1378 Banca Jobs - Page 40

Urgent Opening for Relationship Manager / Senior RM / Bancassurance Manager with leading Insurance companies - Bancassurance Channel CTC : 3 - 5.5 Lakhs + incentives To Handle 2 to 3 branches of the assigned bank , convert bank leads into sales Required Candidate profile Looking graduates with minimum 1 year sales exp in Insurance / banking / financial products / BFSI Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

. Key Highlights of the Role: Managing and driving Demat and Investment product sales through Banca channels. Building and nurturing strong relationships with bank branches to generate consistent business. Cross-selling and up-selling financial products like Mutual Funds, Equities, and other investment solutions. Target-driven role with excellent growth prospects in the capital markets space. We are looking for professionals with 1-3 years of experience in Banca, Demat sales, or BFSI channel sales who are passionate about building long-term client relationships and driving investment product penetration.If this opportunity interests you, please feel free to share your updated resume, and I would be happy to discuss the details further. Alternatively, you can also reach me at 9840639517.

Business Planning – Projections and plans for business numbers, cohort modelling, controlling expenses and COA, internal management facing reports and forecasting

The candidate primary responsibility is to manage Bank Tie Up at Branch Level for the Company. Responsible for managing relationship, training bank employees and achieving sales targets for the Bank. Sales target achievement.

• 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 For better reach you can share your CV @ Karan | 7861004785

Bancassurance

Candidate needs to be comfortable with field sales Candidate needs to have minimum 6 months of sales experience, Life Insurance and BFSI Experienced candidates will be preferred Interested candidates can contact HR kavita 9318460257/ Whatsapp Resume

Bancassurance

candidate should have experience in insurance sales health/general insurance who have 1+ on roll team handling exp with good stability channel- banca age- below 34 year cont.- 9111867370 HR Deepshikha

* Lead & manage the team ensuring business targets are met. * Manage recruitment of Sales Persons. * Develop & Implement sales strategies to achieve revenue goals. * Provide training & assign task to Sales team. * Manage Performance report of Team. Required Candidate profile Mini 2 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory Candidate should be ready for field work HR Mukthi-8469483673 M-mukthi.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Hello, Greetings from TATA AIG General insurance co ltd....!! We are hiring Relationship Manager for Rajkot, Surat, Vapi and Ahmedabad location Key Accountabilities/ Responsibilities • Responsible for Achieving overall Gross Written Premium • Team Management. • Channel Relationship Branch Visits. • Conduct Meetings • Regular training of Bank employees regarding TAGIC Products. • To maintain Renewal of Business Timely follow up with the clients. • Tracking religiously in first week of every month. • Driving Bank for retention first • To maintain the hygiene • Proper QC and issuance of premium collected. • Proactive in handling claims. • Responsible for getting new Business. • New LOBs, New product customized for Banking products. Candidate Profile: Minimum 1 year of experience in banking of general insurance products will be preferred Must be Graduate Perks and Benefits: Up to 3.5 Lakhs (Fixed compensation) + Travel Allowance + Incentive (Up to 75k every quarter) Full time/Permanent Job

Max Life Insurance Company Limited is looking for Sales Manager - Bancassurance to join our dynamic team and embark on a rewarding career journey Sales Strategy Develop and implement a comprehensive sales strategy for the Bancassurance channel in alignment with the company's overall sales objectives Identify target banks and establish strategic partnerships to expand the distribution network Set ambitious sales targets and develop plans to achieve them Relationship Management Build and maintain strong relationships with partner banks, including key decision-makers and stakeholders Collaborate with bank representatives to understand their business goals, customer needs, and market dynamics Work closely with the bank's sales teams to train, motivate, and support them in promoting insurance products to their customers Team Leadership Lead and manage a team of sales representatives specializing in Bancassurance sales Provide guidance, coaching, and training to enhance their sales skills and product knowledge Set clear sales targets and performance expectations Monitor individual and team performance, provide feedback, and implement performance improvement plans as needed Sales Planning and Execution Develop sales plans, targets, and strategies for the Bancassurance channel Monitor market trends, competitor activities, and customer preferences to identify sales opportunities and adapt sales strategies accordingly Collaborate with the marketing team to develop and implement promotional campaigns and sales support materials Product Knowledge and Training Stay updated on insurance products, industry trends, and regulatory requirements Provide training and product knowledge sessions to bank employees to enhance their understanding of insurance offerings and enable effective cross-selling Ensure the sales team is well-equipped to present insurance products and address customer inquiries Sales Performance Analysis Analyze sales data, performance metrics, and key performance indicators (KPIs) to evaluate the effectiveness of sales strategies and activities Identify areas of improvement and implement corrective actions to achieve sales targets Prepare regular sales reports and presentations for management, highlighting sales achievements, challenges, and recommendations Compliance and Risk Management Ensure compliance with regulatory requirements, internal policies, and industry standards Stay updated on insurance laws and regulations affecting the Bancassurance channel Implement effective risk management practices to mitigate operational and compliance risks associated with sales activities Relationship with Insurance Providers Foster strong relationships with insurance providers and underwriters Collaborate with them to develop tailored insurance products and services that meet customer needs and align with the bank's offerings Negotiate terms, commissions, and incentives to ensure mutually beneficial partnerships

* Lead & manage the team ensuring business targets are met. * Manage recruitment of Sales Persons. * Develop & Implement sales strategies to achieve revenue goals. * Provide training & assign task to Sales team. * Manage Performance report of Team. Required Candidate profile Mini 2 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory Candidate should be ready for field work HR Mukthi-8469483673 M-mukthi.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Build and maintain strong relationships with high net worth clients through regular interactions, understanding their financial goals, and addressing their wealth management needs Whatsapp:- 70608968888,8755911894,,9520865423 Required Candidate profile Provide guidance and support to enhance the performance of the sales team. Ensure compliance with company policies and industry regulations.

KEY RESPONSIBILITIES Training, Product, Marketing & Operations Support Zonal implementation of training strategy through the training team Ensure delivery of all mandatory trainings in the zone Disseminate product & industry knowledge across the teams in the assigned zone Ensure adequate marketing / R&R / Sales support to the front end team in the zone Ensure timely operations delivery to new / existing customers of the channel in the assigned zone Develop an overall training strategy for the channel and ensure implementation through the training team JOB SUMMARY: The incumbent will be responsible for managing all support delivery to this strategic alliance for the assigned zone; - Provide all necessary support to ensure productivity of the partner and its sales resources in the assigned zone - Manage the sales support, training, operations plus back-end processes for the zone - Ensure adequate marketing and sales promotion support where required in the zone - Support the management of business relationship between PLI and each PIRAMAL entity existent in the assigned zone - Ensure success of the PIRAMAL business in the assigned zone - Relationship Management, implementation of various processes and initiatives in the zone Implementation of an effective business model in line with recommendations of E&Y / agreement between shareholders. Meeting revenue targets - on AFYP and persistency- actual vs. plan. Quality of relationship and integration with each PIRAMAL entity Quality of process and implementation of various processes and initiatives Role & responsibilities Preferred candidate profile

Develop & execute an overall business plan covering all insurance activities across all channels based on business targets in alignment with Insurance Partners. Overall responsibility of driving business through Bank branches in the Region.

Achieve Targets (Premium & Revenue) by handing a team in order to contribute in overall growth of the company. Continuous interaction with the channel partners. ( Multiple Branch Heads of the Bank).

Be a part of Life/Health Insurance Sales Team! MBA/Graduate with minimum 5-7 years of sales experience and minimum 3 years of people management experience Experience of managing sales team in the BFSI space will be preferred Health insurance Annual bonus Provident fund

• 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 customer through tie-up Banks. Required Candidate profile Candidate Requirement: • Education: Any Graduation • Experience : Sales experience of 6+ months • Age: Between 21 to 38 years

Immediate joiners required Min 1yr Any insurance sales exp required(Life,Health,General) Age upto-35 Two wheeler mandatory Ctc+Incentives provided based on performance Interested candidate contact HR-6369423324

Immediate joiners only Min 1 yr Any insurance sales exp candidates required(Life,Health,General) Age upto-35 Two wheeler Mandatory ctc+Good Incentives provided based on performance Interested candidate contact-6369423324

esponsible for business target achievement of team by driving sale of life insurance products to Branch Banking customers of partner bank; team size of 8 to 10 Relationship Managers Regional Manager Regional Manager Regional Manager Regional Manager Regional ManagerRegional Manager Deputy Regional ManagerDeputy Regional ManagerDeputy Regional ManagerDeputy Regional ManagerDeputy Regional Manager Deputy Regional ManagerDeputy Regional ManagerDeputy Regional ManagerDeputy Regional ManagerDeputy Regional ManagerDeputy Regional Manager Deputy Regional ManagerDeputy Regional ManagerDeputy Regional Manager Deputy Regional Manager Deputy Regional ManagerDeputy Regional Manager Area ManagerArea ManagerArea ManagerArea Manager Area Manager Area Manager Area ManagerArea Manager Drive partner sales team activation & lead generator (LG) activation through regular engagement with partner branch staff. Ensuring discipline & rigor of daily sales activities, DSR & LMS input. Regular review & tracking of team performance. Building team capability through regular training interventions. To organize sales campaign, product launches and conduct training at partner branches. Ensuring adherence to end to end business process with in the specified timelines. Adhering to regulatory requirements & monitoring quality of business. Ensuring timey resolution of queries and complaints, and controlling the instances of adverse customer experience. . MAJOR CHALLENGES (Challenges faced on an on-going basis in carrying out the job) . DECISIONS (Key decisions taken by job holder at his/her end) Following decisions are taken by the role: . 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 . DIMENSIONS (Key numerical data which will reflect the scope and scale of activities concerning this job) Financial Dimensions (These should be quantifiable numerical amounts) Other DimensionsRole & responsibilities Regards Amrapali Jadhav

JOB SUMMARY: Relationship Associate/ Associate Sales Manager/Financial Sales Manager Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner Required Candidate profile MINIMUM EXPERIENCE: Graduate 1years of experience in sales Good communication skills–English & regional language (mandatory) Age group: 21-28 years Preferably has own conveyance

Work on leads & references Sell Life Insurance & other investment of the company Regards, Rukhsar 8286230845 Call or WhatsApp CV

Roles and Responsibilities The Sales Manager has the responsibility of driving sales and achieving the sales target for the assigned Bank channel Drive sales and achieve targets through the bank branches Support the bank unit/tele channel unit with sales effort, in terms of generating benefit illustrations, analysing scope for business development Engage an open and trusting relationship with the bank unit staff Engage the employees of the bank channel in regular discussions to transfer knowledge about insurance, product offerings and understand their issues/ concerns about selling insurance (if any) Ensure that all service requirements are met, medicals facilitated, and customers are satisfied Spearhead all lead generation initiative from the bank whether through lead transfer, data-mining, referrals and others. Desired Candidate Profile Qualification - Min Graduate. Experience - 1yr of insurance sales exp Perks and Benefits CTC - Up to 3.5 Lakhs + Allowances and Incentives