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2 - 4 years
1 - 3 Lacs
Gurugram, Delhi / NCR
Work from Office
" Position Title: Corporate Account Manager Department : HDFC BB Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations Reports to Territory Sales Manager Qualification : Graduate Experience: 1 - 3 years in Sales (Insurance/Financial Service Background) CTC: Up to 3.50 Lacs J Key Result Areas: Sales J Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan ¢ Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced ¢ Tapping the right database of the branch and ensure authentic documentation ¢ Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively ¢ Prospect and meet customers within and outside the Branch as when required ¢ To develop, agree and implement short term and long term plans to achieve sales targets ¢ To achieve branch RM activation targets ¢ Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. ¢ Seek commitment from the partner towards achievement of business objective Relationship Management: Managing the relationship between internal team and channel partner so as to Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner ¢ Provide all possible support to the channel partner as a face of parent company ¢ Effectively execute all Marketing activities as per Partners requirement ¢ Ensuring timely issuance of policies with resolving all pending etc. ¢ Adhere to the customer touch-point engagement in order to service his portfolio of customers ¢ To maintain the desired persistency ratio ¢ Prompt post-sales service with respect to all domains ¢ Strategize and interact closely with the RM on business plan execution Ensure Compliance ¢ Ensure compliance to internal sales process & other compliance standards ¢ Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team Ensure Compliance ¢ Ensure compliance to internal sales process & other compliance standards ¢ Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team MIS & Reporting ¢ Adhering to the Training Road map. ¢ Providing timely reports to the Supervisor as per the requirement. ¢ Adhering to the TALIC code of conduct. Skills Required: Technical: ¢ Product/Subject matter expertise ¢ Business perspective & planning ¢ Finance / Insurance industry awareness ¢ Self-management ¢ Problem solving skills ¢ Peer level co-ordination and influencing skills
Posted 2 months ago
- 3 years
1 - 3 Lacs
Bengaluru
Work from Office
Designation: Relationship Manager Lead will be provided by the company Sell the life insurance products to the customers Sell in life insurance products through bank Share resume on what's App 8956244952 MBA Fresher can apply2025,2024 and2023 Passout Required Candidate profile Candidates have experience in Life Insurance sales Age Limit :22- 35 Fresher can apply 2025,2024 and 2023 Passout we have opening in Bangalore Perks and benefits Incentives
Posted 2 months ago
2 - 7 years
2 - 5 Lacs
Noida
Work from Office
Virtual Relationship Manager NRI Contact : Ganesa Subramanian Number / Whatsapp : 8056659888 Whatsapp your cv -mention VRM NRI ., All the Best ! About OCC The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Business to achieve and exceed dial targets through effective use of communication skills. The Axis Outbound Contact Channel will work and focus on a new age technology which will provide the customer with a new and unique banking experience in terms of customer service.Outbound Contact Centre envisages to provide a differential customer experience. About the Role Virtual relationship managers are responsible for Cross Selling (assets) business of the bank by exploring business opportunities from existing customers of the Bank. Digital RM is situated in the Outbound Contact Centre and are responsible for selling Loan products and services to customers based on their needs. They are responsible for handling queries to ensure customer satisfaction. Key Responsibilities The following to be carried through remote digital media viz. phone call, email:Work within the RM Hub to cater the service needs of NRI Customers.The Digital RM to achieve the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to him/her.The Digital RMs to provide premium customer service delivery to his/her mapped NRIportfolio.The Digital RMs to work on CASA deepening and NTB lead generation.Digital RMs to also assist in providing NDIAS services.Client Outreach - Manage the NRI portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs.Revenue Targets - Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products.Technical Skills- Effectively utilizes all applications, tools, and databases used to process transparent end to- end client support. Proficient with systems related to Banking transactions and services.Controls- Strictly adheres to internal control policies. Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations.Customer Service and Sales - Up selling, cross- selling, providing regular market information and updates to the customers. Extremely efficient servicing of requests to create a superior customer experience. Act as the Single Point of Contact for customer s Banking Requirements. Qualifications Optimal qualification for success on the job is: Graduate or Post graduate from a recognized institution. 2- 5 yearsrelevant role/ BFSI sector. Role Proficiencies: For successful execution of the job, a candidate should possess the following: Good communication skills in both English and local language. Excellent lead generation and conversion skill. Ability to handle pressure and meet deadlines. Ability to successfully work as a part of a team. High sales orientation to meet the sales targets consistently. Strong willingness to work in Relationship Management; Banking operations and products including investment products Prior experience in Sales. Knowledge of Mutual Fund, Life insurance, General insurance, PMS and structure products. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department. AboutAxis Incorporated in 1994, Axis Bank is one of Indias most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool.The Bank has a young & engaged workforce of over 60,000 employees, with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way. Role & responsibilities Preferred candidate profile Perks and benefits
Posted 2 months ago
1 - 3 years
2 - 4 Lacs
Anakapalle, Vijayawada, Bhimavaram
Work from Office
Position : Business Development ASSOCIATE product :- genreal insurance Location:ankapalli , managalgiri , tadepalligudem , BHIMAVARAM , VIZAG Salary: 25,000 - 35,000 (In hand) + Incentives (15000 & above) Perks: PF, ESIC, Petrol Allowance & 5lk Health Insurance Eligibility: Male candidates (Age: 22-35 ) Degree + sales expeience *Don't miss this opportunity! Walk in with your resume & grab the job! Forward to Your family and frnds. Interested candidates can reach us on WhatsApp - 7330714328 (MADHAVI HR)
Posted 2 months ago
7 - 12 years
10 - 17 Lacs
Kolkata, Delhi / NCR, Mumbai (All Areas)
Work from Office
Maintain professional relationships with leadership teams to minimize escalations and ensure timely service resolution.Maintain professional relationships with leadership teams to minimize escalations and ensure timely service resolution.
Posted 2 months ago
1 - 6 years
2 - 7 Lacs
Chennai
Work from Office
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 Sneha @ 9004866814
Posted 2 months ago
1 - 6 years
2 - 7 Lacs
Kochi, Thrissur
Work from Office
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 Sneha @ 9004866814
Posted 2 months ago
5 - 10 years
7 - 16 Lacs
Pune, Delhi / NCR, Mumbai (All Areas)
Work from Office
To derive Insurance Business from assigned Relationship/Channel partner in an area or zone, to convince the relationship so they can convince their customer to invest in insurance. To ensure all the pre and post sales support and services Required Candidate profile Age: not more than 35 Years, BANCA ,Life Insurance,Team Handling experience is a must max ctc 16lpa
Posted 3 months ago
1 - 6 years
3 - 5 Lacs
Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)
Work from Office
Handle walkin customers of Channel partner bank Meet with customers on appointment basis Sell LI & other investments of the company Call or whatsapp 7400183801 (Priyanka)
Posted 3 months ago
2 - 7 years
2 - 4 Lacs
Kolkata, Candore
Work from Office
Send CV & Call on 6352491038 (Viram ) 100% lead will be provided Educate the Customer about the product To close the leads provided by Company work on leads with walking customers
Posted 3 months ago
1 - 6 years
2 - 7 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Must be a graduate Should be comfortable with field sales Must have a bike Should have at least 1 year of Sales Experience Life insurance experience is preferred Age limit up to 40 years Candidates Can Call @HR Ankita 9101286673
Posted 3 months ago
1 - 6 years
2 - 3 Lacs
Ghaziabad, Moradabad, Muzaffarnagar
Work from Office
For More Information Call/Message on 6352456059 *On Role Job *Leading teams *Building customer relationships *Generating leads * Visiting potential customers *Meeting monthly business targets. Required Candidate profile *Graduation Must *Age: 21 to 40 years *1years in sales and marketing industry *Bike Must *Good Communications Skills
Posted 3 months ago
1 - 5 years
0 - 2 Lacs
Dhamtari, Kawardha, Raipur
Work from Office
Direct call:- 6352461579 Work on leads provided Handle walk-in customers Give refrences Earn effective incentives Required Candidate profile Looking for a local candidate. Must have bike Should be graduated Aged between 21-38 Should have sales experience
Posted 3 months ago
2 - 7 years
2 - 3 Lacs
Dehradun, Pune, Lucknow
Work from Office
Selling life insurance against loan. Managing Bank business on daily basis by visiting points of sales in set existing relationships within a defined territory by meeting branch managers, loan officers, and regional managers. Required Candidate profile minimum 1 y experience in Life insurance any channel Or Loan Sales from any BFSI / NBFC Company( HL,Business, MSME,LAP) age max 33 call/whatsapp- 7008628064 (Tapaswini)
Posted 3 months ago
1 - 6 years
2 - 4 Lacs
Bengaluru
Work from Office
Responsibilities: 1.Maintain relationship banks and generate leads to open demat accounts. 2.Manage people and follow up on leads generated to open accounts. 3. Its a managerial role. No Third Party Targets No Insurance Bangalore & Mangalore Provident fund Health insurance Annual bonus Sales incentives
Posted 3 months ago
1 - 3 years
3 - 3 Lacs
Ratlam, Chhindwara, Rajnandgaon
Work from Office
Minimum 1-2 years of experience in Bancassurance with an insurer, preferably in Life Insurance (LI). Product Knowledge: Strong knowledge of life insurance products and small finance bank operations.
Posted 3 months ago
1 - 2 years
2 - 3 Lacs
Pune
Work from Office
Company Name :Turtlemint Insurance Position: Relationship Manager Location - Pune Age Limit: Up to 40 years. Location - Shivajinagar ( Pune) Education =Graduation Offered CTC: 1.5 4 LPA. Experience Required: Minimum 1 year in Insurance Health insurance Annual bonus Sales incentives Performance bonus Provident fund Gratuity Flexi working Onsite creche facility
Posted 3 months ago
1 - 6 years
2 - 3 Lacs
Nagpur, Ahmedabad, Surat
Work from Office
1 New Account Activations 2. Lead Generation callout 3. Cross Sell and Up Sell calling 4. Connect with the leads as provided by the bank for providing them demo on the online and mobile platform. 5. Resolve basis level online trading related queries such as password reset, user blocked, fund transfer issue etc and enable customer to trade with ease 6. Connect with the prospects who have expressed interest through our various campaigns run on our ABM Website and various applications 7. Present the product and proposition to the prospects, seek meeting appointments and convert the clients.
Posted 3 months ago
5 - 10 years
10 - 12 Lacs
Ahmedabad
Work from Office
1. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) Drive partner sales team activation & lead generator (LG) activation through regular engagement with partner branch staff Reviews & Governance Ensuring discipline & rigor of daily sales activities, DSR & LMS input. Regular review & tracking of team performance. Building team capability through regular training interventions Research & Analysis 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 Role & responsibilities 1. 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 2. 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 3. 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 Training Team Marketing Team Business Team IT Team Regards Amrapali Jadhav
Posted 3 months ago
1 - 5 years
3 - 3 Lacs
Kolkata
Work from Office
Role & responsibilities -Life Insurance with Banca Sales -Branch Banking sales Preferred candidate profile Life Insurance Banca/Direct Candidates can apply
Posted 3 months ago
1 - 2 years
2 - 5 Lacs
Madurai, Chennai, Coimbatore
Work from Office
* 50 % Leads will given by company (Head office) * Call and Fix Appointment with Customer * Meeting customer directly and trying to close the business * Maintain long term relationship with customers.
Posted 3 months ago
1 - 6 years
2 - 5 Lacs
Chennai, Bengaluru
Work from Office
Should Have Good Communication Skills Should Have Min 1 Year Sales Experience Build Good Relationship With HDFC Bank RM Making Outbound Call HDFC Bank RM Will Provide Customers Lead Candidates Can Call @HR Shivangi 6307191538
Posted 3 months ago
1 - 6 years
2 - 7 Lacs
Kolkata
Work from Office
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
Posted 3 months ago
1 - 6 years
2 - 7 Lacs
Guwahati
Work from Office
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
Posted 3 months ago
- 4 years
1 - 3 Lacs
Sriganganagar
Work from Office
Hi, Walk-in Interviews at SBI Securities. Position- Relationship Officer Locations- Ganganagar CTC- 2.50- 3Lpa Work- Demat Sales (Banca Sales) Role & responsibilities Source Demat business via allotted bank branches. Key focus areas acquiring broking clients Acquiring clients for Demat Accounts and activating them for investments. Cross sell other products as directed time to time. Providing clients with Demo & handhold to initiate trading activities after account opening. This position will be on payroll of SBICAP Securities Ltd on fixed term contract which will be renewable as per performance and company norms. Hiring Fresher/experience candidate or graduate between 2019-2024 can apply. Preferred candidate profile * Person with good knowledge of Investments, Stocks and Share market. Perks and benefits * Lucrative Incentive Policy. Thanks, Tulsi- HR
Posted 3 months ago
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