Sales Expert for Financial Products

2 days ago


Thiruvananthapuram, Kerala, India beBeeFinancial Full time ₹ 1,04,000 - ₹ 1,30,878

Insurance Sales Professional
We are seeking an experienced Insurance Sales Professional to join our team as a Relationship Manager in the Credit Life Channel. The successful candidate will be responsible for driving business through cross-selling life insurance products to bank customers and maintaining strong stakeholder relationships.

">
  • Develop leads from assigned banks and engage with customers to understand their financial needs.
  • Cross-sell various financial products to bank customers, including life insurance policies.
  • Build and maintain relationships with bank staff and customers to facilitate effective business conversion.
  • Conduct appointments and analyze customer financial needs to recommend suitable products.
  • Achieve accurate sales documentation and ensure timely policy issuance.
  • Utilize bank databases, footfall, and generated leads to acquire new customers.
  • Facilitate completion of medical reports and expedite policy document issuance.
  • Explore new markets and segments in line with our sales strategy.
  • Collaborate with other Relationship Managers and bank sales teams to share knowledge and best practices.
">

Requirements:

">
  • Minimum 1 year of sales experience in any insurance channel.
  • Candidates from insurance, banking, pharma, retail, telecom, and other sales verticals are welcome.
  • Insurance or BFSI experience is mandatory.
  • Graduate degree required.
  • Proven track record and employment stability desired.
"

  • Thiruvananthapuram, Kerala, India beBeeTelecaller Full time ₹ 2,00,000 - ₹ 6,00,000

    Lead Generation OpportunityWe are seeking a skilled Telecaller to promote and generate leads for various financial products through our Direct Selling Agent (DSA) channel.Key Responsibilities:Initiate outbound calls to potential customers for loan products.Explain financial products, eligibility criteria, documentation requirements, and benefits to...

  • Financial Expert

    3 days ago


    Thiruvananthapuram, Kerala, India beBeeFinance Full time ₹ 8,00,000 - ₹ 10,00,000

    Job Title: Financial ExpertHMI INC. is a fine jewelry luxury house that has been supporting independent retailers in various regions since its inception. Known for its exquisite and high-quality jewelry pieces, the company is committed to providing excellent products and services to its clients.Key Responsibilities:Manage financial records and prepare...


  • Thiruvananthapuram, Kerala, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 12,00,000

    Financial Channel Expert Job Summary">The role of the Regional Head Independent Financial Distributor(IFD/ IFA) is to manage a team of professionals responsible for Secondary Bond & Fixed Income Securities in the regional market.As a key member of our team, you will be instrumental in achieving planned annual Secondary Bonds Volume Targets by facilitating...


  • Thiruvananthapuram, Kerala, India beBeeExpertise Full time ₹ 75,00,000 - ₹ 1,25,00,000

    Financial Operations ExpertWe are seeking a highly skilled Financial Operations Expert to provide expertise across multiple domains of accounting and financial operations.Act as an expert in GAAP & IFRS compliance ensuring accurate and timely financial reporting.Oversee Accounts Payable (AP), Accounts Receivable (AR), reconciliations, and financial...


  • Thiruvananthapuram, Kerala, India beBeeFinancial Full time US$ 60,000 - US$ 1,20,000

    Job Title: Financial ExpertWe are seeking a highly skilled and detail-oriented financial professional to assume key responsibilities in our organization.Key Responsibilities:Manage and analyze financial data, including accounting principles, financial reporting, and regulatory compliance.Develop and implement effective financial management strategies to...


  • Thiruvananthapuram, Kerala, India beBeeAccounting Full time ₹ 15,00,000 - ₹ 20,25,000

    Job Title: Financial Services ExpertJob Description:Key Responsibilities Include, but are not Limited to:Conducting Financial Statement Audits in Compliance with US GAAP and US GAAS StandardsLeading a Team of Accounting and Auditing ProfessionalsIndependently Conducting Research on Accounting and Auditing MattersBuilding Strong Relationships with Colleagues,...


  • Thiruvananthapuram, Kerala, India beBeeRiskAnalyst Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Quantitative Risk AnalystWe are seeking a talented Quantitative Risk Analyst to join our Risk Analytics team. In this role, you will play a critical part in supporting risk assessment and have a good understanding of financial products.The successful candidate will be responsible for developing and implementing quantitative risk models and methodologies. You...

  • Financial Expert

    2 days ago


    Thiruvananthapuram, Kerala, India beBeeAccountant Full time ₹ 8,00,000 - ₹ 12,00,000

    Financial ProfessionalThis is a full-time on-site role located in Trivandrum, Kerala.The role involves day-to-day financial tasks, including maintaining accurate financial records, preparing financial statements, and analysing financial data.A key responsibility will be managing budgeting, forecasting, and tax preparation.Maintaining accurate financial...

  • Financial Analyst

    2 days ago


    Thiruvananthapuram, Kerala, India Trivium Education Full time

    Dear Candidates,Thanks for showing you interest in Trivium Education Services, kindly go through the job description.Position - Financial Analyst (Work from Home)Location: Remote (Work from Home)Timings: 10:00 AM – 6:00 PM (Mon–Fri)Qualification: Graduation (B.Com, BBA, BBS, Economics)Type: Full-timeAbout the RoleWe are hiring a Financial Analyst to...


  • Thiruvananthapuram, Kerala, India beBeeFinancial Full time ₹ 10,00,000 - ₹ 15,00,000

    Dear Candidates,We value your interest in a challenging career opportunity. Below is a detailed overview of the role and its requirements.About the PositionWe are seeking an experienced financial expert to evaluate and rate financial products/services offered by leading UK-based institutions. The role involves thorough research, analysis, and providing...