2248 Bancassurance Jobs - Page 9

Role: RO/SRO/ERO/SM Designation: RO/SRO/ERO/SM Department/Function: SALES RETAIL- CANARA Career Level: 8/7 Direct Reporting: CBM & Above Matrix Reporting: # of Direct Reportees: NA #of indirect Reportees: NA Highest Education: Graduate| 10+2 education* Experience: Freshers, relevant sales experience Location: PAN India Hub/HO: HubRole & responsibilities Preferred candidate profile Communication Skills: Ability to clearly explain the benefits and features of traditional life insurance plans, ensuring clients understand their options and the value of the coverage. Customer Focus: Strong commitment to understanding and meeting the specific needs of clients, providing personalized service and support. Relationship Building: Ability to build and maintain trust with clients, fostering long-term relationships that encourage client loyalty and referrals. Sales Expertise: Proven track record in selling traditional life insurance products, with a deep understanding of the sales process and techniques. Product Knowledge: In-depth understanding of traditional life insurance plans, including whole life, term life, and endowment policies, and their respective benefits. Regulatory Knowledge: Awareness of regulatory and compliance requirements specific to traditional life insurance, ensuring all sales practices adhere to legal standards. Problem-Solving: Quick thinking and problem-solving skills to address client concerns and find suitable solutions that meet their insurance needs. Ethical Judgment: Strong sense of ethics and integrity in all dealings, ensuring clients' best interests are always prioritized. Adaptability: Ability to adapt to changing client needs and market conditions, staying informed about industry trends and updates.

Urgently hiring for Sr. Bancassurance Manager position Minimum 1 year of Life Insurance/Sales experience Age limit 25 to 36 years Interested candidates please Call/ WhatsApp - 8918239473

KEY RESPONSIBILITIES Relationship Management Strengthening relationship with regular engagement with distribution heads Engage regularly to monitor and improve performance. Managing New business Responsible for managing the new business issuance by ensuring daily traction on WIP to meet the month targets Driving WIP clearance through hub teams to clear field WIP on daily basis for issuance Regular Governance calls with HUBs teams. Responsible for end-to-end WIP management Identify opportunities for improvement and drive various process and operational excellence initiatives for ease of business and enhancing business quality measures for channel partner Data and Reporting Delivery of reports and analysis on various Parameters of Business & processing to derive plan of action for improvement Enabling and supporting distribution with various data sets, reports and dashboards Working closely with internal departments on reports automation agenda Creating and preparing various presentations to be shared with senior management as and when required as per the scheduled dates. Control and monitor process and ensure compliance with AxisMaxlife and IRDAI norms Ensure maintenance and updating of SOPs and 4 sheeters Document and control changes in existing processes Ensure all Service request are processed as per defined SLAs Role & responsibilities Projects and continuous improvement and driving and participating in functional and cross functional areas Conduct benchmarking internally and externally to establish best in class delivery/quality standards Rolling out new guidelines for distribution adherence Manage people Develop team members to perform effectively and efficiently Measures of Success Monthly/Regular governance / engagements with Distribution leaders / Head Publishing Monthly Issuance Dashboard/Scorecard Driving Operational efficiencies with Distribution team 92% M0 Issuance 94% M2 Issuance FTR of 85% Drive customer satisfaction through resolution of escalations and requests with TAT # of projects completed - Complete 1 Green/Black belt project for the year Talent retention, >10% attrition for G2M2abv Accurate reconciliation of business data / reports User friendly customization of analytical report. Number of Initiatives deployed to bring in process improvements Effective alignment across departments with minimal escalations Desired qualification and experience Graduate / Post Graduate in Management Must have a minimum of 10+ years of experience, 5 years in relationship management and Banca operations management Sound Knowledge of Bancassurance or Banking Operations Model & specifically operations processes Good communication & analytical skills Strong data skills and solution centric approach Customer centric approach Process documentation and systems approach Computer skills in using databases and office management software including spreadsheets/presentation skills Team management and strong relationship skills

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tatas esteemed leadership with AIAs extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives. We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a Great Place to Work and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, People - Our Core, emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion. Fuel your future with us, find your wings, and S. O. A. R. Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth. Position 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: <

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tatas esteemed leadership with AIAs extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives. We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a Great Place to Work and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, People - Our Core, emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion. Fuel your future with us, find your wings, and S. O. A. R. Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth. Position 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: <

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.

Agent Recruitment Develop various sources of agent hiring & build a team of agent & agent pipe line. Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Implementation of process and adhere to the business norms Follow agent 9 pointer hiring mechanism & other hiring norms Agent Development Ensure product knowledge by ways of training Field demonstration (FODs)

PNB Met Life insurance co,ltd Designation- RO,SRO,TM,BM CTC-2.4-10 LPA Key responsibilities Team Management:Recruit, train, and motivate a team of sales managers and executives to achieve sales and productivity targets and monitor their daily activities. Business Development & Sales:Manage bancassurance business across bank branches to cross-sell life insurance, develop strategies for sales growth and identify growth opportunities, and ensure the achievement of sales and renewal targets. Participate in marketing activities. Relationship Management:Build and maintain strong relationships with bank staff, clients, and handle customer inquiries and complaints. Compliance & Operations:Ensure compliance with regulations, company policies, and ethical standards. Oversee risk management, manage daily branch operations, maintain records, and ensure timely reporting. Financial Management:Manage the financial performance of operations, including budgeting and resource management. Monitor and analyze sales data and financial metrics.

Role & responsibilities Job description Position: Relationship Manager -Banca Channel Location : Cochin, Calicut, Pathanamthitta, Kottayam Responsibilities: Managing relationship with the branch managers and employees of the Bank. Conduct various engagement activities for Bank Employees and Customers initiated centrally or local. Involvement in work site activities (putting up stalls and making presentations in corporates). Adhere to the customer touch-point engagement in order to service them. Login proposal forms digitally/ at FGLI branch and ensure issuance. 1-2 years exp. in sales with a minimum of 6 months experience in Life insurance sales management, Retail bank distribution, Co-operative bank and Channel Management and/or DSA relationship. Knowledge of local language necessary Own conveyance preferred if Interested Candidates Please send your Resume to - o.ruby.siburaj20@futuregenerali.in or Call 9745686338

wanted banca channel candidate for CANARA HSBC

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 Insurance sales /BSFI SALES Age Limit :22- 35 Two-wheeler mandatory Perks and benefits Incentives

URGENT OPENING FOR CORPORATE SALES MANAGER _ BANCA_Pune TOTAL EXP IN INSURANCE - 6 YRS TOTAL TEAM HANDLING EXP IN INSURANCE - 2+ yrs LIFE INSURANCE EXPERIENCE MANDATORY CTC UPTO 10 LPA Can share CV directly on 7991936355

1.To sell Life insurance products through the assigned Bank branches by building long term relationship with the bank. 2.Building Relationship and Motivate branch staff to help generate leads. Providing after sales services to clients. Required Candidate profile 1. Age between 23 - 38 yrs 2. At least 1 year of Sales experience in Insurance or Banking Sector 3. Good Communication Skill 4. Should be good at creating and maintaining Relationships. Perks and benefits 1.5K Mobile +2.5 K Travel Allowance +Incentives

Urgently hiring for Sr. Bancassurance Manager position Minimum 5+ years of Life Insurance/Sales experience Age limit 25 to 38 years Interested candidates please Call/ WhatsApp - 9226670198

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

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/Bank channel/Broking channel/NBFC Channel/branch banking/any sales experience can apply Perks and benefits Incentives + allowances +Fast-track promotion

Openings for Banca sales -Banca Channel/Bancassurance for General insurance -Handling walk in customers & leads provided by the bank -Business development for all the general insurance products candidate can Apply/Refer their CV at 8767546566 Required Candidate profile Candidate with minimum 2 years of General Insurance sales experience in Banca Channel can Apply -Any general insurance products/motor insurance products sales exp. from Banca will be preferred Perks and benefits Incentives + allowances +Fast-track promotion

Openings for Banca sales -Banca Channel/Bancassurance for General insurance -Handling walk in customers & leads provided by the bank -Business development for all the general insurance products candidate can Apply/Refer their CV at 8805901485 Required Candidate profile Candidate with minimum 2 years of General Insurance sales experience in Banca Channel can Apply -Any general insurance products/motor insurance products sales exp. from Banca will be preferred 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.

Role.- Relationship Manager Bancaurance, (Banca Channel) To build the relationship customers. deals with good HNI Customers. Age-25yrs to 40yrs Qualification graduate, Thanks & Regards shruti call me 9560241392

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.prachi-naik@kotak.com Location: Pune,Mumbai 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 AU Bank.

Bancassurance handling HNI customers of Bank This is an individual role

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

#Key responsibilities: To Manage business through team. Maximize performance on sales and quality objectives for the circle. Handle team of FLS(15-20). Develop knowledge of local market dynamics to improve productivity of the FLS.

Post : Branch Sales Manager To Manage the Banca sales through assigned Bank To Resolving customer queries To Close The leads Provided By the assigned Bank To Handle the walk-in customer To Do Cross Selling of the Products Required Candidate profile • Education : Any Graduate With Good Communication • Experience : Must 1 YRS of Banking / Finance / Insurance / Life Insurance Sales • Age : 22 to 32 YRS Contact : 78619 85887 HR Janak Perks and benefits Hike + Incentives + PF + Promotions + Insurances