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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

College Square

Kalighat

Housewife and retired persons are invited who are looking for income and career building with some additional benifits..


Kotak Life Insurance

Insurance Agent/Advisor

Ahmedpur

Budha Gaon

NIVA BUPA HEALTH INSURANCE 
AXIS BANK 
CTC 3.5


Niva Bupa Health Insurance Company

Relationship Manager

Gandhi Nagar Mod

Goshala

NIVA BUPA HEALTH INSURANCE CREDIT LIFE CHANNEL ,AXIS BANK.
RELATIONSHIP MANAGER 
CTC-3.5


Santoshi Mata Chowk

Council Hall (Police Commissioner Office)

Hello, We are urgently hiring for Agency manager.

👤 Position: Agency Manager
 🏢 Company: Bimakart Insurance Broker
 🌍 Location: Pan India
💰 Salary: Fixed CTC (Hike on previous salary) + Unlimited Incentives
We’re hiring ambitious candidates to join our team!
 Your role will include:
 ✅ Recruiting and managing a team of agents
 ✅ Achieving monthly sales targets
 ✅ Exploring new business opportunities
Requirements:
0–2 years in sales/marketing (Insurance preferred)
 Minimum HSC / Graduate
 Good communication skills
 Bike + valid driving license mandatory
🌟 Benefits:
High fixed salary with fast career growth
 Unlimited incentives
 Leadership opportunities
📞 Interested?
Contact Omkar Jadhav – 9822210941
🚀 Join Bimakart Insurance Broker – India’s Trusted Insurance Partner!



Reinsurance and Investment Services 

Agency Manager

Christurajupuram

Bramanadha Reddy Nagar

Exp in Banking , call center, or financial institutions or any other field —-Direct hdfc bank rolls job to handle the team of 10 to 12 bank staff. PURLY HANDLE TELECALLING TEAM OF CUSTOMER SERVICE (no sales)


Hdfc Bank Limited

Telecalling Executive/Manager

Khokhaddad

Junction Plot

As a Sales Manager at Orenda Finserv LLP, you will play a pivotal role in driving business growth by managing and expanding relationships with channel partners. You will be responsible for generating loan business (Personal Loans & Business Loans) through effective partner engagement, ensuring smooth coordination of loan files between bankers and channel partners, and achieving assigned sales targets.

Develop, manage, and strengthen relationships with existing and new channel partners to generate consistent loan business.
Ensure effective coordination of loan applications/files between bankers and channel partners for smooth processing.
Expand the partner network by identifying and onboarding new business associates, DSAs, and financial consultants.
Monitor and follow up on leads generated through channel partners to ensure timely conversion.
Provide regular updates and reports to senior management on sales performance, partner activity, and pipeline status.
Ensure compliance with company policies and lending partner requirements during the loan process.
Maintain high levels of satisfaction by ensuring timely service and issue resolution.

.


Orenda Finserv

Sales Manager

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

Kataharimahurasar

Wealthvalley Insurance Marketing Private Limited

Business Development Manager (BDM)

Keshari Nagar

Laxmisagar

Bajaj Allianz Life Insurance Company Limited

Team Leader

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.


Dhanalakshmi Havan Worldwide Private Limited

Sr. Lead Associate Manager

Nai Duniya

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.


Icici Lombard

Insurance Claims Specialist

Scheme No.54

Param Nivesh

Senior Sales Executive

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.


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Banking Insurance Financial Services Jobs - 6798 Verified Vacancies

Options Client Acquisition Specialist

Insurance Agent/Advisor

Relationship Manager

Relationship Manager

Agency Manager

Telecalling Executive/Manager

Sales Manager

Business Partner / Financial Consultant / Life Advisor

Business Development Manager (BDM)

Team Leader

Sr. Lead Associate Manager

Insurance Claims Specialist

Senior Sales Executive

RM Royale/RM Platinum

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