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1 - 2 years
4 - 5 Lacs
Salem
Work from Office
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- WPC - Plan v/s Actual- as per target assigned 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 and/or DSA relationship Knowledge Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process
Posted 2 months ago
1 - 2 years
4 - 5 Lacs
Chennai
Work from Office
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- WPC - Plan v/s Actual- as per target assigned 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 and/or DSA relationship Knowledge Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process
Posted 2 months ago
1 - 5 years
3 - 4 Lacs
Mumbai
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 RR 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 2 months ago
1 - 5 years
2 - 6 Lacs
Mumbai
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 RR 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 2 months ago
1 - 5 years
3 - 4 Lacs
Aurangabad
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 RR 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 2 months ago
0 - 5 years
1 - 5 Lacs
Mumbai Suburbs, Delhi NCR, Hyderabad
Work from Office
We are hiring for Virtual relation ship manager for one of leading Life insurance company into Non Banking channel. Candidates experienced in to Life Insurance sales or Any BFSI products sales experience open for LI sales can apply.
Posted 2 months ago
1 - 6 years
2 - 4 Lacs
Pune, Navsari, Roorkee
Work from Office
Role: Training and motivating the team Boosting company sales Setting and reviewing goals for the team If interested,please share your resume using the link below: Form : https://forms.gle/wYJTxftFDm7vAEBP7 WhatsApp no. 9591281136. Perks and benefits Bonuses, Family Health Insurance, Foreign Trips
Posted 2 months ago
1 - 6 years
3 - 4 Lacs
Navi Mumbai, Mumbai, Thane
Work from Office
Urgent hiring for Kotak Mahindra Bank Limited. For the Post of Virtual Relationship Manager For Thane-(Wagle Estate) Location. => This is permanent job on roles of the Kotak Mahindra Bank Ltd. with fixed salary + high incentives. => Be part of fastest growing digital sales channel in financial services industry. => This will be permanently working from office only (Not a Work From Home). Job Designation: Virtual Relationship Manager Job Grade: Assistant Manager-M1 / Deputy Manager-M2 Job Location: Thane-West (Maharashtra) This is "Contact Centre Branch" (Non-Branch Banking) based Job, Completely In-house / Office-based profile, No customer Visit, No face to face interaction, No field work. Must be Experience: Candidate must be carrying at least 1.0 year to 6.0 year experience in sales with Banking or BFSI sectors. Other than Banking or BFSI like Outbound Sales, Branch Sales or relevant to our this Job Deception also can apply. Job Description: To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets etc. This skill will also do sales with assigned customer based mapped to them Measure of outcomes NPS, Service Level, Service Quality and Sales. Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. Ensure customer delight and consistent service experience, including timely resolution of customer queries/issues. Complete the logs specified by the process (End-of-day target) Adherence to Information Security norms & quality process norms. To be aware of and comply with any updates about the process Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Other Job Benefits & Features : => Working Day-: 5 Days working in a week. => Two Weekly offs: One fixed off on Sunday and another one is any of Weekday/Saturday. => Shift Timing-: This is a completely fixed day shift, the shift timing from 9.30 am to 6.30 pm. => This is "Contact Centre Branch" (Non-Branch Banking) based Job, => This is completely In-house / Office-based profile, No customer Visit, No face to face interaction, No field work. Candidate Desire: Must be excellent communication skills Verbal & Written. Good listening skills and strong communication abilities. Female would be preferred, between 20-32 years only of ages. Be Confident and willing to learn with a flair for knowledge. Possess an upbeat, positive can-do attitude & works with integrity. Team Player, collaborative Self-motivated person including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers & customers. Eligibility/Experience Criteria: Candidate must be carrying at least 1.0 year to 6.0 year experience in sales with Banking or BFSI sectors. Other than Banking or BFSI like Outbound Sales, Branch Sales or relevant to our this Job Deception also can apply. Salary Package: Annual CTC of Rs.3.00 to 4.50 Lac per annum plus performance based high Incentives. Plus PF, Gratuity and Mediclaim & Insurance cover (as per policy). Education Qualification: Minimum Graduate with any stream Or Post Graduate with any stream. Hoe To Apply : => Interested candidates need to apply via Naukri.com by clicking apply link on same the page or => Need to forward the updated CVs / Resumes at : hr.empowerdesk@gmail.com | And write in the subject line "Kotak-VRM-279" we will revert back. or => Also can share updated CVs / Resumes via WhatsApp on: +91-964-385-3808 if your CV / profile got shortlisted with us we will contact you back. For Any kind of assistance or query call us: Between 10.00 am to 5.00 pm only (do not call beyond the timings) Mobile Number +91-9643853808 Regards Career Empower (Hr-Team) On Behalf of Kotak Mahindra Bank
Posted 2 months ago
1 - 6 years
2 - 5 Lacs
Mangalore, Bengaluru
Work from Office
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 Muskan @ 9867296081
Posted 2 months ago
1 - 6 years
2 - 5 Lacs
Hyderabad
Work from Office
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
Posted 2 months ago
1 - 6 years
3 - 4 Lacs
Navi Mumbai, Thane, Mumbai (All Areas)
Work from Office
Urgent hiring for Kotak Mahindra Bank Limited. For the Post of Virtual Relationship Manager || Location:- Wagle Estate (Thane - West). Job Designation: Virtual Relationship Manager (VRM) Job Grade: Assistant Manager M-1 / Deputy Manager-M2 Job Location: Thane-West (Maharashtra) Must be Experience: => Minimum 1.0 year to 6.0 year experience into Banking Sales / Telesales would be preferred. => Other than banking experience also can apply:- Like-: Any of Telesales, Outbound Sales, Branch Sales or relevant to our this Job Position also can apply. => Must be having good communication skills Verbal & Written both. => Male & Female both can apply between the age of 20-32 years only. Education Qualification: Minimum Graduate with any stream or Post Graduate / MBA also can apply. Job Benefits & Features : => Working Day-: 5 Days working in a week. => Two Weekly offs: One fixed off on Sunday and another one is any of Weekday/Saturday. => Shift Timing-: This is a completely fixed Day Shift, the shift timing from 9.30 am to 6.30 pm. => Fixed Salary & Unlimited Incentives => This is "Contact Centre Branch" (Non-Branch Banking) based Job, => This is completely In-house / Office-based profile, No customer Visit, No face to face interaction, No field work. => This is permanent job on roles of the Kotak Mahindra Bank Ltd. with fixed salary + high incentives. Job Description: Continuous engagement with the mapped customers portfolio as per the contact policy, with accurate & complete capture of interaction details. Making outbound calls to Sell & Cross-Sell banking products on the basis of portfolio and engagement. Would be responsible to generate businesses & revenues including the monthly targets. Products need to sell like : CASA, Life & General Insurances, All kind of Loans, Credit Cards, Mutual Funds, Demat & Traiding A/C etc. Call handling as per defined standards and accurate resolution for customer queries. Promoting Digital Banking services for a superior customer service experience. Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. Regular interactions with the customers and pro-actively assessing customer needs. Salary Package: Annual CTC of Rs.3.00 to 4.50 Lac per annum plus performance based high Incentives. Plus PF, Gratuity and Mediclaim & Insurance cover (as per policy). How To Apply : => Note: Interested candidates need to apply via Naukri.com by clicking apply link on same the page. or Need to forward the updated CVs / Resumes at : hr.careerem@gmail.com | And write in the subject line "Kotak-VRM-281" we will revert back. or => Also you can share updated CVs / Resumes via WhatsApp on: +91-96436-87646 | Write in the subject line "Kotak-VRM-281" If your CV / profile got shortlisted with us we will contact you back. For Any kind of assistance or query call us: Between 10.00 am to 5.00 pm only (Do not call beyond the mentioned timings) Mobile Number +91-96436-87646 Regards Career Empower (Hr-Team) On Behalf of Kotak Mahindra Bank
Posted 2 months ago
0 - 5 years
2 - 4 Lacs
Nasik, Gandhinagar, Nagpur
Work from Office
Lead generation for Life Insurance business in the Branches. Going on sales/customer calls to meet with customers and sell various products to them Achieve targets set by the management for various business segments. Required Candidate profile of Life Insurance experience in Bancassurance channel with exposure to open architecture Good communication skills
Posted 2 months ago
1 - 3 years
2 - 5 Lacs
Mumbai Suburbs, Navi Mumbai, Mumbai
Work from Office
Urgent Hiring Life insurance company for Banca, Direct, Agency Exp :- Min 1-3 Year exp In Life insurance ,Health Insurance ,General Insurance, Any Insurance sales Age up to :-36 ctc :-4- 5 Lpa+incentive contact Person :- Hr Prajakta 9325687615 Required Candidate profile Any insurance sales, banking sales, Cross sales, Casa Sales, Any field sales exp Candidate apply All Mumbai Location
Posted 2 months ago
1 - 6 years
2 - 4 Lacs
Bhubaneshwar, Guwahati, Ranchi
Work from Office
Any BFSI or sales experience candidate can apply. Min 6 month of exp in any sales. Age below 38. urgent hiring for direct channel. Leads will be provided by the organisation. interested candidates directly share your cv on 7499211307
Posted 2 months ago
1 - 2 years
3 - 4 Lacs
Hyderabad
Work from Office
Job Description Job Code Position Relationship Associate Reporting To Department Axis Function Axis Sales Location Band 5 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- WPC - Plan v/s Actual- as per target assigned 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 and/or DSA relationship Knowledge & Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Additional Information (Optional) NA Job Description Job Code Position Relationship Associate Reporting To Department Axis Function Axis Sales Location Band 5 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- WPC - Plan v/s Actual- as per target assigned 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 and/or DSA relationship Knowledge & Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Additional Information (Optional) NA
Posted 2 months ago
1 - 5 years
3 - 7 Lacs
Thrissur
Work from Office
JOB DESCRIPTION Job Title Financial sales manager Band 5B 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 DESCRIPTION Job Title Financial sales manager Band 5B 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 2 months ago
1 - 4 years
2 - 4 Lacs
Chennai, Bengaluru, Bangalore Rural
Work from Office
Urgent Vacancy Banca channel Min :- 1-3 Year exp Health Insurance, Life Insurance, General Insurance, Motar Insurance, Any Insurance sales Age up to :- 37 Ctc : -4 Lpa+ Incentive Contact Person :- Hr. Prajakta: -9325687615 Required Candidate profile Location :- Malleswaram & Jayanagar, Marathahlli Any Banking sales, Cross sales , Casa sales ,Candidate also apply Language Kannada must and others Intested Candidate Please share cv 9325687615
Posted 2 months ago
8 - 12 years
25 - 30 Lacs
Gurgaon
Work from Office
Key Responsibilities Axis Center of Excellence Lead a team of 15-18 Sales Excellence Managers Pan India rolling up to 9 Sales Excellence Heads and a central program management team of 3-4 to enable the following Seamless execution of the Sales Management Process Driving various key strategic initiatives which are focused toward enhancing the quality of our sales team s communication with our partner & customers Helping leverage the digital tools, capability sessions and process improvements by our teams to ensure we are the first choice to our partner and customer. Collaborate with Products, Training and Marketing to provide customized product solutions across all key verticals and customer segments Liaise with Compliance, Legal, DSDO, Finance, BPMA for timely execution and problem solving of channel initiatives Program Management Executing the entire ACE initiative Collaborating with the sales teams, training team, marketing team to ensure smooth execution Field governance and behavior Program management Planning initiatives and ability to articulate desired outcome Presentation to different stakeholders on initiatives Relationship Management N odal point of contact for the channel partner for Business relationship management & Ongoing business support engagement with central teams and vertical teams Build and implement rhythms of governance with Central office stake holders across segments Create ongoing dashboards and intelligence to highlight business performance and areas of improvement across key business vectors Prepare periodic presentations on business progress with insights into opportunities for improvement Building business intelligence through Analytics & environment scan Enabling sustained initiatives and short-term tactical interventions for business augmentation Resolve Business Partner queries within the stipulated time Understand IRDAI & other regulatory guidelines for seamless implementation Channel Development / Enablement Market study of various distribution models in bancassurance including Alternate Channel space Structuring development models and processes for new channels like transaction banking, SME, phone-based channels, credit cards and digital channels. Evaluate possibilities of modulations of distribution models, process restructuring, product reorientation through regular & structured interaction with the field (internal as well as bancassurance partner) Prepare field presentations for review and governance Manage KRA for Channel and Business Partner Liaise with cross functions for timely resolution of queries and issues Sales Initiatives Grid & Market Intel Develop and implement sales initiatives to drive business growth, sales excellence, process improvement, stronger execution, etc in the channel Analyse internal best practices across channels, market trends and competitor strategies to identify opportunities for improvement Create and maintain a sales initiative grid to track and manage activities and performance Collaborate with the sales team to ensure alignment with overall business objectives Monitor and report on the effectiveness of sales initiatives, providing insights and recommendations for improvement Conduct training sessions for the sales team on new initiatives and strategies Work closely with marketing and product development teams to ensure cohesive strategies Gather and analyse market intelligence to inform sales strategies and identify emerging trends Provide actionable insights based on market data to support decision-making processes Key Competencies / skill required Excellent relationship skills, managing various levels of Bank Management Strategic thinking and analytical skills Ability to understand the big picture Sound knowledge of Bancassurance or Banking operations model Very strong communication skills ability to express ideas clearly and persuasively Planning and Organization Effectiveness in planning and organizing activities of himself/herself and team members Intra Organization skills Ability to work together with all stakeholders involved, flexibility in taking feedback and modifying approach Strong understanding of the life insurance market and its products
Posted 2 months ago
1 - 3 years
3 - 5 Lacs
Kolkata
Work from Office
Key Responsibilities. Understand the client's creative needs on various collaterals and coordinate with the design team for the execution of the same. Presenting thoughts on creative outputs and discussing the same with designers and clients. Good Communication skills. Managing existing clients effectively. About CompanyNico Digital is a content-driven SEO agency. We use the power of SEO with earned media to create powerful search authority for our clients. We work with fast-growing SAAS, B2B, and D2C brands. The rankings and links that we get for you will open floodgates of traffic to your pages
Posted 2 months ago
1 - 5 years
3 - 4 Lacs
Chandrapur
Work from Office
Growth Development Driving Top Line: Achieving expected sales target on consistent basis. Cascading the channels strategy and key focus areas for the achievement of set goals. Renewal Ratio: Ensuring budgeted renewal ratio to be achieved by continuous follow up. Stakeholder Management Engage with IMDs in the city / region on a regular basis; share business insights, growth plans and new products / schemes in order to showcase organization credentials as well expand IMD network Inform superior on critical issues / concerns involving other verticals; seek support on resolution Sales Planning Devise month wise strategy and weekly breakdown with the team; identify possible risks and derailers in achievement of the same; drive implementation of steps to tackle the challenges in the best possible way Market Study Intelligence Gathering To develop adequate market intelligence to acquire business by establishing, positioning the BAGIC brand and growing the brand Excellent inter-personal skills and person expected to have high degree of credibility in the local market. Digitization: Online policy issuance should be promoted by way of training to IMDs and driving them for doing so. Identification and onboarding new channel partner
Posted 2 months ago
4 - 6 years
5 - 6 Lacs
Karnal
Work from Office
KEY RESPONSIBILITIES : Handle Sales team of a particular State/Region as a whole which includes Cluster Managers and Front -Line Sales Team. Drive sales and achieve targets through the bank branches Support the CRO in his sales effort, in terms of generating benefit illustrations, accompanying in client calls if required etc. As the Bank is the key customer of the Business Manager, so (s)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 enhance their knowledge about insurance, product offerings and understand their issues/concerns about selling insurance (if any). Identification of potential partners with Preliminary meetings. Ensure that all service requirements are met, medicals facilitated and customers are satisfied. Spearhead all lead generation initiative from the bank whether through walk in, data-mining, referrals and others B. MEASURE OF SUCCESS Achieving sales targets Activate & Penetrate branches for Insurance Sales Arranging training programs for bank staff on products and selling skills • Increasing productivity of bank branch Relationship Management QUALIFICATION / EXPERIENCE : Should have 7+ Years of experience in the Bancassurance Channel. MBA in Marketing & Sales will be preferred. Should have 5 Years of Experience in Team Handling Role Interested candidate can share their resumes at - hamiya1@careinsurance.com
Posted 2 months ago
1 - 6 years
1 - 4 Lacs
Durgapur, Siliguri, Kolkata
Work from Office
Roles and Responsibilities Manage Banca Channel sales team to achieve business targets. Develop and execute strategies for Bancassurance partnerships with banks. Identify new business opportunities through cross-selling life insurance products to bank customers. Build strong relationships with key decision-makers at partner banks to drive revenue growth. Analyze market trends, competitor activity, and customer needs to optimize sales performance.
Posted 2 months ago
2 - 3 years
3 - 7 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 2 months ago
2 - 7 years
3 - 4 Lacs
Raipur
Work from Office
Sales Planning Analyze the growing business segments (Branch, Loan book, etc) of partner banks through historical performance and propose budgeted growth for AOP to supervisor for own region. Recommend manpower requirement based on business potential in the segments identified for driving sales. Provide Inputs and Insights to team to extract maximum business in growing segments and drive sales in their assigned partner bank branches within the region. Design and recommend incentive plan, campaigns within the team to achieve targeted topline. Partner Bank Relationship Management Organize Structured Weekly, Fortnightly and monthly meeting with partner branches to resolve service related issues and address escalations. Support design and recommend specific products that can be introduced from time to time based on the outcome of the structured meeting or analyzing past trends in the segment or best practices of competition. Design, recommend and execute campaign/contest for the Partner Bank to drive sales in profitable segments. Liaise with finance team in ensuring that campaign budgets are approved and the payouts are processed timely. Operations Management Review Periodically assess/review Loan Book Penetration and Branch activation to enable course correction. Organize meetings within/with the team/s to understand challenges faced in terms of conversion at branches and provide solutions. Put in place real time MIS Reporting to ensure information available at all times on all performance or productivity parameters.
Posted 2 months ago
1 - 6 years
2 - 4 Lacs
Bengaluru
Work from Office
1)Get the leads from direct from branches & close the targets 2)Develop new markets/segments in line with company sales strategy from time to time 3)Build long term relationship with customer
Posted 2 months ago
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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.
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.
A typical career path in bancassurance may include roles such as Bancassurance Executive, Bancassurance Manager, Senior Bancassurance Manager, and Bancassurance Head.
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.
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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