3644 Banca Jobs - Page 24

Execution Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with Bajaj General Insurance Limited Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; ...

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New A...

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New A...

Hi, Hiring || RM- Mutual Funds Sales - Banca channel - ON Role - B2B Minimum 2Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contact HR. Karishma- 8248541367 Call / WhatsApp. your resume Share updated resume:- karishma@avaniconsultin...

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New A...

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New A...

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New A...

Responsibilities Develop and maintain relationships with bank partners to drive life insurance sales. Coordinate with bank staff to implement sales strategies and training programs. Achieve and exceed monthly and annual sales targets. Conduct regular sales meetings and product training sessions with bank staff. Monitor and analyze sales performance and market trends. Provide feedback on product performance and customer needs. Work with the marketing team to design and implement promotional campaigns. Qualifications Bachelor's degree At least 2 years of experience in life insurance sales, preferably in the banca channel. Proven track record of achieving sales targets. Strong interpersonal and...

Job Description Position Relationship Associate - Bancassurance Incumbent Name Department Axis Function Axis Sales Reporting to Cluster Manager / Area Manager Band 5 Location Team size (D/I) Individual Role JOB SUMMARY :- Individual Role and will be managing bigger and medium size Axis Branch and will be responsible for generating business from Branch, and thereby will meet the target. Person would be reporting to Cluster Manager / Area Manager Axis Sales. KEY RESPONSIBILITIES:- Managing relationship with Axis Branch Sellers and thereby meeting target through Bank’s FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the proc...

Sell life insurance products through assigned bank branches. Build strong relationships & motivate branch staff to generate leads. Provide policy details & after-sales support to clients.

Minimum 5 to 6 years team handelling exp need in life insurance sales Age below 40 Banca/Agency/Direct exp candidate only can apply Location are Bangalore,Coimbatore,Chennai,Mangalore,Hyderabad Candidate can share their cv on 8447171979

candidates should have handled team and have experience in life insurance for 7 years and above, candidate can directly apply on 8530732863

candidates should have handled team and have experience in life insurance for 7 years and above, candidate can directly apply on 8530732863

Hi, Hiring || RM- Mutual Funds Sales - Banca channel - ON Role - B2B Minimum 2Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. Ruchi - 9892371246 Call / WhatsApp. your resume Share updated resume:- ruchi@avaniconsulting.com

Life Insurance experience is mandatory Candidate needs to have excellent communication skills Candidates will work with outbounds calls to pitch Life Insurance products to customers Interested candidates can call/WhatsApp CV to HR Varun- 9310054306

Greetings from Kotak Life Insurance!! We are Currently hiring For a Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.sharvari-lokare@kotak.com Contact Number-9892923348 Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5. Help the partner facilitate the...

- Responsible for Branch operations, New Clients Acquisition, business development and MIS reporting and compliance and service quality at branch. Customer Care - Anti Money Laundering, Third party Products, Health, General, Life insurance products. Required Candidate profile Must have good Investment Knowledge From BFSI Industry. Any sales/operations Any BFSI Proffered. Ready to travel. Good Communication Insurance General Health and Life will be added advantage Perks and benefits Petrol, Mobile, Incentives, Insurance benefits

Role & responsibilities To drive the dedicated HDFC Bancassurance business in Digital Office location for Health, Motor and other LOBs To generate business through HDFC Bank Branch Banking and Retail Assets in DO location Engagement with HDFC Bank Branch, HL/AL/TW/TR/CV/ PL/GL/CRB stakeholders, getting leads and driving business through them Attending Morning huddle at Bank Branches Maintaining Renewal percentage across Branches Giving regular training on products to Bank staff and getting them activated. Morning & Evening Business Reporting Female candidates are preferred

Greetings from SBI Securities Ltd !! We are looking for Relationship Officer - Demat & Trading A/c for our Retail Sales vertical. Role & responsibilities To source the business via allotted bank branches. Key focus areas acquiring broking clients (primarily on line). Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross sell other products as directed time to time. Providing clients with Demo & handhold to initiate trading activities after account opening. Should have hands-on experience and knowledge of General Insurance and Demat Sales will be preferable. This position will be on payroll of SBICAP Securities Ltd on fixed term contract which wi...

Channel - Banca channel Position - BDM CTC - 4.25LPA + TA 4K TO 6K Key Responsibilities: Build and maintain strong relationships with bank staff at the assigned branches. Drive sales of life insurance products by providing need-based solutions to bank customers. Conduct regular training and product knowledge sessions for bank staff. Achieve monthly, quarterly, and annual sales targets. Handle walk-in customers at the bank and generate leads through bank databases. Ensure proper follow-up and documentation for policy issuance. Key Performance Indicators (KPIs): Sales Targets (Premium & Policies) Activation of Bank Branches Branch Staff Engagement Score Qualifications and Experience: Graduate ...

Greetings from Kotak Life Insurance!! We are Currently hiring For a Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on " kli.nishmitha-kotian@kotak.com " or 8828395189 Location : Ahmedabad, Mumbai, Pune, Delhi, Kolkata Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need...

India's leading private Health insurance company welcomes for Relationship Manager profile in Bancassurance Channel. Leads will be generated from the assigned bank Direct selling of various insurance products to the bank customers. Customer business development . Relationship Management . Will be in payrolls of the company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in General, Health and Life Insurance preferred Customers acquisition through...

India's leading private Health insurance company welcomes for Relationship Manager profile in Bancassurance Channel. Leads will be generated from the assigned bank Direct selling of various insurance products to the bank customers. Customer business development . Relationship Management . Will be in payrolls of the company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in General, Health and Life Insurance preferred Customers acquisition through...

India's leading private Health insurance company welcomes for Relationship Manager profile in Bancassurance Channel. Leads will be generated from the assigned bank Direct selling of various insurance products to the bank customers. Customer business development . Relationship Management . Will be in payrolls of the company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in General, Health and Life Insurance preferred Customers acquisition through...

India's leading private Health insurance company welcomes for Relationship Manager profile in Bancassurance Channel. Leads will be generated from the assigned bank Direct selling of various insurance products to the bank customers. Customer business development . Relationship Management . Will be in payrolls of the company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in General, Health and Life Insurance preferred Customers acquisition through...