2259 Bancassurance Jobs - Page 44

Relationship Manager / Senior RM with AGEAS FEDERAL 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

Relationship Manager / Senior RM with MAX Life Insurance Company - Bancassurance Channel CTC : 3 - 5 Lakhs + incentives Handle 2 to 3 bank branches, convert bank leads into sales Relationship Management Cross Selling Send CV to bookmark.hr@gmail.com Required Candidate profile Looking graduates with minimum 1 year of sales exp in Insurance / banking / financial products Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

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

Job title Bancassurance Manager Location Ahmedabad Mumbai Terms Permanent Level Frontline/Trainee Team Handling Requirements Person should have worked into BFSI sales Background About us We are hiring for one of the most leading Life insurance Company About the role We are looking for young, high energy individuals with a passion for sales and for achieving aspirational targets. Responsibilities Liaise with bank s branch staff and build effective relationships to maximize the business opportunity Provide knowledge about the insurance products and support bank s branch staff through training to enable them to generate new business, understand customer needs and recommend suitable life insurance products to customers Provide training to the bank branch staff to equip them to sell insurance products to customers and assist them in revenue generation Provide guidance to the bank s branch staff in servicing existing customers, solve their queries and concerns and ensure the quality of business is maintained consistently Enable business procured through bank s branch staff is aligned to business quality metrics Exercise due diligence to prevent unauthorized/ fraudulent transactions Candidates who are willing to be mobile and work across locations will be preferred. Candidate requirements Graduation or post-graduation from any stream Graduate freshers or candidates with experience of 0 2 years Note: Compensation and level fitment in the organization will be offered commensurate with role, education and prior work experience of the candidate.

Role & responsibilities Preferred candidate profile Job Description Tata AIA Life Insurance Co. Ltd Internal use only Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives. We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a "Great Place to Work" and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, "People - Our Core," emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion. Fuel your future with us, find your wings, and S.O.A.R. Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth. A. Position Overview Position Title Key Account Manager Department IDFC First Bank of India Level/ Band Executive Role Summary: - Visit partner branches and interact with Bank branch managers - Ensure sales targets assigned are met on every parameter - Interact with customers to explain the products and solutions - Help branches mapped to her/him help achieve insurance sales targets B. Organizational Relationships Reports To Cluster Manager Supervises NA Job Description Tata AIA Life Insurance Co. Ltd Internal use only C. Job Dimensions Geographic Area Covered Branches Stakeholders Internal Supervisors, Ops, Underwriting, Legal Stakeholders External IDFC First Bank – Channel Partner D. Key Result Areas Partner and Client Management • Exceeding branch level targets (NB, renewal, STP, digitization, product mix etc.) • Interact with the Bank branch teams and customers to explain the products and promote the brand • Sales and support to all branches assigned – complete documentation, medicals, close pending documentation. • Drive local contests and engagements to engage teams • Keep track of all contests and initiatives launched – bank, other insurers and Tata AIA Life • Maintain good relationship with Bank Branch manager - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity • Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner • Aid the bank branches to adopt new processes and technology Ensure sales targets assigned are met on every parameter • Assist Branch team to ensure their insurance targets are met by providing sales support, correct training, product updates, sales information. • Align partner to ensure both teams are working towards the same goal Customer service • Ensure adequate customer service – grievance redressal, claim settlement, renewal etc. E. Skills Required Technical • Good product knowledge • Working knowledge of MS Office Behavioral Essential Desired Interpersonal skills • Communication skills • Creative thinking skills • Supervising / Leadership skills • Teamwork Skills • Influencing skills • Relationship Building skills • Decision making skills • Job Description Tata AIA Life Insurance Co. Ltd Internal use only F. Incumbent Characteristics Essential Desired Qualification Graduation Postgraduate/Insurance specific training Experience 1 to 3 years of work experience in Insurance / Financial Service Background, Public Sector Bank partner work experience would be preferable Disclaimer: Tata AIA Life Insurance does not charge any fees from candidates during the hiring process. Verify job offers through official Tata AIA communication channels to avoid fraud. The job description is the sole property of Tata AIA Life Insurance. The content of this JD is confidential, and unauthorized changes or reproduction are forbidden. To know more about Tata AIA Life, click on the weblink: www.tataaia.co

Teamwork Skills Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan • Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree & implement short term and long term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Managing the relationship between internal team and channel partner so as to Foster sales for the company & mmaintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company • Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers • To maintain the desired persistency ratio Prompt post-sales service with respect to all domains Strategize and interact closely with the RM on business plan execution Ensure compliance to internal sales process & other compliance standards Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team procedures to cultivate a compliance culture in the team MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness Self management Problem solving skills Peer level co-ordination and influencing skills Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership Teamwork Skills Influencing skills Relationship Building skills Decision making skills Language Skills

Teamwork Skills Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree & implement short term and long term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Managing the relationship between internal team and channel partner so as to Foster sales for the company & mmaintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company • Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers • To maintain the desired persistency ratio Prompt post-sales service with respect to all domains Strategize and interact closely with the RM on business plan execution Ensure compliance to internal sales process & other compliance standards Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team procedures to cultivate a compliance culture in the team MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness Self management Problem solving skills Peer level co-ordination and influencing skills Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership Teamwork Skills Influencing skills Relationship Building skills Decision making skills Language

Teamwork Skills Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan • Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree & implement short term and long term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Managing the relationship between internal team and channel partner so as to Foster sales for the company & mmaintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company • Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers • To maintain the desired persistency ratio Prompt post-sales service with respect to all domains Strategize and interact closely with the RM on business plan execution Ensure compliance to internal sales process & other compliance standards Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team procedures to cultivate a compliance culture in the team MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness Self management Problem solving skills Peer level co-ordination and influencing skills Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership Teamwork Skills Influencing skills Relationship Building skills Decision making skills Language Skills

Teamwork Skills Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree & implement short term and long term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Managing the relationship between internal team and channel partner so as to Foster sales for the company & mmaintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company • Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers • To maintain the desired persistency ratio Prompt post-sales service with respect to all domains Strategize and interact closely with the RM on business plan execution Ensure compliance to internal sales process & other compliance standards Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team procedures to cultivate a compliance culture in the team MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness Self management Problem solving skills Peer level co-ordination and influencing skills Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership Teamwork Skills Influencing skills Relationship Building skills Decision making skills Language Skills

Health insurance company is looking for Area manager (banca channel) Bangalore location. ctc: 8-10 lpa Must have team handling experience of 1-2 years, experience in health insurance of 4-5 years. candidate can what'sApp their cv at 7880298885

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

Any BFSI or insurance sales exp candidate can apply. Min 1 yr exp in insurance sales. Urgent hiring for banca channel. interested candidate directly share their cv on 7499211307

Execution Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. 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 Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head 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 New Acquisition Banking Partners 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 Relationship Management 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

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.

Openings for Relationship Manager & Sr. Relationship Manager with a Leading Life Insurance Company. Responsibilities: Lead Generation, Insurance Policy Issuance, Customer Service, Relationship Management. Preferred candidate profile: Excellent communication and interpersonal skills. Strong negotiation and persuasion abilities. Knowledge of insurance products and underwriting processes. Customer-centric approach with a focus on delivering exceptional service Benefits: Excellent Incentive scheme and career Development options

We have Urgent requirements in our company Requirements for MT-Relationship officer Roles and Responsibility : Manage and nurture relationships with existing clients remotely. Provide tailored financial solutions to meet clients' needs and goals. Drive sales of banking and financial products through virtual channels. Conduct regular check-ins and reviews with clients to monitor their financial health Requirements - -Graduate candidates Required: required-Good communication skills-Excellent sales skills-Target oriented candidate required Job Location : All Over Kolkata

Job description A bancassurance professional is responsible for providing banking and insurance services to customers. This includes consultation to understand the customers financial needs and recommend the best products to suit their requirements. The primary responsibilities include the following: Analyzing customer needs and identifying cross-sell opportunities. Explaining banking and insurance products and processes to customers. Assisting customers in choosing the most appropriate financial products. Knowing banking and insurance policies to offer the best solutions. Building customer relationships and providing after-sales services. Improving customer satisfaction and achieving Sales targets. Location - Kolkata, Siliguri, Alipurduar, Haldia, Berhampore, Birbhum, Amtala, Canning, Baruipur, Diamond Harbour, Howrah.

Life Insurance Company is hiring Circle Head - Banca - HDFC BB - Hyderabad, hubli CTC - 20Lac Age - 43 Contact on 9111021561 Mail us shailja.p@bwise.in

Job Title : Sales Insurance Top Private Banks Policies selling Must have experience life insurance sales Two wheeler is must. Need to coordinate 3 branches Interested candidates pls share resume to Amulya.p@aaits.in

Immediate joiners required min 1yr Life insurance sales experience or bancaassurance sales ,bfsi sales experience candidates required Age upto-35 Two wheeler+license mandatory Intersetd candidate contact-6369423324

Openings for Banca channel -Sourcing Business from assigned Canara Bank -Handling walk in customers & leads provided by the bank -Promote the Top Leading 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 Canara Bank -Handling walk in customers & leads provided by the bank -Promote the Top Leading 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 +TA+ allowances +Fast-track promotion

Openings for Banca channel -Sourcing Business from assigned Canara Bank -Handling walk in customers & leads provided by the bank -Promote the Top Leading 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 +TA+ allowances +Fast-track promotion

Openings for Banca channel -Sourcing Business from assigned Canara Bank -Handling walk in customers & leads provided by the bank -Bancassurance channel 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 +TA+ allowances +Fast-track promotion

Openings for Banca channel -Sourcing Business from assigned Canara Bank -Handling walk in customers & leads provided by the bank -Promote the Top Leading 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 +TA+ allowances +Fast-track promotion