Insurance & Financial Services

Financial Services Sales Executive(Mutual Funds,Marine & Fire Insurance) Gross Salary: ₹ 21,000 to ₹25,000 Working Hours: 10:00 AM to 7:00 PM, Monday to Saturday Probation Period: 6 months Interview & Job Location :BTW Visa Services India Pvt Ltd Office No.B.14,Ground Floor, Civic Center, MMGS Marg, Dadar East, Dadar, Mumbai, 400014 Core...

**Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...

1. Prospect and develop leads to generate new life insurance business. 2. Conduct in-depth needs assessments to understand the client's financial objectives, risk tolerance and family situation. 3. Present a comprehensive range of life insurance products tailored to each client's specific needs. 4. Explain complex insurance concepts in a clear and concise...

We are looking for a dynamic and motivated Insurance Advisor to join our team The candidate will be responsible for understanding customer needs offering suitable insurance solutions and ensuring excellent client servicing while achieving business targets Key Responsibilities - Identify and develop new customers for insurance products Life Health General -...

o Coordinate with the TM / Coordinator / SM for post sales service request form the customers (claims, endorsements, policy copy etc.) - Timely sharing of updated reports with the customers on products being bought by them. - Co-ordinate with the customers at the time of renewals. - **Certification and regulatory compliance**: - Be compliant towards selling...

**Location**: Dharampeth, Nagpur **Job Type**: Full-time **Experience**: 1-2 years in Insurance Sales **Responsibilities**: **Client Acquisition**:Identify and prospect potential clients for insurance products and financial services. Conduct market research to understand client needs and preferences. Develop and maintain strong relationships with clients...

Required Banking Sector Loan Provided Financial Services **Job Types**: Full-time, Fresher, Permanent **Benefits**: - Cell phone reimbursement - Health insurance - Provident Fund Shift: - Day shift Work Location: In person

**Key Responsibilities**: - Establishing and nurturing strong relationships with clients by understanding their insurance needs and providing personalized, high-quality service to ensure customer satisfaction and loyalty. - Formulating and executing effective sales strategies to increase insurance product penetration within the district. Focusing on...

**Hiring for Financial Services Executive(Banking/Loan Department)** **Qualifications**: - **Minimum 6 months to 1 year experience in a bank, finance company, or loan department**: **Location**: Nagpur **Salary**: ₹12,000 - ₹16,000 per month **Responsibilities**: - loan processing or financial services Pay: ₹12,000.00 - ₹16,000.00 per...

Sales and Client Acquisition: Find and acquire new clients (people and companies) using cold calls, networking, and referrals. Achieve daily and monthly sales targets for mutual funds and insurance.Product Expertise: Clearly explain the features, benefits, risks, and coverage of Mutual Funds, Fire Insurance, and Marine Insurance.Client Relationship...