4255 Bancassurance Jobs - Page 17

Max Life Insurance Company Limited is looking for Relationship Associate - Bancassurance to join our dynamic team and embark on a rewarding career journey A Relationship Associate in Bancassurance is a role within the banking sector that focuses on building and maintaining relationships with customers in relation to insurance products and services offered by the bank Bancassurance refers to the distribution of insurance products through banks, leveraging their existing customer base and distribution channels Here are the key responsibilities of a Relationship Associate in BancassuranceCustomer Relationship Management Relationship Associates in Bancassurance establish and maintain strong rela...

Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

Position Overview Position Title Relationship Manager - Bancassurance IBL Department Bancassurance IBL Level/Band Executive-209 Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations Organizational Relationships Reports To Territory Manager/ Area Manager Supervises NA Job Dimensions Geographic Area Covered Branches / Cluster Stakeholders Internal Training Branch Operations Distribution Operations Stakeholders External Channel Partner Key Result Areas Organization Process Key Contributions Sales Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated bran...

JOB DESCRIPTION Job Title Relationship Associate Band 5 Reporting To Centre Manager Department Bancassurance Ujjivan/TMB/ DCB/SIB/CSB JOB SUMMARY Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sal...

JOB DESCRIPTION Job Title Associate sales manager Band 5A Reporting To Centre Manager Department Bancassurance Ujjivan/TMB/ DCB/SIB JOB SUMMARY Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mind share from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale...

JOB DESCRIPTION Job Title Relationship Associate Band 5 Reporting To Centre Manager Department Bancassurance Ujjivan/TMB/ DCB/SIB/CSB JOB SUMMARY Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sal...

JOB DESCRIPTION Job Title Relationship Associate/ Associate Sales Manager/Financial Sales Manager Band 5/5A/5B Reporting To Centre Manager Department Bancassurance - Yes Bank JOB SUMMARY Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner KEY RESPONSIBILITIES Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate.a Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s...

Career Opportunities Position Center Manager- Bancassurance Band 4 Reporting to Regional Manager - Bancassurance Function Bancassurance- YBL Sales Key Responsibility Areas Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined cluster (40 and odd branches) and building a progressive partnership with the bank. Manage the discrepancies at the cluster level, provide support for ongoing issue resolution, manage initiatives deployed, providing induction and on-the-job training for Ops processes and workflows to team in order to achieve operations excellence & derive customer satisfaction. Participate in the hiring process, Counsel and Men...

Role Location Managing Partner (AVP), Kotak Agency - Field Sales (L6) Experience:: 7-12 yrs 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 ...

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

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

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 – Banca Sales (L3) Education andExperience- Graduation mandatory 2-3 yrs. 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 / PositionHO / Corporate office based EducationGraduate / Post Graduate Experience0 - 15 years DepartmentSales Support / Enabled Work LocationGoregaon (East), Mumbai

RoleLocation Managing Partner (DVP), Kotak Agency - Field Sales (L6/7) Experience 7-12 yrs 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 o...

RoleLocation Managing Partner (AVP), Kotak Agency - Field Sales (L6) Experience 7-12 yrs 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 out...

Role – Manager – Banca Sales (L3) Education andExperience- Graduation mandatory 2-3 yrs. 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

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 – Deputy Manager – Banca Sales (L2) Education andExperience- Graduation mandatory 2-3 yrs. 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 – Manager – Banca Sales (L3) Education andExperience- Graduation mandatory 1-7 yrs. 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 – 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...

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