Roles and Responsibilities Manage sales performance of Mutual Funds & Insurance products through channel partners. Develop and execute strategies to achieve business targets, including revenue growth and market share expansion. Build strong relationships with key stakeholders, such as distributors, agents, and clients. Identify opportunities for cross-selling and upselling various financial products. Analyze market trends and competitor activity to inform sales strategy.
Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.
Contact - Mr. Ramakrishnan : 9384997706 Manager mail id : Ramakrishnan.Hariharan@bajajallianz.co.in Candidate can be from any background Age limit max - 45 years Madurai location only Attractive salary and incentive structures To plan and achieve business targets. Take responsibility for scanning the market for emerging opportunities. Effective planning, time management and organizational skills Responsible for business tracking Contact - Mr. Ramakrishnan : 9384997706 Manager mail id : Ramakrishnan.Hariharan@bajajallianz.co.in
Role & responsibilities Responsible for quality team development and playing an important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activation: To manage productivity and activation of the Advisors within the team. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. Recruitment of Advisors to ensure growth and productivity. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Preferred candidate profile Fresher Candidates are Preferred
Role & responsibilities Responsible for quality team development and playing an important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activation: To manage productivity and activation of the Advisors within the team. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. Recruitment of Advisors to ensure growth and productivity. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Preferred candidate profile Fresher Candidates are Preferred
Role & responsibilities Responsible for quality team development and playing an important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activation: To manage productivity and activation of the Advisors within the team. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. Recruitment of Advisors to ensure growth and productivity. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Preferred candidate profile Fresher Candidates are Preferred
Roles and Responsibilities Manage good relationship with Partners/Banks Look after Branches/Partners for growth and customer handling Build strong connections with client and partners Help customers to identify the right product to promote better life goal Maintain accurate records of client interactions using CRM software. Responsible to maintain high channel satisfaction We have requirements across TN Reach us - saiswetha.venkatasan@bajajallianz.co.in
****Only Freshers**** Graduates - Senior Financial Service Manager at 2.8 lpa fixed + Incentives Post Graduates - Relationship Manager at 3.25 lpa fixed + Incentives JOB ROLE: Responsible for target achievement of Life Insurance. Acquire, build & maintain strategic relationships with clients sources, develops & analyses customer needs to establish a client centric business environment, proposes and implements solution. Cross sales, try to up sells and timely renewal of clients insurance requirements Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Optimal use of given lead on daily basis & Achieving cost efficient operation. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis.
****Only Freshers**** Graduates - Senior Financial Service Manager at 2.8 lpa fixed + Incentives Post Graduates - Relationship Manager at 3.25 lpa fixed + Incentives JOB ROLE: Responsible for target achievement of Life Insurance. Acquire, build & maintain strategic relationships with clients sources, develops & analyses customer needs to establish a client centric business environment, proposes and implements solution. Cross sales, try to up sells and timely renewal of clients insurance requirements Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Optimal use of given lead on daily basis & Achieving cost efficient operation. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis.
****Only Freshers**** Graduates - Senior Financial Service Manager at 2.8 lpa fixed + Incentives Post Graduates - Relationship Manager at 3.25 lpa fixed + Incentives JOB ROLE: Responsible for target achievement of Life Insurance. Acquire, build & maintain strategic relationships with clients sources, develops & analyses customer needs to establish a client centric business environment, proposes and implements solution. Cross sales, try to up sells and timely renewal of clients insurance requirements Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Optimal use of given lead on daily basis & Achieving cost efficient operation. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis.
1. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) Drive partner sales team activation & lead generator (LG) activation through regular engagement with partner branch staff Reviews & Governance Ensuring discipline & rigor of daily sales activities, DSR & LMS input. Regular review & tracking of team performance. Building team capability through regular training interventions Research & Analysis To organize sales campaign, product launches and conduct training at partner branches. Ensuring adherence to end to end business process with in the specified timelines. Adhering to regulatory requirements & monitoring quality of business. Ensuring timey resolution of queries and complaints, and controlling the instances of adverse customer experience Role & responsibilities 1. MAJOR CHALLENGES (Challenges faced on an on-going basis in carrying out the job) Ensuring adherence to end to end business process with in the specified timelines Timely delivery of business requirements Controlling the instances of adverse customer experience 2. DECISIONS (Key decisions taken by job holder at his/her end) Following decisions are taken by the role: To organize sales campaign, product launches and Conduct training at partner branches. Adhering to regulatory requirements & monitoring quality of business 3. INTERACTIONS (Key working relationships a job holder needs to have INSIDE and OUTSIDE the company to accomplish the job) Internal Clients Roles you need to interact with inside the organization to enable success in your day to day work Training Team Marketing Team Business Team IT Team Regards Amrapali Jadhav
1. Sales (just and example) Responsible to drive business through sales manager/Insurance consultants and to ensure branch meet its monthly/quarterly & annual business targets. Help, assist and guide sales managers & Insurance consultants to procure necessary business. Training & Development of Sales Managers & Insurance Consultant to ensure sales team in fully equipped with Company products, compensation, market/industry updates. Plan and execute activities/strategies which can improve business. Responsible for constant recruitment of Insurance Consultant by coordinating with Sales Managers. Ensure Sales Managers budget is full filled and everyone achieves goal sheet. 2. Sales review Monitor and review the sales performance on daily/weekly/Fortnightly/Monthly basis. Regular IC/SM meeting to understand hits and misses at appropriate frequency. Daily call monitoring of Sales Managers and doing joint calls for smooth execution of business. 3. Support & Service To ensure all support/service is rendered to the customer by coordinating with HO/Regional departments and maintain fair & good relationship with the customers. Responsible to implement new changes/process implementing by the organization to the team. Ensure customer complaints/grievance are addressed. 4. Team Building Ensure Sales Managers budget is full filled by coordinating with HR. Ensure team members achieve their goal sheet and support them for career development. Facilitating constant rewards & recognition for team members. Role & responsibilities Regards Amrapali Jadhav
****Only Freshers**** Graduates - Senior Financial Service Manager at 2.8 lpa fixed + Incentives Post Graduates - Relationship Manager at 3.25 lpa fixed + Incentives JOB ROLE: Responsible for target achievement of Life Insurance. Acquire, build & maintain strategic relationships with clients sources, develops & analyses customer needs to establish a client centric business environment, proposes and implements solution. Cross sales, try to up sells and timely renewal of clients insurance requirements Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Optimal use of given lead on daily basis & Achieving cost efficient operation. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis.
Role & responsibilities 1. Sales (just and example) Responsible to drive business through sales manager/Insurance consultants and to ensure branch meet its monthly/quarterly & annual business targets. Help, assist and guide sales managers & Insurance consultants to procure necessary business. Training & Development of Sales Managers & Insurance Consultant to ensure sales team in fully equipped with Company products, compensation, market/industry updates. Plan and execute activities/strategies which can improve business. Responsible for constant recruitment of Insurance Consultant by coordinating with Sales Managers. Ensure Sales Managers budget is full filled and everyone achieves goal sheet. 2. Sales review Monitor and review the sales performance on daily/weekly/Fortnightly/Monthly basis. Regular IC/SM meeting to understand hits and misses at appropriate frequency. Daily call monitoring of Sales Managers and doing joint calls for smooth execution of business. 3. Support & Service To ensure all support/service is rendered to the customer by coordinating with HO/Regional departments and maintain fair & good relationship with the customers. Responsible to implement new changes/process implementing by the organization to the team. Ensure customer complaints/grievance are addressed. 4. Team Building Ensure Sales Managers budget is full filled by coordinating with HR. Ensure team members achieve their goal sheet and support them for career development. Facilitating constant rewards & recognition for team members. 1. MAJOR CHALLENGES (Challenges faced on an on-going basis in carrying out the job) Attrition of Sales Managers New Sales Manager recruitments. 2. DECISIONS (Key decisions taken by job holder at his/her end) FOS and IC recruitment 3. INTERACTIONS (Key working relationships a job holder needs to have INSIDE and OUTSIDE the company to accomplish the job) Internal Clients Roles you need to interact with inside the organization to enable success in your day to day work Operations: To ensure policy servicing and Customer Grievances. Human Resources: For Recruitment support, Employee hygiene issues. Training: For new joinee induction/Product Training to ICs & Sales Managers. Sales Admin- For IC competition benefits. Underwriting : For issuances of cases Preferred candidate profile
1. Sales (just and example) Responsible to drive business through sales manager/Insurance consultants and to ensure branch meet its monthly/quarterly & annual business targets. Help, assist and guide sales managers & Insurance consultants to procure necessary business. Training & Development of Sales Managers & Insurance Consultant to ensure sales team in fully equipped with Company products, compensation, market/industry updates. Plan and execute activities/strategies which can improve business. Responsible for constant recruitment of Insurance Consultant by coordinating with Sales Managers. Ensure Sales Managers budget is full filled and everyone achieves goal sheet. 2. Sales review Monitor and review the sales performance on daily/weekly/Fortnightly/Monthly basis. Regular IC/SM meeting to understand hits and misses at appropriate frequency. Daily call monitoring of Sales Managers and doing joint calls for smooth execution of business. 3. Support & Service To ensure all support/service is rendered to the customer by coordinating with HO/Regional departments and maintain fair & good relationship with the customers. Responsible to implement new changes/process implementing by the organization to the team. Ensure customer complaints/grievance are addressed. 4. Team Building Ensure Sales Managers budget is full filled by coordinating with HR. Ensure team members achieve their goal sheet and support them for career development. Facilitating constant rewards & recognition for team members. 1. MAJOR CHALLENGES (Challenges faced on an on-going basis in carrying out the job) Attrition of Sales Managers New Sales Manager recruitments. 2. DECISIONS (Key decisions taken by job holder at his/her end) FOS and IC recruitment 3. INTERACTIONS (Key working relationships a job holder needs to have INSIDE and OUTSIDE the company to accomplish the job) Internal Clients Roles you need to interact with inside the organization to enable success in your day to day work Operations: To ensure policy servicing and Customer Grievances. Human Resources: For Recruitment support, Employee hygiene issues. Training: For new joinee induction/Product Training to ICs & Sales Managers. Sales Admin- For IC competition benefits. Underwriting : For issuances of cases
1. Sales (just and example) Responsible to drive business through sales manager/Insurance consultants and to ensure branch meet its monthly/quarterly & annual business targets. Help, assist and guide sales managers & Insurance consultants to procure necessary business. Training & Development of Sales Managers & Insurance Consultant to ensure sales team in fully equipped with Company products, compensation, market/industry updates. Plan and execute activities/strategies which can improve business. Responsible for constant recruitment of Insurance Consultant by coordinating with Sales Managers. Ensure Sales Managers budget is full filled and everyone achieves goal sheet. 2. Sales review Monitor and review the sales performance on daily/weekly/Fortnightly/Monthly basis. Regular IC/SM meeting to understand hits and misses at appropriate frequency. Daily call monitoring of Sales Managers and doing joint calls for smooth execution of business. 3. Support & Service To ensure all support/service is rendered to the customer by coordinating with HO/Regional departments and maintain fair & good relationship with the customers. Responsible to implement new changes/process implementing by the organization to the team. Ensure customer complaints/grievance are addressed. 4. Team Building Ensure Sales Managers budget is full filled by coordinating with HR. Ensure team members achieve their goal sheet and support them for career development. Facilitating constant rewards & recognition for team members. 1. MAJOR CHALLENGES (Challenges faced on an on-going basis in carrying out the job) Attrition of Sales Managers New Sales Manager recruitments. 2. DECISIONS (Key decisions taken by job holder at his/her end) FOS and IC recruitment 3. INTERACTIONS (Key working relationships a job holder needs to have INSIDE and OUTSIDE the company to accomplish the job) Internal Clients Roles you need to interact with inside the organization to enable success in your day to day work Operations: To ensure policy servicing and Customer Grievances. Human Resources: For Recruitment support, Employee hygiene issues. Training: For new joinee induction/Product Training to ICs & Sales Managers. Sales Admin- For IC competition benefits. Underwriting : For issuances of cases Role & responsibilities Preferred candidate profile
1. Sales (just and example) Responsible to drive business through sales manager/Insurance consultants and to ensure branch meet its monthly/quarterly & annual business targets. Help, assist and guide sales managers & Insurance consultants to procure necessary business. Training & Development of Sales Managers & Insurance Consultant to ensure sales team in fully equipped with Company products, compensation, market/industry updates. Plan and execute activities/strategies which can improve business. Responsible for constant recruitment of Insurance Consultant by coordinating with Sales Managers. Ensure Sales Managers budget is full filled and everyone achieves goal sheet. 2. Sales review Monitor and review the sales performance on daily/weekly/Fortnightly/Monthly basis. Regular IC/SM meeting to understand hits and misses at appropriate frequency. Daily call monitoring of Sales Managers and doing joint calls for smooth execution of business. 3. Support & Service To ensure all support/service is rendered to the customer by coordinating with HO/Regional departments and maintain fair & good relationship with the customers. Responsible to implement new changes/process implementing by the organization to the team. Ensure customer complaints/grievance are addressed. 4. Team Building Ensure Sales Managers budget is full filled by coordinating with HR. Ensure team members achieve their goal sheet and support them for career development. Facilitating constant rewards & recognition for team members. 1. MAJOR CHALLENGES (Challenges faced on an on-going basis in carrying out the job) Attrition of Sales Managers New Sales Manager recruitments. 2. DECISIONS (Key decisions taken by job holder at his/her end) FOS and IC recruitment 3. INTERACTIONS (Key working relationships a job holder needs to have INSIDE and OUTSIDE the company to accomplish the job) Internal Clients Roles you need to interact with inside the organization to enable success in your day to day work Operations: To ensure policy servicing and Customer Grievances. Human Resources: For Recruitment support, Employee hygiene issues. Training: For new joinee induction/Product Training to ICs & Sales Managers. Sales Admin- For IC competition benefits. Underwriting : For issuances of cases Role & responsibilities Preferred candidate profile
****Only Freshers & Immediate Joiners**** Graduates - Senior Financial Service Manager at 2.8 lpa fixed + Incentives Post Graduates - Relationship Manager at 3.25 lpa fixed + Incentives JOB ROLE: Responsible for target achievement of Life Insurance. Acquire, build & maintain strategic relationships with clients sources, develops & analyses customer needs to establish a client centric business environment, proposes and implements solution. Cross sales, try to up sells and timely renewal of clients insurance requirements Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Optimal use of given lead on daily basis & Achieving cost efficient operation. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis.
****Only Freshers**** Graduates - Senior Financial Service Manager at 2.8 lpa fixed + Incentives Post Graduates - Relationship Manager at 3.25 lpa fixed + Incentives JOB ROLE: Responsible for target achievement of Life Insurance. Acquire, build & maintain strategic relationships with clients sources, develops & analyses customer needs to establish a client centric business environment, proposes and implements solution. Cross sales, try to up sells and timely renewal of clients insurance requirements Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Optimal use of given lead on daily basis & Achieving cost efficient operation. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis.
****Only Freshers**** Graduates - Senior Financial Service Manager at 2.8 lpa fixed + Incentives Post Graduates - Relationship Manager at 3.25 lpa fixed + Incentives JOB ROLE: Responsible for target achievement of Life Insurance. Acquire, build & maintain strategic relationships with clients sources, develops & analyses customer needs to establish a client centric business environment, proposes and implements solution. Cross sales, try to up sells and timely renewal of clients insurance requirements Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Optimal use of given lead on daily basis & Achieving cost efficient operation. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis.
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