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I.I.T.Main Gate

Mumbai

Nelco Company Bus Stop

Role: Wealth Manager
CTC: Up to ₹7 LPA
Age Limit: Up to 35 Years
Experience: 2–8 Years
Roles & ResponsibilitiesAcquire and manage High Net Worth Individual (HNI) and affluent customers.
Build and maintain long-term relationships with clients to understand their financial goals and investment needs.
Promote wealth management, life insurance, and investment solutions to existing and prospective customers.
Generate revenue through cross-selling and upselling of insurance and financial products.
Provide financial planning and investment guidance based on customer requirements.
Achieve monthly, quarterly, and annual sales targets as an Individual Contributor (IC).
Conduct regular client meetings and portfolio reviews to ensure customer satisfaction and retention.
Generate leads through references, networking, and company-provided opportunities.
Ensure high levels of customer service and timely resolution of client queries.
Maintain accurate records of sales activities, client interactions, and business opportunities.
Stay updated on market trends, investment products, and regulatory guidelines.
Adhere to company compliance and operational policies while handling customer transactions.
Preferred Candidate Profile2–8 years of experience in Wealth Management, Banking, Life Insurance, or Financial Services.
Experience in handling HNI/Elite customers.
Strong sales and relationship management skills.
Good communication, presentation, and negotiation abilities.
Target-oriented with a proven track record in revenue generation.
Stable career history with a customer-centric approach.



Wealth Manager

Santoshi Mata Chowk

Council Hall (Police Commissioner Office)

Job Title: Area Sales Manager (ASM) - DSA Channel (Home Loans) Location: Bangalore/Hyderabad/Mumbai/Pune/Gurgaon Reports To: Regional Sales Manager Job Overview: The Area Sales Manager (ASM) for the DSA (Direct Sales Agent) Channel will be responsible for driving home loan sales through a network of direct sales agents. This role involves recruiting, training, and managing DSA partners, generating business leads, ensuring smooth loan processing, and achieving sales targets. The ASM will work closely with both the internal sales team and external DSA partners to grow the business and meet organizational goals. Key Responsibilities: 1. Sales Target Achievement: o Achieve and exceed monthly, quarterly, and annual home loan sales targets by effectively managing the DSA channel. o Ensure that DSAs meet their targets by providing them with necessary support and resources. 2. DSA Recruitment &amp; Onboarding: o Recruit and onboard new DSA partners to expand the sales network. o Conduct training sessions to onboard and continuously educate DSA agents about home loan products, processes, and compliance standards. 3. DSA Relationship Management: o Build and maintain strong, long-term relationships with DSA agents to encourage consistent business. o Regularly engage with DSAs to understand their challenges, provide solutions, and ensure smooth processing of home loan applications. 4. Lead Generation &amp; Conversion: o Collaborate with DSAs to generate leads and drive conversions of prospects into home loan customers. o Monitor the DSA agents&#39; lead generation efforts, ensure quality control, and help close high-value deals. 5. Market Analysis &amp; Strategy: o Analyze the performance of DSAs in the region and provide guidance to improve sales outcomes. o Implement strategies to boost market penetration for home loans and identify opportunities for growth. 6. Sales Performance Monitoring: o Monitor daily, weekly, and monthly sales performance of DSA agents. o Provide regular performance feedback and set action plans to address performance gaps. 7. Compliance &amp; Risk Management: o Ensure that all home loan applications processed by DSAs are compliant with company policies and regulatory requirements. o Identify and mitigate risks related to DSA activities, loan documentation, and customer interactions. 8. Collaboration with Internal Teams: o Work closely with internal teams (Credit, Operations) to ensure smooth processing of loan applications from DSA leads. 9. Reporting &amp; Documentation: o Provide regular updates to the senior management on DSA performance, sales achievements, challenges, and market trends. o Ensure accurate reporting of all sales activities and pipeline data. Key Skills and Qualifications:  Experience: 5 years of experience in sales in home loans or financial services. Prior experience with managing team and working with DSA agents is required.  Education: Bachelor’s degree in Business, Finance, Marketing, or a related field.  Sales Expertise: Strong sales skills and a proven track record of meeting or exceeding targets, especially in financial products like home loans.  DSA Management: Experience in managing and motivating DSA agents or channel partners.  Communication Skills: Excellent verbal and written communication skills to build relationships with DSA agents and customers.  Product Knowledge: Deep understanding of home loan products, processes, documentation, and industry regulations.


Area Sales Manager

Mercurim

Panaji (Panjim, Pangim)

Bancassurance / Sales
Location - Goa
CTC - upto 4 LPA


Job Purpose

To drive life insurance sales through assigned bank branches by building strong relationships with bank staff and acquiring customers for insurance products.

Key Responsibilities
Generate business through mapped bank branches.
Build and maintain relationships with branch managers and bank employees.
Cross-sell life insurance products to bank customers.
Conduct customer meetings and financial need analysis.
Achieve monthly sales and premium targets.
Provide product training and support to bank staff.
Ensure proper documentation and policy issuance process.
Maintain persistency and customer service standards.
Participate in branch activities, lead generation campaigns, and customer Events.

Interested Candidates can share their cv on same number 
8448995474
himanshi.khera@Inteliismith.com
Himanshi Khera!


Relationship Manager

Sanvordem

Job description -  

 Position - (Relationship Manager)

Channel: Life Bancassurance

CTC: 3.75 LPA (Total depends on your interview performance and last CTC) 

Age Criteria: Up to 35 years

Experience Required:

Minimum 1 year in Sales or Life Insurance or freshers 

Good communication skills
Active and result-oriented candidate

Role & Responsibilities:

Handle and manage bank customers (bancassurance channel)

Generate life insurance business through bank leads

Build strong relationships with bank staff and customers

Achieve monthly/quarterly sales targets

Explain insurance products clearly to customers

Follow up on leads and close sales effectively

Ensure proper documentation and policy servicing


Gopipura

Sosyo Circle

Job description-

Job Opportunity RM (Relationship Manager)

Channel: Life Bancassurance

CTC: 3.75 LPA

Location: Surat

Age Criteria: Up to 35 years

Experience Required:

Minimum 1 year in Sales or Life Insurance

Good communication skills

Active and result-oriented candidate

Role & Responsibilities:


Handle and manage bank customers (bancassurance channel)

Generate life insurance business...



Shivale

Job description-

Job Opportunity RM (Relationship Manager)

Channel: Life Bancassurance

CTC: 4 LPA

Location: South Mumbai

Age Criteria: Up to 40 years

Experience Required:

Minimum 1 year in Sales or Life Insurance
Good communication skills
Active and result-oriented candidate
Role & Responsibilities:

Handle and manage bank customers (bancassurance channel)
Generate life insurance business through bank leads
Build strong relationships with bank staff and customers
Achieve monthly/quarterly sales targets
Explain insurance products clearly to customers
Follow up on leads and close sales effectively
Ensure proper documentation and policy servicing

Interested candidates can share their updated resume at damini.chourey@gmail.com | 9217349234


Ahmedabad (Rural) District Court

Chaiteshwar Mahadev

Job description-


Job Opportunity RM (Relationship Manager)


Channel: Life Bancassurance


CTC: 3.75 LPA

Location: Ahmedabad


Age Criteria: Up to 35 years


Experience Required:

Minimum 1 year in Sales or Life Insurance


Good communication skills

Active and result-oriented candidate

Role & Responsibilities:



Handle and manage bank customers (bancassurance channel)

Generate life insurance business through bank leads

Build strong relationships with bank staff and customers

Achieve monthly/quarterly sales targets

Explain insurance products clearly to customers

Follow up on leads and close sales effectively

Ensure proper documentation and policy servicing


Interested candidates can share their updated resume at damini.chourey@gmail.com | 9217349234


Position Title: Relationship Manager - Home Loan Sales DSA
Department: Sales
Location: Bangalore/Hyderabad/Pune/Mumbai/Gurgaon
Reports To: Area Sales Manager

Job Summary:
The Relationship Manager for Home Loan Sales (DSA) will be responsible for driving sales of home
loans through a network of Direct Sales Agents. The individual will support DSAs in achieving their
sales targets, assist in identifying new business opportunities, and ensure a smooth loan process for
customers. This role will also involve providing ongoing guidance and training to DSAs to enhance
their performance and ensure high-quality service.

Key Responsibilities:
1. Sales &amp; Business Development:
o Achieve sales targets for home loans through a network of DSAs.
o Identify and onboard new DSAs to expand the sales network.
o Develop and implement strategies to generate leads and convert them into home
loan sales.
o Provide guidance to DSAs on improving their sales pitch and techniques.
2. Customer Relationship Management:
o Build strong relationships with potential home loan customers and ensure they have
a positive experience throughout the loan process.
o Address customer queries and concerns promptly, ensuring customer satisfaction.
o Coordinate with the processing team to ensure smooth loan approval and
disbursement.
3. Loan Process Management:
o Support DSAs in gathering all necessary documentation for loan applications.
o Ensure that all loan applications processed by DSAs are complete, accurate, and
comply with internal policies.
o Work with credit teams to ensure timely loan approvals and disbursements.
4. Market Knowledge:
o Keep up-to-date with industry trends, competitor products, and market conditions.
o Share insights with the sales team to identify new business opportunities and
improve sales strategies.

5. Reporting &amp; Compliance:
o Track and report on sales progress for both individual DSAs and the team as a whole.
o Ensure that all DSA activities are in compliance with regulatory requirements and
company policies.
o Maintain and update customer data and sales records in CRM systems.

Skills and Qualifications:
 Educational Qualification: Graduate in any discipline. A background in finance, sales, or
marketing is preferred.
 Experience:
o Minimum 2-3 years of experience in home loan sales or financial product sales.
o Prior experience managing DSAs or sales teams is a plus.
 Key Skills:
o Strong interpersonal and communication skills.
o Good negotiation skills and the ability to close deals.
o Strong relationship-building capabilities.
o Knowledge of home loan products, interest rates, and market trends.
o Ability to provide mentorship and support to sales agents.
 Technical Skills:
o Familiarity with MS Office, CRM tools, and loan processing software.


Relationship Officer

ob description
Job Opportunity RM (Relationship Manager)

CTC: 3.75 LPA
Location: Goa Panjji
Age Criteria: Up to 40 years
Experience Required:

Minimum 1 year in Sales or Life Insurance
Good communication skills
Active and result-oriented candidate

Role & Responsibilities:

Handle and manage bank customers (bancassurance channel)
Generate life insurance business through bank leads
Build strong relationships with bank staff and customers
Achieve monthly/quarterly sales targets
Explain insurance products clearly to customers
Follow up on leads and close sales effectively
Ensure proper documentation and policy servicing




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Intellismith Consultancy Private Limited Jobs - 9 Verified Vacancies

Wealth Manager

Area Sales Manager

Relationship Manager

Relationship Manager

Relationship Manager

Relationship Manager

Relationship Manager

Relationship Officer

Relationship Manager