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2.0 - 3.0 years
5 Lacs
Noida
Work from Office
Objective / Purpose Source Business for the Company About Us Future Generali India Life Insurance Company Limited (FGILI) is a joint venture between two leading groups: Generali Group- A global insurance group that features among the top 50 largest companies in the world and Future Group - A leading retailer in India. Roles & Responsibilities 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-Noida
Posted 2 weeks ago
2.0 - 3.0 years
5 Lacs
Lucknow
Work from Office
Objective / Purpose Source Business for the Company About Us Future Generali India Life Insurance Company Limited (FGILI) is a joint venture between two leading groups: Generali Group- A global insurance group that features among the top 50 largest companies in the world and Future Group - A leading retailer in India. Roles & Responsibilities 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 Innovation Interpersonal Skill 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-Lucknow
Posted 2 weeks ago
2.0 - 3.0 years
5 Lacs
Rajkot
Work from Office
Objective / Purpose Source Business for the Company About Us Future Generali India Life Insurance Company Limited (FGILI) is a joint venture between two leading groups: Generali Group- A global insurance group that features among the top 50 largest companies in the world and Future Group - A leading retailer in India. Roles & Responsibilities 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-Rajkot
Posted 2 weeks ago
2.0 - 3.0 years
5 Lacs
Mumbai
Work from Office
Objective / Purpose Source Business for the Company About Us Future Generali India Life Insurance Company Limited (FGILI) is a joint venture between two leading groups: Generali Group- A global insurance group that features among the top 50 largest companies in the world and Future Group - A leading retailer in India. Roles & Responsibilities 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-Navi Mumbai
Posted 2 weeks ago
2.0 - 3.0 years
5 Lacs
Jammu
Work from Office
Objective / Purpose Source Business for the Company About Us Future Generali India Life Insurance Company Limited (FGILI) is a joint venture between two leading groups: Generali Group- A global insurance group that features among the top 50 largest companies in the world and Future Group - A leading retailer in India. Roles & Responsibilities 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-Jammu
Posted 2 weeks ago
1.0 - 3.0 years
3 - 5 Lacs
Thrissur
Work from Office
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
Posted 2 weeks ago
3.0 - 4.0 years
5 - 6 Lacs
Bengaluru
Work from Office
Job Description Job Title Associate Sales Manager Location Branch Name (as per requirement) Department Bancassurance Function Bancassurance YBL Branch Banking - Sales Reporting to Center Manager Band 5A Function Summary Introduction The Bancassurance Department within Axis Max Life Insurance plays a critical role in driving the distribution of life insurance products through our strategic partnership with Yes Bank. This department leverages Yes Bank s existing customer base and infrastructure to offer insurance solutions. Bancassurance Department serves as a bridge between Axis Max Life Insurance Company and Yes Bank, ensuring that insurance products are effectively marketed and sold to a wide customer base, while maintaining high standards of customer service, compliance, and performance. Below is a summary of the key functions typically performed by the Bancassurance Department Sales and Distribution Management Customer Relationship Management Compliance and Regulatory Oversight 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. 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 About Axis Max Life Insurance Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a Joint Venture between Max Financial Services Limited ( MFSL ) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com. #ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply Job Description Job Title Associate Sales Manager Location Branch Name (as per requirement) Department Bancassurance Function Bancassurance YBL Branch Banking - Sales Reporting to Center Manager Band 5A Function Summary Introduction The Bancassurance Department within Axis Max Life Insurance plays a critical role in driving the distribution of life insurance products through our strategic partnership with Yes Bank. This department leverages Yes Bank s existing customer base and infrastructure to offer insurance solutions. Bancassurance Department serves as a bridge between Axis Max Life Insurance Company and Yes Bank, ensuring that insurance products are effectively marketed and sold to a wide customer base, while maintaining high standards of customer service, compliance, and performance. Below is a summary of the key functions typically performed by the Bancassurance Department Sales and Distribution Management Customer Relationship Management Compliance and Regulatory Oversight 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. 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 About Axis Max Life Insurance Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a Joint Venture between Max Financial Services Limited ( MFSL ) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com. #ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply
Posted 2 weeks ago
5.0 - 7.0 years
7 - 9 Lacs
Ahmedabad
Work from Office
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 Mentor performance, Conduct Fortnightly PRPs, co-create and implement recognition platforms in order to build a capable and motivated team in the Yes Bank Relationship. Anticipate training requirements for the partner and lead the development and deployment of partner training programs in order to increase the selling effectiveness of owned as well partner teams. To ensure that the system requirements are met in order to the relationship is productive and mutually beneficial and compliant with all regulatory requirements. Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel. Measure of Success CBP, Case Size, manmonths, Paid cases Initiatives deployed-Plan VS actual Customer satisfaction scores. Hiring vs. objectives Employee Satisfaction Scores Feedback from Partner Channel Partner feedback Adverse observations in Audit Scores Incremental business results (Leads / policies etc.), Spend - Budget vs. actual Desired qualifications and experience Master of Business Administration or equivalent 5-7 years of experience in Sales, prior experience in Insurance essential with min 2 years of team handling experience. 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 Mentor performance, Conduct Fortnightly PRPs, co-create and implement recognition platforms in order to build a capable and motivated team in the Yes Bank Relationship. Anticipate training requirements for the partner and lead the development and deployment of partner training programs in order to increase the selling effectiveness of owned as well partner teams. To ensure that the system requirements are met in order to the relationship is productive and mutually beneficial and compliant with all regulatory requirements. Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel. Measure of Success CBP, Case Size, manmonths, Paid cases Initiatives deployed-Plan VS actual Customer satisfaction scores. Hiring vs. objectives Employee Satisfaction Scores Feedback from Partner Channel Partner feedback Adverse observations in Audit Scores Incremental business results (Leads / policies etc.), Spend - Budget vs. actual Desired qualifications and experience Master of Business Administration or equivalent 5-7 years of experience in Sales, prior experience in Insurance essential with min 2 years of team handling experience.
Posted 2 weeks ago
4.0 - 5.0 years
4 - 8 Lacs
Pune
Work from Office
remote typeOnsitelocationsPune - BanerPune - Eastposted onPosted 7 Days Ago time left to applyEnd DateMay 31, 2025 (13 hours left to apply) job requisition idJR-0012754 Client Contract Management Senior Analyst - Level 1 Pune - India The successful candidate will join our Client Contract Management Team as a Senior Associate - Level 1 and will be responsible for supporting operations in ClientOnboarding and Client Contract Managements team. The Candidate must have good knowledge of the key steps to onboard new clients to Apex Group. About Apex The Apex Group is a global financial services provider with over 13,000+ staff across 50+ offices globally. We look to recruit bright, articulate, and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do. Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism Apex provides a global platform to allow you to thrive. The Role & Key Responsibilities Maintenance of legal agreements and corporate documentation of the different product lines within the Apex Group. Drafting and negotiating client service level/master service level agreements from the templates (and creating templates when required) Contract redlining or document markup of legal documents with excellent negotiation skills Responding to day-to-day enquiries from internal stakeholders and business partners. Monitoring of relevant contractual terms and ad hoc tasks to support the Apex Group Legal Department Create, manage and update relevant corporate databases and trackers Coordinating contract execution. Skills Required An individual with a Law Degree (equivalent to LLB/LLM) At least 4-5 years of proven experience in a similar position, preferably in Funds/Financial services company or a law firm. Possess excellent communication skills, both verbally and in written form (any additional languages would be an assetDisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Posted 2 weeks ago
8.0 - 11.0 years
8 - 9 Lacs
Thane
Work from Office
Future Generali India Life Insurance Co. Ltd. is looking for Senior Cluster Manager to join our dynamic team and embark on a rewarding career journey Oversee operations across multiple branch clusters Ensure target achievement and compliance adherence Mentor branch managers and resolve escalations Analyze performance and strategize improvements
Posted 2 weeks ago
0.0 - 5.0 years
3 - 4 Lacs
Alleppey, Nedumangad, Kottarakkara
Work from Office
Job title: - Relationship Manager - Bancassurance. Location: - Thiruvananthapuram, Kollam, Kottarakkara, Mavelikkara & Alappuzha, Attingal Job Description: -: Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies. Channel Partner: - - Federal Bank. Salary: Open for perfect candidate. Key Responsibilities: - Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation. Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate. Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document Adherence to company sales process and timely submission of various reports. Age Limit : up to 35 Must Criteria: Should be having min 1 year of Life Insurance experience/ cross selling experience of Insurance sales /Banking/Financial Services sales experience Qualification : Any Degree or Diploma 3 years.
Posted 2 weeks ago
5.0 - 9.0 years
3 - 7 Lacs
Viluppuram
Work from Office
Develop and maintain strongrelationships with crop loan clients of Private Banks to promote and sell cropinsurance products. Collaborate with Bank branchstaff to identify and target potential clients. Conduct regular client meetingsto understand their insurance needs and provide tailored solutions. Achieve sales targets andcontribute to the overall growth of the Bancassurance channel. Provide training and support toBank branch staff on crop insurance products and sales techniques. Ensure compliance with allregulatory and company policies and procedures. Prepare and submit regularsales reports to the Key Partnership Manager. Liaison with HO \u2013 Underwriting,Operations, Growth, IT on issues faced to get faster resolutions. Requirements Bachelors degree in Business,Finance, or a related field. Minimum of 8-9 years ofexperience in Bancassurance sales, with a focus on General Insurance. Proven track record ofachieving sales targets and building strong client relationships. Excellent communication andinterpersonal skills. Strong analytical andproblem-solving abilities. Ability to work independentlyand as part of a team. Proficiency in MS Office Suite. Experience in selling cropinsurance products prefered. Knowledge of the agriculturalsector and crop loan processes. Familiarity with the regulatoryenvironment for insurance sales in India.
Posted 2 weeks ago
1.0 - 4.0 years
3 - 4 Lacs
Visakhapatnam, Chennai, Coimbatore
Work from Office
Urgent Hiring For Direct Channel For Coimbature and Chennai Location. Min 1-4 Years Of Exp Required. CTC: 3 to 4.5 Lakhs per annum. Insurance Experience Is Mandatory. Contact Person: Snehal 8788255050
Posted 2 weeks ago
1.0 - 5.0 years
1 - 4 Lacs
Kolkata
Work from Office
Handling Customers in bank CRM Target Achievement
Posted 2 weeks ago
10.0 - 15.0 years
12 - 17 Lacs
Kolkata
Work from Office
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just right for you. Job Purpose Insurance counselor is the local insurance specialist for Bancassurance Business to enable Insurance objectives of the cluster/CBG branch location allocated. He/ She would be directly responsible for achieving the insurance revenue target for the branch / cluster. Key Accountabilities Accountable for achieving monthly & annual Banca sales targets, as agreed. Target comprises of New Business revenues, Renewal income target and the General Insurance revenue target. Ensure proper implementation & execution of insurance strategy for month for the branch and sourcing of Insurance proposals through the Tablet application. Ensure implementation at the Branch the timely sessions and attendance of eligible participants for knowledge / skilling sessions of AKASH for the front line sales team. Prospect list identification with RMs basis the strategy for the month through Joint sitting with TLs. Working with Team Leaders and Micro Marketing Managers to execute business development activities as per the monthly plan aimed at generating insurance prospects, and follow by action plan to convert the prospects to clients of insurance. Ensure proper sales spread between products mix aimed at maximizing revenue earnings of Bancassurance products and also creating a sustainable revenue flow for the branch through renewals. Sustained increases in insurance penetration of existing through cross sell and up sell of insurance products including Online insurance plans. Drive and deliver a radical improvement in customer service in the local market which is reflected in CSS score of 4.20 or above for insurance products. Ensure highest levels of persistency by facilitating timely collection of renewal premium and enable client contact management for insurance clients. Timely resolution of client complaints on insurance and escalation of the same to insurer through the Bancassurance team. Ensure regulatory compliance by timely IRDA Certification & Renewal of Certificates of sales staff as Specified Person for DBS as a Corporate Agent. Job Duties & Responsibilities Core responsibility of DBS Insurance Counselor is to ensure alignment of self and Aviva ICs on the execution of 5 key levers as per the 2015 Banca strategy at DBS Branches. Demonstrate the inputs at the Branch with an average of minimum of 3 insurance calls per day for the month. Facilitate IRDA certification of new joinees within 3 months of their joining DBS and track for timely renewal of certificates. Facilitate product & KYC/AML training for new joinees within 1 month of their joining DBS. Initiates identification and development of new business segments and geographical areas to generate business opportunities Manage customer s issues on service or insurance needs. Escalate to Banca team if required. Ensure training & briefing on all product launches & upgrades at the Branch. Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries and update Front line sales on the same. Facilitate TRM activation through the referral of On-line insurance products of the insurer to enable mindshare of TRMs. Ensure internal & regulatory compliance and adherence to internal DBS Sales process. Track and review insurance penetration of client base for RM by identifying prospects from base and cross selling to existing DBS clients. Facilitate customer segmentation for insurance products and help in specific sales pitches to respective segments through the Tablet application developed by the insurer. Ensure follow up for renewal premiums to increase persistency and subsequent renewal revenues. Ensure that call out to clients are made post insurance sales within 45 days of issuance to check for policy document receipt and address clarifications if sought. Undertake frequent competitor analysis so that DBS product suite is in line with (or ahead of) competing banks / insurers. These updates to be shared with front line team and Banca team at regular intervals. Required Experience Minimum 10 years of experience in HNI Sales / Wealth Management / Private Banking segment. Sound understanding of financial planning and wealth management products in India In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage Education / Preferred Qualifications Graduate / Post Graduate with MBA in relevant field DBS India - Culture & Behaviors Performance through Value Based Propositions Ensure customer focus by delighting customers & reduce complaints Build pride and passion to protect, maintain and enhance DBS image and reputation Enhance knowledge base, build skill sets & develop competencies Execute at speed while maintaining error free operations Maintain the highest standards of honesty and integrity
Posted 2 weeks ago
1.0 - 6.0 years
3 - 3 Lacs
Jaipur, Jodhpur
Work from Office
1+ year + Sales experience for Banka, Finance & Life insurance companies
Posted 2 weeks ago
3.0 - 8.0 years
16 - 20 Lacs
Coimbatore
Work from Office
1. Business planning Work closely with the product and underwriting team to create unique offerings as per the current market trends to suit the channel partner s requirements and requisite approvals for the same from the Bank Head Office Work with the Brand team to create collateral designs for campaigns and products Understand what competitors are doing, liaison with the third party product distribution department to formulate business planning for increasing penetration at the Bank of India branches Analyze data related to customer mix, segmentation, identify opportunities and then propose products accordingly Study the PSU Banassurance competitive landscape, customer segmentation, loss ratios and implement the correct sales strategies, product mix, processing and backend support to increase sales from the partnership 2. Driving topline Help drive the P&L for Bank of India Bancassurance business to deliver topline (gross premium) targets on a monthly basis while keeping a healthy claims ratios and achieving profitability by converting loan book business into policies Prepare and recommend campaign designs, proposals and plans for bank to National Head PSU Banks to maximize sales from existing and new branches. Helping the BAGIC Zonal teams drive topline in the geographies by giving inputs and insights on sales Maintain Productivity of each resource assign to relationship Recommend manpower requisitioning and positioning as per the requirement 3. Relationship Management Maintaining and growing relationship with the key stakeholders - senior officials at the partner head office, zonal and regional heads of the Bank of India branches Work closely with the finance team for campaign budget approvals Manage and address any escalations coming from the partner head office, zonal or regional office Specify targets for team as per the channel partner s potential and capability and provide the requisite training and support in achieving the same Identify new products requirements/ customization required for bundling and create a new product as well as ensure smooth processing of all aspects leading up to the product s market roll-out Coordinate with internal teams to develop, implement, integrate and ensure smooth processing of all new and existing products 4. Functional Review Quarterly business review with Country Head Bancassurance and CTO - Institutional Sales Monthly reviews with the team to monitor achievement of individual targets, discuss business issues and design action plans to course correct, if required Conduct periodic reviews with the GM of the channel partner and BAGIC National Head PSU Banks/Country Head/CDO to drive business numbers, identify opportunities and address any escalations/concerns Periodic discussions with the product development and other internal teams to determine product performance and enhancements Review on the various strategy periodically as and when required and changes to be made as per the external factors of bank and competitors behaviour 5. Team Management Participate in recruitment process to identify right talent for various positions within the team Support team members in delivering their responsibilities in business as usual by keeping them motivated, resolving their concerns/ challenges, if any and maintaining a positive team spirit Build and enhance capabilities within the team by providing required trainings on new products as well as building process efficiencies
Posted 2 weeks ago
1.0 - 6.0 years
2 - 3 Lacs
South Goa, Dhule, Vasco Da Gama
Work from Office
WE ARE HIRING IN TOP LIFE INSURANCE COMPANY ROLE-DEPUTY MANAGER LEADS BASED ROLE EXP- 1-6 YEARS PREFER-LIFE INSURANCE EXPERIENCE orange.pune07@gmail.com 8766064952
Posted 2 weeks ago
1.0 - 6.0 years
2 - 3 Lacs
Noida, Haridwar, Udaipur
Work from Office
WE ARE HIRING IN TOP LIFE INSURANCE COMPANY ROLE-DEPUTY MANAGER LEADS BASED ROLE EXP- 1-6 YEARS PREFER-LIFE INSURANCE EXPERIENCE orange.pune07@gmail.com 8766064952
Posted 2 weeks ago
1.0 - 6.0 years
2 - 3 Lacs
Bhubaneswar, Jabalpur, Bulandshahr
Work from Office
WE ARE HIRING IN TOP LIFE INSURANCE COMPANY ROLE-DEPUTY MANAGER LEADS BASED ROLE EXP- 1-6 YEARS PREFER-LIFE INSURANCE EXPERIENCE orange.pune07@gmail.com 8766064952
Posted 2 weeks ago
3.0 - 8.0 years
5 - 7 Lacs
Harda, Jhabua, Khalilabad
Work from Office
Exp in Agency/Direct/ Broking channel required. Min 4 to 5 yr exp in life insurance sales exp candidate can apply. Urgently hiring for Elite channel for overall Bihar And Madhya Pradesh. Interested candidate directly share their cv on 7499211307
Posted 2 weeks ago
1.0 - 4.0 years
3 - 5 Lacs
Madurai, Chennai, Coimbatore
Work from Office
Urgent Vacancy For VRM Channel at multiple locations. Min 1-3 Year Exp In life Insurance sales, Health insurance sales, General Insurance sales, Banking sales ,Tele sales exp. Ctc :- 3 - 5.5 LPA+ Incentives. Contact Person :- Snehal 8788255050
Posted 2 weeks ago
1.0 - 4.0 years
3 - 4 Lacs
New Delhi, Gurugram, Delhi / NCR
Work from Office
1) Motivate Bank Employees for Related life Insurance and Generating leads through bank walk-in. 2) Customers and getting leads from bank Employees. 3) Converting those leads Based on customer. 4) Requirements Doing joint calls with bank employees.
Posted 2 weeks ago
1.0 - 6.0 years
1 - 3 Lacs
Gurugram, Delhi / NCR
Work from Office
Greetings !!! Here is an excellent opportunity to get associated with the leading brand Canara HSBC LIFE INSURANCE COMPANY In Banca channel. Here is the job description : - Job Title: Relationship Associate - Company: Canara HSBC Life Insurance Company - Location: Gurgaon - Max CTC : 3.7lakhs per annum Key Responsibilities : 1. Sell life insurance products to clients 2. Meet sales targets and expand the customer base 3. Identify new business opportunities and build relationships with clients 4. Provide after-sales support to clients Desired Skills : 1. Proven sales and marketing skills 2. Excellent communication and interpersonal skills 3. Ability to identify new business opportunities and build relationships with clients Eligibility Criteria: 1. Graduation in any discipline 2. 1-5 years of experience in sales and marketing What the Company Offers: 1. Competitive salary (max CTC 3.7 lakhs per annum) 2. Incentives and bonuses based on performance 3. Opportunities for career growth and development 4. Comprehensive training program If you are interested in this profile , share your cv on whatsapp or call 90413 94754 Regards HR GOURI
Posted 2 weeks ago
1.0 - 6.0 years
3 - 6 Lacs
Madurai, Chennai, Tiruchirapalli
Work from Office
Role & responsibility: The Business Development Manager role is to lead a team, generate new business by building partnerships & guiding team members. Interested candidates can share their updated CV on 7795883858 or mail on riya.goodjob@gmail.com Perks and benefits FIXED CTC+ Incentives+ Medical Benefits+Promotions
Posted 3 weeks ago
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Bancassurance, the partnership between banks and insurance companies to distribute insurance products, is a growing sector in India. As more financial institutions recognize the benefits of offering insurance services to their customers, the demand for bancassurance professionals is on the rise.
Entry-level bancassurance professionals in India can expect to earn around INR 3-5 lakhs per annum, while experienced professionals can make upwards of INR 10 lakhs per annum.
A typical career path in bancassurance may include roles such as Bancassurance Executive, Bancassurance Manager, Senior Bancassurance Manager, and Bancassurance Head.
In addition to bancassurance knowledge, professionals in this field may benefit from skills such as sales techniques, customer relationship management, financial planning, and regulatory compliance knowledge.
As you explore opportunities in the bancassurance job market in India, remember to prepare thoroughly for interviews and showcase your skills and knowledge confidently. With the right combination of expertise and experience, you can carve out a successful career in this dynamic and growing sector. Good luck!
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