1092 Bancassurance Sales Jobs - Page 26

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

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

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

Job description Job Summary: We are looking for a motivated and results-driven Assistant Manager / Business Development Manager to drive life insurance sales through direct client engagement and field visits. The ideal candidate should have a strong sales background, experience in lead generation, and the ability to convert prospects into customers. This is a performance-oriented role that offers attractive incentives, allowances, and excellent career growth opportunities. Key Responsibilities: Generate leads through field visits, cold calling, reference networks, and market activities Conduct customer meetings to understand financial needs and recommend suitable life insurance products Explain policy details, benefits, and premium options to clients and resolve their queries Achieve monthly and quarterly sales targets and contribute to overall business growth Maintain strong client relationships and ensure high levels of customer satisfaction Coordinate with branch teams, operations, and underwriters to ensure smooth policy processing Participate in marketing campaigns, roadshows, and customer engagement initiatives Maintain timely records of all sales activities, leads, and customer interactions in CRM or reporting formats Stay updated on market trends, competitor offerings, and regulatory guidelines Required Skills & Competencies: Proven field sales experience (minimum 2 years) in life insurance, financial products, or similar sectors Strong communication, negotiation, and interpersonal skills Self-motivated with the ability to work independently and meet targets Good understanding of life insurance products, customer needs, and regulatory compliance Willingness to travel extensively for field visits and customer meetings Basic computer literacy and familiarity with reporting tools or CRM systems Qualifications: Bachelors degree in any discipline (Graduation is mandatory) IRDAI certification preferred (can be obtained post-joining if not available) Candidates with prior experience in insurance sales, agency, or banca channels will be preferred Locations- Pune, Delhi, Mumbai, Chennai, Bangalore, Hyderabad, India What We Offer: Lucrative performance-based incentives and monthly/quarterly rewards Travel and communication allowances Professional development and career growth opportunities Supportive team culture and sales enablement tools

Bulk Hiring For HSC Pass -BPO voiec process - HSC to any graduate - Salary:-15k To 30k CTC (Depends on last drawn ) - location :- Navi mumbai and Mumbai - Totally office work - Fresher apply now - Lang : Marathi-Hindi /English (Linguistic) Required Candidate profile Qualifications:- Min HSC salary :- 15,000 to 30,000 CTC To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Rohan:- 8177871758 Perks and benefits Good salary with unlimited Incentives

Roles and Responsibilities Develop and execute sales strategies to meet targets through direct channel sales or bancassurance sales, team handling. Build strong relationships with clients to identify their needs and provide tailored solutions for life insurance products. Collaborate with cross-functional teams to drive business growth and improve customer satisfaction. Analyze market trends and competitor activity to stay ahead in the industry. Ensure compliance with regulatory requirements and company policies.

Roles and Responsibilities Develop and execute sales strategies to achieve targets in the assigned territory. Build strong relationships with clients, agents, and partners to drive business growth. Identify new opportunities through prospecting, networking, and market research. Collaborate with cross-functional teams to resolve customer issues and improve overall service delivery. Analyze sales data to optimize performance and identify areas for improvement.

We are hiring for Banca Insurance Manager for one of Leading Life Insurance company . Candidate Must be Graduate and prefered from BFSI / Insurance Industry. Prefered Having Experience in Insurance sales in Banca/ Agency/Direct channel.

Title: Relationship Manager (Field Sales Executive) Company: Policybazaar Location- Pan India/ Patna, Bihar. 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 Looking for Immediate Joiner. 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 Looking for Immediate Joiner.

URGENT OPENING FOR TEAM HANDLING PROFILE LOCATION - COOCH BIHAR_WEST BENGAL MINIMUM 7- 12 YRS sales EXP MIN 5 YRS TEAM HANDLING EXP Strong sales planning, Competitive Team management & Channel partner management with understanding of MIS

Selling life insurance against loan. Managing Financial service business on daily basis by visiting points of sales in set existing relationships within a defined territory by meeting branch managers, loan officers, and regional managers. Required Candidate profile minimum 1 y experience in Life insurance any channel Or Loan Sales from any BFSI / NBFC Company( HL,Business, MSME,LAP) Age max 32

Role & responsibilities Preferred candidate profile 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 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 mmaintain 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

Max Life Insurance Company Limited is looking for Associate 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

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.

Drive sales through leads from 3–4 assigned banks Promote incentive programs to bank staff Ensure timely medicals and policy issuance Explore new markets as per sales strategy Build customer base for cross/up-selling

Roles and Responsibilities Lead a team of Bancassurance professionals to achieve sales targets and expand the health insurance business through bank partnerships. Develop and execute strategies to increase bancassurance penetration, cross-sell life insurance products, and enhance customer engagement. Analyze market trends, competitor activity, and customer needs to inform business decisions. Ensure compliance with regulatory requirements and maintain high levels of service quality.

Pnb met life insurance - banca channel Sitting in bank u have to sales life insurance products through walking customer Graduation required Max age -36 orange.chd.nidhi@gmail.com 7018514644

Pnb met life insurance - banca channel Sitting in bank u have to sales life insurance products through walking customer Graduation required ctc -3.50lpa-5.50lpa Max age -36 orange.chd.nidhi@gmail.com 7018514644

Roles and Responsibilities Manage virtual relationships with clients through phone calls, emails, and other digital channels. Identify new business opportunities and convert them into sales leads by upselling and cross-selling life insurance products. Develop strong communication skills to effectively handle customer queries and concerns. Desired Candidate Profile 1-3 years of experience in BFSI sales, telesales, telecalling, bancassurance sales, banca sales, or insurance sales. Strong understanding of life insurance products and services offered by various companies. Excellent communication skills with ability to build rapport with customers over phone calls.

Explaining the product for customers of home loan secure which the customers has taken a home loans. pitching about the product and continiously follow up for the customers once the home loan sanctioned.

Hi Aspirants, We are hiring for Bancassurance channel- IDFC Bank Please refer below details for same: CTC: 2.5 LPA- 5 LPA Job Role : The Candidate will be assigned or tagged under 2 to 3 Branches of Bank. The candidate should work along with the Branch Manager and Team members of Bank and promote the Aditya Birla Sunlife Insurance product for the Customers of Bank.. The candidate prime responsibility should build good relationship with the Branch Managers and Team members of the Assigned Branches and generate maximum lead from the branches assigned and take it to closure and generate maximum revenue for BSLI. Need to visit all the assigned branches under him on daily basis. Must Criteria : Should be having min 1 year of Life Insurance experience/ cross selling experience of Insurance sales /Banking/Financial Services sales experience Age : 20- 36 Location: Gurugram Share Resume to Niharika Taneja - niharika.taneja1@adityabirlacapital.com Regards, HR Team

Role & responsibilities Dual responsibility of Joint Field Work as well as team management. Interact with Banks cluster head & bank employees and manage them on daily basis Branches directly mapped to him/her. Manage RMs mapped to him to help them achieve sales targets Ensuring that the persistency & productivity is maintained, ensures quality of recruits hired in the team, maintains & drives compliance at the zone. Preferred candidate profile Should have at least 8 to 10 years experience of banca sales with at least 2 years experience in leading teams. The incumbent also preferably needs to have knowledge of retail sales in the insurance parlance. Willing to travel. Contact If you are eligible send your updated resume on shashank.dhomne@tataaia.com, please mention applied post in subject line.

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

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

We are hiring for Banca Insurance Manager for one of Leading Life Insurance company . Candidate Must be Graduate and prefered from BFSI / Insurance Industry. Prefered Having Experience in Insurance sales in Banca/ Agency/Direct channel.