2259 Bancassurance Jobs - Page 45

locationsPune - West time typeFull time posted onPosted 5 Days Ago time left to applyEnd DateMay 3, 2025 (4 days left to apply) job requisition idJR-0012104DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

locationsBangalore - NorthPune - EastBangalore Fortune SummitPune - West time typeFull time posted onPosted 19 Days Ago job requisition idJR-0009487 Banking Main client contact for all banking relationships User Administrator on all banking systems, plus control and oversight of all other administrators Oversight and control of Master Bank Account List Active role in maintaining liquidity across client accounts through use of Money Market Deposits attendance at liquidity review meetings Control of bank account signatory lists, maintaining, updating etc Maintain Apex Corporate Trustees policies Maintain business org charts Devising and maintaining central spreadsheets for example: Execution Register CTU payment request spreadsheet Powers of Attorney Run Apex Corporate Trustees (UK) Projects, for example: The transfer of banking systems from Lloyds CBO to Lloyds Gem Transfer of RBS bank accounts to Lloyds Review of Archiving records, spreadsheets, making more efficient Pensions Governance New Business Questionnaire Operational Excellence review and improve processes Managing staff as required oversight of Apex Corporate Trustees India team reporting into UK DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Candidate should be comfortable for field work Should Have Min 1 Year BFSI Sales Experience Build a Good Relationship With Bank RM Sell life insurance to walk-in customers Must be a graduate and have a bike Candidates Can Call @HR Ankita 9101286673

URGENT OPENING FOR BANCA CHANNEL FLS LOCATION KOLKATA LIFE INSURANCE EXP MANADATORY CTC UPTO 4 LPA

Max Life Insurance Company Limited is looking for Associate Agency Development Manager to join our dynamic team and embark on a rewarding career journey Recruit, train, and mentor insurance agents and agencies to promote the products and services Develop and maintain strong relationships with agents and agencies to ensure their satisfaction and retention Monitor sales performance and analyze market trends to identify opportunities for growth Provide guidance and support to agents to help them achieve their sales goals Ensure compliance with all regulatory requirements and company policies and procedures Collaborate with internal teams to ensure timely and successful delivery of products and services Provide exceptional customer service to policyholders and address any concerns or complaints in a timely and professional manner Prepare and deliver presentations to agents and prospects Maintain accurate records of all sales activities and customer interactions Strong communication and interpersonal skills Strong analytical and problem-solving skills

Max Life Insurance Company Limited is looking for Associate Agency Development Manager to join our dynamic team and embark on a rewarding career journey Recruit, train, and mentor insurance agents and agencies to promote the products and services Develop and maintain strong relationships with agents and agencies to ensure their satisfaction and retention Monitor sales performance and analyze market trends to identify opportunities for growth Provide guidance and support to agents to help them achieve their sales goals Ensure compliance with all regulatory requirements and company policies and procedures Collaborate with internal teams to ensure timely and successful delivery of products and services Provide exceptional customer service to policyholders and address any concerns or complaints in a timely and professional manner Prepare and deliver presentations to agents and prospects Maintain accurate records of all sales activities and customer interactions Strong communication and interpersonal skills Strong analytical and problem-solving skills

Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner KEY RESPONSIBILITIES Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate. Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations 15th Month collection MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance

Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner KEY RESPONSIBILITIES Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate. Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations 15th Month collection MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance

The Bancassurance Department within Axis Max Life Insurance plays a critical role in driving the distribution of life insurance products through our strategic partnership with Yes Bank. This department leverages Yes Bank s existing customer base and infrastructure to offer insurance solutions. Bancassurance Department serves as a bridge between Axis Max Life Insurance Company and Yes Bank, ensuring that insurance products are effectively marketed and sold to a wide customer base, while maintaining high standards of customer service, compliance, and performance. Below is a summary of the key functions typically performed by the Bancassurance Department Sales and Distribution Management Customer Relationship Management Compliance and Regulatory Oversight Job Summary Zonal Manager is a senior leadership role managing the Bancassurance partnership with Yes Bank (YBL) within the designated region and responsible for overseeing the sales, operations, and performance. This position involves managing a team of sales agents, cluster managers, and support staff, ensuring the achievement of sales targets, operational efficiency, and high levels of customer satisfaction. The Regional Manager will be responsible for driving growth, expanding market share, and maintaining strong relationships with clients, partners, and stakeholders within the region. Additionally, the candidate will suggest product synergies and identify various customer touch-points within Yes Bank for insurance sales opportunities. They will provide accurate and timely updates on competitors and best practices. Key Responsibilities Will be responsible for the Bancassurance (YBL) partnership. Create and maintain engagement with regional Managers / Branch Managers and other key Yes Bank Head Office / Management Team members Lead a team of Sales Executives (Relationship Associates and Associate Sales Managers and Centre Managers) and monitor their input/output activity and ensure lead generation through various sources. Increasing insurance awareness and product penetration among Yes Bank s customers. Increasing insurance penetration among Yes Bank staff members Suggest sizzlers and R&R platforms for Yes Bank s employees who provide prospect leads as we'll as for Axis Max Life s dedicated sales team. Suggest product synergies and capture Yes Bank s various customer touch-points for insurance sales opportunities. Provide accurate and timely competitor updates/best practices Key skills required R elationship Management, Leading people, process adherence MEASURES OF SUCCESS Business Plan Adjusted MFYP (Rs.) - Plan v/s Actual Activation Plan Seller Activation (%) - Plan Vs Actual Collections 15th month Persistency (%) - >75% Sales process Adherence 1.Implementation of CRM 2.Governance Rhythm 3.Business Leakage & complaints Effective Management of People Talent Retention - 70% G2V2 retention - >90%. Engagement Score - 85% Customer centricity and satisfaction Effective Management of Customer as per Plan Key Relationships (Internal /External) Distribution leaders HR Team Training Team Planning & Analytics Team Yes Bank Management & Sales Team Desired qualification and experience Graduate/ Post Graduate in any discipline Good communication skills - English & regional language (preferred) Age group 35-45 years Preferably has own conveyance Must have 10-12 years of overall exp. in sales with a minimum of 6 to 8 years combined work experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship

Responsibilities: Manage insurance sales through bank channels. Collaborate with banking partners on banca products. Develop bancassurance strategies for clients.

Role & responsibilities Preferred candidate profile PNB MetLife Hiring Drive Details Drive Date: 26th June 2025 (Thursday) Channel: Bancassurance KBL Bank Relationship Role Type: Individual Role Eligibility: Candidates currently in Bancassurance roles are acceptable Locations: Bangalore MG Road, Hyderabad Total Openings: 8 Vacancies Point of Contact (PoC): Akshatha Action Required: Upload and share profiles Note: Ensure only quality profiles are shared Apply Now! Send your updated resume to: loalith.mktg@gmail.com Contact:7075464794

Role : Direct Business Relationship Manager-NEW CAR FINANCE-Sales Location : Mumbai (Kalina Adamas Plaza , Santacruz East) Grade : M3 Age : Maximum 33 50% Desk Job and 50% Field Job. Should have minimum 1 year experience on Sales on phone with good convincing skills. Male / Female both can apply. Residence – preferably on western line.

Role & responsibilities Preferred candidate profile PNB MetLife Hiring Drive Details Drive Date: 26th June 2025 (Thursday) Channel: Bancassurance – KBL Bank Relationship Role Type: Individual Role Eligibility: Candidates currently in Bancassurance roles are acceptable Locations: Bangalore MG Road, Hyderabad Total Openings: 8 Vacancies Point of Contact (PoC): Akshatha Action Required: Upload and share profiles Note: Ensure only quality profiles are shared Apply Now! Send your updated resume to: loalithjobs4@gmail.com Contact: K. Supriya – 88850 18075

Collections Manager - Support Services-Collection Daily DRR Door to door visit Daily customer follow up Target v/s achievement Monitoring of collection agency

Collections Manager - Support Services-Collection Daily DRR Door to door visit Daily customer follow up Target v/s achievement Monitoring of collection agency

Role : Direct Business Relationship Manager-NEW CAR FINANCE-Sales Location : Mumbai (Kalina Adamas Plaza , Santacruz East) Grade : M3 Age : Maximum 33 50% Desk Job and 50% Field Job. Should have minimum 1 year experience on Sales on phone with good convincing skills. Male / Female both can apply. Residence – preferably on western line.

Roles and Responsibilities Role Summary: - To manage sales and business objective of the cluster, meeting or exceeding key targets - To ensure achievement of sales targets with optimal market coverage - To plan resource allocation and be responsible for financial viability of the cluster. - To effectively lead and manage his sales team by providing them with ongoing coaching - To ensure that the sale behavior, sales ethics and sales practices of the sales team comply with company standards and regulations - To closely work with the branch / channel head to design sales strategies and initiatives that will cause improvement of sales performance across business. Desired Candidate Profile 8-10 years of experience in branch banking, BFSI sales, bancassurance, insurance sales, or related fields. Strong knowledge of life insurance products and team handling experience. Excellent communication skills with ability to build strong relationships with clients & teams.

Roles and Responsibilities Identify new business opportunities by prospecting for potential customers and acquiring new ones. Meet or exceed monthly targets set by the organization. Desired Candidate Profile 1-4 years of experience in branch banking, BFSI sales, bancassurance, insurance sales, or related fields. Strong knowledge of life insurance products and general insurance sales principles. Excellent communication skills with ability to build strong relationships with clients. Ability to work independently with minimal supervision while meeting deadlines.

Roles and Responsibilities Identify new business opportunities by prospecting for potential customers and acquiring new ones. Meet or exceed monthly targets set by the organization. Desired Candidate Profile 1-4 years of experience in branch banking, BFSI sales, bancassurance, insurance sales, or related fields. Strong knowledge of life insurance products and general insurance sales principles. Excellent communication skills with ability to build strong relationships with clients. Ability to work independently with minimal supervision while meeting deadlines.

We are hiring Corporate Sales Manager (CSM) / Associate Circle Head (ACH) / Territory manager positions. Requirements: Qualification: Any Graduates (Mandatory). Exp - Min 5 Years exp in Life Insurance Bancassurance and 2 years in team handling. Local candidates would be preferred more

Role & responsibilities 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 Preferred candidate profile 2 to 4 years of work experience in Insurance/ Financial Service Background, Public Sector Bank partner work experience would be preferable Any Graduate Age up to 35 years Eligible candidates may share update resume on shashank.dhomne@tataaia.com , please mention applied position in subject line.

Urgent Opening Banca channel Designation :- Relationship Manager Exp :- Min 1-3 Year exp In life Insurance Health Insurance, General Insurance, Bfsi sales, Banking Sales Ctc ;- 3.7 lPA+Attractive Incentive Contact Person :- Hr Prajakta 9325687615 Required Candidate profile Life insurance, Health Insurance, General Insurance, Banking sales, Any field sales, Bfsi sales, Casa Sales,Cross sales Agency sales, Banca sales, Direct sales, Any insurance sales exp candidate

Role & responsibility: The Business Development Manager role is to lead a team, generate new business by building partnerships & guiding team members. Interested candidates can share their updated CV on 7795883858 or mail on riya.goodjob@gmail.com Perks and benefits FIXED CTC+ Incentives+ Medical Benefits+Promotions

Urgent Opening Banca channel Designation - Relationship Manager Exp :- Min 1-3 Year exp In life Insurance Health Insurance, General Insurance, Bfsi sales, Banking Sales Ctc ;- 3.5 lPA+travelling allowances +Incentive Contact :- Hr Prajakta 9325687615 Required Candidate profile Life insurance, Health Insurance, General Insurance, Banking sales, Any field sales, Bfsi sales, Casa Sales,Cross sales Agency sales, Banca sales, Direct sales, Any insurance sales exp candidate

Planning Undertake planning for achieving sales targets for the cluster. Develop sales targets for the branches within the cluster. Ensure monitoring and analysis of performance of each branch in the cluster against identified targets. Implement incentive schemes for bank employees within the cluster. Strengthen relationship with Branch Managers/ CROs of the partner banks Manage & enhance relationship with the Branch Managers/ CROs of the partner banks. Engage all the employees of the bank branches in insurance sales. Maintain clear communication with the Branch Managers of the partner banks. Sales growth and cost management Ensure achievement of sales targets for the cluster, Ensure successful launch of new products and marketing promotional, campaigns within the Cluster Review monthly sales targets and performance of Business Managers/ CROs and discuss with Business mangers/ CROs on backlog, customer feedback, and other insights from field force Effectively manage overheads and thus ensure reduction of cost of operations for the cluster Customer satisfaction and retention Monitor satisfaction of the clusters customers through a customer satisfaction index based on parameters such as customer complaints. People Management Develop the recruitment and training plan for the Business Managers in line with the overall recruitment & training plan and ensure recruitment and training of the team as per the plan. Resolve any issues related to the Business managers/ CROs. Ensure CROs meet their training requirements. Ensure employee satisfaction and motivation.