1378 Banca Jobs - Page 36

Roles and Responsibilities Manage relationships with existing clients to identify their insurance needs and provide tailored solutions. Develop new business opportunities through cross-selling of insurance products to bank customers. Collaborate with internal teams to resolve client queries and issues related to health insurance policies. Identify potential risks and develop strategies to mitigate them, ensuring compliance with regulatory requirements. Meet sales targets by acquiring new clients and increasing revenue growth.

Job title: - Relationship Manager - Bancassurance. Location: - Thiruvananthapuram, Kollam, Kottarakkara, Mavelikkara & Alappuzha, Attingal Job Description: -: Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies. Channel Partner: - - Federal Bank. Salary: Open for perfect candidate. Key Responsibilities: - Generate leads from in-branch lead generators, bank customer database & walk in customers. 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. Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate. Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document Adherence to company sales process and timely submission of various reports. Age Limit : up to 35 Must Criteria: Should be having min 1 year of Life Insurance experience/ cross selling experience of Insurance sales /Banking/Financial Services sales experience Qualification : Any Degree or Diploma 3 years.

Any BFSI or Insurance Sales exp candidate can apply. Min 1 yr exp in insurance sales. urgent hiring for banca channel interested candidates can directly share their cv on 7499211307

Drive partner sales team activation & lead generator (LG) activation through regular engagement with partner branch staff Reviews & Governance 1.Ensuring discipline & rigor of daily sales activities, DSR & LMS input. 2. Regular review & tracking of team performance. 3. Building team capability through regular training interventions Research & Analysis 1.To organize sales campaign, product launches and conduct training at partner branches. 2.Ensuring adherence to end to end business process with in the specified timelines. 3.Adhering to regulatory requirements & monitoring quality of business. 4.Ensuring timey resolution of queries and complaints, and controlling the instances of adverse customer experience 4. 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 5. 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 6. 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

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 8425915760 Location: Mumbai- Andheri, Kalbadevi, 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

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 – SIB Sales (L3) Education andExperience- Graduation mandatory 3 - 9yrs. 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:Location Managing Partner, Kotak Agency - Field Sales (L6/7) 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 Candidateshould be a graduate, with sales experience of 6-8 years, preferably in lifeinsurance sector

Role – Manager – SIB Sales (L3) Education andExperience- Graduation mandatory 3 - 9yrs. 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

Roles and Responsibilities Plans, conducts, coordinates and implements a comprehensive training program for employees. Training components will be geared toward new hires, existing agents and individuals who seek one-on-one assistance. Prepares new agents by conducting orientation to sales and service processes; developing individual Coaching plans; providing resources and assistance; scheduling orientation and ongoing training. Determines training needs by observing service encounters; service and customer experience results reports; conferring with management. Develops individual results by maintaining policy and procedure resources; providing coaching; conducting training sessions; developing outcome improvement resources. Improves training effectiveness by developing new approaches and techniques; making support readily available; integrating support with routine job functions. Desired Candidate Profile Candidate with hands on experience in Life Insurance sales or training can apply Good Communication Both genders are preferred

Location: Sri Ganganagar (Rajasthan) Job Role: To train, support & engage with Branch resources to drive the channel acquisition (demat & trading a/c) numbers and revenue products. To be well versed with products related to equity markets and wealth products. Will be working very closely with the Bank team of Cluster Heads, Branch Heads and the Channel employees to drive productivity of the bank employees Will be responsible for devising and convincing Bank Cluster Heads and Branch Heads for regular R&R drives to give a fillip to sales numbers Will be driving the Bank channel team to achieve the targets assigned to branches & clusters as well as focus on achieving their own target. Should have team handling experience especially into number chasing domain.

Age: 22- 38 years Education: Graduation in any stream Minimum Sales Experience: 1 Year to 6 years BFSI sector candidates will be preferred more Interested candidates can call HR Varun- 9310054306/ Whatsapp- Resume

Monitor Bank's Home Loan Business Team on their regular disbursement & ensure our penetration & Premium as per organizational requirement . Engagement with Business Team as per Matrix. Hand Holding Front line team Understanding Insurance business

1) Candidate will be responsible for direct sales of Demat accounts and Margin collection for Equity, Commodity and Currency from Bank Channel 2) Responsible for generating revenue from Insurance, Value pack & ACE ,TGS. 3) Responsible for cross sale product like MF and PMS. 4) Candidate will be responsible for new clients lead generation and as well as maintain relationship with previous clients. 1-2Years. Should be from a Bancassurance channel - sourcing Demat Accounts, Life Insurance, MF Should be having core sales background and not into product development or Backend ops. Must have excellent communication skill and ok to travel. Demat Sourcing, Insurance Selling, English Speaking, Knowledge of Local Language, relationship management, networking skills with customer service intent, interpersonal skills

Drive partner sales team activation & lead generator (LG) activation through regular engagement with partner branch staff Reviews & Governance 1.Ensuring discipline & rigor of daily sales activities, DSR & LMS input. 2. Regular review & tracking of team performance. 3. Building team capability through regular training interventions Research & Analysis 1.To organize sales campaign, product launches and conduct training at partner branches. 2.Ensuring adherence to end to end business process with in the specified timelines. 3.Adhering to regulatory requirements & monitoring quality of business. 4.Ensuring timey resolution of queries and complaints, and controlling the instances of adverse customer experience 4. 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 5. 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 6. 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 3 Training Team

Leading team of Circle Head, Cluster Head & Relationship Managers Driving entire Telesales/ Phone Banking Team to push for Life Insurance Products Training/ Motivating entire Virtual Banking team Dealing with Non-Branch Banking team to Sell Insurance 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.

Job Title Relationship Manager- BANCA Location Baramulla, pattan,bandipora, kunzar,sumbal,pulwama Experience 1 to 4 years Skills Value orientation,Team working abilities,Customer centricity,Passion for excellence,Innovation Job Description Assist /help SP to generate leads and log in prospective applications Driving and motivating the bank SP, logging in applications sourced, through operations department Tapping the right database of the branch and ensure authentic documentation Build relationship with the business partners and ensure self and SP targets are met effectively Adhering to PNB MetLife policies and providing need based selling support. Ensuring that customers are well informed of the product features sold through SP's/ Bank Acting as a team player and reporting the number of applications logged in for the business everyday to the reporting manager without fail Ensure high level of Persistency & Customer Service to the customers

ROLES AND RESPONSIBILITIES 1) Motivate Bank Employees for Related life insurance products And Generating leads through bank walk-in. 2) Customers and getting leads from bank Employees. 3) Converting those leads Based on customer. 4) Requirements Doing joint calls with bank employees. 5) Updating database and maintaining with accuracy. 6) Achieving Goal Sheet and contest achievement on a weekly basis. 7) Focusing on resolving client issues creatively and effectively . 8) Ability to build rapport , listen actively to the customers. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications. Walk-In Interview Date - 18th June 2025 Time - 10 to 4 PM Address - Bajaj Allianz Life Insurance Company Limited 15, 716, 721 & 742, 7th Floor, Dlf Tower, Shivaji Marg Moti Nagar New Delhi - 110015 Meet with "Ritika Joshi"

Recruit and manage a team Leader of Life Insurance Drive team activation, conduct field activities, provide training and mentoring, ensure performance, and independently build a strong market presence in Sagar and surrounding areas. Required Candidate profile Min. 3+ yrs in BFSI with 6+ months Life Insurance exp. Graduate, age 25–45, with fieldwork & leadership skills. Local market knowledge of Sagar preferred. Must have sales & t team handling ability.

Relationship Manager / Senior RM with AGEAS FEDERAL Life Insurance Company - Bancassurance Channel CTC : 3 - 4.5 Lakhs + incentives Handle 2 to 3 bank branches , convert bank leads into sales . Relationship Management Cross Selling Required Candidate profile Looking graduates with minimum 6 months of sales exp in Insurance / banking / financial products Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

Relationship Manager / Senior RM with AXIS MAX Life Insurance Company - Bancassurance Channel CTC : 3 - 4.5 Lakhs + incentives Handle 2 to 3 bank branches , convert bank leads into sales . Relationship Management Cross Selling Required Candidate profile Looking graduates with minimum 6 months of sales exp in Insurance / banking / financial products Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

Relationship Manager / Senior RM with AXIS MAX Life Insurance Company - Bancassurance Channel CTC : 3 - 4.5 Lakhs + incentives Handle 2 to 3 bank branches , convert bank leads into sales . Relationship Management Cross Selling Required Candidate profile Looking graduates with minimum 6 months of sales exp in Insurance / banking / financial products Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

Openings for RM / SRM / ERM - Direct Marketing Channel - LIFE INSURANCE Direct sales of various life insurance policies from open market and company leads. Develop new business from existing customers Achieve monthly sales targets CTC : 3 - 7 Lakhs Required Candidate profile Candidates from Life insurance Sales /BFSI Sales / financial services sales only preferred. CTC negotiable based on current CTC Send your CV to bookmark.hr@gmail.com or Whatsapp to 9746475326

Relationship Manager / Senior RM with Edeelweiss Tokio Life Insurance Company - Bancassurance Channel - ESAF bank CTC : 2.5 - 4 Lakhs + incentives Handle 2 to 3 ESAF bank branches , convert bank leads into sales Relationship Management Cross Selling Required Candidate profile Looking graduates with minimum 6 months of sales exp in Insurance / banking / financial products Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

The role entails direct customer interaction & is responsible for business acquisition of current account. Explain & sell banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers Required Candidate profile High degree of market awareness & understanding of customer's need Collaborate with other branch departments If Interested then call or whats app Hr Muskan @ 9867296081