪ Rename your device name as per resume
▪ Make insure your proper internet connection
▪ Required Language : English & Hindi.

▫ Confirm Your Availability Here


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Banking / Insurance / Financial Services Jobs - 7184 Verified Vacancies

Gold Loan Officer

Loan Executive

Retail Partner

Bancassurance Manager

Telecaller

Investment Relationship Manager

Agency Manager

Bancassurance Manager

Relationship Manager

Stock Market Specialist

Insurance Sales / BD Manager

Collection Assistant Manager

Stock Market Specialist

Sales Team Leader

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