1695 Financial Sales Jobs - Page 27

Job Opening for Sales Officers at SMFG Gramshakti. Locations: Vadipatti, Tirumangalam & Ottamchattiram Promote and sell loan products to individuals, small businesses, and rural clients Travel across assigned territory to meet customers at their locations Requirements Minimum qualification: Any UG must Willingness to travel extensively within local regions Must have two wheeler and driving license. What We Offer Attractive Salary Incentives based on performance Insurance benefits If interested, pls call Amrithaa - 8655767561 Or Gayathri - 7304964190

We are seeking a Sales Executive to promote & sell Mutual Funds & SIP to retail and HNI clients in Lucknow. The candidate will be responsible for sale, investment advisory & building long-term relationships to help customers achieve financial goals.

About Liability Sales The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role Officer Sales are a part of the Bank's front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. They are also responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities • Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships. • Manage business relations with existing customers to increase the depth of existing relationships. • Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) • Record and track all engagement activities through the CRM system. • Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry

Designation : Business Development Manager • Recruiting a team of advisors on commission basis • Handling the advisers to work • Provide them for training regarding the products • Identifying the prospective customers • Make them aware of the role Required Candidate profile • Education : Any Graduate • Must have 2 YRS of experience Any Sale / Banking / Finance / Insurance • Good Communication skills

Any Banca Exp Candidate Can Apply Minimum 1 yrs of Exp Required in Banca Channel And Freshers Can apply too Candidates Preferred from Banca Channel Any Graduate Interested Candidates Contact - 09582248523

Exciting Career Opportunity at Kotak Life for MBA Fresher We are hiring passionate professionals to join our CAB Channel as Relationship Manager. If you are interested in sales and want to earn good incentives along with career growth, then share you resume on kli.shreya-chavan@kotak.com or share your CV's on 8879755056. What Were Looking For: Experience: MBA Fresher OR Minimum 1 year of BFSI/Life Insurance Sales experience. Why Join Kotak Life? Be a part of one of India's leading Life Insurance companies. Earn attractive incentives. Thrive in a dynamic and supportive work environment. Unlock opportunities for growth, recognition, and rewards. JOB DESCRIPTION for Corporate Broking Channel. 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis. 5.Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times. 6.Take regular feedback from partners and customers on satisfaction on selling process and products. 7. Review Sales plan of the partner and support their growth. 8. The employee will be on payroll of Kotak Life but will seat in the premises of Corporate Broking Company. Perks and Benefits: Attractive Incentives and Travelling allowance Industry Type: Insurance Department : Sales & Business Development. Employment Type: Full Time, Permanent. Role Category: BD / Pre Sales. Education : Any Graduate or MBA Freshers Need candidates with good communication skills and should be able to communicate in local language.

Greetings from Axis Bank!! Location-Pune,Mumbai,Nagpur,Nahsik,Dhule,Chandrapur,Ahemdnagar,solapur Role & responsibilities Selling of banks and third party products to new customers. Acquiring new accounts (Current and Savings) from branch catchment area/ open marketing through field visit Quality sourcing of salary accounts from corporates Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations Conducting marketing activities and travel locally to meet new customers as a daily activity. Contacting existing customers for more deposits and cross selling of more products. Achieve sales targets as assigned by the organization on a daily and monthly basis. Complete all learning activities conducted by the bank from time to time. Daily entry of interaction with customers in banks CRM system. Follow all compliance guidelines (regulatory & legislative) for each activity. Note-Bike & licence are compulsory Career Path: Sales Officer to Sales Officer 1 (Fast Track Growth) to AM Sales to Sales Manager Work Experience: Fresher & Maximum 3 yrs experience (Any field Sales or banking sales ) NOTE: -Bike & licence are compulsory Intrested candiadtes send me resume or refre your friends 9307753865

Job Opening for Sales Officers at SMFG Gramshakti. Locations: Omalur, Mettur & Salem Promote and sell loan products to individuals, small businesses, and rural clients Travel across assigned territory to meet customers at their locations Requirements Minimum qualification: Any UG must Willingness to travel extensively within local regions Must have two wheeler and driving license. What We Offer Attractive Salary Incentives based on performance Insurance benefits If interested, pls call Amrithaa - 8655767561 Or Gayathri - 7304964190

Utilize and apply your technical product expertise and consultation skills to assist advisors with Cash and Bank Deposit products such as ONE Financial, Sweep, Money Markets, Bank CDs, and Savings Accounts. This will involve communicating the benefits, features, sales strategies, rules, regulations, and suitability of the products in response to inbound sales calls. Additionally, you will be responsible for making periodic outbound calls for specific campaigns and approved activities. Collaboration with other sales members and internal business partners is crucial to support client and advisor needs effectively. Your key responsibilities will include answering inbound advisor calls and providing consultation on Cash and Bank Deposit products. You will need to swiftly and courteously address advisor questions, concerns, or complaints while supporting and referring consultation opportunities to other sales members. Capturing relevant sales call information accurately in Salesforce CRM, collaborating with external partners and internal resources to develop business plans, and participating in outbound call campaigns will also be part of your role. To excel in this position, you should have 3-5 years of experience in bank or financial sales and be willing to obtain the FINRA Series 7 certification within 12 months of hiring. A strong knowledge of US banking products and industry is essential, along with excellent communication and presentation skills. You should be adept at articulating complex information clearly, establishing rapport, and applying consultative selling techniques effectively. Ameriprise India LLP has a rich history of providing client-focused financial solutions for over 125 years. As a U.S.-based financial planning company with a global presence, our focus areas include Asset Management and Advice, Retirement Planning, and Insurance Protection. Join our inclusive and collaborative culture that values your contributions and offers opportunities for professional growth. If you are driven, talented, and seeking to work for an ethical company that prioritizes community impact, consider building your career with Ameriprise India LLP. This is a full-time position with working hours from 8:00 PM to 4:30 AM. The role is within the Business Support & Operations job family group, specifically in the AWMP&S President's Office of the Ameriprise India LLP India Business Unit.,

Job role- AADM Channel- AGENCY LOCATION - Noida CTC upto 4 LPA Interested candidates can share cv at 8448804875 or mail at surbhi.choudhary@maxlifeinsurance.com

Dear Candidate, HDFC Sales Pvt Ltd is inviting applications for the role of Loan Officer with below details- Product - Home Loan Work Location - Kalyan Nagar Qualification - Minimum Graduation Experience - 1 year of outbound tele-sales experience from PL/HL/ CC/ Insurance sector Prefer Only Male Candidates can apply If interested please share your updated resume at vinodkv@hdfcsales.com or call at 9844280992for further details. * Refer a Friend and Give them a Career *

Approach prospecting new clients & advice Financial Products & Services based on client needs conducting market analysis ensuring compliance with regulations. Building relationship & advising clients on investment wealth management insurance etc Required Candidate profile Financial Sales Experience Good Experience in Investment, Insurance, Wealth management etc Handling HNI clients Kindly reach us @ Hema - 7305057834 adducoindia@gmail.com

Designation - Relationship Manager - Sales Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise clients on a range of products, viz., equity, Mutual Funds , PMS in stocks and securities broking, derivatives, bonds, and all the products promoted by the company

Designation - Relationship Manager - Sales Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise clients on a range of products, viz., equity, Mutual Funds , PMS in stocks and securities broking, derivatives, bonds, and all the products promoted by the company

Designation - Relationship Manager - Sales Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise clients on a range of products, viz., equity, Mutual Funds , PMS in stocks and securities broking, derivatives, bonds, and all the products promoted by the company

Designation - Relationship Manager - Sales Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise clients on a range of products, viz., equity, Mutual Funds , PMS in stocks and securities broking, derivatives, bonds, and all the products promoted by the company

Designation - Relationship Manager - Sales Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise clients on a range of products, viz., equity, Mutual Funds , PMS in stocks and securities broking, derivatives, bonds, and all the products promoted by the company

Designation - Relationship Manager - Sales Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise clients on a range of products, viz., equity, Mutual Funds , PMS in stocks and securities broking, derivatives, bonds, and all the products promoted by the company

Candidate - Min 6 Months Sales/Good Communication Skills Build Good Relationship With Branch Staff Handling Walking Customers Ready to Visit Field If required HR kavita 9318460257 Bancassurance Manager Industry - Insurance Education :- graduate

JOB DESCRIPTION Job Code Job Title Associate Rakshak Manager Rakshak Manager / Senior Rakshak Manager Band 5A / 5B Reporting To Partner - Defence Department Agency Function Defence Sales Location Multiple locations JOB SUMMARY Responsible for Recruitment of Agents & Advisors(A&A) and Officer Rakshak s Officer Rakshak(OR) & Agent Development Meeting Business goals Unit Prospecting Cantonment Mapping KEY RESPONSIBILITIES Develop various sources of OR and A&A hiring and build a team of Agents Ensure product knowledge by Max Life Insurance ways of training Field demonstration (FODs)& Product Presentation to Defence Personnel s Work closely with OR s & Agents onplanning and reviewing of activities and goals Achievement of monthly, quarterly & yearly business plans Ensure Companys product mix sales ration and adhere to the business norms Hold periodical customer meet to understand customers pulse and product needs Ensure customer queries are responded to satisfactorily as per Max Life Insurance standardOrganize Service Camps at Cantonments Maintaining healthy Annual Policy Ratio Cantonment relationship Eligibility Criteria Any Graduate / Post graduate with good experience in sales OTHER RESPONSIBILITIES HO co-ordination Sales promotion activities Assist in overall running of the Office Experience- 2-7 years in Sales MINIMUM EDUCATION Graduate preferably with an MBA Preference of Industry background Preference 1 Insurance/financial sales exp + Defence experience Preference 2 Sales Background, any industry + Defence experience Preference 3 Defence Ex-servicemen Preference 4 Insurance Sales+ history of adaptability to new business avenues JOB DESCRIPTION Job Code Job Title Associate Rakshak Manager Rakshak Manager / Senior Rakshak Manager Band 5A / 5B Reporting To Partner - Defence Department Agency Function Defence Sales Location Multiple locations JOB SUMMARY Responsible for Recruitment of Agents & Advisors(A&A) and Officer Rakshak s Officer Rakshak(OR) & Agent Development Meeting Business goals Unit Prospecting Cantonment Mapping KEY RESPONSIBILITIES Develop various sources of OR and A&A hiring and build a team of Agents Ensure product knowledge by Max Life Insurance ways of training Field demonstration (FODs)& Product Presentation to Defence Personnel s Work closely with OR s & Agents onplanning and reviewing of activities and goals Achievement of monthly, quarterly & yearly business plans Ensure Companys product mix sales ration and adhere to the business norms Hold periodical customer meet to understand customers pulse and product needs Ensure customer queries are responded to satisfactorily as per Max Life Insurance standardOrganize Service Camps at Cantonments Maintaining healthy Annual Policy Ratio Cantonment relationship Eligibility Criteria Any Graduate / Post graduate with good experience in sales OTHER RESPONSIBILITIES HO co-ordination Sales promotion activities Assist in overall running of the Office Experience- 2-7 years in Sales MINIMUM EDUCATION Graduate preferably with an MBA Preference of Industry background Preference 1 Insurance/financial sales exp + Defence experience Preference 2 Sales Background, any industry + Defence experience Preference 3 Defence Ex-servicemen Preference 4 Insurance Sales+ history of adaptability to new business avenues

JOB DESCRIPTION Job Title Relationship Associate/ Associate Sales Manager/Financial Sales Manager Band 5/5A/5B Reporting To Centre Manager Department Bancassurance - Yes Bank JOB SUMMARY Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner KEY RESPONSIBILITIES Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate. Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s 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. MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations 15th Month collection MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance JOB DESCRIPTION Job Title Relationship Associate/ Associate Sales Manager/Financial Sales Manager Band 5/5A/5B Reporting To Centre Manager Department Bancassurance - Yes Bank JOB SUMMARY Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner KEY RESPONSIBILITIES Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate. Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s 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. MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations 15th Month collection MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance

Generate new business opportunities. • Conduct cold calls, follow up on leads, and schedule meetings with clients. Present and promote products(Debentures/Equity) to prospective clients. • Submit daily/weekly/monthly reports to management. 2 Wheeler

About Conkart Conkart is a fast-growing, dynamic company seeking a versatile and high-performing Business Development Manager to lead strategic partnerships, drive business growth, and support investment-related decision-making. The ideal candidate is an analytical thinker with a strong understanding of finance, excellent communication skills, and the confidence to represent Conkart in front of key stakeholders, including bankers, venture capitalists, and corporate partners. Role & responsibilities Represent Conkart in meetings with financial institutions, VCs, and strategic partners. Identify and pursue new business opportunities to expand the company's reach. Conduct market and industry research to support strategic decisions. Prepare and deliver compelling pitches, presentations, and financial overviews to potential stakeholders. Build and maintain relationships with clients, partners, and investors. Analyze financial statements, create models, and support internal investment strategy. Collaborate with cross-functional teams to drive execution on growth initiatives. Track industry trends, macroeconomic factors, and regulatory developments. Preferred candidate profile 2 to 5 years of experience in business development, financial analysis, investment banking, or corporate strategy. Bachelors/Masters degree in Finance, Economics, Business, or related field. CFA/CA/MBA preferred. Strong analytical mindset with a solid grasp of financial modeling, valuation methods, and market research. Outstanding communication and presentation skills. Willingness to travel for in-person meetings and networking events. Proactive, self-starter attitude with the ability to juggle multiple roles. What We Offer A high-growth, entrepreneurial environment. The opportunity to work on impactful projects with leadership exposure. Competitive salary with performance-based incentives. Continuous learning, career growth, and upskilling opportunities.

About Conkart Conkart is a fast-growing, dynamic company seeking a versatile and high-performing Business Development Manager to lead strategic partnerships, drive business growth, and support investment-related decision-making. The ideal candidate is an analytical thinker with a strong understanding of finance, excellent communication skills, and the confidence to represent Conkart in front of key stakeholders, including bankers, venture capitalists, and corporate partners. Role & responsibilities Represent Conkart in meetings with financial institutions, VCs, and strategic partners. Identify and pursue new business opportunities to expand the company's reach. Conduct market and industry research to support strategic decisions. Prepare and deliver compelling pitches, presentations, and financial overviews to potential stakeholders. Build and maintain relationships with clients, partners, and investors. Analyze financial statements, create models, and support internal investment strategy. Collaborate with cross-functional teams to drive execution on growth initiatives. Track industry trends, macroeconomic factors, and regulatory developments. Preferred candidate profile 2 to 5 years of experience in business development, financial analysis, investment banking, or corporate strategy. Bachelors/Masters degree in Finance, Economics, Business, or related field. CFA/CA/MBA preferred. Strong analytical mindset with a solid grasp of financial modeling, valuation methods, and market research. Outstanding communication and presentation skills. Willingness to travel for in-person meetings and networking events. Proactive, self-starter attitude with the ability to juggle multiple roles. What We Offer A high-growth, entrepreneurial environment. The opportunity to work on impactful projects with leadership exposure. Competitive salary with performance-based incentives. Continuous learning, career growth, and upskilling opportunities.

Role & responsibilities POSITION - CUSTOMER RELATIONS & RELATIONSHIP MANAGER Products/ Services : Lockers, Deposits, Mutual Funds Represent SFSL, its values and vision to all prospective customers and present our services Acquire new customers for SFSL, and take accountability in handling their investment portfolios including Lockers and Deposits Meeting Productivity targets as assigned by the Organization on month on month basis. Cross-Sell and Up-Sell to existing clients Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solution based on the analysis. Ensure that MIS/ Reporting Formats are maintained/ Updated on regular basis. Maintain customer relations & ensure post sale needs of customers are met. Ensure strict adherence to policies and procedures. Organize marketing activities or events to raise brand awareness. Contact Person - Bharathi Raja HR Contact No - 9597742089 (Call Me) (Share Your Resume) bharathi.k@randstad.in (Forward To Your Friends) POSITION - RELATIONSHIP MANAGER Develop and manage a portfolio of SME clients for general insurance products Achieve monthly, quarterly, and annual sales targets Identify cross-selling and upselling opportunities Conduct client meetings, presentations, and need-based product recommendations Liaise with underwriting and claims teams for smooth client servicing Maintain accurate documentation and CRM updates Develop channel partnerships, brokers, or agency networks to support SME acquisition Stay updated with IRDAI regulations, competitor products, and market trends