Get alerts for new jobs matching your selected skills, preferred locations, and experience range.
1.0 - 2.0 years
3 - 4 Lacs
Ambala
Work from Office
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
Posted 2 weeks ago
1.0 - 3.0 years
2 - 4 Lacs
Chennai, Coimbatore, Bengaluru
Work from Office
Urgent Vacancy Direct channel Life insurance Exp :- Min 1-3 year exp In life insurance ,Health Insurance General Insurance, Banking sales, Any sales exp ctc:- 4.5 LPA+ Incentive contact Person :- Hr Prajakta 9325687615 Required Candidate profile Any sales exp, Direct sales, Agency sales, Banking sales, Bfsi sales, Life insurance , General Insurance, Health insurance, casa sales, Cross sales, Any insurance sales exp
Posted 2 weeks ago
1.0 - 6.0 years
1 - 4 Lacs
Bengaluru
Work from Office
Dear Associates Urgent openings in Top MNC Life Insurance Company To apply call Jyothi on 8919943550 or Email CV to aspirebfsi1@gmail.com Candidate must have 1yrs experience in BFSI Sales or Life insurance sales, interested candidates can apply
Posted 2 weeks ago
2.0 - 7.0 years
4 - 9 Lacs
Lucknow
Work from Office
Key Roles & Responsibilities Primary Role Description • Managing NBFC partners of defined geography • To drive team of FLS for achievement of assigned targets • To Ensure visibility across all partners • To ensure healthy share of wallet across all partners • To maintain cordial relationship with partners Key Roles & Responsibilities: • Strong partner management skills & ability to manage multiple partners together • Maintain good relationship with NBFC partners. • Willingness to travel within the assigned cluster • Good communication skills both written and verbal • Ability to lead & develop high performing team Key Requirements Education & Certificates Min. Graduation • Key Requirements - Experience & Skills • Min. 4-5 year of experience in team handling role Share resume on shraddha.parmar1@nivabupa.com
Posted 2 weeks ago
2.0 - 7.0 years
3 - 4 Lacs
Chennai
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 RR 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 2 weeks ago
1.0 - 4.0 years
1 - 3 Lacs
Hyderabad, Khairatabad
Work from Office
Role & responsibilities Sales target for the assigned bank branches Drive sales and achieve targets through the bank branches Selling companys product Support the CRO in his sales effort, in terms of generating benefit illustrations, accompanying on client calls if required etc The Bank is the key customer of the Business Manager and he has to Engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance, Companys product offerings and understand their issues/ concerns about selling insurance (if any) Ensure that all service requirements are met, medicals facilitated and customers are satisfied. Spearhead all lead generation initiative from the bank whether through walk in, data-mining, referrals and others. Key Performance Indicators: Achieving sales targets Activate & Penetrate branches for Insurance Sales Arranging training programs for bank staff on products and selling skills Increasing productivity of bank branch Achievement of Monthly / Quarterly / Half yearly and Annual Sales Target Preferred candidate profile Should be a Graduate. Should have a valid driving license and Two-wheeler. Should have experience in Life insurance.
Posted 2 weeks ago
1.0 - 3.0 years
2 - 3 Lacs
Madurai, Hubli, Pune
Work from Office
Immediate joiners Min 1 yr life insurance sales exp Age upto-35 Any graduate CTC+Travelling allowance+good incentives Interested candidate contact-6369423324
Posted 2 weeks ago
1.0 - 5.0 years
1 - 4 Lacs
Thane, Mumbai (All Areas)
Work from Office
Greetings from Kotak Life Insurance! We are currently hiring for a Sales Manger for our Banca Channel. Here is an excellent opportunity to get associated with the leading brand Interested candidates can share their resume at "kli.ankita-velari@kotak.com" with subject line Sales manager- Banca Contact person - Ankita Velari 8425915760 Job description Greetings from Kotak Life Insurance!!We are currently hiring for a Sales Manger for our Banca Channel. Here is an excellent opportunity to get associated with the leading brand 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
Posted 2 weeks ago
0.0 - 5.0 years
2 - 7 Lacs
Varanasi, Bengaluru
Work from Office
Will be responsible for meeting sales target through Bank s FOS. Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received form all constituents in the bank branch. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Shall approach him/herself at least 5 new customers in the bank branch each day. 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. Shall train the bank staff regularly on concepts in life insurance and new product introductions. Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Branch Manager Effective Lead generation and meet value / number targets
Posted 2 weeks ago
0.0 - 5.0 years
2 - 7 Lacs
Nagpur
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 journey. A Relationship Associate in Bancassurance is a role within the banking sector that focuses on building and maintaining relationships with customers in relation to insurance products and services offered by the bank. Bancassurance refers to the distribution of insurance products through banks, leveraging their existing customer base and distribution channels. Here are the key responsibilities of a Relationship Associate in Bancassurance Customer Relationship Management Relationship Associates in Bancassurance establish and maintain strong relationships with bank customers. They engage with customers to understand their insurance needs, provide information about available insurance products, and offer personalized solutions based on individual requirements. Insurance Product Knowledge They develop a comprehensive understanding of the insurance products offered by the bank. This includes life insurance, health insurance, general insurance, and other relevant insurance solutions. They stay updated on product features, benefits, terms, and conditions to effectively communicate the offerings to customers. Sales and Cross - Selling Relationship Associates actively promote and sell insurance products to bank customers. They identify cross - selling opportunities by analyzing customer profiles and financial needs. They explain the features and benefits of insurance products, address customer queries, and guide customers through the insurance purchasing process. Needs Analysis and Solution Design They conduct needs analysis for customers to determine their insurance requirements. They assess the customer's risk profile, financial goals, and coverage needs. Based on the analysis, they design suitable insurance solutions that align with the customer's preferences and financial capabilities. Documentation and Application Processing Relationship Associates assist customers with the completion of insurance application forms and related documentation. They ensure accuracy and completeness of information provided by customers and facilitate the smooth processing of insurance applications. Customer Service and Support They provide ongoing customer service and support to address inquiries, claims processing, and policy servicing requirements. They act as a point of contact for customers throughout the insurance policy lifecycle, resolving any issues or concerns that may arise.
Posted 2 weeks ago
1.0 - 2.0 years
3 - 4 Lacs
Surat
Work from Office
JOB DESCRIPTION Job Code Job Title Relationship Associate Sales (Bancassurance - Sales AXIS) Band 5 Reporting To CTC Department Bancassurance KEY RESPONSIBILITIES Will be responsible for meeting sales target through Bank s FOS. Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received form all constituents in the bank branch. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Shall approach him/herself at least 5 new customers in the bank branch each day. 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. Shall train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Branch Manager Effective Lead generation and meet value / number targets JOB REQUIREMENTS MINIMUM/SPECIFIC EXPERIENCE Graduate in any discipline Fresher s are also eligible 1 to 2 yrs of overall exp. in sales with a minimum of 6 months work experience in the fields of Banca, Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship. JOB DESCRIPTION Job Code Job Title Relationship Associate Sales (Bancassurance - Sales AXIS) Band 5 Reporting To CTC Department Bancassurance KEY RESPONSIBILITIES Will be responsible for meeting sales target through Bank s FOS. Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received form all constituents in the bank branch. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Shall approach him/herself at least 5 new customers in the bank branch each day. 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. Shall train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Branch Manager Effective Lead generation and meet value / number targets JOB REQUIREMENTS MINIMUM/SPECIFIC EXPERIENCE Graduate in any discipline Fresher s are also eligible 1 to 2 yrs of overall exp. in sales with a minimum of 6 months work experience in the fields of Banca, Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship.
Posted 2 weeks ago
1.0 - 2.0 years
3 - 4 Lacs
Chennai
Work from Office
Job Description Job Code Position Relationship Associate Reporting To Department Axis Function Axis Sales Location Band 5 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- WPC - Plan v/s Actual- as per target assigned 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 and/or DSA relationship Knowledge & Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Additional Information (Optional) NA Job Description Job Code Position Relationship Associate Reporting To Department Axis Function Axis Sales Location Band 5 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- WPC - Plan v/s Actual- as per target assigned 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 and/or DSA relationship Knowledge & Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Additional Information (Optional) NA
Posted 2 weeks ago
1.0 - 3.0 years
3 - 5 Lacs
Coimbatore
Work from Office
JOB DESCRIPTION Job Title Associate sales manager Band 5A 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 Associate sales manager Band 5A 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 2 weeks ago
1.0 - 3.0 years
3 - 5 Lacs
Salem
Work from Office
JOB DESCRIPTION Job Title Associate sales manager Band 5A 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 Associate sales manager Band 5A 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 2 weeks ago
1.0 - 6.0 years
2 - 3 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Candidate needs to have minimum 6 months sales experience Candidates need to have Life Insurance Experience Candidate needs to have good communication skills Interested candidates can call HR Varun- 9310054306 /Whatsapp- Resume
Posted 2 weeks ago
15.0 - 20.0 years
50 - 60 Lacs
Kota
Work from Office
Job Description Position Relationship Associate/Associate Sales Manager Reporting To Cluster/Area Manager Department Axis Function Axis Sales Location Delhi 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 About Max Life Insurance Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation. Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel distribution including agency and third party distribution partners. Max Life has built its operations over almost two decades through need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per public disclosures, during the financial year 2019-20, Max Life achieved gross written premium of Rs. 16,184 crore. As on 31st March 2020, the Company had Rs. 68,471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913,660 crore. For more information, please visit the Companys website a t www.maxlifeinsurance.com We Stand for Caring A compassionate leader who demonstrates appreciation for diversity in thoughts and approach towards people as well initiatives, eliminates biases to promote meritocracy. A coach who inspires people to excel and sets a culture of high performance. Collaboration A boundary-less leader who is capable of identifying & leveraging expertise of team members for superlative outcomes, thus, delivers to the organization s ask. A leader who addresses challenges with a solution oriented approach to create win-win partnerships within & outside teams through inspired cooperation and teamwork. Customer Obession A leader who embodies Customer and keeps him at the core of all deliverables. Proactively anticipate customer needs and implement strategies to provide best in class customer experience. Growth Mindset An ambitious leader who can sponsor game changing ideas and rally the team to turn them into a reality. A leader who challenges the status quo, takes bold & creative actions to manage complex issues & achieve high impact goals by pushing self and others and raise the bar on performance. People Leadership A people s leader who inspires their teams to stretch themselves and achieve their true potential. A leader who create leaders by coaching, empowering & motivating them to deliver superior business outcomes. "Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity." Job Description Position Relationship Associate/Associate Sales Manager Reporting To Cluster/Area Manager Department Axis Function Axis Sales Location Delhi 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
Posted 2 weeks ago
1.0 - 6.0 years
2 - 3 Lacs
Kakinada, Pattikonda, Eluru
Work from Office
Dear Candidate, Greeting's from TMI Network. We are Hiring Senior Relationship Manager for one of our Top Most Insurance Company to work at Reputed Bank in AP & TS Designation: Senior Relationship Manager(Life Insurance) Channel: Banca Channel Industry: Life Insurance Age: up to 35 Years Education: Graduate Travel: Bike + License must Experience : 1 as RM in Banca-in Life Insurance Salary : 3.25 LPA+ TA 6K + Incentives Locations:Positions Kakinada-Ashok Nagar KKD-3 Pattikonda -2 Yemmiganur-3 Eluru-I pangidi-4 Immediate Joiners Call # HR-Laxmi on # 9705847421 Thanks Laxmi V
Posted 2 weeks ago
2.0 - 7.0 years
2 - 3 Lacs
Giddalur, Banaganapalle, Bhadrachalam
Work from Office
Urgently Hiring for Life insurance company Position: Business Development Manager - Banca Location: Bhadrachalam , Banaganapalli ,Giddalur Experience : 1 yr in any Banking sales, insurance sales Role & responsibilities JOB RESPONSIBILITIES The Business Manager has the responsibility of driving sales and achieving the sales target for the assigned bank branches Target Achievement Drive sales and achieve targets through the bank branches • Selling companys product Sales Support Support the CRO in his sales effort, in terms of generating benefit illustrations, accompanying on client calls if required etc Relationship Management • The Bank is the key customer of the Business Manager and he has to engage an open and trusting relationship with the Branch Managers/officers/staff • Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance, Companys product offerings and understand their issues/ concerns about selling insurance (if any) • Ensure that all service requirements are met, medicals facilitated and customers are satisfied. Lead Generation • Spearhead all lead generation initiative from the bank whether through walk in, data-mining, referrals and others. Please share your resume on shravanthig.hyd@tminetwork.com or WhatsApp on 8712221365 Regards Shravanthi
Posted 2 weeks ago
1.0 - 5.0 years
3 - 4 Lacs
Jalandhar
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 2 weeks ago
2.0 - 7.0 years
2 - 3 Lacs
Warangal, Ramachandrapuram, Gadwal
Work from Office
Urgently Hiring for Life insurance company Position: Business Development Manager - Banca Location: Ramachandrapuram - AP, Gadwal, Warangal, Venkatagiri - AP Experience : 1 yr in any Banking sales, insurance sales Role & responsibilities JOB RESPONSIBILITIES The Business Manager has the responsibility of driving sales and achieving the sales target for the assigned bank branches Target Achievement Drive sales and achieve targets through the bank branches • Selling companys product Sales Support Support the CRO in his sales effort, in terms of generating benefit illustrations, accompanying on client calls if required etc Relationship Management • The Bank is the key customer of the Business Manager and he has to engage an open and trusting relationship with the Branch Managers/officers/staff • Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance, Companys product offerings and understand their issues/ concerns about selling insurance (if any) • Ensure that all service requirements are met, medicals facilitated and customers are satisfied. Lead Generation • Spearhead all lead generation initiative from the bank whether through walk in, data-mining, referrals and others. Please share your resume on deepalik@tminetwork.com or whatsapp on 8977966681 Regards Deepali K
Posted 2 weeks ago
2.0 - 4.0 years
0 - 2 Lacs
Warangal, Hyderabad, Kadiri
Work from Office
If you are interested Please share your resume on whatsapp: 9959040996 Role & responsibilities The Business Manager has the responsibility of driving sales and achieving the sales target for the assigned bank branches Target Achievement Drive sales and achieve targets through the bank branches Selling companys product Sales Support Support the CRO in his sales effort, in terms of generating benefit illustrations,accompanying on client calls if required etc Relationship Management The Bank is the key customer of the Business Manager and he has to engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance, Companys product offerings and understand their issues/ concerns about selling insurance (if any) Ensure that all service requirements are met, medicals facilitated and customers are satisfied. Lead Generation Spearhead all lead generation initiative from the bank whether through walk in, data-mining, referrals and others. WORK EXPERIENCE 2-4 years In Insurance / Banking / Finance / FMCG / NBFC / Pharma Sales and Freshers. AGE Below 35 years
Posted 2 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
Kottayam, Thrissur, Kozhikode
Work from Office
Role & responsibilities Responsibilities: Engage with banking partners to identify potential customers and generate qualified leads . Conduct financial needs analysis and provide expert life insurance advisory services . Promote and sell a wide range of insurance products such as term plans , ULIPs , and investment-linked insurance based on the clients profile. Execute effective cross-selling and upselling strategies to increase product penetration. Build and maintain strong customer relationships through proactive follow-ups and regular financial planning sessions . Meet assigned sales targets , KPIs, and ensure high conversion rates . Educate clients on the importance of financial planning , wealth protection , and insurance benefits . Stay up to date with IRDAI regulations , market trends , and insurance industry developments. Desired Candidate Profile: Graduate in any discipline ( BBA/B.Com preferred ); Minimum 1 year of sales experience , preferably in insurance / BFSI / financial services . Proven track record of target achievement and lead conversion . Strong communication , presentation , and negotiation skills. Sound knowledge of insurance products , banking processes , and retail financial services . Ability to work independently and collaborate with partner bank teams . Preferred candidate profile
Posted 2 weeks ago
1.0 - 6.0 years
1 - 4 Lacs
Noida, Ghaziabad, New Delhi
Work from Office
Greetings !!! Here is an excellent opportunity to get associated with the leading brand Canara HSBC LIFE INSURANCE COMPANY In Banca Channel Here is the job description : - Job Title : Relationship manager/ Relationship officer - Company : Canara HSBC Life Insurance Company - Location : South Delhi Noida and Ghaziabad - Max CTC : 4 lakhs per annum plus Allowances Key Responsibilities: 1. Sell life insurance products to clients 2. Meet sales targets and expand the customer base 3. Identify new business opportunities and build relationships with clients 4. Provide after-sales support to clients Desired Skills: 1. Proven sales and marketing skills 2. Excellent communication and interpersonal skills 3. Ability to identify new business opportunities and build relationships with clients Eligibility Criteria: 1. Graduation in any discipline 2. 1-2 years of experience in life insurance sales preferred , banking experience also considered. What the Company Offers: 1. Competitive salary 2. Incentives and bonuses based on performance 3. Opportunities for career growth and development 4. Comprehensive training program If you are interested in this profile , share your cv on whatsapp or call 8999277902 Regards HR Varsha
Posted 2 weeks ago
2.0 - 4.0 years
0 - 2 Lacs
Rajampet, Proddatur, Kurnool
Work from Office
If you are interested Please share your resume on whatsapp: 9121479238 Role & responsibilities The Business Manager has the responsibility of driving sales and achieving the sales target for the assigned bank branches Target Achievement Drive sales and achieve targets through the bank branches Selling companys product Sales Support Support the CRO in his sales effort, in terms of generating benefit illustrations,accompanying on client calls if required etc Relationship Management The Bank is the key customer of the Business Manager and he has to engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance, Companys product offerings and understand their issues/ concerns about selling insurance (if any) Ensure that all service requirements are met, medicals facilitated and customers are satisfied. Lead Generation Spearhead all lead generation initiative from the bank whether through walk in, data-mining, referrals and others. WORK EXPERIENCE 2-4 years In Insurance / Banking / Finance / FMCG / NBFC / Pharma Sales and Freshers. AGE Below 35 years
Posted 2 weeks ago
7.0 - 12.0 years
5 - 12 Lacs
Palakkad
Work from Office
Position Title: Area Manager Banca Channel Location: Palakkad Cluster, Kerala Industry: Life Insurance Employment Type: Full Time Company: A Leading Life Insurance Company Overview: We are hiring an experienced Area Manager to lead our Banca Channel operations in the Palakkad cluster . This role is ideal for professionals with solid banca handling experience and a background in life insurance sales . You will manage multiple bank branches and lead a team of Sales Managers and Bancassurance Officers to drive business growth through strong bank partner relationships. Key Responsibilities: Lead, manage, and motivate a high-performing team with strong team handling capabilities across multiple bank branches in Palakkad . Drive banca channel sales through deep engagement with partner bank staff and branch leadership. Achieve and exceed assigned sales targets through strategic planning and on-ground execution. Ensure seamless banca integration , building strong rapport with banking partners to drive life insurance penetration. Conduct regular branch visits, joint fieldwork, and partner engagement sessions to promote product awareness and lead generation. Analyze sales metrics and provide actionable feedback to the team for continuous improvement. Identify business opportunities and customer segments to expand market reach within the Palakkad cluster . Conduct training and capability-building workshops for bank staff and internal teams. Ensure compliance with regulatory guidelines and internal audit standards. Collaborate with the central team for product promotions, marketing campaigns , and business development initiatives. Prepare regular performance reports and insights for review by senior management. Requirements: Bachelor’s degree. Minimum 7 years of experience in life insurance sales with proven banca handling experience and team management . Strong knowledge of insurance products and the bancassurance model . Excellent relationship management, communication, and problem-solving skills. Current employment in a life insurance company (LI) preferred.
Posted 2 weeks ago
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Bancassurance, the partnership between banks and insurance companies to distribute insurance products, is a growing sector in India. As more financial institutions recognize the benefits of offering insurance services to their customers, the demand for bancassurance professionals is on the rise.
Entry-level bancassurance professionals in India can expect to earn around INR 3-5 lakhs per annum, while experienced professionals can make upwards of INR 10 lakhs per annum.
A typical career path in bancassurance may include roles such as Bancassurance Executive, Bancassurance Manager, Senior Bancassurance Manager, and Bancassurance Head.
In addition to bancassurance knowledge, professionals in this field may benefit from skills such as sales techniques, customer relationship management, financial planning, and regulatory compliance knowledge.
As you explore opportunities in the bancassurance job market in India, remember to prepare thoroughly for interviews and showcase your skills and knowledge confidently. With the right combination of expertise and experience, you can carve out a successful career in this dynamic and growing sector. Good luck!
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