Generate leads through market visits, references, and other channels.
Acquire and manage customers for NBFC and Home Loan products.
Conduct field sales activities to achieve assigned business targets.
Build and maintain long-term customer relationships for repeat and referral business.
Coordinate with internal teams for smooth loan processing and disbursement.
We are hiring for Delhi location with a leading financial services company.
Role: Relationship Manager Product: Loan Against Property (LAP) Openings: 30+ | Age: Up to 40 years Channel: DSA sourcing
JD:
Manage and expand DSA network for LAP business.
Source and achieve targets for Loan Against Property.
Maintain strong relationships with partners and clients.
Ensure smooth loan processing and documentation.
Candidates with DSA experience and interest in LAP/Home Loan/Mortgage/Working Capital can apply!
Position - Relationship officer
Channel - Bancassurance
CTC- 2.10LP + incentives
Location - Delhi -
Dhankot
New Delhi Janakpuri
Holumbi
Jahangirpuri
Bc Place
Key Responsibilities: Develop and maintain strong relationships with bank staff to generate leads.
Promote life insurance products to bank customers through joint calls with bank employees.
Explain policy benefits, terms, and conditions clearly to walk-in customers.
Achieve monthly and quarterly sales targets.
Key Skills Required:Good communication and interpersonal skills
Basic knowledge of sales and customer service
Confidence and willingness to learn
Ability to build rapport quickly
Target-oriented mindset
Perks & Benefits:Fixed salary + performance-based incentives
Career growth opportunities within the insurance and banking sector
Interested Candidates can send their resume on anjali.gussain@skywingsadvisors.com or 9997816063
JOB SUMMARY: Bancassurance channel
Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner bank
KEY RESPONSIBILITIES:
Establishing & strengthening relationship with branch manager & staff to gain leads from them.
Closing sale and following up on issuance.
Increasing banks customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branches customer base.
Drive effectively the Reward and recognition programs launched for the bank staff.
Train the bank staff regularly on concepts in life insurance and new product introductions
Role/Job Title: Relationship Manager-First Wealth
Function/ Department: Branch Banking
Job Purpose:
The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. Role will closely collaborate with Cross sell team and Product teams for the same. This role encapsulates the responsibility of owning the customer experience at the branch and deepening the relationship. It includes working with the client to help them make the right financial decisions by providing them with information about financial products.
Roles and Responsibilities:
Primary Responsibilities:
Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services.
It also includes use of applications actively for designing product suitability matrix, financial planning for the customers.
Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing.
To Enhance & Retain customer profitability by capturing larger share of Wallet.
Ensuring compliance with branch SOP and control in sales and service.
Deepen the relationship by cross selling Banks Products.
Secondary Responsibilities:
Maintain excellent relations with local dealers to help source clients to expand reach and brand of the Bank.
Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency.
Collaborate with other branch departments and functions to provide products and service offerings to the customer.
Education Qualification:
Graduation: Any Graduate
Experience: relevant experience in Banking or allied Business.
Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services.
It also includes use of applications actively for designing product suitability matrix, financial planning for the customers.
Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing.
To Enhance & Retain customer profitability by capturing larger share of Wallet.
Ensuring compliance with branch SOP and control in sales and service.
Deepen the relationship by cross selling Banks Products.
Secondary Responsibilities:
Maintain excellent relations with local dealers to help source clients to expand reach and brand of the Bank.
Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency.
Collaborate with other branch departments and functions to provide products and service offerings to the customer.
Education Qualification:
Graduation: Any Graduate
Experience: 5+ years of relevant experience in Banking or allied Business.
Job description
Job Title: Relationship Manager-Business Banking
Function/ Department: Business Banking
Job Purpose:
The role entails providing financial solutions to meet the working requirements of business banking customers and ensuring best-in-class relationship management and customer experience to become their banking partner of choice. The role bearer is responsible for asset NTB client acquisition along with liabilities and Forex deepening. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing, and deepening.
Roles & Responsibilities:
Responsible for acquiring new customers for business banking with a detailed understanding of credit assessment.
Knowledge on liability, Forex, trade and client relationships, delinquency management, relationship management, and an analytical mindset.
Managing the portfolio effectively through continuous monitoring of accounts and renewals, enhancement, retention and ensuring portfolio hygiene with minimal open deferral and covenants.
Develop a superior working relationship with branch banking for cross-leveraging & synergy optimization and work within the overall bank ecosystem with other stakeholders.
Evaluate the growth strategy based on competitor analysis and feedback from different channels and customers.
Recommend process changes in order to improve service efficiency and quality across the branch network.
Demonstrated ability in sales planning and conceptualizing promotions and marketing initiatives.
Understanding of financial statements, credit Assessment and title-security documents
Noida, Bangalore, Hyderabad, Gurugram, Pune, Mumbai City
business banking
working capital
sme banking
Roles & Responsibilities: Responsible for acquiring new customers for business banking with adetailed understanding of credit assessment. Knowledge on liability, Forex, trade and client relationships, delinquencymanagement, relationship management, and an analytical mindset. Managing the portfolio effectively through continuous monitoring ofaccounts and renewals, enhancement, retention and ensuring portfoliohygiene with minimal open deferral and covenants. Develop a superior working relationship with branch banking for cross-leveraging && synergy optimization and work within the overall bankecosystem with other stakeholders. Evaluate the growth strategy based on competitor analysis andfeedback from different channels and customers. Recommend process changes in order to improve service efficiencyand quality across the branch network. Demonstrated ability in sales planning and conceptualizing promotionsand marketing initiatives. Understanding of financial statements, credit Assessment and title-security documentsEducational Qualifications: Graduation: Any DisciplineProfessional Qualification: Preferred Chartered Accountant (CA).Experience: 5-10 years of relevant branch banking experience
Hiring Agency Development Manager (ADM) | Life Insurance
Job Responsibilities
Drive Life Insurance sales targets through effective agent management
Recruit, train, and develop commission-based agents
Monitor and ensure execution of agent activity plans as per business objectives
Conduct weekly Performance Review Programs (PRPs) and update Sales MIS
Motivate and guide agents for career progression programs within the organization
Encourage agents to actively use CRM & Agent Portal for customer management and cross-selling opportunities
Key Attributes:
Strong people management and networking skills
Entrepreneurial mindset with a commercial focus
Result-oriented with proven sales achievements
Maharashtra, Tamil Nadu, Andhra Pradesh, Telangana, Karnataka
credit cards
customer satisfaction
mortgage loans
branch sales
mutual funds
banking sales
branch relation
branch relationship manager
insuarance
Job Role- Branch Relationship Manager
As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help ourcustomers realise their dreams and ambitions across ~500 branches in the country. As a market leaderin the consumer banking business, DBS has a full spectrum of products and services, includingdeposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards andpersonal loans to help our customers realise their dreams and aspirations at every life stage.
Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBSclients having an AUM INR 1 million through need-based approach and ensure clientcoverage and product penetration through cross-sell and up-sell of DBS products and services. To manage && maintain the highest customer satisfaction and service levels through pro-activeclient engagement && relationship management, coordinating internally with DBS Service andDistribution and Product team
Key Accountabilities
Acquire and upgrade quality clients in the branch location areas to Treasures segment.
Engage with existing customers to deepen the wallet share through retention and growth of
AUM.
Accountable for achieving monthly && annual volume and revenue objective, as agreed.
Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings
Book growth
Ensure proper implementation && execution of product strategies through effective relationship
management.
Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and
beyond banking propositions
Ensure optimum product mix and new- to- product clients aimed at customer level profitability
and enhancing client coverage.
Drive and deliver exemplary customer service in the local market and uphold DBS service
standards.
Ensure internal and regulatory compliance through strict adherence to DBS sales process,
timely risk reviews and exercising due diligence while on-boarding.
Ensure exemplary service delivery of these clients by building appropriate workflows and
processes incl. doorstep banking etc.
Required Experience Minimum 5 years of experience in in a reputed bank and proficient in banking products. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an addedadvantage
Contact Person- Adam
Contact detail- 8778148373
Email- adam@livecjobs.com
Job Opportunity Leading Life Insurance CompanyChannel:Banca ChannelLocation:DelhiCTC: Up to 5 LPA
* 100% leads provided* Strong bank partnership* Easy customer access* Higher conversion ratio* Better support from bank staff
To Apply:Share your resume at (mailto:ritika@skillnixrecruitment.com)WhatsApp: 9258440245
Dear Candidate,We are hiring for a leading life insurance company.Key Responsibilities
Service through relationship management Establishing and strengthening a relationship with the allocated customerbase. Ensure retention of customers in his/her allocated Book of Relations(existing customer database). Act as a single point of contact for customers for any customer inquiries, query/complaints. Identify the financial goals of customers and provide financial planningassistance. Competition Analysis for giving professional advice to customers Fix self-appointments every day from the given customer database as per thecampaignSales Focus on cross-sell & up-sell opportunities in allocated customers.Ensure successful completion of licensing as per MLI standardsDesired qualifications and experience
0 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.Age Bracket: 20-25 yearsMust own a conveyanceGood communication skillsCTC: Up to 4.0LPAInterested candidates kindly call or WhatsApp on 9759214468 and email Nikita.koli@assuredjob.inThanks & RegardsNikita
Job Title: Senior Relationship Officer InsuranceSalary: 4.50LPA + Incentives Experience: 1 to 2 Years (Insurance / BFSI Preferred) Qualification: Graduate (Any Stream) Employment Type: Full-Time, On-Rolls
Job Summary:
We are hiring a Relationship Officer for Canara HSBC Life Insurance to manage and develop business relationships within assigned bank branches. The ideal candidate should have experience in sales, client handling, and insurance or financial products.
Roles & Responsibilities:
Handle and manage sales of life insurance products through partner bank branches.Build and maintain strong relationships with bank staff to achieve sales targets.Educate and motivate bank employees on insurance products and benefits.Generate leads, identify prospects, and convert them into customers.Ensure customer satisfaction through timely support and follow-ups.Maintain proper documentation and adhere to company and IRDAI compliance policies.
Required Skills:
Excellent communication and interpersonal skills.Strong relationship management and negotiation ability.Good knowledge of insurance/financial products.Goal-oriented and self-motivated.
Perks & Benefits:
Attractive Incentive StructureCareer Growth OpportunitiesTraining & Development Support
Hiring for Relationship Manager-Bancassurance.
Will be responsible for managing the relationship between a bank and an insurance company partner to sell insurance products to the bank's customers.
Life insurance experience required.
Hiring Senior Business Manager (Life & Health Insurance | APC Channel)
Industry: Life Insurance Locations: Delhi | Noida | Gurugram | Faridabad | Ghaziabad | Kolkata | Ludhiana | Kanpur | Chandigarh | Lucknow Compensation: 7 LPA (Fixed) + Reimbursements + Attractive Incentives Experience Required: 4 to 14 years in Sales (preferably Agency Channel)
Role Summary
As a Senior Business Manager, you will be leading insurance sales growth by developing and managing a strong network of Business Associates (BAs) and their teams of field agents.
Key Responsibilities
Recruit, mentor, and train Business Associates and commission-based advisors
Drive execution of sales activity plans and monitor performance regularly
Conduct weekly PRPs (Performance Review Programs) and maintain Sales MIS
Support advisors career advancement through structured development programs
Utilize CRM tools & agent portals for enhanced customer engagement and cross-selling
Consistently achieve monthly and annual business targets
Desired Candidate Profile
Minimum 4 years of sales experience (Life Insurance/Agency Channel strongly preferred)
Graduate in any discipline
Strong leadership, communication, and relationship-building skills
Entrepreneurial mindset with a proven track record of achieving targets
Well-connected within the local market and aware of industry dynamics
Stable career history with measurable performance achievements
How to Apply
Send your CV to: Call/WhatsApp: 9718858866 (Javed)
Job Opening: Sales Manager Agency Channel (Life Insurance)
Locations: Delhi/NCR, Noida, Gurgaon, Allahabad, Lucknow, Agra, Jaipur, Kolkata Salary: 4 LPA + Reimbursements + Lucrative Incentives Experience: 210 Years in Sales (Life Insurance preferred)
Key Responsibilities
Drive Life Insurance sales by building and managing a team of advisors.
Recruit, train, and develop commission-based agents.
Supervise and monitor agent activity plans to ensure business targets are achieved.
Conduct weekly Performance Review Programs (PRPs) and update the Sales MIS.
Motivate and mentor agents through structured Career Progression Programs.
Promote usage of CRM & Agent Portal for better customer service and cross-selling.
Desired Candidate Profile
Experience: Minimum 2 years in Sales (Life Insurance preferred).
Education: Graduate in any stream.
Strong networking skills and knowledge of the local market.
Excellent communication and team management skills.
Attributes:
Entrepreneurial and result-driven mindset
High confidence and maturity
Proven leadership and sales track record
Stable past career history
How to Apply
Send your resume to: Call/WhatsApp: +91 9711522990 / 9990622996 (Javed)
Job Summary:Responsible for Agent Recruitment Agent Development Meet Business targets Customer Centricity
Key Responsibilities:Agent Recruitment Develop various sources of agent hiring & build a team of agent & agent pipe line. Conduct activity to enhance existing agent footfall to generate fresh referral for new agenthiring Implementation of MLI GOLD process and adhere to the business norms Follow agent 9 pointer hiring mechanism & other hiring normsAgent Development Ensure product knowledge by ways of training Field demonstration (FODs) Development of agent prospecting habits, calling habits and work habits. Work with agent on planning and reviewing of activities and goals. Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Achievement of monthly, quarterly & yearly business plans. Improve agent productivity & persistency by regular PRP/IID/GID etc. Ensure companies product mix sales ration and adhere to the business norms. Maintain agent pro activity as per business plano Customer Centricity Be brand ambassador & a customer champion Follow sales practice to develop deep customer loyalty Hold periodical customer meet to understand customer pulse & need
Ensure customer queries are responded to satisfactorily as per standard. Desired Competencies
Sourcing & Selection capability Nurturing & Developing talent Result orientation Customer centricity Planning & Execution
MOS: Achievement of business plan & GPA Recruitment / Development & Activisation of agent as per plan. Persistancy as per grid Achieve GOLD Score as per standard Number of EC/MDRT agent
Minimum Education - Graduation.
CTC : 2.00 LPA to 4 LPA
Candidate Specification Age between 24-38 years Work experience not less then 2 years in sales.
Great opportunity with Reliance Nippon Life Insurance - Relationship Manager - Direct Channel
CTC - 2.5 LPA to 6 LPA + Incentives + Fastrack Promotion + Domestic/ International Trips
What will you'll do
Service through relationship management
Establishing and strengthening relationship with the allocated customer base.
Ensure retention of in his/her allocated Book of Relations" (existing customer database).
Act as single point of contact for customers for any customer query/complaint.
Identify financial goals of customers and providing financial planning assistance.
Competition Analysis for giving professional advice to customer
Fix self appointments everyday from the given customer database as per the campaign
Sales
Focus on cross-sell & up-sell opportunity in allocated customers.
Required Candidate Profile -
Looking graduates with minimum 1 year sales experience in Life Insurance/ Banking Industry.
CTC - 2.5 LPA to 6 LPA
Kindly share your updated CV if interested and you can share this opening with your friend also.
Contact - 9326218355
Email id - Vishakha.Biswas@indusindnipponlife.com
Thanks & Regards,
Vishakha Biswas
Senior Talent Acquisition
Reliance Nippon Life Insurance
M P S MANAGEMENT SERVICE Hiring For Leading in General Insurance
2 to 7 Yrs
3.0 - 7 LPA
Delhi
insurance
banca
sales
health insurance
motor
non motor
Hi,
Greetings from MPS Management Services!!
Open position leading in General insurance Company.
Profile - Relationship Manager
Channel- Banca channel
Locations - Delhi
Ctc Budget - Upto 6.6 LPA
Interested candidates can apply on the same.
RegardsPrincy YadavHR executive
MPS Management Services
Role - Relationship Manager - Wealth ChannelPreferences
- Life Insurance Agency channel OR Mutual Fund background- Must have built good Life Insurance advisor or Mutual Fund distributor base.- No direct selling.- Age: 25 to 35 years- Qualification: Graduation & above- Good communication skills
Roles and responsibilities - Deal with the HNI clients and sell ULIP products- Recruit and train distributors- Organize and run recruitment events for distributors- Continued training and motivating the team to drive ULIP business- Attend joint field work and help the distributors whenever needed- No need for IRDA or Mutual Fund exam. Direct empanelment.CTC - up to 6 LPA + 6l quarterly incentivesFixed BDA is up to INR 20000 depends on your target but fixed BDA INR 3500
Apply Now:Email: ninas.hr24@gmail.com
Send your resume via WhatsApp Nilesh Nirwan-7020046467