623 Insurance Advisory Jobs - Page 5

Hiring Telesales Officers Star Health Insurance Location: Marol, Andheri East Languages: Marathi (Mandatory), Hindi, English Qualification: HSC/Graduate Experience: Min 1 year in telesales (No freshers) Salary: 18,00028,000 in-hand (Up to 4 LPA) Shift: 9:30 AM 6:30 PM | Rotational week off Age Limit: Up to 30 years Documents: OL/Experience Letter required Call HR Sakshi: +91 84325 37262

Hiring Telesales Officers – Star Health Insurance -Experience: Min 1 year in telesales (No freshers) -Salary: 18,000–28,000 in-hand (Up to 4 LPA) -Shift: 9:30 AM – 6:30 PM -Age Limit: Up to 30 years -Documents: OL/Experience Letter required Required Candidate profile Qualification:- Hsc Pass Rotational week off Location:- Marol, Andheri East Contact on Call HR Sakshi: +91 84325 37262 Perks and benefits Good salary Range With Friendly Work culture !

Process:- Insurance Sales Officer - Telesales - HSC to any graduate - Salary:- Upto 25,000 (Depends on last drawn ) - Totally office work - Fresher apply now - Good Communication required Required Candidate profile Qualifications:- Min HSC Location:- Malad & Virar, Mumbai To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Kunal - 7378450713 Perks and benefits Good salary with unlimited Incentives

Process:- SBI LIFE INSURANCE (Telesales) Location:- Virar and Malad, Mumbai Qualification: - HSC Pass To Any Graduate Requirement:- Good Communication Freshers/Experienced both can apply. 12th Pass with Min 2 years. Good English Communication Skills Shift timings: Rotational day shift &week Off Min qualification- Graduate Freshers or any Telesales experience with Excellent Comms skills Shift: 9:30AM to 6:30PM Desired Candidate Profile:- Min qualification-HSC 15,000 to 25,000 in hand (Salary will be closed on the basis of the candidates skillset and previous package) How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Kunal:- 7378450713

Job Summary: We are seeking an experienced and dynamic professional for the position of Sr. Manager / Chief Manager / AVP Wealth Management . The ideal candidate will be responsible for managing high-net-worth clients, providing customized investment solutions, and contributing to the growth of AUM by acquiring and retaining clients. The candidate must possess strong domain knowledge, excellent relationship management skills, and a proven track record in wealth management and financial advisory. Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interpersonal, networking, and relationship-building skills. Excellent communication and listening abilities with the knack for simplifying complex financial concepts. Professional demeanor with confidence in client interactions and presentations. Sound financial and analytical skills to understand and address client financial goals. Ability to work under pressure and remain compliant with internal processes and regulatory norms. Target-oriented with a keen eye for opportunities to increase profitability. Strong documentation and compliance adherence capabilities. Desired Candidate Profile: Experience: 712 years in Wealth Management, Financial Planning, and Investment Advisory. Certifications: Possession of relevant certifications (e.g., NISM, CFP) is preferred. Product Knowledge: In-depth exposure to Mutual Funds, PMS, AIFs, Insurance, FDs, etc. Track Record: Proven success in AUM acquisition and relationship management. Minimum AUM Handled: 30 Cr

Hiring for- Investment Advisor & Cross Sale Shift: 5 Days Working * Graduation mandatory. * Sales exp required mutual funds and BFSI industry * Experience in BPO or financial services. Salary- 2,0000 - 40000 HR Himanshu 6232535322 Required Candidate profile Excellent written or verbal communication is required Banking experience is mandate

About the company: The Financialist is backed by Zerodha as an investor and strategic partner. The Financialist is a digital family office that manages the personal finances of individuals and their family members comprehensively. The Financialist is reimagining how individuals manage their finances viz. insurance, investments, taxes, et al. About the Role - Management Trainee What are we looking for? The Financialist is seeking an individual who swears by "Stay Hungry Stay Foolish" and comes up with innovative solutions. You'll be part of the management training program and will work in multiple business verticals. Job Description: The role of Management Trainee involves contributing to multiple business verticals. This role will be for 6-9 months. These verticals include the following: - Insurance advisory - Home loan advisory - Wealth advisory - Founder's office Post the management training period, the Trainee will start working in one or two verticals. Tasks encompass administrative duties, market research, identifying growth opportunities, loan advisory, insurance advisory, and aspects of wealth management. Throughout this journey, you will have the opportunity to learn and grow, gaining valuable insights from industry leaders and the startup ecosystem. This position is suited for a highly organized and motivated individual seeking dynamic learning experience. Role and Responsibilities: - Meeting (online) with clients. - Offering specialized financial guidance and advice. - Completing financial needs analyses. - Creating and explaining customized plans. - Offer advisory related to the products in depth- life, health, motor, travel, other retail insurance offerings, home loan traditional, home loan OD saver, and other financial products Requirements: - Bachelor's degree in finance or similar - Strong number crunching skills to decomplex financial products- - Strong verbal and written communication skills - A professional appearance - On-going training in the latest products and benefits - Attendance at product launches and seminars - Working Knowledge in MS Office (Excel & PPT)- Critical traits: - Communication- listening and articulation skills - Hinglish is mandatory language - Attention to detail - Ability to work both- independently (individual projects) and in collaboration with teams - Time management skills - Go Getter attitude - Mindset- disagree but commit What to expect in return? - We guarantee financial and professional growth who commits a minimum of 2 years to us. - The team member can expect to be amongst the top performers amongst his/her peers in that time span. Future opportunities include: - Within the organization- leadership track, project leader track, or growth/ expansion track. - Outside- Entrepreneurship; Strategy/ leadership role at another startup or mature organization.

Job Specifications Role Designation: Sales - Insurance Department : Product Development Function: Sales - Insurance Company: Reporting to: Group Leader Product Development-Insurance Location: Prabhadevi Mumbai CTC- 8 to 12 Lpa Depend on Interview Preferred Insurance Company Candidates Job Purpose We are seeking a dynamic and experienced individual to join our team in to Insurance Sales. This role is responsible for leading and supporting the sales efforts across various channels, including Omni, IFA, Remiser, Branch, and PCG, with the exception of Franchise. The primary focus will be on generating leads for life, health, and general insurance products, as well as driving cross-selling and upselling initiatives for existing customers. Key Deliverables 1. Sales Strategy: Develop and implement sales strategies and action plans to drive business growth across the assigned channels. Analyse market trends, competition, and customer needs to identify opportunities for product enhancements and market expansion. 2. Lead Generation: Collaborate with the sales team to generate leads for life, health, and general insurance products through various channels, such as referrals, cold calling, networking, and online platforms. Monitor lead quality and provide guidance on effective lead conversion techniques. 3. Customer Relationship Management: Work closely with the sales and advisory teams of direct and indirect channels (excluding Franchise) to foster strong customer relationships. Support the team in engaging with customers, understanding their insurance needs, and providing customized solutions. HR Jyoti 6265143779

Job Specifications Role Designation: Sales - Insurance Department : Product Development Function: Sales - Insurance Company: Reporting to: Group Leader Product Development-Insurance Location: Prabhadevi Mumbai CTC- 8 to 12 Lpa Depend on Interview Preferred Insurance Company Candidates Job Purpose We are seeking a dynamic and experienced individual to join our team in to Insurance Sales. This role is responsible for leading and supporting the sales efforts across various channels, including Omni, IFA, Remiser, Branch, and PCG, with the exception of Franchise. The primary focus will be on generating leads for life, health, and general insurance products, as well as driving cross-selling and upselling initiatives for existing customers. Key Deliverables 1. Sales Strategy: Develop and implement sales strategies and action plans to drive business growth across the assigned channels. Analyse market trends, competition, and customer needs to identify opportunities for product enhancements and market expansion. 2. Lead Generation: Collaborate with the sales team to generate leads for life, health, and general insurance products through various channels, such as referrals, cold calling, networking, and online platforms. Monitor lead quality and provide guidance on effective lead conversion techniques. 3. Customer Relationship Management: Work closely with the sales and advisory teams of direct and indirect channels (excluding Franchise) to foster strong customer relationships. Support the team in engaging with customers, understanding their insurance needs, and providing customized solutions. HR Jyoti 6265143779

Looking for someone with good knowledge of insurance for one of the leading Life insurance company. Identify and onboard quality life insurance advisors from the local market. Guide and support them to generate business and achieve monthly targets. Required Candidate profile Age: 25 to 38 years, BFSI experience preferred (especially in liability sales profiles like FD, RD, CASA, Life Insurance, General Insurance, Health Insurance)Communication & people management skills.

Looking for someone with good knowledge in insurance for one of the Leading Life insurance company. Promote and sell to customers of partner banks. Sell insurance products through assigned partner bank branches. Required Candidate profile Age: 25 to 30 years, Minimum 6 month to 2 year in Insurance or BFSI sector (only liability sales like FD, RD, CASA, LI, GI, HI) Strong selling and negotiation skills, Result-oriented.

We are Hiring for Agency Manager 1 Year Experience in BFSI Sector Graduation Role- 1 -Create a strong and sustainable distribution model through existing and new Financial Consultants Candidate must have Vehicle No Charges Contact 09340458060

*Calling leads provided by company *Develop a deep understanding of our insurance products and services *Present insurance solutions to clients, address their inquiries, and guide them *Telesales experienced is must *excellent communication Required Candidate profile * Good English communication is must * Tele calling / BPO / Any sales Experienced Preferred * Under grad is also eligible * Min 6 Month experience * B2C sales * Must speak english and malayalam Perks and benefits 12th pass are also eligible for the role

Bangalore JOB DESCRIPTION: Retail Sales Role - WealthAdvisor Position: Retail Sales Advisor Location: BangloreRole Overview: As a Retail Sales Advisor, you will help clients build wealth through smart equity investments. You will spend most of your day talking to potential customers on the phone,selling our products. Good communication skills are essential. You will need to plan and make new and follow-up calls to meet your targets. Knowing about the equity market andbeing good at selling is crucial. Responsibilities: • Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size • Identify fitment of sales products matching the clients investing goals • Interact with potential customers with the emphasis on high quality lead conversions. • Proactively follow up leads assigned by Sales Head and report the progress with mitigation plan on how to achieve the results as well. • Work closely with the Sales Head to achieve sales objectives. • Contribute to the team performance by sharing and implementing Best Practice Ideas. • Disseminate the learnings/ good practices across team(s) so that the knowledge sharing is encouraged and rewarded likewise

Process:- Sales Executive (insurance sales) - HSC to any graduate - Salary:-15k To 25k CTC (Depends on last drawn ) - location :- Virar & Malad, Mumbai - Totally office work - Fresher apply now - Lang : Marathi-Hindi /English (Linguistic) Required Candidate profile Qualifications:- Min HSC salary :- 15,000 to 25,000 CTC To schedule your interview Call or send your CV through WhatsApp HR Aditi:- 7756839865 Perks and benefits Good salary with unlimited Incentives

Process:- SBI LIFE INSURANCE (Telesales) Location:- Virar and Malad, Mumbai Qualification: - HSC Pass To Any Graduate Requirement:- Good Communication Freshers/Experienced both can apply. 12th Pass with Min 2 years. Good English Communication Skills Shift timings: Rotational day shift &week Off Min qualification- Graduate Freshers or any Telesales experience with Excellent Comms skills Shift: 9:30AM to 6:30PM Desired Candidate Profile:- Min qualification-HSC 15,000 to 25,000 in hand (Salary will be closed on the basis of the candidates skillset and previous package) How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Aditi:- 7756839865

Bulk Hiring For HSC Pass -BPO voiec process - HSC to any graduate - Salary:-15k To 30k CTC (Depends on last drawn ) - location :- Navi mumbai and Mumbai - Totally office work - Fresher apply now - Lang : Marathi-Hindi /English (Linguistic) Required Candidate profile Qualifications:- Min HSC salary :- 15,000 to 25,000 CTC To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Kunal:- 7378450713 Perks and benefits Good salary with unlimited Incentives

Process:- SBI LIFE INSURANCE (Telesales) Location:- Virar and Malad, Mumbai Qualification: - HSC Pass To Any Graduate Requirement:- Good Communication Freshers/Experienced both can apply. 12th Pass with Min 2 years. Good English Communication Skills Shift timings: Rotational day shift &week Off Min qualification- Graduate Freshers or any Telesales experience with Excellent Comms skills Shift: 9:30AM to 6:30PM Desired Candidate Profile:- Min qualification-HSC 15,000 to 25,000 in hand (Salary will be closed on the basis of the candidates skillset and previous package) How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Kunal:- 3784 50713

Hiring Insurance Advisor for our MNC client. Any graduate with minimum 4 years of experience in UK insurance(voice) can apply. Note- Apply only if you have relevant experience. UK shifts Salary up-to-10LPA Location- Pune Contact HR Alfiya- 8308769531

*Calling leads provided by company *Understanding potential consumers insurances needs *Give insurance solutions to clients, address their inquiries, and guide them * Good English communication is must Required Candidate profile * Minimum 6 month of telesales experience * Under grad is also eligible * B2C Sales * Tamil/Telugu / Kannada/ Malayalam Any one language speaker Perks and benefits 12th pass are also eligible for the role

*Calling leads provided by company *Understanding potential consumers insurances needs *Give insurance solutions to clients, address their inquiries, and guide them * Good English communication is must Required Candidate profile * Tele calling / BPO / Any sales Experience Preferred * Under grad is also eligible * At least 6 months experience required * B2C Sales Perks and benefits Incentives Career growth

Hiring for- Investment Advisor & Cross Sale Shift: 5 Days Working * Graduation mandatory. * Sales exp required mutual funds and BFSI industry * Experience in BPO or financial services. HR Himanshu 6232535322 Salary- 2,0000 - 32000 Required Candidate profile Graduate is mandatory NISM Certificate

-Responsible for build up your team by using your self-network -You have to train and motivate them for sales -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings

* The candidate has to handle tie-up banks. * Regularly visiting all the branches across the territory * To build relationships with existing customer * Lead Closing * Handle the walk-in customer through tie-up Banks. * 100% lead provide Required Candidate profile * Qualification : Graduate * Experience : Min 1+ year of any Sales / Banking / Finance / Insurance sector * Age criteria : 21 to 37 Years * Good Communications Skills * Fresher's Can't Apply

Candidate needs to have BFSI Experience Candidate needs to have a two-wheeler Candidate needs to be comfortable with field sales Candidates with Life Insurance experience are preferred Interested candidates do call/WhatsApp CV to HR Mansi- 8595586162