3943 Financial Sales Jobs - Page 24

Financial Sales Consultant will be responsible for planning & execution of strategies to connect & acquire large clients for organisation, Financial Sales Consultant is expected to showcase best standard of services and equipped with latest development on products & economy. Key Responsibilities: Demat Account Acquisition: Drive the acquisition of new Demat accounts through prospecting, networking, and referrals. Customer Onboarding: Assist clients with the complete Demat account opening process, ensuring that all documentation and KYC requirements are met. Relationship Management: Build and maintain strong relationships with clients by offering personalized solutions and addressing their ne...

Liaising with the broking team to source business and ensuring monthly assigned targets are met for the Regularly meeting with the assigned brokers to buil Build and promote strong, long-lasting customer relationships by partnering with the broking channel, understanding their needs & providing the correct solution Build and promote strong, long-lasting customer relationships by partnering with the broking channel, understanding their needs & providing the correct solutions Reporting business closures, concerns from the channel, escalations, ect in a timely manner Driving & Owning the Rewards & Recognition drives with the channel as and when rolled out. Ensuring incentive & Commission payout...

Designation : Sales Team lead Manager • Recruit Team of advisors • Generate business through the team • Lead the team of advisors • Motivate them to achieve targets • Provide training and guidance to them • On Role Job with Company payroll Required Candidate profile Required Candidate profile • Education : Any Graduate With Good Communication • Experience : Must 2 YR of Any Sale / Banking / Finance / Insurance • Age : 23 to 38 YEARS

Prime Responsibility Managing Branch as Profit Center by revenue generation across all Products & Service. Managing the team of relationship manager, dealers and ensure the issues of staff is resolved Achieving Monthly Targets & comparing it with benchmark across product line Attending daily morning conference call & discussing it with the colleagues Special thrust on acquiring HNI’s & Corporate clients Meeting HNI clients to built the rapport Identifying the weak areas & providing solutions to those areas Daily Meeting with the colleagues on market outlook, sharing market information, ensuring active participation from all Analyzing & comparing the branch performance with other branches Mot...

New Client Prospecting - Through cold-calling, appointments, reference etc Explain about the Company, its products & services to existing clients & prospects Promote investments in Equity products, Currency trading, Mutual Funds, Insurance and PMS Update clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs and on market trends. Cross Sell to existing clients Keep regular contacts with the clients of the branch through telephone calls and meetings Assist team members in the Branch to close leads Provide investment application forms to clients and assist them in filling Provide after sales service, follow-up and ensure client retention Ensure the maintenance and enhancement of t...

Responsibilities Develop and implement sales strategies to achieve growth within the agency channel. Manage and oversee the performance of the sales team. Establish and maintain strong relationships with agency partners. Monitor sales metrics and adjust strategies to meet targets. Provide training and support to insurance agents to improve their sales effectiveness. Ensure compliance with industry regulations and company policies. Analyze market trends and competitors to identify opportunities for growth. Collaborate with marketing and product development teams to align sales efforts with company objectives. Qualifications Bachelor's degree in Business, Marketing, or a related field. Minimum...

It is a field job. You will have to travel within the assigned geography to meet customers assigned for sales. You will be evaluated on your ability to meet the business targets 2 WHEELER MANDATORY. Interested Call @ HR Neeta 8077308341 or Watsapp

We are Hiring for BSO Freshers Are Eligible Graduation Role- 1 -Create Strong Relationship with Customer 2- Responsible For Sales Financial products 3- Lead Provided by firm Candidate must have Vehicle No Charges Contact 09340458060

Role & responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of RTD (FD, RD etc.) Activate Accounts opened, UPI accounts, Savings balance and includes Insurance, etc. Participate in branch activities and migration events around the catchment area. Build strong relationship with internal teams to leverage existing relationships from other. Conduct low-cost micro marketing activities around catchment areas for lead generations Preferred candidate profile Graduate/post-graduate 1 - 2years of relevant experience Fresher can also apply

Title: Relationship Manager (Field Sales Executive) Company: Policybazaar Location - Bangalore, Bidar, Kolar Industry : Insurance Eligibility Criteria: Must own a Bike and have a valid Driving License Proficient in the regional language Mandatory Minimum 1 years of field sales experience in banking or Insurance sales Strong communication and networking skills Only Male Candidates Looking for Immediate Joiner. Roles and Responsibilities: Achieve Sales Targets: Meet business goals based on Annualized Premium (ANP) and case count. Customer Acquisition: Generate new leads via natural market, referrals, and the orphan base. Client Meetings: Conduct regular meetings to understand client needs and ...

Role & responsibilities Position: Sales Associate Industry: Financial Banking / Financial Services Key Requirements: - 1–2 years of sales experience (preferably in financial or banking sector) - Should have experience in target-based sales - Ability to lead a team - Strong communication and client handling skills - Location Preference: Candidates from Gujarat (any city) - Salary: No bar for the right candidate

Job Description of Relationship Officer (Third Party Payroll) Role: Relationship Officer (Third Party Payroll) Department : All Banking Loan Product like Home Loan, Mortgage Loan, Business Loan, Merchant Acquiring Business, Personal loan, Credit card, and Agri Product etc. Qualification: Graduate/UG Experience : Banking Product sales exp. of 0.6 to 5 Years (Fresher also eligible) Age: Below 40 years Two-wheeler : Required Compulsory Location: All over PUNE Job Profile: To drive Banking Product sales business Generate Leads by conducting activities & drives both in the branch as well as in all attached Locations, dealerships and other sourcing points as identified from time to time Work close...

Job Description of Relationship Officer (Third Party Payroll) Role: Relationship Officer (Third Party Payroll) Department : All Banking Loan Product like Home Loan, Mortgage Loan, Business Loan, Merchant Acquiring Business, Personal loan, Credit card, and Agri Product etc. Qualification: Graduate/UG Experience : Banking Product sales exp. of 0.6 to 5 Years (Fresher also eligible) Age: Below 40 years Two-wheeler : Required Compulsory Location: All over PUNE Job Profile: To drive Banking Product sales business Generate Leads by conducting activities & drives both in the branch as well as in all attached Locations, dealerships and other sourcing points as identified from time to time Work close...

• Proven experience in Business Development, Sales, and Client Relationship Management • Excellent negotiation, communication, and presentation skills • Strong market research and analytical skills • Ability to develop and implement strategic ideas

Lead the Future of Banking Join RBL Banks Branch Manager Leadership Program Are you a seasoned banking professional ready to take the next big leap in your career? RBL Bank, in partnership with Manipal Academy of BFSI, presents a unique opportunity to fast-track your journey into leadership through our Branch Manager Leadership Program . Batch 2 begins on 30th December Limited seats. Enroll now. Why This Program Stands Out Leadership Role Guaranteed : Step into the role of Branch Manager upon successful completion Attractive Compensation : Fixed CTC up to 12 LPA post-placement Training Stipend : 50,000 per month during the 2-month training period Elite Training Experience : A dynamic blend o...

Roles and Responsibilities * Manage a portfolio of existing clients to achieve sales targets and expand the customer base. * Identify new business opportunities through networking, referrals, and market research. * Develop and maintain relationships with key decision-makers in the target market. * Collaborate with internal teams to resolve customer issues and improve overall service delivery . contact number : 6281050794.

Roles and Responsibilities * Manage a portfolio of existing clients to achieve sales targets and expand the customer base. * Identify new business opportunities through networking, referrals, and market research. * Develop and maintain relationships with key decision-makers in the target market. * Collaborate with internal teams to resolve customer issues and improve overall service delivery . contact number : 6281050794.

Sales Manager – Insurance Sales Experience: 1 to 5 Years Industry: Banking / Insurance / Financial Services Location: Hyderabad Salary: 3,00,000 – 5,00,000 per annum (based on experience & last drawn CTC) Job Description: We are looking for experienced professionals from the Banking, Insurance, or Financial Services sector who are passionate about sales and customer engagement. The Sales Manager will be responsible for driving business growth through direct and agency sales. Key Responsibilities: Generate leads and acquire new customers for life/general insurance products. Build and maintain strong relationships with clients and channel partners. Achieve monthly and quarterly sales targets. ...

Candidate needs to have direct sales experience Candidate needs to be comfortable with field sales Candidate needs to have two-wheeler Candidates will hire agents to sell life insurance Interested candidates can call/whatsapp CV to Varun- 9310054306

Any Sales experience of 1 year is must Insurance OR Banking sales experience is preferred Identify and recruit potential advisors/agents & Train and motivate THEM Candidates Can Call or Whatsapp @HR JYOTI - 9266056478

Job Title: Associate Sales Consultant Company: Policybazaar.com Location: Chennai Experience: Freshers and Experienced can apply Education: UG,PG & Diploma Job Type: Full Time Industry: Insurance / Fintech Functional Area: Sales / Business Development Role Category: Tele Sales / Field Sales Salary: 2.55 LPA 4.00 LPA + Unlimited Incentives Job Description: Policybazaar.com is hiring Associate Sales Consultants for our Chennai office! If you're enthusiastic about sales and looking for growth in the booming fintech/insurance industry, this is the right opportunity for you. Roles and Responsibilities: Assist customers in buying insurance/financial products over the phone. Understand customer nee...

Major Responsibilities: Sourcing NTB customers: Source new customers through the open market, walk-ins, and references, ensuring a steady pipeline of potential customers. Account Activation: Activate accounts within the stipulated time (6 working days), ensuring the timely completion of account opening processes. Coordination: Coordinate with required teams and customers to ensure smooth account activation, providing excellent customer service and support. Schedule Meeting: Schedule meetings with potential new customers/business owners, ensuring timely completion of data collection processes. Major Deliverables: Accurate/Complete Data Submission: Submit accurate and complete data, ensuring c...

IPT - Inside Sales Partner Team - Bangalore Distribution (Partner) 0-5 FullTime Bangalore Inside Sales Partner Team About Vyapar: We are a technology and innovation company in the fintech space, delivering business accounting software to Micro, Small & Medium Enterprises (MSMEs). With more than Five Million users across 140 countries, we are one of the fastest growing companies in this space. We take the complexity out of invoicing, inventory management & accounting, making it so simple, such that small businesses can spend less time on manual bookkeeping and spend more time focusing on areas of business that matter. Role Summary: We are looking for an Inside Sales Partner Executive who will...

We have openings in ICICI prudential life insurance for banca channel Ctc max -3.75+30 k reminsument Age max-30 Any sales experience required with graduation Share cv orange.chd.nidhi@gmail.com 7018514644

As an Experienced Financial Sales Consultant at deVere, you will join a global leader in wealth management that empowers you with continuous training, career growth opportunities, and access to an international network of clients. Our culture thrives on ambition, innovation, and supporting our people to succeed. **Key Responsibilities:** - Manage diverse wealth portfolios with high-net-worth clients. - Provide personalized advisory services to build and manage client portfolios with tailored wealth solutions. - Advise on global investment opportunities. - Identify risks and opportunities for continuous Assets Under Management (AUM) growth. **Qualifications Required:** - Proven experience in ...