8752 Relationship Manager Jobs - Page 24

Key Responsibilities: Achieve monthly and quarterly sales targets for Loan Against Property (LAP) through open market sourcing . Identify and acquire new customers through field visits, references, and channel partner networks (DSAs, brokers, etc.). Maintain strong business relationships with clients and channel partners to ensure repeat business and referrals. Conduct client meetings to understand loan requirements and recommend suitable LAP products. Ensure timely collection and verification of documents in line with internal documentation norms and regulatory compliance. Coordinate with internal departments (Credit, Legal, Operations) for faster and compliant processing of client applications. Provide accurate and timely updates on leads and conversions in sales tracking systems. Candidate Profile: Experience: 14 years in Home Loan / LAP sales (mandatory). Education: Undergraduate or Graduate in any field. Strong knowledge of mortgage loan products , loan processes, and documentation. Excellent communication, negotiation, and interpersonal skills . Must be self-driven, target-oriented, and comfortable working in a field sales role.

Key Responsibilities: Achieve monthly and quarterly sales targets for Loan Against Property (LAP) through open market sourcing . Identify and acquire new customers through field visits, references, and channel partner networks (DSAs, brokers, etc.). Maintain strong business relationships with clients and channel partners to ensure repeat business and referrals. Conduct client meetings to understand loan requirements and recommend suitable LAP products. Ensure timely collection and verification of documents in line with internal documentation norms and regulatory compliance. Coordinate with internal departments (Credit, Legal, Operations) for faster and compliant processing of client applications. Provide accurate and timely updates on leads and conversions in sales tracking systems. Candidate Profile: Experience: 14 years in Home Loan / LAP sales (mandatory). Education: Undergraduate or Graduate in any field. Strong knowledge of mortgage loan products , loan processes, and documentation. Excellent communication, negotiation, and interpersonal skills . Must be self-driven, target-oriented, and comfortable working in a field sales role.

Key Responsibilities: Achieve monthly and quarterly sales targets for Loan Against Property (LAP) through open market sourcing . Identify and acquire new customers through field visits, references, and channel partner networks (DSAs, brokers, etc.). Maintain strong business relationships with clients and channel partners to ensure repeat business and referrals. Conduct client meetings to understand loan requirements and recommend suitable LAP products. Ensure timely collection and verification of documents in line with internal documentation norms and regulatory compliance. Coordinate with internal departments (Credit, Legal, Operations) for faster and compliant processing of client applications. Provide accurate and timely updates on leads and conversions in sales tracking systems. Candidate Profile: Experience: 14 years in Home Loan / LAP sales (mandatory). Education: Undergraduate or Graduate in any field. Strong knowledge of mortgage loan products , loan processes, and documentation. Excellent communication, negotiation, and interpersonal skills . Must be self-driven, target-oriented, and comfortable working in a field sales role.

About the Company Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management. With 35+ years of legacy & 300+ experienced professionals, Systematix has built a strong track record of delivering value-driven solutions to clients across multiple sectors. We are committed to being a lifecycle partner for businesses, providing strategic and financial guidance at every stage of their journey. Business: - Wealth Management Role: - Relationship Manager - Wealth Management Experience: - 10+ years Location: - Mumbai, Delhi, Bangalore, Kolkata, Ahmedabad & Indore. About the Role As a Wealth Relationship Manager , we are seeking a highly skilled and client-focused professional from the Private Wealth industry with 10+ years of experience. The role’s primary objective is to manage and grow relationships with high-net-worth and ultra-high-net-worth clients by offering tailored investment solutions across Financial Products. You will be responsible for understanding clients’ financial goals, designing customized portfolios, and ensuring superior client servicing. By maintaining high standards of compliance, building long-term trust, and staying updated on market trends, you will help clients make informed investment decisions that optimize returns—while contributing to the continued growth and reputation of our organization. Key Responsibilities Identify, prospect, and acquire new client relationships (UHNI/HNIs, family offices, corporates) through multiple channels, including existing client referrals, cold calling, and other client engagement initiatives. Overall new AUM growth in line with the objective laid down by the company. Managing individual revenue budget. Advise clients on portfolio construction by offering a range of investment solutions across asset classes. Prepare and interpret client-specific information, including investment performance reports, financial summaries, and income projections, while proactively rebalancing portfolios to align with desired asset allocation. Should be on top of current affairs, market developments and should always keep abreast with market knowledge and market intelligence. Continuously monitor and review client portfolios, leveraging timely analysis of market trends and dynamics. Ensure clients have regular access to relevant research material and market insights. Service and support existing clients in collaboration with the client servicing team. Customize investment pitches and advisory solutions in line with client requirements. Advise clients on their investments, manage their overall financial portfolio, and increase share of wallet from existing relationships. Should be proficient with knowledge of capital markets as well as third party products such as MF, PMS, Insurance etc. Proven ability to build deep, long-term client relationships with a strong track record of client retention. Education & Certifications :- MBA (Finance), CA, or relevant postgraduate degree from a reputed institute. Knowledge of Financial products & Capital markets is essential. Compliance • Responsible to ensure all activities are in adherence as per Compliance framework • NISM Certification Roles • Team player • Good interpersonal & communication skills

Company Description Founded in 2016, InvestoXpert serves as a one-stop solution for all real estate needs, whether renting or buying properties, providing interior solutions, or financial assistance for loans and registration. Operating through a comprehensive online ecosystem, InvestoXpert offers relevant, well-researched, and updated information concerning properties and developments, catering to home-seekers, property seekers, investors, and NRIs. Customers can reach out for support 24x7, and the company’s database spans properties in Noida, Greater Noida, Gurgaon, Mumbai, Pune, and Bangalore. Role Description This is a full-time on-site role for a Relationship Manager, based in Hyderabad. The Relationship Manager will be responsible for managing and nurturing client relationships, addressing client queries, providing property consultations, assisting with property transactions, and coordinating with internal teams to ensure client satisfaction. Qualifications Proven experience in client relationship management and customer service Strong communication and interpersonal skills Knowledge of real estate markets and property consultations Ability to manage multiple clients and tasks efficiently Excellent problem-solving and negotiation skills Proficient in the use of CRM software and Microsoft Office Suite Bachelor's degree in Business Administration, Real Estate, or related field is preferred Experience in the real estate industry is an advantage

Hello...........Hope your doing Good Urgent Openings in Kotak Life Insurance, Max life insurance, bharti axa life insurance , Edelweiss tokio life insurance,SBI life .. Limited Openings, Apply Immediately Minimum requirement of a candidate Graduation mandatory Above 3 to 4 years of experience in Field Sales Marketing Age 25 - 40 Package UPTO 4L P.A Benefits- Unlimited incentives + Every 6 months promotion, Mediclaim Credit card, loan facility on role, etc. Contact immediate on or Share your resume at9665821126 mail on shalini@willpowerconsultants.in Pls give references or share with needy people HR Consulta SHALINI 9665821126 This job is provided by Shine.com

Roles and Responsibilities: Identify, recruit, and onboard new DSA partners in assigned territory. Build and maintain strong relationships with DSAs to ensure continuous business generation. Train DSAs on product knowledge, documentation, compliance, and processes. Drive loan product sales (Home Loans, LAP, Personal Loans, etc.) through DSA network. Ensure quality sourcing of files and adherence to company policies and KYC norms. Monitor DSA performance and provide regular feedback for improvement. Coordinate with credit, operations, and legal teams for smooth file processing and disbursal. Achieve monthly and quarterly sales targets assigned by the management. Resolve partner issues and ensure high satisfaction levels across the DSA network. Track market trends and competitor activities to maintain competitive positioning. Requirements: Education: Graduate in any discipline (MBA/PG in Sales/Finance preferred) Experience: Minimum 26 years in DSA/channel sales within banking or NBFCs Sound knowledge of loan products Home Loan, LAP, Business Loan, Personal Loan Strong understanding of DSA operations, documentation , and regulatory guidelines Excellent communication, negotiation, and relationship management skills Ability to work independently and manage multiple partners simultaneously Proficiency in MS Office and CRM tools

Key Responsibilities: Achieve monthly and quarterly sales targets for Loan Against Property (LAP) through open market sourcing . Identify and acquire new customers through field visits, references, and channel partner networks (DSAs, brokers, etc.). Maintain strong business relationships with clients and channel partners to ensure repeat business and referrals. Conduct client meetings to understand loan requirements and recommend suitable LAP products. Ensure timely collection and verification of documents in line with internal documentation norms and regulatory compliance. Coordinate with internal departments (Credit, Legal, Operations) for faster and compliant processing of client applications. Provide accurate and timely updates on leads and conversions in sales tracking systems. Candidate Profile: Experience: 14 years in Home Loan / LAP sales (mandatory). Education: Undergraduate or Graduate in any field. Strong knowledge of mortgage loan products , loan processes, and documentation. Excellent communication, negotiation, and interpersonal skills . Must be self-driven, target-oriented, and comfortable working in a field sales role.

Key Responsibilities: Lead, mentor, and manage a team of Relationship Managers to achieve business goals. Build and nurture strong, long-term relationships with high-value and high-net-worth clients. Drive sales efforts and cross-sell a comprehensive range of banking products to ensure sustained revenue growth. Collaborate effectively with internal departments such as product, operations, and compliance to deliver seamless customer service. Participate in strategic planning, market analysis, and business development initiatives to expand client base and enhance profitability.

Key Responsibilities: Lead, manage, and motivate a team of 10 field sales executives to achieve assigned business targets. Drive acquisition of new Current and Savings Accounts (CASA) through open market sourcing. Achieve monthly and quarterly revenue targets through cross-selling of insurance, mutual funds , and other third-party financial products. Ensure high productivity of the team by conducting daily huddles, performance reviews , and on-the-job coaching. Plan and execute branch-level lead generation activities and field campaigns to boost business. Personally meet key customers to build relationships and close high-value CASA accounts. Monitor team members daily activities, ensure timely follow-ups, and resolve customer issues. Facilitate ongoing training for team members on products, sales techniques, compliance, and customer service. Recruit and onboard new sales team members to maintain adequate manpower. Maintain and report key performance metrics to senior management on a regular basis. Candidate Profile: Experience: Minimum 36 years in field sales; at least 1 year of experience in a team lead or supervisory role preferred. Education: Graduate in any discipline (MBA preferred). Strong experience in CASA sourcing , liability products, and cross-selling financial products. Proven leadership and team management skills. Excellent interpersonal, communication, and negotiation skills. Must be target-driven, energetic, and customer-oriented. Should have knowledge of banking operations, compliance norms, and KYC regulations.

Key Responsibilities: Achieve assigned revenue and business targets by acquiring, retaining, and upgrading HNW NR (Non-Resident) customer relationships. Drive deepening of relationships by increasing the wallet share of existing NR clients and growing the NR book size . Cross-sell bank products including Insurance, Mutual Funds, Investment Services Accounts , and other third-party offerings. Manage inward and outward remittances to ensure seamless transaction experience for NR clients. Collaborate with branch teams to conduct promotional and lead generation activities to meet the NR business targets. Act as a Product and Process Trainer for branch staff related to NR offerings, helping them upskill and effectively engage with NR prospects. Handle all service requests, queries, and complaints from NR HNW customers, ensuring timely and quality resolutions. Implement and follow the structured sales process for client acquisition, onboarding, and engagement. Source new business through referrals, market research, and networking , while maintaining high service standards. Prepare and share periodic reports on customer engagement, revenue performance, and service delivery. Candidate Profile: Experience: 26 years in Relationship Management roles, preferably handling NRI or HNW clients in banking. Education: Graduate (MBA or relevant certification in finance/investment advisory is a plus). Good understanding of NR products, investment solutions , and foreign remittance processes . Excellent communication, interpersonal, and client servicing skills . Ability to manage customer expectations and resolve issues promptly. Sound knowledge of cross-sell opportunities in banking and wealth management.

Key Responsibilities: Achieve monthly and quarterly sales targets for Loan Against Property (LAP) through open market sourcing . Identify and acquire new customers through field visits, references, and channel partner networks (DSAs, brokers, etc.). Maintain strong business relationships with clients and channel partners to ensure repeat business and referrals. Conduct client meetings to understand loan requirements and recommend suitable LAP products. Ensure timely collection and verification of documents in line with internal documentation norms and regulatory compliance. Coordinate with internal departments (Credit, Legal, Operations) for faster and compliant processing of client applications. Provide accurate and timely updates on leads and conversions in sales tracking systems. Candidate Profile: Experience: 14 years in Home Loan / LAP sales (mandatory). Education: Undergraduate or Graduate in any field. Strong knowledge of mortgage loan products , loan processes, and documentation. Excellent communication, negotiation, and interpersonal skills . Must be self-driven, target-oriented, and comfortable working in a field sales role.

Key Responsibilities: Achieve monthly and quarterly sales targets for Loan Against Property (LAP) through open market sourcing and strong business relationships. Generate new business leads by identifying potential customers and converting them through direct sales efforts and channel partner collaboration (e.g., DSA, connectors, brokers). Build and maintain long-term relationships with clients, ensuring high levels of customer satisfaction. Ensure proper documentation and follow internal processes for timely and compliant case closures. Work closely with internal teams (credit, legal, and operations) for seamless loan processing and disbursement. Stay updated with local market trends, competitors, and regulatory developments. Maintain accurate records of leads, prospects, and conversions using CRM tools or sales tracking systems. Candidate Profile: Experience: Minimum 1 year of sales experience in Home Loan or LAP segment (mandatory). Education: Undergraduate or Graduate in any stream (Undergraduates are eligible to apply). Strong understanding of mortgage products , loan structures, documentation, and credit evaluation. Excellent communication, negotiation, and relationship-building skills. Must be target-driven, self-motivated, and comfortable working independently in the field. Local candidates or those familiar with Jamnagar's real estate and customer base will be preferred.

JD for Relationship Manager / Sr. Relationship Manager Job Purpose: · To make powerful and successful sales presentations in different settings; to keep abreast with the organization's products and services; to crack profitable deals and referrals to achieve sales targets Job Responsibilities: · Achieving targets in a result-focused environment · Preparing pre-sales proposals for prospective clients · Delivering inspiring sales presentations to convert prospects to successful sales · Handling objections and resolving member/ customer conflicts by constantly connecting with them through member meetings · Identifying potential customers and new business opportunities · Building and maintaining strong client relationship and high level of customer service · Being updated on new products and services · Provide necessary support in booking first time holiday for new members and generate quality referrals from them Candidate Specification: · Strong field Sales Experience (ready to work for 6 days in a week (week off between Mon – Thu)) · Strong Results Orientation and Execution Excellence · High Energy and Passion · High Customer Centricity

📢 Hiring: Relationship Manager – (On Company Payroll – Not Agency) 💼 Job Role: Relationship Manager 📍 Work Mode: Office + Field Work 👥 Experience: Freshers & Experienced Candidates Welcome 🎓 Qualification: Graduate (Passing Certificate Required) 🚹 Age Limit: 24 to 39 Years 🏍️ Two-Wheeler: Mandatory 🆔 PAN Card: Mandatory 💰 Salary (Fixed In-Hand):₹15,000 for freshers/without documents Up to ₹29,000 for experienced candidates with valid documents + Unlimited Incentives + Career Growth Opportunities + PF Benefits 📄 Required Documents (For Experienced Candidates):Previous Company Offer Letter, Experience Letter, and Salary Slips 10th, 12th, and Graduation Passing Certificates PAN Card ✅ Stable company payroll job (Not commission-based or agency role) High incentive potential with growth Strong brand presence and structured training 📞 Interested? Apply Now and Build a Rewarding Career in Insurance Sales!

📢 Hiring: Relationship Manager – (On Company Payroll – Not Agency) 💼 Job Role: Relationship Manager 📍 Work Mode: Office + Field Work 👥 Experience: Freshers & Experienced Candidates Welcome 🎓 Qualification: Graduate (Passing Certificate Required) 🚹 Age Limit: 24 to 39 Years 🏍️ Two-Wheeler: Mandatory 🆔 PAN Card: Mandatory 💰 Salary (Fixed In-Hand):₹15,000 for freshers/without documents Up to ₹29,000 for experienced candidates with valid documents + Unlimited Incentives + Career Growth Opportunities + PF Benefits 📄 Required Documents (For Experienced Candidates):Previous Company Offer Letter, Experience Letter, and Salary Slips 10th, 12th, and Graduation Passing Certificates PAN Card ✅ Stable company payroll job (Not commission-based or agency role) High incentive potential with growth Strong brand presence and structured training 📞 Interested? Apply Now and Build a Rewarding Career in Insurance Sales!

Relationship Manager – Field Sales Location: Patiala, Ludhiana, Bathinda, Pathankot Company: Petpooja – India’s Leading Restaurant Billing Platform Working Hours: 10:00 AM – 7:30 PM (Alternate weekends off) Experience Required: 3 to 4 years (Field Sales / B2B Sales preferred) Qualification: Graduate (Bachelor’s or Master’s degree) Eligibility Criteria: Must have 2 Wheeler, Driving License and Personal Laptop Salary budget : 25k to 30k Availability: Immediate Joiners Preferred About the Company: Petpooja is India’s largest restaurant management platform, trusted by over 1,00,000+ outlets across more than 1000 cities. Our comprehensive Point of Sale (POS) software supports billing, inventory, ordering, and other key restaurant operations. We work with top platforms like Zomato, Swiggy, PayTM, and UPI to support the F&B industry at scale. Job Overview: We are hiring Relationship Managers for a field sales role to promote our POS software and onboard restaurants. This is a client-facing position involving direct interaction with restaurant owners and operators. Key Responsibilities: Promote and sell Petpooja’s POS software and value-added services Generate leads through field visits, cold calling, and local references Conduct product demonstrations and onboard new clients Maintain strong client relationships and provide after-sales support Participate in local marketing and promotional activities Achieve sales targets and report performance regularly to the Area Sales Manager Represent the company professionally in the assigned territory Eligibility Criteria: Must own a two-wheeler with a valid driving license Must have a personal laptop for client demonstrations Strong verbal communication and interpersonal skills Customer-oriented approach and presentability Prior field sales experience preferred Why Join Us: Opportunity to work with one of India’s fastest-growing SaaS companies Performance-based incentives and career growth Alternate weekend offs Dynamic and supportive work environment How to Apply: Interested candidates can send their resume or reach out directly at: Email: neeraj.jasaliya@petpooja.com Phone: 96016 37787

Relationship Manager – Field Sales Location: Bathinda, Ludhiana, Patiala, Pathankot Company: Petpooja – India’s Leading Restaurant Billing Platform Working Hours: 10:00 AM – 7:30 PM (Alternate weekends off) Experience Required: 3 to 4 years (Field Sales / B2B Sales preferred) Qualification: Graduate (Bachelor’s or Master’s degree) Eligibility Criteria: Must have 2 Wheeler, Driving License and Personal Laptop Salary budget : 25k to 30k Availability: Immediate Joiners Preferred About the Company: Petpooja is India’s largest restaurant management platform, trusted by over 1,00,000+ outlets across more than 1000 cities. Our comprehensive Point of Sale (POS) software supports billing, inventory, ordering, and other key restaurant operations. We work with top platforms like Zomato, Swiggy, PayTM, and UPI to support the F&B industry at scale. Job Overview:We are hiring Relationship Managers for a field sales role to promote our POS software and onboard restaurants. This is a client-facing position involving direct interaction with restaurant owners and operators. Key Responsibilities: Promote and sell Petpooja’s POS software and value-added services Generate leads through field visits, cold calling, and local references Conduct product demonstrations and onboard new clients Maintain strong client relationships and provide after-sales support Participate in local marketing and promotional activities Achieve sales targets and report performance regularly to the Area Sales Manager Represent the company professionally in the assigned territory Eligibility Criteria: Must own a two-wheeler with a valid driving license Must have a personal laptop for client demonstrations Strong verbal communication and interpersonal skills Customer-oriented approach and presentability Prior field sales experience preferred Why Join Us: Opportunity to work with one of India’s fastest-growing SaaS companies Performance-based incentives and career growth Alternate weekend offs Dynamic and supportive work environment How to Apply: Interested candidates can send their resume or reach out directly at: Email: neeraj.jasaliya@petpooja.com Phone: 96016 37787

Desired Profile:- Position: Relationship Manager (Agency Channel).Age Limit: Up to 40 years.Education & Experience Criteria: Minimum 12th Pass with at least 1 year of experience in Insurance Agency Sales (General Insurance preferred) Offer CTC: Upto ₹ 5L . Front Line Sales Manager (Relationship Manager) positions. Looking for 1 year experience in General Insurance First round will be virtual interview Job opportunities at all over Maharashtra. If interested Please share your updated cv at dishagoyal@hirehunthr.com or reach us at +91 8879007959. Thanks HIREHUNT HR

📢 Hiring: Relationship Manager – (On Company Payroll – Not Agency) 💼 Job Role: Relationship Manager 📍 Work Mode: Office + Field Work 👥 Experience: Freshers & Experienced Candidates Welcome 🎓 Qualification: Graduate (Passing Certificate Required) 🚹 Age Limit: 24 to 39 Years 🏍️ Two-Wheeler: Mandatory 🆔 PAN Card: Mandatory 💰 Salary (Fixed In-Hand):₹15,000 for freshers/without documents Up to ₹29,000 for experienced candidates with valid documents + Unlimited Incentives + Career Growth Opportunities + PF Benefits 📄 Required Documents (For Experienced Candidates):Previous Company Offer Letter, Experience Letter, and Salary Slips 10th, 12th, and Graduation Passing Certificates PAN Card ✅ Stable company payroll job (Not commission-based or agency role) High incentive potential with growth Strong brand presence and structured training 📞 Interested? Apply Now and Build a Rewarding Career in Insurance Sales!

Position Title: Relationship Manager - Home Loan Sales Department: Sales Location: Bangalore/Mumbai/Delhi NCR Reports To: Area Sales Manager Job Summary: The Relationship Manager for Home Loan Sales will be responsible for driving sales of home loans and related products through direct sales efforts, focusing on relationship building with potential customers. This role involves meeting sales targets, managing relationships with leads, and ensuring that the entire loan process runs smoothly from inquiry to disbursement. The Relationship Manager will work closely with other team members and stakeholders to ensure a seamless customer experience. Key Responsibilities: 1. Sales & Business Development: o Generate and close home loan sales through direct marketing and referrals. o Identify and onboard consultants to expand sales network o Meet monthly and quarterly sales targets for home loan products. o Build and maintain relationships with builders, real estate agents, consultants, CA and other stakeholders to generate leads. o Prospect potential customers through various channels, including tele-calling, customer visits, and online lead generation. 2. Customer Relationship Management: o Build and maintain strong relationships with customers from the initial inquiry to loan disbursement. o Provide excellent customer service and ensure all queries are addressed promptly. o Educate customers on loan products, interest rates, and the application process. 3. Loan Process Management: o Assist customers in completing loan applications and gathering necessary documentation. o Coordinate with the credit team to ensure timely processing and approval of home loan applications. o Track the loan application status and ensure smooth disbursement by working with relevant teams. 4. Market Knowledge: o Keep up-to-date with market trends, product offerings, and competitor activities. o Provide valuable insights and feedback to the sales team and product heads regarding market conditions and customer preferences. 5. Documentation & Compliance: o Ensure proper documentation and KYC (Know Your Customer) compliance. o Follow up on loan documentation and ensure all documentation is complete and accurate for successful loan approval. 6. Reporting & Analytics: o Maintain and report daily, weekly, and monthly sales progress. o Track individual performance against targets and ensure alignment with organizational goals. o Analyze customer feedback and provide insights for product development. · Key Skills: o Excellent communication and interpersonal skills. o Strong negotiation and persuasion abilities. o Ability to work independently and as part of a team. Personal Attributes: · Self-motivated with a drive to meet sales targets. · Goal-oriented with a customer-first approach. · Ability to work in a fast-paced and dynamic environment. · Strong problem-solving skills and attention to detail. Work Environment: · Full-time role with flexibility in working hours. · Combination of in-office and field work (customer meetings and site visits).

Hello Candidates, We have Urgent Openings for the Position of Relationship Manager for Direct Sales Channel in Edelweiss Life Insurance Co ltd. Ctc : 2.4 to 4 lpa ( above 4lpa only in exceptional cases with proper stable life insurance sales Experience) Location : Delhi-kirti Nagar Position : Relationship Manager ( Direct Sales Channel) Prefered Candidates : Candidates with Proper BFSI Industry or Life Insurance Industry Background can apply. JOB Description – • To direct sell to the customers via appointments ( Office/ Home visits). • To ensure that leads/ appointments allocated by the call centre are attended and revenue is generated • To ensure Self Sourcing Targets are achieved • To ensure business Reporting, MIS on sales call ( LMS) , Lead Utilization and conversion are updated and maintained daily. Criteria for Candidate Candidate having experience in life insurance Min 2 to 4 years in Direct Channel or Agency Channel and candidate comfortable working for field Sale. Criteria: Experience: 1 to 5 yrs of Sales Experience (Any field sales experience / Life Insurance Sales / Sales Experience from Broking Channel / Sales experience from BFSI sector or NBFC sector ) Candidates having life insurance knowledge will be an added advantage Qualification: Graduates with Good Communication Skills Age: Below 40 Years Language: English with any Regional Languages. CTC Offered: 2.8 Lacs to 4.00 Lacs. Perks and Benefits: Fixed Salary + Unlimited Incentives and career growth. Mandate - Two wheeler + DL Note : Exceptional Cases - Undergraduates and Graduates having LI experience Max CTC offered - 4 Lpa Thanks & Regards, Trushali Boricha.

Job Title: Relationship Manager – Retail Insurance Qualification: Bachelor's/Master’s degree Experience: 1-2 Years Location: Kolkata Responsibilities: We are seeking a highly motivated and competitive Insurance Sales Representative to join our team and drive the expansion of our business. Your primary responsibility will be to proactively seek out and acquire new clients, understanding their specific insurance needs and offering tailored solutions. By building strong relationships, your aim will be to facilitate business growth and enhance our firm’s reputation in the market. • Manage and develop frontline Sales • Contacting potential clients and creating rapport by networking, cold calling, using referrals etc • Appraising the wishes and demands of business or individual customers and selling the suitable protection plans • Managing and delivering revenue target set by the company on monthly and quarterly basis. • Collect information from clients on their risk profiles in order to offer them the proper solution • Retain continuous awareness of transactions, sales and terms and keep relative records • Coordinating with corporate office and relevant teams for all client related issue. - Creating agency distribution (POSP) for the company. • Ensuring compliance & control, following the process and providing high customer service to POSP and dealers. • Overall responsible for implementation Technology adaption in the assigned territory. Ensure adherence to all rules and norms. Requirements and skills: • People Skills - Puts the needs of the client first. • Goal-oriented • In-dept understanding of business context. • Excellent verbal and written communication skills and ability to liaise with multiple stake holders • Proficient with Microsoft Office Suite or related software. • Strong presentation skills. • Preferably from Agency and Distribution channel.

At Moksha Finance, we prioritize talent as our key differentiator. Our focus is on attracting the best individuals in the industry who possess strong quantitative and managerial skills. We are in search of talented people who can leverage our comprehensive learning and development framework to advance their career growth. Our progressive employee-centric policies ensure that we retain such talent and align organizational objectives with individual aspirations effectively. A career at Moksha Finance offers a lifelong journey filled with diverse challenges. Joining Moksha Finance means not only becoming a part of history but also contributing to shaping it. If you have the drive, skills, and aspiration to help us achieve our vision of becoming the leader in the affordable housing finance industry, we invite you to join us. Training, knowledge enhancement, and motivation are deeply embedded in MFSPL's organizational culture. Position: Relationship Manager - SME loans [Term loan, CC/OD limit] Location: Indore To apply for a job at MFSPL, kindly submit your resume to hr@mokshafinance.com.,