7565 Bancassurance Jobs - Page 27

Job Description Relationship Officer (Banca Channel) | Life Insurance Designation: Relationship Officer Channel: Banca Channel Experience Required: Minimum 2 years (Life Insurance preferred) Location: Ahmedabad, Vadodara, Surat CTC: Up to 4.25 LPA + Incentives Key Responsibilities: Build and maintain strong relationships with bank branch staff to drive life insurance sales. Generate leads from bank walk-ins, existing customer base, and banking partners. Assist bank employees in selling various life insurance products (Term, ULIP, Savings). Achieve monthly and quarterly sales & revenue targets . Conduct regular product training and provide sales support to the bank team. Guide customers with ...

Manage scrutiny and login of agent recruitment and licensing forms Support HR in onboarding / exit activities of employees at Branch Office and management of employee engagement activities Ensure new business requirement management and issuance through coordination with relevant stakeholders Scanning and scrutiny of physical new business applications within specified TAT Sales Support wherever required Customer Service (QRC) and CRM management Dispatch management of policy documents Renewal collection: Outbound tele-calling, coordination with bank branch/ sales and customer visits Closure of unclaimed monies Claim registration and coordination Pre-issuance validation calling (PIVC) for super...

Leading team of Territory Head, Cluster Head & Relationship Manager Driving entire Telesales/Phone Banking Team to push for Life Insurance Products Training/Motivating entire Virtual Banking team Dealing with Non-Branch Banking team to Sell Insurance Required Candidate profile Minimum Graduate from any stream with minimum 10+ year of Insurance experience with Banca & Alliances background is must. High dependency on Bank relationships in Open Architecture scenario alignment. Perks and benefits Salary mentioned is fixed and other than Salary.

Driving entire ZONE Affluent Channel & Branch Banking Channel Sales Focusing on cross sell of Life Insurance products to Banking Customers Training/ Motivating entire Zonal Sales Team & Bank employees Responsible for Sales RnR & Business Achievements Required Candidate profile Minimum Graduate from any stream with minimum 10+ year of Insurance experience with Banca & Alliances background is must. High dependency on Bank relationships in Open Architecture scenario alignment. Perks and benefits Salary mentioned is fixed and other than Salary.

Key responsibilitie Achieving sales targets: Consistently meeting and exceeding monthly and annual sales goals for Gross Written Premium and other key performance indicators. Sales strategy and implementation: Developing and executing sales strategies in coordination with bank branches to maximize product sales. Customer and client support: Guiding and supporting bank customers, handling their inquiries and grievances, and providing necessary pre- and post-sales assistance. Market analysis: Monitoring market trends, analyzing sales data, and identifying new business opportunities to adapt strategies and drive growth. Collaboration: Liaising with various internal departments like marketing, o...

A Position Overview Position Title Cluster Sales Manager - Virtual Bancassurance HDFC Department Virtual Bancassurance HDFC Grade 401 Minimum Experience 4 Years Maximum Experience 8 Years Role Summary : Dual responsibility of direct sourcing as well as team management. Interact with Bank s cluster head & bank employees and manage them on daily basis Branches directly mapped to him/her. Manage RMs mapped to him to help them achieve sales targets Ensuring that the persistency & productivity is maintained, Ensures quality of recruits hired in the team, maintains & drives compliance at the zone. B Organizational Relationships Reports To Area Manager Supervises RMs C Job Dimensions Geographic Are...

Job Title Private Wealth Manager AXIS Function Sales Department AXIS Bank Relationship Reporting To (Title) Circle Head AXIS Superior s Superior (Title) Zonal Head AXIS Unit Aditya Birla Sun Life Insurance Ltd Location PAN India Business Aditya Birla Capital Date 1 st March 2024 1) Job Purpose Axis Bank s affluent business offers a range of ficial investment products and provides customised solutions to create and manage the wealth of their niche segment clients, who are NRI, HNW [YP1] and Ultra HNW individuals, groups and establishments. Hence it requires higher order knowledge of the ficial industry and other ficial products. 2) Dimensions What are the areas (in quantitative terms) the job...

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New A...

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New A...

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 r...

Job description "Urgently Hiring for Banca Channel" Locations - Bahadurgarh, YamunaNagar & Baddi Roles & Responsibilities: 1 . To engage with the partners at branch level to ensure their support, activation and achievement of Sales target in the given territory and with the given partner/s. 2. It will also involve liasoning both internally and externally to achieve the desired results. 3. Train & develop partner sales and service teams to enable them to pitch effectively to new customers and thereby achieve the business numbers. 4. Motivate and help partner employees to share and even close more leads in timely manner. 5. Improve the company's mindshare and thereby wallet-share. Desired Cand...

Business Development & Sales Drive insurance sales through partner bank branches within the assigned area. Achieve business targets (premium, revenue, product mix, persistency) as per company objectives. Identify cross-sell and upsell opportunities to maximize wallet share. Relationship Management Build and nurture strong relationships with bank branch managers, cluster heads, and staff. Ensure alignment between bank stakeholders and company objectives. Conduct regular joint business reviews with bank leadership. Team Leadership Lead, mentor, and motivate a team of Relationship Managers/Partner Support staff. Provide training, coaching, and performance feedback to improve productivity. Ensur...

Job title: - Relationship Manager - Bancassurance. Location: ERNAKULAM 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 agreeme...

Role & responsibilities • Responsible for managing a key relationship of a very reputed and demanding Bank. Responsible for managing overall business for assigned area (4-5 branches) which involves business development, sales, relationship management, operational and training support, identifying new business opportunities, and meeting overall target assigned on new business. Responsible to establish productive, professional relationship with key personnel of assigned business vertical. • Responsible for all operations, customer servicing and customer retention activities for the assigned business verticals. • Responsible to drive business through credit life /group initiatives to achieve mo...

Role & responsibility: Responsible for business achievement by driving sale of life insurance products to Branch Banking customers of partner bank. 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

You will be responsible for managing relationships with customers through the Bancassurance channel at Kanhangad, Kasargod. Your key responsibilities will include: - Building and maintaining relationships with the Channel Partner, Federal Bank - Promoting and selling insurance products to customers - Providing excellent customer service and addressing any customer queries or concerns To qualify for this role, you should have: - Any Degree or Diploma with a minimum of 3 years of relevant experience The company offers benefits such as: - Internet reimbursement - Life insurance - Provident Fund Please note that the work location for this role is in person. If you meet the qualifications and are...

We are hiring for cluster manager for one of leading Life Insurance company for Banking channel to lead Banca Insurance sales Team. Candidates below age of 33 years having banca insurance experience of min 3 to 7 years preferably team handeling .

Sourcing business from NBFC&Bank partnerships in designated geography which include Mortgage partners,Co Operative Banks,MFI& Gold Loan Partners Meeting sales/revenue targets monthonmonth Providing partners with comprehensive product BD exp is must

Position: Relationship Manager Mode: Online Digital Sales Product: ULIP Plans (Mutual FundLinked Products) Job Description: We are seeking a dynamic and skilled Relationship Manager to join our Online Digital Sales team. The ideal candidate will have strong experience in selling life insurance and investment products through digital platforms. You will be responsible for engaging with customers, understanding their financial needs, and recommending suitable ULIP plans. Key Responsibilities: Drive online sales of ULIP and other investment-linked products. Engage with customers via calls, emails, and digital channels to understand requirements. Provide expert guidance on financial products inc...

Handles insurance sales through bank branches, builds strong ties with bank staff, generates leads, meets customers, recommends products, achieves targets, ensures smooth service and customer satisfaction. cv.willpower@gmail.com Hr pooja 8390569821 Required Candidate profile Minimum 2 years of experience in field sales / banca channel Good Communication skill and should be presentable Graduation is mandatory Locality Cibil -650 mandatory Age -24 to 40 years Perks and benefits Fast Track promotion Unlimited incentive Mediclaim

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.shreya-mehta@kotak.com or call on 9820346873 LOCATIONS- Tirur,Eddapal,Kodungallur,Nilambur and Alathur. 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 ba...

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.shreya-mehta@kotak.com or call on 9820346873 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 trai...

Post : Branch Sales Manager • Lead will be provided • Need to seat in bank handle walking customer • Generate business through the Lead • Close the leads provided by Company Required Candidate profile • Must be Graduate • Must have 1 YEARS of experience in Sales / Banking / Finance / Insurance Sector • Good Communication Skills • Age Criteria:- 21 to 35 Years Contact : 7284800526 HR Tisha Perks and benefits Incentives + Appraisal + PF + Promotions

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 • Education : Any Graduate • Experience : Must 1 YRS of Sales / Banking / Finance / Insurance Sector • Age : 21 to 33 YRS • Good Communication Skills Contact : 9558211656 HR Mohit Perks and benefits Incentive + PF + Mobile with Several

We are hiring Branch sales officer with one of the leading banks in PAN India Deal with the walk-in customers in branch Will have to work on the leads given from branch Set up a meeting with potential customers and close the deal Mostly branch-work Required Candidate profile Graduation or Above Age 21 to 38 Years Minimum 6 Months experience in any sales Fresher's Can't Apply Good Communication ship Vacancy in All South location Perks and benefits - Incentive - Life Insurance Cover - Paid Leave