PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) Sales • Prepare detailed plans and achieve defined sales targets in the Annual Operating Plan (AOP) for IM in defined geography. • Define and cascade various targets to the TMs and below as per the AOP • To build a robust and profitable distribution network of IMs, IC’s and Posp’s. • To build a Roadmap to plan, achieve his target and expand by achieving his Monthly, Quarterly, Half Yearly and Annual targets in various parameters like Manpower, NB premium, product mix, persistency, IM ,IC & Posp’s Hiring and Activisation, club up gradation etc and business quality. • To implement sales strategy and ensure productivity of the field force through strong monitoring mechanisms Sales Review • Periodically conduct reviews with own team to monitor progress on set objectives, track deviations and provide recommendations on course correction to ensure achievement on each parameters. • Monitor and review the MIS to track achievement against set KRAs and parameters. • Analyze patterns to detect potential frauds, involve risk team as required. Business Quality • To ensure compliance and business quality as per the guidelines of the organization • Manage multiple business levers cross to ensure desired quality and quantity of business Market Intelligence • Gather market and competitor intelligence on sales and growth to assess external impact on own vertical and direct counter-action planning to achieve defined objectives. • Know Your Market to devise strategies for deeper market penetration and improved market share by using our strength over Competition. 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. Team Building • Hiring and retaining talents for working in Life Insurance business • Participate in selection process to identify the right talent for positions within the function Set objectives, conduct reviews and close appraisal processes for the team as per timelines • Ensure team members achieve their goal sheet and support them for career development. • Facilitating constant rewards & recognition for team members. • Ensure team members complete their training Mandays.Role & responsibilities Regards Amrapali Jadhav

PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) Sales • Prepare detailed plans and achieve defined sales targets in the Annual Operating Plan (AOP) for IM in defined geography. • Define and cascade various targets to the TMs and below as per the AOP • To build a robust and profitable distribution network of IM’s, IC’s and Posp’s. • To build a Roadmap to plan, achieve his target and expand by achieving his Monthly, Quarterly, Half Yearly and Annual targets in various parameters like Manpower, NB premium, product mix, persistency, IM ,IC & Posp’s Hiring and Activisation, club up gradation etc and business quality. • To implement sales strategy and ensure productivity of the field force through strong monitoring mechanisms Sales Review • Periodically conduct reviews with own team to monitor progress on set objectives, track deviations and provide recommendations on course correction to ensure achievement on each parameters. • Monitor and review the MIS to track achievement against set KRAs and parameters. • Analyze patterns to detect potential frauds, involve risk team as required. Business Quality • To ensure compliance and business quality as per the guidelines of the organization • Manage multiple business levers cross to ensure desired quality and quantity of business Market Intelligence • Gather market and competitor intelligence on sales and growth to assess external impact on own vertical and direct counter-action planning to achieve defined objectives. • Know Your Market to devise strategies for deeper market penetration and improved market share by using our strength over Competition. 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. Team Building • Hiring and retaining talents for working in Life Insurance business • Participate in selection process to identify the right talent for positions within the function Set objectives, conduct reviews and close appraisal processes for the team as per timelines • Ensure team members achieve their goal sheet and support them for career development. • Facilitating constant rewards & recognition for team members. • Ensure team members complete their training Mandays.Role & responsibilities Regards Amrapali Jadhav

PRINCIPAL ACCOUNTABILITIES: - 1. HNI Customer Management Develop and maintain strong relationships with HNI clients. Provide personalized financial advice and solutions to meet the unique needs of HNI customers. Ensure high levels of customer satisfaction and retention. 2. Cross-Selling Identify opportunities to cross-sell life insurance products and other financial services. Engage with existing customers to understand their evolving needs and recommend suitable products. Achieve cross-sell targets and contribute to the overall sales objectives 3. Corporate Worksite Activity Facilitate corporate worksite activities to generate footfall and new customer leads. Conduct presentations and workshops to educate corporate employees about insurance products and benefits. Convert corporate worksite leads into new customers by effectively communicating the value proposition of Bajaj Life Insurance products. 4. Sales and Business Development Develop and implement strategies to achieve sales targets and business growth. Monitor market trends and competitor activities to identify new opportunities. Prepare and present sales reports and forecasts to management. 5. Customer Service: Address customer inquiries and resolve issues promptly and professionally. Ensure compliance with all regulatory and company policies in customer interactions. Maintain accurate and up-to-date customer records and documentation.

Role & responsibilities 1. Professional who will be able to pitch the product to the existing customers for the bank on the basis of their income categorically. 2. Creating leads for the Managers and LI Sales Preferred candidate profile 1. Graduates 2. Good communication skills with fluency in Bengali, English and Hindi. 3. Polished Personality.

Role & responsibilities Preferred candidate profile

Role & responsibilities 1. Responsible for quality team development and playing important role in expanding the market. 2. Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. 3. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. 4. Achieving goal sheet & contest achievement on weekly basis Preferred candidate profile 1. Communication in English, Hindi & other Regional Language (Local candidate will be preferred) 2. Keen to work in a highly competitive environment. 3. Demonstrated ability to understand customer/partner issues and navigate to an appropriate resolution leveraging business knowledge and technical aptitude. 4. Age Limit- 25years Benefits 1.Lucrative Incentives 2. Medical Insurance

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. Regards Amrapali Jadhav

Role & responsibilities To build cordial working relation with bank staff at all levels. To work with staff of bank partners to identify potential banking customers with financial protection needs. To provide professional insurance advice to customers of our bank partners. To provide after sales service to the successful cases. Coordinate work between the bank and the company if any. Advice and coach sales techniques to banks employees at the assigned branches. To be involved in activities of the bank partners, including joining the bank meeting, visiting to bank customersetc. To perform other tasks assigned. Preferred candidate profile 1-3 years sales related experience. Fresh graduated and/or the Last year students with outgoing personality are also encouraged to apply. Understand the basic of Computer literacy Be able to communicate in English will be added advantage. Be able to communicate, present and interact with others. Highly self-motivation and strong commitment to work in sales role. Be able to work flexible hours.

Roles and Responsibilities Manage relationships with existing clients to identify their financial goals and provide tailored insurance solutions. Develop new business opportunities through direct channel sales, field sales, and marketing efforts. Identify cross-selling opportunities for other products within the organization's portfolio. Meet or exceed monthly targets for policy issuance, premium collection, and customer acquisition. Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.

Roles and Responsibilities 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. Desired Candidate Profile 1-4 years of experience in insurance sales or related field (preferably). Strong understanding of life insurance products and services. Excellent communication, negotiation, and interpersonal skills. Ability to work independently with minimal supervision while meeting deadlines. Candidate who is interested in field sales.

PRINCIPAL ACCOUNTABILITIES: - Grievance Investigations Conducting investigation by coordinating with customer as well as distributor for grievance investigation and resolution Report Preparation Creating an investigation report for consequence management as well as closure of customer grievance Root Cause Analysis Analysis of the grievances and create a channel level grievance mitigation steps Identifying Process Gaps, RCA & fixing Handling of Customer Escalations, Grievances, Emails and Feedback with best appropriate resolution in accordance with the laid down guidelines Coordination and follow up with key stakeholders for end to end clearance of cases and closures • Transaction processing in the ambit of the role Work on automation/analysis on new system requirements Tracking and validation with required MIS/Dashboard Closely work with UAT and Data Quality team members to ensure all developments are in sync with business requirements Manage all assigned responsibilities other than MIS/BA 100% Compliance to all internal, external and regulatory processes, guidelines and norms Responsibility, Ownership and Customer Centricity to ensure timely closures with minimalistic supervision Fungibility to contribute to various other Operational requirements for the team goals

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 Preferred candidate profile

Roles and Responsibilities 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. Desired Candidate Profile 1-4 years of experience in insurance sales or related field (preferably). Strong understanding of life insurance products and services. Excellent communication, negotiation, and interpersonal skills. Ability to work independently with minimal supervision while meeting deadlines. Candidate who is interested in field sales.

Roles and Responsibilities 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. Desired Candidate Profile 1-4 years of experience in insurance sales or related field (preferably). Strong understanding of life insurance products and services. Excellent communication, negotiation, and interpersonal skills. Ability to work independently with minimal supervision while meeting deadlines. Candidate who is interested in field sales.

Responsibilities: Manage distribution network & recruit agents. Develop agency strategy & execute plans. Lead sales growth through life insurance products. Oversee tied channel partnerships.

Roles and Responsibilities Manage relationships with existing clients to identify their financial goals and provide personalized solutions. Identify new business opportunities through direct marketing efforts, leveraging sales skills to acquire new customers. Develop strong understanding of life insurance products and services to effectively communicate value proposition to clients. Fresher preferred graduate and above -2024 & 2025 Pass outs.

****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.

Roles and Responsibilities Manage relationships with existing clients to identify their insurance needs and provide personalized solutions. Develop new business opportunities through direct sales, bancassurance sales, agency channel, and other relevant channels. Meet or exceed monthly targets for policy issuance, premium collection, and customer acquisition. Collaborate with internal teams to resolve client issues and improve overall customer satisfaction. Stay up-to-date with industry trends and regulatory changes to maintain expertise in insurance products.

Key Responsibilities: Acquire new customers through field visits, referrals, and lead generation activities Understand customer requirements and recommend appropriate life insurance products Build and maintain long-term customer relationships Provide post-sale services and ensure policy renewals Meet sales targets and reporting metrics regularly Educate clients on the importance of life insurance and financial planning Participate in product and sales training sessions Eligibility Criteria: Fresh graduate in any discipline Age: Max 25 Good communication and interpersonal skills Willingness to learn and build a long-term career in insurance Self-motivated and target-oriented Basic understanding of insurance/financial services is a plus (training will be provided) Interested Candidates please share your cv at Sreya.Halder@bajajallianz.co.in

Role & responsibilities • 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. Ability to deal with HNI Clients. Responsible to maintain high channel satisfaction ratings that meet company standard s Preferred candidate profile 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. Mandatory Requirements Age-Within 25 can apply. Two wheeler (Non Mandatory) Year of passing for fresher candidate 2023- 2025 (Without any backlog) Drop your CV at priyanka.sharma12@bajajallianz.co.in / WhatsApp-8777738952 Perks and benefits Graduate: 3.0 Lakhs + Incentives