Aditya Birla Finance Limited (“ABFL”), a subsidiary of Aditya Birla Capital Limited, is among the leading well-diversified non-banking financial services company in India. ABFL offers end-to-end lending, financing, and wealth management solutions to a diversified range of customers across the country.
Customer Relationship Executive
Aditya Birla Capital Limited (“ABCL”) is the holding company for the financial services businesses of the Aditya Birla Group. Through its subsidiaries/JVs, ABCL provides a comprehensive suite of financial solutions across Loans, Investments, Insurance, and Payments to serve the diverse needs of customers across their lifecycle. Powered by about 47,000 employees, the businesses of ABCL have a nationwide reach with over 1,474 branches and more than 200,000 agents/channel partners along with several bank partners.
Aditya Birla Capital is committed to provide equal opportunity to all in employment and prohibits discrimination or harassment in any form on the basis of race, colour, religion, ethnicity, age, gender, disability or any other characteristic protected by law. Diversity, Equity and Inclusion (DEI) is embedded in our recruitment policies based on our business needs and candidates meeting the eligibility criteria such as qualification, skills and experience.
Job Overview
Role: Customer Relationship Executive
Job Type: Full-Time
Experience: 1 Year to 2 Years
Location: Bangalore, Hyderabad and Chennai
Qualification: 12th or Any Graduation
Skills:
- Product Knowledge: In-depth understanding of home loans and various insurance products.
- Financial Acumen: Ability to understand and explain financial products, interest rates, and loan terms.
- Sales Techniques: Mastery of sales strategies, including upselling and cross-selling.
- CRM Software Proficiency: Familiarity with Customer Relationship Management (CRM) software to track and manage sales leads.
- Negotiation Skills: Capability to negotiate terms and conditions with clients.
- Documentation Skills: Ability to handle paperwork and documentation accurately and efficiently.
- Communication Skills: Excellent verbal and written communication to convey complex information clearly and persuasively.
- Customer Service Orientation: Focus on providing exceptional service to meet client needs.
- Networking Skills: Ability to build a network of contacts and leverage them for business opportunities.
Roles and Responsibilities:
- Develop and maintain strong customer relationships
- Promote and sell financial products such as housing loans and business loans
- Conduct field sales activities
- Provide excellent customer service
- Handle secured and unsecured loan applications
Equity Advisor
Aditya Birla Money Ltd.: ABM is primarily a Broking Company, deals in Equity, Commodity & Currency markets. Workforce of ~800 spread across >100 locations with customer base of in excess of 3 lacs. ABM is one of the leading securities trading companies in the country. ABM operates in a fragmented equity broking business and has a daily turnover of close to 2,000 cr with a market share of 1%. ABM works in a highly regulated environment with a host of regulators like SEBI, RBI, AMFI, FMC, IRDA etc. regulating it’s day to day operations. In addition to the regulator ABM is also subject to close monitoring and inspection through various agencies like NSE / BSE / NCDX / MCX/ NSDL / CDSL etc.
ABM also operates in a highly competitive market mainly in fragmented industry with ABML competition from major National Broking houses like Kotak securities, Zerodha, Edelweiss, MOFSL etc. and a range of local Broking outfits.
Job Overview
We are seeking a dynamic and skilled Equity Advisor to join our team at Aditya Birla Capital in Bangalore. This mid-level, full-time position requires a professional with strong expertise in financial analysis and investment strategies. The ideal candidate will demonstrate the ability to analyze market trends, manage client portfolios, and contribute effectively to asset allocation decisions, providing exceptional advisory services to our valued clients.
Qualification and Skills:
- The mandatory education is Graduation (10+2+3)
- 2 Year of experience in dealing/execution and acquisition of large Trader clients in the broking industry.
- Strong understanding of equity markets, basic understanding of options and derivatives.
- Meticulousness, pro-activeness, ability to work under pressure and superior communication skills.
- Comfort with OMNESYS, ODIN, NEAT, BOLT is highly preferable.
- Currently managing pipeline of Interested Clients.
- NISM 8 certification: Equity Derivatives mandatory.
- Strong skills in investment research to gather and evaluate economic data, financial statements, and industry trends.
- Experience in portfolio management with a track record of optimizing investment strategies for varied client profiles.
- Ability to perform risk assessment to guide clients in making informed financial decisions.
- Exceptional client relationship management skills to foster trust and maintain long-term client engagements.
- Experience in equity valuation techniques to appraise stocks and support buy-sell-hold recommendations.
- Knowledge of asset allocation principles to maximize portfolio returns while managing risk exposure.
Job Responsibilities :
- Acquire large trader clients, trade ( buy, hold or sell) various equity, currency and commodity products on stock exchanges.
- Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities.
- Ensuring efficient and prompt management of orders based on customer request.
- Generating leads Selling/ advising third party products like Health Insurance, SIPs, Life Insurance, Mutual funds.
- Day to day coordination with RMS, Activation Team, Surveillance and various other departments for smooth functioning of branch.
- Day to day approvals w.r.t to limits, commercials.
- Managing quick and accurate order executions in volatile market conditions.
- Motivating customers to transact and activating inactive clients.
- Changing the mindset of the Offline trader clients to adopt ONLINE platforms and then start transacting seamlessly.
- Activate new clients for broking relationships and ensure seamless servicing
- Cross Sell of ABC Products like Health Insurance, SIPs, Life Insurance, Mutual funds.
- Ensure adherence to surveillance and risk processes.
Insurance Adviser
Company Description
Aditya Birla Capital Ltd is a financial services company based in Mumbai, India. The company is committed to providing equal employment opportunities and fostering diversity, equity, and inclusion in its recruitment policies.
Role Description
This is a full-time on-site role for an Insurance Adviser at Aditya Birla Capital in Mumbai. The Insurance Adviser will be responsible for providing insurance advice, financial consulting, delivering excellent customer service, and effective communication with clients.
Qualifications
- Insurance and Finance skills
Salary
This job is only Commission Based only
Direct Sales Executive
Aditya Birla Capital Limited (“ABCL”) is the holding company for the financial services businesses of the Aditya Birla Group. Through its subsidiaries/JVs, ABCL provides a comprehensive suite of financial solutions across Loans, Investments, Insurance, and Payments to serve the diverse needs of customers across their lifecycle. Powered by about 47,000 employees, the businesses of ABCL have a nationwide reach with over 1,474 branches and more than 200,000 agents/channel partners along with several bank partners.
Aditya Birla Capital is committed to provide equal opportunity to all in employment and prohibits discrimination or harassment in any form on the basis of race, colour, religion, ethnicity, age, gender, disability or any other characteristic protected by law. Diversity, Equity and Inclusion (DEI) is embedded in our recruitment policies based on our business needs and candidates meeting the eligibility criteria such as qualification, skills and experience.
Job Overview
Role: Direct Sales Executive
Job Type: Full-Time
Experience: 6 Months to 1 Year
Location: Bangalore, Hyderabad and Chennai
Qualification: 12th or Any Graduation
Skills:
- Product Knowledge: In-depth understanding of home loans and various insurance products.
- Financial Acumen: Ability to understand and explain financial products, interest rates, and loan terms.
- Sales Techniques: Mastery of sales strategies, including upselling and cross-selling.
- CRM Software Proficiency: Familiarity with Customer Relationship Management (CRM) software to track and manage sales leads.
- Negotiation Skills: Capability to negotiate terms and conditions with clients.
- Documentation Skills: Ability to handle paperwork and documentation accurately and efficiently.
- Communication Skills: Excellent verbal and written communication to convey complex information clearly and persuasively.
- Customer Service Orientation: Focus on providing exceptional service to meet client needs.
- Networking Skills: Ability to build a network of contacts and leverage them for business opportunities.
Roles and Responsibilities:
- Develop and maintain strong customer relationships
- Promote and sell financial products such as housing loans and business loans
- Conduct field sales activities
- Provide excellent customer service
- Handle secured and unsecured loan applications
Insurance Agent
Recruitment Description: Insurance Advisor at Aditya Birla Sun Life Insurance
Position: Insurance Advisor
Location: Flexible (Work from Home/Field)
Company: Aditya Birla Sun Life Insurance
Are you ready to take charge of your career and be part of a trusted and dynamic organization? Join Aditya Birla Sun Life Insurance as an Insurance Advisor and become a catalyst for financial empowerment and security for individuals and families.
What We Offer:
Comprehensive Training: Gain in-depth knowledge of insurance products and sales strategies through our industry-leading training programs.
Flexible Work Environment: Balance your professional and personal life with flexible working options.
Attractive Earnings Potential: Earn competitive commissions and incentives based on your performance.
Growth Opportunities: Build a long-term career with possibilities for promotions and leadership roles.
Recognition and Rewards: Get acknowledged for your hard work through awards, contests, and other benefits.
Key Responsibilities:
Understand clients’ financial needs and provide suitable insurance solutions.
Build and maintain strong relationships with clients.
Educate clients about the benefits of life insurance and financial planning.
Stay updated on company offerings and industry trends.
Meet sales targets and contribute to the company’s growth.
Who Should Apply?
Qualification: 10th pass or above (Graduates preferred).
Experience: Prior experience in sales, marketing, or financial services is a plus, but freshers are welcome!
Skills: Excellent communication, relationship-building, and persuasive skills.
Attitude: Self-motivated, goal-oriented, and passionate about helping others.
Why Aditya Birla Sun Life Insurance?
Aditya Birla Sun Life Insurance is a trusted name in the financial services industry, known for its innovation, customer-centric approach, and commitment to excellence. By joining us, you align with a brand that values integrity, teamwork, and success.
Take the first step towards an exciting career. Apply now and make a meaningful difference in people’s lives!
Contact Us:
For inquiries or to apply, please reach out to us at 9009475303 & narendra.chandrakar@adityabirlacapital.com.
Join Aditya Birla Sun Life Insurance today and build your future while securing others’ lives!
