2259 Bancassurance Jobs - Page 36

Job Description Position Cluster Manager/ Deputy Cluster Manager / Area Manager Incumbent Name Department Axis Function Axis Sales Reporting to Circle Relationship Manager & AVP Band 4/4A Location XYZ Team size (D/I) 12-15 DRs JOB SUMMARY - Manages a large cluster, collaborates with the objective to support and contribute to Axis bank strategy, achieve operations excellence, ensure systems are deployed and help build the channel WITHIN the company guidelines and the achieve business targets. KEY RESPONSIBILITIES- Relationship Management with the Axis Circle Head, Circle Business Managers, Segment Heads and Branch Heads With the advent of cluster formation relationship management with the Branch Heads in order to achieve business targets and builds a progressive partnership with the bank. Provide inputs to the CRM and make plans for achievement in order to support and contribute to Axis Bank Strategy. Periodic Analysis of the performance, Counsel and Mentor performance, Conduct Fortnightly PRPs with the RA and ASMs and Facilitate performance management. Co-create and implement recognition platforms in order to build a capable and motivated team in the AXIS Bank resources. Liaise with training team and circle trainer, ensuring product training departed to all sellers including Axis Bank resources. Daily updates in alignment with Axis Clusters of focused business parameters-Business Plan, Branch Seller Activation and persistency and thereby tracking the performance in all the vectors. Ensuring Branch visits to the top branches, whose %ge achievement on budget is lower than the smaller branches, and come out with the strategy. Deploy the BOLD system to own team and ensure that the system requirements are met in order to ensure that the relationship is productive and mutually beneficial and compliant with all regulatory requirements. Driving the Axis 2.0 Vision and ensuring the highest usage of LMS activity by the team. Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel. Measures of Success Business Plan- WPC (Rs.) - Plan v/s Actuals OA Share- Counter Share of MLI at Channel Partner s end Persistency- 13th month Persistency (%) - >82.5 and as per plan Retain Talent 1. Retention rate - 70%, (as per HR formula) ; G2M2 retention - >85%. Key Relationships (Internal /External) Effective Management of People & Customer Retain talent - - 70%, (as per HR formula) Handling Customer Complaints Key competencies/skills required Relationship, Leading people, Effective Management of Process Desired qualification and experience- Master of Business Administration or equivalent. 3 to 5 years of experience in intensive Distribution, Channel Management, Prior experience in insurance essential. Result Orientation, Customer Centricity, Technical Expertise, Managerial Expertise, Problem Solving, Role Modeling Core Values. Org Chart- NRH ZVP CRM & AVP DCM/ CM/ ARM RA/ ASM Job Description Position Cluster Manager/ Deputy Cluster Manager / Area Manager Incumbent Name Department Axis Function Axis Sales Reporting to Circle Relationship Manager & AVP Band 4/4A Location XYZ Team size (D/I) 12-15 DRs JOB SUMMARY - Manages a large cluster, collaborates with the objective to support and contribute to Axis bank strategy, achieve operations excellence, ensure systems are deployed and help build the channel WITHIN the company guidelines and the achieve business targets. KEY RESPONSIBILITIES- Relationship Management with the Axis Circle Head, Circle Business Managers, Segment Heads and Branch Heads With the advent of cluster formation relationship management with the Branch Heads in order to achieve business targets and builds a progressive partnership with the bank. Provide inputs to the CRM and make plans for achievement in order to support and contribute to Axis Bank Strategy. Periodic Analysis of the performance, Counsel and Mentor performance, Conduct Fortnightly PRPs with the RA and ASMs and Facilitate performance management. Co-create and implement recognition platforms in order to build a capable and motivated team in the AXIS Bank resources. Liaise with training team and circle trainer, ensuring product training departed to all sellers including Axis Bank resources. Daily updates in alignment with Axis Clusters of focused business parameters-Business Plan, Branch Seller Activation and persistency and thereby tracking the performance in all the vectors. Ensuring Branch visits to the top branches, whose %ge achievement on budget is lower than the smaller branches, and come out with the strategy. Deploy the BOLD system to own team and ensure that the system requirements are met in order to ensure that the relationship is productive and mutually beneficial and compliant with all regulatory requirements. Driving the Axis 2.0 Vision and ensuring the highest usage of LMS activity by the team. Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel. Measures of Success Business Plan- WPC (Rs.) - Plan v/s Actuals OA Share- Counter Share of MLI at Channel Partner s end Persistency- 13th month Persistency (%) - >82.5 and as per plan Retain Talent 1. Retention rate - 70%, (as per HR formula) ; G2M2 retention - >85%. Key Relationships (Internal /External) Effective Management of People & Customer Retain talent - - 70%, (as per HR formula) Handling Customer Complaints Key competencies/skills required Relationship, Leading people, Effective Management of Process Desired qualification and experience- Master of Business Administration or equivalent. 3 to 5 years of experience in intensive Distribution, Channel Management, Prior experience in insurance essential. Result Orientation, Customer Centricity, Technical Expertise, Managerial Expertise, Problem Solving, Role Modeling Core Values. Org Chart- NRH ZVP CRM & AVP DCM/ CM/ ARM RA/ ASM

Role & responsibilities 1. Generating business through set of branches assigned 2. Selling general insurance products through banca channel ( Co-operative Banks) 3. Retention & focus on cross selling 4. Coordinating with operations team in rolling out day to day processes 5. Maintaining sound relationships with bank staffs

To work with staff of bank partners to identify potential banking customers with financial protection needs. To provide professional insurance advice to customers of our bank partners. To provide after sales service to the successful cases 9023192760 Required Candidate profile Any bachelor having min 6 months of experience in Sales & Marketing ,Banking, finance and Insurance - Fresher with Good communication skill can also apply Call/WhatsApp on 9023192760 Perks and benefits Medical Allowance's, Petrol Allowances, PF

To work with partners to identify potential customers with financial protection needs. To provide professional insurance advice to customers . Earn up to 50k incentive + Fixed Salary M: 9023192760 Required Candidate profile Any bachelor having min 6 months of experience in Sales & Marketing ,Banking, finance and Insurance - Fresher with Good communication skill can also apply Call/WhatsApp on 9023192760 Perks and benefits PF+ Health Insurance + Petrol all+ Incentive

Ctc upto 4 lakhs Age upto 38 Preferably from life insurance and banking industry (with life insurance selling experience) Min qualification graduate

To work with staff of bank partners to identify potential banking customers with financial protection needs. To provide professional insurance advice to customers of our bank partners. To provide after sales service to the successful cases 6352870507 Required Candidate profile Any bachelor having min 6 months of experience in Sales & Marketing ,Banking, finance and Insurance - Fresher with Good communication skill can also apply Call/WhatsApp on 6352870507 Perks and benefits Medical Allowance's, petrol Allowances, PF

To drive sales and ensure business targets are achieved. 1. Aggressively drive the sales numbers and achieve the business targets for Retail loan products and through cross selling while continuing to enhance and upgrade the client relationships. 2. Retain and expand the company's base of customers for retail loan product so as to ensure repeat business or referrals 3. Maximize sales through a network and relationships to ensure strong business 4. Develop and maintain strong liaisons with the clients for repeat business or referrals. 5.Ensure the files are processed from login stage to disbursement and liaise with internal departments (Operations and Credit) for completion. 6.Optimize team productivity by effectively managing the team of relationship managers so as to assure achievement of team results and thereby meet the business targets and profitability of the area 7.Align with the team on ground lead generation activities for Sales. 8.Lead and supervise the team for the implementation of the growth agenda through appropriate training, motivation and deployment strategies 9.Constantly keep abreast on market trends and competitor intelligence so as to build and develop effective sales and marketing strategies 10.Use understanding of the markets / competition / process and products available in the markets to provide positive feedback to the central product and policy team to stay ahead in the market. 11.Ensure compliance to all Audit / RBI regulations as well as processes, policies and reports as per company designed systems. Graduate in any discipline

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

Responsible for driving the insurance business for the assigned area. It includes sales life and General Insurance products and the after sales services, in case of queries. To help the sales team and advisors on services / claim settlements etc.

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.nishmitha-kotian@kotak.com or call on 8828395189 Location: Pune, Ahmedabad, Delhi & Mumbai 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. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times. 6. Take regular feedback from partners and customers on satisfaction on selling process and products. 7. Review Sales plan of the partner and support their growth. 8. The employee will be on payroll of Kotak Life. 9. Candidate will be seating in the premises of Kotak Bank

Job Summary Interacting with Branch RM and BM and relationship building with them, Conduct regular product training ,drive and generate GI Business. Roles and Responsibilities Responsible for Banca sales, administrative/support activities for achieving the set targets / objectives. Roles at this level operate under direct supervision with narrow independence of action. Insurance Sales and Knowledge of Insurance Industry Practices Bancassurance experience Good communication skill is a plus Perks & Benefits : Local conveyance, Food allowance & Insurance

Responsibilities: * Lead life insurance branch, driving sales through direct channels. * Manage agency network, develop strategies for growth. * Oversee bancassurance partnerships, maximize revenue opportunities. Health insurance Annual bonus Provident fund

Life Insurance Company is hiring Cluster Manager- Banca (Indian Bank Channel) Tirunelveli Nagapatinam CTC : 10 LPA Contact on 9111021561 Mail us shailja.p@bwise.in References are appreciable

- Branch Sales Channel / Life Insurance - Existing customer base will be provided - Need to get business from existing customer base / also generate leads from them - Provide services & build good relationship with customer - Target achievement Required Candidate profile - 6 months experience in Life Insurance products Sales - Good communication & relationship skills - Excellent knowledge of financial investment products - Ready to travel / target pressure Perks and benefits Monthly travel allowance and incentives

1)Build and maintain strong relationships with bank branch staff to generate leads. 2)Explain product benefits & suggest suitable insurance solutions based on customer needs. 3)Sales-driven mindset with customer service expertise

1)Drive insurance sales through the assigned bank branches. 2)Build strong relationships with branch managers and bank employees to generate leads. 3)Build a good customer base in order to cross-sell & up-sell 4)Age upto 33 years

Openings for Banca channel -Sourcing Business from assigned Bank -Handling walk in customers & leads provided by the bank -Promote the top leading Canara Life Insurance candidate can Apply/share/Refer their CV at 8767546566 Required Candidate profile -Any Graduate with min 1 year of Life Insurance sales experience in Bancassurance /Banca channel/Branch Banking/Broca/NBFC Channel with life insurance sales experience can Apply Perks and benefits Incentives + allowances +Fast-track promotion

Openings for Banca channel -Sourcing Business from assigned Bank -Handling walk in customers & leads provided by the bank -Promote the top leading Canara Life Insurance candidate can Apply/share/Refer their CV at 8767546566 Required Candidate profile -Any Graduate with min 1 year of Life Insurance sales experience in Bancassurance /Banca channel/Branch Banking/Broca/NBFC Channel with life insurance sales experience can Apply Perks and benefits Incentives + allowances +Fast-track promotion

Generate leads from bank branches by maintaining relationships with bank staffs and convert them into sales

We required freshers for life insurance sales by leads conversion from bank branches into sales ,sales oriented,target oriented is needed

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 Varun -9310054306/WHATSAPP RESUME

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.krunali-kini@kotak.com or call on 9820346873 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. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times. 6. Take regular feedback from partners and customers on satisfaction on selling process and products. 7. Review Sales plan of the partner and support their growth. 8. The employee will be on payroll of Kotak Life. 9. Candidate will be seating in the premises of Kotak Bank

Role & responsibilities Key Responsibilities: Building and Maintaining Relationships: Establishing and nurturing strong relationships with clients and partners within the alternate channel. Identifying Client Needs: Understanding client requirements and offering suitable financial solutions. Driving Sales and Revenue: Generating new leads, acquiring new customers, and maximizing revenue through effective client management. Cross-selling and Upselling: Identifying opportunities to offer additional products and services to existing clients. Resolving Client Issues: Addressing client queries, concerns, and complaints promptly and effectively. Achieving Sales Targets: Meeting or exceeding sales targets and contributing to overall business objectives. Customer Satisfaction: Ensuring high levels of customer satisfaction and retention. Collaboration: Working closely with internal teams (sales, marketing, operations) to improve customer experience and resolve issues. Market Analysis: Analyzing market trends and competitor activity to identify opportunities for growth within the alternate channel. Reporting and Analysis: Tracking performance, analyzing data, and providing regular reports on sales and customer activity.

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.shreya-mehta@kotak.com or call on 9820346873 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. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times. 6. Take regular feedback from partners and customers on satisfaction on selling process and products. 7. Review Sales plan of the partner and support their growth. 8. The employee will be on payroll of Kotak Life. 9. Candidate will be seating in the premises of Kotak Bank

Job Description Position Cluster Manager Incumbent Name Department Axis Function Axis Sales Reporting to Circle Relationship Manager & AVP Band 4 Location XYZ Team size (D/I) 12-15 DRs JOB SUMMARY - Manages a large cluster, collaborates with the objective to support and contribute to Axis bank strategy, achieve operations excellence, ensure systems are deployed and help build the channel WITHIN the company guidelines and the achieve business targets. KEY RESPONSIBILITIES- Relationship Management with the Axis Circle Head, Circle Business Managers, Segment Heads and Branch Heads With the advent of cluster formation relationship management with the Branch Heads in order to achieve business targets and builds a progressive partnership with the bank. Provide inputs to the CRM and make plans for achievement in order to support and contribute to Axis Bank Strategy. Periodic Analysis of the performance, Counsel and Mentor performance, Conduct Fortnightly PRPs with the RA and ASMs and Facilitate performance management. Co-create and implement recognition platforms in order to build a capable and motivated team in the AXIS Bank resources. Liaise with training team and circle trainer, ensuring product training departed to all sellers including Axis Bank resources. Daily updates in alignment with Axis Clusters of focused business parameters-Business Plan, Branch Seller Activation and persistency and thereby tracking the performance in all the vectors. Ensuring Branch visits to the top branches, whose %ge achievement on budget is lower than the smaller branches, and come out with the strategy. Deploy the BOLD system to own team and ensure that the system requirements are met in order to ensure that the relationship is productive and mutually beneficial and compliant with all regulatory requirements. Driving the Axis 2.0 Vision and ensuring the highest usage of LMS activity by the team. Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel. Measures of Success Business Plan- Adj MFYP (Rs.) - Plan v/s Actuals Activation plan- Seller Activation (%) - Plan Vs Actual Red Branches Turnaround of Red Branches as per Plan Achieve Product Mix & Case Size Plan- 1. Product Mix (By Value) - Plan Vs Actual 2. Case Size Plan Vs actual Persistency- 15th month Persistency (%) - >82.5 and as per plan Retain Talent 1. Retention rate - 70%, (as per HR formula) ; G2M2 retention - >85%. 2. Kenexa Score improvement over last year Effective Management of Customer 1 Complaints incidence rate (complaints per 000/ NOP issued YTD 2.Total Leakage / Cancellations percentage Key Relationships (Internal /External) Effective Management of People & Customer Retain talent - - 70%, (as per HR formula) Handling Customer Complaints Key competencies/skills required Relationship, Leading people, Effective Management of Process Desired qualification and experience- Master of Business Administration or equivalent. 3 to 5 years of experience in intensive Distribution, Channel Management, Prior experience in insurance essential. Result Orientation, Customer Centricity, Technical Expertise, Managerial Expertise, Problem Solving, Role Modeling Core Values.