Financial Services Advisor

Job Description Recruit Agents / Advisors Develop agents through coaching, training, team management support etc Drive agents and advisors team size, activity ratio, case rate per active agent and case size to achieve the premium targets Desired Candidate Profile Must have Minimum 1 Year Experience in Insurance/Banking/ Any sales. Must be a Graduate. Within...

Max Life Insurance Company Limited urgently hiring for Key Relationship Manager - Sales and Business Development in Karnataka RegionLocations :Bangalore, Mangalore, Mysore, Hubli, BelgaumResponsibilitiesConduct thorough consultations with clients to understand their unique business needs and objectives.Offer expert advice and recommendations on how the...

Max Life Insurance Company Limited urgently hiring for Key Relationship Manager - Sales and Business Development in Karnataka RegionLocations :Bangalore, Mangalore, Mysore, Hubli, BelgaumResponsibilitiesConduct thorough consultations with clients to understand their unique business needs and objectives.Offer expert advice and recommendations on how the...

Day to Day accountingMonthly trial balance and cash flowQuarterly financial statementsPerform periodic billing (invoices/credit or debit memos) and raise PRs for POs.Working with the CA and company secretary periodically to ensure compliancePerform periodic billing and raise PRs for POs presently monthly.Presenting projection of expenses and receipts every...

Day to Day accountingMonthly trial balance and cash flowQuarterly financial statementsPerform periodic billing (invoices/credit or debit memos) and raise PRs for POs.Working with the CA and company secretary periodically to ensure compliancePerform periodic billing and raise PRs for POs presently monthly.Presenting projection of expenses and receipts every...

Max Life Insurance Company Limited urgently hiring for Key Relationship Manager - Sales and Business Development in Karnataka RegionLocations :Bangalore, Maqngalore, Hubli, Mysore, Belgaum ResponsibilitiesServe as a technical expert on the company's products or services, providing in-depth knowledge and understanding to clients.Collaborate with the sales...

Max Life Insurance Company Limited urgently hiring for Key Relationship Manager - Sales and Business Development in Karnataka RegionLocations :Bangalore, Maqngalore, Hubli, Mysore, Belgaum ResponsibilitiesServe as a technical expert on the company's products or services, providing in-depth knowledge and understanding to clients.Collaborate with the sales...

Customer Relationship Officer (Location...MFT826 Retail BankingCity Belgaum Required Experience YearsPosted On 04 Mar 2023Basic SectionNo. Of Openings Grade NA Designation Others Closing Date 31 Mar 202 OrganisationalOrganisation CSB Bank Organization Unit Retail & SME (Business And Risk), Operations & IT Sub Org Unit Retail Banking Sub Org Unit Others Sub...

Banking, Financial Services & Insurance advisor. **Skills**: Customer service, Good Communication Skills, Customer retention, Oral communication, Employee handling,more enthusiastic, energetic, target achiever, good team leadership qualities. **Salary**: From ₹15,000.00 per month **Benefits**: - Flexible schedule Schedule: - Day shift Supplemental...

Banking, Financial Services & Insurance advisor. **Skills**: Customer service, Good Communication Skills, Customer retention, Oral communication, Employee handling,more enthusiastic, energetic, target achiever, good team leadership qualities. **Salary**: From ₹15,000.00 per month **Benefits**: - Flexible schedule Schedule: - Day shift Supplemental...

Banking, Financial Services & Insurance advisor. **Skills**: Customer service, Good Communication Skills, Customer retention, Oral communication, Employee handling,more enthusiastic, energetic, target achiever, good team leadership qualities. **Salary**: From ₹15,000.00 per month **Benefits**: - Flexible schedule Schedule: - Day shift Supplemental...

We are looking for a competitive insurance agent to generate new business by contacting potential customers. You will sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers’ portfolio. The goal is to build up strong positive relationships, to ensure growth attainment and increase our...

Location : Belgaum Position : Insurance jobs in Belgaum Age limit : 24 to 39 Call on 7048809577 A. KEY RESPONSIBILITIES: - To recruit a team of Insurance Advisors as per the corporate strategy - To ensure and maintain levels of productivity as prescribed - To focus on and develop various business segments as per the sales strategy - To train IAs with...

Location : Belgaum Position : Insurance jobs in Belgaum Age limit : 24 to 39 Call on 7048809577 A. KEY RESPONSIBILITIES: - To recruit a team of Insurance Advisors as per the corporate strategy - To ensure and maintain levels of productivity as prescribed - To focus on and develop various business segments as per the sales strategy - To train IAs with...

Location : Belgaum Position : Insurance Executives Age limit : 24 to 39 Call on 7048809577 A. KEY RESPONSIBILITIES: - To recruit a team of Insurance Advisors as per the corporate strategy - To ensure and maintain levels of productivity as prescribed - To focus on and develop various business segments as per the sales strategy - To train IAs with the...

Location : Belgaum Position : Insurance jobs in Belgaum Age limit : 24 to 39 Call on 7048809577 A. KEY RESPONSIBILITIES: - To recruit a team of Insurance Advisors as per the corporate strategy - To ensure and maintain levels of productivity as prescribed - To focus on and develop various business segments as per the sales strategy - To train IAs with...

Location : Belgaum Position : Insurance jobs in Belgaum Age limit : 24 to 39 Call on 7048809577 A. KEY RESPONSIBILITIES: - To recruit a team of Insurance Advisors as per the corporate strategy - To ensure and maintain levels of productivity as prescribed - To focus on and develop various business segments as per the sales strategy - To train IAs with...

Location : Belgaum Position : Insurance Executives Age limit : 24 to 39 A. KEY RESPONSIBILITIES: - To recruit a team of Insurance Advisors as per the corporate strategy - To ensure and maintain levels of productivity as prescribed - To focus on and develop various business segments as per the sales strategy - To train IAs with the help of training team -...

Job Description•Recruit Agents / Advisors •Develop agents through coaching, training, team management support etc•Drive agents and advisorsteam size, activity ratio, case rate per active agent and case size to achieve the premium targets Desired Candidate Profile•Must have Minimum 1 Year Experience in Insurance/Banking/ Any sales.•Must be a...

**Position**: Sales representative **Location**: Belgaum **Experience**: 2+ years of experience in field sales **Education**: Graduation **Roles and Responsibilities: - ** - Recruit the insurance advisors from your network connections. - Do self sourcing from open markets. - Achieve yearly/monthly targets. - Maintain good relationship with customer. -...

Responsible for ensuring the achievement of sales and revenue targets for assigned location - Source business from self employed / salaried customers for retail loans personal loan, business loan, loan against property, gold loan, etc. - Maintain daily sales report - Coordination between all the Sales Support Departments. - Ensuring high levels of Customer...

Team Recruitment & Development - Training and Manage a Team - Client Relationship - Business Development - Provide Sales Support to your team and customers - Recruiting and Managing team of financial advisors/agents. - Train team members on selling and products. - Plan/ Control/ Monitor team to meet desired business numbers. - Manage Performance, Persistency...

Communication Skills - Problem Solving Skills - Interpersonal Skills - Conflict Management - Knowledge of MS Office - Customer - Customer Experience Manager(CXM) - Showroom Hostess and Test Drive Administrator(TDA) - Customer Advisor and Team Leader - HR Manager(Admin related activities) - Sales Operations Manager, Accessories Manager ,TMA Manager - Delivery...

**Financial Record Keeping**: Maintaining accurate and up-to-date financial records is a fundamental responsibility. This includes recording all financial transactions, such as income, expenses, and assets. **Bookkeeping**: Accounts executives are often responsible for day-to-day bookkeeping tasks, such as recording invoices, bills, and reconciling bank...

**JD for Finance Executive in a Manufacturing Industry** - Responsible for maintaining accurate Accounting records. - Monitor the day-to-day Financial operations within the company, such as Payroll, Invoicing, and GST ,TDS transactions. - Liaise with outside services for Tax preparation, Banking, and other financial needs as necessary. - Prepare & present...

Responsible for maintaining accurate Accounting records. - Monitor the day-to-day Financial operations within the company, such as Payroll, Invoicing, and GST ,TDS transactions. - Liaise with outside services for Tax preparation, Banking, and other financial needs as necessary. - Prepare & present Financial reports & Statements to Senior managers, Board...

**JOB BRIEF**:A Retail Cashier is responsible for overseeing cash transactions and ensuring the smooth operation of cash handling activities within a business or organisation. **Responsibilities**: - Cash Handling: Process cash transactions accurately and efficiently, including receiving payments, giving change, and issuing receipts. - Supervision: Oversee...

**JOB BRIEF**:A Retail Cashier is responsible for overseeing cash transactions and ensuring the smooth operation of cash handling activities within a business or organisation. **Responsibilities**: - Cash Handling: Process cash transactions accurately and efficiently, including receiving payments, giving change, and issuing receipts. - Supervision: Oversee...