2251 Bancassurance Jobs - Page 21

800x600 Normal 0 false false false EN-GB X-NONE X-NONE MicrosoftInternetExplorer4 Job Title Regional/Area Sales Manager - Bancassurance Function TPD- Sales Department Bancassurance Reporting To (Title) Relationship Head Superior s Superior (Title) Head Banca & Health Business Unit Birla Sun Life Insurance Company Ltd Location Zone Business Life Insurance Date March 2013 1) Job Purpose Drive business and achieve targets through allocated region/area. Nurture and maintain the relationship with the channel partner for the incremental development of the business contributing by the relation and help/supervise them for the smooth function of the business process flow. Manage a team of Sales Managers to maintain the proper process of doing valued business for the organisation. 2) Dimensions What are the areas (in quantitative terms) the job has an impact on Dimension Remarks 1. Manpower (Nos. ) 4-5 depending on the relationship Indirect could range from 28- 35 2. AP (Yearly in Cr) Rs. 10-15 cr 3) Job Context & Major Challenges (What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone Key Challenges for the role High dependency on third party/relationships who may have their own priorities so alignment is the key. Balancing between the process requirement and expectations of the Channel partners 4) Principal Accountabilities Accountability Supporting Actions Ensure achievement of Targets (Premium & Revenue) in order to contribute in overall growth of the company 1. Continuous interaction with the channel partners 2. Mapping all the key decision makers 3. Aggressively downloading all the RnR activities running by the organisation. Ensure smooth function of the sales and other processes in order to maximise business potential. 1. Communicating any process change or change in any rules and regulations by the help of different training module. 2. Supporting in the actual sales and service aspects including sales calls, issuance and complaint handling Maintain the expense gap in order to reduce the cost 1. Understanding the need of the expense 2. Taking commitment from the channel before any spending or allocation of the budget 3. Maintain a SM wise expanse tracker Ensure relevant people in the right place right time in order to maximise the productivity 1. Understanding the strength of the resource and depending on that allocating job responsibility 2. Evaluating the opportunity of each business unit and allocating targets as per that 3. Recruit, develop and train team members to maximize productivity Ensure the right method of business acquisition in order get the profitable mix for the organisation 1. Scrutinise the business on regular basis 2. Interacting with the customers through welcome calls Ensure Persistency targets as per the company norms so that renewals take place on time 1. Communicate with customers and 2. Resolve queries as and when required to ensure that renewal takes place on time Building new business opportunities within the allocated area/relationships in order to maximise the 1. Identify innovative methods working with the relationship to enhance penetration of the database 5) Job Purpose of Direct Reports Sales Manager / Senior Sales Manager: To derive Insurance Business from assigned Relationship/Channel partner in an area or zone, to convince the relationship so they can convince their customer to invest in Birla Sunlife Insurance. To ensure all the pre and post sales support and services to the relationship as well as to the clients along with the team dedicated to the relationship. Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter. 6) Relationships (If Applicable) Internal Frequency Nature TPD Support Team Training Manager HR Dept Customer Service Team Client Service Team Daily Weekly twice Monthly Daily Daily Process, login and issuance related Training related Recruitment and other issue Follow up regarding service issue Follow up regarding issuance External Frequency Nature Bancassurance partner Client prospect Daily Daily All issue Business and service 7) Organizational Relationships (Separate Annexure to be Attached) Head HR & Admin Chief Mgr - HR Perf, Comp & Ben. SIGN-OFF Signature Name Date Job Analyst Signature Name

800x600 Normal 0 false false false EN-GB X-NONE X-NONE MicrosoftInternetExplorer4 Job Title Regional/Area Sales Manager - Bancassurance Function TPD- Sales Department Bancassurance Reporting To (Title) Relationship Head Superior s Superior (Title) Head Banca & Health Business Unit Birla Sun Life Insurance Company Ltd Location Zone Business Life Insurance Date March 2013 1) Job Purpose Drive business and achieve targets through allocated region/area. Nurture and maintain the relationship with the channel partner for the incremental development of the business contributing by the relation and help/supervise them for the smooth function of the business process flow. Manage a team of Sales Managers to maintain the proper process of doing valued business for the organisation. 2) Dimensions What are the areas (in quantitative terms) the job has an impact on Dimension Remarks 1. Manpower (Nos. ) 4-5 depending on the relationship Indirect could range from 28- 35 2. AP (Yearly in Cr) Rs. 10-15 cr 3) Job Context & Major Challenges (What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone Key Challenges for the role High dependency on third party/relationships who may have their own priorities so alignment is the key. Balancing between the process requirement and expectations of the Channel partners 4) Principal Accountabilities Accountability Supporting Actions Ensure achievement of Targets (Premium & Revenue) in order to contribute in overall growth of the company 1. Continuous interaction with the channel partners 2. Mapping all the key decision makers 3. Aggressively downloading all the RnR activities running by the organisation. Ensure smooth function of the sales and other processes in order to maximise business potential. 1. Communicating any process change or change in any rules and regulations by the help of different training module. 2. Supporting in the actual sales and service aspects including sales calls, issuance and complaint handling Maintain the expense gap in order to reduce the cost 1. Understanding the need of the expense 2. Taking commitment from the channel before any spending or allocation of the budget 3. Maintain a SM wise expanse tracker Ensure relevant people in the right place right time in order to maximise the productivity 1. Understanding the strength of the resource and depending on that allocating job responsibility 2. Evaluating the opportunity of each business unit and allocating targets as per that 3. Recruit, develop and train team members to maximize productivity Ensure the right method of business acquisition in order get the profitable mix for the organisation 1. Scrutinise the business on regular basis 2. Interacting with the customers through welcome calls Ensure Persistency targets as per the company norms so that renewals take place on time 1. Communicate with customers and 2. Resolve queries as and when required to ensure that renewal takes place on time Building new business opportunities within the allocated area/relationships in order to maximise the 1. Identify innovative methods working with the relationship to enhance penetration of the database 5) Job Purpose of Direct Reports Sales Manager / Senior Sales Manager: To derive Insurance Business from assigned Relationship/Channel partner in an area or zone, to convince the relationship so they can convince their customer to invest in Birla Sunlife Insurance. To ensure all the pre and post sales support and services to the relationship as well as to the clients along with the team dedicated to the relationship. Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter. 6) Relationships (If Applicable) Internal Frequency Nature TPD Support Team Training Manager HR Dept Customer Service Team Client Service Team Daily Weekly twice Monthly Daily Daily Process, login and issuance related Training related Recruitment and other issue Follow up regarding service issue Follow up regarding issuance External Frequency Nature Bancassurance partner Client prospect Daily Daily All issue Business and service 7) Organizational Relationships (Separate Annexure to be Attached) Head HR & Admin Chief Mgr - HR Perf, Comp & Ben. SIGN-OFF Signature Name Date Job Analyst Signature Name

Zone sales planning and execution Scan the market across the public sector banks to understand segment growth potential of each banks and its branches, loan book size, analyze historical performance Analyze the customer segmentation in terms of demographics, geography, characteristics etc. to assess the potential for business Plan for activation of branches through R&R activities and monitoring RM visits as well as increasing penetration in active branches to realize full potential of the bank partner in the given geography Liaison with the underwriters and senior management to ensure profitable proposals are pushed Allocation of monthly performance budgets to team members & team leaders Ensuring correct mappings for the team members & team leaders of entire zone. Conduct feedback sessions to identify issues on ground & timely resolutions. Zone review Conduct fortnightly review of team on targets to identify areas of deviations from set objectives, measure performance and give feedback Review other business metrics such as loan book penetration, branch conversion, portfolio mix and activation to identify issues and take corrective actions Conduct a meeting with State heads to understand the market dynamics, ground level feedback and issues faced every month Partner Management Maintain relationship and liaise with the Bank authorities namely GM, DGM, marketing heads, Zonal heads, DGM- typically any decision makers in the geography for the banks. Attend partner s branch review meetings to maintain relationship, understand their needs and expectations and resolve any issues e.g. Claims and refunds Showcase business opportunities to the Bank authority that can be mutually beneficial Identify cross-sell opportunities to partners to generate more revenue through bundling/stapling other insurance products Bucketing, identification of bank branches into hipots and inactive branches and be directly involved to enhance productivity Drive Topline by showing partners on opportunities leveraged and not leveraged and push for potential performance Partner Bank Relationship Management Organize Structured Weekly, Fortnightly and monthly meeting with partner branches to resolve service related issues and address escalations. Support design and recommend specific products that can be introduced from time to time based on the outcome of the structured meeting or analyzing past trends in the segment or best practices of competition. Design, recommend and execute campaign/contest for the Partner Bank to drive sales in profitable segments. Liaise with finance team in ensuring that campaign budgets are approved and the payouts are processed timely.

We are looking for high energy individuals to contribute in achieving revenue and business targets with the team by building and leveraging the Bancassurance relationships for a particular geographical territory. These young and dynamic professionals will be responsible to lead and develop a team of frontline sales professionals.Key responsibilitiesManage and develop a team of Financial services consultants (FSC)Ensure smooth onboarding, engagement and capability development of front line managers for a long and successful careerEngage in joint field work to support assigned team of FSCsGuide FSCs to build effective relationships with bank branch staff, provide training to bank branch staff to equip them with product knowledgeLeverage different sales drivers like partner productivity to deliver quality & profitable growthHelp, support and guide team members in achieving their goal sheet targetsTrack business performance metrics for the territory assigned and conduct regular performance reviews against the assigned targetAlign team members to people and business objectives of the Company and ensure that the team adheres to the highest standards of business quality and conducts business within the overall compliance framework Coach and develop assigned team on products, selling techniques, various online / digital platforms and end to end business process and compliance normsDrive central sales initiatives for the territory through communication forums and meetingsCoordinate with central teams to design and implement required interventions for specific bancassurance partnersCandidates who are willing to be mobile and work across locations will be preferred.Education and experienceEducation Graduation from any stream, candidates with MBA from tiered institutions will be preferredExperience 7-12 yearsSkills and competencies Energetic, confident, takes initiative, Self-driven and dynamic, effective interpersonal skills, willingness to learn, relationship management" />

Greetings from Kotak Life Insurance!! We are Currently hiring for a Deputy 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.muskaan-biswas@kotak.com or 9730268028. Location: Delhi, Faridabad, Gurgaon, North Delhi, South Delhi, East Delhi, Central Delhi, Noida 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.

Any Sales or Field sales Experience candidate can apply Min 1 yr of Experience in Sales Urgently Hiring for Agency Chaneel and Banca Chaneel Interested directly contact +91 7013250022

Max Life Insurance Company Limited is looking for Sales Manager - Bancassurance to join our dynamic team and embark on a rewarding career journey Bancassurance Sales Strategy Develop and implement a comprehensive sales strategy for the Bancassurance channel in alignment with the company's overall sales objectives Identify target banks and establish strategic partnerships to expand the distribution network Set ambitious sales targets and develop plans to achieve them Relationship Management Build and maintain strong relationships with partner banks, including key decision-makers and stakeholders Collaborate with bank representatives to understand their business goals, customer needs, and market dynamics Work closely with the bank's sales teams to train, motivate, and support them in promoting insurance products to their customers Team Leadership Lead and manage a team of sales representatives specializing in Bancassurance sales Provide guidance, coaching, and training to enhance their sales skills and product knowledge Set clear sales targets and performance expectations Monitor individual and team performance, provide feedback, and implement performance improvement plans as needed Sales Planning and Execution Develop sales plans, targets, and strategies for the Bancassurance channel Monitor market trends, competitor activities, and customer preferences to identify sales opportunities and adapt sales strategies accordingly Collaborate with the marketing team to develop and implement promotional campaigns and sales support materials Product Knowledge and Training Stay updated on insurance products, industry trends, and regulatory requirements Provide training and product knowledge sessions to bank employees to enhance their understanding of insurance offerings and enable effective cross-selling Ensure the sales team is well-equipped to present insurance products and address customer inquiries Sales Performance Analysis Analyze sales data, performance metrics, and key performance indicators (KPIs) to evaluate the effectiveness of sales strategies and activities Identify areas of improvement and implement corrective actions to achieve sales targets Prepare regular sales reports and presentations for management, highlighting sales achievements, challenges, and recommendations Compliance and Risk Management Ensure compliance with regulatory requirements, internal policies, and industry standards Stay updated on insurance laws and regulations affecting the Bancassurance channel Implement effective risk management practices to mitigate operational and compliance risks associated with sales activities Relationship with Insurance Providers Foster strong relationships with insurance providers and underwriters Collaborate with them to develop tailored insurance products and services that meet customer needs and align with the bank's offerings Negotiate terms, commissions, and incentives to ensure mutually beneficial partnerships

Greetings from Kotak Life Insurance!! We are Currently hiring for a Deputy 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.ankita-velari@kotak.com or 8425915760 Location: Mumbai- Andheri, Thane, Navi Mumba i, 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.

Role & responsibilities Key Responsibilities: Building and Maintaining Relationships: Establishing and nurturing strong relationships with clients and partners within the alternate channel. Identifying Client Needs: Understanding client requirements and offering suitable financial solutions. Driving Sales and Revenue: Generating new leads, acquiring new customers, and maximizing revenue through effective client management. Cross-selling and Upselling: Identifying opportunities to offer additional products and services to existing clients. Resolving Client Issues: Addressing client queries, concerns, and complaints promptly and effectively. Achieving Sales Targets: Meeting or exceeding sales targets and contributing to overall business objectives. Customer Satisfaction: Ensuring high levels of customer satisfaction and retention. Collaboration: Working closely with internal teams (sales, marketing, operations) to improve customer experience and resolve issues. Market Analysis: Analyzing market trends and competitor activity to identify opportunities for growth within the alternate channel. Reporting and Analysis: Tracking performance, analyzing data, and providing regular reports on sales and customer activity.

Greetings from Kotak Life Insurance!! We are Currently hiring for a Deputy 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.sana-qureshi@kotak.com or call on 7558602361 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

-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.

Role & responsibilities Life insurance product sales Relationship management with the customers Work on leads and generate life insurance sales Maintain Business data and meet expectations Preferred candidate profile Candidate must be a Graduate. Good communication skills. 2-5 years of life insurance sales experience Must have proper graduation and experience certificates Location : Hyderabad ( Gachibowli) CTC offered : Up-to 5.5 LPA + Attractive incentives. Interested Candidates can also reach out on the number ( call/ WhatsApp : 7013185709)

Leading Health Insurance is hiring for Customer Relationship Manager (team handling role) in NBFC Channel for Bangalore CTC is Upto 10 LPA . Team Handling experience is required candidates can share resumes on rh1.bwise@gmail.com on 9479746990

Direct Walk-in for Bancassurance Channel Experience:-Min 1 year /Life & Banca Contact Person:-HR Sanjukta:8918239473 for Andaman niccobar Baruipur Egra Memari Sonamukhi / majerhat/ behala Kakdwip / jaynagar Sonpurhat/ Gordwani Canning

Direct Walk-in for Bancassurance Channel Experience:-Min 6 months in Sales/Life Insurance/BFSI CTC:-Upto 3.75 LPA+Incentives Contact Person:-HR Snehal:8788255050

Urgent Vacancy for Bancassurance CTC:-3.5 LPA Max Experience: 1 Year (Banca experience) ,Life Insurance,Health Insurance Sales Contact Person:-HR Snehal:8788255050

Any BFSI or Insurance sales experience candidate can apply. Min 1 yr exp in insurance sales. Age below 35. urgent hiring for Banca channel. Interested candidate should directly share their cv on 7499211307

Immediate joiners Min 1 yr life insurance sales exp Age upto-32 Interested candidate contact -6369423324

Min 1yr Life insurance sales exp required (bfsi,bancassurance ,any insurance sales) Age upto-35 Graduate is compulsory Interested candidate contact HR-6369423324

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

The job is based in Jalgaon and requires the incumbent to fulfill the following responsibilities and deliverables. Success in this role will be determined based on specific measures. The ideal candidate should possess a strong knowledge and skill set as outlined in the matrix provided. Additional Information: Any additional details related to the job may be provided here if necessary.,

Hiring for the post of SALES OFFICER for Banca Channel-Life Insurance Locations: Pune No of Position: 2 Role & responsibilities The Business Manager has the responsibility of driving sales and achieving the sales target for the assigned bank branches Target Achievement Drive sales and achieve targets through the bank branches Selling companys product Sales Support Support the CRO in his sales effort, in terms of generating benefit illustrations, accompanying on client calls if required etc Relationship Management The Bank is the key customer of the Business Manager and he has to engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance, Companys 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. Lead Generation Spearhead all lead generation initiative from the bank – whether through walk in, data-mining, referrals and others. KEY PERFORMANCE INDICATORS QUALITATIVE • Achieving sales targets Activate & Penetrate branches for Insurance Sales Arranging training programs for bank staff on products and selling skills Increasing productivity of bank branch Preferred candidate profile Education: Any Graduate If interested please call /share resume on 8712221365 OR email id : shravanthig.hyd@tminetwork.com Regards, Shravanthi

Hiring for the post of SALES OFFICER for Banca Channel-Life Insurance Locations: Solapur , Mohol ,Osmanabad No of Position: 6 Role & responsibilities The Business Manager has the responsibility of driving sales and achieving the sales target for the assigned bank branches Target Achievement • Drive sales and achieve targets through the bank branches • Selling companys product Sales Support • Support the CRO in his sales effort, in terms of generating benefit illustrations, accompanying on client calls if required etc Relationship Management • The Bank is the key customer of the Business Manager and he has to engage an open and trusting relationship with the Branch Managers/officers/staff • Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance, Companys 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. Lead Generation • Spearhead all lead generation initiative from the bank – whether through walk in, data-mining, referrals and others. KEY PERFORMANCE INDICATORS QUALITATIVE • Achieving sales targets • Activate & Penetrate branches for Insurance Sales • Arranging training programs for bank staff on products and selling skills • Increasing productivity of bank branch Preferred candidate profile Education: Any Graduate If interested please call /share resume on 8712221365 OR email id : shravanthig.hyd@tminetwork.com Regards, Shravanthi

Hiring for the post of SALES OFFICER for Banca Channel-Life Insurance Locations: Solapur , Mohol ,Osmanabad No of Position: 6 Role & responsibilities The Business Manager has the responsibility of driving sales and achieving the sales target for the assigned bank branches Target Achievement • Drive sales and achieve targets through the bank branches • Selling companys product Sales Support • Support the CRO in his sales effort, in terms of generating benefit illustrations, accompanying on client calls if required etc Relationship Management • The Bank is the key customer of the Business Manager and he has to engage an open and trusting relationship with the Branch Managers/officers/staff • Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance, Company’s 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. Lead Generation • Spearhead all lead generation initiative from the bank – whether through walk in, data-mining, referrals and others. KEY PERFORMANCE INDICATORS QUALITATIVE • Achieving sales targets • Activate & Penetrate branches for Insurance Sales • Arranging training programs for bank staff on products and selling skills • Increasing productivity of bank branch Preferred candidate profile Education: Any Graduate If interested please call /share resume on 8712221365 OR email id : shravanthig.hyd@tminetwork.com Regards, Shravanthi

Role & responsibilities :life insurance sales Preferred candidate profile NBFC, Insurance sales , agency channel, direct channel,