184 Fd Jobs

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at pawan.prasad@bajajcapital.com Contact Person : Pawan Kumar Prasad

1.Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets 2.Sources new bank customers through external individual efforts and acquisition channel. 3.Must have handled portfolio. Required Candidate profile 1.Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. 2.Very good understanding of Trade and Forex & CA.

1.Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets 2.Sources new bank customers through external individual efforts and acquisition channel. 3.Must have handled portfolio. Required Candidate profile 1.Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. 2.Very good understanding of Trade and Forex & CA.

Job Description The Sales Executive is responsible for increasing business in a specific area by recruiting, training, and managing a team of skilled agents to achieve sales goals and drive success. Roles & Responsibilities: Recruit, train, and motivate financial advisors to achieve targets. Develop and execute strategic plans to meet sales goals. Identify new business opportunities and adjust tactics based on performance analysis. Provide ongoing coaching, feedback, and support to boost performance. Analyze market trends, customer needs, and competitors. Empower agents with targeted techniques to approach high-value customer segments. Qualification & Experience: Must completed Graduation compulsory. 1+ years of experience in sales and marketing in any sector. Proven track record of achieving sales targets and managing teams. Leadership skill to drive a team towards business goals. Strong interpersonal and communication skills to build relationships with agents and clients. For more information - Kindly contact us: Ayushi Lad | HR Team +91 84603 77032 | Ayushi@tekpillar.com

Manage and train the business development team Generate leads and cold call a prospective customer Build strong relationships with client Identify and map business strengths & customer needs Exp:2 to 6 years in Field Sales and Marketing In any Sector Required Candidate profile Graduation Complete Ability to achieve the sales target Basic Understanding of BFSI/Products Kindly Contact IJS : Hiral | HR Team Phone/WhatsApp: +91 78610 78425

We are looking for a proactive and driven Relationship Manager/Officer to lead life insurance sales through direct customer engagement. The role involves driving business growth through building relationships with clients and banking partners, and ensuring smooth execution of sales strategies. Responsibility : Drive individual and team sales targets through direct selling techniques. Identify potential customers and provide financial planning solutions. Organize lead generation activities like sales campaigns, customer meets, and networking events. Ensure high customer satisfaction and policy persistency. Drive sales by engaging with walk-in customers and existing clients. Conduct joint fieldwork with employees to enhance business productivity. Generate business through cold calling using company-provided leads. Candidate Profile : Min 1- 4 Year of Sales Experience in BFSI Industry Should be Local Candidate Aware about insurance Product. Skills Required: Strong sales & communication skills. Relationship management & negotiation. Knowledge of life insurance & financial planning. Perks & Benefits: Competitive salary + incentives Performance rewards & career growth Health & life insurance benefits For More Information: Komal B. / HR Team Phone/WhatsApp: +91 93289 59079 Email: komal@tekpillar.com Ready to grow with us? Apply Now!

Planning and overseeing new marketing initiatives. Finding and developing new markets and improving sales. Increasing the value of current customers while attracting new ones. On Roll Profile Required Candidate profile Graduation is required Must have 1 years of experience in any Sales, Banking, finance/insurance sector. Good Communication skills Age Criteria: 21 to 38 Contact Us : Hiral P | HR Team +91 7861078425

- 100% Lead will be provided - Need to seat in bank handle walking customer - Generate business through the Lead - Close the leads provided by Company - Set up a meeting with potential customers and close the deal Required Candidate profile Graduation or Above Age 21 to 33 Years Sales exp. preferred Bfsi exp Fresher's Can't Apply

- 100% Lead will be provided - Need to seat in bank handle walking customer - Generate business through the Lead - Close the leads provided by Company - Set up a meeting with potential customers and close the deal Required Candidate profile Graduation or Above Age 21 to 33 Years Sales exp. preferred Bfsi exp Fresher's Can't Apply

Post : Sales Team Leader • Responsible for acquiring new customers via the direct sales channel. • Maintain high conversion rates through personalized selling. • Meet performance metrics while delivering top-notch customer service. Required Candidate profile • Graduation Must • Must have 1 year of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skills • To clear any confusion direct contact on : 84011 93616 HR Nirali Perks and benefits Incentive + PF + Mobile with Several

Post : Sales Executive • Responsible for acquiring new customers via the direct sales channel. • Maintain high conversion rates through personalized selling. • Meet performance metrics while delivering top-notch customer service. Required Candidate profile • Graduation Must • Must have 1+ year of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skills • To clear any confusion direct contact on :9714602190 HR Dhruvraj Perks and benefits Attractive Incentives & Performance Bonuses

Post : Business Development Officer Generate leads and acquire customers for Gold Loans and CASA through field visits and marketing activities. Clearly explain product features, benefits, and terms to ensure customer understanding. Required Candidate profile • Graduation Must • Must have 1 year of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 97244 79846 HR Fenil Perks and benefits Incentive + PF + Mobile with Several

Post : Sales Development Manager • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Graduation Must • Must have 1 year of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skills • To clear any confusion direct contact on : 7201064237 HR Ruchita Perks and benefits Incentive + PF + Mobile with Several

Role & responsibilities Channel Development & Management: Identify, onboard, and activate new channel partners for LAS business. Regular engagement with existing partners to increase wallet share and ensure consistent business flow. Train and support partners with product knowledge, systems, and processes. Sales & Business Growth: Achieve monthly and quarterly LAS disbursement targets through channel partners. Work closely with internal credit and operations teams to ensure smooth end-to-end disbursement processes. Analyze market trends and competitor offerings to provide market insights and strategic inputs. Relationship Management: Build strong relationships with partners to ensure long-term business engagement. Act as the single point of contact for partner queries and escalations. Organize partner meets, product training sessions, and incentive programs. Compliance & Documentation: Ensure all partner-sourced cases are compliant with internal and regulatory policies. Monitor and control risk quality of the sourced portfolio through continuous partner education and control mechanisms. Preferred candidate profile Strong understanding of Loan Against Securities , capital markets, and financial products. Proven track record in channel sales and partner relationship management. Excellent communication, negotiation, and interpersonal skills. Analytical mindset with ability to interpret data and drive actionable insights. Ability to work in a target-driven and dynamic environment.

Keysight Technologies is looking for R&D Engineer 1, Software to join our dynamic team and embark on a rewarding career journey Analyzing customer needs to determine appropriate solutions for complex technical issues Creating technical diagrams, flowcharts, formulas, and other written documentation to support projects Providing guidance to junior engineers on projects within their areas of expertise Conducting research on new technologies and products in order to recommend improvements to current processes Developing designs for new products or systems based on customer specifications Researching existing technologies to determine how they could be applied in new ways to solve problems Reviewing existing products or concepts to ensure compliance with industry standards, regulations, and company policies Preparing proposals for new projects, identifying potential problems, and proposing solutions Estimating costs and scheduling requirements for projects and evaluating results

Keysight Technologies is looking for R&D Engineer 1, Software to join our dynamic team and embark on a rewarding career journey Analyzing customer needs to determine appropriate solutions for complex technical issues Creating technical diagrams, flowcharts, formulas, and other written documentation to support projects Providing guidance to junior engineers on projects within their areas of expertise Conducting research on new technologies and products in order to recommend improvements to current processes Developing designs for new products or systems based on customer specifications Researching existing technologies to determine how they could be applied in new ways to solve problems Reviewing existing products or concepts to ensure compliance with industry standards, regulations, and company policies Preparing proposals for new projects, identifying potential problems, and proposing solutions Estimating costs and scheduling requirements for projects and evaluating results

We are hiring for CASA sales officer for one of leading Pvt Bank . Candidates having experience in field sales having own Two wheeler and Valid Drive licence can share the resume. Graduates available for Immediate joining are prefered.

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 + 1 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 sales data and reports. Travel within the assigned city and outskirts for client meetings. Eligibility Criteria: Education : MBA/ Graduates with minimum 1 year of experience Skills & Competencies : Basic knowledge of insurance products and sales techniques. Strong communication and negotiation skills. Ability to work independently and in a target-driven environment. Presentable and well-groomed appearance for client interactions. Additional Requirements : Candidates must be from the local area and have a strong understanding of the market.

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at s.devanesan@bajajcapital.com Contact Person : Kingsly Devanesan S

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at s.devanesan@bajajcapital.com Contact Person : Kingsly Devanesan S

Job Title: Sales Manager Premium Banking Location: New Delhi, India Role Description Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. Their experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue What well offer you As part of our flexible scheme, here are just some of the benefits that you’ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Acquisition Increase acquisition of Target clientele across in Advantage Banking segments. Periodically assist Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers Relationship Building / Deepening / Cross Sell / Transition Ensure consistent growth of the Advantage Banking portfolio. Work closely with the Advantage Banking and team and establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book. Build a robust momentum regarding the third-party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Implement customer contact programs to ensure their share of wallet with the bank increases. Ensure smooth transition of customer management to the respective RM post-acquisition Retention Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers Risk Management & Governance Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time. Provide regular feedback on the changing customer needs to the SSM. Any suspicious transaction to be immediately reported to the SSM. Your skills and experience In-depth knowledge of Product and Policy Having Good Communication skill Having good negotiation skill Have and understood the market update and knowledge. Having awareness and information about the competition How we’ll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm

Role & responsibilities Job Description 1. Acquisition of new clients and formulating strategies to increase the client base. 2. Dealing with existing clients. 3. Preparation and execution of Financial Planning. 4. Regular portfolio review of client. 5. Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP. 6. Approaching need based product to the client through Financial Planning. 7. Access the portfolio risk according to changing market situation. 8. Generating the revenue primarily through core products. Preferred candidate profile Candidate with Excellent communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management of minimum 0.6 -2 years 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

About The Role Two Wheeler Business-Two Wheeler Finance-KMPL - 2W Finance Customer Service Executive — Sells products by establishing contact and developing relationships with customers. — Making calls to the customers and closing the leads of Personal Loans, Credit Cards and upgrade, Debit Cards and upgrade, FD booking. — General Insurance/Health Insurance — Communicating with target audience and managing customer relationship

Greetings from Bandhan Bank.. !! Great Opportunity to be part of the fastest growing Bank. Hiring for existing & upcoming branches Job Location: Across Karnataka Job Role : 1. Branch Sales Manager 2. Customer Relationship Officer 3. Current Account Manager 4. Sales Manager - Merchant Acquiring 5. Branch Sales Executive 6. Senior sales Executive 7. Relationship Manager Walk In Interview Address : Bandhan Bank Chickpet Branch Ward No-109, 529/1, OTC Road, Chickpet, Bangalore – 560053 Date – 21-Jun2-2025 Time – 10:00am to 2:00pm Title - Branch Sales Manager (Minimum 5 years of Experience in retail banking products & services Serve as an active member of the office customer service team and be held accountable for sales performance Interact with the Branch Manager to further expand existing customer relationships and develop new contacts Make "outside" sales and customer service calls on present and prospective customers within the branch's market area both individually and along with the team. Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities. Job Title Sales Manager Merchant Acquiring (Minimum 3 years of experience in Merchant Accounts / Age upto 30 years). Acquisition of high value new merchant relationships every month Responsible for onboarding of merchant base within the regulatory norms Responsible to manage and service the portfolio of Merchant accounts of POS Manage portfolio volume aiming to grow the same by new acquisitions as well portfolio deepening within his/her assigned locations Track the existing portfolio of Key Merchants to ensure activation / retention of merchants, grow market share and wallet share Create cross sell opportunities of other products to the Merchants in the portfolio. Work within Regulatory guidelines laid down by RBI in merchant acquiring and within compliance and code of the bank Job Title - Current Account Manager (Minimum 1 years of experience in CA Channel) Achieve sales targets through direct efforts by Identifying sales opportunities for the CA product by acquiring new customers and building new relationships. Ensure timely servicing of leads received and resolution of discrepancies raised during application process. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Job Title - Customer Relationship Officer (Minimum 1 years of experience in sales / cross sell of financial products) Ensure that the customer query are attended to and resolved in an efficient manner and within stipulated Turn Around Time (TAT). Ensure NTB lead generation as per productivity targets provided by the Bank. Deepening of mapped customer portfolio as per benchmarks provided by the Bank. Kindly inform to your colleagues and friends, who is looking for job opportunity in sales role. Kindly refer your friends who is looking for job opportunity.

ICICI Process is hiring for the Customer Service Executive. Post: Customer Service Executive / Customer Support Executive Process:- (Chat/Voice Process) Note:- Work From Office. Salary :- 1.80 Lack CTC to 3.50 Lack CTC Fresher Can Apply Language Mandatory:- Hindi & English Communication. Roles and Responsibilities This is a premium Voice/Chat process for enterprise business (Customer Service) Graduate Fresher & experience ( Chat/ Voice Customer service Exp ) can apply. Flexible to work in any shift Rotational . Working days 6 days working. Candidate should be Ok with Rotational Offs . Ok with travelling on their own and should be ok even if Sunday is not a fixed Off / Week off. Note:- 6 days Working and 1 Week Rotational Off Cab Facility available