1479 Bancassurance Jobs

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. 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.

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 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 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

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

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) 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. 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.

Develop and maintain strong relations with the channel partners Build and implement strategies to achieve revenue and market share targets in the given circle Work closely with the State Head to build circle level strategies on products and sales initiatives to help achieve revenue and sales targets Ensure proper planning and execution of the business strategies rolled out for all channels in the circle Regularly communicate about products, markets and sales tools to all channel partners Driving/Initiating executing training development on products and regulations as well as soft skills to the employees Ensure strong ground/branch level connectivity of the team by way of regular interaction and meets with employees in the circle Planning and implementing activities for the channels as well as partners resulting in business growth Manage a team to implement plans and execute at the ground level.

Urgent opening for Sales Manager / SSM- MAX LIFE INSURANCE Recruiting advisors, handling the team & generating business from them Motivate agents to achieve company's targets Reporting to BM CTC : 3 - 6 Lakhs Send your CV to bookmark.hr@gmail.com Required Candidate profile Graduates with minimum 1year sales experience can apply. CTC negotiable based on current CTC and interview performance . Experience in financial product sales is an added advantage CTC : 3 - 6 Lakhs Perks and benefits Attractive incentive structure

Urgent opening for Senior Sales Managers with MAX LIFE INSURANCE Recruiting a team of advisors, handling the team motivate agents to achieve company's targets Reporting to BM CTC : 4 - 6 Lakhs + incentives Send your CV to bookmark.hr@gmail.com Required Candidate profile Graduates with 3 years sales experience can apply. CTC negotiable based on current CTC & interview performance Experience in financial product sales will be an added advantage CTC : 4 - 6 L Perks and benefits Attractive incentive structure

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

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

Max Life Insurance Company Limited is looking for Relationship Associate - Bancassurance to join our dynamic team and embark on a rewarding career journey Customer Relationship Management Relationship Associates in Bancassurance establish and maintain strong relationships with bank customers They engage with customers to understand their insurance needs, provide information about available insurance products, and offer personalized solutions based on individual requirements Insurance Product Knowledge They develop a comprehensive understanding of the insurance products offered by the bank This includes life insurance, health insurance, general insurance, and other relevant insurance solutions They stay updated on product features, benefits, terms, and conditions to effectively communicate the offerings to customers Sales and Cross-Selling Relationship Associates actively promote and sell insurance products to bank customers They identify cross-selling opportunities by analyzing customer profiles and financial needs They explain the features and benefits of insurance products, address customer queries, and guide customers through the insurance purchasing process Needs Analysis and Solution Design They conduct needs analysis for customers to determine their insurance requirements They assess the customer's risk profile, financial goals, and coverage needs Based on the analysis, they design suitable insurance solutions that align with the customer's preferences and financial capabilities Documentation and Application Processing Relationship Associates assist customers with the completion of insurance application forms and related documentation They ensure accuracy and completeness of information provided by customers and facilitate the smooth processing of insurance applications Customer Service and Support They provide ongoing customer service and support to address inquiries, claims processing, and policy servicing requirements They act as a point of contact for customers throughout the insurance policy lifecycle, resolving any issues or concerns that may arise

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

Banking Main client contact for all banking relationships User Administrator on all banking systems, plus control and oversight of all other administrators Oversight and control of Master Bank Account List Active role in maintaining liquidity across client accounts through use of Money Market Deposits – attendance at liquidity review meetings Control of bank account signatory lists, maintaining, updating etc Maintain Apex Corporate Trustees policies Maintain business org charts Devising and maintaining central spreadsheets for example: Execution Register CTU payment request spreadsheet Powers of Attorney Run Apex Corporate Trustees (UK) Projects, for example: The transfer of banking systems from Lloyds CBO to Lloyds Gem Transfer of RBS bank accounts to Lloyds Review of Archiving records, spreadsheets, making more efficient Pensions Governance New Business Questionnaire Operational Excellence – review and improve processes Managing staff as required – oversight of Apex Corporate Trustees India team reporting into UK DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Job description Role & responsibilities The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. Set and monitor clear objectives to achieve the agreed sales targets for the partners. Help partners to generate and track leads, close sales. Help partners to upsell and cross sell to customers basis need analysis Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times Take regular feedback from partners and customers on satisfaction on selling process and products Review Sales plan of the partner and support their growth. The employee will be on payroll of Kotak Life but will seat in the premises of Kotak Mahindra Bank.Role & responsibilities Preferred candidate profile

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

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

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

Post : Branch Sales Manager Recruit and train agents to sell life insurance plans Motivate agents to meet their sales targets Guide agents on product knowledge and field sales Monitor daily performance and support for closures Required Candidate profile • Graduation Must • Must have 1 year of experience in Banking / Finance / Insurance / Loan / CASA Sector • Good Communication skills • To clear any confusion direct contact on : 78619 85887 HR Janak Perks and benefits Incentive + PF + Mobile with Several

Post : Direct Sales Officer Work closely with bank staff to sell life insurance products Meet customers at the branch and explain policy benefits Help customers choose the right plan based on their needs Achieve monthly and quarterly sales targets Required Candidate profile • Education : Any Graduate With Good Communication • Must have 1 YEARS of experience in BFSI OR Life Insurance Sales • Age : 22 to 32 Yrs Contact : 90991 10239 HR Nikul Perks and benefits Incentives + Allowances + Fast track Promotion

1.To sell Life insurance products through the assigned Bank branches by building long term relationship with the bank. 2.Building Relationship and Motivate branch staff to help generate leads. 3.Selling Insurance through leads from Bank Required Candidate profile • Age between 23 - 37 yrs • At least 1-1.5 year of Sales experience in Insurance or Banking Sector Perks and benefits 2.5K Travel &1.5K Mobile Allowances per month