2248 Bancassurance Jobs - Page 8

- Drive insurance product sales (GI/HI) through the Banca Channel - Manage and strengthen the relationship with branches. - 4-5 years of experience in GI/HI sales through Banca Channel - Minimum 6 months of team handling experience is preferred

Position Relationship Managers Department Bancassurance A. KEY RESPONSIBILITIES Achieving sales targets Increase in number of active branches Encouraging bank staff Arranging training programs for bank staff on products Increasing productivity B. MEASURE OF SUCCESS Achievement of sales target Relationship Management at Regional/Branch level C. Qualification / Experience Any Graduate or Post Graduate 1 to 2 years of relevant experience D. Skills Required Product Knowledge Action planning Good relationship with BMs / Bank Staff Good communication skills Persuasive

Join Chola MS General Insurance as a Sales Manager - Bancassurance! Empowering Growth & Success in the Insurance Industry Role Overview: As a Sales Manager - Bancassurance ( Motor & Health ) , you will be instrumental in building and expanding our business with banca channel in your designated regions. You will work closely with banks and direct clients, attend walkin clients in bank and get leads from assigned banks and ensure our insurance products reach a wider audience. Location : Chiplun/ Ratnagiri/ Goa ( North, South Goa) Preferred candidate profile Min 1 yr experience in motor/ health insurance Whats in It for You? Attractive Package: Earn up to 3.67 Lakhs CTC per annum, with lucrative sales incentives for achieving targets. Incentives & Recognition: Rewarding your hard work with performance-based incentives and recognition. Work-Life Balance: Enjoy a supportive work culture with a balanced schedule to maintain a healthy work-life blend. Comprehensive Benefits: Health insurance and other wellness benefits to keep you and your family secure. Continuous Learning: Access to industry-leading training programs to keep you updated and help you grow in your role. Ready to Elevate Your Career? Join us in shaping the future of insurance! If you're interested, send your resume to sarikaa@cholamsispl.com or call us at 9689839600 for more details. Apply Now & Be a Part of Our Success Story!

Role & Responsibilities - Banca Manager, Area Manager, Team Management, Team Handling Preferred Candidate Profile - Banca Area Manager, Area Manager, Sales Life Insurance, Life Insurance, Bancaasurance Manager, Team Handling If you have any query please share me. Contact - 7208350250 Mail Id - rakesh.pawar02@bajajallianz.co.in

Role & responsibilities A Bancassurance Sales Officer is responsible for selling insurance products through a bank's network of branches. They act as a bridge between the bank and the insurance company, helping customers find suitable insurance solutions. Key Responsibilities: Sales and Promotion: Identifying and approaching potential customers within the bank's customer base. Explaining insurance products and their benefits to customers. Relationship Management: Building and maintaining strong relationships with bank employees to foster collaboration and generate referrals. Providing excellent customer service and after-sales support. Product Knowledge: Possessing in-depth knowledge of various insurance products, including life, health, and general insurance. Understanding the insurance application and underwriting process. Compliance: Ensuring compliance with all relevant insurance regulations and company policies. Reporting and Analysis: Maintaining accurate records of sales activities and customer interactions. Preparing regular sales reports and analyzing performance data. Business Development: Identifying new business opportunities and contributing to the overall growth of the bancassurance channel. Providing feedback on product and marketing strategies to improve sales. Skills and Qualifications : Sales and Marketing Skills: Proven ability to meet sales targets and build strong customer relationships. Communication and Interpersonal Skills: Excellent communication and interpersonal skills to effectively explain complex information and build rapport. Product Knowledge: Strong understanding of insurance products and the insurance industry. Banking Knowledge: Some understanding of banking operations and procedures can be beneficial. Problem-Solving and Negotiation Skills: Ability to address customer queries and negotiate effectively. Qualifications: Typically requires a bachelor's degree in finance, business administration, or a related field. Experience: Relevant experience in sales, particularly in the insurance or banking sector, is often required. Preferred candidate profile

Hello, Greetings from Kotak Life Insurance! Job location : Surat, Nashik , Ahmedabad Interested candidates can share their resumes at " kli.devika-dikshit@kotak.com " Contact Person - 9833936084 Job description : Banca Channel Here is an excellent opportunity to get associated with the leading brand - 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. - The employee will be on payroll of Kotak Life - Minimum 1 year of experience in Life Insurance

Hello, Greetings from Kotak Life Insurance! Job location : Surat, Pune, Ahmedabad Interested candidates can share their resumes at " kli.devika-dikshit@kotak.com " Contact Person - 9833936084 Job description : Banca Channel Here is an excellent opportunity to get associated with the leading brand - 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. - The employee will be on payroll of Kotak Life - Minimum 1 year of experience in Life Insurance

Handle 4–5 bank branches Drive insurance sales from bank leads Ensure timely policy processing Cross-sell, up-sell & build bank relations

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

KEY RESPONSIBILITIES Will be responsible for the driving business in 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 well as for 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

Function Summary Execute annual business plan and field strategy via the Axis Center for Excellence (ACE) and its end-to-end program management Drive thought leadership, excellence and business transformation in Open Architecture with Axis Bank Manage the Axis Bank relationship by driving strategic projects / initiatives Develop and enhance distribution models (existing and new) Govern and drive field behavior Foster cross-functional collaboration with internal teams and key stakeholders Promote technology adoption, implement processes and customized solutions Study best practices internally and in competition; identify, develop, and implement sales initiatives Job Summary Manage the Axis Bank relationship by identifying growth / development opportunities of existing and new channels, modulations of distribution models, process structuring or product reorientation Develop and execute strategy and implement sales initiatives, analyze market trends, and optimize sales strategies to drive growth and achieve sales targets. Drive business transformation initiatives to enable winning in Open Architecture and enhance Axis Max Life thought leadership with Axis Bank Enable functional excellence and accountability across functional stakeholders to bring convergence leading to integrated thinking, process re-design Build excellence in field launches, dissemination and technology adoption Undertake key projects on channel innovation delivery strategies Support the relationship in building business intelligence through analytics and environment scan on an ongoing basis Key Responsibilities Axis Center of Excellence (ACE) Program Management Lead a central program management team of 3-4 to enable the following Seamless execution of the Sales Management Process Driving various key strategic initiatives which are focused toward enhancing the quality of our sales team s communication with our partner customers, and improving behavior Help with leveraging the digital tools, capability sessions and process improvements by our teams to ensure we are the first choice to our partner and customer. Collaborate with Products, Training and Marketing to provide customized product solutions across all key verticals and customer segments Liaise with Compliance, Legal, DSDO, Finance, BPMA for timely execution and problem solving of channel initiatives Presentation to different stakeholders on initiatives Channel Development / Enablement Market study of various distribution models in bancassurance including Alternate Channel space Structuring development models and processes for new channels like transaction banking, SME, phone-based channels, credit cards and digital channels. Evaluate possibilities of modulations of distribution models, process restructuring, product reorientation through regular structured interaction with the field (internal as well as bancassurance partner) Prepare field presentations for review and governance Manage KRA for Channel and Business Partner Liaise with cross functions for timely resolution of queries and issues Sales Initiatives Grid Market Intel Develop and implement sales initiatives to drive business growth, sales excellence, process improvement, stronger execution, etc in the channel Analyse internal best practices across channels, market trends and competitor strategies to identify opportunities for improvement Create and maintain a sales initiative grid to track and manage activities and performance Collaborate with the sales team to ensure alignment with overall business objectives Monitor and report on the effectiveness of sales initiatives, providing insights and recommendations for improvement Conduct training sessions for the sales team on new initiatives and strategies Work closely with marketing and product development teams to ensure cohesive strategies Gather and analyse market intelligence to inform sales strategies and identify emerging trends Provide actionable insights based on market data to support decision-making processes Key Competencies / skill required Strategic thinking and analytical skills Ability to understand the big picture Sound knowledge of Bancassurance or Banking operations model Very strong communication skills ability to express ideas clearly and persuasively Planning and Organization Effectiveness in planning and organizing activities of himself/herself and team members Intra Organization skills Ability to work together with all stakeholders involved, flexibility in taking feedback and modifying approach Strong understanding of the life insurance market and its products Desired qualification and experience Postgraduate from Tier 1 B Schools with 8-10 years of experience in BFSI / Business Consulting (mandatory) The incumbent should be currently working in strategy development in BFSI (preferred) Experience of translating strategy into delivery through plans, programs, people and culture Highly analytical and comfortable working with complex data sets Detailed understanding of financial forecast modelling built around multiple assumptions / variables Play a challenger role and maintain independence while supporting channel strategies at the same time Ability to communicate effectively, connect and inspire colleagues at all levels of the organization Sharp prioritization and delegation while working with multiple priorities while managing ambiguity and change

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 MEASURES OF SUCCESS Business Plan- Adj 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% G2M2 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 Key competencies/skills required Relationship Management, Leading people, Effective Management of Process DESIRED QUALIFICATIONS AND EXPERIENCE Graduate / Post Graduate in Sales / Marketing 10-12 yrs of overall exp. in sales with a minimum of 5-6 yrs combined work experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship.

PNB Met Life Insurance Des : Territory Manager Ctc :6 lpa KeyResponsibilities: Relationship Management: Developing and maintaining strong relationships with bank branch managers and other relevant staff. Sales Generation: Driving sales of insurance products (life, health, etc.) through the bank's customer base. Product Training: Educating bank staff about the features, benefits, and sales processes of insurance products. Sales Support: Assisting bank staff with customer interactions, providing necessary information and documentation. Target Achievement: Meeting or exceeding sales targets for various insurance products. Compliance: Ensuring all sales activities adhere to banking regulations and company policies. Lead Generation: Identifying and qualifying potential customers within the bank's customer base. Market Research: Understanding the competitive landscape and identifying opportunities for growth. Reporting: Providing regular updates to senior management on sales performance and market trends. Cross-selling and Up-selling: Identifying opportunities to offer additional insurance products to existing customers.

Bancassurance handling HNI customers of Bank This is an individual role

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 products candidate can Apply/Refer their CV at 8767546566 Required Candidate profile Any Graduate with minimum 1 year of Life Insurance sales experience in Banca/Bank channel/Broking channel/NBFC Channel/branch banking sales experience can apply Perks and benefits Incentives + allowances +Fast-track promotion

• Drive sales and achieve targets by building relationship with Existing Customers & exploring Cross Selling / Reference Selling opportunities. • Ensure Renewal is collected to keep every policy live. Sales Process Management. Required Candidate profile age - 34 max must have 1 years exp in BFSI Sales , Banking Sales , Insurance sales.

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 products candidate can Apply/Refer their CV at 8805901485 Required Candidate profile Any Graduate with minimum 1 year of Life Insurance sales experience in Banca/Bank channel/Broking channel/NBFC Channel/branch banking sales experience can apply Perks and benefits Incentives + allowances +Fast-track promotion

Hiring for the post of SALES OFFICER for Banca Channel-Life Insurance Locations: Bangalore ,Hukeri , Gokak ,Mysore No of Position: 20 WALKIN INTERVIEWS on 24th July'25 @10:00AM IST ( for address please call 9705847421) Min 1+yr experience in Insurance sales. Education: Any Graduate CTC Range : 2.75LPA-4LPA If interested share your updated resume on 9705847421 / OR email id : venkatlakshmi@tminetwork.com

Role & responsibilities - Familiar with Banca Vertical - HNI/UHNI Portfolio Handling - NRI Services - Relationship with Partner - NRI RM/BM *** Individual Profile*** Preferred candidate profile Life Insurance - Banca - Affluent (NRI Banking)

Promote and sell life insurance policies to prospective clients through direct channels. Understand client needs and recommend suitable insurance products. Meet and exceed sales targets and contribute to the overall growth of the organization. Required Candidate profile Should have Graduate with Good Communication Skill Having Minimum 1 year Life Insurance Sale Experience or Banking Sales Experience Age below 39 Year

Role & responsibilities: Responsible for channel management in the area assigned Cultivating and maintaining relationship with channel partner and branch staff Conducting training programs for the branch staff, particularly private banking RMs to facilitate the cross selling of general insurance products (SME, Motor, Health products) Conducting weekly visits to assigned ICICI bank branches Implementation of sales strategy, revenue generation and achieving targets Responsible for objection handling and aiding sales process carried out by channel Managing Retention, with special focus on health products. Preferred candidate profile: 1 . Candidate must possess knowledge of general insurance products (sme and motor) and also health insurance products 2. Willing to travel various branches within the location 3. Good communication skill 4. Good stability Skills Required: - Relationship Management - Health Insurance Sales Experience with product knowledge of 1 year - Stakeholder Management - GI/SAHI industry knowledge Desired Qualification: Full Time/ Part Time - Graduate / Postgraduate MBA preferably marketing Desired Experience: Minimum 2 years' experience Location- Mumbai, Goa, Amravati Industry preference: General insurance, banking Interested candidate can share their updated cv to priyanka.shrivatsa@icicilombard.com or contact on 9664261933

We are Hiring Sales Manager for a Premium Life Insurance Company based in Chennai, Vizag and Visakhapatnam. Candidates with minimum 2 year of experience in Life insurance can apply. Job Title : Sales Manager Educational qualification : Bachelor's Degree Experience : min 2 year in Life Insurance CTC : upto 4.25 LPA Location : Chennai, Vizag, Visakhapatnam 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

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you 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.

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you 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.

Banca Channel Responsibilities Develop and maintain relationships with bank partners to drive life insurance sales. Coordinate with bank staff to implement sales strategies and training programs. Achieve and exceed monthly and annual sales targets. Conduct regular sales meetings and product training sessions with bank staff. Monitor and analyze sales performance and market trends. Provide feedback on product performance and customer needs. Work with the marketing team to design and implement promotional campaigns.