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- 5 years

0 - 3 Lacs

Ernakulam, Kollam, Kottayam

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Job Overview : Building and maintaining excellent relationships with the partner bank officials (Union Bank & Bank of India) at the Branch level. Promoting sales and achieving targets set by the company in respect of new business, renewal persistency and promoting the company's brand image within the given cluster of branches. Roles & Responsibilities - Achieving and exceeding new business targets (new business as well as renewals) through the assigned partner bank branches - Ensure sales & service support within the cluster assigned viz. closing sales calls, aiding in the completion of documentation, facilitating pre-insurance medical examination, and scrutiny of the proposal papers to minimize the turnaround time in policy issuance - Facilitating renewal premium collections and customer service - Sales Management - Keeping records of daily activities, leads generated and closed, and special programs such as Bima Bazaars, and branch meetings - Ensuring that SUDs brand and its products are continually promoted - Promoting the brand image of the Company and implementing all initiatives of the Company related to brand-building exercises, as well as maintaining excellent relationships with the bank personnel - Arranging exhibitions, customer meets, cluster meets etc. in consultation with the supervising officials - Providing daily MIS/ daily reports of performance to one’s supervising officials

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2 - 7 years

2 - 5 Lacs

Noida

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Virtual Relationship Manager NRI Contact : Ganesa Subramanian Number / Whatsapp : 8056659888 Whatsapp your cv -mention VRM NRI ., All the Best ! About OCC The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Business to achieve and exceed dial targets through effective use of communication skills. The Axis Outbound Contact Channel will work and focus on a new age technology which will provide the customer with a new and unique banking experience in terms of customer service.Outbound Contact Centre envisages to provide a differential customer experience. About the Role Virtual relationship managers are responsible for Cross Selling (assets) business of the bank by exploring business opportunities from existing customers of the Bank. Digital RM is situated in the Outbound Contact Centre and are responsible for selling Loan products and services to customers based on their needs. They are responsible for handling queries to ensure customer satisfaction. Key Responsibilities The following to be carried through remote digital media viz. phone call, email:Work within the RM Hub to cater the service needs of NRI Customers.The Digital RM to achieve the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to him/her.The Digital RMs to provide premium customer service delivery to his/her mapped NRIportfolio.The Digital RMs to work on CASA deepening and NTB lead generation.Digital RMs to also assist in providing NDIAS services.Client Outreach - Manage the NRI portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs.Revenue Targets - Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products.Technical Skills- Effectively utilizes all applications, tools, and databases used to process transparent end to- end client support. Proficient with systems related to Banking transactions and services.Controls- Strictly adheres to internal control policies. Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations.Customer Service and Sales - Up selling, cross- selling, providing regular market information and updates to the customers. Extremely efficient servicing of requests to create a superior customer experience. Act as the Single Point of Contact for customer s Banking Requirements. Qualifications Optimal qualification for success on the job is: Graduate or Post graduate from a recognized institution. 2- 5 yearsrelevant role/ BFSI sector. Role Proficiencies: For successful execution of the job, a candidate should possess the following: 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. Strong willingness to work in Relationship Management; Banking operations and products including investment products Prior experience in Sales. Knowledge of Mutual Fund, Life insurance, General insurance, PMS and structure products. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department. AboutAxis Incorporated in 1994, Axis Bank is one of Indias most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool.The Bank has a young & engaged workforce of over 60,000 employees, with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way. Role & responsibilities Preferred candidate profile Perks and benefits

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12 - 22 years

13 - 23 Lacs

Bengaluru, Delhi / NCR, Mumbai (All Areas)

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Job Title: Assistant Vice President Partnership Distribution (RH Virtual Channel) Location: Mumbai Experience Required: 8–20 Years Qualification: MBA (Essential) Industry: Insurance / Financial Services / Bancassurance What We’re Looking For We are seeking a seasoned professional with substantial experience in Bancassurance and partnership distribution , specifically in managing virtual sales channels. The ideal candidate should possess strategic thinking, strong stakeholder engagement capabilities, and the ability to drive business outcomes in a dynamic, fast-paced environment. Key Responsibilities Lead and manage the RH Virtual Channel within the Partnership Distribution vertical. Develop and implement growth strategies to increase revenue generation and business performance through digital and remote Bancassurance models. Maintain and strengthen channel partner relationships , ensuring alignment with business goals. Drive operational efficiency and ensure a seamless customer experience across the virtual channel. Collaborate with internal stakeholders across functions including sales, marketing, compliance, and operations to support business objectives. Monitor and evaluate channel performance, analyze data, and generate insights to inform strategic decisions. Guide, mentor, and lead teams towards achieving sales and customer engagement targets. Preferred Skills & Competencies Proven experience in channel partner management and Bancassurance leadership roles. Exceptional stakeholder management and interpersonal skills. Strong business acumen and the ability to make informed, data-driven decisions. Ability to work collaboratively with cross-functional teams and drive results. Excellent communication and presentation skills. Strong leadership abilities with a track record in team development and performance management . Analytical mindset with a problem-solving approach. Adaptability to changing market dynamics and digital business models.

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1 - 6 years

3 - 4 Lacs

Kochi/ Cochin, Pathanamthitta, Kollam/ Quilon

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Relationship Manager / Senior RM with EDELWEISS TOKIO Life Insurance Company - Bancassurance Channel CTC : 3 - 4.5 Lakhs + incentives Handle 2 to 3 bank branches , convert bank leads into sales . Relationship Management Cross Selling Required Candidate profile Looking graduates with minimum 6 months of sales exp in Insurance / banking / financial products Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

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1 - 6 years

3 - 4 Lacs

Kochi/ Cochin, Kasargode, Cannanore/ Kannur

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Relationship Manager / Senior RM with EDELWEISS TOKIO Life Insurance Company - Bancassurance Channel CTC : 3 - 4.5 Lakhs + incentives Handle 2 to 3 bank branches , convert bank leads into sales . Relationship Management Cross Selling Required Candidate profile Looking graduates with minimum 6 months of sales exp in Insurance / banking / financial products Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

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1 - 6 years

2 - 7 Lacs

Chennai

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The role entails direct customer interaction & is responsible for business acquisition of current account. Explain & sell banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers Required Candidate profile High degree of market awareness & understanding of customer's need Collaborate with other branch departments If Interested then call or whats app Hr Sneha @ 9004866814

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1 - 6 years

2 - 7 Lacs

Kochi, Thrissur

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The role entails direct customer interaction & is responsible for business acquisition of current account. Explain & sell banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers Required Candidate profile High degree of market awareness & understanding of customer's need Collaborate with other branch departments If Interested then call or whats app Hr Sneha @ 9004866814

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1 - 5 years

2 - 3 Lacs

Nagpur, Pune, Mumbai (All Areas)

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India's Leading Insurance Company is seeking a highly motivated and results-oriented Bancassurance Sales Manager to join our growing Banca Channel team. In this critical role, you will be responsible for developing strategic partnerships with branch relationship managers and bank staff to achieve ambitious sales targets for insurance products. Responsibilities: Build and maintain strong relationships with branch managers and other bank personnel within a designated territory. Identify and qualify potential insurance leads from the bank's customer base. Understand and effectively explain the features and benefits of various insurance products, including life insurance, health insurance, and other relevant offerings. Match client needs with suitable insurance solutions, ensuring clear communication of risks and benefits. Assist bank staff in the sales process, providing training and support for effective product promotion. Process insurance applications accurately and efficiently, ensuring adherence to company guidelines and regulatory requirements. Monitor and analyze sales performance, identifying areas for improvement and exceeding assigned sales targets. Contribute to the development and implementation of effective sales strategies within the branch network. Qualifications and Experience: Bachelor's degree in any discipline (preferred). Minimum 3 to 6 years of experience in sales and marketing in the Life Insurance domain. Strong understanding of life and/or health insurance products and their applications. Excellent communication, interpersonal, and presentation skills. Ability to build rapport and trust with diverse clientele and bank staff. Proven ability to achieve and exceed sales targets in a competitive environment. Excellent time management and organizational skills. For more information - Kindly Contact Us: Nisha P | HR Team Phone/WhatsApp: +91 9904750213

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7 - 12 years

15 - 30 Lacs

Bengaluru, Delhi / NCR, Mumbai (All Areas)

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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 for the smooth function Required Candidate profile Team Handling experience (atleast 7-12 years) in bancassurance Life Insurance

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5 - 10 years

7 - 16 Lacs

Pune, Delhi / NCR, Mumbai (All Areas)

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To derive Insurance Business from assigned Relationship/Channel partner in an area or zone, to convince the relationship so they can convince their customer to invest in insurance. To ensure all the pre and post sales support and services Required Candidate profile Age: not more than 35 Years, BANCA ,Life Insurance,Team Handling experience is a must max ctc 16lpa

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2 - 5 years

3 - 3 Lacs

Rohtak, Narwana, Panchkula

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Good understanding of Banking products and the sales process. Ability to build and maintain relationships with bank partners and customers. Strong communication and interpersonal skills. Proven track record of achieving sales targets. Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age criteria 24 to 39 Last company Documents Mandatory (Offer & Relieving) HR Neha (8488981861) M-neha.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

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1 - 6 years

3 - 5 Lacs

Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)

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Handle walkin customers of Channel partner bank Meet with customers on appointment basis Sell LI & other investments of the company Call or whatsapp 7400183801 (Priyanka)

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1 - 6 years

2 - 3 Lacs

Gudivada, Visakhapatnam, Nellore

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Post : Relationship Manager • Recruiting a team of advisors on commission basis • Handling the advisers to work • Provide them for training regarding the products • Identifying the prospective customers • Make them aware of the role Required Candidate profile • Must have 1yr of experience in Any Sale / Banking / Finance / Insurance • Graduation is mandatory • Vacancy for local candidate • Age : 22 to 38 YRS Call OR WhatsApp : 90238 62949 HR Vivek Perks and benefits Incentive + PF + Mobile with Several

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1 - 6 years

2 - 3 Lacs

Salem, Chennai, Vellore

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Post : Business Development Manager (BDM) • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Education : Any Graduate With Good Communication • Experience : Must 1 YRS of Any Sale / Banking / Finance / Insurance • Age : 22 to 38 YRS (Fresher's can't apply) Contact : 9099110876 HR Sumeet Perks and benefits Incentive + PF + Mobile with Several

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1 - 6 years

2 - 6 Lacs

Madurai, Chennai, Coimbatore

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Argent hiring in Branch Relationship Executive 4 Bank Vacancies Deal with the walk-in customers in branch • Lead will be provided • Need to seat in bank handle walking customer • Close the leads provided by Company Sales and Operations Required Candidate profile *For senior designation need Insurance experience Criteria : • Experience : Sales experience of 2+ years • Age: Between 21 to 38 years

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2 - 6 years

2 - 3 Lacs

Bharuch, Valsad, Bhavnagar

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Post : Sales Development Manager • Recruiting a team of advisors on commission basis • Handling the advisers to work • Provide them for training regarding the products • Identifying the prospective customers • Make them aware of the role Required Candidate profile • Must have 2yr of experience in Field Sales / Banking/ Loan / CASA / Insurance • Graduation is mandatory • Vacancy for local candidate • Age : 22 to 34 YRS Call OR WhatsApp : 9904195437 HR Kinjal Perks and benefits Hike + Incentives + PF + Promotions + Insurances

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2 - 6 years

1 - 3 Lacs

Guwahati, Gangtok, Mumbai (All Areas)

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Post : Senior Relationship Manager • Recruiting Team members • Manage sales goal achievement through team • Training and developing Team on commission basis • Promote & motivate Team • Handling the advisers to work • Negotiate/close Leads Required Candidate profile • Graduation Must • Min have 2 Yrs of exp. in Any Sales / Banking / Finance / Insurance • Good Communication skill • Age : 22 to 34 yrs For more info. kindly contact us : 9714602190 HR Dhruvraj Perks and benefits Hike + Incentives + PF + Promotions + Insurances

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2 - 6 years

1 - 3 Lacs

Kolhapur, Nashik, Solapur

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Post : Relationship Manager Recruit, train, and motivate advisors Guide team to meet sales targets Ensure product knowledge Conduct coaching sessions Monitor performance Build strong relationships Required Candidate profile • Graduation Must • Min have 2 Yrs of exp. in Any Sales / Banking / Finance / Insurance • Good Communication skill • Age : 22 to 34 yrs For more information kindly contact us : 72850 82842 HR Sejal Perks and benefits Hike + Incentives + PF + Promotions + Insurances

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2 - 6 years

2 - 3 Lacs

Jamnagar, Anand, Rajkot

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Post : Branch Sales Manager • Recruiting Team members • Manage sales goal achievement through team • Training and developing Team on commission basis • Promote & motivate Team • Handling the advisers to work • Negotiate/close Leads Required Candidate profile • Graduation Must • Must have 2 YRS of exp. in Any Sales / Banking / Finance / Insurance Sector • Good Communication skill • Age : 22 to 32 yrs. Contact us : 72010 64237 HR Ruchita Perks and benefits Incentives + Appraisal + PF + Promotions

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2 - 6 years

2 - 3 Lacs

Ahmedabad, Surat, Vadodara

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Post : Sales Team Leader • Recruiting a team of advisors on commission basis • Handling the advisers to work • Provide them for training regarding the products • Identifying the prospective customers • Make them aware of the role Required Candidate profile • Must have 2yr of experience in Field Sales / Banking/ Loan / CASA / Insurance • Graduation is mandatory • Vacancy for local candidate • Age : 22 to 32 YRS Call OR WhatsApp : 73830 81652 HR Krisha Perks and benefits Hike + Incentives + PF + Promotions + Insurances

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2 - 6 years

2 - 3 Lacs

Udaipur, Ajmer, Jaipur

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Post : Sales Development Manager • Recruiting a team of advisors on commission basis • Handling the advisers to work • Provide them for training regarding the products • Identifying the prospective customers • Make them aware of the role Required Candidate profile • Must have 2yr of experience in Field Sales / Banking/ Loan / CASA / Insurance • Graduation is mandatory • Vacancy for local candidate • Age : 22 to 34 YRS Call OR WhatsApp : 90819 37721 HR Rutvika Perks and benefits Hike + Incentives + PF + Promotions + Insurances

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2 - 6 years

2 - 3 Lacs

Nagpur, Akola, Amravati

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Post :- Senior Relationship Manager & BDM • Recruiting Team members • Manage sales goal achievement through team • Training and developing Team on commission basis • Promote & motivate Team • Handling the advisers to work • Negotiate/close Leads Required Candidate profile • Education : Any Graduate With Good Communication • Experience : Must 2 Year of Any Sale / Banking / Finance / Insurance • Age : 22 to 34 YRS Call now :- 74358 61309 HR Hemaxi Perks and benefits Incentives + Allowances + Fast track Promotion

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2 - 6 years

2 - 3 Lacs

Nashik, Pune, Mumbai (All Areas)

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Post : Branch Sales Manager • Recruiting Team members • Manage sales goal achievement through team • Training and developing Team on commission basis • Promote & motivate Team • Handling the advisers to work • Negotiate/close Leads Required Candidate profile • Graduation Must • Must have 2 YRS of exp. in Any Sales / Banking / Finance / Insurance Sector • Good Communication skill • Age : 22 to 34 yrs. Contact us : 9712240981 HR Asha Perks and benefits Incentives + Appraisal + PF + Promotions

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1 - 6 years

1 - 4 Lacs

Karimnagar, Warangal, Kendujhar

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-Converting leads (provided by company) to business. -Train and Motivate the team to achieve desired Goals. -You have to meet the customer and sales the company product. -Cold calling for banking products. -Generating Business. Required Candidate profile -Graduate or Above. -Doing cold calling. -Candidates must have their own vehicles. -Fresher's Can't Apply

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2 - 6 years

2 - 3 Lacs

Ghaziabad, New Delhi, Gurugram

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Post : Sales Team Leader Acquire new corporate customers Prospect new clients by networking cold calling Managing and expansion of network of Channel Partners Achieve agreed upon sales targets and outcomes Negotiate/close Leads Required Candidate profile • Must have 2yr of experience in Field Sales / Banking/ Loan / CASA / Insurance • Graduation is mandatory • Vacancy for local candidate • Age : 22 to 34 YRS Call OR WhatsApp : 87349 41770 HR Sweta Perks and benefits Incentive + PF + Mobile with Several

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Exploring Bancassurance Jobs in India

Bancassurance, the partnership between banks and insurance companies to distribute insurance products, is a growing sector in India. As more financial institutions recognize the benefits of offering insurance services to their customers, the demand for bancassurance professionals is on the rise.

Top Hiring Locations in India

  1. Mumbai
  2. Delhi
  3. Bangalore
  4. Chennai
  5. Hyderabad

Average Salary Range

Entry-level bancassurance professionals in India can expect to earn around INR 3-5 lakhs per annum, while experienced professionals can make upwards of INR 10 lakhs per annum.

Career Path

A typical career path in bancassurance may include roles such as Bancassurance Executive, Bancassurance Manager, Senior Bancassurance Manager, and Bancassurance Head.

Related Skills

In addition to bancassurance knowledge, professionals in this field may benefit from skills such as sales techniques, customer relationship management, financial planning, and regulatory compliance knowledge.

Interview Questions

  • What is bancassurance and how does it work? (basic)
  • Can you explain the different types of insurance products that are typically offered through bancassurance? (medium)
  • How do you approach selling insurance products to bank customers? (medium)
  • How do you stay updated on changes in insurance regulations and policies? (medium)
  • Can you share a successful bancassurance sales strategy you have implemented in the past? (advanced)
  • How do you handle objections from customers during the sales process? (medium)
  • What metrics do you use to measure the success of a bancassurance program? (advanced)
  • How do you ensure compliance with all regulatory requirements in bancassurance sales? (medium)
  • Can you discuss a challenging situation you faced in bancassurance sales and how you resolved it? (medium)
  • How do you build and maintain relationships with key stakeholders in a bancassurance partnership? (medium)
  • What are the key factors you consider when designing a bancassurance product portfolio? (advanced)
  • How do you assess the risk profile of potential customers when offering them insurance products? (medium)
  • How do you handle customer complaints or disputes related to bancassurance products? (medium)
  • Can you explain the importance of data analytics in bancassurance sales? (medium)
  • How do you ensure that customers have a clear understanding of the insurance products they are purchasing through bancassurance? (medium)
  • How do you adapt your sales approach when targeting different customer segments in bancassurance? (medium)
  • Can you discuss a time when you exceeded sales targets in a bancassurance role? (medium)
  • What are the key trends shaping the bancassurance industry in India today? (advanced)
  • How do you balance the interests of the bank and the insurance company in a bancassurance partnership? (medium)
  • Can you discuss a time when you had to navigate a complex regulatory environment in bancassurance sales? (advanced)
  • How do you approach training bank staff on selling insurance products in a bancassurance partnership? (medium)
  • What are the key challenges you have faced in bancassurance sales and how did you overcome them? (medium)
  • How do you ensure that all bancassurance sales are conducted ethically and transparently? (medium)
  • Can you discuss a time when you had to troubleshoot a technical issue related to bancassurance sales processes? (medium)

Closing Remark

As you explore opportunities in the bancassurance job market in India, remember to prepare thoroughly for interviews and showcase your skills and knowledge confidently. With the right combination of expertise and experience, you can carve out a successful career in this dynamic and growing sector. Good luck!

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