Relationship Manager / Senior Relationship Manager / Territory Manager Sales - Bancassurance Assist /help SP to generate leads and log in prospective applications Driving and motivating the bank SP, logging in applications sourced, through operations department Tapping the right database of the branch and ensure authentic documentation Build relationship with the business partners and ensure self and SP targets are met effectively Adhering to PNB MetLife policies and providing need based selling support. Ensuring that customers are well informed of the product features sold through SPs/ Bank Acting as a team player and reporting the number of applications logged in for the business everyday to the reporting manager without fail Ensure high level of Persistency & Customer Service to the customers 1-5 years of Experience in Insurance Industry; 85% of GS and 70 % on persistency Skills Required:should have good communication skills and willing to travel and lead the team across the branches Should be able to deliver under pressure situations. High on achievements and should be aggressive to meet the sales target

Key Responsibilities: Handling a team of 10-15 FLS and generating business through channel partner. Driving business through 20-30 PNB Branches in the Circle Responsible for targets allocated to 20-30 PNB Branches Driving and motivating the branch staff along with the Team to generate leads and log in prospective applications Conduct regular team meetings and motivate the Team members to achieve their targets Educate and motivate the team on the contest roll out and update on the new products launched in the market Build relationship with the business partners and address their queries. Location-Kashipur,Ghaziabad,Dehradun,Bijnore

He / She will propose the strategic Bancassurance sales plan with respect to the assigned regions, discuss necessary approvals and execute the agreed plan. Further he/ she will formulate strategy in the areas of customer targeting, product proposition, sales structures, marketing and branding. He/ she will direct the strategy for establishing profitable and productive relationships with these partners He/ she will plan and implement appropriate models and strategies with respect to the bank partners with the aim of adding distribution power to the existing business

He / She will propose the strategic Bancassurance sales plan with respect to the assigned regions, discuss necessary approvals and execute the agreed plan. Further he/ she will formulate strategy in the areas of customer targeting, product proposition, sales structures, marketing and branding. He/ she will direct the strategy for establishing profitable and productive relationships with these partners He/ she will plan and implement appropriate models and strategies with respect to the bank partners with the aim of adding distribution power to the existing business

He / She will propose the strategic Bancassurance sales plan with respect to the assigned regions, discuss necessary approvals and execute the agreed plan. Further he/ she will formulate strategy in the areas of customer targeting, product proposition, sales structures, marketing and branding. He/ she will direct the strategy for establishing profitable and productive relationships with these partners He/ she will plan and implement appropriate models and strategies with respect to the bank partners with the aim of adding distribution power to the existing business

He / She will propose the strategic Bancassurance sales plan with respect to the assigned regions, discuss necessary approvals and execute the agreed plan. Further he/ she will formulate strategy in the areas of customer targeting, product proposition, sales structures, marketing and branding. He/ she will direct the strategy for establishing profitable and productive relationships with these partners He/ she will plan and implement appropriate models and strategies with respect to the bank partners with the aim of adding distribution power to the existing business.

He / She will propose the strategic Bancassurance sales plan with respect to the assigned regions, discuss necessary approvals and execute the agreed plan. Further he/ she will formulate strategy in the areas of customer targeting, product proposition, sales structures, marketing and branding. He/ she will direct the strategy for establishing profitable and productive relationships with these partners He/ she will plan and implement appropriate models and strategies with respect to the bank partners with the aim of adding distribution power to the existing business

Relationship Manager/Senior Relationship Manager-PNB Banca 1. must have 2+ year of banca exposure {preferably work ex in PSU bank) 2. Good in Banca Sales role- (budget achievement should be above average) 3. Good in PSU/Bank relationship management (Channel partner collaboration) 4. Ready to Travel (Extensively) 5. Must have exposure of Life insurance sales 6. Must have basic knowledge of MS office(i.e. mail writing, PowerPoint, MS excel Location : - North Delhi,(Rohini,Azadpur,Pitampura etc) ,Ghaziabad,Vaishali (Kavi Nagar, Mohan Nagar etc.)

We are seeking an energetic and dedicated professional Branch Manager for Agency Channel ,Direct & Banca - This role includes the training, motivation, and management of FLMs to achieve their sales goals. - Additionally, you will be directly involved in selling insurance solutions to customers. Key Responsibilities:. - Achieve branch profitability and increase market penetration by meeting revenue targets. - Identify, recruit, and develop a strong team of FLMs to build an effective sales network. - Ensure branch compliance with company policies and industry regulations. - Increase customer footfall at the branch level through local marketing activities. - Build and maintain strong connections with local stakeholders for seamless daily operations. - Hire, train, and monitor the performance of branch staff.

Role & responsibilities 1) Achieve Sales Targets (Premium & Revenue) to contribute to the company level growth target. 2) Develop and strengthen relationship with the Banks branch team. 3) Prospecting and engaging with the walk-in customers in the branch and do a quick need analysis’. 4) Engage to improve customer awareness about Life products and improve target penetration within the branch’s customer base. 5) Ensure seamless delivery and adherence to sales processes. Preferred candidate profile • Graduates and above. • Atleast 1 year of experience in Life Insurance Sales and stable candidates. • Good relationship building and communication skills. • Basic proficiency in English apart from one other local language.

Role & responsibilities Responsible for driving the sales of life insurance product through bank branches. Builds and manage strong relationship with bank staff and customers to generate leads, provide knowledge, and ensure policy issuance. Preferred candidate profile

We are hiring Relationship Manager - Banca channel for Kharagpur location Profile : Relationship Manager Channel : Bancassurance Location : Kharagpur Candidates must be open to travel Email id : Sanjay.Sengupta@edelweisslife.in

Dear Candidate , Pls find the mentioned job opportunity: Bancassurance profile as Key Account Manager for IDFC First Banca Channel. If interested, pls share your resume at swati.roy@tataaia.com Experience -1-5 Yrs Location - Howrah+Chandannagar, Salt Lake Sector 1,2 & 5, Girish Park+Parkstreet, Beleghata+Topsia, Kasba+Rajdanga 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 Candidate should be graduate. Should have at least 1-2years of BFSI sales experience. Should have knowledge of Life Insurance products. Best Regards, Swati Roy

Role Summary: - 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 Good product knowledge • Working knowledge of MS Office

Role Summary: - 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 Good product knowledge • Working knowledge of MS Office

We are hiring for two senior leadership roles Corporate Sales Manager in the Bancassurance Channel for Indias leading life insurance company. Job Roles and Responsibilities of Corporate Sales Manager: Team Leadership: Manage and motivate a team of Sales Managers to achieve business goals in the Bancassurance channel. Partnership Management: Strengthen relationships with corporate banking partners to drive life insurance sales. Training and Development: Provide product knowledge and sales training to team members and banking staff to improve productivity. Revenue Generation: Ensure consistent achievement of sales targets and contribute to the overall business growth of the region. Market Analysis: Monitor market trends and competition to refine sales strategies. Required Skills & Qualifications: For CSM - 7 + Years of experience in Life Insurance Banca Channel with 1 to 2 Years in Team Management Strong relationship management and team-building abilities. Ability to strategize and execute business plans to meet targets. Excellent communication and interpersonal skills. Age: Upto 41 Years For more information - Kindly Contact Us: Nisha P | HR Team Phone/WhatsApp: +91 9904750213

Asign to one branch for overall sales oprations online Managing the sales through assigned leads The candidate has to handle tie-up partners To Close The leads Provided By the Company Handle the walk-in customer Do Cross Selling Products Required Candidate profile Experience: Minimum 1 year of experience in sales. Education: Bachelor’s degree Skills: Strong relationship and negotiation skills

We are looking for young, high energy individuals with a passion for sales and for achieving aspirational targets This is a sales role for our Agency business Key responsibilitiesIdentify & recruit right quality advisors to build a strong advisor base Provide training on products, business processes and selling techniques continuously Provide assistance to advisors in lead generation, prospecting and business development Ensure that advisors provide right financial solutions to customers as per need analysis and they adhere to required business processes and norms Achieve the business target each month for generating new business and advisor recruitment Ensure the selling through team of advisors is aligned to all business quality metrics Be the first point of contact for the customer to authenticate the concerns raised and validate with authorities Exercise due diligence at first level to prevent unauthorized/ fraudulent transactionsCandidates who are willing to be mobile and work across locations will be preferred Minimum requirementsExperience in customer facing roles in any industry; prior experience in life insurance industry is not mandatoryNote Compensation and level fitment in the organisation will be offered commensurate with role, education and prior work experience of the candidate

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

Job Description Job Title Associate Sales Manager Location Branch Name (as per requirement) Department Bancassurance Function Bancassurance YBL - Sales Reporting to Center Manager Band 5A Function Summary 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 This role involves establishing and strengthening relationships with branch managers and staff to generate leads, the candidate will actively participate in branch activities. The incumbent will be responsible for closing sales and ensuring follow-up on issuance. A key aspect of the role is to increase the bank s customer awareness about life insurance solutions and achieve targeted penetration of cross-sell within the branch s customer base. The candidate will effectively drive reward and recognition programs for bank staff and regularly train them on life insurance concepts and new product introductions. 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 2 to 4 years of experience in sales Good communication skills - English & regional language (preferred) Age group 22-28 years Preferably has own conveyance

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

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 Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines.

We are looking Fresher and Experience candidate for all over the Bangalore location. Work closely & jointly with Banc assurance channel partner to ensure CHL achieves its business aspiration in line with the AOP Targets (New & Customer Retention )as stated in individual objective setting sheets. Support channel partner in delivering higher levels of productivity and facilitate the process of Submission to- Issuance within mutually agreed timelines. Protect Customer & CHL interests by ensuring processes /systems in-use; comply with regulatory & internal guidelines. Effectively manage channel partner expectations & improve the quality of Relationship Management to build a mutually benefiting model. Key responsibilities of the job holder are: Business Development | Execution – Implementation of Sales & Customer Retention Strategies | Relationship Management. The said role requires the Job Holder to balance Customer Servicing activity along with Sales Acquisition, while ensuring, the necessary growth as per AOP coupled with Highest Persistency.

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: To drive and deliver exceptional business performance to grow the CBG portfolio through the provision of efficient business management, powerful leadership, team development and achievement of operational rigour excellence with multiple customer categories. Key Responsibilities: Accountable for achieving monthly & annual sales targets for the city, as agreed. Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share. Monitoring of progress towards achieving targets is done on a weekly basis. Agree targets and take accountability for the overall achievement of CBG product portfolio performance objectives for the branch in terms of Customer Experience, Sales Growth & Income Contribution. Costs performance, Employee Satisfaction, Risk and rigour management. Provide clear direction on business objectives, translating and prioritizing into business performance measures. Ensure balance between NTB customer acquisition & penetration of existing customers. Define objectives for the emerging affluent (Non Treasures) as well as the Treasures segment. Develop & implement strategy to deepen wallet share of existing customers. Build and develop a high performing team through embedding performance development and coaching. Create an empowering environment for the team, encouraging individual ownership and initiative. Ensure coaching and feedback in order to achieve their maximum potential. Make reward decisions within set guidelines Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy. Define progressively higher service standards for each branch aligning to DBS standards. Ensure reduction of complaints & error rates. Job Duties & Responsibilities: Working with the Branch Heads to achieve sales & service through in-branch business development activities, and providing feedback to the team. Manage staff attendance levels, based on monthly absence statistics (annual leave, sick leave, etc.) to ensure proper work ethics & discipline. Directly responsible for discipline initiate misconduct or incapacity charges, follow discipline processes together with HR Determine and manage Training Needs Analysis and Succession plans for Team Leaders in the branch Working with the team to achieve sales & service through in-branch business development activities. Ensure that branch staff own and manage customer queries and complaints by taking ownership and resolving in a timely manner. Act as the escalation point for their unresolved queries and complaints. Brief staff on promotional and product launches; provide regular feedback on sales performance. Establish relationships with key clients or business influencers in the local area, including doing some client entertainment within overall annual budget limits. Support product specialists and the direct sales team in marketing of group schemes and other corporate products to local businesses. Ensure compliance with operations risk and rigour requirements e.g. Health & Safety standards, security of premises, KYC and anti-money laundering measures. Establish DBS Bank as a wealth management provider in India. Undertake frequent competitor analysis so that DBS product suite is in line with (or ahead of) competing banks. These updates to be shared with the Head CBG and Product teams at regular intervals. Also identify local promotional activities which will help reinforce the DBS brand. Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries. Work hand in hand with other business units to ensure that objectives of the team are met and there is team harmony and unity. Facilitate the distribution of third party investment products to customers, after taking into consideration the risk profile and investment objectives of the said customer. This will entail constant Required Experience: Overall 8-10 years of experience in sales & 2-3 years in a leadership or team management role. 3-5 years of sales experience in retail banking and/or bancassurance Proven sales track record in the insurance/ financial services industry Sound Understanding of financial planning and wealth management products Knowledge of competitors and market place Preferably AMFI and or IRDA certified Education / Preferred Qualification: Graduate / Post Graduate with MBA in relevant field Core Competencies: Excellent listening skills, with an inquisitive mind Strong ability to influence Self-drive and highly ambitious Good written and verbal communication skills Results-orientated & the ability to handle pressure Relationship building & management skills Understanding of competitive positioning Strong customer orientation & Focused on the brand Creative Comfortable with tight deadlines Attention to detail & Tenacious

Designation: Relationship Manager Lead will be provided by the company Sell the life insurance products to the customers Sell in life insurance products through bank Share resume on what's App 8956244952 MBA Fresher can apply2025,2024 and2023 Passout Required Candidate profile Candidates have experience in Life Insurance sales Age Limit :22- 35 Fresher can apply 2025,2024 and 2023 Passout we have opening in Bangalore Perks and benefits Incentives