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6.0 - 11.0 years
9 - 12 Lacs
Hyderabad, Gurugram, Delhi / NCR
Work from Office
Upgrad Education is hiring For Recruitment Manager who will be support Hiring need of our leading Life Insurance client Location - Hyderabad (Person will manage entire south hiring with Team) Gurgaon Hyderabad (Person will manage North/East/West hiring with Team) Are you passionate about recruitment and building strong hiring pipelines in the insurance sector ? Join UpGrad Education and be the driving force in delivering and supporting our hiring partners for Agency Hiring . Role: Manager Recruitment Agency Channel Key Responsibilities: Act as the lead point of contact between UpGrad and its insurance hiring partners. Design, execute, and support hiring strategies specifically for agency channel recruitment . Collaborate with internal teams and insurance clients to understand manpower requirements. Drive end-to-end recruitment process: sourcing, screening, coordination, and final closures. Maintain healthy candidate pipelines and ensure timely delivery. Regularly interact with stakeholders to ensure quality and timelines are met. Provide market insights and feedback to optimize hiring strategies. Manage and Support team What We’re Looking For: Minimum 5 –10 years of recruitment experience , preferably in insurance/agency channel hiring . Strong understanding of life/general insurance agency models . Excellent communication, stakeholder management, and delivery ownership. Ability to work in a fast-paced, target-driven environment. Should have ability to manage team of 8-10 Interested candidates can mail their resume at monika.arora@upgrad.com
Posted 2 weeks ago
2.0 - 7.0 years
6 - 6 Lacs
Hyderabad, Pune
Work from Office
Recruit & train POSP insurance agents Maintain relation with the insurance agents Develop & implement sales strategies Generate report on sales performance & market trends Required Candidate profile 2 to 7 years of experience in General insurance sales Experience in insurance agent recruitment Willingness to do field sales Excellent communication and interpersonal skills Bachelor's Degree is must
Posted 2 weeks ago
2.0 - 5.0 years
3 - 5 Lacs
Thiruvananthapuram
Work from Office
Title: - Agency Growth Manager Role & responsibilities Key Responsibilities: Prospect, meet & convert potential customers to consistently achieve sales targets, with good sales closing ratio Conduct day-to-day sales and recruiting activities to select good quality of Insurance Advisors by prospecting, identifying, and sourcing good quality insurance advisors through presentations, constant follow ups, collection of necessary documentation and ensuring attendance of the prospective Advisors & Agency Leaders in the training programme. Train the Insurance Advisors through classroom and on the job training (accompanying them on sales calls, doing mock presentations, etc) to help them achieve sales and recruitment targets Targets; possess good storytelling skills Achieve business targets- Plan and implement achievement of sales targets month after month by setting individual targets for each of the Advisors in the team taking into consideration the Advisors potential and the total business target. Possess Leadership skills to motivate and develop the team of Insurance Advisors- Sustain the team of motivated Insurance Advisors through personal examples and by conducting motivational sessions, focus group discussions (FGDs) and feedback Programmes, etc. Good experience as mentor and coach to MDRT agents Understands persistency ratio and life insurance products Preferred candidate profile Minimum 2 years of Insurance or sales experience Perks and benefits As per company norms. Salary + Medical+ Travel+ Incentives + Foreign trips
Posted 2 weeks ago
1.0 - 6.0 years
3 - 4 Lacs
Lucknow
Work from Office
Urgent Hiring Agency Development Manager (ADM) Industry: Life Insurance | Channel: Agency Job Type: Full-time | Location: Lucknow Send your CV to: 9220170448 Contact: Soniya tomar Job Role: Recruit and develop a team of insurance agents/advisors Drive business through the team and meet monthly sales targets Provide training, motivation, and performance support Conduct market activities to generate leads Maintain strong relationships with clients and advisors Who Can Apply: Graduate in any discipline (mandatory) 6 months 5 years experience in sales/field marketing/insurance Prior experience in agency channel or BFSI preferred Must have good communication skills and local market knowledge Benefits: Fixed salary + attractive incentives Growth opportunity in Indias leading insurance companies Career path into leadership roles Apply Now Immediate Joining Preferred Share your CV on WhatsApp: 92201 70448 Locations : Lucknow
Posted 2 weeks ago
1.0 - 5.0 years
2 - 3 Lacs
Kolkata, Durgapur
Work from Office
Position Relationship Managers Department Bancassurance A. KEY RESPONSIBILITIES Achieving sales targets Increase in number of active branches Encouraging bank staff Arranging training programs for bank staff on products Increasing productivity B. MEASURE OF SUCCESS Achievement of sales target Relationship Management at Regional/Branch level C. Qualification / Experience Any Graduate or Post Graduate 1 to 2 years of relevant experience D. Skills Required Product Knowledge Action planning Good relationship with BMs / Bank Staff Good communication skills Persuasive
Posted 2 weeks ago
6.0 - 10.0 years
27 - 42 Lacs
Gurugram
Work from Office
Job Summary Ingenium product functional and technical knowledge Responsibilities Ingenium product functional and technical knowledge Certifications Required LOMA preferred
Posted 2 weeks ago
1.0 - 4.0 years
5 - 6 Lacs
Hyderabad
Work from Office
As part of the Client Servicing team, you will be the champion helping IndiaMART achieve its vision of empowering businesses across India. In this role, you have the opportunity to develop and nurture strong relationships with our clients, assisting them on their path to success by understanding their business needs and recommending tailored solutions to facilitate their growth. In this role as an individual contributor, you will take charge of achieving monthly client retention and renewal targets, providing you with an excellent opportunity to demonstrate your skills and make a meaningful impact in the company's success. Key Accountabilities: Conduct daily 4-5 in-person client meetings to ensure client satisfaction and platform utilization Maximize revenue through upselling and cross-selling Ensure systematic follow-up, time-bound closures and prompt resolution of complaints Why Join IndiaMART: Joining IndiaMART means becoming a part of shaping the future of business. As a leader in the B2B marketplace, we are at the forefront of driving innovation and transformation in how businesses buy and sell. Weekly Salary: We are Indias first organization to introduce weekly payout of salaries to ensure better financial planning & stability for our employees. Weekly Conveyance Payout : Weekly conveyance payout based on face to face meetings with the clients. Attractive Incentives: Our incentive programs are designed to recognize and reward your hard work, allowing you to earn more as you achieve more. Accelerated Career Growth: We offer a dynamic environment for rapid career growth. Many employees reach leadership roles within five years, with over 500 success stories. Learning Culture: Our I-LEAP program enables employees to learn while they work, offering attractive fee subsidiaries to each individual that they can use for their own learning &development. Mediclaim benefit: We have upto 2 lac amounting cashless facility free and no premium is recovered from the employee. Life insurance benefit: Upto 8 lac amounting at no extra cost Any graduate with 9 months of relevant experience in sales can apply
Posted 2 weeks ago
3.0 - 5.0 years
3 - 5 Lacs
Hyderabad
Work from Office
Job Summary We are seeking a skilled professional with 3 to 5 years of experience in the Life and Annuity domain for the role of SPE-Ins Claims. The candidate will work from our office during night shifts focusing on claims processing and analysis. This role requires a strong understanding of Life and Annuities Insurance to ensure accurate and efficient claims management contributing to the companys success and customer satisfaction. Responsibilities Analyze and process insurance claims in the Life and Annuity domain to ensure timely and accurate resolution. Collaborate with team members to identify and resolve discrepancies in claims documentation. Utilize domain knowledge to enhance the efficiency of claims processing and improve customer satisfaction. Maintain up-to-date records of claims and ensure compliance with company policies and industry regulations. Provide insights and recommendations to improve claims processing workflows and reduce processing times. Communicate effectively with internal and external stakeholders to facilitate smooth claims handling. Monitor claims trends and provide reports to management for strategic decision-making. Ensure adherence to quality standards and regulatory requirements in all claims processing activities. Support the development and implementation of new claims processing tools and technologies. Participate in training sessions to stay updated with industry trends and best practices. Assist in the preparation of claims-related documentation and reports for audits and reviews. Contribute to team meetings and discussions to share knowledge and improve processes. Engage in continuous learning to enhance domain expertise and professional growth. Qualifications Possess strong analytical skills and attention to detail for accurate claims processing. Demonstrate excellent communication skills for effective stakeholder interactions. Have a solid understanding of Life and Annuities Insurance to apply domain knowledge effectively. Show proficiency in using claims processing software and tools. Exhibit problem-solving abilities to address and resolve claims issues efficiently. Display a commitment to maintaining high-quality standards and compliance with regulations. Be open to working night shifts and adapting to a dynamic work environment. Certifications Required Certified Life and Health Insurance Specialist (CLHIS) or equivalent certification in Life and Annuities.
Posted 2 weeks ago
1.0 - 3.0 years
1 - 6 Lacs
Pune, Bengaluru
Work from Office
Responsibilities: Process and review Life insurance claims, ensuring adherence to company policies and guidelines. Verify claim documentation, including Death certificate , Employment details, medical records to rule out cause of death and co-morbidities, PMR, FIR , and other supporting documents. Examine insurance applications and documents to ensure accuracy. Communicate with claimants to obtain necessary information and explain the claim process. Assess the validity and coverage of claims, determining eligibility for reimbursement or settlement. Collaborate with claimants, insurance agents, and medical professionals to gather necessary information and resolve any claim-related queries or issues. Keep claim files organized, documenting all actions and decisions. Decision-Making: Determine claim payouts by verifying coverage and assessing the insurance policy. Collaborate with internal teams, such as underwriters and legal departments, to evaluate complex claims and ensure compliance with regulatory requirements. Keep up-to-date with insurance industry trends, policies, and regulations related to Life insurance claims. Requirements: DOCTORS Preferable. Degree in BMS/BAHMS/MBBS, etc (medical background) Previous experience in Life claims processing or a similar role within the insurance industry. In-depth knowledge of insurance principles, policies, and procedures, specifically related to Life Term insurance. Strong understanding of Life claim processing and settlement methodologies. Excellent analytical and problem-solving skills, with the ability to make sound decisions regarding claim eligibility and coverage. Attention to detail and accuracy in reviewing and processing claim documentation. Exceptional communication skills to interact effectively with claimants, insurance agents, and internal stakeholders. Proficient in using relevant software applications and tools for claim processing and record-keeping. Ability to work independently, manage multiple tasks, and prioritize workload effectively. Familiarity with regulatory guidelines and compliance requirements related to Life insurance claims. In addition to the above requirements, as an executive-level profile, the ideal candidate should also possess: Leadership skills to oversee and mentor a team of claims processors. Proven experience in managing and optimizing claims processing workflows. Strong problem-solving and decision-making abilities, particularly in complex or high-value claim scenarios. Excellent interpersonal skills to collaborate with senior management, stakeholders, and external partners. Demonstrated ability to analyze data, generate reports, and present findings to senior executives. Knowledge of strategic planning and business development concepts within the insurance industry.
Posted 2 weeks ago
10.0 - 15.0 years
35 - 50 Lacs
Noida, Pune, Bengaluru
Hybrid
Job Title: Gen AI Architect Experience: 10+ years Location: Noida/Gurugram/Pune/Bengaluru Role Overview: We are seeking a Tech Lead with deep expertise in architecture, system design, and Generative AI to lead high-impact projects across strategic insurance clients. The ideal candidate will combine technical depth with business acumen to translate client problems into scalable AI-driven solutions. Experience in the insurance domain is highly preferred. Key Responsibilities: Lead the architecture and technical solutioning for GenAI-powered use cases in the insurance industry. Work closely with business teams to ideate, assess, and create use cases that demonstrate tangible value. Design end-to-end systems that incorporate GenAI components, APIs, and cloud infrastructure. Own and drive technical delivery , ensuring scalability, performance, and alignment with client goals. Collaborate with engineers, product managers, and QA to deliver production-grade solutions. Serve as the technical face to the client, supporting solution discussions and managing stakeholder expectations. Evaluate and select the right set of GenAI tools and platforms (e.g., OpenAI, LangChain, RAG pipelines, etc.). Ensure data privacy, compliance, and security standards are upheld in every solution. Required Skills & Experience: 10+ years in software development/architecture with a strong track record in system design and enterprise delivery . Proven experience in designing AI/ML or GenAI solutions , preferably using tools like OpenAI, Azure OpenAI, LangChain, etc. Strong understanding of cloud infrastructure (AWS/Azure/GCP) and integration best practices. Experience working with insurance workflows like underwriting, claims, policy administration, or financial operations. Ability to create clear technical documentation , architecture diagrams, and engineering playbooks. Hands-on development experience in Python, Node.js, or similar languages is a plus. Strong stakeholder management and communication skills. Preferred Qualifications: Exposure to GenAI use cases in insurance (e.g., submission intake, risk summarization, broker email parsing, etc.) Experience working in Agile teams and fast-paced innovation environments. Familiarity with vector databases , retrieval-augmented generation (RAG), and MLOps pipelines. Prior experience leading cross-functional engineering teams.
Posted 2 weeks ago
1.0 - 2.0 years
3 - 3 Lacs
Bengaluru
Work from Office
Responsibilities: * Lead customer service team * Ensure compliance with regulatory standards * Manage insurance operations * Drive continuous improvement initiatives * Collaborate with stakeholders on strategy development Travel allowance House rent allowance Health insurance Maternity benefits in mediclaim policy Employee state insurance Life insurance Accidental insurance Maternity policy Gratuity Provident fund
Posted 2 weeks ago
9.0 - 14.0 years
25 - 32 Lacs
Pune, Bengaluru, Delhi / NCR
Work from Office
Business Architect AI & Insurance Transformation Location: Hybrid Experience: 10+ years Employment Type: Full-time Role Overview: We are looking for a strategic and hands-on Business Architect to bridge the gap between business strategy and technology execution. The ideal candidate should have deep experience in insurance domain operations , a strong understanding of AI and digital transformation , and the ability to design scalable business capabilities aligned with enterprise goals. Key Responsibilities: Define and maintain business capability maps , value streams, and process models Align business architecture with strategic goals and digital transformation roadmaps Collaborate with product, data, and engineering teams to translate business needs into scalable solutions Identify opportunities to leverage AI/GenAI for business process optimization Work with business stakeholders to assess current-state processes and define target-state architectures Support solution architects and product managers by providing business context and models Ensure alignment between business processes, data flows, and technology enablement Contribute to business case development, investment planning, and value realization tracking Required Skills & Experience: 10+ years of experience in business analysis, enterprise/business architecture, or solution design Strong knowledge of insurance operations , such as underwriting, claims, policy admin, etc. Exposure to AI/GenAI use cases in insurance or BFSI sectors Experience with business modeling techniques (e.g., BPMN, capability mapping, value streams) Ability to drive cross-functional workshops and lead structured discovery sessions Understanding of enterprise architecture frameworks (TOGAF, BIZBOK, etc.) is a plus Strong communication and documentation skills with C-level exposure Nice to Have: Certification in Business Architecture (e.g., BIZBOK, TOGAF, SAFe) Hands-on experience working with AI delivery teams or product squads Familiarity with agile delivery and digital platforms (low-code/no-code tools)
Posted 2 weeks ago
1.0 - 6.0 years
1 - 2 Lacs
Chennai
Work from Office
Job Description Coordinate with patients, insurance companies, and internal departments for smooth processing of cashless claims. Facilitate timely pre-authorization approvals and ensure all required documents are submitted. Maintain records of all TPA communications and claim documents. Handle queries from patients and their attendants regarding insurance claims. Follow up with TPAs/insurance companies for pending approvals and payments. Reconcile TPA receivables and ensure timely payment posting and recovery. Assist the billing team in preparing final bills for insured patients. Ensure compliance with hospital policies and insurance guidelines. Regularly update TPA software and internal MIS systems with accurate information. Required Candidate Profile: Any Graduate with 14 years of experience in hospital insurance. Pleasant personality with good communication and interpersonal skills. Basic computer proficiency and familiarity with hospital billing/TPA processes. Ability to work in a fast-paced hospital environment. Interested candidates please forward your resume to the below mentioned contact number Thanks & Regards, HR Team- 7299052617. Miot International.
Posted 2 weeks ago
0.0 - 3.0 years
1 - 3 Lacs
Mumbai, Mumbai Suburban, Mumbai (All Areas)
Work from Office
Process:- SBI LIFE INSURANCE (Telesales) Good Communication Freshers/Experienced both can apply. 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 23,000 in hand Apply Now! We are hiring Fresher & Experienced welcome To schedule your interview , contact us via call or WhatsApp: HR Ashwini :- 9923656681
Posted 2 weeks ago
1.0 - 4.0 years
3 - 4 Lacs
Noida
Work from Office
Hiring for Leading ITES Company In Gurgaon for Customer Support. Key Highlights: 1: Graduate with min 1 year experience in customer support 2: Candidate Must Not Have Any Exams in the Next 6 Months 3: Day and Evening Shifts 4: 5 Days Working 5: 4000 TA 6: Excellent Communication Skills 7: Immediate Joiners Preferred A Customer Support Specialist, also known as a Customer Service Representative, is primarily responsible for handling customer inquiries, resolving issues, and ensuring a positive customer experience. They act as the first point of contact for customers, providing assistance and support via various channels like phone, email, or chat. Daily Walkin @ Outpace Consulting, C-29, Sec 2 Noida (Nearest Metro Noida Sec 15, Exit Gate 3) Landmark : Near Hotel Nirulas Walkin Time : 11 am to 3 Pm Ritika @ 8299619074, Somya @ 9461962110, Qasim @ 8056419536 Whatsapp Your CV @ 9721919721 Key Responsibilities: Responding to customer inquiries: Answering questions about products or services, providing information, and offering guidance. Resolving customer issues: Troubleshooting problems, addressing complaints, and finding solutions to customer concerns. Providing support: Helping customers navigate product features, troubleshoot technical difficulties, and make the most of their experience. Managing customer interactions: Maintaining a positive and professional attitude, actively listening to customer needs, and ensuring their satisfaction. Recording and reporting: Documenting customer interactions, tracking issues, and providing feedback to improve customer service processes.
Posted 2 weeks ago
2.0 - 7.0 years
6 - 6 Lacs
Chennai, Bengaluru
Work from Office
Recruit & train POSP insurance agents Maintain relation with the insurance agents Develop & implement sales strategies Generate report on sales performance & market trends Required Candidate profile 2 to 7 years of experience in General insurance sales Experience in insurance agent recruitment Willingness to do field sales Excellent communication and interpersonal skills Bachelor's Degree is must
Posted 2 weeks ago
2.0 - 7.0 years
6 - 6 Lacs
Chennai, Bengaluru
Work from Office
Recruit & train POSP insurance agents Maintain relation with the insurance agents Develop & implement sales strategies Generate report on sales performance & market trends Required Candidate profile 2 to 7 years of experience in General insurance sales Experience in insurance agent recruitment Willingness to do field sales Excellent communication and interpersonal skills Bachelor's Degree is must
Posted 2 weeks ago
0.0 - 5.0 years
1 - 4 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
STAR HEALTH -Insurance Sales process, Telesales -Need Versant 4 candidates (Good English, Marathi is mandatory) -Qualification:- Min HSC -Any sales exp-Min 6 months -Salary upto - 4LPA Please note: we are not hiring freshers. Required Candidate profile -Weekly Off: Rotational -Shift Time: 9:30 AM to 6:30 PM -Age Limit: Max30 To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri:- 7796426785 Perks and benefits Incentives and growth opportunities.
Posted 2 weeks ago
3.0 - 7.0 years
0 Lacs
telangana
On-site
As a Relationship Manager in this role, you will be responsible for managing the existing relationships of BBG Customers. This includes overseeing high value clients and ensuring their continued loyalty over an extended period by enhancing engagement efforts. Moreover, you will be tasked with acquiring new relationships within the defined business segment to contribute to the growth of the bank's asset book. Your primary goal will be to increase the bank's revenue beyond what is typically achieved by regular Relationship Managers. This involves maximizing revenue streams by enhancing the wallet share of revenue-generating products through cross-selling strategies. These products may include insurance, trade services, forex solutions, liability products, and LAP offerings. Overall, your focus will be on building and nurturing strong relationships with clients, both existing and potential, to drive growth and profitability for the bank.,
Posted 2 weeks ago
0.0 - 4.0 years
0 Lacs
ghaziabad, uttar pradesh
On-site
As a Senior Officer (SO) or Associate Manager (AM) at Direct Sales Axis Max Life, you will be responsible for engaging in direct sales activities aimed at promoting and selling insurance products. Whether you are a fresher or have relevant experience in the Insurance/Broking/Banking/Life Insurance sectors, there are opportunities for you to grow in this role. For the position of Senior Officer (SO), the salary offered can go up to 2.7 LPA, while for the Associate Manager (AM) role, the salary can reach up to 3.5 LPA. It is essential for the AM role to have a minimum of 6 months of experience and a mandatory graduation degree with all marksheets and certificates in place. Additionally, the age requirement for both positions is below 35 years. Your primary responsibilities will include managing leads provided by the company as well as leveraging your personal network to generate sales opportunities. You will be expected to sell insurance products, communicate policy benefits clearly, and explore cross-selling and upselling opportunities within the existing customer base. Furthermore, you will be involved in collections, renewals, scheduling and conducting client meetings, and ensuring that sales targets and performance metrics are met. Please note that this role entails a mix of office and fieldwork, with approximately 50% of the job requiring field visits. The final CTC will be determined during the interview process. Experienced individuals can anticipate drawing incentives of not less than 25k/annum or 2k per month with valid proofs. This is a full-time and permanent job opportunity suitable for both freshers and experienced professionals. As part of the benefits package, life insurance and provident fund options are available for employees. If you are enthusiastic about a career in direct sales within the insurance industry and meet the eligibility criteria mentioned above, we encourage you to apply for this position and be a part of the Direct Sales Axis Max Life team.,
Posted 2 weeks ago
2.0 - 6.0 years
0 Lacs
rajkot, gujarat
On-site
As a Sales Executive at Mahindra Insurance Brokers Ltd. (MIBL), you will play a crucial role in changing lives and revolutionizing the insurance sector in India. Since our establishment in 2004, MIBL has been dedicated to providing exceptional insurance broking services. With a Direct Broker's License granted by the Insurance Regulatory and Development Authority (IRDA), we specialize in offering custom solutions in Life and Non-Life insurance businesses. Our commitment to excellence is evident through our prestigious ISO 9001:2015 Certification for Quality Management Systems. Your responsibilities will include identifying and pursuing sales leads, delivering compelling presentations, and successfully closing sales for health insurance policies. By conducting thorough client needs assessments, you will be able to recommend suitable health insurance plans tailored to individual requirements. Building strong relationships with clients is at the core of our business, and your dedication to providing outstanding customer service will be instrumental in fostering these connections. To excel in this role, you must possess a deep understanding of health insurance products and stay informed about industry trends. Meeting or surpassing sales targets is essential, and your contribution to achieving overall branch goals will be highly valued. Accurate record-keeping of sales activities and client interactions is crucial to ensure transparency and efficiency in our operations. Adherence to company policies and regulatory guidelines related to sales practices is non-negotiable. Your compliance with these standards will uphold the integrity and reputation of MIBL in the insurance market. A strong skill set encompassing sales generation, customer relationship building, product knowledge, and compliance is essential for success in this dynamic role. Join us at Mahindra Insurance Brokers Ltd. and be a part of a team that is dedicated to making a positive impact on the insurance industry while delivering exceptional service to our valued clients.,
Posted 2 weeks ago
2.0 - 6.0 years
0 Lacs
kolkata, west bengal
On-site
As an Insurance Sales Representative at Goswami Capitals, you will play a crucial role in selling insurance policies, delivering top-notch customer service, and catering to clients" insurance requirements. You will be based in Kolkata and expected to interact with potential clients, elucidate insurance schemes, address customer queries, and foster relationships with insurance providers and brokers. Your primary responsibilities will revolve around promoting insurance products, ensuring client satisfaction, and facilitating seamless transactions. Your adeptness in Insurance Sales, Insurance Brokerage, and Customer Service will be pivotal in excelling in this role. Your sales acumen and ability to communicate effectively will be essential for success. The role demands both independent work capabilities and collaborative teamwork. Having prior experience in the insurance sector is advantageous for this position. A background in Business, Marketing, Finance, or a related field at a Bachelor's level will be beneficial. At Goswami Capitals, we emphasize a client-centric approach, compliance, and transparency in all dealings. Join us in not just providing services but in fostering enduring financial confidence among our clients.,
Posted 2 weeks ago
2.0 - 6.0 years
0 Lacs
chittorgarh, rajasthan
On-site
As a potential candidate for this position, you will be responsible for handling a variety of financial products including Home Loans, LAP (Loan Against Property), Car Loans, and Insurance services. Your role will involve assisting clients in understanding the different loan options available to them based on their requirements and financial situations. You will be expected to provide guidance to clients in choosing the right product that best suits their needs. Your day-to-day tasks will include evaluating loan applications, verifying financial information provided by clients, and ensuring that all necessary documentation is in place for the loan processing. You will need to have a good understanding of the various loan products offered by the company and stay updated on the latest trends in the financial industry. Furthermore, you will be required to build and maintain relationships with clients to ensure customer satisfaction and retention. Strong communication and interpersonal skills will be essential in this role to effectively communicate with clients and address any queries or concerns they may have regarding their loans or insurance policies. Overall, this position offers an exciting opportunity to work in the financial services sector and help clients achieve their financial goals through the products and services offered by the company. If you have a passion for finance and enjoy working with clients to find solutions that meet their needs, then this role may be the perfect fit for you.,
Posted 2 weeks ago
2.0 - 6.0 years
0 Lacs
maharashtra
On-site
As a Sales Executive / Customer Service / Banking & Insurance / Logistics professional at NPM Recruitment Firm located in Mumbai, you will be responsible for managing customer inquiries, identifying sales opportunities, supporting client accounts, coordinating with internal teams, preparing sales reports, and staying updated on industry trends. To excel in this role, you should have experience in Sales, Customer Service, and Client Account Management along with knowledge of Banking, Insurance, and Logistics industry trends. Strong communication and negotiation skills, proficiency in CRM software and MS Office Suite, excellent problem-solving and multitasking abilities, as well as the ability to work both independently and as part of a team are essential. A Bachelor's degree in Business, Marketing, Finance, or a related field is preferred, and previous experience in recruitment firms or related sectors would be advantageous.,
Posted 2 weeks ago
1.0 - 5.0 years
0 Lacs
noida, uttar pradesh
On-site
As a Wealth Manager at our growing investment advisory team in Connaught Place, you will play a crucial role in acquiring new clients and providing them with expert advice on various investment options such as mutual funds, insurance, fixed deposits, real estate, and more. Your responsibilities will include identifying and acquiring high-potential clients, understanding their financial objectives and risk tolerance, recommending suitable investment products, and maintaining long-term relationships based on trust and performance. You will be expected to proactively prospect new clients through leads, referrals, and self-sourced channels, while also selling and servicing a diverse range of offerings including Mutual Funds, Life & Health Insurance, FDs, Bonds, and Real Estate. Conducting regular portfolio reviews, cross-selling new products, staying updated with market trends, product changes, and compliance guidelines are essential aspects of this role. To excel in this position, you should possess a Bachelor's degree and demonstrate strong communication, persuasion, and relationship-building skills. Freshers with a keen interest in sales and finance are encouraged to apply. Being self-motivated, result-oriented, and passionate about helping individuals grow their wealth are key attributes we are looking for. While prior knowledge of mutual funds, insurance, or financial products is beneficial, certification in AMFI/NISM/IRDA is preferred or the willingness to pursue it is essential. This is a full-time position with a day shift schedule. Ideally, candidates applying for this role should have at least 1 year of total work experience. The work location is in person, providing you with the opportunity to engage with clients directly and build strong, lasting relationships.,
Posted 2 weeks ago
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