JOB DESCRIPTION Senior Financial Service Manager - Trainee Relationship Manager-Trainee Role Title Function/ Department BALIC Direct 1. JOB PURPOSE (Summarize in one statement because the job exists; and how it contributes to the overall objective of the company) To plan and achieve business targets in the area productivity, new premium, persistency. Take responsibility for scanning the market for emerging opportunities. To promote a customer centric culture among both staff and field force. 2. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the Job) 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. 3. SKILLS AND KNOWLEDGE: (Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent) a) Qualifications Graduate / Masters in business administration/ post- graduation in any stream. Communication in English, Hindi & other Regional Language (Local candidate will be preferred) Keen to work in a highly competitive environment. Right attitude & never say- die mind-set. Effective planning, time management and organizational skills Demonstrated ability to understand customer/partner issues and navigate to an appropriate resolution leveraging business knowledge and technical aptitude. 4. COMPENSATION OFFERED: Graduate: 3.0 Lakhs + Incentives Postgraduate: 3.5 Lakhs + Incentives

Responsible for managing a key relationship of a very reputed and demanding Bank. Responsible for managing overall business for assigned area (4-5 branches) which involves business development, sales, relationship management, operational and training support, identifying new business opportunities, and meeting overall target assigned on new business. Responsible to establish productive, professional relationship with key personnel of assigned business vertical. Responsible for all operations, customer servicing and customer retention activities for the assigned business verticals Responsible to drive business through credit life /group initiatives to achieve monthly, quarterly & yearly business targets Responsible for business tracking, analyzing and reporting business results at desired and periodic intervals to reporting authority. Responsible for compliant business practices and ensuring that employees of business vertical comply with ethical business practices for Insurance sale. Responsible to maintain high channel satisfaction ratings that meet company standards

Role & responsibilities Responsible for target achievement of Term business 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 Identify opportunities through open market, worksite relationships, non affinity leads, upsell to existing customers and referencing 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 Minimum field activity & lead updation and conversion Interested candidate can share resume email : gandibharath.teja@bajajallianz.co.in / what app : +918919660330

1. JOB PURPOSE (Summarize in one statement because the job exists; and how it contributes to the overall objective of the company) • To plan and achieve business targets in the area productivity, new premium, persistency. • Take responsibility for scanning the market for emerging opportunities. • To devise and implement sales strategy 2. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the Job) • Responsible for quality team development and playing important role in expanding the market • Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. • Productivity & Activisation: To Manage productivity and activization 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. 3. SKILLS AND KNOWLEDGE: (Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent) a) Qualifications Masters in business administration/ post- graduation in any stream. Communication in English, Hindi & other Regional Language (Local candidate will be preferred) Keen to work in a highly competitive environment. Right attitude & never – say- die mind-set. Effective planning, time management and organizational skills Demonstrated ability to understand customer/partner issues and navigate to an appropriate resolution leveraging business knowledge and technical aptitude.

Key Sales Responsibilities: • Play a crucial role in selling our Life Insurance Products to Bank customers and Channel Partners. • Ensure branch & employee activation to ensure branch growth. • Conduct regular sales activities within branch and catchment areas to generate leads. • Ensure timey resolution of queries and complaints and controlling the instances of adverse customer experience. Relationship Management • Manage Relationships with key Bank Branch Team to leverage Business. • Act as one point of contact for any Life Insurance related requirements. • Conduct regular sales activities within branch and catchment areas to generate leads . Lead & Business Generation • Generate potential customer Leads through Activities, Lobby Management etc. • Effectively engage with Bank Customers / Channel Partners for Sales Closures. • Ensure Monthly Business Activation of Bank SP / Branch. • Engage with customers to help build a healthy product portfolio that support them in meeting their life goals. Product & Process Knowledge • Ensure adequate Product & process Knowledge. • Sell Right to Customers. • Adhering to regulatory requirements & monitoring quality of business. Qualifications: Graduate / Postgraduate Essential Knowledge / Skill Sets: • Should be presentable with good communication skills. • Should be good at relationship building/management. • Should have excellent communication, interpersonal and managerial skills. • Should understand Insurance and related financial market products. • Ability to work effectively in highly demanding and competitive environment

1. JOB PURPOSE (Summarize in one statement because the job exists; and how it contributes to the overall objective of the company) • To plan and achieve business targets in the area productivity, new premium, persistency. • Take responsibility for scanning the market for emerging opportunities. • To devise and implement sales strategy 2. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the Job) • Responsible for quality team development and playing important role in expanding the market • Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. • Productivity & Activisation: To Manage productivity and activization 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. 3. SKILLS AND KNOWLEDGE: (Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent) a) Qualifications Masters in business administration/ post- graduation in any stream. Communication in English, Hindi & other Regional Language (Local candidate will be preferred) Keen to work in a highly competitive environment. Right attitude & never – say- die mind-set. Effective planning, time management and organizational skills Demonstrated ability to understand customer/partner issues and navigate to an appropriate resolution leveraging business knowledge and technical aptitude.

1. JOB PURPOSE (Summarize in one statement because the job exists; and how it contributes to the overall objective of the company) • To plan and achieve business targets in the area productivity, new premium, persistency. • Take responsibility for scanning the market for emerging opportunities. • To devise and implement sales strategy 2. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the Job) • Responsible for quality team development and playing important role in expanding the market • Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. • Productivity & Activisation: To Manage productivity and activization 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. 3. SKILLS AND KNOWLEDGE: (Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent) a) Qualifications Masters in business administration/ post- graduation in any stream. Communication in English, Hindi & other Regional Language (Local candidate will be preferred) Keen to work in a highly competitive environment. Right attitude & never – say- die mind-set. Effective planning, time management and organizational skills Demonstrated ability to understand customer/partner issues and navigate to an appropriate resolution leveraging business knowledge and technical aptitude.

. JOB PURPOSE (Summarize in one statement because the job exists; and how it contributes to the overall objective of the company) • To plan and achieve business targets in the area productivity, new premium, persistency. Take responsibility for scanning the market for emerging opportunities. To promote a customer centric culture among both staff and field force. 2. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the Job) • 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 client’s 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. 3. SKILLS AND KNOWLEDGE: (Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent) a) Qualifications Graduate / Master’s in business administration/ post- graduation in any stream. Communication in English, Hindi & other Regional Language (Local candidate will be preferred) Keen to work in a highly competitive environment. Right attitude & never – say- die mind-set. Effective planning, time management and organizational skills Demonstrated ability to understand customer/partner issues and navigate to an appropriate resolution leveraging business knowledge and technical aptitude.

Key Sales Responsibilities: • Play a crucial role in selling our Life Insurance Products to Bank customers and Channel Partners. • Ensure branch & employee activation to ensure branch growth. • Conduct regular sales activities within branch and catchment areas to generate leads. • Ensure timey resolution of queries and complaints and controlling the instances of adverse customer experience. Relationship Management • Manage Relationships with key Bank Branch Team to leverage Business. • Act as one point of contact for any Life Insurance related requirements. • Conduct regular sales activities within branch and catchment areas to generate leads . Lead & Business Generation • Generate potential customer Leads through Activities, Lobby Management etc. • Effectively engage with Bank Customers / Channel Partners for Sales Closures. • Ensure Monthly Business Activation of Bank SP / Branch. • Engage with customers to help build a healthy product portfolio that support them in meeting their life goals. Product & Process Knowledge • Ensure adequate Product & process Knowledge. • Sell Right to Customers. • Adhering to regulatory requirements & monitoring quality of business. Qualifications: Graduate / Postgraduate Essential Knowledge / Skill Sets: • Should be presentable with good communication skills. • Should be good at relationship building/management. • Should have excellent communication, interpersonal and managerial skills. • Should understand Insurance and related financial market products. • Ability to work effectively in highly demanding and competitive environment

. JOB PURPOSE (Summarize in one statement because the job exists; and how it contributes to the overall objective of the company) • To plan and achieve business targets in the area productivity, new premium, persistency. Take responsibility for scanning the market for emerging opportunities. To promote a customer centric culture among both staff and field force. 2. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the Job) • 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 client’s 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. 3. SKILLS AND KNOWLEDGE: (Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent) a) Qualifications Graduate / Master’s in business administration/ post- graduation in any stream. Communication in English, Hindi & other Regional Language (Local candidate will be preferred) Keen to work in a highly competitive environment. Right attitude & never – say- die mind-set. Effective planning, time management and organizational skills Demonstrated ability to understand customer/partner issues and navigate to an appropriate resolution leveraging business knowledge and technical aptitude.

Key Sales Responsibilities: • Play a crucial role in selling our Life Insurance Products to Bank customers and Channel Partners. • Ensure branch & employee activation to ensure branch growth. • Conduct regular sales activities within branch and catchment areas to generate leads. • Ensure timey resolution of queries and complaints and controlling the instances of adverse customer experience . Relationship Management • Manage Relationships with key Bank Branch Team to leverage Business. • Act as one point of contact for any Life Insurance related requirements. • Conduct regular sales activities within branch and catchment areas to generate leads. Lead & Business Generation • Generate potential customer Leads through Activities, Lobby Management etc. • Effectively engage with Bank Customers / Channel Partners for Sales Closures. • Ensure Monthly Business Activation of Bank SP / Branch. • Engage with customers to help build a healthy product portfolio that support them in meeting their life goals. Product & Process Knowledge • Ensure adequate Product & process Knowledge. • Sell Right to Customers. • Adhering to regulatory requirements & monitoring quality of business. Qualifications: Graduate / Postgraduate Essential Knowledge / Skill Sets: • Should be presentable with good communication skills. • Should be good at relationship building/management. • Should have excellent communication, interpersonal and managerial skills. • Should understand Insurance and related financial market products. • Ability to work effectively in highly demanding and competitive environment

1. JOB PURPOSE (Summarize in one statement because the job exists; and how it contributes to the overall objective of the company) • To plan and achieve business targets in the area productivity, new premium, persistency. • Take responsibility for scanning the market for emerging opportunities. • To devise and implement sales strategy 2. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the Job) • Responsible for quality team development and playing important role in expanding the market • Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. • Productivity & Activisation: To Manage productivity and activization 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. 3. SKILLS AND KNOWLEDGE: (Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent) a) Qualifications Masters in business administration/ post- graduation in any stream. Communication in English, Hindi & other Regional Language (Local candidate will be preferred) Keen to work in a highly competitive environment. Right attitude & never – say- die mind-set. Effective planning, time management and organizational skills Demonstrated ability to understand customer/partner issues and navigate to an appropriate resolution leveraging business knowledge and technical aptitude.

Role & responsibilities - Key Responsibilities: Responsible for quality team development and playing important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activisation : To Manage productivity and activization 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 - Essential Knowledge / Skill Sets: 1. Communication in English, Hindi & other Regional Language (Local candidate will be preferred) 2. Keen to work in a highly competitive environment 3. Right attitude & never say- die mind-set 4. Achieving the given sales targets

Role & responsibilities - Job Profile Key Responsibilities: Responsible for quality team development and playing important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activisation : To Manage productivity and activization 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 - Qualification / Experience: GRADUATE IN ANY FIELD Essential Knowledge / Skill Sets: 1. Communication in English, Hindi & other Regional Language (Local candidate will be preferred) 2. Keen to work in a highly competitive environment 3. Right attitude & never say- die mind-set 4. Achieving the given sales targets 5. 3 Years Sales Experience is required Perks and benefits

1. Contract Drafting & Negotiation Draft, review, and negotiate various contracts, including vendor agreements, service agreements, NDAs, MOUs, and strategic partnerships. 2. Contract Management Maintain a repository of contracts, track key obligations, renewals, and compliance deadlines. Ensure all contracts comply with IRDAI regulations, data privacy laws, and other applicable legal requirements. Identify potential legal risks in contracts and suggest appropriate mitigation measures. Provide legal support on contract-related queries and ensure adherence to corporate governance policies. Conduct internal training sessions on contract management best practices. 3. Stakeholder Management Work closely with internal teams such as procurement, finance, IT, and operations to align contract terms with business needs. 4. Dispute Resolution Assist in handling contractual disputes, litigation, and arbitration matters.

Responsible for managing a key relationship of a very reputed and demanding Bank. Responsible for managing overall business for assigned area (4-5 branches) which involves business development, sales, relationship management, operational and training support, identifying new business opportunities, and meeting overall target assigned on new business. Responsible to establish productive, professional relationship with key personnel of assigned business vertical. Responsible for all operations, customer servicing and customer retention activities for the assigned business verticals Responsible to drive business through credit life /group initiatives to achieve monthly, quarterly & yearly business targets Responsible for business tracking, analyzing and reporting business results at desired and periodic intervals to reporting authority. Responsible for compliant business practices and ensuring that employees of business vertical comply with ethical business practices for Insurance sale. Responsible to maintain high channel satisfaction ratings that meet company standards

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