1479 Bancassurance Jobs - Page 2

Candidate needs to have good communication skills Candidate needs to have Life Insurance experience MANDATORILY Candidate needs to have sales and BFSI Experience Interested candidates can call HR Varun- 9310054306/ Whatsapp- Resume

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 kli.krunali-kini@kotak.com or call on 9975341093 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 DNSB.

Banca Channel, Team handling of atleast 1-2 yrs responsible for Training, hand holding the team building relationship. responsible for achieving the sales target and maintain quality. Min. 5 yrs in LI & stability required of 2 yrs in current company

Max Life Insurance Company Limited is looking for Associate Agency Development Manager to join our dynamic team and embark on a rewarding career journey Recruit, train, and mentor insurance agents and agencies to promote the products and services Develop and maintain strong relationships with agents and agencies to ensure their satisfaction and retention Monitor sales performance and analyze market trends to identify opportunities for growth Provide guidance and support to agents to help them achieve their sales goals Ensure compliance with all regulatory requirements and company policies and procedures Collaborate with internal teams to ensure timely and successful delivery of products and services Provide exceptional customer service to policyholders and address any concerns or complaints in a timely and professional manner Prepare and deliver presentations to agents and prospects Maintain accurate records of all sales activities and customer interactions Strong communication and interpersonal skills Strong analytical and problem-solving skills

Max Life Insurance Company Limited is looking for Associate Agency Development Manager to join our dynamic team and embark on a rewarding career journey Recruit, train, and mentor insurance agents and agencies to promote the products and services Develop and maintain strong relationships with agents and agencies to ensure their satisfaction and retention Monitor sales performance and analyze market trends to identify opportunities for growth Provide guidance and support to agents to help them achieve their sales goals Ensure compliance with all regulatory requirements and company policies and procedures Collaborate with internal teams to ensure timely and successful delivery of products and services Provide exceptional customer service to policyholders and address any concerns or complaints in a timely and professional manner Prepare and deliver presentations to agents and prospects Maintain accurate records of all sales activities and customer interactions Strong communication and interpersonal skills Strong analytical and problem-solving skills

Max Life Insurance Company Limited is looking for Associate Agency Development Manager to join our dynamic team and embark on a rewarding career journey Recruit, train, and mentor insurance agents and agencies to promote the products and services Develop and maintain strong relationships with agents and agencies to ensure their satisfaction and retention Monitor sales performance and analyze market trends to identify opportunities for growth Provide guidance and support to agents to help them achieve their sales goals Ensure compliance with all regulatory requirements and company policies and procedures Collaborate with internal teams to ensure timely and successful delivery of products and services Provide exceptional customer service to policyholders and address any concerns or complaints in a timely and professional manner Prepare and deliver presentations to agents and prospects Maintain accurate records of all sales activities and customer interactions Strong communication and interpersonal skills Strong analytical and problem-solving skills

Max Life Insurance Company Limited is looking for Associate Agency Development Manager to join our dynamic team and embark on a rewarding career journey Recruit, train, and mentor insurance agents and agencies to promote the products and services Develop and maintain strong relationships with agents and agencies to ensure their satisfaction and retention Monitor sales performance and analyze market trends to identify opportunities for growth Provide guidance and support to agents to help them achieve their sales goals Ensure compliance with all regulatory requirements and company policies and procedures Collaborate with internal teams to ensure timely and successful delivery of products and services Provide exceptional customer service to policyholders and address any concerns or complaints in a timely and professional manner Prepare and deliver presentations to agents and prospects Maintain accurate records of all sales activities and customer interactions Strong communication and interpersonal skills Strong analytical and problem-solving skills

Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers. Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions. Shall be responsible for making active the branch banking sellers and thereby achieving the activation target Ensuring LMS usage as Tracking Mechanism on line and follow up Calls. Measures of Success Business Plan- Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned Protection Sales- Selling minimum of 2 policies with case size of 15k Case Size- Plan Vs Actual - as per target assigned Percentage of E sales- 50% of NOP (Excluding BDE Sales) to be on Esales platform Seller Activation- BDE Seller Activation (%) - Plan v/s Actuals FDO Seller Activation (%) - Plan v/s Actuals Persistency- Plan vs Achievement Job Specifications Graduate in Any Discipline from a UGC / AICTE approved College and University. 1 to 2 years of experience in sales, experience in Insurance will be preferred. Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management Knowledge & Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management

The Head of Training - Strategic Verticals (Yes Bank Relationship) is a strategic leadership role responsible for driving the training agenda for the Yes Bank-Axis Max Life Insurance Bancassurance Partnership across key verticals, including Rural, Business Banking, and Tele Business. This role involves designing and implementing a comprehensive training strategy to enhance the capabilities of Yes Bank employees (Service Providers - SPs), Axis Max Life Insurance Relationship Associates (RAs), and sales teams across 350+ Rural branches nationwide. The incumbent will lead a team of training professionals to deliver impactful learning solutions, leveraging a mix of digital platforms, virtual sessions, and classroom-based training. The role requires close collaboration with internal and external stakeholders to align training initiatives with business objectives, drive sales performance, and ensure regulatory compliance. Key Responsibilities Training Strategy and Design Develop and implement a training roadmap tailored to the unique needs of the Rural, Business Banking, and Tele Business verticals within the Yes Bank-Axis Max Life Insurance partnership. Design role-specific learning journeys for SPs, RAs, branch managers, and senior leaders to ensure continuous skill development and alignment with business goals. Incorporate digital learning platforms, gamification, and blended learning models to create engaging and scalable training programs. Ensure all training initiatives align with organizational objectives, sales targets, and regulatory compliance requirements. Stakeholder Engagement and Collaboration Act as the primary liaison between Yes Bank leadership and Axis Max Life Insurance to align training strategies with shared goals. Partner with cross-functional teams, including sales, marketing, and operations, to create synergies in training delivery. Regularly engage with branch leadership and regional stakeholders to understand and address training requirements and challenges. Build strong relationships with external vendors and learning partners for content creation and delivery innovation. Leadership and Team Management Lead a national team of Zonal Training Heads and Trainers, ensuring consistent delivery of training across regions. Provide coaching and mentorship to the training team, fostering a culture of excellence and continuous improvement. Monitor performance metrics of the training team and ensure alignment with organizational KPIs. Drive professional growth and development for the team, enabling them to meet dynamic business needs. Training Delivery and Execution Oversee the execution of in-person, virtual, and hybrid training programs, ensuring high-quality delivery. Focus on critical areas such as Sales techniques and effectiveness Product knowledge and cross-sell strategies Customer experience and regulatory compliance Soft skills and leadership development Ensure training programs are aligned with business needs and address skill gaps identified through Training Needs Analysis (TNA) and Feedback Group Discussions (FGDs). Leveraging Technology for Learning Drive adoption of digital learning tools and platforms (eg, Learning Management Systems, microlearning apps) to provide flexible and on-demand learning solutions. Introduce innovative technologies like AI-based learning, simulation exercises, and virtual role-plays to enhance learner engagement and retention. Ensure the effective use of digital tools to monitor and track training participation and impact. Performance Measurement and Reporting Establish and monitor Key Performance Indicators (KPIs) for all training initiatives, including productivity improvements, sales performance, and training impact metrics. Prepare detailed reports and insights for senior management, highlighting the effectiveness of training interventions and areas for improvement. Use data-driven approaches to refine training strategies and measure ROI on learning initiatives. Key Skills Required Strategic Thinking Strong ability to design and implement impactful training programs aligned with business objectives. Leadership and Team Manag ement Demonstrated ability to lead large teams, inspire high performance, and build capabilities within a training function. Stakeholder Management Exceptional collaboration and relationship-building skills to engage with senior leaders, regional managers, and external partners. Digital Learning Expertise Proficiency in leveraging technology for training, including LMS platforms, microlearning tools, and virtual delivery methods. Communication and Presentation Outstanding verbal and written communication skills for stakeholder alignment and impactful delivery. Analytical Skills Strong data orientation to measure training impact, analyze performance metrics, and make data-driven decisions. Desired qualification and experience Educational Background Essential Graduate in Business, Human Resources, or related fields. Preferred Postgraduate degree (MBA or equivalent). Certifications like LUTCF, LOMA, AIII, or equivalents are advantageous. Experience Minimum 12-15 years of experience in training and development, with at least 5 years in a leadership role managing large-scale training operations. Extensive experience in insurance, banking, or financial services, particularly in training roles focused on sales enablement and capability building. Proven expertise in creating and delivering large-scale learning initiatives in distributed workforce environments.

Zonal Head is a senior leadership position managing the Bancassurance partnership with Yes Bank (YBL) within the designated zone and responsible for overseeing the performance, operations, and sales. The role involves managing multiple regions within the zone, driving sales growth, ensuring operational efficiency, and leading a team of regional managers, cluster managers, sales agents, and support staff. The incumbent will work closely with senior management to align strategies with the company s goals, ensuring the achievement of key performance indicators (KPIs) and business objectives within the zone. Zonal Head will be responsible for driving growth, expanding market share, and maintaining strong relationships with clients, partners, and stakeholders within the zone. Additionally, the candidate will suggest product synergies and identify various customer touch-points within Yes Bank for insurance sales opportunities and provide accurate and timely updates on competitors and best practices. Key Responsibilities Will be responsible for the Bancassurance (YBL) partnership for the assigned business unit Create and maintain engagement with National Manager/Zonal Managers/Regional managers and other key Yes Bank Head Office / Management Team members Lead a team of Zonal Managers/Regional Managers/Center manager and monitor their input/output activity for ensuring productivity and meeting all Business parameters Increasing insurance awareness and product penetration among Yes Bank s customers Increasing insurance penetration among Yes Bank staff members Suggest product synergies and capture Yes Bank s various customer touch-points for insurance sales opportunities Provide accurate and timely competitor updates/best practices Key skills required R elationship Management, Leading people, process adherence MEASURES OF SUCCESS Business Plan Adj MFYP (Rs.) - Plan v/s Actual Activation Plan Seller Activation (%) - Plan Vs Actual Collections 15th month Persistency (%) - >75% Sales process Adherence 1.Implementation of CRM 2.Governance Rhythm 3.Business Leakage & complaints Effective Management of People Talent Retention - 70% G2V2 retention - >90%. Engagement Score - 85% Key Relationships (Internal /External) Distribution leaders HR Team Training Team Planning & Analytics Team Yes Bank Management & Sales Team Desired qualification and experience Graduate/ Post Graduate in any discipline Good communication skills - English & regional language (preferred) Age group 38 - 45 years Preferably has own conveyance 15-18 years of overall exp. in sales with a minimum of 10-12 years combined work experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management.

Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers. Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions. Shall be responsible for making active the branch banking sellers and thereby achieving the activation target Ensuring LMS usage as Tracking Mechanism on line and follow up Calls. Measures of Success Business Plan- Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned Protection Sales- Selling minimum of 2 policies with case size of 15k Case Size- Plan Vs Actual - as per target assigned Percentage of E sales- 50% of NOP (Excluding BDE Sales) to be on Esales platform Seller Activation- BDE Seller Activation (%) - Plan v/s Actuals FDO Seller Activation (%) - Plan v/s Actuals Persistency- Plan vs Achievement Job Specifications Graduate in Any Discipline from a UGC / AICTE approved College and University. 1 to 2 years of experience in sales, experience in Insurance will be preferred. Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management Knowledge & Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management

Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers. Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions. Shall be responsible for making active the branch banking sellers and thereby achieving the activation target Ensuring LMS usage as Tracking Mechanism on line and follow up Calls. Measures of Success Business Plan- Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned Protection Sales- Selling minimum of 2 policies with case size of 15k Case Size- Plan Vs Actual - as per target assigned Percentage of E sales- 50% of NOP (Excluding BDE Sales) to be on Esales platform Seller Activation- BDE Seller Activation (%) - Plan v/s Actuals FDO Seller Activation (%) - Plan v/s Actuals Persistency- Plan vs Achievement Job Specifications Graduate in Any Discipline from a UGC / AICTE approved College and University. 1 to 2 years of experience in sales, experience in Insurance will be preferred. Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management Knowledge & Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management

Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers. Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions. Shall be responsible for making active the branch banking sellers and thereby achieving the activation target Ensuring LMS usage as Tracking Mechanism on line and follow up Calls. Measures of Success Business Plan- Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned Protection Sales- Selling minimum of 2 policies with case size of 15k Case Size- Plan Vs Actual - as per target assigned Percentage of E sales- 50% of NOP (Excluding BDE Sales) to be on Esales platform Seller Activation- BDE Seller Activation (%) - Plan v/s Actuals FDO Seller Activation (%) - Plan v/s Actuals Persistency- Plan vs Achievement Job Specifications Graduate in Any Discipline from a UGC / AICTE approved College and University. 1 to 2 years of experience in sales, experience in Insurance will be preferred. Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management Knowledge & Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management

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 sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance

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. 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 customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations 15 th Month collection MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance

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. 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 customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations 15th Month collection MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance

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. 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 customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions. Key skills required Communication skills Strategic thinking Product Knowledge Problem solving Time management Customer relationship management Deal closing skills Goal oriented Customer centricity. Desired qualification and experience Graduate/ Post Graduate in any discipline 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance

Tata AIA Life Insurance Company Ltd. is looking for Manager - Agency Business Associates to join our dynamic team and embark on a rewarding career journey Team Leadership: Manage and lead a team of employees, providing direction, guidance, and support to achieve departmental or organizational goals Planning and Strategy: Develop strategic plans, set goals, and create action plans to accomplish business objectives Operations Management: Oversee day-to-day operations, ensuring efficient workflow, resource allocation, and adherence to policies and procedures Budgeting and Financial Management: Manage budgets, allocate resources, monitor expenses, and contribute to financial planning Performance Management: Set performance expectations, conduct performance evaluations, and provide coaching and feedback to team members Project Management: Plan, execute, and monitor projects, ensuring timely completion, quality, and alignment with objectives

Tata AIA Life Insurance Company Ltd. is looking for Manager - Agency Business Associates to join our dynamic team and embark on a rewarding career journey Team Leadership: Manage and lead a team of employees, providing direction, guidance, and support to achieve departmental or organizational goals Planning and Strategy: Develop strategic plans, set goals, and create action plans to accomplish business objectives Operations Management: Oversee day-to-day operations, ensuring efficient workflow, resource allocation, and adherence to policies and procedures Budgeting and Financial Management: Manage budgets, allocate resources, monitor expenses, and contribute to financial planning Performance Management: Set performance expectations, conduct performance evaluations, and provide coaching and feedback to team members Project Management: Plan, execute, and monitor projects, ensuring timely completion, quality, and alignment with objectives

Tata AIA Life Insurance Company Ltd. is looking for Assistant Manager - Agency Business Associates to join our dynamic team and embark on a rewarding career journey An Assistant Manager is responsible for supporting the management of a department or business unit and ensuring that it operates efficiently and effectively Responsibilities of an Assistant Manager: The Assistant Manager is responsible for managing a team of employees Responsible for implementing policies and procedures to ensure that the department or business unit operates efficiently and effectively Responsible for providing regular reports Strong leadership, organizational, and communication skills

Tata AIA Life Insurance Company Ltd. is looking for Assistant Manager - Agency Business Associates to join our dynamic team and embark on a rewarding career journey An Assistant Manager is responsible for supporting the management of a department or business unit and ensuring that it operates efficiently and effectively Responsibilities of an Assistant Manager: The Assistant Manager is responsible for managing a team of employees Responsible for implementing policies and procedures to ensure that the department or business unit operates efficiently and effectively Responsible for providing regular reports Strong leadership, organizational, and communication skills

Objective / Purpose Source Business for the Company About Us Recruit and Activate advisors as per plan (activation on a monthly basis) Ensure Active Advisor productivity is maintained as per the plan. Establish interpersonal business relationship to facilitate work activities. Conduct meeting with reporting agents on an ongoing basis to evaluate their performance and advise them on the same. (ensure that they meet the Career Progression from TAs to SAs and AOs as per the Agency) Generate revenue and acquire new customers either face to face or digitally. Review with reporting manager on a weekly basis Attend all meeting and training programs conducted by management Ensure 2 joint calls are made on a daily basis Comply with all the policies and procedures laid down by the company Educational Qualification Minimum Graduate Experience Minimum 2-3 years experience, preferably in Insurance Sales Competencies Communication verbal and non verbal Customer Orientation Industry Knowledge Interpersonal Skills Negotiation Skills Networking Skills Negotiation Skills Comfortable working with digital tools Communication Skills - both face to face and virtually Networking Skills Team Management Skills Business Acumen Interpersonal Skills Active Listening Skills

Objective / Purpose Source Business for the Company About Us Recruit and Activate advisors as per plan (activation on a monthly basis) Ensure Active Advisor productivity is maintained as per the plan. Establish interpersonal business relationship to facilitate work activities. Conduct meeting with reporting agents on an ongoing basis to evaluate their performance and advise them on the same. (ensure that they meet the Career Progression from TAs to SAs and AOs as per the Agency) Generate revenue and acquire new customers either face to face or digitally. Review with reporting manager on a weekly basis Attend all meeting and training programs conducted by management Ensure 2 joint calls are made on a daily basis Comply with all the policies and procedures laid down by the company Educational Qualification Minimum Graduate Experience Minimum 2-3 years experience, preferably in Insurance Sales Competencies Communication verbal and non verbal Customer Orientation Industry Knowledge Interpersonal Skills Negotiation Skills Networking Skills Negotiation Skills Comfortable working with digital tools Communication Skills - both face to face and virtually Networking Skills Team Management Skills Business Acumen Interpersonal Skills Active Listening Skills Title: Relationship Manager-Bancassurance-Chennai

Objective / Purpose Source Business for the Company About Us Recruit and Activate advisors as per plan (activation on a monthly basis) Ensure Active Advisor productivity is maintained as per the plan. Establish interpersonal business relationship to facilitate work activities. Conduct meeting with reporting agents on an ongoing basis to evaluate their performance and advise them on the same. (ensure that they meet the Career Progression from TAs to SAs and AOs as per the Agency) Generate revenue and acquire new customers either face to face or digitally. Review with reporting manager on a weekly basis Attend all meeting and training programs conducted by management Ensure 2 joint calls are made on a daily basis Comply with all the policies and procedures laid down by the company Educational Qualification Minimum Graduate Experience Minimum 2-3 years experience, preferably in Insurance Sales Competencies Communication verbal and non verbal Customer Orientation Industry Knowledge Interpersonal Skills Negotiation Skills Networking Skills Negotiation Skills Comfortable working with digital tools Communication Skills - both face to face and virtually Networking Skills Team Management Skills Business Acumen Interpersonal Skills Active Listening Skills Title: Relationship Manager-Bancassurance-Gorakhpur

Objective / Purpose Source Business for the Company About Us Recruit and Activate advisors as per plan (activation on a monthly basis) Ensure Active Advisor productivity is maintained as per the plan. Establish interpersonal business relationship to facilitate work activities. Conduct meeting with reporting agents on an ongoing basis to evaluate their performance and advise them on the same. (ensure that they meet the Career Progression from TAs to SAs and AOs as per the Agency) Generate revenue and acquire new customers either face to face or digitally. Review with reporting manager on a weekly basis Attend all meeting and training programs conducted by management Ensure 2 joint calls are made on a daily basis Comply with all the policies and procedures laid down by the company Educational Qualification Minimum Graduate Experience Minimum 2-3 years experience, preferably in Insurance Sales Competencies Ownership Simplification Human Touch Interpersonal Skill Innovation Business Acumen Customer Engagement and Sales Excellence Skills Negotiation Skills Comfortable working with digital tools Communication Skills - both face to face and virtually Networking Skills Team Management Skills Business Acumen Interpersonal Skills Active Listening Skills Title: Relationship Manager-Bancassurance-Durgapur