As a Training and Development Specialist in the BFSI sector, your primary responsibility will be to design and implement comprehensive training strategies for sales, distribution partners, and employees. You will be tasked with aligning training programs with SEBI guidelines and organizational objectives, creating certification programs, and ensuring the delivery of high-quality training sessions across various platforms. Your role will involve developing training modules, presentations, e-learning content, and assessments in collaboration with product and compliance teams. Additionally, you will monitor training effectiveness, track business KPIs, and publish reports on training impact to recommend improvements continuously. Stakeholder management is a crucial aspect of this role, as you will work closely with business heads, sales leaders, and HR to identify training needs and manage relationships with external trainers and industry bodies like AMFI and NISM. To excel in this position, you should possess a graduate or postgraduate degree, preferably in MBA, Finance, or HR, with a minimum of 12-18 years of experience in the BFSI sector. Specifically, you should have at least 8 years of experience in Mutual Fund training and learning & development, along with a strong understanding of Mutual Funds, AMFI/NISM regulations, and financial markets. Key competencies required for this role include expertise in Mutual Fund products, effective training delivery, strategic planning, analytical thinking, and stakeholder management. Excellent facilitation, communication, and leadership skills are essential, along with a proven track record in team handling and training strategy implementation. This is a full-time, permanent position that offers health insurance benefits. Fluency in English is preferred, and the work location is in person. If you meet the key requirements and possess the necessary competencies, we invite you to apply for this rewarding opportunity in our dynamic organization.,
Please check below mentioned criteria as well:-Age-Maximum 40YrsEducation-GraduateCIBIL Score must be 650 & aboveCandidates should be localized and should be working in the same organization at least from the last 2 years.JD- Branch ManagerThe Branch Manager - Agency Channel is a frontline leadership role responsible for managing a team of Insurance Managers (IMs) and agents within a specific unit, reporting to the Regional Head. This position focuses on driving sales targets, recruiting and activating agents, and ensuring operational efficiency at the unit level. The Unit Manager travels within the unit’s territory to oversee performance, reduce attrition, and enhance customer satisfaction, contributing to the region’s revenue and growth objectives while aligning with the strategies set by the Regional Head and Zonal Head.Identify and recruit new agents and Insurance Managers (IMs) to build a strong distribution team within the unit.Conduct interviews, assess candidates, and onboard qualified individuals in coordination with the Regional Head’s agency expansion plans.Achieve unit-level sales targets for life insurance products (Traditional and ULIP) as assigned by the Regional Head.Monitor sales performance metrics (e.g., policies sold, premium volume, conversion rates) and implement actions to meet or exceed goals.Drive agent activation by ensuring new and existing agents actively sell policies (e.g., at least one policy per month).Provide hands-on support, training, and resources to activate dormant or underperforming agents.Organize and conduct training sessions for IMs and agents on product knowledge, sales techniques, and compliance, in collaboration with the Regional Head.Conduct field visits to monitor sales activities, resolve issues, and strengthen relationships with distribution teamsDevelop strategies to reduce agent attrition by fostering engagement, providing incentives, and addressing concerns promptly.Ensure high levels of customer satisfaction by supporting agents in delivering excellent service quality.Supervise unit-level operations, ensuring compliance with company policies and regulatory standards (e.g., EKYC, anti-miss selling).Monitor agent’s/IMs activities for compliance with regulatory standards (e.g., IRDAI guidelines) and company policies, reporting issues to the Unit Manager. Criteria - Graduate, with minimum 3 yrs of team handling experience at Branch Manager Level in specifically Agency Channel. Job Types: Full-time, Permanent Pay: ₹1,200,000.00 - ₹1,500,000.00 per year Benefits: Life insurance Work Location: In person
Company - Canara HSBC Life Insurance Canara bank or Dhanalaxmi Bank or Karnataka Gramin Bank or RRB KGB - RRB Channel / Banca Should have open for field also Key Responsibilities: - Sell life insurance products to bank customers - Build relationships with bank staff to generate referrals - Meet sales targets and expand business growth - Provide excellent customer service and support - Collaborate with internal teams to resolve customer issues - If you selected for this profile then you posted to nearest Canara bank or Dhanalaxmi Bank or Karnataka Gramin Bank or RRB Job Types: Full-time, Permanent, Fresher, Internship Contract length: 20,000 months Pay: ₹18,000.00 - ₹20,000.00 per month Benefits: Cell phone reimbursement Health insurance Life insurance Provident Fund
Job Title: Financial Consultant (FC) Industry: Stock Broking / Financial Services Location: [Specify City/Branch] CTC: 3 LPA – 5 LPA (Depending on experience) Job Role & Responsibilities: Acquire new clients for Demat & Trading Accounts . Advise clients on equity, mutual funds, IPOs, and other investment products . Maintain relationships with existing clients to ensure high levels of customer satisfaction. Generate revenue through cross-selling and up-selling financial products . Handle client queries related to trading platforms, account opening, and investment options. Stay updated with market trends, stock performance, and investment opportunities. Coordinate with operations and compliance teams for smooth client onboarding. Achieve monthly and quarterly sales/revenue targets. Candidate Profile: Qualification: Graduate / Post Graduate (Finance background preferred). Experience: 1–4 years in stock broking, mutual funds, or financial sales. Certifications: NISM Series-VIII (Equity Derivatives) / NISM Mutual Fund VA certification preferred. Skills Required: Strong communication & relationship management skills Good knowledge of capital markets Target-oriented with good sales aptitude Proficiency in trading platforms & investment products Key Highlights: Opportunity to work with a reputed stock broking firm Attractive incentives based on performance Career growth in wealth management and investment advisory Job Types: Full-time, Permanent Pay: ₹250,500.00 - ₹495,500.00 per year Benefits: Cell phone reimbursement Health insurance Leave encashment Life insurance Education: Bachelor's (Preferred) Experience: Team management: 2 years (Preferred) Location: Raurkela, Orissa (Preferred) Work Location: In person
Job Title: Financial Consultant (FC) Industry: Stock Broking / Financial Services Location: [Specify City/Branch] CTC: 3 LPA – 5 LPA (Depending on experience) Job Role & Responsibilities: Acquire new clients for Demat & Trading Accounts . Advise clients on equity, mutual funds, IPOs, and other investment products . Maintain relationships with existing clients to ensure high levels of customer satisfaction. Generate revenue through cross-selling and up-selling financial products . Handle client queries related to trading platforms, account opening, and investment options. Stay updated with market trends, stock performance, and investment opportunities. Coordinate with operations and compliance teams for smooth client onboarding. Achieve monthly and quarterly sales/revenue targets. Candidate Profile: Qualification: Graduate / Post Graduate (Finance background preferred). Experience: 1–4 years in stock broking, mutual funds, or financial sales. Certifications: NISM Series-VIII (Equity Derivatives) / NISM Mutual Fund VA certification preferred. Skills Required: Strong communication & relationship management skills Good knowledge of capital markets Target-oriented with good sales aptitude Proficiency in trading platforms & investment products Key Highlights: Opportunity to work with a reputed stock broking firm Attractive incentives based on performance Career growth in wealth management and investment advisory Job Types: Full-time, Permanent Pay: ₹250,500.00 - ₹495,500.00 per year Benefits: Cell phone reimbursement Health insurance Leave encashment Life insurance Education: Bachelor's (Preferred) Experience: Team management: 2 years (Preferred) Location: Raurkela, Orissa (Preferred) Work Location: In person