2259 Bancassurance Jobs - Page 50

Responsible for implementing the sales plan of the assigned region ? Responsible for achieving sales targets from a select group ? Assist in launching & driving Annuity Business ? Prepare periodic sales reports Maintain database on corporate clients and competitor information ? Update the call reports and any competitor's information as suggested by corporate solutions team Continuously evaluate potential of Annuity Business in the region ? Develop specific analysis parameters ? Conduct analysis on the above mentioned potential groups and prepare reports for the Business Head ? Collect competitor information on Annuity business Adhere to all Organization's policies and procedures

Openings for Banca channel -Sourcing Business from assigned Canara Bank -Handling walk in customers & leads provided by the bank -Promote the Canara HSBC Life Insurance sales 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

Tele caller will be given leads to call from the organization, and they will also have to close the deal on prospect customers/clients. Sell life insurance product to the customers. Handle the HNI Customers Share resume on what's App 8956244952. Required Candidate profile Graduate Minimum 1 year experience in life insurance sales Mandatory Age up to 30 Its a sale profile. We have opening in Bangalore, Hyderabad, Chennai, Kochi Perks and benefits Incentives

Engage and nurture the relationship with channel partners to drive the business targets. Design and execute a sales plan to help the team gain maximum mindshare of the distributor, thus meeting targets and improve market share in the channel.

urgent Vacancy Opening for Banca channel /UBI bank Exp :-Min 1-2 year exp In Banking and life insurance ,field sales, Banca channel Age up to :- 36 Ctc up to :- 3.25 to 3.5Lpa + Incentive+ 6000 Par Month TA 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

We are Hiring Sales Manager for a Premium Life Insurance Company based in several locations. Candidates with minimum 2 years of experience in Life insurance can apply. Job Title : Sales Manager- Kotak Securities Educational qualification : Bachelor's Degree Experience : 2 to 6 years in Life Insurance CTC : upto 4.25 LPA Location : Meerut, Kanpur, Lucknow, Varanasi and Gorakhpur Roles and Responsibilities: The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. Set and monitor clear objectives to achieve the agreed sales targets for the partners. Help partners to generate and track leads, close sales. Help partners to upsell and cross sell to customers basis need analysis Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times Take regular feedback from partners and customers on satisfaction on selling process and products Review Sales plan of the partner and support their growth. For further assistance contact/whatsapp: 9354909520, 9354909511 or write to mamta@gist.org.in , shivam@gist.org.in

Roles and Responsibilities Building synergy with Regional Office. Driving the sales of Credit Card. Collection Management. Visibility Management. Execution of BTL (Below the Line) activities. Document management, KYC, AML compliances. Will be responsible for managing a team of Off-Roll Sales employees Desired Candidate Profile Good oral and presentation skills. Good interpersonal and problem-solving skills. Self-motivated, goal oriented and multitasking. High energy and ability to create good relationship with Bank Staff Minimum Experience For Regional Relationship Officer Post Graduate with minimum 1 years of experience.( Retail Assets and Credit Cards) Graduate with minimum 3 years of experience. ( Retail Assets and Credit Cards) For Deputy Regional Relationship Officer Graduate with minimum 1 year of experience. (Retail and Credit Cards) Maximum Age : 45 Years as on date of receipt of Application

Leading team of Branch Banking Relationship Managers & promoting Life Insurance to existing Bank Customers Training Branch RM's & motivating teams Dealing with Bank Branch Managers & RM's Meeting HNI clients of Banks Achieving assigned sales targets Required Candidate profile Minimum Graduate from any stream with minimum 10+ year of Insurance experience with Banca & Alliances background is must. High dependency on Bank relationships in Open Architecture scenario alignment. Perks and benefits Salary mentioned is fixed and other than Salary.

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 ;- 4.5 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

Position Title Key Account Manager Department Yes Bank Branch Banking Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To Regional Manager Supervises NA C Job Dimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D 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 and 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 and maintain 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

Position Title Key Account Manager Department Yes Bank Branch Banking Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To Regional Manager Supervises NA C Job Dimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D 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 and 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 and maintain 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

Position Title Key Account Manager Department Yes Bank Branch Banking Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To Regional Manager Supervises NA C Job Dimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D 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 and 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 and maintain 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

Roles and Responsibilities Building synergy with Regional Office. Driving the sales of Credit Card. Collection Management. Visibility Management. Execution of BTL (Below the Line) activities. Document management, KYC, AML compliances. Will be responsible for managing a team of Off-Roll Sales employees Desired Candidate Profile Good oral and presentation skills. Good interpersonal and problem-solving skills. Self-motivated, goal oriented and multitasking. High energy and ability to create good relationship with Bank Staff Minimum Experience For Regional Relationship Officer Post Graduate with minimum 1 years of experience.( Retail Assets and Credit Cards) Graduate with minimum 3 years of experience. ( Retail Assets and Credit Cards) For Deputy Regional Relationship Officer Graduate with minimum 1 year of experience. (Retail and Credit Cards) Maximum Age : 45 Years as on date of receipt of Application

Roles and Responsibilities Building synergy with Regional Office. Driving the sales of Credit Card. Collection Management. Visibility Management. Execution of BTL (Below the Line) activities. Document management, KYC, AML compliances. Will be responsible for managing a team of Off-Roll Sales employees Desired Candidate Profile Good oral and presentation skills. Good interpersonal and problem-solving skills. Self-motivated, goal oriented and multitasking. High energy and ability to create good relationship with Bank Staff Minimum Experience For Regional Relationship Officer Post Graduate with minimum 1 years of experience.( Retail Assets and Credit Cards) Graduate with minimum 3 years of experience. ( Retail Assets and Credit Cards) For Deputy Regional Relationship Officer Graduate with minimum 1 year of experience. (Retail and Credit Cards) Maximum Age : 45 Years as on date of receipt of Application

Role & Responsibilities 1. Selling general insurance products through banca channel 2. Generating business through set of branches assigned & maintaining sound relations with the bank staffs 3. Conducting weekly visits to assigned branches 4. Implementation of sales strategy, revenue generation & achieving targets

JOB DESCRIPTION Job Title Relationship Associate Band 5 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 Relationship Associate Band 5 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 Position Relationship Associate/Associate Sales Manager Reporting To Cluster/Area Manager Department Axis Function Axis Sales Location Band 5/5A About Max Life Insurance Max Life Insurance, one of the leading non-bank promoted private life insurers, is a joint venture between Max Financial Services Ltd. and Mitsui Sumitomo Insurance Co. Ltd. Max Financial Services Ltd. is part of the Max Group, which is a leading Indian multi-business corporation, while Mitsui Sumitomo Insurance is a member of the MS&AD Insurance Group, which is amongst the leading insurers in the world. Max Life Insurance offers comprehensive long term savings, protection and retirement solutions through its high quality agency distribution and multi-channel distribution partners. A financially stable company with a strong track record over the last 15 years, Max Life Insurance offers superior investment expertise. Max Life Insurance has the vision To be the most admired life insurance company by securing the financial future of our customers. The company has a strong customer-centric approach focused on advice-based sales and quality service delivered through its superior human capital. In the financial year 2016, Max Life recorded Gross Written Premium of Rs. 9,216 crore with sum assured of Rs. 2,71,633 crore and Asset Under Management of Rs. 35,824 crore as on 31st March 2016." 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- Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned Protection Sales- Selling minimum of 2 policies with case size of 15k Case Size- Plan Vs Actual - as per target assigned Percentage of E sales- 50% of NOP (Excluding BDE Sales) to be on Esales platform 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 Knowledge & Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management Additional Information (Optional) Org Chart- NRH ZVP CRM & AVP DCM/ CM/ ARM RA/ ASM/SM Job Description Position Relationship Associate/Associate Sales Manager Reporting To Cluster/Area Manager Department Axis Function Axis Sales Location Band 5/5A About Max Life Insurance Max Life Insurance, one of the leading non-bank promoted private life insurers, is a joint venture between Max Financial Services Ltd. and Mitsui Sumitomo Insurance Co. Ltd. Max Financial Services Ltd. is part of the Max Group, which is a leading Indian multi-business corporation, while Mitsui Sumitomo Insurance is a member of the MS&AD Insurance Group, which is amongst the leading insurers in the world. Max Life Insurance offers comprehensive long term savings, protection and retirement solutions through its high quality agency distribution and multi-channel distribution partners. A financially stable company with a strong track record over the last 15 years, Max Life Insurance offers superior investment expertise. Max Life Insurance has the vision To be the most admired life insurance company by securing the financial future of our customers. The company has a strong customer-centric approach focused on advice-based sales and quality service delivered through its superior human capital. In the financial year 2016, Max Life recorded Gross Written Premium of Rs. 9,216 crore with sum assured of Rs. 2,71,633 crore and Asset Under Management of Rs. 35,824 crore as on 31st March 2016." 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- Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned Protection Sales- Selling minimum of 2 policies with case size of 15k Case Size- Plan Vs Actual - as per target assigned Percentage of E sales- 50% of NOP (Excluding BDE Sales) to be on Esales platform 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 Knowledge & Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management Additional Information (Optional) Org Chart- NRH ZVP CRM & AVP DCM/ CM/ ARM RA/ ASM/SM

Position Title Key Account Manager Department Yes Bank Branch Banking Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To Regional Manager Supervises NA C Job Dimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D 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 and 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 and maintain 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

Openings For Credit Life Insurance/Banca Channel -Bank Relationship Manager -Need to sell Credit Life Insurance to the assigned bank customer Required Candidate profile -Candidate with 1 year of Credit Life Insurance/Life Insurance sales experience in Bancassurance / Banca can Apply candidate can share their CV at cv.bfsihrsolution@gmail.com /WhatsApp on 8767546566 Perks and benefits Incentives +TA+ allowances +Fast-track promotion

Openings For Banca Channel/Credit Life Insurance -Selling life insurance products through assigned Bank branches -Keeping good relationship with branch managers and branch staffs to ensure their support in sourcing and finding eligible customers Required Candidate profile -Candidate with 1 year of Life Insurance/Credit Life Insurance sales experience in Bancassurance/Banca can Apply -Candidate with Credit Life insurance sales/Life Insurance sales is preferable Perks and benefits Incentives +TA+ allowances +Fast-track promotion

Openings For Banca Channel -Bank Relationship Manager -Need to sell Life Insurance to the assigned bank branch customer Required Candidate profile -Candidate with minimum 1 year of Life Insurance sales exp in Bancassurance / Banca channel can Apply -Age up to 35 candidate can share their CV at cv.bfsihrsolution@gmail.com /WhatsApp on 8767546566 Perks and benefits Incentives +TA+ allowances +Fast-track promotion

Openings For Banca Channel -Relationship Manager -Need to sell Life Insurance to the assigned bank branch customer Required Candidate profile -Candidate with minimum 1 year of Life Insurance sales exp in Bancassurance / Banca channel can Apply -Age up to 35 Interested candidate can apply /share/Refer their CV at WhatsApp on 8767546566 Perks and benefits Incentives +TA+ allowances +Fast-track promotion

Position Title Key Account Manager Department Yes Bank Branch Banking Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To Regional Manager Supervises NA C Job Dimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D 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 and 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 and maintain 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

Position Title Key Account Manager Department Yes Bank Branch Banking Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To Regional Manager Supervises NA C Job Dimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D 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 and 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 and maintain 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

Position Title Key Account Manager Department Yes Bank Branch Banking Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To Regional Manager Supervises NA C Job Dimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D 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 and 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 and maintain 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