2251 Bancassurance Jobs - Page 25

-Responsible for build up your team -You have to train and motivate them for sales -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings Required Candidate profile pf + incentives + Increment & Promotion Yearly Perks and benefits pf + incentives + Increment & Promotion Yearly

Post : Senior Relationship Manager Opportunity for BFSI sales experts! Interact with customers, convert leads, and exceed sales targets. 1+ year of experience in BFSI sales is mandatory. Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 9904195437 HR Kinjal Perks and benefits Incentive + PF + Mobile with Several

Post : Sales Executive Opportunity for BFSI sales experts! Interact with customers, convert leads, and exceed sales targets. 1+ year of experience in BFSI sales is mandatory. Required Candidate profile • Must have 1yr of experience in Sale / Banking / Finance / Insurance • Graduation is mandatory • Vacancy for local candidate • Age : 24 to 44 YRS Call OR WhatsApp : 9714602190 HR Dhruvraj Perks and benefits Incentives, Performance Bonuses, Career Growth

Sales Team Leader Join our BFSI sales team! Connect with customers, pitch financial offerings, and ensure timely conversions. Minimum 1 year of BFSI sales experience is a must. Required Candidate profile • Must have 1yr of experience in Any Sale / Banking / Finance / Insurance • Graduation is mandatory • Vacancy for local candidate • Age : 22 to 44 YRS Call OR WhatsApp : 72850 82842 HR Sejal Perks and benefits Incentive + PF + Mobile with Several

Post : Relationship Manager Hiring experienced BFSI professionals for Direct Channel sales. Must have prior banking/insurance sales experience. Fixed salary + high incentives. No freshers. Apply now to grow with a leading financial brand! Required Candidate profile • Graduation Must • Must have 1+ year of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skills • To clear any confusion direct contact on : 84011 93616 HR Nirali Perks and benefits Attractive Incentives & Performance Bonuses

Post : Sales Team Leader Looking for BFSI sales professionals to handle customer leads, walk-ins, and referrals. Promote relevant financial products and achieve sales targets. At least 1 year of BFSI sales experience needed. Required Candidate profile • Graduation Must • Must have 1+ year of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skills • To clear any confusion direct contact on : 9909330760 HR Sunita Perks and benefits Attractive Incentives & Performance Bonuses

Roles and Responsibilities Managing bancassurance tie up for a leading life Insurance Co. for Bank Partnership Desired Candidate Profile : Candidate must have experience in a team handing role in bancassurance vertical Perks and Benefits CTC : 10 Lakhs Max

For more info Call/W at 6352491008/nikhil.padsala@suproinfo.com Manage and guide the agency development team Source new partners & onboard them efficiently Build lasting relationships with agents Match agency strengths with market & customer demands Required Candidate profile Designation: Business Development Manager Location: PAN INDIA Salary: 2.75 LPA to 3.75 LPA + Incentive 1-2 years experience in Sales and Marketing Age: 22-40 Year Bike mandatory Graduation must

Roles and Responsibilities Managing bancassurance tie up for a leading life Insurance Co. for Bank Partnership Desired Candidate Profile : Candidate must have experience in a team handing role in bancassurance vertical Perks and Benefits CTC : 10 Lakhs Max

Roles and Responsibilities Managing bancassurance tie up for a leading life Insurance Co. for Bank Partnership Desired Candidate Profile : Candidate must have experience in a team handing role in bancassurance vertical Perks and Benefits CTC : 10 Lakhs Max

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 Canara HSBC Life Insurance 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 can apply Perks and benefits Incentives + allowances +Fast-track promotion

Candidate needs to have BFSI Experience Candidate needs to have a two-wheeler Candidates with Life Insurance Experience will be preferred Interested candidates can call HR Varun- 9310054306/ Whatsapp- Resume

Role Manager Banca Sales (L3)Education andExperience- Graduation mandatory1-7 yrs. in Life Insurance sector, Bancassurance experience will be preferred.Job Role - Handling more than 1 bank branchBuilding Relationships with ROs and RMs in bankHandling the walk in customers as well as the old customers of the bankProfessional Strengths - Strong communication skills (English and regional language)Stability At least 1-2 years working with a same organization

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

onrole branch head team handling Level 2 profile ctc upto 18 Lac Banca insurance team handling experience mandatory kindly share profile on orange.pune07@gmail.com, watsapp 8766064952

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.prachi-naik@kotak.com' Location: Mumbai, Pune, Ahmedabad, Surat, Raipur, Hyderabad,Baroda 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.

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

Job Description Position Cluster Manager/ Deputy Cluster Manager / Area Manager Incumbent Name Department Axis Function Axis Sales Reporting to Circle Relationship Manager & AVP Band 4/4A Location XYZ Team size (D/I) 12-15 DRs JOB SUMMARY - Manages a large cluster, collaborates with the objective to support and contribute to Axis bank strategy, achieve operations excellence, ensure systems are deployed and help build the channel WITHIN the company guidelines and the achieve business targets. KEY RESPONSIBILITIES- Relationship Management with the Axis Circle Head, Circle Business Managers, Segment Heads and Branch Heads With the advent of cluster formation relationship management with the Branch Heads in order to achieve business targets and builds a progressive partnership with the bank. Provide inputs to the CRM and make plans for achievement in order to support and contribute to Axis Bank Strategy. Periodic Analysis of the performance, Counsel and Mentor performance, Conduct Fortnightly PRPs with the RA and ASMs and Facilitate performance management. Co-create and implement recognition platforms in order to build a capable and motivated team in the AXIS Bank resources. Liaise with training team and circle trainer, ensuring product training departed to all sellers including Axis Bank resources. Daily updates in alignment with Axis Clusters of focused business parameters-Business Plan, Branch Seller Activation and persistency and thereby tracking the performance in all the vectors. Ensuring Branch visits to the top branches, whose %ge achievement on budget is lower than the smaller branches, and come out with the strategy. Deploy the BOLD system to own team and ensure that the system requirements are met in order to ensure that the relationship is productive and mutually beneficial and compliant with all regulatory requirements. Driving the Axis 2.0 Vision and ensuring the highest usage of LMS activity by the team. Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel. Measures of Success Business Plan- WPC (Rs.) - Plan v/s Actuals OA Share- Counter Share of MLI at Channel Partner s end Persistency- 13th month Persistency (%) - >82.5 and as per plan Retain Talent 1. Retention rate - 70%, (as per HR formula) ; G2M2 retention - >85%. Key Relationships (Internal /External) Effective Management of People & Customer Retain talent - - 70%, (as per HR formula) Handling Customer Complaints Key competencies/skills required Relationship, Leading people, Effective Management of Process Desired qualification and experience- Master of Business Administration or equivalent. 3 to 5 years of experience in intensive Distribution, Channel Management, Prior experience in insurance essential. Result Orientation, Customer Centricity, Technical Expertise, Managerial Expertise, Problem Solving, Role Modeling Core Values. Org Chart- NRH ZVP CRM & AVP DCM/ CM/ ARM RA/ ASM Job Description Position Cluster Manager/ Deputy Cluster Manager / Area Manager Incumbent Name Department Axis Function Axis Sales Reporting to Circle Relationship Manager & AVP Band 4/4A Location XYZ Team size (D/I) 12-15 DRs JOB SUMMARY - Manages a large cluster, collaborates with the objective to support and contribute to Axis bank strategy, achieve operations excellence, ensure systems are deployed and help build the channel WITHIN the company guidelines and the achieve business targets. KEY RESPONSIBILITIES- Relationship Management with the Axis Circle Head, Circle Business Managers, Segment Heads and Branch Heads With the advent of cluster formation relationship management with the Branch Heads in order to achieve business targets and builds a progressive partnership with the bank. Provide inputs to the CRM and make plans for achievement in order to support and contribute to Axis Bank Strategy. Periodic Analysis of the performance, Counsel and Mentor performance, Conduct Fortnightly PRPs with the RA and ASMs and Facilitate performance management. Co-create and implement recognition platforms in order to build a capable and motivated team in the AXIS Bank resources. Liaise with training team and circle trainer, ensuring product training departed to all sellers including Axis Bank resources. Daily updates in alignment with Axis Clusters of focused business parameters-Business Plan, Branch Seller Activation and persistency and thereby tracking the performance in all the vectors. Ensuring Branch visits to the top branches, whose %ge achievement on budget is lower than the smaller branches, and come out with the strategy. Deploy the BOLD system to own team and ensure that the system requirements are met in order to ensure that the relationship is productive and mutually beneficial and compliant with all regulatory requirements. Driving the Axis 2.0 Vision and ensuring the highest usage of LMS activity by the team. Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel. Measures of Success Business Plan- WPC (Rs.) - Plan v/s Actuals OA Share- Counter Share of MLI at Channel Partner s end Persistency- 13th month Persistency (%) - >82.5 and as per plan Retain Talent 1. Retention rate - 70%, (as per HR formula) ; G2M2 retention - >85%. Key Relationships (Internal /External) Effective Management of People & Customer Retain talent - - 70%, (as per HR formula) Handling Customer Complaints Key competencies/skills required Relationship, Leading people, Effective Management of Process Desired qualification and experience- Master of Business Administration or equivalent. 3 to 5 years of experience in intensive Distribution, Channel Management, Prior experience in insurance essential. Result Orientation, Customer Centricity, Technical Expertise, Managerial Expertise, Problem Solving, Role Modeling Core Values. Org Chart- NRH ZVP CRM & AVP DCM/ CM/ ARM RA/ ASM

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

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

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

JOB DESCRIPTION Job Title Relationship Associate/ Associate Sales Manager/Financial Sales Manager Band 5/5A/5B Reporting To Centre Manager Department Bancassurance - Yes Bank JOB SUMMARY Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner KEY RESPONSIBILITIES Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate. Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations 15th Month collection MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively Good communication skills English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance JOB DESCRIPTION Job Title Relationship Associate/ Associate Sales Manager/Financial Sales Manager Band 5/5A/5B Reporting To Centre Manager Department Bancassurance - Yes Bank JOB SUMMARY Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner KEY RESPONSIBILITIES Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate. Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations 15th Month collection MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively Good communication skills English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance

Role Description This is a full-time, on-site role for a Key Account Manager located in Mumbai. The Key Account Manager will be responsible for managing key client accounts, developing and implementing business strategies, and ensuring excellent customer service. The role involves managing relationship with Bank Staffs, frequent engagement and trainings across mapped branches. Qualifications Graduate with 1 Year Experience Strong Analytical Skills for market and client analysis Experience in Business Planning Excellent Customer Service skills Superior communication and interpersonal skills Ability to work collaboratively within a team Proven track record in the insurance or financial services industry is advantageous.

Job title: - Credit Sales - FSV Channel - Relationship Manager. Location: - Attingal,Kottarakkara,Kollam,Alappuzha,Mavelikkara Job Description: - Key Responsibilities: - Responsible for handling business operations for customers who have taken loan cases from Bank. 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. 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

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