1086 Bancassurance Sales Jobs - Page 14

Key Responsibilities: Sales Support: Assist in achieving sales targets by supporting the bancassurance channel. Consistently Identify potential sales opportunities and provide necessary follow-up. 1. Relationship Building: Build and maintain strong relationships with bank staff to facilitate bancassurance operations. Act as the point of contact for bank partners and customers. 2. Customer Service: Ensure a high level of customer satisfaction by addressing queries and providing timely support. Assist in resolving any issues or concerns raised by bank staff or customers. 3. Compliance and Reporting: Ensure adherence to company policies and regulatory requirements. Prepare and submit regular reports on sales performance and other relevant metrics. You will be responsible for multiple locations. Designation : Relationship Officer Location : Chennai / Erode / Salem/ Krishnagiri / Dharmapuri Education: Any Graduate Must Age Limit: Up to 35 years Gender: Male / Female Experience: 1 to 5 years experience in Insurance and BFSI Sector Languages: Tamil & English Bike: Mandatory CTC Range: 3 LPA to 4 LPA (Plus Incentives and Allowances) For more details, call or WhatsApp: Siva: +91 98413 55044 Send your resume to: Sivakumark.mas@tminetwork.com

bharti axa life insurance - banca channel Sitting in bank u have to sales life insurance products through walking customer Graduation required ctc -3.00lpa-4.00lpa Max age -33 orange.chd.nidhi@gmail.com 7018514644

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 Canara HSBC Life Insurance 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 can apply Perks and benefits Incentives + allowances +Fast-track promotion

Job Title: Relationship Manager (Field Sales Executive) Company: Policybazaar Location- Pan India/ Jalpaiguri, Siliguri, Bardhhaman. Industry: Insurance Eligibility Criteria: Must own a Bike and have a valid Driving License Proficient in the regional language Minimum 1 year of experience in field sales Strong communication and networking skills Roles and Responsibilities: Achieve Sales Targets: Meet business goals based on Annualized Premium (ANP) and case count. Customer Acquisition: Generate new leads via natural market, referrals, and the orphan base. Client Meetings: Conduct regular meetings to understand client needs and offer suitable insurance solutions. Need-Based Selling: Ensure appropriate solutions through a structured selling model. Upselling & Cross-Selling: Maximize revenue through existing customer base. Post-Sales Service: Resolve queries and ensure timely policy issuance. Customer Engagement: Maintain regular touchpoints and strong relationships with clients Collaboration: Coordinate with supervisors to plan and execute business strategies. Sales Forecasting: Design and evaluate innovative sales strategies. Database Management: Maintain and grow your customer database in your designated territory. ISMS Compliance: Follow security protocols to safeguard customer and company data. Peaks & Benefits: Unlimited incentives Travel Allowances Medical I Insurance Attractive Salary Package Contact person - Priti Saha Send your resumes to contact number - 9220507874 or Email - pritisaha@policybazaar.com

Hello, Greetings from TATA AIG General insurance company Ltd...!!! We are Hiring Relationship Manager - Bancassurance for Surat, Vadodara, Ahmedabad, Rajkot Key Accountabilities/ Responsibilities Responsible for Achieving overall Gross Written Premium • Team Management. • Channel Relationship Visit Branches • Conduct Meetings • Regular training of Bank employees regarding TAGIC Products. • To maintain Renewal of Business Timely follow up with the clients. • Tracking religiously in first week of every month. • Driving Bank for retention first • To maintain the hygiene • Proper QC and issuance of premium collected. • Proactive in handling claims. • Responsible for getting new Business. • New LOBs, New product customized for Banking products. Perks and Benefits: Up to 3.5 Lakhs (Fixed compensation) + Travel Allowance + Incentive If interested kindly apply or share CV on 9638025515 (WhatsApp)

Urgent Hiring for Bancassurance Channel Experience:-6 months to 6 Years(In General Insurance, Health Insurance, Any Insurance, Motor Insurance sales) CTC:-2.16 to 3.75 LPA+ Incentives Contact Person:-HR Snehal:8788255050

Preferred candidate profile Minimum 6 months sales experience is mandatory (in any sector) Banking or insurance experienced candidate will be preferred.

Group Company: Designation: Relationship Manager - CSB (700001) Position description: Please Click here to view the Job Proposition Job Purpose To drive business through Channel Partners branch staff and distribution network *************************** Key Responsibilities To generate leads through activities and use enablers for lead generation To have minimum of 3 new customer meetings in a day To provide after sales service and do upselling with the existing customers To ensure 100% branch staff activation every quarter To train and skill partner staff on need based selling and product sales pitch To ensure 100% of branches with Min of 2-3 SP license holders and support them with the same to drive business target achievements Specific Authorities( Financial & Non-Financial): NA Key Performance Indicators Monthly MWPI Target Achievements (issuance) = 100% Branch Activation > 60% 13th Month Persistency > 80% NOP Target Vs Achievements Job Requirements Qualifications: Graduate/Post Graduate in Any Discipline Functional Competencies Customer Orientation Partner Management Planning Behavioral Competencies Business Acumen Collaboration Execution Excellence*************************** Key Interactions InternalSales: To connect with Leaders on the Business updates and planning Non Sales LOB: To connect with Branch Ops team to manage business logins & issuance process External Bank: To maintain excellent cordial business relationship with each branch staff to deepen the customer network of the bank branch. Primary Responsibilities: . Reporting Team Position Reports To: Business Manager - CSB (700002) Reporting Department: Catholic Syrian Bank (700046)

- Sell life insurance & investment plans over telephonic conversation - Work from reputed partner bank branch(s) - Build repo with BM,RM & Customer to increase sale - Fixed salary + Medical benefit + Incentives - Telesales - 100% work from office job

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 Canara HSBC Life Insurance 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 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 Canara HSBC Life Insurance 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 can apply Perks and benefits Incentives + allowances +Fast-track promotion

Max Life Insurance Company Limited is looking for Sales Manager - Bancassurance to join our dynamic team and embark on a rewarding career journey Achieve growth and hit sales targets by successfully managing the sales team Design and implement a strategic business plan that expands companys customer base and ensure it s strong presence Own recruiting, objectives setting, coaching and performance monitoring of sales representatives Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs Present sales, revenue and expenses reports and realistic forecasts to the management team Identify emerging markets and market shifts while being fully aware of new products and competition status

Max Life Insurance Company Limited is looking for Associate Sales Manager - Bancassurance to join our dynamic team and embark on a rewarding career journey Assist in the development and implementation of sales strategies. Build and maintain relationships with key clients and stakeholders. Monitor and analyze sales performance metrics. Identify and pursue new business opportunities. Provide training and support to sales team members. Prepare and present sales reports to senior management. Ensure compliance with company sales policies and regulations.

1. Computer literacy: Helping the sales team to improve their productivity by contacting customers to arrange appointments and ensuring all Sales Representatives have high-quality, up-to-date support material. Collaborating with other departments to ensure sales, marketing, queries, and deliveries are handled efficiently. Work with account managers to create and implement targeted sales strategies Keep up with new product sales launches and make sure the sales team is up to date Provide customer service by staying on top of pending orders and customer requests Sales Co-ordination: Able to understand and predict sales trends and sales results while helping in the understanding of these trends and finding improvement points. Able to determine the success of a previous sales drive and forecast as well as determine how future ones will fare. Sales Analytics: 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 Service Orientation Should have strong professional conversation etiquette, especially in person and over the phone when interacting with company representatives, clients and customers. Customer service: Able to use a variety of organization methods, including calendar management, to handle multiple projects at one time and completing tasks efficiently and quickly Handle sensitive financial information and dispatched emails in a timely and professional manner. Time management and organization : In addition to data entry and typing, also need to have knowledge of spreadsheet and word processing creation software

1. Computer literacy: Helping the sales team to improve their productivity by contacting customers to arrange appointments and ensuring all Sales Representatives have high-quality, up-to-date support material. Collaborating with other departments to ensure sales, marketing, queries, and deliveries are handled efficiently. Work with account managers to create and implement targeted sales strategies Keep up with new product sales launches and make sure the sales team is up to date Provide customer service by staying on top of pending orders and customer requests Sales Co-ordination: Able to understand and predict sales trends and sales results while helping in the understanding of these trends and finding improvement points. Able to determine the success of a previous sales drive and forecast as well as determine how future ones will fare. Sales Analytics: 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 Service Orientation Should have strong professional conversation etiquette, especially in person and over the phone when interacting with company representatives, clients and customers. Customer service: Able to use a variety of organization methods, including calendar management, to handle multiple projects at one time and completing tasks efficiently and quickly Handle sensitive financial information and dispatched emails in a timely and professional manner. Time management and organization : In addition to data entry and typing, also need to have knowledge of spreadsheet and word processing creation software

1. Computer literacy: Helping the sales team to improve their productivity by contacting customers to arrange appointments and ensuring all Sales Representatives have high-quality, up-to-date support material. Collaborating with other departments to ensure sales, marketing, queries, and deliveries are handled efficiently. Work with account managers to create and implement targeted sales strategies Keep up with new product sales launches and make sure the sales team is up to date Provide customer service by staying on top of pending orders and customer requests Sales Co-ordination: Able to understand and predict sales trends and sales results while helping in the understanding of these trends and finding improvement points. Able to determine the success of a previous sales drive and forecast as well as determine how future ones will fare. Sales Analytics: 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 Service Orientation Should have strong professional conversation etiquette, especially in person and over the phone when interacting with company representatives, clients and customers. Customer service: Able to use a variety of organization methods, including calendar management, to handle multiple projects at one time and completing tasks efficiently and quickly Handle sensitive financial information and dispatched emails in a timely and professional manner. Time management and organization : In addition to data entry and typing, also need to have knowledge of spreadsheet and word processing creation software

1. Computer literacy: Helping the sales team to improve their productivity by contacting customers to arrange appointments and ensuring all Sales Representatives have high-quality, up-to-date support material. Collaborating with other departments to ensure sales, marketing, queries, and deliveries are handled efficiently. Work with account managers to create and implement targeted sales strategies Keep up with new product sales launches and make sure the sales team is up to date Provide customer service by staying on top of pending orders and customer requests Sales Co-ordination: Able to understand and predict sales trends and sales results while helping in the understanding of these trends and finding improvement points. Able to determine the success of a previous sales drive and forecast as well as determine how future ones will fare. Sales Analytics: 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 Service Orientation Should have strong professional conversation etiquette, especially in person and over the phone when interacting with company representatives, clients and customers. Customer service: Able to use a variety of organization methods, including calendar management, to handle multiple projects at one time and completing tasks efficiently and quickly Handle sensitive financial information and dispatched emails in a timely and professional manner. Time management and organization : In addition to data entry and typing, also need to have knowledge of spreadsheet and word processing creation software

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.krunali-kini@kotak.com or call on 9975341093 Location: Bangalore, Hyderabad, Ahmedabad, Surat, East Delhi, South Delhi, Central Delhi, 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 Kotak Securities.

Job description 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 Tata's esteemed leadership with AIA's 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. A Position Overview Position Title Key Account Manager Department Yes Bank Branch Banking Level/ Band Executive/209 Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To Regional Manager Supervises NA C Job Dimensions Geographic Area CoveredBranches / Cluster Internal Stakeholders TrainingBranch OperationsDistribution Operations External Channel Partner D Key Result Areas Organization ProcessKey Contributions Sales Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation ¢ Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively ¢ Prospect and meet customers within and outside the Branch as when required ¢ To develop, agree & implement short term and long term plans to achieve sales targets ¢ To achieve branch RM activation targets ¢ Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. ¢ Seek commitment from the partner towards achievement of business objective Relationship Management ¢

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 sharvari-lokare@kotak.com or Whatsapp on 9892923348 Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times. 6. Take regular feedback from partners and customers on satisfaction on selling process and products. 7. Review Sales plan of the partner and support their growth. 8. The employee will be on payroll of Kotak Life. 9. Candidate will be seating in the premises of Kotak Bank.

Branch Handling, Team Handling, Banca Channel, Banca Manager, Life Insurance, Sales Life Insurance If you have any query & references please share me. Contact - 7208350250 Mail Id - rakesh.pawar02@bajajallianz.co.in Preferred candidate profile

Establishing & strengthening relationship with the Bank Branch Manager to gain leads.Prospecting customers of the Bank & conducting Quick Need Analysis 7374848545- Neelam

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 Canara HSBC Life Insurance 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 can apply Perks and benefits Incentives + allowances +Fast-track promotion

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.krunali-kini@kotak.com or call on 9975341093 Location: Bangalore, Hyderabad, Surat, East Delhi, South Delhi, Central Delhi Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times. 6. Take regular feedback from partners and customers on satisfaction on selling process and products. 7. Review Sales plan of the partner and support their growth. 8. The employee will be on payroll of Kotak Life. 9. Candidate will be seating in the premises of Kotak Securities.

Position Title: Key Account Manager Department : Banca/ Bancassurance Hiring Location :: Gurgaon, Garhi Harsaru, Hayatpur, Nawada Fatehpur, Kankrola, Samchana Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations Reports to Territory Sales Manager Qualification : Graduate Experience: 1 - 6 years in Sales (Insurance/Financial Service Background) J Key Result Areas: Sales J Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation ¢ Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively ¢ Prospect and meet customers within and outside the Branch as when required ¢ To develop, agree and implement short term and long term plans to achieve sales targets ¢ To achieve branch RM activation targets ¢ Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. ¢ Seek commitment from the partner towards achievement of business objective Relationship Management: Managing the relationship between internal team and channel partner so as to Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner ¢ Provide all possible support to the channel partner as a face of parent company ¢ Effectively execute all Marketing activities as per Partners requirement ¢ Ensuring timely issuance of policies with resolving all pending etc. ¢ Adhere to the customer touch-point engagement in order to service his portfolio of customers ¢ To maintain the desired persistency ratio ¢ Prompt post-sales service with respect to all domains ¢ Strategize and interact closely with the RM on business plan execution Ensure Compliance ¢ Ensure compliance to internal sales process & other compliance standards ¢ Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team 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 & Reporting ¢ 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