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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

I.I.T.Main Gate

Johar Chowk

Job Position: Wealth Manager

Job Location : Ghatkopar

1- 2 years Experience

Salary: As per profile

Age Criteria - 45


Job Objective: Drive AUM growth through client management and new customer acquisition via HNI and corporate channels. Ensure revenue growth by cross-selling products. Individual contributor role.

Job Description: 
•       Build AUM with strategic sales plans.
•       Cross-sell products and update clients on market trends.
•       Conduct financial planning for HNI and retail clients.
•       Suggest tailored investment solutions.
•       Review and diversify portfolios.
•       Expand client database for various financial products.
•       Conduct sales calls and follow-ups.
•       Showcase products in marketing activities.

Industry: Financial Services
Employment Type: Full-time


Darsh Recruitment Consultancy

Wealth 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

Keshari Nagar

Laxmisagar

Bajaj Allianz Life Insurance Company Limited

Team Leader

Ahmedpur

Budha Gaon

NIVA BUPA HEALTH INSURANCE 
AXIS BANK 
CTC 3.5


Niva Bupa Health Insurance Company

Relationship Manager

Porur

Tambaram East

Should have the capability to Recruit & handle a team with support from Leaders & Managers


Kotak Life Insurance

Recruitment Associate

Subramanya Nagar

Kailasipalyam

Combined Job Description for Financial Consultant/ Life Advisor / Business Partner:

For Financial Consultant/ Life Advisor:

Lead Generation & Prospecting
Lead generation for insurance agents is important to bring more business to the company as well as improve their income prospects. The primary role of insurance agent is to continuously engage in database collection to connect with new clients.

Consulting Clients and Assessing Needs
Communicating with the clients and assessing their needs is the most important insurance agent duties. It helps in suggesting plans to align with their needs and financial goals. The approach of assisting the client to make an informed decision builds trust and ensures customer satisfaction, which is also a key responsibility of an insurance advisor.

Policy Sales
One of the key functions of an insurance agent is converting leads to sales. This involves providing information about all the available products and explaining the benefits, terms and conditions, and cost of each product. The agent also assists the clients in selecting a product to suit their requirements and navigates them through the application process till the policy issue.

Follow-ups & Customer Relationship Management
Follow-ups and customer relationship management are the most important insurance agent duties and are crucial for business development and maintaining existing customers. An insurance agent follow-up strategy can work wonders in completing the insurance sales process and increasing numbers. Not only does it help in initiating an application, but it ensures timely policy renewals. Keeping continued relationships with clients is another major insurance agent job role that gives an assurance that they can reach out to the agent for assistance at any time. This strategy ensures customer satisfaction and long-lasting relationships.

Post-Sale Services & Claim Assistance
The role of insurance agent does not end with policy sales. Post-sale services and claim assistance are a part of the customer relationship in insurance. Attending to customer queries, helping them with policy renewals, updating them about policy guidelines, and assisting in the claims fosters trust and long-term satisfaction.

For Business Partner:

An HDFC Business Partner's role involves recruiting, training, and managing a team of financial consultants or agents to meet sales targets, while also focusing on customer relationships and business growth. Key responsibilities include driving sales through the team, ensuring business quality, providing pre- and post-sales support, and using digital tools to enhance productivity. There are different types of business partners, such as Agency Business Partners focused on insurance sales and Human Resource Business Partners, who support the HR function

Team Management: Recruit, train, and mentor a team of Financial Consultants (agents) to sell life insurance products. 


Sales and Business Development: Drive sales activities with the team, meet prospective customers, and achieve business targets and premium goals


Business Support: Provide pre- and post-sales support to customers and ensure advisors maintain high standards of service and business quality. 


Performance Monitoring: Ensure business persistency and quality, monitor team performance, and promote the use of digital platforms for productivity. 


Market and Data Analysis: Analyze market trends and data to develop strategies for business expansion and new customer acquisition
Walk in date : 7th Nov



Hdfc Life Insurance Company Limited

Business Partner / Financial Consultant / Life Advisor

Rajouri Garden / Good Friends Colony / Bhai Daya Singh Nagar

Reliance Nippon Life Insurance Company Limited

Life Planning Officer

Indiranagara

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


Sbi Life Insurance Company Limited

Unit Manager

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

Ram Manohar Colony

Kaumi Ekta Kachhi Basti

NIVA BUPA HEALTH INSURANCE 
banca channel sitting with multiple banks 
ctc 3.8 



Gandhi Nagar Mod

Vidyadhar Nagar

Jai Baba Sales

Insurance Sales Executive

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

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.


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Banking Insurance Financial Services Jobs In Udupi - 6667 Verified Vacancies

Loan Manager

Wealth Manager

Stock Market Specialist

Team Leader

Relationship Manager

Recruitment Associate

Business Partner / Financial Consultant / Life Advisor

Life Planning Officer

Unit Manager

Relationship Manager

Relationship Manager

Insurance Sales Executive

Lic Agent

Insurance Claims Specialist