2249 Bancassurance Jobs - Page 3

Tata AIA Life Insurance Company Ltd. is looking for Manager - Agency Business Associates to join our dynamic team and embark on a rewarding career journey Team Leadership: Manage and lead a team of employees, providing direction, guidance, and support to achieve departmental or organizational goals Planning and Strategy: Develop strategic plans, set goals, and create action plans to accomplish business objectives Operations Management: Oversee day-to-day operations, ensuring efficient workflow, resource allocation, and adherence to policies and procedures Budgeting and Financial Management: Manage budgets, allocate resources, monitor expenses, and contribute to financial planning Performance Management: Set performance expectations, conduct performance evaluations, and provide coaching and feedback to team members Project Management: Plan, execute, and monitor projects, ensuring timely completion, quality, and alignment with objectives

Tata AIA Life Insurance Company Ltd. is looking for Assistant Relationship Manager to join our dynamic team and embark on a rewarding career journey Client Interaction: Assist in building and maintaining relationships with clients by providing exceptional customer service and addressing their financial needs Client Onboarding: Help onboard new clients by collecting necessary documentation, conducting KYC (Know Your Customer) checks, and ensuring compliance with regulatory requirements Needs Assessment: Work closely with clients to understand their financial goals, risk tolerance, and investment objectives Product Knowledge: Stay updated on a wide range of financial products and services offered by the institution, such as banking products, investment options, and insurance offerings Financial Analysis: Analyze clients' financial situations and portfolios to provide recommendations on investment strategies and financial solutions Account Management: Assist clients with account-related activities, including fund transfers, account statements, and investment transactions Cross-Selling: Identify opportunities to cross-sell and upsell additional financial products or services to existing clients based on their needs and financial goals Reporting: Prepare and maintain reports on client portfolios, investment performance, and other relevant data for review by senior relationship managers or clients themselves Compliance and Regulations: Ensure that all client interactions and activities comply with industry regulations and internal compliance standards

Required Min 5-6 yrs experience in life Insurance Team Handling experience required Ctc upto 16 lpa Coordinate with HR 9587136422

Establishing & strengthening relationship with the Bank Branch Manager to gain leads.Prospecting customers of the Bank & conducting Quick Need Analysis For More Details 7374848545- Neelam

Engage and nurture the relationship with channel partners to drive the business targets. Design and execute a sales plan to help the team gain maximum mindshare of the distributor, thus meeting targets and improve market share in the channel.

Hiring for SALES OFFICER for Banca Channel-Life Insurance Locations : Karatagi,Sindhnoor ,Gangavathi Preferred candidate profile : Freshers are eligible Education: Any Graduate CTC Range : 2.75LPA If interested share your updated resume on 9032608694 OR email id : snehatalla@tminetwork.com

•Lead, mentor, and motivate a team of FRM across the cluster. •Drive revenue and business growth through Service to Sales initiatives, ensuring achievement of cluster targets. •Ensure superior customer service standards while cross-sell and upsell Required Candidate profile • At least 4 to 5 year of Insurance Sales Experience in Direct channel or Agency Channel • Good Communication Skill • Minimum 1.5 years of experience in Direct or Agency Team Handling

aditya birla capital life insurance -banca channnel Age – 34 yr Max Exp –1–3-years Bancassurance or Banking with insurance as cross sales product. Can be look from NBCF’s or Broking companies. orange.chd.nidhi@gmail.com 7018514644

Hiring for the post of SALES OFFICER for Banca Channel-Life Insurance Locations : Davangere, Bagalkot, Haveri No of Position: 43 Preferred candidate profile : Freshers are eligible Education: Any Graduate CTC Range : 2.75LPA If interested share your updated resume on 9032608694 OR email id : snehatalla@tminetwork.com

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 .

Hey Folks , Greetings from TATA AIG General insurance company Ltd...!!! We are Hiring Relationship Manager - Bancassurance for in multiple location of Mumbai and Navi Mumbai . We are looking for Graduate and Post Graduate(MBA) Freshers. Key Accountabilities/ Responsibilities Responsible for Achieving overall Gross Written Premium • Team Management. • Channel Relationship Visit Branches • Conduct Meetings • Regular training of Bank employees regarding TAGIC Products. • To maintain Renewal of Business Timely follow up with the clients. • Tracking religiously in first week of every month. • Driving Bank for retention first • To maintain the hygiene • Proper QC and issuance of premium collected. • Proactive in handling claims. • Responsible for getting new Business. • New LOBs, New product customized for Banking products. Qualification :- Graduate & MBA Fresher Perks and Benefits: Travel Allowance + Lucrative Incentives If interested kindly apply or share CV on Ritikavikash.quesscorp@tataaig.com

Any Sales or Field sales Experience candidate can apply Min 1 yr of experience in any sales/ LI, HI, GI or any Insurance sales Age Limit below 40yrs Urgently Hiring for Agency / Banca /Direct Channel Interested directly contact +91 7013250022

Role & responsibilities Drive health insurance product sales through assigned Bank branch Build strong working relationships with Branch Managers, Personal Bankers, and RMs . Conduct daily branch visits , lead generation activities, and joint customer calls . Deliver product training sessions and motivate the Bank staff for lead generation. Achieve and exceed monthly and quarterly targets assigned by the company. Ensure all leads are tracked, followed up, and closed within defined timelines. Maintain 100% adherence to compliance, documentation, and IRDAI guidelines. Provide post-sale customer support and assist with queries or claim-related concerns. Submit daily activity reports, branch-wise MIS, and funnel updates to reporting manager. Preferred candidate profile Minimum 1 year of experience in bancassurance/insurance sales (health or life insurance preferred). Prior experience working with Bank or PSU bank is a strong advantage. Familiarity with the local market Excellent interpersonal and relationship-building skills. Field-oriented with strong ownership mindset and result orientation. Fluent in Bengali, Hindi, and Basic English. Education: Graduate in any stream

Focus on cross-sell & up-sell opportunity in allocated customers.Ensure successful completion of licensing as per MLI standards. Minimum 1 Yrs. of experience in selling any financial products

Training, guiding, updating the RMs and PBs on life insurance concepts, selling skills, products of company, and processes. Required Candidate profile 4 years of experience of LI Sales/ BFSI Sales From Insurance or Banking industry candidate required age Max 38 Call / whatsapp - 7008628064

Candidate will be tagged to 2-3 bank branches, work with Branch Managers and staff to promote Life Insurance. Must build strong relationships, generate leads, drive closures, and visit all assigned branches daily to maximize revenue. LOC:- RAJ, PUNB

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

Openings for Banca sales -Maintain Good relationship with bank & sell the Life insurance -Handling walk in customers & leads provided by the bank -Business development for Life Insurance products candidate can Apply/Refer their CV at 8805901485 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

Find & contact potential customers Build and maintain good relationships with client Explain & promote products or services Cross-selling of various financial products to Bank customers. Help partners generate and track leads & close sales. Required Candidate profile Qualification : Mini. Graduation in any stream Experience : 2+ Years of Experience in Banking, Insurance, Investment or BFSI Sector CTC : 4.0 LPA Only + Incentive + Other Benefits Kevisha-88490 20556

You should have 5 to 10 years of experience in the insurance industry, with a specific focus on Bancassurance for 3 to 5 years. The preferred age range for this role is 32 to 40 years, and you should be open to travel as required. Your expertise should include a strong knowledge of Life Insurance products, sales strategies, and market dynamics. In this role, you will be responsible for conducting product, sales, and regulatory training sessions for bank staff. You will also deliver induction programs for new joiners in the banca channel. Additionally, you will drive sales enablement by providing training on objection handling, need-based selling, and customer engagement. Monitoring training effectiveness using pre- and post-training assessments will be part of your responsibilities. You will need to identify training needs by interacting regularly with sales teams and analyzing performance data. Providing feedback to the sales leadership and assisting in bridging knowledge and skill gaps will also be important. Ensuring that all trainings are aligned with IRDAI regulations and company compliance policies is crucial. You will need to keep bank staff updated on new products, process changes, and compliance norms. Building strong relationships with bank branch heads, regional managers, and internal sales teams is essential. You will act as a training partner and advisor for Bancassurance sales leaders, providing support and guidance. About the Company: Since its inception in 2011, our client has been a leader in transforming businesses through performance-driven training. They have a proven track record of enhancing productivity and curbing attrition across diverse industries. With nearly 60,000 individuals trained annually, they are a trusted training partner for some of India's most prominent corporations, consistently delivering results that drive business growth.,

MBA/Graduate with minimum 5-7 years of sales experience and minimum 3 years of people management experience. Experience of managing sales team in the BFSI space will be preferred. Strong sales planning, team management and high achievement drive Required Candidate profile Engage and nurture the relationship with channel partners to drive business targets. Review team's progress against plan/guide them to succeed and grow in their careers. Ensure quality and persistency

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 Contact Number- 9325460649 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 KotakBank.

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.muskaan-biswas@kotak.com Contact Number- 9730268028 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 KotakBank.

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.muskaan-biswas@kotak.com Contact Number- 9730268028 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 KotakBank.

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.muskaan-biswas@kotak.com Contact Number- 9730268028 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 KotakBank.