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14.0 - 17.0 years
17 - 19 Lacs
Kanpur
Work from Office
Relationship Management with the Axis Circle Head, Circle Business Managers, Segment Heads and Branch Heads With the advent of cluster formation relationship management with the Branch Heads in order to achieve business targets and builds a progressive partnership with the bank. Provide inputs to the CRM and make plans for achievement in order to support and contribute to Axis Bank Strategy. Periodic Analysis of the performance, Counsel and Mentor performance, Conduct Fortnightly PRPs with the RA and ASMs and Facilitate performance management. Business Plan- Adj MFYP (Rs.) - Plan v/s Actuals Activation plan- Seller Activation (%) - Plan Vs Actual Red Branches Turnaround of Red Branches as per Plan Achieve Product Mix & Case Size Plan- 1. Product Mix (By Value) - Plan Vs Actual 2. Case Size Plan Vs actual
Posted 2 weeks ago
0.0 - 5.0 years
2 - 7 Lacs
Nashik
Work from Office
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
Posted 2 weeks ago
1.0 - 6.0 years
3 - 4 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Candidate Should Have Good Communication Skills Candidate Should Have Min 6 Months Sales Experience Build Good Relationship With Branch Staff Handling Walking Customers Ready to Visit Field If required Candidates Can Call @hr kavita 9318460257
Posted 2 weeks ago
1.0 - 6.0 years
2 - 3 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Candidate needs to have Life Insurance Experience Candidate needs to be comfortable with field sales Candidate needs to have a 2 wheeler Interested Candidates can contact HR Varun- 9310054306/ Whatsapp- Resume
Posted 2 weeks ago
3.0 - 7.0 years
5 - 8 Lacs
Bengaluru
Work from Office
Roles and Responsibilities Building synergy with Regional Office. Driving the sales of Credit Card. Collection Management. Visibility Management. Execution of BTL (Below the Line) activities. Document management, KYC, AML compliances. Will be responsible for managing a team of Off-Roll Sales employees Desired Candidate Profile Good oral and presentation skills. Good interpersonal and problem-solving skills. Self-motivated, goal oriented and multitasking. High energy and ability to create good relationship with Bank Staff Minimum Experience For Regional Relationship Officer Post Graduate with minimum 1 years of experience.( Retail Assets and Credit Cards) Graduate with minimum 3 years of experience. ( Retail Assets and Credit Cards) For Deputy Regional Relationship Officer Graduate with minimum 1 year of experience. (Retail and Credit Cards) Maximum Age : 45 Years as on date of receipt of Application
Posted 2 weeks ago
3.0 - 8.0 years
5 - 7 Lacs
Chennai
Work from Office
Role Details Key Account Managers are responsible for acquiring new customers, increasing banks liability base, servicing walk-in-customers and covering all the needs of the mapped clients Overall Job Description To acquire new clients through leads and family accounts grouping To grow the liability base (CASA/FD) of the bank by deepening relationships of mapped customer base To sell bank and third party products like LI, GI, Home Loans, Credit Cards, and Personal Loans etc. To service clients covering all their banking needs including bank/3rd party products To meet / call mapped clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products To conform to processes of the bank and have a high focus on compliance Education Essential requirement: Graduate / Post Graduate, preferred exposure to financial subjects Work Experience Essential requirement: 3 - 6 years of sales experience from Banking / Insurance only into acquisition role. Desired / Functional Traits Knowledge of Banking products and processes. Experienced into client acquisition with strong relationship management skill with a (Candidates with existing set of customers are preferred) Age maximum 34 Please share CV to sathishkumar1@indusind.com
Posted 2 weeks ago
2.0 - 7.0 years
2 - 4 Lacs
Panaji, Mumbai, Nagpur
Work from Office
• Drive sales and achieve targets by building relationship with Existing Customers & exploring Cross Selling / Reference Selling opportunities. • Ensure Renewal is collected to keep every policy live. Sales Process Management. Required Candidate profile age - 36 max must have 2 years exp in Banca channel in Life insurance company for more job detail call / whatsapp your cv - 7008628064 (Tapaswini )
Posted 2 weeks ago
2.0 - 6.0 years
2 - 4 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
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 asmita.dewalkar@kotak.com 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. 9. Candidate will be seating in the premises of Kotak Bank.
Posted 2 weeks ago
2.0 - 7.0 years
1 - 4 Lacs
Bengaluru
Work from Office
Virtual Acquisition Manager NRI Bangalore (ONLY MALE CANDIDATES) Location : Whitefield Bangalore Shift : Night Shift Contact : Ganesa Subramanian Whatsapp : 8056659888 (share your resume) Good English communication About OCC: Outbound Contact Center engages with the Axis Bank customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. The Outbound Contact Centre supports the respective Line of Business to achieve and exceed dial targets through effective use of communication skills and envisages to provide a differential customer experience About the Role: The Virtual Acquisition Manager (VAM) uses business acumen, operational knowledge and impactful client interactions to identify and deliver the right product solution to prospective customers and explore other cross-sell opportunities to them. The Virtual Acquisition Manager (VAM) needs to be proficient in the core NTB liability product being offered andpossess working knowledge of Retail Asset products, Banking operations, Investment options and Cardproducts Key Responsibilities Manage the liability product acquisition thru leads from digital channel and propensity bases, delivering our prospective liability clients a superior customer experience. Acting as a single point of contact till the customer is on boarded. Achieve the monthly assigned business targets through effective conversion ratio, right product mix, defined average sourcing value and cross-sales generating fee income across investment, assets and cards. Effectively utilize all applications, tools, and databases used to process transparent end to-end client support. Proficient with systems related to Banking transactions and services Strictly adhere to the internal control policies and ensure that the organization's activities are carried out in accordance with the set guidelines Qualifications: Optimal qualification for success on the job is: Graduate or Post graduate from a recognized institution. 2- 5 years relevant role/ BFSI sector. Role Proficiencies: For successful execution of the job, the candidate should possess the following: Proficiency in systems related to Banking transactions and services. 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. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department.
Posted 2 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
Kochi/ Cochin, Kottayam, Muvattupuzha
Work from Office
Vacancy for BDM / ASM / Sales Manager - HDFC Life Insurance company CTC: 3 - 5.5 Lakhs + incentives Locations: All over Kerala Recruiting a team of 7 -10 insurance agents & achieve sales targets through them Send CV to bookmark.hr@gmail.com Required Candidate profile Graduates with 1 year field sales experience can apply Vacancy- All over Kerala CTC : 3 - 5.5 Lakhs CTC negotiable based on current CTC Send CV to bookmark.hr@gmail.com / Whatsapp - 9746475326
Posted 2 weeks ago
1.0 - 4.0 years
3 - 4 Lacs
Nagaon
Work from Office
Role & responsibilities - Life Insurance Sales - Banca Vertical - Maintain wallet share - Business Development with Partner RM/BM Preferred candidate profile Life Insurance - Banca Vertical (PSU Bank)
Posted 2 weeks ago
1.0 - 4.0 years
3 - 4 Lacs
Naharlagun
Work from Office
Role & responsibilities - Life Insurance Sales - Banca Vertical - Maintain wallet share - Business Development with Partner RM/BM Preferred candidate profile Life Insurance - Banca Vertical (PSU Bank)
Posted 2 weeks ago
1.0 - 4.0 years
3 - 4 Lacs
Tinsukia
Work from Office
Role & responsibilities - Life Insurance Sales - Banca Vertical - Maintain wallet share - Business Development with Partner RM/BM Preferred candidate profile Life Insurance - Banca Vertical (PSU Bank)
Posted 2 weeks ago
2.0 - 5.0 years
3 - 5 Lacs
Chennai
Work from Office
Job Description - Analyzing customer needs and identifying cross-sell opportunities. Explaining banking and insurance products and processes to customers. Assisting customers in choosing the most appropriate financial products. Knowing banking and insurance policies to offer the best solutions. Building customer relationships and providing after-sales services. Improving customer satisfaction and achieving Sales targets.
Posted 2 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Bhubaneswar, Kolkata, Patna
Work from Office
-Cold calling for banking products. -A Great Welcoming Personality That Encourages Relationship Building. -Converting leads (provided by company) to business. -Actively engage with customers and solve their issues give them best services. Required Candidate profile • 07-2 years experience in sales & Marketing • Graduate or above • Candidates must have their own vehicles • Must have good local Network.
Posted 2 weeks ago
5.0 - 10.0 years
4 - 6 Lacs
Warangal, Salem, Chennai
Work from Office
he would be responsible for the overall branch business and operations. His primary responsibility is business development and needs to add more IFA / Business partners, to activate and motivate the existing partners for business. Also to do various activities to generate leads for recruitment of new partners. He needs to handle the team of Unit Managers - Sales who are involved in partner recruitment and relationship management. Overall responsible for business development of the Financial Products Distribution for the given location. To oversee and manage the branch staff, including their coaching, development and discipline to help meet sales targets, strict adherence to policies and procedures, and to provide services Groom the team on product knowledge, system usages and guiding them to achieve the business objectives. Help the team to design and implement the business plans, ensuring the branch compliances, policies and process To do the regular performance review of employees and evaluate, guide them for achieving the set goal. Products: Mutual Fund, Insurance, PMS, NPS, Loan against MF, Equity & ETFs, Bonds etc. Business targets: Recruitment of Financial Products Distributor, Product sales through IFA etc. 5 - 10 yrs experience in Sales of Financial Products like Mutual Funds, Insurance etc. Preferred candidate who has worked in B2B (Business to Business) model OR Agency Model, wherein he has experience in recruitment of agents / brokers. Milki Bisht-9151206474 Email id milki.bisht@nlbtech.in
Posted 2 weeks ago
1.0 - 2.0 years
2 - 5 Lacs
Chennai, Coimbatore, Bengaluru
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 2 weeks ago
0.0 - 4.0 years
2 - 4 Lacs
Hyderabad, Bengaluru, Delhi / NCR
Work from Office
Should Have Good Communication Skills BFSI sales experience candidates can apply Life Insurance sales experience is preferred Open for Field work Bike is mandatory Freshers are also welcome Candidates Can Call @HR Neebha 8384075250 & WhatsApp CV
Posted 2 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Mumbai, Chennai, Bengaluru
Work from Office
Candidate should be comfortable for field work Should Have Min 1 Year Sales Experience Build a Good Relationship With Bank RM Sell life insurance to walk-in customers Must be a graduate and have a bike Candidates Can Call @HR Ankita 9101286673
Posted 2 weeks ago
0.0 - 5.0 years
3 - 4 Lacs
Kochi, Thrissur, Thiruvananthapuram
Work from Office
Job title: - Direct Sales Relationship Manager. Location: - Thiruvananthapuram, Kochi, Kottayam, Thrissur. 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. 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.
Posted 2 weeks ago
1.0 - 6.0 years
2 - 3 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Candidate needs to have Life Insurance Experience MANDATORILY Candidate needs to have proper sales and BFSI Experience Candidate needs to be comfortable with field sales Interested candidates can call HR Varun- 9310054306/ Whatsapp- Resume
Posted 2 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
Kota, Udaipur, Chittaurgarh
Work from Office
Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff Sale Life Insurance Product , Lead generation Bank Client Required Candidate profile Lead Generation Work Spearhead all lead generation initiative from the bank – whether through walk-in, data mining, referrals, etc.
Posted 2 weeks ago
1.0 - 4.0 years
3 - 4 Lacs
Itanagar
Work from Office
Role & responsibilities - Life Insurance in Banca Vertical Preferred candidate profile Life Insurance in Bancassurance
Posted 2 weeks ago
0.0 - 5.0 years
3 - 3 Lacs
Jamshedpur
Work from Office
Primary Role: To develop the insurance business in assigned area by supporting the Sales Team. Strategic planning for business development of insurance product in coordination with Branch Manager. Training of the advisors on Product, Processes and Policies as defined by Head office. Relationship building with insurance companies and liasioning for various activities. Activity Planning, Execution and overall management. Operational Assistance to various mapped branches for logins and issuance. Involvement in doing Business Opportunity Presentation for bringing new advisors in the business. Required Candidate profile: 1. Willing to Work For Sales. 2. Good convincing Power & Good Communications skills both verbal and written. 3. Team handling experience candidate preferred. 4. Must have a Sales Attitude. 5. A Positive and go getter attitude & strong team culture. Job location : Jamshedpur branch. Experience: "MBA fresher" OR "Graduate with minimum 3 yrs exp. in insurance sales". Salary : 3.50 LPA to Rs 3.75 LPA (Fixed ctc will be depend on the number of years experience) + Performance Annual Incentive + ( Mobile Reimbursement + Conveyance ) + Good Appraisal and Growth. Regards Amit Sahani Human Resource Contact: 9073345450. E-mail id- amit.sahani@njgroup.in Role
Posted 2 weeks ago
1.0 - 5.0 years
3 - 3 Lacs
Kolkata, Barasat, Howrah
Work from Office
Roles and Responsibilities The Sales Manager has the responsibility of driving sales and achieving the sales target for the assigned tele 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
Posted 2 weeks ago
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Bancassurance, the partnership between banks and insurance companies to distribute insurance products, is a growing sector in India. As more financial institutions recognize the benefits of offering insurance services to their customers, the demand for bancassurance professionals is on the rise.
Entry-level bancassurance professionals in India can expect to earn around INR 3-5 lakhs per annum, while experienced professionals can make upwards of INR 10 lakhs per annum.
A typical career path in bancassurance may include roles such as Bancassurance Executive, Bancassurance Manager, Senior Bancassurance Manager, and Bancassurance Head.
In addition to bancassurance knowledge, professionals in this field may benefit from skills such as sales techniques, customer relationship management, financial planning, and regulatory compliance knowledge.
As you explore opportunities in the bancassurance job market in India, remember to prepare thoroughly for interviews and showcase your skills and knowledge confidently. With the right combination of expertise and experience, you can carve out a successful career in this dynamic and growing sector. Good luck!
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