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0.0 - 5.0 years
1 - 4 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Work From Office Location - MBC Park Kasarvadavali Thane- 400615 Shifts Timing: - Day Shift Preferred candidate profile HSC / Graduates can apply Freshers can apply Marathi And Hindi Good communication / Average english Salary:- 15,000 in-hand to 25,000 in-hand plus incentives. Rotational week off Rounds of Interviews: HR round Operations round Pick and drop from Thane station to office Interested can reach out on HR Rutuja:-9822686638
Posted 3 weeks ago
3.0 - 7.0 years
2 - 3 Lacs
Ambala
Work from Office
Experience in Team handling role Experience in Insurance Sales Minimum 3 + Years Experience In insurance Manager
Posted 3 weeks ago
0.0 - 3.0 years
2 - 4 Lacs
Pimpri-Chinchwad, Pune
Work from Office
Graduate Freshers or Experienced can apply Fluent communication in English & Hindi Location : Kharadi, Pune Day Shift, No cab facility Salary : 25k to 35k CTC per month 6 days working, Sunday is a fixed off Apply : Wp OR Call HR Gaurav - 9325399945
Posted 3 weeks ago
0.0 - 1.0 years
0 - 3 Lacs
Vadodara
Work from Office
About Befree : Trusted by over 700 businesses, we are one of the largest bookkeeping companies in Australia & UK. We deliver best practice bookkeeping, accounts and payroll solutions tailored to your business needs. Our services are tailored to your business needs and are designed with a long-term approach. We provide a full range of services bookkeeping and accounting services at a price that wont break your budget. For more details visit : www.befree.com.au The Role of the Paraplanner The Paraplanner role may be broken down into four key parts: A. Preparing and maintaining the client file B. Preparing recommendations C. Implementing recommendations D. Review A. Preparing and maintaining the client file : GenerallytheFinancialPlannershouldcollectthequalitativeinformation(clientattitudes,life goalsetc)leavingtheparaplannertocollectallthequantitativedetailedinformationrequiredto compile a financial plan. The Paraplanner may attend client meetings. Specific activities include: • Check all compliance paperwork is present • Confirm client risk profile is determined • Discuss client objectives with planner •Identify and obtain the information necessary to compile financial cash flow forecast • Compile draft net worth statement; income and expenditure statements and financial cash flow forecast and discuss with planner. B. Preparing recommendations: Identify areas for planning • Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the clients needs • Prepare information/comparisons for analysis by planner • Liaise with clients providers. • Consider current and future allocation of assets for investment strategy with regard to client risk profile • Generate quotes and illustration online from respective providers • Generate quotes and illustration Online from respective providers • Prepare draft recommendation reports to be discussed/signed off by planner. C. Implementing recommendations: Prepare suitability letters in accordance with the agreed recommendations • Complete application / proposals forms • Ensure all compliance paperwork is in order • Make changes to clients investments as instructed •Implement the chosen investment strategies • Learn and execute the re-registration processes D. Review Act asmain point ofcontact anddealeffectively with queries from clients andother parties through effective communication • Establish and build strong relationships with clients and attend client meetings with planner if required • Preparing client valuations • Organise future planning meetings with client • Review investment portfolio, asset allocation, risk profile etc • Send planning figures toclient for update and revision in preparation for next meeting •Initiate review meetings with clients • Liaise with providers for fund valuations Key skills/Experience Required • Understanding of the Financial Planning process • Experience 2 years and above • Masters & Bachelors degree in business Finance, M.Com, CFP or a related field • Ability to achieve agreed outcomes without supervision • Priorities and plan own workload • Detailed and accurate • Quick adaptability of learning clients back office and analytical systems. • Articulate • Excellent interpersonal skills, both written and verbal • Ability to multitask and prioritize effectively • Good IT skills • Good report writing skills • candidates should be ready to adapt all other duties that the company sees fit and relevant to the business requirements. Desirable • Broad knowledge of financial services world • High level of technical knowledge • As the UK market is always demanding for quality work, you should continuously upgrade your knowledge through continuous reading (in free time) or with the help of your seniors. Job Timings: 10:30 AM To 7:30 PM (1st sat ,3rd sat & 5th sat off) Salary: As per Industry standards.
Posted 3 weeks ago
2.0 - 4.0 years
1 - 1 Lacs
Pune, India
Work from Office
About Us : SG Analytics (SGA), a Global Insights and Analytics company, focuses on ESG, Data Analytics, and Investment & Market research services. The company has a presence in New York, San Francisco, Austin, Seattle, Toronto, London, Zurich, Pune, Bengaluru, and Hyderabad and growing consistently for the last few years. SGA is a Great Place To Work (GPTW) certified company, and with its thriving work environment shaped by a growth mindset, abundant learning, and a meritocracy-driven culture, SG Analytics has also been awarded regional best employer in 2016, 2018 & 2020. Experience & Skills Domain Expertise 3+ years of experience in in manual testing Relevant higher educational and professional background with 5 years of relevant working experience Mandatory: Hands-on experience in the insurance domain—preferably Property & Casualty (P&C). Understanding of insurance products, coverages, rating logic, and regulatory documentation Quality Assurance Able to work independently and in a global team setup to take on initiatives with a positive attitude Strong manual testing skills, including writing and executing test cases, test planning, and regression testing. Experience in documentation testing for insurance policies and customer communications Agile Project Delivery Proven experience working in Agile/Scrum teams. Proficient in JIRA, Confluence, or equivalent Agile project and defect tracking tools Collaboration & Communication Effective communication skills to interact with developers, business users, and QA peers across regions. Ability to participate in cross-functional meetings and support project-level QA planning and reporting.
Posted 3 weeks ago
0.0 - 5.0 years
3 - 4 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
No 1 Bank is hiring Graduates for below role Video KYC Officer Phone Banking Officer Service Assurance team Social Media Escalations Outbound NRI Customer Service Virtual Care Off Retail lability -outbound Sales Call 8169642494 Yogesh www.hyfly.in Required Candidate profile Tele Sales with good comms Graduation is mandatory Immediate joiners Executive is responsible to to engage with New to Bank + Existing customers of the Bank further Cross Sell Products of the Bank
Posted 3 weeks ago
0.0 - 5.0 years
3 - 6 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Requirements: -Hiring: Sales Executive – BFSI (Female Only) -Minimum HSC Pass -Salary: 35,000 – 40,000 Take Home -At least 1 year of sales calling experience in BFSI (Insurance/Investment) – mandatory -Excellent communication – Versant 8 /MX Quality Required Candidate profile HSC or Any graduate / Under graduate To schedule your interview Call or send your CV through WhatsApp (number mentioned below) Hr Mangesh :- 7798214006 (Call and What's app)
Posted 3 weeks ago
5.0 - 7.0 years
5 - 7 Lacs
Coimbatore, Tamil Nadu, India
On-site
Core Competencies: Insurance Domain Expertise (Life, Health, General) RFP/RFI Management & Proposal Writing Business Requirements Analysis Go-to-Market Strategy Support Stakeholder Engagement & Management Presentations Cloud & SaaS-Based Insurance Platforms Competitive Positioning & Market Intelligence Agile Methodology & Collaboration with Product Teams Product Demonstrations & Solution Consulting Key Responsibilities: Lead pre-sales engagements for core insurance and digital platform products, articulating value propositions tailored to client pain points and business goals. Partner with sales and product teams to craft compelling solution narratives through customized demos, proof of concepts (PoCs), and presentations. Collaborate with clients to understand their legacy systems, operational challenges, and digital transformation objectives. Respond to RFPs/RFIs with detailed, client-centric solutions that align with the technical and functional landscape. Provide feedback to the product management team based on market and customer insights to help shape roadmap and innovation priorities.
Posted 3 weeks ago
3.0 - 8.0 years
6 - 10 Lacs
Meerut, Fatehpur, Shamli
Work from Office
WE ARE HIRING IN TOP LIFE INSURANCE COMPANY ROLE- AREA MANAGER EXP- 3-8 YEARS LOCATION- MEERUT/SHAMLI/MUZAFFARNAGAR/FATEHPUR PREFER- REGULAR MBA & SALES EXP INTERESTED ARE REQUESTED TO SHARE CV AT orange.naukri4@gmail.com OR CALL KAJAL @ 7496951984
Posted 3 weeks ago
1.0 - 5.0 years
2 - 3 Lacs
Chennai, Tiruchirapalli, Coimbatore
Work from Office
Recruit Business Associate and advisors Coordinate for the regulatory trainings Manage daily, weekly and monthly choreography Conduct daily, weekly and monthly Business Associate meetings Income and Goal setting exercise for the month Required Candidate profile Graduation in Any Stream Mini.1 to 2 Years in any Field sales and Marketing Attractive Personality and good communication skills One who ready for challenges How to Apply: +91 8160174117 | Priyansi
Posted 3 weeks ago
2.0 - 6.0 years
1 - 3 Lacs
Varanasi, Bareilly, Agra
Work from Office
Planning and overseeing new marketing initiatives. Finding and developing new markets and improving sales. Increasing the value of current customers while attracting new ones. On Roll Profile Required Candidate profile Graduation is required Must have 1 years of experience in any Sales, Banking, finance/insurance sector. Good Communication skills Age Criteria: 21 to 38 Contact Us : Hiral P | HR Team +91 7861078425
Posted 3 weeks ago
1.0 - 2.0 years
2 - 3 Lacs
Rajahmundry, Visakhapatnam, Eluru
Work from Office
Identify & connect potential customers through various channels Build & nurture relationships with existing & new clients Present, promote & explain products/services to clients Negotiate pricing & close sales deals Achieve sales & company target Required Candidate profile Graduation mandatory Required local candidate Candidate must have field job experience Sales and insurance experienced candidate preferred.
Posted 3 weeks ago
1.0 - 5.0 years
2 - 3 Lacs
Mumbai Suburban, Pune, Mumbai (All Areas)
Work from Office
India's Leading Insurance Company is seeking a highly motivated and results-oriented Bancassurance Sales Manager to join our growing Banca Channel team. In this critical role, you will be responsible for developing strategic partnerships with branch relationship managers and bank staff to achieve ambitious sales targets for insurance products. Responsibilities: Build and maintain strong relationships with branch managers and other bank personnel within a designated territory. Identify and qualify potential insurance leads from the bank's customer base. Understand and effectively explain the features and benefits of various insurance products, including life insurance, health insurance, and other relevant offerings. Match client needs with suitable insurance solutions, ensuring clear communication of risks and benefits. Assist bank staff in the sales process, providing training and support for effective product promotion. Process insurance applications accurately and efficiently, ensuring adherence to company guidelines and regulatory requirements. Monitor and analyze sales performance, identifying areas for improvement and exceeding assigned sales targets. Contribute to the development and implementation of effective sales strategies within the branch network. Qualifications and Experience: Bachelor's degree in any discipline (preferred). Minimum 1to 6 years of experience in BFSI Sector . Strong understanding of life and/or health insurance products and their applications. Excellent communication, interpersonal, and presentation skills. Ability to build rapport and trust with diverse clientele and bank staff. Proven ability to achieve and exceed sales targets in a competitive environment. Excellent time management and organizational skills. For more information - Kindly Contact Us: Nisha P | HR Team Phone/WhatsApp: +91 9904750213
Posted 3 weeks ago
10.0 - 20.0 years
8 - 15 Lacs
Navi Mumbai, Mumbai (All Areas)
Work from Office
Candidates should have a minimum of 10 - 12 years of management experience in a P&C or Specialty Insurance BPO service provider Expert in US P&C Insurance Understanding of end to end Claims handling Tools using in P&C Insurance Required Candidate profile Practical know-how of using MS Office application Mandatory: Graduate or Postgraduate from any background Desirable: Insurance / Risk management Commitment to achieving deadlines Good communication
Posted 3 weeks ago
4.0 - 9.0 years
3 - 7 Lacs
Navi Mumbai, Mumbai (All Areas)
Work from Office
Candidates should have a minimum of 2 to 4 years of experience in handling a team in a P&C or Specialty Insurance BPO service provider Must have managed the FNOL & FROI Processes Good Communication Required Candidate profile Practical know-how of using MS Office application Mandatory: Graduate or Postgraduate from any background Desirable: Insurance / Risk management Commitment to achieving deadlines Good communication
Posted 3 weeks ago
4.0 - 9.0 years
3 - 7 Lacs
Navi Mumbai, Mumbai (All Areas)
Work from Office
Candidates should have a minimum of 2 to 4 years of experience in handling a team in a P&C or Specialty Insurance BPO service provider Must have managed the FNOL & FROI Processes Good Communication Required Candidate profile Practical know-how of using MS Office application Mandatory: Graduate or Postgraduate from any background Desirable: Insurance / Risk management Commitment to achieving deadlines Good communication
Posted 3 weeks ago
10.0 - 20.0 years
8 - 15 Lacs
Navi Mumbai, Mumbai (All Areas)
Work from Office
Candidates should have a minimum of 10 - 12 years of management experience in a P&C or Specialty Insurance BPO service provider Expert in US P&C Insurance Understanding of end to end Claims handling Tools using in P&C Insurance Required Candidate profile Practical know-how of using MS Office application Mandatory: Graduate or Postgraduate from any background Desirable: Insurance / Risk management Commitment to achieving deadlines Good communication
Posted 3 weeks ago
0.0 - 1.0 years
3 - 3 Lacs
Bangalore/Bengaluru
Work from Office
To contact the insured for Underwriting referred proposals to procure the complete medical history using Audio and/or Video tools. To Follow up with customer for past medical records and/or relevant health documents Maintain end to end TAT / SLAs. Required Candidate profile Location – Bangalore Candidate must know to speak Hindi & Malayalam. CTC – Upto 3.5 LPA.
Posted 3 weeks ago
3.0 - 8.0 years
3 - 6 Lacs
Bengaluru
Work from Office
Identify potential leads &actively prospect for Key accounts (Individual/Firm) who can solicit Life insurance Business Continuously strive to achieve and exceed sales targets, contributing to the overall growth of the organization Share CV 8956244952 Required Candidate profile 3-5 years of proven success in Agency Channel in the life insurance sector In-depth knowledge of life insurance products, industry regulations, and market trends Age up to 38 years Perks and benefits Incentives
Posted 3 weeks ago
7.0 - 12.0 years
12 - 20 Lacs
Ernakulam, Bengaluru, Delhi / NCR
Work from Office
MBA/Graduate with minimum 5-7 years of sales experience and minimum 3 years of people management experience. Experience of managing sales team in the BFSI space will be preferred. Strong sales planning, team management and high achievement drive Required Candidate profile Engage and nurture the relationship with channel partners to drive business targets. Review team's progress against plan/guide them to succeed and grow in their careers. Ensure quality and persistency
Posted 3 weeks ago
2.0 - 6.0 years
1 - 3 Lacs
Kota, Udaipur, Jodhpur
Work from Office
Generate leads and follow up with prospects Visit clients and explain product benefits Maintain good customer relationships and post-sales service Sell company products (e.g., loans, insurance, accounts) Required Candidate profile Must Be a Local Candidate. Age Criteria : 24 To 40 Years. Bachelor's Degree Is Mandatory. Good Communication Skills. Vikeeta (HR) : +91 7863846975
Posted 3 weeks ago
2.0 - 6.0 years
1 - 3 Lacs
Ajmer, Jaipur, Alwar
Work from Office
Sell BFSI products (loans, insurance, credit cards, etc.) Meet potential clients through field or tele-calling Convert leads into customers Achieve assigned sales targets Required Candidate profile Must Be a Local Candidate. Age Criteria : 24 To 40 Years. Bachelor's Degree Is Mandatory. Good Communication Skills. Vikeeta (HR) : +91 7863846975
Posted 3 weeks ago
2.0 - 7.0 years
2 - 4 Lacs
Bareilly, Moradabad, Muzaffarnagar
Work from Office
Interact with customers, provide product information Meet sales targets and goals Generate leads and reach out to customers Follow up with customers post-sales Maintain accurate sales records Collaborate with team members Mo-8849967332 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 22 to 40 years (Fresher's don't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job
Posted 3 weeks ago
2.0 - 7.0 years
2 - 4 Lacs
Noida, Kanpur, Lucknow
Work from Office
Driving building, training and activation of agent Monitor agent business performance to ensure activation Generation of lead to drive sale ensuring achievement of target Policy renewal Increasing product awareness among agent Mo-8849967332 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 24 to 40 years (Fresher's don't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job
Posted 3 weeks ago
2.0 - 7.0 years
3 - 6 Lacs
Vijayawada, Guntur, Tenali
Work from Office
Recruit & build a high-performing distribution network of Leaders. Train, motivate, guide leaders to recruit Agents & sell insurance through them. Provide both pre & post-sales service support. Expand company's distribution network. Mo-6352972151 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 24 to 45 years (Fresher's don't apply) Locality : Should be Local
Posted 3 weeks ago
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