Responsibilities: * Manage back office operations with focus on MIS reporting * Ensure timely policy issuance & servicing compliance * Collaborate cross-functionally for process improvements * PoS documentation handling. Health insurance Provident fund Sales incentives Referral bonus
Responsibilities: * Manage existing client relationships through regular communication and service delivery. * Acquire new HNIs through networking and marketing efforts. Sales incentives Performance bonus Referral bonus Provident fund Health insurance
Oversee daily workshop operations for smooth workflow and timely delivery. Assign tasks to technicians, ensure service quality, handle customer queries swiftly, and monitor productivity and revenue to achieve targets and boost efficiency.
Key Responsibilities: Were looking for a sales leader to drive performance across field and telecalling teams. 6+ years in sales (EV, Auto, FMCG, NBFC preferred) Team management (field + telecalling) Strong with CRM tools
Responsibilities: * Meet sales targets through effective communication and relationship building. * Maintain accurate records and reports on sales performance. Health insurance Provident fund
Responsibilities: * Meet sales targets through effective communication and relationship building. * Maintain customer satisfaction by providing exceptional service. * Sell insurance policies to clients. Health insurance Provident fund
Responsibilities: * Build strong client relationships * Manage financial portfolios * Oversee public relations efforts * Collaborate with marketing team on campaigns * Adhere to compliance standards at all times
Job Description Relationship Officer (Wealth Management / DST Division) Role & Responsibilities: Engage with existing and potential clients to understand their financial goals and design suitable wealth management strategies. Acquire new clients through ethical and relationship-driven sales practices. Retain and grow client relationships through consistent follow-ups, financial reviews, and proactive service. Cross-sell multiple financial products including Mutual Funds, SIPs, Insurance (Life, Health & General), and goal-based investment solutions. Contribute to business growth through client referrals and innovative sales approaches. Ensure client satisfaction through transparency, professional conduct, and timely service delivery. Work closely with the branch and product teams to achieve monthly and quarterly targets. Maintain accurate client records and adhere to compliance and regulatory guidelines. Preferred Candidate Profile: Graduate or Postgraduate in Finance, Commerce, or Business Administration. 3–8 years of experience in Financial Services / Wealth Management / Insurance / Banking Sales. Strong communication and interpersonal skills with a consultative approach. Ethical, disciplined, and driven by long-term client relationships rather than short-term gains. Self-motivated to learn, adapt, and use innovative ways to reach clients. IRDA / NISM certification is an advantage. Willing to work on-site from Guwahati and visit clients locally.