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1.0 - 5.0 years
2 - 3 Lacs
Mumbai, Mumbai Suburban, Navi Mumbai
Work from Office
Hello, Greetings from TATA AIG General insurance company Ltd...!!! We are Hiring Relationship Manager - Bancassurance for in multiple location of Mumbai and Navi Mumbai Key Accountabilities/ Responsibilities Responsible for Achieving overall Gross Written Premium • Team Management. • Channel Relationship Visit Branches • Conduct Meetings • Regular training of Bank employees regarding TAGIC Products. • To maintain Renewal of Business Timely follow up with the clients. • Tracking religiously in first week of every month. • Driving Bank for retention first • To maintain the hygiene • Proper QC and issuance of premium collected. • Proactive in handling claims. • Responsible for getting new Business. • New LOBs, New product customized for Banking products. Perks and Benefits: Travel Allowance + Lucrative Incentives If interested kindly apply or share CV on Ritikavikash.quesscorp@tataaig.com
Posted 1 week ago
1.0 - 5.0 years
1 - 4 Lacs
Madurai, Pollachi, Chennai
Work from Office
1.Drive life insurance sales through bank branches. 2.Build strong relationships with bank staff, generate leads, meet customers, explain products, and achieve targets. 3.Ensure smooth policy issuance and provide post-sales support. Perks and benefits Performance Based Incentives 4k Allowances PM
Posted 1 week ago
3.0 - 7.0 years
0 Lacs
rajkot, gujarat
On-site
Job Summary: As a [Job Title], you will be responsible for [brief description of key responsibilities and deliverables]. Success in this role will be measured by [specific measures of success]. Knowledge & Skill Matrix: - [List of required knowledge and skills] - [Additional knowledge and skills] Additional Information (Optional): - [Any additional information relevant to the job] Job Location: Rajkot,
Posted 1 week ago
1.0 - 6.0 years
2 - 3 Lacs
Jalgaon, Chandrapur, Kolhapur
Work from Office
Openings for Banca sales -Maintain Good relationship with bank & sell the Life insurance -Handling walk in customers & leads provided by the bank -Business development for Life Insurance candidate can Apply/Refer their CV at 8805901485 Required Candidate profile Any Graduate with minimum 1 year of Life Insurance sales experience/Casa sales/Bank channel/Broking channel/NBFC Channel/branch banking sales experience can apply Perks and benefits Incentives + allowances +Fast-track promotion
Posted 1 week ago
1.0 - 6.0 years
2 - 4 Lacs
Dhubri, Cooch Behar, Darjeeling
Work from Office
Greetings from Kotak Life Insurance!! We are Currently hiring For a Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.shreya-meht@kotak.com Contact Number-9820346873 Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times. 6. Take regular feedback from partners and customers on satisfaction on selling process and products. 7. Review Sales plan of the partner and support their growth. 8. The employee will be on payroll of Kotak Life. 9. Candidate will be seating in the premises of Bandhan Bank.
Posted 1 week ago
1.0 - 6.0 years
2 - 4 Lacs
Hazaribag, Jamshedpur, Ranchi
Work from Office
Greetings from Kotak Life Insurance!! We are Currently hiring For a Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.shreya-meht@kotak.com Contact Number-9820346873 Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times. 6. Take regular feedback from partners and customers on satisfaction on selling process and products. 7. Review Sales plan of the partner and support their growth. 8. The employee will be on payroll of Kotak Life. 9. Candidate will be seating in the premises of Bandhan Bank.
Posted 1 week ago
1.0 - 4.0 years
2 - 5 Lacs
Ghaziabad
Work from Office
Role: Generate business leads through platforms like Freelancer, Upwork, and LinkedIn. Responsibilities: Create and manage agency profiles on Freelancer & Upwork Bid on relevant projects and convert leads into clients Coordinate with internal teams to prepare proposals Maintain client communication and follow-ups Achieve monthly targets and track outreach performance
Posted 1 week ago
0.0 years
2 - 3 Lacs
Gobardanga
Work from Office
Responsible for managing a key relationship of a very reputed and demanding Bank. Responsible for managing overall business for assigned area (4-5 branches) which involves business development, sales, relationship management, operational and training support, identifying new business opportunities, and meeting overall target assigned on new business. Responsible to establish productive, professional relationship with key personnel of assigned business vertical. Responsible for all operations, customer servicing and customer retention activities for the assigned business verticals. Responsible to drive business through credit life /group initiatives to achieve monthly, quarterly & yearly business targets Responsible for business tracking, analyzing and reporting business results at desired and periodic intervals to reporting authority. Responsible for compliant business practices and ensuring that employees of business vertical comply with ethical business practices for Insurance sale. Ability to deal with HNI Clients. Responsible to maintain high channel satisfaction ratings that meet company standards
Posted 1 week ago
5.0 - 10.0 years
8 - 11 Lacs
Bengaluru
Work from Office
Leading Health Insurance is hiring for Area Sales Manager in Banca Channel for Bangalore CTC is Upto 10-11 LPA Team Handling experience in insurance (LI,HI & GI) is mandatory candidates can share resumes on rh1.bwise@gmail.com on 9479746990
Posted 1 week ago
1.0 - 6.0 years
2 - 4 Lacs
Hapur, Saharanpur, Pune
Work from Office
Any BFSI or insurance sales exp candidate can apply . Min 1 yr exp in insurance sales. Urgently hiring for banca channel. Interested candidates can apply on 7499211307
Posted 1 week ago
1.0 - 4.0 years
2 - 3 Lacs
Kochi, Hyderabad, Chennai
Work from Office
Sell the Lifeinsurance products to the customers through bank Tag 2 to 3 branches of the bank. Visit the branches daily basis Share resume on what's App 8956244952 Required Candidate profile Graduate Candidates have minimum 1 years experience in Life Insurance sales Age Limit :22- 35 we Have opening in Hyderabad,Chennai,Bangalore ,Kochi,Trivandrum,Thrissur,Alappuzha Perks and benefits Incentives
Posted 1 week ago
1.0 - 6.0 years
1 - 3 Lacs
Morbi, Jamnagar, Porbandar
Work from Office
Drive insurance sales through partner bank branches. Manage bank relationships, convert warm leads, assist walk-in clients, and cross-sell financial products. Deliver top service, boost revenue, and grow with a dynamic, target-driven team. Required Candidate profile • Must be Graduate • Must have 1 YEARS of experience in Life Insurance • Good Communication Skills • Age Criteria:- 21 to 34 Years For more info. Call OR WhatsApp: 9904195437 HR Kinjal Perks and benefits Incentives + Appraisal + PF + Promotions
Posted 1 week ago
3.0 - 8.0 years
2 - 13 Lacs
Kurukshetra
Work from Office
Max Life Insurance Company Limited is looking for Associate Agency Development Manager to join our dynamic team and embark on a rewarding career journeyRecruit, 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.
Posted 1 week ago
3.0 - 8.0 years
2 - 8 Lacs
Ahmedabad
Work from Office
Max Life Insurance Company Limited is looking for Relationship Associate - Bancassurance to join our dynamic team and embark on a rewarding career journeyA Relationship Associate typically refers to a role within the financial services industry, particularly in banking or investment firms. As a Relationship Associate, your primary responsibility is to support and manage client relationships to ensure customer satisfaction and promote business growth. Here are some common duties and responsibilities associated with the roleClient Relationship Management Building and maintaining strong relationships with clients is a key aspect of the role. Relationship Associates interact with clients to understand their financial needs, provide personalized service, address inquiries or concerns, and offer appropriate solutions or recommendations.Account Management Relationship Associates oversee client accounts, including opening new accounts, updating account information, and processing transactions. They ensure accurate record-keeping and handle any account-related administrative tasks.Financial Advisory Support Relationship Associates assist clients by providing basic financial advice and guidance. They may explain investment options, discuss risk tolerance, and help clients make informed decisions based on their financial goals.Cross-Selling and Upselling Relationship Associates identify opportunities to cross-sell or upsell additional products or services to existing clients. This involves analyzing client needs and suggesting relevant solutions that align with their financial objectives.Product Knowledge It is important for Relationship Associates to have a deep understanding of the financial products and services offered by their organization. They should be able to explain product features, benefits, and associated risks to clients.
Posted 1 week ago
3.0 - 5.0 years
12 - 14 Lacs
Thrissur
Work from Office
Relationship Management with the Axis Circle Head, Circle Business Managers, Segment Heads and Branch Heads With the advent of cluster formation relationship management with the Branch Heads in order to achieve business targets and builds a progressive partnership with the bank. Provide inputs to the CRM and make plans for achievement in order to support and contribute to Axis Bank Strategy. Periodic Analysis of the performance, Counsel and Mentor performance, Conduct Fortnightly PRPs with the RA and ASMs and Facilitate performance management. Co-create and implement recognition platforms in order to build a capable and motivated team in the AXIS Bank resources. Liaise with training team and circle trainer, ensuring product training departed to all sellers including Axis Bank resources. Daily updates in alignment with Axis Clusters of focused business parameters-Business Plan, Branch Seller Activation and persistency and thereby tracking the performance in all the vectors. Ensuring Branch visits to the top branches, whose %ge achievement on budget is lower than the smaller branches, and come out with the strategy. Deploy the BOLD system to own team and ensure that the system requirements are met in order to ensure that the relationship is productive and mutually beneficial and compliant with all regulatory requirements. Driving the Axis 2.0 Vision and ensuring the highest usage of LMS activity by the team. Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel. Measures of Success Business Plan- WPC (Rs.) - Plan v/s Actuals OA Share- Counter Share of MLI at Channel Partner s end New SP Certification & Success Persistency- 13th month Persistency (%) as per plan 25 th month Persistency (%) as per plan Retain Talent Retention rate as per HR formula Key competencies/skills required Relationship, Leading people, Effective Management of Process Desired qualification and experience- Master of Business Administration or equivalent. 3 to 5 years of experience in intensive Distribution, Channel Management, Prior experience in insurance essential. Result Orientation, Customer Centricity, Technical Expertise, Managerial Expertise, Problem Solving, Role Modeling Core Values.
Posted 1 week ago
1.0 - 3.0 years
3 - 5 Lacs
Hubli, Mangaluru, Mysuru
Work from Office
JOB DESCRIPTION Job Title Relationship Associate Band 5 Reporting To Centre Manager Department Bancassurance Ujjivan/TMB/ DCB/SIB/CSB 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/CSB 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 1 week ago
1.0 - 3.0 years
3 - 5 Lacs
Kottayam
Work from Office
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
Posted 1 week ago
0.0 - 4.0 years
2 - 6 Lacs
Chandrapur
Work from Office
Overview Position Title Relationship Manager - Bancassurance IBL Department Bancassurance IBL Level/Band Executive-209 Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations Organizational Relationships Reports To Territory Manager/ Area Manager Supervises NA Job Dimensions Geographic Area Covered Branches / Cluster Stakeholders Internal Training Branch Operations Distribution Operations Stakeholders External Channel Partner 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 jointing with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with RAMBO RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the RAMBO 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 RAMBO 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. 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 skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills Language Skills English, Local language Incumbent Characteristics Essential Desired Qualification Graduate PG Experience 0.5 - 4 years in Sales (Insurance / Financial Service Background) 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:
Posted 1 week ago
2.0 - 3.0 years
4 - 5 Lacs
Chennai
Work from Office
JOB DESCRIPTION A Position Overview Position Title Senior Relationship Manager Virtual Bancassurance HDFC Function Partnership Distribution Department Virtual Bancassurance HDFC Level/ Band Executive Grade 209 Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To ATM/ TM Supervises NA C Job Dimensions Geographic Area Covered Zone/ 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 WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branches Working jointing with the Branch Manager on Business Implementation plan Driving and motivating the branch staff and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the HDFC branch staff 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 staff activation activation targets Work collectively with HDFC staff 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 possHDFCe 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 HDFC branch manager 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. Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. F 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 skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills G Incumbent Characteristics Essential Desired Qualification Graduate/ PG Experience 2-3 years in Sales
Posted 1 week ago
1.0 - 6.0 years
2 - 4 Lacs
Pulivendla, Rajampet, Markapur
Work from Office
Hiring for Relationship Manager-Banca Channel-Life Insurance for AP & TS .----ONROLL JOB---- Walkin Interviews on 26th July'25 @10:00AM-3:00PM ( address will be shared to interested candidates who want to apply) Educational Qualification : Any Graduate Salary : min 3-4LPA + Petrol Allowance + Incentives Exp : Min 1+yrs in insurance sales( Any Insurance sales) Gadwal Nagaram Narketpally Ramanapeta Aloor Kothur Ongole Singarayakonda Kadiri Atmakur Nellore Kothacheruvu Puttaparthi Dharmavaram Madakasira Bathalapalli Penukonda Buchireddy Palem Chilamatur ammavaripalli Nandayala Ananthapur Kalyanadurgam Alagada Prudutur Pulivendala Rajampeta Markapur Tadapatri Immediate joiners are given first preference. Multiple openings ,Please share references . Interested candidates share an updated Resume on 9705847421/ venkatlakshmi@tminetwork.com Regards, Laxmi
Posted 1 week ago
1.0 - 6.0 years
2 - 4 Lacs
Mandya, Mysuru, Koppal
Work from Office
Hiring for Relationship Manager-Banca Channel-Life Insurance for Mysore ,Mandya ,Koppal, SHIMOGA location .----ONROLL JOB---- Walkin Interviews on 26th July'25 @10:00AM-3:00PM( address will be shared to interested candidates who want to apply) Educational Qualification : Any Graduate Salary : min 3-4LPA + Petrol Allowance + Incentives Exp : Min 1+yrs in insurance sales( Any Insurance sales) Immediate joiners are given first preference. Multiple openings ,Please share references . Interested candidates share an updated Resume on 9705847421/ venkatlakshmi@tminetwork.com Regards, Laxmi
Posted 1 week ago
2.0 - 5.0 years
3 - 4 Lacs
Pune
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 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
Posted 1 week ago
2.0 - 4.0 years
3 - 4 Lacs
Ranchi
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 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 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 1 week ago
1.0 - 6.0 years
2 - 4 Lacs
Vellore, Erode
Work from Office
Greetings from Kotak Life Insurance!! We are Currently hiring for a Deputy Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.sharvari-lokare@kotak.com or call on 9892923348 Location - Vellore, Erode Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times. 6. Take regular feedback from partners and customers on satisfaction on selling process and products. 7. Review Sales plan of the partner and support their growth. 8. The employee will be on payroll of Kotak Life. 9. Candidate will be seating in the premises of Bandhan/Jana Bank
Posted 1 week ago
1.0 - 6.0 years
2 - 4 Lacs
New Delhi, Gurugram, Delhi / NCR
Work from Office
Greetings from Kotak Life Insurance!! We are Currently hiring for a Deputy Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.sharvari-lokare@kotak.com or call on 9892923348 Location - Delhi, Noida, Ghaziabad, Noida, Gurgaon, Faridabad Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times. 6. Take regular feedback from partners and customers on satisfaction on selling process and products. 7. Review Sales plan of the partner and support their growth. 8. The employee will be on payroll of Kotak Life. 9. Candidate will be seating in the premises of Kotak Bank
Posted 1 week ago
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