Average salary: Rs707,500 /yearly
More statsSearch Results: 12 vacancies
...As a Financial Planning Manager in the Direct Channel your primary role is to guide clients in achieving their financial goals through personalized financial planning and strategy development. You will work closely with clients to understand their needs offer tailored solutions...
...Job Role:
Role will be a combination of managing relationship sales deliverables.
Be part of fastest growing sales channel in financial services industry.
As part of sales job, incumbent is required to do field work.
Job involves sourcing & nurturing of village...
...will also be responsible for driving business growth and providing excellent customer service.
Qualifications
Experience in financial services, banking, or a similar industry
Proven leadership and management skills
Strong sales and negotiation skills...
...CTC: 2.50 LPA Incentive
Key Responsibilities:
Recruiting and building a highperforming distribution network to Financial Consultants (FCs)
Training motivating and driving these certified financial consultants (agents) to sell insurance
Meeting...
...Prepare CAM and eligibility sheets as per assessment criteria & policy.
Financial Analysis of the balance sheets &Key Ratio Analysis
Customer Interaction/servicing Understanding Loan products / Credit policy and customer needs.
Sanctioning and disbursement of loans...
...Job description : Roles : - Recruiting a team of financial advisors on commission basis. - Provide them for training regarding the products. - Identifying the prospective customers. - Make them aware of the role. - Motivating them to generate the business. - Ability to understand...
• Recruiting and Managing team of financial advisors/agents.
• Managing the complete life cycle of financial advisors/agents e.g., Meeting and interacting with them on regular basis
• Training the financial advisors/agents on our app for servicing their customers in most...
...products - To train them about our various products & policy to get maximum output from the Intermediary team. - Advise customers on the financial investment policies that best suit their needs - Customize insurance programs to suit individual consumers - Deliver approved...
...Job description: We've built an inclusive, professional, and caring environment where you can thrive from financial professional roles to corporate Create a squad of financial experts. - Reaching or surpassing revenue targets. - All arrangements with potential customers are...
...by successfully managing the sales team - Hire, train, motivate and advise a team of sales representative - Recruitment of potential financial advisors and Leaders - Relationship management with the stakeholders - Maintain persistence for the policies procured by the team of...
...Life Insurance Company. Job Roles and Responsibilities : - Identify and establish new agency channels. - Identify and recruit talented financial advisors to join your agency network of yours - Conduct interviews, evaluate potential candidates, and ensure a thorough onboarding...
...MBA / CA/ CAIB
.Good Leadership skills (though more tactical than strategic)
.Thinker: Doer - 40:60
.In-depth understanding of financial instruments, markets and macro micro economic processes
.Ability to carry along all the units involved in the customer service...
