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1.0 - 5.0 years
2 - 3 Lacs
new delhi, gurugram
Work from Office
Job Description: We are looking for dynamic and self-motivated individuals to join our Financial Services Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Must be graduate 0 to 5 years of experienced in Insurance/FD/MF Key Responsibilities: Conduct field sales and client meetings to promote and sell insurance products. Develop and maintain strong relationships with potential and existing clients. Achieve sales targets and contribute to the company's revenue growth. Educate customers on different insurance policies and tailor solutions based on their needs. Regularly update sal...
Posted 1 day ago
3.0 - 7.0 years
0 Lacs
delhi
On-site
You will be responsible for leading a team of relationship officers/relationship managers to drive sales of CASA, TPP, and other asset products. Your key responsibilities will include ensuring customer coverage, engagement, and retention, as well as driving productivity through your assigned team. Qualifications required for this role: - Postgraduate degree, preferably MBA - Thorough understanding of banking - Blend of sales and service expertise - AMFI & IRDA certification - High energy, drive, and customer-first attitude - Ability to handle and lead a team effectively - Persuasive with excellent interpersonal skills,
Posted 1 day ago
1.0 - 4.0 years
2 - 4 Lacs
kochi, kannur, bengaluru
Work from Office
Handle the 2 branches of Axis bank ,handle the walk in customers of the branch Sell life insurance product to the customers. Handle the HNI Customers Share the resume on what App :8956244952. Required Candidate profile Graduate Minimum 1 year experience in life insurance sales or BSFI Sales Age up to 35 Its a sale profile, Perks and benefits Incentives+Allowances.
Posted 1 day ago
1.0 - 2.0 years
4 - 5 Lacs
mumbai
Work from Office
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0...
Posted 2 days ago
1.0 - 2.0 years
4 - 5 Lacs
kolkata
Work from Office
Business Function: As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just right for you. Job Purpose: To acquire CASA, Salary accounts and cross sell multiple banking products. Key Accountabilities: The key accountability of the role is to acquire new clients arou...
Posted 2 days ago
1.0 - 2.0 years
4 - 5 Lacs
coimbatore
Work from Office
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0...
Posted 2 days ago
1.0 - 2.0 years
4 - 5 Lacs
thane
Work from Office
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0...
Posted 2 days ago
1.0 - 2.0 years
4 - 5 Lacs
chennai
Work from Office
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0...
Posted 2 days ago
4.0 - 8.0 years
7 - 11 Lacs
mumbai
Work from Office
Manage the daily activity of producers to ensure strong pipeline. Coach & guide agents to cross sell and grow their business Make individual agents grow at least by 20% Year On Year Ensuring IRDA compliance regarding licensing & commission payments to agents Responsible for ensuring quality of applications Support/guide the producer in all activities related policy services To recruit and appoint agents for Gen Ins business Train agents on products, process and USP s of Co. Key Accountabilities/ Responsibilities Recruitment To identify a person who is gives us time to do a motor insurance business. Attempt to competition motor agents to associate with us Input Activities: Name gathering acti...
Posted 2 days ago
1.0 - 2.0 years
3 - 4 Lacs
surendranagar, chennai
Work from Office
In the above context, the CSM role is responsible to supervise the business delivery under Agency travel team and Tie Ups & primarily grow the business with profits, Channel Management Agents. Manage the daily activity of producers to ensure strong pipeline. Coach and guide to cross sell and grow the business Make individual agents grow at least 20% for every year Ensuring IRDA compliance regarding licensing and commission payments of agents Responsible for ensuring quality of applications Support/guide the producers in all activities related to policy services Train agents on products, process and USP s of Co. Key Accountabilities/ Responsibilities Responsible for Achieving overall Gross Wr...
Posted 2 days ago
6.0 - 10.0 years
5 - 9 Lacs
etawah, haridwar, betul
Work from Office
Employees are on rolls of Our Client. Derive insurance business from assigned relationship/channel partners in an area or zone by convincing the relationship so they can convince their customers to invest in Our Client s insurance products. Ensure all pre- and post-sales support and services are provided to the relationship as well as to clients, along with the team dedicated to the relationship. Ensure not only achievement of the target but also consistent growth in business every quarter. Employee will be mapped to the respective bank branches based on the geography assigned. Prime responsibility is to generate insurance business through bank branch walk-in customers and leads generated by...
Posted 3 days ago
3.0 - 8.0 years
5 - 15 Lacs
chennai
Work from Office
Role & responsibilities To profitably underwrite Financial Lines and Casualty risks by applying sound risk assessment, pricing discipline and technical underwriting judgement. Support portfolio growth through strong internal and external (intermediaries, clients and agents) engagements. Preferred candidate profile Risk evaluation and assessment to underwrite new and renewal business across Financial & Casualty lines by analyzing financial statements, business risk assessment and other exposures. Adherence to internal risk management frameworks, treaty guidelines and compliance requirements. Support key renewals and technical discussions. Maintain a disciplined risk selection and pricing meth...
Posted 3 days ago
1.0 - 3.0 years
4 - 8 Lacs
rajanagaram, channapatna, bengaluru
Work from Office
ROLEPURPOSE & OBJECTIVE Theincumbent will be primarily responsible to - Acquirenew customers for liabilities from open market Assistthe CRS - unsecured loans for conversion of existing borrowingcustomers for liabilities Enhancethe relationship with the existing customers by cross-sellingproducts and services as per the profile & need of thecustomers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels SIZEOF THE ROLE FINANCIALSIZE NON-FINANCIALSIZE Targetassigned as per the branch CASABook as per the branch TDBook as per the branch Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch Numbertarget for all the respective products. CA SA TD KEYDUTIES & RESPONS...
Posted 3 days ago
3.0 - 8.0 years
5 - 10 Lacs
jalandhar, yamunanagar, bathinda
Work from Office
Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate Min 5+ Years of exp in Equity Dealing NISM 8, NISM 5 Mandatory Certifications Interested candidates can share their resumes on vaishnavi.srivastava1@hdfcsec.com
Posted 4 days ago
5.0 - 10.0 years
5 - 10 Lacs
ahmedabad
Work from Office
Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate Min 5+ Years of exp in Equity Dealing NISM 8, NISM 5 Mandatory Certifications
Posted 4 days ago
5.0 - 10.0 years
5 - 10 Lacs
ahmedabad, rajkot
Work from Office
Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate Min 5+ Years of exp in Equity Dealing NISM 8, NISM 5 Mandatory Certifications Regards, Prashant Ghusale HR- HDFC Securities Ltd 9890442104
Posted 4 days ago
6.0 - 11.0 years
5 - 10 Lacs
jaipur
Work from Office
Dear Candidate, We are looking for Senior Manager/Chief Manager- Insurance for Jaipur location. Key Responsibilities: Handle IRDAI reporting, regulatory compliance, and internal audits. Oversee nomination, examination, and certification of Specified Persons as per IRDAI guidelines. Manage medical underwriting cases and ensure closure within defined TATs. Prepare commission statements, reconcile invoices, and ensure timely settlements. Coordinate with insurance partners for issuance, renewals, and policy management. Lead a small team, drive productivity, and ensure customer satisfaction. Track and resolve claims, complaints, and service requests. Implement process improvements and support dig...
Posted 4 days ago
6.0 - 7.0 years
5 - 9 Lacs
pune
Work from Office
Job Purpose Lead the Integrated Compliance Framework (ICF) team and perform LHS-RHS activity with respective stakeholders including COEs, Business Compliance and horizontal support functions. Closely work with CDI and CMT teams within compliance. Validate and confirm closure of LHS-RHS response in compliance system. Duties and Responsibilities Major Activities carried out by the role 1. Major Activity 1 Lead and perform LHS-RHS activity closed for all required circulars and guidelines issued by regulators (Mainly IRDA). Create and execute annual LHS-RHS activity plan for all master circulars and guidelines. Work closely Businesses, COEs, Horizontal support functions for closure of LHS-RHS ac...
Posted 5 days ago
2.0 - 7.0 years
4 - 9 Lacs
hyderabad
Work from Office
Develops and expands existing High Net worth Customer relationships for liabilities Deepens relationships sourcing family accounts Cross sells bank products builds penetration for remote banking channels like net/mobile banking Informs customers of new products or product enhancements to further expand the banking relationship. Maintains complete relationship record for assigned customer accounts. Ensures high levels of customer service orientation to meet benchmark NPS. Collaborates with the field sales teams to ensure lower cycle times and best conversion ratios Job Description Graduate with min 2 years, or Post Graduate with a min of one year of experience Experience in tele-sales or rela...
Posted 5 days ago
4.0 - 6.0 years
0 Lacs
delhi, india
On-site
Role: . Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy . Cross sells bank products to existing set of Customers . Informs customers of new products or product enhancements to further expand the banking relationship . Plans and conducts special sales initiatives and events for prospective and existing clients . Coordinates with other group companies to provide seamless access to other products . Maintains complete relationship record for ...
Posted 5 days ago
1.0 - 3.0 years
0 Lacs
hyderabad, telangana, india
Remote
Job Role Develops and expands existing High Net worth Customer relationships for liabilities Deepens relationships sourcing family accounts Cross sells bank products & builds penetration for remote banking channels like net/mobile banking Informs customers of new products or product enhancements to further expand the banking relationship. Maintains complete relationship record for assigned customer accounts. Ensures high levels of customer service orientation to meet benchmark NPS. Collaborates with the field sales teams to ensure lower cycle times and best conversion ratios Job Description Graduate with min 2 years, or Post Graduate with a min of one year of experience Experience in tele-sa...
Posted 5 days ago
4.0 - 6.0 years
0 Lacs
delhi, india
On-site
Role: . Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy . Cross sells bank products to existing set of Customers . Informs customers of new products or product enhancements to further expand the banking relationship . Plans and conducts special sales initiatives and events for prospective and existing clients . Coordinates with other group companies to provide seamless access to other products . Maintains complete relationship record for ...
Posted 5 days ago
4.0 - 6.0 years
0 Lacs
delhi, india
On-site
Role: . Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy . Cross sells bank products to existing set of Customers . Informs customers of new products or product enhancements to further expand the banking relationship . Plans and conducts special sales initiatives and events for prospective and existing clients . Coordinates with other group companies to provide seamless access to other products . Maintains complete relationship record for ...
Posted 5 days ago
1.0 - 2.0 years
3 - 4 Lacs
vijayawada
Work from Office
Role Summary In the above context, the CSM role is responsible to supervise the business delivery under Agency travel team and Tie Ups & primarily grow the business with profits, Channel Management Agents. Manage the daily activity of producers to ensure strong pipeline. Coach and guide to cross sell and grow the business Make individual agents grow at least 20% for every year Ensuring IRDA compliance regarding licensing and commission payments of agents Responsible for ensuring quality of applications Support/guide the producers in all activities related to policy services Train agents on products, process and USP s of Co. Key Accountabilities/ Responsibilities Responsible for Achieving ove...
Posted 6 days ago
1.0 - 2.0 years
3 - 4 Lacs
tiruppur
Work from Office
Role Summary In the above context, the CSM role is responsible to supervise the business delivery under Agency travel team and Tie Ups & primarily grow the business with profits, Channel Management Agents. Manage the daily activity of producers to ensure strong pipeline. Coach and guide to cross sell and grow the business Make individual agents grow at least 20% for every year Ensuring IRDA compliance regarding licensing and commission payments of agents Responsible for ensuring quality of applications Support/guide the producers in all activities related to policy services Train agents on products, process and USP s of Co. Key Accountabilities/ Responsibilities Responsible for Achieving ove...
Posted 6 days ago
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