13 Advisors Jobs

We are hiring a Senior Agency Manager to drive sales and build a high-performing team in the Agency Channel. The role involves recruiting, training, and managing advisors to achieve business targets and ensure customer satisfaction.

Description We are seeking a motivated and experienced Senior Agency Manager for our Health Insurance division. The ideal candidate will be responsible for leading a team of agents, driving sales growth, and ensuring exceptional customer service in the health insurance market. Responsibilities Develop and implement strategic plans to achieve sales targets and expand the agency's reach in the health insurance sector. Recruit, train, and manage a team of insurance agents to ensure optimal performance and customer service. Build and maintain strong relationships with clients, addressing their needs and providing solutions through health insurance products. Monitor market trends and competitor a...

As a Salesforce Implementation Project Manager within the wealth management domain, your role involves leading and managing Salesforce implementation projects for various clouds such as Sales Cloud, Service Cloud, Experience Cloud, and Financial Services Cloud. You will collaborate closely with wealth advisors, operations, compliance, and IT teams to gather business requirements and translate them into scalable Salesforce solutions. Your responsibilities will include hands-on configuration of Salesforce, overseeing system integrations with wealth management platforms, managing the full project lifecycle, defining project plans and maintaining budgets, driving data migration and compliance in...

Anand Rathi share and stock brokers limited is looking for PCG Advisor to join our dynamic team and embark on a rewarding career journey. Responsibilities: Provide expert advice and insights on specific subject matters. Assist clients or management in decision-making processes. Conduct thorough research to support advisory services. Prepare detailed reports and recommendations. Collaborate with other advisors and departments. Stay updated with industry trends and best practices.

As an Academic Outreach Partner for an International Education Consulting firm, you will play a crucial role in empowering students with global aspirations. Your primary responsibility will be to identify and refer students interested in studying abroad, while also tracking their progress through a real-time partner portal. This part-time and remote position offers the flexibility to work from anywhere in India, with a hybrid option available from Chennai. We are looking for passionate individuals such as professors, placement directors, librarians, or academic counselors who regularly engage with students aspiring to pursue higher education overseas. If you have high-level contacts with stu...

As an Insurance Advisor, you will be responsible for recruiting potential clients and offering them various insurance products to meet their needs. Your primary duty will be to analyze the insurance requirements of individuals or organizations and recommend suitable policies to provide them with financial protection against unforeseen events. You will need to develop a deep understanding of the insurance products offered by the company and stay updated on the latest trends and developments in the insurance industry. Building strong relationships with clients and gaining their trust will be crucial in this role to ensure customer satisfaction and retention. Furthermore, you will be required t...

As a Consultant in Performance Analytics within the Advisors & Consulting Services team at Mastercard, you will be responsible for analyzing and providing insights on performance metrics to support decision-making processes. Your role will involve working closely with clients to understand their business objectives and translating them into actionable strategies. One of your key responsibilities will be to ensure the confidentiality and integrity of the information accessed during your analysis. It is essential that you adhere to Mastercard's security policies and practices to mitigate any potential risks to the organization. Additionally, you are expected to report any suspected information...

Whatsapp your resume@9462350734 Sales Manager Visakhapatnam, Sales JOB DESCRIPTION • Prospect relentlessly to build pipeline and build strong relationships with prospects • Own the experience we give every prospective customer from the first time they interact with us • Be responsible for achieving sales targets by working with a talented group of interiors designers • Create reliable forecasts and be completely transparent with management on the pipeline status • Close new business consistently at or above quota level • • • Seek out opportunities to be a leader and do everything you can to help the company achieve its larger objectives • • • • • Develop and execute on a strategic plan for t...

Whatsapp your resume@9462350734 Sales Manager Function: Agency Eligibility: Graduate with 2 8 years of sales experience Concept selling experience & knowledge of business planning tools Sound understanding / Knowledge of financial services sector Purpose: The job holder will be responsible for achieving insurance policy & premium income targets through the sales distribution channels of direct sales force for his branch. Key Responsibilities: Recruitment, training & development of FPA (Financial Planning Advisors) Generate & drive business through FPAs Overall responsibility of managing his team for the given branch. Responsibility for recruitment, motivation & retention. Review/ Monitor / A...

We are seeking a motivated and experienced Service Manager to oversee the daily operations of our service department. The ideal candidate will lead a team of service professionals to deliver exceptional customer service, improve efficiency, and ensure customer satisfaction. The Service Manager will be responsible for managing staff, optimizing workflow, handling escalated customer concerns, and driving performance Preferred candidate profile

- Deal with the HNI clients and sell ULIP products - Recruit and train distributors - Organize and run recruitment events for distributors - Continued training and motivating the team to drive ULIP business - Attend joint field work and help the distributors whenever needed - No need for IRDA or Mutual Fund exam. Direct empanel

Job Description Associate Agency Development Manager Job Summary: Responsible for Agent Recruitment Agent Development Meet Business targets Customer Centricity Key Responsibilities: Agent Recruitment Develop various sources ofagent hiring & build a team ofagent & agent pipe line. Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Implementation ofMLI GOLD process and adhere to the business norms Follow agent 9 pointer hiring mechanism & other hiring norms Agent Development Ensure product knowledge by MLI ways oftraining Field demonstration (FODs) Development ofagent prospecting habits, calling habits and work habits. Work with agent on plannin...

We are looking for a dynamic, result-oriented Business Development Manager (BDM) to join our Agency Partner Channel (APC) team. The BDM will recruit, train, and manage Agency Partners to build advisor teams and drive insurance business.