
Financial Relationship Manager
2 weeks ago
Job Description: -:
Key Responsibilities: -
- Coordinate and follow up on leads provided by the manager to drive sales growth and achieve business objectives.
- Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation.
- Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.
- Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document
- Adherence to company sales process and timely submission of various reports.
Age Limit: up to 35
Must Criteria: Should be having min 1 year of Life Insurance experience/ cross selling experience of Insurance sales /Banking/Financial Services sales experience
Qualification: Any Degree or Diploma 3 years.
-
Business Development and Relationship Manager
2 weeks ago
Kozhikode, Kerala, India beBeeStrategic Full time ₹ 15,00,000 - ₹ 25,00,000Job OverviewStrategic Client Developer and Portfolio Manager PositionKey Responsibilities:Expand and nurture a portfolio of regional corporate clients.Credit evaluation, customer acquisition, relationship management, cross-selling financial products and services.Maintain high-quality client relationships through regular reviews and...
-
Corporate Treasury Relationship Manager
2 weeks ago
Kozhikode, Kerala, India beBeeRelationship Full time ₹ 14,00,000 - ₹ 23,00,000Job OverviewWe are seeking a high-caliber professional to manage and grow relationships with corporate clients. The role involves delivering tailored treasury solutions and driving business growth.Key Responsibilities:Develop and manage client relationships to understand their treasury needs and provide customized solutions.Drive sales of treasury products,...
-
Financial Portfolio Manager
2 weeks ago
Kozhikode, Kerala, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Wealth Management ExpertThis role involves providing personalized investment advice to clients and managing their investment portfolios to help them achieve their financial goals.To be successful in this position, you will need to have a strong understanding of financial markets, investment products, and portfolio management strategies. You should also have...
-
Financial Manager
1 week ago
Kozhikode, Kerala, India beBeeAccountant Full time ₹ 6,00,000 - ₹ 8,50,000Financial Manager WantedWe are seeking a seasoned financial manager to oversee our company's financial operations and optimize profitability.Main Responsibilities:Ensure accurate accounting, budgeting, and forecasting.Develop and implement efficient financial processes and procedures.Manage cash flow, accounts payable, and accounts receivable.Analyze...
-
Senior Financial Operations Manager
2 weeks ago
Kozhikode, Kerala, India beBeeOperations Full time ₹ 15,00,000 - ₹ 21,00,000Job Title: Senior Financial Operations ManagerKey Responsibilities:Our company is seeking a highly skilled and experienced financial operations manager to oversee the daily accounting operations. This includes managing accounts payable, accounts receivable, general ledger, and reconciliations.The ideal candidate will have expertise in preparing accurate...
-
Financial Management Leader
2 weeks ago
Kozhikode, Kerala, India beBeeFintech Full time ₹ 12,00,000 - ₹ 15,00,000Finance Team Lead OpportunityThe ideal candidate will drive the growth of working capital finance solutions, leveraging a mix of business development, partner management, and financial expertise. They will identify potential partners, build and maintain long-term relationships, develop strategies to acquire new partners, and foster and grow existing...
-
Business Relationship Manager
1 week ago
Kozhikode, Kerala, India beBeeBusiness Full time ₹ 1,50,000 - ₹ 28,00,000Job Title: Business Relationship ManagerWe are seeking a highly skilled Business Relationship Manager to join our team. As a Business Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients and stakeholders.Requirements:A bachelor's degree in business or a related field is required.You must have strong...
-
Senior Financial Associate
1 week ago
Kozhikode, Kerala, India beBeeFinancial Full time ₹ 12,00,000 - ₹ 18,00,000Role OverviewAs a key team member, you will play a pivotal role in supporting the team with strategic financial planning and advisory services. Your responsibilities will include client relationship management, conducting market research, preparing financial reports, and assisting senior financial advisors.Financial Planning and Advisory skills are essential...
-
Leading Financial Sales Manager
2 weeks ago
Kozhikode, Kerala, India beBeeLoan Full time ₹ 30,00,000 - ₹ 40,00,000Leadership Opportunity in Loan OriginationA high-performing leader is required to oversee a team of Direct Selling Agents (DSAs) in the loan origination process. The ideal candidate will have a solid understanding of the loan DSA process, strong leadership skills, and a proven track record of driving sales in the financial services sector.Key...
-
Senior Financial Manager Role
2 weeks ago
Kozhikode, Kerala, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 20,00,000Finance Leader Job SummaryThis is a senior leadership role for a finance professional to oversee the financial planning, reporting, budgeting, compliance, and treasury functions of our organization.The ideal candidate will have a strong background in construction accounting, with experience in managing project costing, billing cycles, and subcontractor...