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2.0 - 4.0 years
4 - 5 Lacs
Bengaluru
Work from Office
Urgent Hiring for BAM at Hebbal Location . Candidate Must have Good Communication Skill and LI Experience Experience:2 to 4 Years( 1 Year LI exp is mandatory) CTC:Upto 5.5 LPA Contact:Snehal:8788255050
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
Kolkata, Bhagalpur, Patna
Work from Office
Openings for Banca channel -Sourcing Business from assigned Canara Bank -Handling walk in customers & leads provided by the bank -Promote the Canara HSBC Life Insurance sales candidate can Apply/share/Refer their CV at 8767546566 Required Candidate profile -Any Graduate with min 1 year of Life Insurance sales experience in Bancassurance /Banca channel/Branch Banking/Broca/NBFC Channel with life insurance sales experience can Apply Perks and benefits Incentives +TA+ allowances +Fast-track promotion
Posted 1 month ago
1.0 - 6.0 years
4 - 6 Lacs
Guwahati
Work from Office
Roles and Responsibilities Manage a team of sales professionals to achieve business targets in bancassurance channel. Develop and execute strategies to increase insurance penetration through bank partnerships. Build strong relationships with key decision-makers at partner banks to drive revenue growth. Analyze market trends, competitor activity, and customer needs to identify opportunities for cross-selling insurance products. Ensure compliance with regulatory requirements and internal policies.
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
Chennai, Coimbatore, Bengaluru
Work from Office
Candidate needs to have LIFE INSURANCE experience Candidate needs to have Sales & BFSI experience Candidate needs to have decent communication skills Interested candidates can call HR Varun- 9310054306/ Whatsapp- Resume
Posted 1 month ago
1.0 - 5.0 years
3 - 6 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Candidate must be a graduate Min 1 Year Life insurance & BFSI Sales Experience Build a Good Relationship With Bank Have to sell life insurance Must be a graduate open to travel, have bike
Posted 1 month ago
1.0 - 3.0 years
2 - 3 Lacs
South Goa, Panaji, Pandharpur
Work from Office
urgent Vacancy Opening for Banca channel /UBI bank Exp :-Min 1-2 year exp In Banking and life insurance ,field sales, Banca channel Age up to :- 36 Ctc up to :- 3.25 to 3.5Lpa + Incentive+ 6000 Par Month TA contact Person :- Hr. Prajakta 9325687615 Required Candidate profile Life insurance, Health Insurance, General Insurance, Banking sales, Any field sales, Bfsi sales, Casa Sales,Cross sales Agency sales, Banca sales, Direct sales, Any insurance sales exp candidate
Posted 1 month ago
2.0 - 6.0 years
3 - 4 Lacs
Varanasi, Kanpur, Meerut
Work from Office
We are Hiring Sales Manager for a Premium Life Insurance Company based in several locations. Candidates with minimum 2 years of experience in Life insurance can apply. Job Title : Sales Manager- Kotak Securities Educational qualification : Bachelor's Degree Experience : 2 to 6 years in Life Insurance CTC : upto 4.25 LPA Location : Meerut, Kanpur, Lucknow, Varanasi and Gorakhpur Roles and Responsibilities: The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. Set and monitor clear objectives to achieve the agreed sales targets for the partners. Help partners to generate and track leads, close sales. Help partners to upsell and cross sell to customers basis need analysis Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times Take regular feedback from partners and customers on satisfaction on selling process and products Review Sales plan of the partner and support their growth. For further assistance contact/whatsapp: 9354909520, 9354909511 or write to mamta@gist.org.in , shivam@gist.org.in
Posted 1 month ago
2.0 - 6.0 years
3 - 4 Lacs
Raxaul, Purnia, Giridih
Work from Office
Canara HSBC Life Insurance Canara Bank Only Life Insurance Com. Exp. candidate can be applicable Only Banca Insurance candidate can be applicable Only Local Candidates will be consider resume10.jobscruze@gmail.com Share resume in my mail.id.
Posted 1 month ago
2.0 - 6.0 years
3 - 4 Lacs
Daudnagar, Kanti, Munger
Work from Office
Canara HSBC Life Insurance Canara Bank Only Life Insurance Com. Exp. candidate can be applicable Only Banca Insurance candidate can be applicable Only Local Candidates will be consider resume10.jobscruze@gmail.com Share resume in my mail.id.
Posted 1 month ago
3.0 - 7.0 years
5 - 8 Lacs
Ahmedabad
Work from Office
Roles and Responsibilities Building synergy with Regional Office. Driving the sales of Credit Card. Collection Management. Visibility Management. Execution of BTL (Below the Line) activities. Document management, KYC, AML compliances. Will be responsible for managing a team of Off-Roll Sales employees Desired Candidate Profile Good oral and presentation skills. Good interpersonal and problem-solving skills. Self-motivated, goal oriented and multitasking. High energy and ability to create good relationship with Bank Staff Minimum Experience For Regional Relationship Officer Post Graduate with minimum 1 years of experience.( Retail Assets and Credit Cards) Graduate with minimum 3 years of experience. ( Retail Assets and Credit Cards) For Deputy Regional Relationship Officer Graduate with minimum 1 year of experience. (Retail and Credit Cards) Maximum Age : 45 Years as on date of receipt of Application
Posted 1 month ago
7.0 - 12.0 years
9 - 16 Lacs
Madurai, Chennai, Coimbatore
Work from Office
Leading team of Branch Banking Relationship Managers & promoting Life Insurance to existing Bank Customers Training Branch RM's & motivating teams Dealing with Bank Branch Managers & RM's Meeting HNI clients of Banks Achieving assigned sales targets Required Candidate profile Minimum Graduate from any stream with minimum 10+ year of Insurance experience with Banca & Alliances background is must. High dependency on Bank relationships in Open Architecture scenario alignment. Perks and benefits Salary mentioned is fixed and other than Salary.
Posted 1 month ago
1.0 - 3.0 years
2 - 4 Lacs
Nuzvid, Hyderabad, Kakinada
Work from Office
Urgent Opening Banca channel Designation :- Relationship Manager Exp :- Min 1-3 Year exp In life Insurance Health Insurance, General Insurance, Bfsi sales, Banking Sales Ctc ;- 4.5 lPA+Attractive Incentive Contact Person :- Hr Prajakta 9325687615 Required Candidate profile Life insurance, Health Insurance, General Insurance, Banking sales, Any field sales, Bfsi sales, Casa Sales,Cross sales Agency sales, Banca sales, Direct sales, Any insurance sales exp candidate
Posted 1 month ago
1.0 - 3.0 years
2 - 4 Lacs
Imphal, Kolkata
Work from Office
Position Title Key Account Manager Department Yes Bank Branch Banking 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 Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales • Achieve pre-set business targets on 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 MIS • Adhering to the Training Road map. • Providing timely reports to the Supervisor as per the requirement. • Adhering to the TALIC code of conduct. E 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
Posted 1 month ago
1.0 - 3.0 years
2 - 4 Lacs
Muzaffarpur, Patna, Dhanbad
Work from Office
Position Title Key Account Manager Department Yes Bank Branch Banking 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 Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales • Achieve pre-set business targets on 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 MIS • Adhering to the Training Road map. • Providing timely reports to the Supervisor as per the requirement. • Adhering to the TALIC code of conduct. E 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
Posted 1 month ago
1.0 - 3.0 years
2 - 4 Lacs
Agartala, Raipur, Sibsagar
Work from Office
Position Title Key Account Manager Department Yes Bank Branch Banking 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 Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales • Achieve pre-set business targets on 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 MIS • Adhering to the Training Road map. • Providing timely reports to the Supervisor as per the requirement. • Adhering to the TALIC code of conduct. E 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
Posted 1 month ago
3.0 - 7.0 years
5 - 8 Lacs
Dhamtari
Work from Office
Roles and Responsibilities Building synergy with Regional Office. Driving the sales of Credit Card. Collection Management. Visibility Management. Execution of BTL (Below the Line) activities. Document management, KYC, AML compliances. Will be responsible for managing a team of Off-Roll Sales employees Desired Candidate Profile Good oral and presentation skills. Good interpersonal and problem-solving skills. Self-motivated, goal oriented and multitasking. High energy and ability to create good relationship with Bank Staff Minimum Experience For Regional Relationship Officer Post Graduate with minimum 1 years of experience.( Retail Assets and Credit Cards) Graduate with minimum 3 years of experience. ( Retail Assets and Credit Cards) For Deputy Regional Relationship Officer Graduate with minimum 1 year of experience. (Retail and Credit Cards) Maximum Age : 45 Years as on date of receipt of Application
Posted 1 month ago
5.0 - 10.0 years
14 - 22 Lacs
Pune
Work from Office
Level Sr Manager/AVP (Diversity role- F) Location Avia Life Insurance, F.C Road Pune branch office Job Profile Account Management / Relationship Experience 5 + Years Relevant Experience is plus Education Management Graduate / Post Grad. Pref. candidate:- Growth Manager from a well known corporate or from Aviation Industry any Job Description Account Management / Relationship building in all 4 banks. Team handling & driving Sales-Business through them. Organize monthly meetings with bank on key topics. Ensuring completion of all transactional requirements of the banks. Handling RnR requirements. Data/ MIS / Payouts / Commission management. Execution of Product launch across country with the help of Bank HO. Ensuring business growth & higher market share through engagement. Planning & strategizing to drive Persistency with the help of Bank HO. Qualifications: Bachelors degree in a relevant field. Excellent communication and interpersonal skills. Ability to work under pressure and adapt to changing priorities. Skills: Strong organizational and multitasking abilities. Problem-solving and critical thinking skills. Ability to motivate and inspire team members. Conflict resolution and negotiation skills. Work Environment: This position may involve working in an office setting or remotely, depending on company policies. Flexibility in hours may be required to meet team needs. About Company: - Aviva plc is a British multinational insurance company headquartered in London, England. It has about 18 million customers across its core markets of the United Kingdom, Ireland and Canada. And Aviva India, a subsidiary of the global Aviva group, is a dynamic and growing player in the Indian insurance market. We offer diverse insurance and financial solutions, emphasize innovation, and prioritize sustainability. What working at Aviva offers We offer a competitive compensation package where youll be rewarded based on your performance and recognized for the value you bring to our business. We also offer you: Support, coaching and feedback from some of the most engaging colleagues around Opportunities to develop new skills and progress your career The freedom and flexibility to handle your role in a way thats right for you Why Aviva Dynamic and collaborative team in a supportive and innovative work environment. Opportunities for professional growth and development. Competitive compensation and benefits package. Be a part of shaping the future of insurance in India. Wikipedia link: - https://en.wikipedia.org/wiki/Aviva Aviva Fortune 500 Company:- https://fortune.com/company/aviva/global500/ Website: - https://www.avivaindia.com/ HR Spoc LinkedIn: - https://www.linkedin.com/in/aryan-raj-76247175/ Head office: - Aviva India (HO) 401A, 4th Floor, Dlf Cyber Park, Phase II, Block A, Sector 20, Gurugram, Haryana 122002
Posted 1 month ago
3.0 - 7.0 years
5 - 8 Lacs
Jamshedpur
Work from Office
Roles and Responsibilities Building synergy with Regional Office. Driving the sales of Credit Card. Collection Management. Visibility Management. Execution of BTL (Below the Line) activities. Document management, KYC, AML compliances. Will be responsible for managing a team of Off-Roll Sales employees Desired Candidate Profile Good oral and presentation skills. Good interpersonal and problem-solving skills. Self-motivated, goal oriented and multitasking. High energy and ability to create good relationship with Bank Staff Minimum Experience For Regional Relationship Officer Post Graduate with minimum 1 years of experience.( Retail Assets and Credit Cards) Graduate with minimum 3 years of experience. ( Retail Assets and Credit Cards) For Deputy Regional Relationship Officer Graduate with minimum 1 year of experience. (Retail and Credit Cards) Maximum Age : 45 Years as on date of receipt of Application
Posted 1 month ago
1.0 - 3.0 years
2 - 4 Lacs
Dibrugarh, Tezpur, Itanagar
Work from Office
Position Title Key Account Manager Department Yes Bank Branch Banking 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 Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales • Achieve pre-set business targets on 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 MIS • Adhering to the Training Road map. • Providing timely reports to the Supervisor as per the requirement. • Adhering to the TALIC code of conduct. E 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
Posted 1 month ago
1.0 - 6.0 years
2 - 3 Lacs
Fatehabad, Aligarh, Baghpat
Work from Office
Openings For Credit Life Insurance/Banca Channel -Bank Relationship Manager -Need to sell Credit Life Insurance to the assigned bank customer Required Candidate profile -Candidate with 1 year of Credit Life Insurance/Life Insurance sales experience in Bancassurance / Banca can Apply candidate can share their CV at cv.bfsihrsolution@gmail.com /WhatsApp on 8767546566 Perks and benefits Incentives +TA+ allowances +Fast-track promotion
Posted 1 month ago
1.0 - 6.0 years
3 - 4 Lacs
Fatehabad, Aligarh, Baghpat
Work from Office
Openings For Banca Channel/Credit Life Insurance -Selling life insurance products through assigned Bank branches -Keeping good relationship with branch managers and branch staffs to ensure their support in sourcing and finding eligible customers Required Candidate profile -Candidate with 1 year of Life Insurance/Credit Life Insurance sales experience in Bancassurance/Banca can Apply -Candidate with Credit Life insurance sales/Life Insurance sales is preferable Perks and benefits Incentives +TA+ allowances +Fast-track promotion
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
Noida, Siana, Saharanpur
Work from Office
Openings For Banca Channel -Bank Relationship Manager -Need to sell Life Insurance to the assigned bank branch customer Required Candidate profile -Candidate with minimum 1 year of Life Insurance sales exp in Bancassurance / Banca channel can Apply -Age up to 35 candidate can share their CV at cv.bfsihrsolution@gmail.com /WhatsApp on 8767546566 Perks and benefits Incentives +TA+ allowances +Fast-track promotion
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
Noida, Siana, Saharanpur
Work from Office
Openings For Banca Channel -Relationship Manager -Need to sell Life Insurance to the assigned bank branch customer Required Candidate profile -Candidate with minimum 1 year of Life Insurance sales exp in Bancassurance / Banca channel can Apply -Age up to 35 Interested candidate can apply /share/Refer their CV at WhatsApp on 8767546566 Perks and benefits Incentives +TA+ allowances +Fast-track promotion
Posted 1 month ago
1.0 - 3.0 years
2 - 4 Lacs
Jamshedpur
Work from Office
Position Title Key Account Manager Department Yes Bank Branch Banking 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 Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales • Achieve pre-set business targets on 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 MIS • Adhering to the Training Road map. • Providing timely reports to the Supervisor as per the requirement. • Adhering to the TALIC code of conduct. E 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
Posted 1 month ago
1.0 - 3.0 years
2 - 4 Lacs
Patna, Ranchi, Gaya
Work from Office
Position Title Key Account Manager Department Yes Bank Branch Banking 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 Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales • Achieve pre-set business targets on 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 MIS • Adhering to the Training Road map. • Providing timely reports to the Supervisor as per the requirement. • Adhering to the TALIC code of conduct. E 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
Posted 1 month ago
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