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1.0 - 4.0 years
1 - 2 Lacs
Mumbai, Mumbai Suburban
Work from Office
Hiring for Leading Life Insurance Company Only Life insurance experience candidates can apply for this opportunity Qualification : Any Degree Role & responsibilities The Business Manager has the responsibility of driving sales and achieving the sales target for the assigned bank branches Target Achievement Drive sales and achieve targets through the bank branches Selling companys product Sales Support Support the CRO in his sales effort, in terms of generating benefit illustrations,accompanying on client calls if required etc Relationship Management The Bank is the key customer of the Business Manager and he has to engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance, Companys product offerings and understand their issues/ concerns about selling insurance (if any) Ensure that all service requirements are met, medicals facilitated and customers are satisfied. Lead Generation Spearhead all lead generation initiative from the bank whether through walk in, data-mining, referrals and others. WORK EXPERIENCE 1-4 years In Insurance / Banking / Finance / NBFC AGE Below 35 years Note : Interested candidates can share your cv to this email id : shravanthig.hyd@tminetwork.com WhatsApp to this number : 8712221365 Requested you share references as well
Posted 1 month ago
1.0 - 4.0 years
2 - 4 Lacs
Guwahati, Kolkata, Cuttack
Work from Office
Role & responsibilities Partner Relationship Management Build strong rapport with branch staff to generate life insurance leads Work closely with bank personnel to ensure seamless product promotion and customer conversion Sales Target Achievement Drive sales of life insurance products through bank branches to meet assigned monthly, quarterly, and annual targets Maintain high productivity and conversion ratios from leads generated Customer Engagement Identify customer needs and offer suitable insurance products Deliver product presentations and policy explanations with clarity and compliance Compliance & Process Adherence Ensure all sales activities are compliant with regulatory and organizational guidelines Maintain complete and accurate records of leads, closures, and customer communications MIS & Reporting Update sales dashboards, lead trackers, and performance reports for review and analysis Ensure timely and accurate reporting to sales leadership Preferred candidate profile Graduate in any discipline (mandatory) 14 years of sales experience in Bancassurance, insurance, or financial services sector
Posted 1 month ago
2.0 - 7.0 years
2 - 4 Lacs
Noida
Work from Office
Virtual Acquisition Manager Location : Noida Contact : Ganesa Subramanian Whatsapp : 8056659888 (share your resume) Good english communication Must known Local / south languages About OCC: Outbound Contact Center engages with the Axis Bank customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. The Outbound Contact Centre supports the respective Line of Business to achieve and exceed dial targets through effective use of communication skills and envisages to provide a differential customer experience About the Role: The Virtual Acquisition Manager (VAM) uses business acumen, operational knowledge and impactful client interactions to identify and deliver the right product solution to prospective customers and explore other cross-sell opportunities to them. The Virtual Acquisition Manager (VAM) needs to be proficient in the core NTB liability product being offered andpossess working knowledge of Retail Asset products, Banking operations, Investment options and Cardproducts Key Responsibilities Manage the liability product acquisition thru leads from digital channel and propensity bases, delivering our prospective liability clients a superior customer experience. Acting as a single point of contact till the customer is on boarded. Achieve the monthly assigned business targets through effective conversion ratio, right product mix, defined average sourcing value and cross-sales generating fee income across investment, assets and cards. Effectively utilize all applications, tools, and databases used to process transparent end to-end client support. Proficient with systems related to Banking transactions and services Strictly adhere to the internal control policies and ensure that the organization's activities are carried out in accordance with the set guidelines Qualifications: Optimal qualification for success on the job is: Graduate or Post graduate from a recognized institution. 2- 5 years relevant role/ BFSI sector. Role Proficiencies: For successful execution of the job, the candidate should possess the following: Proficiency in systems related to Banking transactions and services. Good communication skills in both English and local language. Excellent lead generation and conversion skill. Ability to handle pressure and meet deadlines. Ability to successfully work as a part of a team. High sales orientation to meet the sales targets consistently. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department.
Posted 1 month ago
1.0 - 4.0 years
2 - 3 Lacs
Bobbili, Repalle
Work from Office
Hiring for Leading Life Insurance Company Only Life insurance experience candidates can apply for this opportunity Qualification : Any Degree Role & responsibilities The Business Manager has the responsibility of driving sales and achieving the sales target for the assigned bank branches Target Achievement Drive sales and achieve targets through the bank branches Selling companys product Sales Support Support the CRO in his sales effort, in terms of generating benefit illustrations,accompanying on client calls if required etc Relationship Management The Bank is the key customer of the Business Manager and he has to engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance, Companys product offerings and understand their issues/ concerns about selling insurance (if any) Ensure that all service requirements are met, medicals facilitated and customers are satisfied. Lead Generation Spearhead all lead generation initiative from the bank whether through walk in, data-mining, referrals and others. WORK EXPERIENCE 1-4 years In Insurance / Banking / Finance / NBFC AGE Below 35 years Note : I f interested Please share your resume on whatsapp: Sneha - 9032608694 / snehatalla@tminetwork.com Requested you share references as well
Posted 1 month ago
1.0 - 4.0 years
2 - 3 Lacs
Kodad
Work from Office
Hiring for Leading Life Insurance Company Only Life insurance experience candidates can apply for this opportunity Qualification : Any Degree Role & responsibilities The Business Manager has the responsibility of driving sales and achieving the sales target for the assigned bank branches Target Achievement Drive sales and achieve targets through the bank branches Selling companys product Sales Support Support the CRO in his sales effort, in terms of generating benefit illustrations,accompanying on client calls if required etc Relationship Management The Bank is the key customer of the Business Manager and he has to engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance, Companys product offerings and understand their issues/ concerns about selling insurance (if any) Ensure that all service requirements are met, medicals facilitated and customers are satisfied. Lead Generation Spearhead all lead generation initiative from the bank whether through walk in, data-mining, referrals and others. WORK EXPERIENCE 1-4 years In Insurance / Banking / Finance / NBFC AGE Below 35 years Note : I f interested Please share your resume on whatsapp: Sneha - 9032608694 / snehatalla@tminetwork.com Requested you share references as well
Posted 1 month ago
1.0 - 4.0 years
2 - 3 Lacs
Gadwal, Nizamabad
Work from Office
Hiring for Leading Life Insurance Company Only Life insurance experience candidates can apply for this opportunity Qualification : Any Degree Role & responsibilities The Business Manager has the responsibility of driving sales and achieving the sales target for the assigned bank branches Target Achievement Drive sales and achieve targets through the bank branches Selling companys product Sales Support Support the CRO in his sales effort, in terms of generating benefit illustrations,accompanying on client calls if required etc Relationship Management The Bank is the key customer of the Business Manager and he has to engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance, Companys product offerings and understand their issues/ concerns about selling insurance (if any) Ensure that all service requirements are met, medicals facilitated and customers are satisfied. Lead Generation Spearhead all lead generation initiative from the bank whether through walk in, data-mining, referrals and others. WORK EXPERIENCE 1-4 years In Insurance / Banking / Finance / NBFC AGE Below 35 years Note : I f interested Please share your resume on whatsapp: Sneha - 9032608694 / snehatalla@tminetwork.com Requested you share references as well
Posted 1 month ago
0.0 - 5.0 years
1 - 3 Lacs
Noida, Rohtak, Rewari
Work from Office
We are hiring for Banca Insurance Manager for one of Leading Life Insurance company . Candidate Must be Graduate and prefered from BFSI / Insurance Industry. Prefered Having Experience in Insurance sales in Banca/ Agency/Direct channel.
Posted 1 month ago
7.0 - 12.0 years
10 - 18 Lacs
Kochi, Kozhikode, Thiruvananthapuram
Work from Office
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
Posted 1 month ago
1.0 - 5.0 years
3 - 5 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Candidate needs to have minimum 6 months sales experience Candidates need to have Life Insurance Experience Candidate needs to have good communication skills Interested candidates can call HR Varun- 9310054306 /Whatsapp- Resume
Posted 1 month ago
1.0 - 6.0 years
3 - 5 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
We require:- Age: 22- 38 years Education: Graduation in any stream Minimum Sales Experience: 1 Year to 10 years BFSI sector candidates will be preferred more interested candidate can call @ HR kavita 9318460257 /WHATSAPP RESUME
Posted 1 month ago
1.0 - 3.0 years
3 - 4 Lacs
Kolkata
Work from Office
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 2 to 4 years of work experience in Insurance/ Financial Service Background, Public Sector Bank partner work experience would be preferable Any Graduate Age below 35 years Eligible candidates may share update resume on Swati.Roy@tataaia.com Please mention applied position in subject line.
Posted 1 month ago
2.0 - 4.0 years
3 - 4 Lacs
Kolkata, Patna, Howrah
Work from Office
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 2 to 4 years of work experience in Insurance/ Financial Service Background, Public Sector Bank partner work experience would be preferable Any Graduate Age below 35 years Eligible candidates may share update resume on Swati.Roy@tataaia.com Please mention applied position in subject line.
Posted 1 month ago
1.0 - 3.0 years
3 - 5 Lacs
Salem
Work from Office
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 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 1 month ago
1.0 - 2.0 years
3 - 4 Lacs
Tiruchirapalli
Work from Office
Job Description Position Relationship Associate - Bancassurance Incumbent Name Department Axis Function Axis Sales Reporting to Cluster Manager / Area Manager Band 5 Location Team size (D/I) Individual Role JOB SUMMARY - Individual Role and will be managing bigger and medium size Axis Branch and will be responsible for generating business from Branch, and thereby will meet the target. Person would be reporting to Cluster Manager / Area Manager Axis Sales. KEY RESPONSIBILITIES- 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 Case Size- Plan Vs Actual - as per target assigned Seller Activation- Seller Activation (%) - Plan v/s Actual- as per target assigned Persistency- 15th month Persistency (%) - >82.5 and as per plan Key competencies/skills required Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Desired qualification and experience- 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 and/or DSA relationship. Org Chart- NRH ZVP CRM & AVP DCM/ CM/ ARM RA/ ASM/ SM Job Description Position Relationship Associate - Bancassurance Incumbent Name Department Axis Function Axis Sales Reporting to Cluster Manager / Area Manager Band 5 Location Team size (D/I) Individual Role JOB SUMMARY - Individual Role and will be managing bigger and medium size Axis Branch and will be responsible for generating business from Branch, and thereby will meet the target. Person would be reporting to Cluster Manager / Area Manager Axis Sales. KEY RESPONSIBILITIES- 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 Case Size- Plan Vs Actual - as per target assigned Seller Activation- Seller Activation (%) - Plan v/s Actual- as per target assigned Persistency- 15th month Persistency (%) - >82.5 and as per plan Key competencies/skills required Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Desired qualification and experience- 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 and/or DSA relationship. Org Chart- NRH ZVP CRM & AVP DCM/ CM/ ARM RA/ ASM/ SM
Posted 1 month ago
7.0 - 12.0 years
9 - 10 Lacs
Mumbai
Work from Office
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 knowledgeLeverage different sales drivers like partner productivity to deliver quality & profitable growthHelp, support and guide team members in achieving their goal sheet targetsTrack 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 normsDrive central sales initiatives for the territory through communication forums and meetingsCoordinate with central teams to design and implement required interventions for specific bancassurance partnersCandidates 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
Posted 1 month ago
0.0 - 6.0 years
2 - 8 Lacs
Jhansi
Work from Office
Will be responsible for meeting sales target through Bank s FOS. Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received form all constituents in the bank branch. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Shall approach him/herself at least 5 new customers in the bank branch each day. 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. Shall train the bank staff regularly on concepts in life insurance and new product introductions. Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Branch Manager Effective Lead generation and meet value / number targets
Posted 1 month ago
15.0 - 20.0 years
25 - 30 Lacs
Kurukshetra
Work from Office
Job Description Position Relationship Associate/Associate Sales Manager Reporting To Cluster/Area Manager Department Axis Function Axis Sales Location Band 5/5A About Max Life Insurance Max Life Insurance, one of the leading non-bank promoted private life insurers, is a joint venture between Max Financial Services Ltd. and Mitsui Sumitomo Insurance Co. Ltd. Max Financial Services Ltd. is part of the Max Group, which is a leading Indian multi-business corporation, while Mitsui Sumitomo Insurance is a member of the MS&AD Insurance Group, which is amongst the leading insurers in the world. Max Life Insurance offers comprehensive long term savings, protection and retirement solutions through its high quality agency distribution and multi-channel distribution partners. A financially stable company with a strong track record over the last 15 years, Max Life Insurance offers superior investment expertise. Max Life Insurance has the vision To be the most admired life insurance company by securing the financial future of our customers. The company has a strong customer-centric approach focused on advice-based sales and quality service delivered through its superior human capital. In the financial year 2016, Max Life recorded Gross Written Premium of Rs. 9,216 crore with sum assured of Rs. 2,71,633 crore and Asset Under Management of Rs. 35,824 crore as on 31st March 2016." We Stand for Caring An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them. Collaboration A value which is all about being boundary-less in approach by going beyond one s direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships. Customer Obession It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight. Growth Mindset A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts & demonstrate courage to achieve exceptional results. It is about seeking & creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture. Job Summary NA 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 Position Relationship Associate/Associate Sales Manager Reporting To Cluster/Area Manager Department Axis Function Axis Sales Location Band 5/5A About Max Life Insurance Max Life Insurance, one of the leading non-bank promoted private life insurers, is a joint venture between Max Financial Services Ltd. and Mitsui Sumitomo Insurance Co. Ltd. Max Financial Services Ltd. is part of the Max Group, which is a leading Indian multi-business corporation, while Mitsui Sumitomo Insurance is a member of the MS&AD Insurance Group, which is amongst the leading insurers in the world. Max Life Insurance offers comprehensive long term savings, protection and retirement solutions through its high quality agency distribution and multi-channel distribution partners. A financially stable company with a strong track record over the last 15 years, Max Life Insurance offers superior investment expertise. Max Life Insurance has the vision To be the most admired life insurance company by securing the financial future of our customers. The company has a strong customer-centric approach focused on advice-based sales and quality service delivered through its superior human capital. In the financial year 2016, Max Life recorded Gross Written Premium of Rs. 9,216 crore with sum assured of Rs. 2,71,633 crore and Asset Under Management of Rs. 35,824 crore as on 31st March 2016." We Stand for Caring An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them. Collaboration A value which is all about being boundary-less in approach by going beyond one s direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships. Customer Obession It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight. Growth Mindset A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts & demonstrate courage to achieve exceptional results. It is about seeking & creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture. Job Summary NA 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
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
Haveri, Davangere, Bagalkot
Work from Office
Hiring for the post of SALES OFFICER for Banca Locations: Bangalore, bagalkot, belgaum, bijapur, chikodi, Devangere, Hassan, Haveri, kolar, koppal, Gadag, Dharward, Kumata, shimoga, tumkur, Udupi, Vijayanagar No of Position: 50 Role & responsibilities Customer Focus: Strong commitment to understanding and meeting the specific needs of clients, providing personalized service and support. Relationship Building: Ability to build and maintain trust with clients, fostering long-term relationships that encourage client loyalty and referrals. Sales Expertise: Proven track record in selling ULIP products, with a deep understanding of the sales process and techniques. Product Knowledge: In-depth understanding of ULIP plans, including their features, benefits, charges, and investment options. Regulatory Knowledge: Awareness of regulatory and compliance requirements specific to ULIPs, ensuring all sales practices adhere to legal standards. Problem-Solving: Quick thinking and problem-solving skills to address client concerns and find suitable solutions that meet their insurance and investment needs. Ethical Judgment: Strong sense of ethics and integrity in all dealings, ensuring clients' best interests are always prioritized. Adaptability: Ability to adapt to changing client needs and market conditions, staying informed about industry trends and updates. Ensure strict adherence to regulatory and internal compliance guidelines to maintain operational integrity. Preferred candidate profile Education: Any Graduate If interested please call /share resume on 8977966681 / 9705847421.
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
Vijayapura, Udupi, Bengaluru
Work from Office
Hiring for the post of SALES OFFICER for Banca Channel-Life Insurance Locations: Bangalore, bagalkot, belgaum, bijapur, chikodi, Devangere, Hassan, Haveri, kolar, koppal, Gadag, Dharward, Kumata, shimoga, tumkur, Udupi, Vijayanagar No of Position: 50 Role & responsibilities Customer Focus: Strong commitment to understanding and meeting the specific needs of clients, providing personalized service and support. Relationship Building: Ability to build and maintain trust with clients, fostering long-term relationships that encourage client loyalty and referrals. Sales Expertise: Proven track record in selling ULIP products, with a deep understanding of the sales process and techniques. Product Knowledge: In-depth understanding of ULIP plans, including their features, benefits, charges, and investment options. Regulatory Knowledge: Awareness of regulatory and compliance requirements specific to ULIPs, ensuring all sales practices adhere to legal standards. Problem-Solving: Quick thinking and problem-solving skills to address client concerns and find suitable solutions that meet their insurance and investment needs. Ethical Judgment: Strong sense of ethics and integrity in all dealings, ensuring clients' best interests are always prioritized. Adaptability: Ability to adapt to changing client needs and market conditions, staying informed about industry trends and updates. Ensure strict adherence to regulatory and internal compliance guidelines to maintain operational integrity. Preferred candidate profile Education: Any Graduate If interested please call /share resume on 9705847421 /8977966681 Regards, Laxmi
Posted 1 month ago
0.0 - 5.0 years
2 - 4 Lacs
Thane, Mumbai (All Areas)
Work from Office
Urgent hiring for Bancassurance channel . Min 0.6 to 6 Years of Exp. in life Insurance, Health Insurance, General Insurance, Casa sales, Any insurance sales CTC: Upto 4.2LPA + Incentives Contact Person: HR Snehal 8788255050
Posted 1 month ago
0.0 - 5.0 years
2 - 4 Lacs
Jawhar, Vikramgad, Vada
Work from Office
Urgent hiring for Banca channel EXP:-Min 0.6 to 6 Years of Exp. in life Insurance, Health Insurance, General Insurance, Any sales(Candidates from Palghar, Wada, Vikramgad, Jawhar Preferred) CTC: Upto 4lpa Contact Person: HR Snehal 8788255050
Posted 1 month ago
1.0 - 4.0 years
2 - 3 Lacs
Kochi, Thalassery, Kannur
Work from Office
Urgent Hiring for Bancassurance. Experience:-Min 6 months experience required in any insurance sales, General insurance, Motor Insurance, Casa Sales. CTC:-2.75 to 3.7 LPA+ Incentives Contact Person: HR Snehal:8788255050
Posted 1 month ago
1.0 - 5.0 years
3 - 4 Lacs
Rajkot
Work from Office
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
Posted 1 month ago
1.0 - 5.0 years
3 - 4 Lacs
Raipur
Work from Office
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
Posted 1 month ago
2.0 - 5.0 years
3 - 4 Lacs
Nashik
Work from Office
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.
Posted 1 month ago
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