Jobs

Banking / Insurance / Financial Services

Anywhere in India

Agra

Ahmedabad

Ahmednagar

Ajmer

Aligarh

Amritsar

Asansol

Aurangabad

Bareilly

Belagavi

Bengaluru

Bhavnagar

Bhilai

Bhopal

Bhubaneswar

Bikaner

Chandigarh

Chennai

Coimbatore

Cuttack

Dehradun

Delhi-NCR

Dhanbad

Gorakhpur

Guntur

Guwahati

Gwalior

Hubli

Hyderabad

Indore

Jabalpur

Jaipur

Jalandhar

Jamnagar

Jamshedpur

Jodhpur

Kannur

Kanpur

Kochi

Kolhapur

Kolkata

Kota

Lucknow

Ludhiana

Madurai

Malappuram

Mangalore

Meerut

Mumbai

Mysuru

Nagpur

Nashik

Panipat

Patna

Prayagraj

Puducherry

Pune

Raipur

Rajkot

Ranchi

Saharanpur

Salem

Solapur

Surat

Thiruvananthapuram

Trichy

Udaipur

Ujjain

Vadodara

Varanasi

Vijayawada

Visakhapatnam

Warangal

Admin / Back Office / Computer Operator

Advertising / Communication

Aviation & Aerospace

Beauty, Fitness & Personal Care

Construction & Site Engineering

Consulting

Content, Editorial & Journalism

CSR & Social Service

Customer Support

Data Science & Analytics

Delivery / Driver / Logistics

Domestic Worker

Energy & Mining

Engineering - Hardware & Networks

Environment Health & Safety

Facility Management

Finance & Accounting

Healthcare / Doctor / Hospital Staff

Human Resources

IT & Information Security

Legal & Regulatory

Maintenance Services

Marketing / Brand / Digital Marketing

Media Production & Entertainment

Operations

Production / Manufacturing / Engineering

Product Management

Project & Program Management

Purchase & Supply Chain

Quality Assurance

Research & Development

Restaurant / Hospitality / Tourism

Retail & eCommerce

Risk Management & Compliance

Sales & BD

Security Services

Shipping & Maritime

Software Engineering

Strategic & Top Management

Tailoring, Apparel & Home Furnishing

Teaching & Training

UX, Design & Architecture

Popular Job Localities

Popular Job Companies

Popular Job Departments

Jobs in Top Cities

Popular Job Type

Start Hiring

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

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

Keshari Nagar

Laxmisagar

Bajaj Allianz Life Insurance Company Limited

Team 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

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

Ahmedabad (Rural) District Court

Chimanbhai Patel Institute

✅ Hiring: Options Client Acquisition Specialist | Ahmedabad
Location: Ahmedabad
Department: Derivatives / Options Desk
Experience: Minimum 4 years in Broking / Capital Market Sales
Role Type: Full-time, On-site
Role OverviewWe are hiring an experienced professional to drive options trading client acquisition and manage volume growth through digital & on-ground trader networks.
Key Responsibilities• Acquire active Options trading clients through
Telegram groups, trading communities, influencers, institutes & events
• Reactivate inactive or low-trading option clients
• Increase trading volume from existing clients
• Explain product features and handle client queries
• Provide support on trading platforms & tools
• Build & maintain strong relationships with traders & investors
Requirements• Minimum 4+ years experience in stock broking / capital markets
• Strong knowledge of Derivatives & Options trading
• Experience working with trader communities preferred
• Excellent communication and networking skills
• Able to drive client acquisition & trading volumes
Why This Role• Work with active trader ecosystem
• Opportunity to scale in fast-growing options segment
• Dynamic market-facing desk role, no field sales pressure tone
Apply Now📞 7096087107
📧 hr.headsbase@gmail.com
📍 Ahmedabad


Headsbase Consultancy

Options Client Acquisition Specialist

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

Ahmedpur

Budha Gaon

NIVA BUPA HEALTH INSURANCE 
AXIS BANK 
CTC 3.5


Niva Bupa Health Insurance Company

Relationship 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 .







 



Chadha Investment Consultant

Relationship Officer

Darshali

Gotri Road

Walk-In Interview

ESAF Small Finance Bank
Date: 29-10-2025
Time: 09:00am - 02:00pm
Qualification: Graduation
Experience: Minimum 1 year experience is required (Preferred Banking and NBFC Experience)

Vacancies Available:
Branch Head
Assistant Branch head
Gold Loan Officer
Business Development Officer
Business Development Manager


Do connect on 8714686755 / apeksha.shesha@gramproindia.com


Esaf Small Finance Bank Limited

Gold Loan Officer

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



Business Partner / Financial Consultant / Life Advisor

Team Leader

Nai Duniya

MR 10 Road

Envision Infotech

Stock Market Specialist

St Joseph Boys High School

🧩 Job Title: Senior Lead Associate Manager
Department: People Management & Team Handling Operations    
Location: Bangalore - Urban
Employment Type: Full-Time/ Part Time / Work From Home.

 🎯 Role Overview

The Senior Lead Associate Manager plays a pivotal role in driving people-centric strategies across business units. This role is responsible for managing team dynamics, fostering a high-performance culture, and aligning HR initiatives with organizational goals. The ideal candidate will be a proactive leader, skilled in employee engagement, conflict resolution, and operational excellence.

🛠 Key Responsibilities
👥 People Management & Team Handling
- Lead and mentor cross-functional teams to ensure alignment with business objectives.
- Drive employee engagement initiatives, recognition programs, and team-building activities.
- Resolve interpersonal conflicts and performance issues with empathy and assertiveness.
- Conduct regular one-on-one check-ins and team reviews to monitor morale and productivity.

 🧠 Strategic HR Partnership
- Collaborate with business leaders to identify workforce needs and talent gaps.
- Support organizational change initiatives including restructuring, role redesign, and succession planning.

 📈 Performance & Development

- Facilitate performance management cycles, feedback sessions, and development plans.
- Identify training needs and coordinate learning interventions to upskill teams.
- Promote a culture of continuous improvement and leadership development.

 ✅ Qualifications & Skills

- Bachelor’s or Master’s degree in , or related field.
- 3–5 years of experience in team or people management roles.
- Strong interpersonal and communication skills—both written and verbal.
- Experience in policy drafting, team motivation, and operational execution.

 🌟 Preferred Attributes
- Strategic thinker with a hands-on approach.
- Passionate about building positive, high-performing teams.
- Strong design sensibility for visual communication and branding.
- Familiarity with internal contests, recognition frameworks, and employee lifecycle management.


AI Resume builder

AI Resume checker

AI Cover letter generator

Blog

Banking Insurance Financial Services Jobs - 6724 Verified Vacancies