1378 Banca Jobs - Page 35

About The Role Collections Manager - Support Services-Collection Daily DRR Door to door visit Daily customer follow up Target v/s achievement Monitoring of collection agency

About The Role Collections Manager - Support Services-Collection Daily DRR Door to door visit Daily customer follow up Target v/s achievement Monitoring of collection agency

About The Role Collections Manager - Support Services-Collection Daily DRR Door to door visit Daily customer follow up Target v/s achievement Monitoring of collection agency

About The Role Collections Manager - Support Services-Collection Daily DRR Door to door visit Daily customer follow up Target v/s achievement Monitoring of collection agency

About The Role Collections Manager - Support Services-Collection Daily DRR Door to door visit Daily customer follow up Target v/s achievement Monitoring of collection agency

Role – Manager – Banca Sales (L3) Education andExperience- Graduation mandatory 2-3 yrs. in Life Insurance sector, Bancassurance experience will be preferred. Job Role - Handling more than 1 bank branch Building Relationships with ROs and RMs in bank Handling the walk in customers as well as the old customers of the bank Professional Strengths - Strong communication skills (English and regional language) Stability – At least 1-2 years working with a same organization

RoleLocation Managing Partner (DVP), Kotak Agency - Field Sales (L6/7) Experience 7-12 yrs KRAs End-to-end ownership for MP & AP performance Owns the budgets for the location Has a self-goal sheet to Lead by Example and have adequate SOC Networks continuously to get good FT-APs from Market Ensure APs and LAs incomes in location exceed benchmarks Coach MPs and APs on management/sales skills and career growth Contact APs who are falling short of CMC criteria to re-activate them Works closely with the training team to organize regulatory and skill development programs Propagates the career option amongst the LAs in the branch Owns the Rookie AP induction and development program Arrange/attend outdoor promotional events and seminars on recruitment, awareness, customer events, HNI priority etc. Grow the representation of advisors and BA’s from his location on Conventions, MDRT, and R&R etc. Ensure the desired product mix of the Branch Deal with and escalate compliance issues Key Competencies Team Leadership Planning and Organizing Conceptual thinking Education and experience Candidate should be a graduate, with sales experience of 6-8 years, preferably in life insurance sector

RoleLocation Managing Partner (AVP), Kotak Agency - Field Sales (L6) Experience 7-12 yrs KRAs End-to-end ownership for MP & AP performance Owns the budgets for the location Has a self-goal sheet to Lead by Example and have adequate SOC Networks continuously to get good FT-APs from Market Ensure APs and LAs incomes in location exceed benchmarks Coach MPs and APs on management/sales skills and career growth Contact APs who are falling short of CMC criteria to re-activate them Works closely with the training team to organize regulatory and skill development programs Propagates the career option amongst the LAs in the branch Owns the Rookie AP induction and development program Arrange/attend outdoor promotional events and seminars on recruitment, awareness, customer events, HNI priority etc. Grow the representation of advisors and BA’s from his location on Conventions, MDRT, and R&R etc. Ensure the desired product mix of the Branch Deal with and escalate compliance issues Key Competencies Team Leadership Planning and Organizing Conceptual thinking Education and experience Candidate should be a graduate, with sales experience of 6-8 years, preferably in life insurance sector

1.Job TitleCity Head / State Head (Pune ,Ahmedabad, Kolkata ) 2.Job SummaryWe are seeking a dynamic Sales Representative to drive Life Insurance Business by identifying and closing sales opportunities with Kotak Securities Private Client Group (PCG Vertical), Essentially HNI / UHNI / NRI Channel 3.Responsibilities The main duties shall involve relationship management and prospecting, lead generation, client meetings, and closing deals. Tracking basic sales management activities, Training, Persistency 4.Qualifications Graduate / Post Graduate, with minimum work Ex of 4 to 5 Years in life Insurance preferably in Banca / Wealth / Broking set up 5.Attributes Highlight personal qualities or attributes that are essential for success in the role, such as being results-driven, self-motivated, and possessing strong interpersonal skills. 6.Company Overview Kotak Life Insurance with a leading brokerage company 7.Contact Information Provide contact details for candidates to reach out with questions or to submit their applications.

Role – Manager – Banca Sales (L3) Education andExperience- Graduation mandatory 2-3 yrs. in Life Insurance sector, Bancassurance experience will be preferred. Job Role - Handling more than 1 bank branch Building Relationships with ROs and RMs in bank Handling the walk in customers as well as the old customers of the bank Professional Strengths - Strong communication skills (English and regional language) Stability – At least 1-2 years working with a same organization

Role – Deputy Manager – Banca Sales (L2) Education andExperience- Graduation mandatory 2-3 yrs. in Life Insurance sector, Bancassurance experience will be preferred. Job Role - Handling more than 1 bank branch Building Relationships with ROs and RMs in bank Handling the walk in customers as well as the old customers of the bank Professional Strengths - Strong communication skills (English and regional language) Stability – At least 1-2 years working with a same organization

Urgent Opening for HR recruiter - Insurance & Banking . Work from Home - Opportunity Timings - 9.30AM - 6 PM Should have Laptop and Internet . Job role is end to end recruitment - Screening of CVs , Scheduling interviews , Client cordination Required Candidate profile Looking female candidates with minimum 6 months experience in insurance sales or banking sales or HR recruitment( Non IT Recruitment - BFSI ) . Send CV to bookmarkindia@gmail.com Perks and benefits Monthly Incentives extra

Role & responsibilities Drive life insurance sales through assigned bank branches. Build and maintain strong relationships with bank staff to generate leads. Conduct regular training and product knowledge sessions for bank employees. Achieve monthly and annual sales targets. Provide after-sales support and ensure customer satisfaction. Monitor market trends and competitor activities to identify new opportunities. Preferred candidate profile Bachelors degree in Business, Marketing, or a related field. Minimum 1–3 years of experience in life insurance sales, preferably in the banca channel. Strong communication and interpersonal skills. Proven ability to meet and exceed sales targets. Willingness to travel to bank branches as needed.

• The candidate has to handle tie-up banks. • Regularly visiting all the branches across the territory • To build relationships with existing customer • Lead Closing • Handle the walk-in customerthrough tie-up Banks. Required Candidate profile *For senior designation need Insurance experience Criteria : • Experience : Sales experience of 2+ years • Age: Between 21 to 38 years

Greetings from Kotak Life Insurance! Interested candidates can share their resume at "kli.shreya-chavan@kotak.com" or 8879755056 Job Location : Thane (Candidates from Central Line only) Job Title: Sales Manager / Unit Manager Virtual Relationship Manager Job Responsibilities: - Responsible for generating revenue& business targets, through the team of bank VRMs mapped. - Build rapport and provide quick responses/ solutions to bank stakeholders. - Training & mentoring of the mapped bank VRMs/ Verifiers. - Drive sales targets through different initiatives (participation in morning hurdles, closing leads over calls, announce on-floor contests & recognize performers etc.) - Other initiatives include conversion of the logged in cases, handling escalations, call quality evaluation etc. Job Specifications: Preferably MBA/ Graduation. Skills : Good communication & interpersonal skills required. Local language-Speaking.

Greetings from Kotak Life Insurance!! We are Currently hiring For a Unit Manager in VRM Channel ( Virtual Relationship Manager). 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 call on 8828395189 Location: Thane, Noida Key Responsibilities: Handle insurance leads exclusively by conducting calls to sell insurance products, leveraging relevant experience from similar roles in competitor organizations. Drive insurance sales with assigned customers mapped to the VRM. Deliver outcomes aligned with key metrics such as NPS, service levels, service quality, and sales performance. Ensure high-quality communication while meeting productivity and service benchmarks. Provide a consistent and delightful customer service experience, ensuring timely resolution of queries and issues. Adhere to information security protocols and quality process standards. Stay updated and comply with any process-related updates or changes. Actively implement feedback from Team Leaders, or Quality Analysts to enhance performance. Job Requirements: Minimum educational qualification: Graduate. Employment gaps exceeding one month are not acceptable. A minimum of one year of tenure in the current organization is mandatory. Strong conversational and English communication skills are essential.

Leading team of Branch Banking Relationship Managers & promoting Life Insurance to existing Bank Customers Training Branch RM's & motivating teams Dealing with Bank Branch Managers & RM's Meeting HNI clients of Banks Achieving assigned sales targets Required Candidate profile Minimum Graduate from any stream with minimum 10+ year of Insurance experience with Banca & Alliances background is must. High dependency on Bank relationships in Open Architecture scenario alignment. Perks and benefits Salary mentioned is fixed and other than Salary.

Driving entire Cluster Branch Banking/ Virtual Banking Channel Sales. Focusing on cross sell of Life Insurance products to Bank Customers Training/ Motivating entire Cluster Sales Team & Bank employees Responsible for Sales RnR & Business Achievement Required Candidate profile Minimum Graduate from any stream with minimum 10+ year of Insurance experience with Banca & Alliances background is must. High dependency on Bank relationships in Open Architecture scenario alignment. Perks and benefits Salary mentioned is fixed and other than Salary.

Greetings from Kotak Life Insurance!!! Here is an excellent opportunity to get associated with the leading brand Interested candidates can email their resumes to kli.deepa-sawant@kotak.com or 9969675967 Locations: Ahmedabad, Pune and Delhi 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 their training on an ongoing basis to ensure a productive channel at all times 6. Take regular feedback from partners and customers on satisfaction on selling process and products 7. Review Sales plan of the partner and support their growth. Perks and Benefits: Attractive Incentives and Travelling allowance

Greetings from Kotak Life Insurance!!! Here is an excellent opportunity to get associated with the leading brand Interested candidates can email their resumes to kli.nishmitha-kotian@kotak.com or 8828395189 Locations: Ahmedabad, Mumbai and Delhi 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 their training on an ongoing basis to ensure a productive channel at all times 6. Take regular feedback from partners and customers on satisfaction on selling process and products 7. Review Sales plan of the partner and support their growth. Perks and Benefits: Attractive Incentives and Travelling allowance

Roles and Responsibilities Manage key accounts for life insurance products through bancassurance channels. Develop and execute sales strategies to achieve business targets. Build strong relationships with bank partners to drive cross-selling opportunities. Desired Candidate Profile 1-4 years of experience in BFSI sales, preferably in Banca or Direct Channel. Strong understanding of Life Insurance products and their applications. Excellent communication, negotiation, and interpersonal skills. Ability to work independently with minimal supervision while meeting deadlines.

Greetings from Kotak Life Insurance!!! Here is an excellent opportunity to get associated with the leading brand Interested candidates can email their resumes to kli.aarti-choudhary@kotak.com . Locations: Ahmedabad and Bangalore 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 their training on an ongoing basis to ensure a productive channel at all times 6. Take regular feedback from partners and customers on satisfaction on selling process and products 7. Review Sales plan of the partner and support their growth. Perks and Benefits: Attractive Incentives and Travelling allowance

Tata AIA Life Insurance Company Ltd. is looking for Manager - Agency Business Associates to join our dynamic team and embark on a rewarding career journey Delegating responsibilities and supervising business operations Hiring, training, motivating and coaching employees as they provide attentive, efficient service to customers, assessing employee performance and providing helpful feedback and training opportunities. Resolving conflicts or complaints from customers and employees. Monitoring store activity and ensuring it is properly provisioned and staffed. Analyzing information and processes and developing more effective or efficient processes and strategies. Establishing and achieving business and profit objectives. Maintaining a clean, tidy business, ensuring that signage and displays are attractive. Generating reports and presenting information to upper-level managers or other parties. Ensuring staff members follow company policies and procedures. Other duties to ensure the overall health and success of the business.

Tata AIA Life Insurance Company Ltd. is looking for Assistant Manager - Agency Business Associates to join our dynamic team and embark on a rewarding career journey Ensuring company policies are followed. Optimizing profits by controlling costs. Hiring, training and developing new employees. Resolving customer issues to their overall satisfaction. Maintaining an overall management style that follows company best practices. Providing leadership and direction to all employees. Ensuring product quality and availability. Preparing and presenting employee reviews. Working closely with the store manager to lead staff. Overseeing retail inventory. Assisting customers whenever necessary. Organizing employee schedule. Ensuring that health, safety, and security rules are followed. Ensuring a consistent standard of customer service. Motivating employees and ensuring a focus on the mission. Maintaining merchandise and a visual plan. Maintaining stores to standards, including stocking and cleaning. Completing tasks assigned by the general manager accurately and efficiently. Supporting store manager as needed.

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 8828395189 Location: Mumbai- Andheri, Thane, Kalyan, Navi Mumbai. ~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 their training on an ongoing basis to ensure a productive channel at all times. 6. Take regular feedback from partners and customers on satisfaction on selling process and products. 7. Review Sales plan of the partner and support their growth. 8. The employee will be on payroll of Kotak Life