7565 Bancassurance Jobs - Page 35

we are hiring for Relationship Manager Bancassurance Location-Nellad ,Banerji road,MG road,Kothatukulam,Thodupuza,Alaphuza,Valanzabalam,South vazahkulam Intrested candidate pls do share cv on 9608607032 or zakiya.zeenat@edelweisslife.in

Key Responsibilities: Act as the face of Company at designated HDB Bank branches. Must have Experience into General Insurance Sales Engage with walk-in customers to assess their insurance needs across General insurance. Pitch relevant insurance products and ensure proper explanation of product features, benefits, terms, and premium calculations. Build strong relationships with bank staff to generate leads and drive insurance penetration. Ensure adherence to compliance, regulatory, and internal company policies. Handle documentation and policy issuance processes accurately and efficiently. Maintain regular follow-ups with customers and bank staff to maximize conversions. Achieve assigned sale...

Role & responsibilities Contacting prospective customers via call to introduce our insurance products and services. Engaging leads in meaningful conversations to understand their insurance needs and preferences. Educating customers on the features, benefits, and coverage options of our insurance policies. Effectively overcoming objections and addressing concerns to close sales. • Following up with leads who have expressed interest but have not yet made a purchase. Meeting or exceeding weekly and monthly sales targets. Providing exceptional customer service to build and maintain positive relationships with clients. Building relationship with channel partner. About the channel Welcome to our r...

Many congratulation, your profile is shortlisted for MNC in Life Insurance . Kindly go through below JD and revert back to us. Banca Channel Life Insurance Role : Banca Sales / Bancassurance Officer / Relationship Manager/Key Account Manager Location : Pune, Sangli, Goa, Mumbai Experience : Minimum 6 months in Sales. KEY RESPONSIBILITIES: Will be responsible for meeting sales target through Banks 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. Shal...

Job Description Head of Sales OngoleBulls Invest Pvt Ltd Location: Hyderabad (Head Office) Mode: Full-time | Leadership Role Experience: 815+ Years in Financial Product Sales Preferred Background: Bancassurance / Mutual Funds / Insurance / Broking / Wealth Management / NBFC / Banking Reports To: CEO / Managing Director About OngoleBulls OngoleBulls Invest Pvt Ltd is a diversified financial services company offering Mutual Funds, Equity & Derivatives, Specialised Investment Funds (SIF), AIF/PMS distribution, Bonds, Insurance, Unlisted & Pre-IPO opportunities, and institutional & retail wealth advisory solutions. The company is expanding aggressively across India via digital + partner-led mode...

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

Many congratulation, your profile is shortlisted for MNC in Life Insurance . Kindly go through below JD and revert back to us. Banca Channel Life Insurance Role : Banca Sales / Bancassurance Officer / Relationship Manager/Key Account Manager Location : Ahmedabad Experience : Minimum 6 months in Sales. KEY RESPONSIBILITIES: Will be responsible for meeting sales target through Banks 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/h...

Nurture and grow franchisee allocated with support of team of direct reportees (FLS) & LBS. Key objective being growth in New Business and retaining existing business while ensuring adherence to quality standards and process, policies and guidelines defined by the organization. As a CBH individual will own the span of Branches within a Regional office in defined territory. He/she will be responsible for increase in Franchisee size by ensuring increase in number of Licensed Branch Staff and motivating convincing and influencing them to offer life insurance solutions to their customers for their financial needs. To achieve this he/she will need to understand channel dynamics in given territory...

Role & responsibilities Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of customers in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Preferred candidate profile 0 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate Must own a conveyance Good communic...

Banca Channel, Team handling of atleast 1-2 yrs responsible for Training, hand holding the team building relationship. responsible for achieving the sales target and maintain quality. Min. 5 yrs in LI & stability required of 2 yrs in current company

Role & responsibilities Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of customers in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Preferred candidate profile 0 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate Must own a conveyance Good communic...

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

Leads will be generated from the assigned bank Cross selling of various financial products to the Bank customers. Customer business development . Relationship Management . Will be in payrolls of the Insurance company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companies product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in Life/Health/GI Insurance preferred Customers acquisition through resource utilization of banks database, foot falls, generated prospects. Responsible for sales completion by facilita...

Leads will be generated from the assigned bank Cross selling of various financial products to the Bank customers. Customer business development . Relationship Management . Will be in payrolls of the Insurance company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companies product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in Life/Health/GI Insurance preferred Customers acquisition through resource utilization of banks database, foot falls, generated prospects. Responsible for sales completion by facilita...

Leads will be generated from the assigned bank Cross selling of various financial products to the Bank customers. Customer business development . Relationship Management . Will be in payrolls of the Insurance company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companies product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in Life/Health/GI Insurance preferred Customers acquisition through resource utilization of banks database, foot falls, generated prospects. Responsible for sales completion by facilita...

Leads will be generated from the assigned bank Cross selling of various financial products to the Bank customers. Customer business development . Relationship Management . Will be in payrolls of the Insurance company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companies product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in Life/Health/GI Insurance preferred Customers acquisition through resource utilization of banks database, foot falls, generated prospects. Responsible for sales completion by facilita...

Leads will be generated from the assigned bank Cross selling of various financial products to the Bank customers. Customer business development . Relationship Management . Will be in payrolls of the Insurance company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companies product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in Life/Health/GI Insurance preferred Customers acquisition through resource utilization of banks database, foot falls, generated prospects. Responsible for sales completion by facilita...

The Candidate will be assigned or tagged with the HDFC bank partner . The candidate should work along with the Cluster Managers of HDFC Bank and promote the Birla Sunlife Insurance product for the Customers of HDFC Bank.

Greetings from Kotak Life Insurance!! We are Currently hiring For a Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.sharvari-lokare@kotak.com OR whatsapp your resume on 9892923348 location- Bangalore Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5....

Are you a go-getter who thrives in field roles and enjoys connecting with customersWere hiring Relationship Officers to join our fast-growing insurance team across Kerala This is a high-impact, front-line role focused on customer acquisition and sales of insurance products Key Responsibilities: Acquire new customers for insurance products (e.g., Life, Term, Medical Insurance) Generate leads through field visits and local networking Ensure proper documentation and 100% KYC compliance Maintain strong relationships with clients for repeat business and referrals Achieve monthly sales targets set by the branch team Eligibility Criteria: Minimum Education: Graduate in any discipline Experience: 02...

Roles and Responsibilities Drive business and achieve targets through allocated region/area. Nurture and maintain the relationship with the channel partner for the incremental development of the business contributing by the relation and help/supervise them for the smooth function of the business process flow. Manage a team of Sales Managers to maintain the proper process of doing valued business for the organisation. Desired Candidate Profile 12-17 years insurance experience. Minimum 10 years team handling experience mandatory. Excellent track record. Perks and Benefits Upto 24 lacs Fixed plus Variables For more information please call Reshmi@8129804481,9562184455

1) Candidate will be responsible for direct sales of Demat accounts and Margin collection for Equity, Commodity and Currency from Bank Channel 2) Responsible for generating revenue from Insurance, Value pack & ACE ,TGS. 3) Responsible for cross sale product like MF and PMS. 4) Candidate will be responsible for new clients lead generation and as well as maintain relationship with previous clients. Should be from a Bancassurance channel - sourcing Demat Accounts, Life Insurance, MF Should be having core sales background and not into product development or Backend ops. Must have excellent communication skill and ok to travel.

Hello, Greetings from TATA AIG General insurance company Ltd...!!! We are Hiring Relationship Manager - Bancassurance for Ahmedabad, Vadodara and Surat. Key Accountabilities/ Responsibilities Responsible for Achieving overall Gross Written Premium • Team Management. • Channel Relationship Visit Branches • Conduct Meetings • Regular training of Bank employees regarding TAGIC Products. • To maintain Renewal of Business Timely follow up with the clients. • Tracking religiously in first week of every month. • Driving Bank for retention first • To maintain the hygiene • Proper QC and issuance of premium collected. • Proactive in handling claims. • Responsible for getting new Business. • New LOBs,...

Role Overview The Relationship Manager in the Health Insurance sector is responsible for building and maintaining strong client relationships, understanding customer needs, and delivering tailored health insurance solutions. This role combines sales, customer service, and channel management to drive business growth and ensure client satisfaction. Key Responsibilities Develop and maintain client relationships: Build trust and long-term partnerships with customers and agents. Understand client needs: Assess health insurance requirements and recommend suitable products. Drive sales performance: Achieve assigned sales targets and contribute to revenue growth. Recruit and manage agents: Support a...

Convert leads via calls,and follow-ups. Recommend suitable life insurance plans. Explain product features, premiums, and policy benefits. Achieve sales targets and ensure compliance with IRDAI guidelines. Strong communication. Customer-focused. Required Candidate profile Any Graduate Minimum 1 year experience in Sales. Age upto 35