2259 Bancassurance Jobs - Page 35

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

Computer literacy: Helping the sales team to improve their productivity by contacting customers to arrange appointments and ensuring all Sales Representatives have high-quality, up-to-date support material. Collaborating with other departments to ensure sales, marketing, queries, and deliveries are handled efficiently. Work with account managers to create and implement targeted sales strategies Keep up with new product sales launches and make sure the sales team is up to date Provide customer service by staying on top of pending orders and customer requests Sales Co-ordination: Able to understand and predict sales trends and sales results while helping in the understanding of these trends and finding improvement points. Able to determine the success of a previous sales drive and forecast as well as determine how future ones will fare. Sales Analytics: 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 Service Orientation Should have strong professional conversation etiquette, especially in person and over the phone when interacting with company representatives, clients and customers. Customer service: Able to use a variety of organization methods, including calendar management, to handle multiple projects at one time and completing tasks efficiently and quickly Handle sensitive financial information and dispatched emails in a timely and professional manner. Time management and organization : In addition to data entry and typing, also need to have knowledge of spreadsheet and word processing creation software

As a CBM, manage branches in a defined territory, grow franchisee size by increasing licensed staff, and drive life insurance sales. Understand channel dynamics and build strategies to gain support and alignment from channel partners.

As a Financial Service Consultant in the Banca Channel, you will be responsible for engaging with customers through our banking partners to offer them personalized life insurance solutions tailored to their financial needs. You will play a crucial role in building strong relationships, providing expert advice, and promoting our products to enhance customer satisfaction and drive business growth. Roles and Responsibilities: Collaborate with our banking partners to identify and engage with potential customers, leveraging their existing client base and network to generate leads and referrals. Build rapport and establish trust with customers through proactive communication, needs analysis, and personalized financial planning sessions. Conduct regular follow-ups and reviews to deepen relationships, address customer inquiries, and provide ongoing support. Present and promote the range of life insurance products and services to customers, highlighting their features, benefits, and suitability based on individual financial goals and risk profiles. Cross-sell and upsell additional products and services to maximize revenue opportunities and enhance customer value Preferred candidate profile Bachelor's degree in business administration, marketing, or related field. MBA preferred. Minimum 1 year of experience in sales, preferably in the insurance industry, with a proven track record of achieving targets. Excellent communication, negotiation, and interpersonal skills, with the ability to build rapport with diverse stakeholders. Sound knowledge of insurance products, sales techniques, and market dynamics

Hello, Greetings from TATA AIG General Insurance Co Ltd...!! We are hiring Channel sales manager for multiple locations in Mumbai , Navi Mumbai and Mumbai Suburban. Job Description: Manage the daily activity of producers to ensure strong pipeline. Coach & guide agents to cross sell and grow their business Make individual agents grow Year On Year Ensuring IRDA compliance regarding licensing & commission payments to agents Responsible for ensuring quality of applications Support/guide the producer in all activities related policy services To recruit and appoint agents for Gen Ins business Train agents on products, process and USPs of Co.

Hello, Greetings from Kotak Life Insurance! Job location : Hyderabad, Surat, Delhi,Pune,Mumbai Interested candidates can share their resumes at " kli.prachi-naik@kotak.com " Job description : Banca Channel Here is an excellent opportunity to get associated with the leading brand - The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. - Set and monitor clear objectives to achieve the agreed sales targets for the partners. - Help partners to generate and track leads, close sales. - Help partners to upsell and cross sell to customers basis need analysis - Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times. - Take regular feedback from partners and customers on satisfaction on selling process and products. - Review Sales plan of the partner and support their growth. - The employee will be on payroll of Kotak Life - Minimum 1 year of experience in Life Insurance

We want Candidate having Experieced in Life Insurance. Good Communicaion Skills Know about Life Insurance Product.

Job Description: We are looking for a dynamic and driven Business Development Manager and Area Account Manager for our Banca Channel (Alternate Channel). The role involves managing business relationships with banking partners and driving sales of insurance products through alternate channel networks. Key Responsibilities: Build and maintain strong relationships with partner bank branch managers and staff. Drive insurance sales through assigned banking partners. Provide regular training and support to partner branches for business development. Ensure achievement of sales targets and growth of the assigned channel. Drive customer acquisition and cross-sell insurance products effectively. Monitor and analyze performance metrics, and take corrective actions where necessary. Conduct periodic meetings, reviews, and updates with stakeholders in the bank. Coordinate with internal teams for policy issuance, customer service, and claims. Key Requirements: Graduate/Post Graduate in any discipline. 2-7 years of experience in insurance sales, preferably in banca or alternate channel. Strong communication, relationship-building, and negotiation skills. Ability to work under pressure and meet targets. Good understanding of insurance products and sales processes. Prior experience in working with banking partners is a plus.

Department : Bncassurance Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations Qualification : Graduate Experience: 1 - 6years in Sales (Insurance/Financial Service Background) J Key Result Areas: Sales J Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively Prospect and meet customers within and outside the Branch as when required ¢ To develop, agree and implement short term and long term plans to achieve sales targets ¢ To achieve branch RM activation targets ¢ Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. ¢ Seek commitment from the partner towards achievement of business objective Relationship Management: Managing the relationship between internal team and channel partner so as to Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner ¢ Provide all possible support to the channel partner as a face of parent company ¢ Effectively execute all Marketing activities as per Partners requirement ¢ Ensuring timely issuance of policies with resolving all pending etc. ¢ Adhere to the customer touch-point engagement in order to service his portfolio of customers ¢ To maintain the desired persistency ratio ¢ Prompt post-sales service with respect to all domains ¢ Strategize and interact closely with the RM on business plan execution Ensure Compliance ¢ Ensure compliance to internal sales process & other compliance standards ¢ Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team Ensure Compliance ¢ Ensure compliance to internal sales process & other compliance standards ¢ Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team MIS & Reporting ¢ Adhering to the Training Road map. ¢ Providing timely reports to the Supervisor as per the requirement. ¢ Adhering to the TALIC code of conduct.

Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree and implement short term and long term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Relationship Management Managing the relationship between internal team and channel partner so as to Foster sales for the company and mmaintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers To maintain the desired persistency ratio Prompt post-sales service with respect to all domains Strategize and interact closely with the RM on business plan execution Ensure Compliance Ensure compliance to internal sales process & other compliance standards Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. E Skills Required Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness Self management Problem solving skills Peer level co-ordination and influencing skills Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills Language Skills English, Local language F Incumbent Characteristics Essential Desired Qualification Graduate Post Graduate Experience 1 - 3 years in Sales (Insurance / Financial Service Background) Direct Walk-In - 10am to 1pm TATA AIA Life insurance 4th Floor, Jaya Enclave, Near Anna Silai, Avinashi Road, Coimbatore - 641018

Roles and Responsibilities Building synergy with Regional Office. Driving the sales of Credit Card. Collection Management. Visibility Management. Execution of BTL (Below the Line) activities. Document management, KYC, AML compliances. Will be responsible for managing a team of Off-Roll Sales employees Desired Candidate Profile Good oral and presentation skills. Good interpersonal and problem-solving skills. Self-motivated, goal oriented and multitasking. High energy and ability to create good relationship with Bank Staff Minimum Experience For Regional Relationship Officer Post Graduate with minimum 1 years of experience.( Retail Assets and Credit Cards) Graduate with minimum 3 years of experience. ( Retail Assets and Credit Cards) For Deputy Regional Relationship Officer Graduate with minimum 1 year of experience. (Retail and Credit Cards) Maximum Age : 45 Years as on date of receipt of Application

Urgent Opening for Relationship Manager / Senior RM / Bancassurance Manager with leading Insurance companies - Bancassurance Channel CTC : 3 - 5.5 Lakhs + incentives To Handle 2 to 3 branches of the assigned bank , convert bank leads into sales Required Candidate profile Looking graduates with minimum 1 year sales exp in Insurance / banking / financial products / BFSI Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

Urgent Opening for Relationship Manager / Senior RM / Bancassurance Manager with leading Insurance companies - Bancassurance Channel CTC : 3 - 5.5 Lakhs + incentives To Handle 2 to 3 branches of the assigned bank , convert bank leads into sales Required Candidate profile Looking graduates with minimum 1 year sales exp in Insurance / banking / financial products / BFSI Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

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

Hello, Greetings from TATA AIG General Insurance Co Ltd...!! We are hiring Channel sales manager for Vapi, Morbi and Navsari location, Job Description: Manage the daily activity of producers to ensure strong pipeline. Coach & guide agents to cross sell and grow their business Make individual agents grow Year On Year Ensuring IRDA compliance regarding licensing & commission payments to agents Responsible for ensuring quality of applications Support/guide the producer in all activities related policy services To recruit and appoint agents for Gen Ins business Train agents on products, process and USPs of Co.

Hello! Greetings from Kotak Life Insuranc e Interested candidates can share their resume on kli.sana-qureshi@kotak.com or 7558602361. Location : Hyderabad Role & responsibilities Evaluate call recordings for quality assurance and compliance with established standards. Monitor calls to assess agent performance. Provide constructive feedback and coaching to agents based on evaluation results. Identify areas for improvement in call handling, customer service skills, and product knowledge. Collaborate with supervisors and team leaders to implement training programs and initiatives to enhance agent performance. Conduct regular call audits of to ensure compliance with regulatory requirements and share reports. REQUIRED QUALIFICATION AND SKILLS Educational Qualifications: Graduate (Any), MBA Preferred. Age 25 Years to 35 Years

- Need to drive business by selling life insurance - Business development - direct sales - life insurance

Customer leads will be sourced from the assigned bank. The assigned bank will be the primary source of customer leads. Cross-selling of various financial products to Bank customers. Help partners to generate and track leads, and close sales. Required Candidate profile Qualification : Mini. Graduation in any stream Experience : 2+ Years of Experience in Banking, Insurance, Investment or BFSI Sector CTC : 3.25 LPA Only + Incentive + Other Benefits

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

JOB DESCRIPTION Job Title Associate sales manager Band 5A Reporting To Centre Manager Department Bancassurance - Ujjivan/TMB/ DCB/SIB JOB SUMMARY Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance

JOB SUMMARY The incumbent will be responsible for defining and designing policies and process for enhancing persistency. Design and roll out of PMS changes needed in distribution. Perform qualitative & quantitative analysis to firm up strategy for driving outcomes. Expectations include assisting in developing, maintaining & improving programs MIS, processes & procedures. Driving change behavior to successfully implement the changes. Need strong project management skills - have a well-organized & structured approach with ability to achieve tight timelines & prioritize effectively. Responsible for creating a framework for improving the quality of sales through onboarding controls. Assigned person role would need to work with key stakeholders (SVP & VP) of Bank for driving various projects. This job has a single point accountability for Centralized Project management with Banks, Automation and simplification of Processes in Bank, Audit & Regulatory data management, MIS and regular updates to Banks. The key responsibility for incumbent would be to drive Initiatives to meet the business key performance indicators along with Bank, cross functional teams and Bank central team. The profile also includes Data management, reporting for business and audit/regulatory requirements involving simplification and automation of processes. Key Actionable Create strategy for each segment of the portfolio based on risk model to drive collection efficiency & drive initiatives in line with laid strategies to empower various interdepartmental teams life FCT, call center, distribution spocs, CET & other relevant teams. Monitor portfolio to study pattern based on portfolio triggers & identify early warning signals to take corrective actions. Bring industry benchmarked insights & market intel to understand and implement best practices. Develop strategic presentations for leadership. Create a strong framework for driving onboarding controls and ensure quality of sale. Work with business teams and external vendors to bring new ideas and create strategies for renewal collections. Collaborate with various stake holders to ensure timely delivery & completion of initiatives. Develop/onboard technology to drive renewal & persistency through market leading technology. Manage people Develop team members to perform effectively and efficiently Ensure coaching, role rotation and training interventions to help team for new assignments Driving Employee engagement and implement strategic initiatives to achieve high ESAT scores (90%+) Measures of Success Project Management - Achievement of desired project outcomes within agreed timelines, monitoring and automation of process/project implemented, cross functional integration Regular governance/engagement with segment head (Axis) and distribution segment head Automation and availability of all business-related reports/MIS/Dashboard/Scorecard for the Channel/Segment driving all business parameters Driving Operational efficiencies with Bank and distribution team to achieve OPS KPI s Achieve Renewal/persistency targets Persistency - 88%+ RI - 100% of target Audit Rating of 2 or less, No repeat observation Talent retention and Employee Engagement Desired qualification and experience Graduate / Post Graduate qualification. Must have a minimum of 12-15+ years of experience. Preferably in renewal & retention. Sound Knowledge of Bancassurance or Banking Operations Model.

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

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

Urgent Vacancy for Banca Channel Experience: Min 6 months BFSI exp in Any sales, General Insurance sales, Health Insurance, Any insurance sales CTC:2.75+ Incentives(performance based) Contact Person: HR Snehal: 8788255050

Any BFSI our Insurance Sales candidate can apply. Min 1 yr exp in insurance sales. Urgent hiring for banca channel Interested candidate directly share your cv on 7499211307