2251 Bancassurance Jobs - Page 20

JOB DESCRIPTION Job Title Relationship Associate Band 5 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 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 JOB DESCRIPTION Job Title Relationship Associate Band 5 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 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

1. Computer literacy: Helping the sales team to improve their productivity by contacting customers to arrange appointments and ensuring all Sales Representatives have high-quality, up-to-date support material. Collaborating with other departments to ensure sales, marketing, queries, and deliveries are handled efficiently. Work with account managers to create and implement targeted sales strategies Keep up with new product sales launches and make sure the sales team is up to date Provide customer service by staying on top of pending orders and customer requests Sales Co-ordination: Able to understand and predict sales trends and sales results while helping in the understanding of these trends and finding improvement points. Able to determine the success of a previous sales drive and forecast as well as determine how future ones will fare. Sales Analytics: Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Should have strong professional conversation etiquette, especially in person and over the phone when interacting with company representatives, clients and customers. Customer service: Able to use a variety of organization methods, including calendar management, to handle multiple projects at one time and completing tasks efficiently and quickly Handle sensitive financial information and dispatched emails in a timely and professional manner. Time management and organization : In addition to data entry and typing, also need to have knowledge of spreadsheet and word processing creation software

1. Computer literacy: Helping the sales team to improve their productivity by contacting customers to arrange appointments and ensuring all Sales Representatives have high-quality, up-to-date support material. Collaborating with other departments to ensure sales, marketing, queries, and deliveries are handled efficiently. Work with account managers to create and implement targeted sales strategies Keep up with new product sales launches and make sure the sales team is up to date Provide customer service by staying on top of pending orders and customer requests Sales Co-ordination: Able to understand and predict sales trends and sales results while helping in the understanding of these trends and finding improvement points. Able to determine the success of a previous sales drive and forecast as well as determine how future ones will fare. Sales Analytics: Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Should have strong professional conversation etiquette, especially in person and over the phone when interacting with company representatives, clients and customers. Customer service: Able to use a variety of organization methods, including calendar management, to handle multiple projects at one time and completing tasks efficiently and quickly Handle sensitive financial information and dispatched emails in a timely and professional manner. Time management and organization : In addition to data entry and typing, also need to have knowledge of spreadsheet and word processing creation software

Role & responsibilities - Visit partner branches and interact with Bank branch managers - Ensure sales targets assigned are met on every parameter - Interact with customers to explain the products and solutions - Help branches mapped to her/him help achieve insurance sales targets Preferred candidate profile

To sell Life insurance products through the assigned Bank branches by building long term relationship with the bank. Building Relationship and Motivate branch staff to help generate leads. Providing complete policy details and after sales to clients.

To sell Life insurance products through the assigned Bank branches by building long term relationship with the bank. Building Relationship and Motivate branch staff to help generate leads.Providing complete policy details and after sales to clients.

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

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 Required Candidate profile Must have Min 1 years Banca Channel exp Local candidate Must be Graduate Own vehicle

Position Title: Corporate Account Manager Department : Bancassurance 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 - 6years in Sales (Insurance/Financial Service Background) 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

To sell Life insurance products through the assigned Bank branches by building long term relationship with the bank. Building Relationship & Motivate branch staff to help generate leads Providing complete policy details & after sales to clients

Key Account Manager position at Tata AIA Life Insurance Yes Bank Bancassurance Channel: Job Opportunity at Tata AIA Life Insurance Position: Key Account Manager (Bancassurance Yes Bank) Location: Bangalore Experience: 1+ Year in Sales (BFSI Preferred) CTC: Attractive Package + Incentives Join One of India's Most Trusted Life Insurance Brands! Tata AIA Life Insurance, a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd., is hiring dynamic professionals to drive sales through our Bancassurance partnership with Yes Bank. Role Overview: As a Key Account Manager, you will manage and grow life insurance business through Yes Bank branches in your assigned location. Key Responsibilities: Achieve sales targets (ANP, case count, productivity, etc.) Build strong relationships with Bank RMs & staff Drive business plans jointly with branch managers Support and train bank staff for smooth policy sourcing Conduct joint sales calls and customer meetings Ensure authentic documentation and smooth login processes Activate and engage with bank RMs regularly Who Can Apply: Candidates with sales experience (preferably from insurance, banking, NBFC) Strong communication & relationship-building skills Goal-oriented and self-motivated individuals --- Apply Now or share your resume at [ loalithhr09@gmail.com / 8977922829 ] For more details, contact: [ Rama & 8977922829]

Role & responsibilities - Life insurance sales through Banca Channel. Relationship building with bankers and customers. self sourcing for life insurance, Lead generation. Preferred candidate profile -Candidate having experience in Banca channel in life insurance company up to age 35 yr will be preferred.

A Position Overview Position Title Corporate Account Manager Department Partnership Distribution Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To Territory Manager / Area Manager C Key Result Areas Organization ProcessKey ContributionsSales Responsible and accountable for Channel Partners Sales/ Business Targets for the allocated branches Assist /help RM to generate leads and log in prospective applications Driving and motivating the branch staff along with RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the Relationship Manager 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 Work collectively with RM 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 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 MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. D 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 Behavioral EssentialDesiredInterpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills

Leading Team of Circle Mgr., Cluster Manager, Relationship Manager & Support Staff Training & Motivating entire Sales Teams Closely working with Branch Banking Team Rolling out entire Regional Sales Plan & Training Schedules Responsible for Sales RnR Required Candidate profile Minimum Graduate from any stream with minimum 15+ year of Insurance experience with Banca & Alliances background is must. High dependency on Bank relationships in Open Architecture scenario alignment. Perks and benefits Salary mentioned is fixed and other than Salary.

Leading Team of Circle Head, Cluster Manager, Relationship Manager & Support Staff Training & Motivating entire Sales Team Closely working with Branch Banking Team Rolling out entire Regional Sales Plan & Training Schedules Responsible for Sales RnR Required Candidate profile Minimum Graduate from any stream with minimum 15+ year of Insurance experience with Banca & Alliances background is must. High dependency on Bank relationships in Open Architecture scenario alignment. Perks and benefits Salary mentioned is fixed and other than Salary.

Role & responsibilities - Maintain relationship with partner bank - RM/BM - Generate business through bank channel Preferred candidate profile Life Insurance - FLS - Banca

Role & responsibilities - Maintain relationship with partner bank - RM/BM - Generate business through bank channel Preferred candidate profile Life Insurance - FLS - Banca

Openings for Banca sales -Maintain Good relationship with bank & sell the Life insurance -Handling walk in customers & leads provided by the bank -Business development for Life Insurance products candidate can Apply/Refer their CV at 8767546566 Required Candidate profile Any Graduate with minimum 1 year of Life Insurance sales experience in Banca/Bank channel/Broking channel/NBFC Channel/branch banking sales experience can apply Perks and benefits Incentives + allowances +Fast-track promotion

Openings for Banca sales -Maintain Good relationship with bank & sell the Life insurance -Handling walk in customers & leads provided by the bank -Business development for Life Insurance products candidate can Apply/Refer their CV at 8767546566 Required Candidate profile Any Graduate with minimum 1 year of Life Insurance sales experience in Banca/Bank channel/Broking channel/NBFC Channel/branch banking sales experience can apply Perks and benefits Incentives + allowances +Fast-track promotion

Openings for Banca sales -Maintain Good relationship with bank & sell the Life insurance -Handling walk in customers & leads provided by the bank -Business development for Life Insurance products candidate can Apply/Refer their CV at 8767546566 Required Candidate profile Any Graduate with minimum 1 year of Life Insurance sales experience in Banca/Bank channel/Broking channel/NBFC Channel/branch banking sales experience can apply Perks and benefits Incentives + allowances +Fast-track promotion

Openings for Banca sales -Maintain Good relationship with bank & sell the Life insurance -Handling walk in customers & leads provided by the bank -Business development for Life Insurance products candidate can Apply/Refer their CV at 8767546566 Required Candidate profile Any Graduate with minimum 1 year of Life Insurance sales experience in Banca/Bank channel/Broking channel/NBFC Channel/branch banking sales experience can apply Perks and benefits Incentives + allowances +Fast-track promotion

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 Location: Mumbai, Pune, Ahmedabad, Surat 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.

Urgent hiring for insurance companies Field sales candidates must needed Min1yr exp in life/health any Insurance Age below 40 Interested candidate can directly share CV on 8447171979 Location Mumbai,Pune,Indore

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 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 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 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

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 Bancassurance 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.