Position: Relationship Manager Company: Choice International Location: Pan India Job Type: Full Time About Us Choice Group, incorporated in 1992, is a financial institution with a legacy of solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Position Summary Are you ready to elevate your career in the financial services industry? We are seeking a motivated and dynamic Relationship Manager to join our team. In this role, you will: ¢ ¢ Conduct outbound calls to partners Present our diverse range of financial products and services Facilitate the end-to-end onboarding process for new franchise and business partners Ensure a smooth transition into our organization This includes sharing welcome materials, coordinating with various departments for payout setups, and ensuring all paperwork is completed accurately and promptly. Key Responsibilities ¢ Engage and Inform: Effectively pitch and inform partners about our insurance, mutual funds, and other banking products. ¢ Primary Point of Contact: Act as the main point of contact for new franchises during their onboarding, addressing questions and providing guidance on procedures, resources, and support channels. ¢ ¢ Monitor Performance: Track and report performance metrics, gather partner feedback, and evaluate overall business impact. Collaborate Internally: Work closely with internal teams to align product offerings with client needs and organizational goals. Requirements ¢ Communication Skills: Excellent verbal and written communication skills in both English and Hindi. ¢ Eagerness to Learn: Demonstrated willingness to learn and adapt in a dynamic environment. ¢ ¢ Financial Knowledge: Basic understanding of financial products and concepts. Sales Experience: Prior experience in selling financial products such as insurance or mutual funds (advantageous). ¢ Educational Background: Bachelors degree in Finance is preferred. Why Join Us? ¢ ¢ ¢ Be part of a dynamic team that values collaboration and innovation. Gain valuable experience in the financial services industry. Opportunities for professional growth and development.
Position: Relationship Manager Company: Choice International Location: Pan India Job Type: Full Time About Us Choice Group, incorporated in 1992, is a financial institution with a legacy of solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Position Summary Are you ready to elevate your career in the financial services industry? We are seeking a motivated and dynamic Relationship Manager to join our team. In this role, you will: ¢ ¢ Conduct outbound calls to partners Present our diverse range of financial products and services Facilitate the end-to-end onboarding process for new franchise and business partners Ensure a smooth transition into our organization This includes sharing welcome materials, coordinating with various departments for payout setups, and ensuring all paperwork is completed accurately and promptly. Key Responsibilities ¢ Engage and Inform: Effectively pitch and inform partners about our insurance, mutual funds, and other banking products. ¢ Primary Point of Contact: Act as the main point of contact for new franchises during their onboarding, addressing questions and providing guidance on procedures, resources, and support channels. ¢ ¢ Monitor Performance: Track and report performance metrics, gather partner feedback, and evaluate overall business impact. Collaborate Internally: Work closely with internal teams to align product offerings with client needs and organizational goals. Requirements ¢ Communication Skills: Excellent verbal and written communication skills in both English and Hindi. ¢ Eagerness to Learn: Demonstrated willingness to learn and adapt in a dynamic environment. ¢ ¢ Financial Knowledge: Basic understanding of financial products and concepts. Sales Experience: Prior experience in selling financial products such as insurance or mutual funds (advantageous). ¢ Educational Background: Bachelors degree in Finance is preferred. Why Join Us? ¢ ¢ ¢ Be part of a dynamic team that values collaboration and innovation. Gain valuable experience in the financial services industry. Opportunities for professional growth and development.
Position: Relationship Manager Company: Choice International Location: Pan India Job Type: Full Time About Us Choice Group, incorporated in 1992, is a financial institution with a legacy of solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Position Summary Are you ready to elevate your career in the financial services industry? We are seeking a motivated and dynamic Relationship Manager to join our team. In this role, you will: ¢ Conduct outbound calls to partners Present our diverse range of financial products and services Facilitate the end-to-end onboarding process for new franchise and business partners Ensure a smooth transition into our organization This includes sharing welcome materials, coordinating with various departments for payout setups, and ensuring all paperwork is completed accurately and promptly. Key Responsibilities ¢ Engage and Inform: Effectively pitch and inform partners about our insurance, mutual funds, and other banking products. ¢ Primary Point of Contact: Act as the main point of contact for new franchises during their onboarding, addressing questions and providing guidance on procedures, resources, and support channels. ¢ ¢ Monitor Performance: Track and report performance metrics, gather partner feedback, and evaluate overall business impact. Collaborate Internally: Work closely with internal teams to align product offerings with client needs and organizational goals. Requirements ¢ Communication Skills: Excellent verbal and written communication skills in both English and Hindi. ¢ Eagerness to Learn: Demonstrated willingness to learn and adapt in a dynamic environment. ¢ ¢ Financial Knowledge: Basic understanding of financial products and concepts. Sales Experience: Prior experience in selling financial products such as insurance or mutual funds (advantageous). ¢ Educational Background: Bachelors degree in Finance is preferred. Why Join Us? ¢ ¢ ¢ Be part of a dynamic team that values collaboration and innovation. Gain valuable experience in the financial services industry. Opportunities for professional growth and development.
Position: Relationship Manager Company: Choice International Location: Pan India Job Type: Full Time About Us Choice Group, incorporated in 1992, is a financial institution with a legacy of solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Position Summary Are you ready to elevate your career in the financial services industry? We are seeking a motivated and dynamic Relationship Manager to join our team. In this role, you will: ¢ ¢ Conduct outbound calls to partners Present our diverse range of financial products and services Facilitate the end-to-end onboarding process for new franchise and business partners Ensure a smooth transition into our organization This includes sharing welcome materials, coordinating with various departments for payout setups, and ensuring all paperwork is completed accurately and promptly. Key Responsibilities ¢ Engage and Inform: Effectively pitch and inform partners about our insurance, mutual funds, and other banking products. ¢ Primary Point of Contact: Act as the main point of contact for new franchises during their onboarding, addressing questions and providing guidance on procedures, resources, and support channels. ¢ ¢ Monitor Performance: Track and report performance metrics, gather partner feedback, and evaluate overall business impact. Collaborate Internally: Work closely with internal teams to align product offerings with client needs and organizational goals. Requirements ¢ Communication Skills: Excellent verbal and written communication skills in both English and Hindi. ¢ Eagerness to Learn: Demonstrated willingness to learn and adapt in a dynamic environment. ¢ ¢ Financial Knowledge: Basic understanding of financial products and concepts. Sales Experience: Prior experience in selling financial products such as insurance or mutual funds (advantageous). ¢ Educational Background: Bachelors degree in Finance is preferred. Why Join Us? ¢ ¢ ¢ Be part of a dynamic team that values collaboration and innovation. Gain valuable experience in the financial services industry. Opportunities for professional growth and development.
Position: Relationship Manager Company: Choice International Location: Pan India Job Type: Full Time About Us Choice Group, incorporated in 1992, is a financial institution with a legacy of solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Position Summary Are you ready to elevate your career in the financial services industry? We are seeking a motivated and dynamic Relationship Manager to join our team. In this role, you will: ¢ ¢ Conduct outbound calls to partners Present our diverse range of financial products and services Facilitate the end-to-end onboarding process for new franchise and business partners Ensure a smooth transition into our organization This includes sharing welcome materials, coordinating with various departments for payout setups, and ensuring all paperwork is completed accurately and promptly. Key Responsibilities ¢ Engage and Inform: Effectively pitch and inform partners about our insurance, mutual funds, and other banking products. ¢ Primary Point of Contact: Act as the main point of contact for new franchises during their onboarding, addressing questions and providing guidance on procedures, resources, and support channels. ¢ ¢ Monitor Performance: Track and report performance metrics, gather partner feedback, and evaluate overall business impact. Collaborate Internally: Work closely with internal teams to align product offerings with client needs and organizational goals. Requirements ¢ Communication Skills: Excellent verbal and written communication skills in both English and Hindi. ¢ Eagerness to Learn: Demonstrated willingness to learn and adapt in a dynamic environment. ¢ ¢ Financial Knowledge: Basic understanding of financial products and concepts. Sales Experience: Prior experience in selling financial products such as insurance or mutual funds (advantageous). ¢ Educational Background: Bachelors degree in Finance is preferred. Why Join Us? ¢ ¢ ¢ Be part of a dynamic team that values collaboration and innovation. Gain valuable experience in the financial services industry. Opportunities for professional growth and development.
Position: Relationship Manager Company: Choice International Location: Pan India Job Type: Full Time About Us Choice Group, incorporated in 1992, is a financial institution with a legacy of solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Position Summary Are you ready to elevate your career in the financial services industry? We are seeking a motivated and dynamic Relationship Manager to join our team. In this role, you will: ¢ ¢ Conduct outbound calls to partners Present our diverse range of financial products and services Facilitate the end-to-end onboarding process for new franchise and business partners Ensure a smooth transition into our organization This includes sharing welcome materials, coordinating with various departments for payout setups, and ensuring all paperwork is completed accurately and promptly. Key Responsibilities ¢ Engage and Inform: Effectively pitch and inform partners about our insurance, mutual funds, and other banking products. ¢ Primary Point of Contact: Act as the main point of contact for new franchises during their onboarding, addressing questions and providing guidance on procedures, resources, and support channels. ¢ ¢ Monitor Performance: Track and report performance metrics, gather partner feedback, and evaluate overall business impact. Collaborate Internally: Work closely with internal teams to align product offerings with client needs and organizational goals. Requirements ¢ Communication Skills: Excellent verbal and written communication skills in both English and Hindi. ¢ Eagerness to Learn: Demonstrated willingness to learn and adapt in a dynamic environment. ¢ ¢ Financial Knowledge: Basic understanding of financial products and concepts. Sales Experience: Prior experience in selling financial products such as insurance or mutual funds (advantageous). ¢ Educational Background: Bachelors degree in Finance is preferred. Why Join Us? ¢ ¢ ¢ Be part of a dynamic team that values collaboration and innovation. Gain valuable experience in the financial services industry. Opportunities for professional growth and development.
Job Title: HR Recruitment Specialist Job Type: Full-Time Department: Human Resources About us Choice Group, incorporated in 1992, is a financial institution which finds its legacy in solving financial problems and bridging gaps for individuals, institutions and governments. For past 31 years we are committed to help our clients achieve their financial aspirations and promote value creation for society. Job Overview: We are seeking a proactive and detail-oriented HR Recruitment Specialist to join our dynamic HR team. The ideal candidate will be responsible for sourcing, screening, and hiring top talent to meet the organizations staffing needs. This role requires excellent communication skills, a good understanding of recruitment processes, and a keen eye for selecting the right candidates. Key Responsibilities: • • Develop and implement effective recruitment strategies to attract qualified candidates. Post job openings on various platforms, including job portals, social media, and company website. • • Screen resumes and applications to shortlist suitable candidates. Conduct initial interviews and coordinate subsequent interview stages with hiring managers. • Manage the entire recruitment lifecycle, including offer negotiations and onboarding. • • Build and maintain a strong talent pipeline for future hiring needs. Maintain accurate records of recruitment activities and processes. • • • Ensure compliance with company policies and legal requirements related to recruitment. Collaborate with hiring managers to understand their staffing needs and job specifications. Stay updated on industry trends and talent market to identify new sourcing channels. Qualifications: • • • • • • • Bachelors degree in Human Resources, Business Administration, or a related field. Proven experience in HR recruitment or talent acquisition. Excellent communication and interpersonal skills. Strong understanding of recruitment software and social media platforms. Ability to handle multiple vacancies simultaneously. Good decision-making and problem-solving skills. Knowledge of employment laws and best practices. Preferred Skills: • • • Experience with ATS (Applicant Tracking System) Networking skills and familiarity with headhunting techniques Ability to work in a fast-paced environment We Offer: • • • Competitive salary and benefits package Opportunities for professional growth Dynamic and inclusive work environment
Choice International Ltd is looking for QA Lead to join our dynamic team and embark on a rewarding career journey As a QA Lead, your role is to oversee the quality assurance process within a team or organization You are responsible for ensuring that software products or services meet the required standards and customer expectations Here are some key responsibilities and tasks typically associated with the role of a QA Lead:Test Planning: You collaborate with project managers, developers, and other stakeholders to define test objectives, strategies, and test plans This involves understanding project requirements, creating test cases, and identifying the scope of testing Test Execution: You coordinate and execute test cases, ensuring that they are conducted accurately and efficiently This may involve manual testing as well as the use of automated testing tools You monitor test progress, track defects, and provide feedback to the development team Test Management: You oversee the entire testing process, including test environment setup, test data management, and test execution scheduling You ensure that testing activities are properly organized and prioritized to meet project timelines Defect Management: You lead the defect tracking and management process This includes identifying, documenting, and tracking defects found during testing You work closely with developers to analyze and resolve issues, ensuring that all identified defects are appropriately addressed Team Leadership: As a QA Lead, you provide guidance and support to the QA team members You assign tasks, monitor their progress, and offer mentorship and training as needed You foster a collaborative and productive work environment and promote a culture of quality within the team Process Improvement: You continuously evaluate and improve the testing process, methodologies, and tools You identify areas for improvement and implement best practices to enhance efficiency and effectiveness You may also conduct reviews and audits to ensure adherence to quality standards
Choice International Ltd is looking for Associate Frontend Developer to join our dynamic team and embark on a rewarding career journey A Developer is responsible for designing, developing, and maintaining software applications and systems They collaborate with a team of software developers, designers, and stakeholders to create software solutions that meet the needs of the business Key responsibilities:Design, code, test, and debug software applications and systemsCollaborate with cross-functional teams to identify and resolve software issuesWrite clean, efficient, and well-documented codeStay current with emerging technologies and industry trendsParticipate in code reviews to ensure code quality and adherence to coding standardsParticipate in the full software development life cycle, from requirement gathering to deploymentProvide technical support and troubleshooting for production issues Requirements:Strong programming skills in one or more programming languages, such as Python, Java, C++, or JavaScriptExperience with software development tools, such as version control systems (e g Git), integrated development environments (IDEs), and debugging toolsFamiliarity with software design patterns and best practicesGood communication and collaboration skills
Job Title: Customer Support Executive - Equity Broking Location: Andheri (Marol) Company Overview: Choice Group, incorporated in 1992, is a financial institution which finds its legacy in solving financial problems and bridging gaps for individuals, institutions and governments. For past 31 years we are committed to help our clients achieve their financial aspirations and promote value creation for society. Job Summary: We are seeking a dedicated and proactive Customer Support Executive to join our dynamic team in the equity broking division. The ideal candidate will have a strong understanding of financial markets and excellent communication skills to assist our clients with inquiries, providing them with the highest level of service and support. Key Responsibilities: - Serve as the primary point of contact for clients, addressing their inquiries related to equity trading, account management, and market trends. - Assist clients in navigating our trading platform and clarify any operational queries they may have. - Provide timely and accurate information on equity products, services, and market updates. - Resolve client issues efficiently, escalating complex cases to the appropriate department when necessary. - Maintain updated knowledge of market developments and firm policies to provide informed support. - Collaborate with internal teams to enhance client experience and improve service delivery. - Conduct follow-ups with clients to ensure satisfaction and resolve any outstanding issues. - Document interactions in the CRM system, ensuring all records are up-to-date and accurate. Qualifications: - Bachelors degree in Finance, Business Administration, or a related field. - Previous experience in customer support, preferably in the finance or brokerage sector. - Strong understanding of equity markets, financial instruments, and trading operations. - Excellent communication and interpersonal skills. - Proficient in using customer support software and MS Office Suite. - Ability to work in a fast-paced environment and handle multiple tasks efficiently. - Detail-oriented with strong problem-solving abilities. What We Offer: - Competitive salary and performance-based incentives. - Comprehensive training and development programs. - Opportunities for career growth within the organization. - A collaborative and dynamic work environment.
Position: Relationship Manager Company: Choice International Location: Pan India Job Type: Full Time About Us Choice Group, incorporated in 1992, is a financial institution with a legacy of solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Position Summary Are you ready to elevate your career in the financial services industry? We are seeking a motivated and dynamic Relationship Manager to join our team. In this role, you will: ¢ ¢ Conduct outbound calls to partners Present our diverse range of financial products and services Facilitate the end-to-end onboarding process for new franchise and business partners Ensure a smooth transition into our organization This includes sharing welcome materials, coordinating with various departments for payout setups, and ensuring all paperwork is completed accurately and promptly. Key Responsibilities ¢ Engage and Inform: Effectively pitch and inform partners about our insurance, mutual funds, and other banking products. ¢ Primary Point of Contact: Act as the main point of contact for new franchises during their onboarding, addressing questions and providing guidance on procedures, resources, and support channels. ¢ ¢ Monitor Performance: Track and report performance metrics, gather partner feedback, and evaluate overall business impact. Collaborate Internally: Work closely with internal teams to align product offerings with client needs and organizational goals. Requirements ¢ Communication Skills: Excellent verbal and written communication skills in both English and Hindi. ¢ Eagerness to Learn: Demonstrated willingness to learn and adapt in a dynamic environment. ¢ ¢ Financial Knowledge: Basic understanding of financial products and concepts. Sales Experience: Prior experience in selling financial products such as insurance or mutual funds (advantageous). ¢ Educational Background: Bachelors degree in Finance is preferred. Why Join Us? ¢ ¢ ¢ Be part of a dynamic team that values collaboration and innovation. Gain valuable experience in the financial services industry. Opportunities for professional growth and development.
Position: Relationship Manager Company: Choice International Location: Pan India Job Type: Full Time About Us Choice Group, incorporated in 1992, is a financial institution with a legacy of solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Position Summary Are you ready to elevate your career in the financial services industry? We are seeking a motivated and dynamic Relationship Manager to join our team. In this role, you will: ¢ ¢ Conduct outbound calls to partners Present our diverse range of financial products and services Facilitate the end-to-end onboarding process for new franchise and business partners Ensure a smooth transition into our organization This includes sharing welcome materials, coordinating with various departments for payout setups, and ensuring all paperwork is completed accurately and promptly. Key Responsibilities ¢ Engage and Inform: Effectively pitch and inform partners about our insurance, mutual funds, and other banking products. ¢ Primary Point of Contact: Act as the main point of contact for new franchises during their onboarding, addressing questions and providing guidance on procedures, resources, and support channels. ¢ ¢ Monitor Performance: Track and report performance metrics, gather partner feedback, and evaluate overall business impact. Collaborate Internally: Work closely with internal teams to align product offerings with client needs and organizational goals. Requirements ¢ Communication Skills: Excellent verbal and written communication skills in both English and Hindi. ¢ Eagerness to Learn: Demonstrated willingness to learn and adapt in a dynamic environment. ¢ ¢ Financial Knowledge: Basic understanding of financial products and concepts. Sales Experience: Prior experience in selling financial products such as insurance or mutual funds (advantageous). ¢ Educational Background: Bachelors degree in Finance is preferred. Why Join Us? ¢ ¢ ¢ Be part of a dynamic team that values collaboration and innovation. Gain valuable experience in the financial services industry. Opportunities for professional growth and development.
Position: Relationship Manager Company: Choice International Location: Pan India Job Type: Full Time About Us Choice Group, incorporated in 1992, is a financial institution with a legacy of solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Position Summary Are you ready to elevate your career in the financial services industry? We are seeking a motivated and dynamic Relationship Manager to join our team. In this role, you will: ¢ ¢ Conduct outbound calls to partners Present our diverse range of financial products and services Facilitate the end-to-end onboarding process for new franchise and business partners Ensure a smooth transition into our organization This includes sharing welcome materials, coordinating with various departments for payout setups, and ensuring all paperwork is completed accurately and promptly. Key Responsibilities ¢ Engage and Inform: Effectively pitch and inform partners about our insurance, mutual funds, and other banking products. ¢ Primary Point of Contact: Act as the main point of contact for new franchises during their onboarding, addressing questions and providing guidance on procedures, resources, and support channels. ¢ ¢ Monitor Performance: Track and report performance metrics, gather partner feedback, and evaluate overall business impact. Collaborate Internally: Work closely with internal teams to align product offerings with client needs and organizational goals. Requirements ¢ Communication Skills: Excellent verbal and written communication skills in both English and Hindi. ¢ Eagerness to Learn: Demonstrated willingness to learn and adapt in a dynamic environment. ¢ ¢ Financial Knowledge: Basic understanding of financial products and concepts. Sales Experience: Prior experience in selling financial products such as insurance or mutual funds (advantageous). ¢ Educational Background: Bachelors degree in Finance is preferred. Why Join Us? ¢ ¢ ¢ Be part of a dynamic team that values collaboration and innovation. Gain valuable experience in the financial services industry. Opportunities for professional growth and development.
Position: Relationship Manager Company: Choice International Location: Pan India Job Type: Full Time About Us Choice Group, incorporated in 1992, is a financial institution with a legacy of solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Position Summary Are you ready to elevate your career in the financial services industry? We are seeking a motivated and dynamic Relationship Manager to join our team. In this role, you will: ¢ ¢ Conduct outbound calls to partners Present our diverse range of financial products and services Facilitate the end-to-end onboarding process for new franchise and business partners Ensure a smooth transition into our organization This includes sharing welcome materials, coordinating with various departments for payout setups, and ensuring all paperwork is completed accurately and promptly. Key Responsibilities ¢ Engage and Inform: Effectively pitch and inform partners about our insurance, mutual funds, and other banking products. ¢ Primary Point of Contact: Act as the main point of contact for new franchises during their onboarding, addressing questions and providing guidance on procedures, resources, and support channels. ¢ ¢ Monitor Performance: Track and report performance metrics, gather partner feedback, and evaluate overall business impact. Collaborate Internally: Work closely with internal teams to align product offerings with client needs and organizational goals. Requirements ¢ Communication Skills: Excellent verbal and written communication skills in both English and Hindi. ¢ Eagerness to Learn: Demonstrated willingness to learn and adapt in a dynamic environment. ¢ ¢ Financial Knowledge: Basic understanding of financial products and concepts. Sales Experience: Prior experience in selling financial products such as insurance or mutual funds (advantageous). ¢ Educational Background: Bachelors degree in Finance is preferred. Why Join Us? ¢ ¢ ¢ Be part of a dynamic team that values collaboration and innovation. Gain valuable experience in the financial services industry. Opportunities for professional growth and development.
Role Description: We have openings for a full-time on-site role for a Relationship Manager at Choice Equity Broking across AP & Telangana. The Relationship Manager will be responsible for building and maintaining client relations, understanding their financial goals, providing suitable investment options and promoting financial products while ensuring client satisfaction. The role also involves collaborating with internal teams and contributing to business growth initiatives. Responsibilities: • Acquiring new clients to invest in various financial products. • Advising clients on Equity & Derivative Markets. • Servicing & leveraging relationships with Clients. • Coordinating with the research team to provide professional recommendations to clients. • Cross-selling of third-party products like Mutual funds and Insurance. • Monitor & ensure the timely service of dealers to clients when necessary. Qualifications & Experience: • Preferably Graduates/ Post Graduates with 1-3 years of relevant experience. • Strong understanding of Capital Markets, Investment Products, Portfolio Management and Industry Regulations. • Ability to build & maintain relationships with clients. • Excellent communication, negotiation and persuasion skills. • Strong presentation and interpersonal skills. • Target-oriented and self-motivated individual. Interested candidates can share their resume on inavola.sindhuri@choiceindia.com
Job Title: Inside Sales Specialist - Corporate Insurance Location: Mumbai and Bengaluru Job Type: Full-Time Job Summary: We are seeking a driven Inside Sales Specialist to join our corporate insurance sales team. In this role, you will be responsible for researching and identifying potential corporate clients, engaging with key decision-makers, and setting up appointments for the sales team. You will play a key role in driving business growth by providing qualified leads and supporting the sales process remotely. The role offers in depth training on the corporate insurance and hence offers a great career building opportunity for young professionals who want do develop deep domain understanding of general insurance. Key Responsibilities: Lead Generation & Research: Conduct in-depth research to identify high-potential corporate clients and key decision-makers. Utilize digital channels, emails, and phone calls to engage and qualify leads for the sales team. Appointment Setting & Customer Engagement: Build rapport and establish relationships with prospects remotely. Persuasively communicate the value of corporate insurance solutions and secure appointments for the sales team. Sales Support: Provide detailed insights and research to the sales team to ensure a smooth transition from lead generation to the sales process. Ensure all lead information is accurately captured in CRM systems, supporting effective follow-ups and tracking. CRM & Data Management: Accurately update CRM systems with customer interactions, lead status, and relevant details. Track and monitor lead progress, ensuring that opportunities are not missed. Eligibility: 1+ year of experience in inside sales, lead generation, or telecalling (freshers with strong communication skills also encouraged to apply). Strong understanding of corporate insurance products and services. Certified Broker Qualified Person (BQP) required; must pass within 30 days if not certified. Excellent communication, organizational, and time-management skills. Ability to manage multiple leads and appointments while maintaining a high level of detail and customer focus. Job Details: Job Type: Full-Time Joining: Immediate or within 30 days (preferred)
Job Description: We're seeking experienced professionals to lead our insurance operations across various strategic locations. As a Customer Service Executive, you'll drive business growth, lead high-performing teams, and deliver results. Key Responsibilities: 1. Branch Activation: Ensure operational readiness and business contribution. 2. Lead Generation: Plan and execute local marketing initiatives. 3. Quote Creation & Conversion: Generate accurate quotes and drive conversions. 4. Sales Growth: Develop and implement regional sales strategies. 5. Claims Handling: Coordinate end-to-end claims management. 6. Team Collaboration: Align business goals and deliver consistent performance. Eligibility: - 3+ years of experience in insurance sales and operations - Strong understanding of retail and group insurance products - Proven leadership and regional handling experience - Certified Broker qualified person - Excellent communication, negotiation, and analytical skills Job Details: - Job Type: Full-Time - Joining: Immediate or within 30 days preferred For more information can connect on 09923359981 OR can share cv on ankita.mohite@choiceindia.com
Position: Relationship Manager Company: Choice International Location: Pan India Job Type: Full Time About Us Choice Group, incorporated in 1992, is a financial institution with a legacy of solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Position Summary Are you ready to elevate your career in the financial services industry? We are seeking a motivated and dynamic Relationship Manager to join our team. In this role, you will: ¢ ¢ Conduct outbound calls to partners Present our diverse range of financial products and services Facilitate the end-to-end onboarding process for new franchise and business partners Ensure a smooth transition into our organization This includes sharing welcome materials, coordinating with various departments for payout setups, and ensuring all paperwork is completed accurately and promptly. Key Responsibilities ¢ Engage and Inform: Effectively pitch and inform partners about our insurance, mutual funds, and other banking products. ¢ Primary Point of Contact: Act as the main point of contact for new franchises during their onboarding, addressing questions and providing guidance on procedures, resources, and support channels. ¢ ¢ Monitor Performance: Track and report performance metrics, gather partner feedback, and evaluate overall business impact. Collaborate Internally: Work closely with internal teams to align product offerings with client needs and organizational goals. Requirements ¢ Communication Skills: Excellent verbal and written communication skills in both English and Hindi. ¢ Eagerness to Learn: Demonstrated willingness to learn and adapt in a dynamic environment. ¢ ¢ Financial Knowledge: Basic understanding of financial products and concepts. Sales Experience: Prior experience in selling financial products such as insurance or mutual funds (advantageous). ¢ Educational Background: Bachelors degree in Finance is preferred. Why Join Us? ¢ ¢ ¢ Be part of a dynamic team that values collaboration and innovation. Gain valuable experience in the financial services industry. Opportunities for professional growth and development.
Position: Relationship Manager Company: Choice International Location: Pan India Job Type: Full Time About Us Choice Group, incorporated in 1992, is a financial institution with a legacy of solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Position Summary Are you ready to elevate your career in the financial services industry? We are seeking a motivated and dynamic Relationship Manager to join our team. In this role, you will: ¢ ¢ Conduct outbound calls to partners Present our diverse range of financial products and services Facilitate the end-to-end onboarding process for new franchise and business partners Ensure a smooth transition into our organization This includes sharing welcome materials, coordinating with various departments for payout setups, and ensuring all paperwork is completed accurately and promptly. Key Responsibilities ¢ Engage and Inform: Effectively pitch and inform partners about our insurance, mutual funds, and other banking products. ¢ Primary Point of Contact: Act as the main point of contact for new franchises during their onboarding, addressing questions and providing guidance on procedures, resources, and support channels. ¢ ¢ Monitor Performance: Track and report performance metrics, gather partner feedback, and evaluate overall business impact. Collaborate Internally: Work closely with internal teams to align product offerings with client needs and organizational goals. Requirements ¢ Communication Skills: Excellent verbal and written communication skills in both English and Hindi. ¢ Eagerness to Learn: Demonstrated willingness to learn and adapt in a dynamic environment. ¢ ¢ Financial Knowledge: Basic understanding of financial products and concepts. Sales Experience: Prior experience in selling financial products such as insurance or mutual funds (advantageous). ¢ Educational Background: Bachelors degree in Finance is preferred. Why Join Us? ¢ ¢ ¢ Be part of a dynamic team that values collaboration and innovation. Gain valuable experience in the financial services industry. Opportunities for professional growth and development.
Job Title: Relationship Manager About Choice Equity Broking Choice Group, incorporated in 1992, is a financial institution which finds its legacy in solving financial problems and bridging gaps for individuals, institutions and governments. For past 31 years we are committed to help our clients achieve their financial aspirations and promote value creation for society. Role Overview We are seeking a proactive, client-focused Relationship Manager to manage and grow relationships with existing and new clients across Demat services, Mutual Funds, Insurance, and Loans. The RM will be the primary point of contact, providing financial guidance, onboarding new clients, validating KYC/compliance, and ensuring a seamless end-to-end client experience. Key Responsibilities • • • • • Client Acquisition & Onboarding -Identify and pursue new client leads; convert prospects into active clients. -Facilitate seamless onboarding for Demat accounts, MF investments, insurance products, and loan facilities. -Collect and verify KYC documentation; ensure compliance with regulatory requirements. Relationship Management -Build and maintain strong, trust-based relationships with clients. -Act as the single point of contact for portfolio inquiries, execution support, and service requests. -Conduct regular portfolio reviews and advisory conversations aligned with client goals. Product & Service Expertise -Provide in-depth knowledge of Demat operations, equity trading, MF schemes, insurance products, and loan options. -Recommend suitable solutions based on client risk profiles, goals, and liquidity needs. -Stay updated on market trends, product changes, and regulatory guidelines. Execution & Operations Support -Assist clients with trade placements, order routing, settlement status, and corporate actions related to Demat and MF activities. -Coordinate with back-office to ensure accurate and timely processing. -Handle loan disbursement, EMI scheduling, and collateral documentation as applicable. Compliance & Risk Management -Ensure adherence to SEBI, RBI, AMFI, and other regulatory standards. -Maintain accurate client records, disclosures, and consent forms. -Identify and mitigate potential conflicts of interest; escalate high-risk cases. • • Client Education & Engagement -Organize and participate in client seminars, webcasts, and one-on-one sessions. -Provide educational content on investment strategies, risk management, and product features. Performance & Reporting -Achieve defined sales and revenue targets across Demat, MF, Insurance, and Loans. -Prepare and present client-level business reports, pipelines, and forecasts. Preferred Qualifications • Education : Graduation in Finance, Commerce, Economics, or a related field. MBA/PGDM is a plus. • Experience : 15 years in relationship management within broking, wealth management, banks, or NBFCs; exposure to Demat, MF, insurance, and lending products. • • Certifications : o Essential: NISM Series VIII (Mutual Funds) Certification; NISM Series VaP (Pro) or equivalent certifications are a plus. o Desired: AMFI certification, CWM/CFP, or equivalent financial planning credentials. Skills : o Strong knowledge of Demat operations, equity markets, mutual funds, insurance products, and retail lending. o o o Excellent communication, interpersonal, and presentation skills. Demonstrated negotiation, closing, and client service capabilities. Proficient with CRM software, MS Office; familiarity with trading platforms and back-office systems. o Analytical mindset with ability to interpret statements and performance metrics. Key Competencies • • • • • • Customer-centric mindset Regulatory & compliance awareness Cross-selling and upselling aptitude Time management & organizational skills Problem-solving and decision-making Team collaboration and coordination with operations Compensation & Benefits • • Base salary with performance-based incentives/commission Benefits: health insurance, retirement plans, paid time off, and employee stock option plan (if applicable) • • Training & career development opportunities Exposure to a wide range of financial products and markets What We Offer • • • A dynamic, growth-oriented environment Ongoing product and compliance training Clear career progression into Senior RM, Team Lead, or Sales Manager roles