Key Responsibilities: Conduct Inductions, Certifications, and Need-Based Training Programs. Perform Training Needs Identification (TNI) and Training Needs Analysis (TNA) using past performance data to create tailored learning paths for individuals and teams. Apply adult learning principles and diverse training methodologies. Provide initial handholding for new sales team members including mentoring, coaching, joint field calls, and On-the-Job Training (OJT). Monitor and evaluate training effectiveness, success, and ROI; report findings periodically. Plan and implement a regional training calendar. Support regional teams in continuous knowledge and skill development. Align training programs with organizational goals and contribute to overall learning initiatives. Address specific performance issues through customized training interventions. Stay updated with training trends, developments, and best practices. Travel up to 1015 days per month as part of training responsibilities. Requirements: Proven experience as a Training Manager or similar role. Demonstrated ability to design and implement successful training programs. Documented positive impacts from previous training efforts. Knowledge of traditional and modern training methods (e.g., mentoring, coaching, e-learning, workshops). Excellent communication, leadership, and time-management skills. Proficient in report writing and maintaining training documentation. Strong skills in MS Office (especially PowerPoint), data analysis, and computer applications.
MBA (Finance) or Chartered Accountant (CA) is mandatory 45 years of relevant experience in construction/project finance, preferably in an NBFC or financial institution Strong experience in client acquisition, deal origination, and relationship management with real estate developers Proficient in financial modeling, credit appraisal, and investment note preparation Exposure to due diligence (technical, financial, legal, regulatory) for real estate projects Experience in drafting and closing financing/legal documents (term sheets, sanction letters, loan agreements) Strong knowledge of real estate sector dynamics, especially affordable housing and regulatory environment (e.g., RERA) Hands-on experience in post-disbursement monitoring and portfolio management Excellent communication, negotiation, and stakeholder management skills Proficiency in MS Excel and PowerPoint To enable real estate developers and buildersparticularly in the affordable housing segmentto raise construction/project finance through structured financial solutions. The role involves deal origination, credit appraisal, transaction execution, and post-disbursement monitoring. Role & responsibilities Client Acquisition : Actively sources new relationships with real estate developers and builders. Lead Generation : Identifies and engages prospects through market intelligence, intermediaries, and sector tracking. Solution Selling : Customizes financial offerings (construction/project finance) based on the clients needs. Relationship Management : Maintains and grows long-term client relationships to generate repeat business. Revenue Target Ownership : Typically includes sales targets related to loan book growth, disbursals, or client onboarding. Major Deliverables Source new business opportunities from real estate developers and builders. Originate and evaluate loan proposals for construction and project finance. Conduct comprehensive due diligence and prepare appraisal notes. Manage end-to-end credit, legal, and technical evaluation of projects. Build and maintain relationships with key stakeholders including developers, intermediaries, brokers, funds, and industry experts. Maintain a dynamic database of industry contacts and market intelligence. Principal Accountabilities A. Business Development & Deal Origination Proactively identify and engage potential clients through market research, networking, and industry tracking. Support structuring of tailored financial solutions based on client requirements. Liaise with intermediaries and ecosystem players to generate leads. B. Credit Appraisal & Due Diligence Conduct detailed appraisal and risk assessment of real estate projects. Perform promoter background checks, market analysis, regulatory review, and financial modeling. Prepare investment memorandums/appraisal notes and present them to the Investment/Credit Committee. Develop risk mitigation frameworks including SWOT analysis and regulatory risk matrices. C. Legal & Documentation Closure Assist in drafting term sheets and legal/contractual documents. Coordinate with internal and external legal teams, clients, and consultants for successful execution of transaction documents. Ensure compliance with all pre-commitment and pre-disbursement conditions. Facilitate the creation and perfection of security for disbursements. D. Portfolio Monitoring & Management Continuously monitor project progress post-disbursement. Maintain active communication with clients, lenders engineers, consultants, and internal teams (Risk, Compliance, Accounts). Identify early warning signals and recommend corrective actions as needed. Qualifications & Experience Any Graduate or MBA (Finance) or Chartered Accountant (CA). 1-6 years of relevant experience, preferably in NBFCs or financial institutions handling real estate/construction finance. Strong financial modeling skills. Working knowledge of legal documentation and banking regulations. Key Skills & Competencies Communication: Excellent verbal and written skills; ability to present complex proposals persuasively to senior management and investment committees. Client Management: Ability to build rapport across multiple client functions (finance, technical, legal, operations). Cross-functional Coordination: Skilled in coordinating with internal teams (Risk, Legal, Accounts) and external stakeholders (consultants, counsels). Analytical Skills: Strong financial acumen with attention to detail and a structured approach to due diligence. Negotiation: Capable of participating in legal/financial negotiations under supervision. Preferred candidate profile ANy Graduate -MBA (Finance) or Chartered Accountant (CA) 1- 6 years of relevant experience in construction/project finance, preferably in an NBFC or financial institution Strong experience in client acquisition, deal origination, and relationship management with real estate developers Proficient in financial modeling, credit appraisal, and investment note preparation Exposure to due diligence (technical, financial, legal, regulatory) for real estate projects Experience in drafting and closing financing/legal documents (term sheets, sanction letters, loan agreements) Strong knowledge of real estate sector dynamics, especially affordable housing and regulatory environment (e.g., RERA) Hands-on experience in post-disbursement monitoring and portfolio management Excellent communication, negotiation, and stakeholder management skills Proficiency in MS Excel and PowerPoint
Your Role: Recruit and lead insurance agents Train, motivate, and drive performance Build health insurance business through your team You Bring: Graduate with 1–5 yrs of sales experience Own two-wheeler with license Strong local network & field presence What You Get: 💰 Salary: ₹2.5 – ₹3.5 LPA 🎯 Incentives on agent hiring & sales 📈 Career growth + field allowances Location: Hyderbad /Bangalore Tumkur/Belgaon/Gulbarga Vijayawada/Hosur/Karur/Eluru/Nagercoil/Dindigul/Dharmapurii /Nellore/Ananthapur Nellore/kadapa /Srikakulam/Vizag/Vizianagaram / Hyderabad Vijaywada/ Gwalior /Bhopal/Ratlam Kozhikode/ Salem/ Ranchi Mysore/Belgaon/Bellary Also Referral Bonus:Refer someone & earn 1% of their CTC if they join!
Agency Manager – Health Insurance (PAN India) We are hiring Agency Managers across India for our Health Insurance division. The role involves recruiting insurance agents, training them, and helping them generate health insurance business. Key Responsibilities Recruit and onboard individual agents (freelancers, advisors, etc.) Provide training and motivation to agents Help agents generate and submit Health Insurance business Ensure achievement of monthly/quarterly sales targets Maintain good relationships with existing agents for retention Requirements: Minimum Qualification: Graduate Experience: 1–5 years in sales (insurance sales preferred) Mandatory: Own two-wheeler with valid license Strong local network and communication skills Willingness to do field work and agent meetings Salary & Benefits: Salary: ₹2.50 LPA– ₹ 3.50 PPA(based on experience) Incentives: High-performance incentives on agent hiring and insurance business Benefits: Allowances + Career growth opportunities Location: Bangalore Tumkur/Belgaon/Gulbarga Vijayawada/Hosur/Karur/Eluru/Nagercoil/Dindigul/Dharmapurii /Nellore/Ananthapur Nellore/kadapa /Srikakulam/Vizag/Vizianagaram / Hyderabad Vijaywada/KozhikodeMysore/Belgaon/Bellary If you are interested or looking for any opportunities in BFSI/Insurance/Non Banking. reach us on 9512010195/ or bfsicareershaper@gmail.com Job Type: Full-time Pay: ₹200,000.00 - ₹400,000.00 per year Benefits: Cell phone reimbursement Health insurance Provident Fund Education: Bachelor's (Preferred) Experience: sales: 1 year (Required) Work Location: In person
Agency Manager – Health Insurance (PAN India) We are hiring Agency Managers across India for our Health Insurance division. The role involves recruiting insurance agents, training them, and helping them generate health insurance business. Key Responsibilities Recruit and onboard individual agents (freelancers, advisors, etc.) Provide training and motivation to agents Help agents generate and submit Health Insurance business Ensure achievement of monthly/quarterly sales targets Maintain good relationships with existing agents for retention Requirements: Minimum Qualification: Graduate Experience: 1–5 years in sales (insurance sales preferred) Mandatory: Own two-wheeler with valid license Strong local network and communication skills Willingness to do field work and agent meetings Salary & Benefits: Salary: ₹2.50 LPA– ₹ 3.50 PPA(based on experience) Incentives: High-performance incentives on agent hiring and insurance business Benefits: Allowances + Career growth opportunities Location: Bangalore Tumkur/Belgaon/Gulbarga Vijayawada/Hosur/Karur/Eluru/Nagercoil/Dindigul/Dharmapurii /Nellore/Ananthapur Nellore/kadapa /Srikakulam/Vizag/Vizianagaram / Hyderabad Vijaywada/KozhikodeMysore/Belgaon/Bellary If you are interested or looking for any opportunities in BFSI/Insurance/Non Banking. reach us on 9512010195/ or bfsicareershaper@gmail.com Job Type: Full-time Pay: ₹200,000.00 - ₹400,000.00 per year Benefits: Cell phone reimbursement Health insurance Provident Fund Education: Bachelor's (Preferred) Experience: sales: 1 year (Required) Work Location: In person
Role & responsibilities * N2N Hiring * Source potential candidates from various online channels /call those candidates and screen them for available opening * Screen incoming resumes and application forms * Interview candidates (via phone, video, and in-person). * Prepare and distribute assignments and tests. * Advertise job openings on companys careers page, social media, job boards, and internally. * Provide shortlists of qualified candidates to hiring managers or client. * Send job offer emails and answer queries about compensation and benefits. * Monitor key HR metrics, including time-to-fill, time-to-hire, and source of hire. * Participate or host in-house recruitment events. * Collaborate with managers to identify future hiring needs. * Act as a consultant to new hires and help them onboard. * Craft recruiting emails to attract passive candidates. Preferred candidate profile Proven work experience as an HR Recruiter or similar role. Familiarity with Applicant Tracking Systems and resume databases. Experience with sourcing techniques. Understanding of referral programs. Solid verbal and written communication skills. Excel and Computer Knowledge is MUST Open for freshers only with great learning attitude Perks and benefits CTC is based on current package ,However starts @ 1.5 LPA to 3LPA huge incentives
HIring Legal Manager Mortgage Litigation & Recovery for one of resputed Housing finance company Key Responsibilities: Handle all litigation and legal matters in the assigned territory. Collaborate closely with recovery and collections teams for legal support. Design and implement effective legal strategies for resolution. Ensure 100% compliance with regulatory and legal requirements. Manage all proceedings under SARFAESI, DRT, and other recovery laws. Coordinate with external advocates, review legal notices & documentation. Maintain accurate records of ongoing and closed legal cases Must-Have Skills: In-depth knowledge of SARFAESI Act and related frameworks. Strong background in mortgage litigation and recovery cases. Proven ability to handle high-value litigation independently. Excellent stakeholder and inter-departmental coordination. Solution-oriented and efficient legal problem-solving skills. Locations: Pune/Ahmednagar/Guna/ Baramati
Were looking for a Project Manager to lead clinical data augmentation initiatives that enable better risk identification and proactive health management for insured populations. The ideal candidate will have a strong understanding of clinical data, governance, and healthcare processes, and will work cross-functionally to improve data flow and accuracy. Key Responsibilities: Lead and manage multiple clinical data augmentation projects. Ensure seamless data flow from core to peripheral systems. Identify new health data sources to improve risk stratification. Collaborate with cross-functional teams to automate reporting and reduce discrepancies. Maintain data recency to support health assurance transformation goals. Prepare for transition into a clinical data analysis-focused role.
To lead and manage the health insurance agency branch operations by recruiting, training, and developing agents/advisors, driving business growth, and ensuring compliance with company policies and industry regulations. Key Responsibilities: 1. Business Development & Sales Achieve branch sales targets for health insurance policies through agency channel. Develop and execute local sales strategies to increase market share. Identify potential markets and promote new product launches. Monitor competition and provide market feedback to head office. 2. Agency Recruitment & Management Recruit qualified insurance agents and advisors. Provide ongoing training, mentoring, and performance management for agents. Monitor daily activity and productivity of the agency team. Ensure high agent retention and satisfaction. 3. Team Leadership Lead and manage the branch agency team, including administrative staff. Foster a performance-driven, customer-centric work culture. Organize regular team meetings and development sessions. 4. Compliance & Operations Ensure adherence to IRDAI guidelines and company policies. Maintain accurate documentation and policy issuance processes. Monitor risk, fraud, and regulatory requirements in branch operations. 5. Customer Service Resolve client queries, complaints, and escalations promptly. Ensure high levels of customer satisfaction through quality service.
To lead and manage the health insurance agency branch operations by recruiting, training, and developing agents/advisors, driving business growth, and ensuring compliance with company policies and industry regulations. Key Responsibilities: 1. Business Development & Sales Achieve branch sales targets for health insurance policies through agency channel. Develop and execute local sales strategies to increase market share. Identify potential markets and promote new product launches. Monitor competition and provide market feedback to head office. 2. Agency Recruitment & Management Recruit qualified insurance agents and advisors. Provide ongoing training, mentoring, and performance management for agents. Monitor daily activity and productivity of the agency team. Ensure high agent retention and satisfaction. 3. Team Leadership Lead and manage the branch agency team, including administrative staff. Foster a performance-driven, customer-centric work culture. Organize regular team meetings and development sessions. 4. Compliance & Operations Ensure adherence to IRDAI guidelines and company policies. Maintain accurate documentation and policy issuance processes. Monitor risk, fraud, and regulatory requirements in branch operations. 5. Customer Service Resolve client queries, complaints, and escalations promptly. Ensure high levels of customer satisfaction through quality service.
CTC RANGE-6 LPA to 40LPA PCG AdvisorWe are looking for experienced professionals for the Advisor / Team Lead PCG role to manage and grow our Private Client Group (PCG) business. The ideal candidate should have strong expertise in trading, order punching, and handling HNI/UHNI clients, with a proven track record in client acquisition and servicing. Key Responsibilities: Execute trades and perform order punching across asset classes including derivatives, options, and cash market. Manage and service a portfolio of High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Drive client acquisition and maintain strong long-term relationships. Cross-sell financial products after completing 2 years within the organization. Ensure compliance with all regulatory and organizational requirements. For Team Lead Profile (Playing Captain Role): Lead a team of 45 members, with both individual and team performance targets. Be responsible for the team's overall revenue and client acquisition goals. Motivate, guide, and manage team members to achieve business objectives. Candidates applying for this role should preferably bring their team along. Requirements: Proven experience in trading and order execution. Strong knowledge of capital markets, including derivatives, options, and cash segment. Prior experience in handling HNI and UHNI clients. Demonstrated ability in client acquisition and relationship management. Leadership and team management skills (for TL role).
Experince- Min 4 year MAx - ANY CTC- 6LPA to 40 LPA PCG Wealth is seeking highly driven and client-focused Wealth Managers with proven expertise in managing High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) individuals. The ideal candidate should have experience in handling a substantial client portfolio and should be capable of moving a minimum book size of 20 Cr . This is an excellent opportunity for candidates currently working as Privi RM, Burgundy RM, Imperia RM, Preferred RM, or Wealth Manager in leading financial institutions. Key Responsibilities: Acquire, manage, and grow HNI/UHNI client relationships through personalised wealth management solutions. Deep understanding of financial products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, Life & General Insurance, and Tax Planning. Deliver personalized investment advisory based on risk profiling and financial goals of clients. Onboard and migrate a minimum book size of 20 Crores within a defined timeline. Cross-sell a wide range of financial products and services. Maintain high levels of client servicing standards to ensure long-term relationship and client satisfaction. Regular portfolio reviews and market updates to clients. Coordinate with internal teams (Research, Product, Operations) for seamless service delivery. Desired Candidate Profile: Current Role: Privi RM, Burgundy RM, Wealth Manager, Imperia RM, or Preferred RM (mandatory). Experience: 5-15 years in wealth management or private banking domain. Must have strong understanding of financial instruments and market dynamics. Proven track record of managing and growing HNI/UHNI client base. Excellent communication, interpersonal, and relationship-building skills. Strong compliance and risk awareness. Ability to transition a minimum book size of 20 Cr. Preferred Background: Candidates from top-tier banks, NBFCs, and wealth management firms. Certified Wealth Managers (CWM), CFPs, or those with AMFI/NISM certifications will be given preference. Perks and Benefits: Attractive incentive structures Opportunity to work with a leading name in private wealth management Career growth in high-performing team environment Access to premium investment products and global investment opportunities for clients
Were Hiring | Sales Manager Bancassurance Telesales | Health Insurance What Youll Do: Drive health insurance sales through warm leads provided by the assigned banks telecallers. Engage with bank customers over the phone to explain product benefits & close sales. Achieve monthly business targets through consistent follow-ups and conversions. Build strong relationships with bank telecalling staff for lead flow & support. Ensure 100% adherence to IRDAI and company compliance guidelines. What Were Looking For: Graduate (MBA preferred) with 1 6 years of sales experience in health / life insurance or bancassurance. Strong persuasion, objection handling & closing skills. Self-driven with the ability to meet targets without a direct sales team. Familiarity with bancassurance or telesales processes is an advantage If you are interested and looking for opportunities in the BFSI industry , share your resume at bfsicareershaper@gmail.com or WhatsApp your CV to 9512010195 .
We are hiring a dynamic and driven Cluster Manager Bancassurance for one of Indias leading life insurance companies. The ideal candidate will be responsible for managing and driving the bancassurance business through partner bank branches across a designated cluster/region. Key Responsibilities: Drive life insurance sales through partner bank branches. Manage a team of Relationship Managers and ensure achievement of sales targets. Build and maintain strong relationships with bank branch heads and key stakeholders. Conduct regular training and motivation sessions for the bank staff. Monitor branch-wise performance and implement corrective actions as needed Ensure compliance with internal and external guidelines and policies To Apply: Email your resume to: bfsicareershaper@gmail.com Call/WhatsApp: 9512010195
Knowledge of Claims processes: Indemnity (Cashless, Reimbursement), Fixed Benefit Products Understanding of Claims systems (process flow & System fields) Health, PA & Travel Experience in measurement of performance (TAT, accuracy in claims adjudication) Expectations management of the Claims team TAT & expectations management for specialized business handling. Ensure uniformity in quality & maintain TATs of Claims decisions Create & maintain standards/protocols for Claims team Audit claims decisions in adherence & compliance with the Claims guidelines, uniformity in decisions, and approval authority limits (In house and TPA claims) Periodic portfolio analysis: profitability (loss ratio / combined ratio), analyze frequency and severity, medical inflation Maintain a consistent service delivery to ensure client retention and satisfaction Identify risks to the company and escalate accordingly Execution of processes and projects –operations, to be in line with defined standards Inputs for refinement and development of claims guidelines, policies, and procedures.