1095 Bancassurance Sales Jobs - Page 43

Virtual Relationship Manager NRI Contact : Ganesa Subramanian Number / Whatsapp : 8056659888 Whatsapp your cv -mention VRM NRI ., All the Best ! About OCC The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Business to achieve and exceed dial targets through effective use of communication skills. The Axis Outbound Contact Channel will work and focus on a new age technology which will provide the customer with a new and unique banking experience in terms of customer service.Outbound Contact Centre envisages to provide a differential customer experience. About the Role Virtual relationship managers are responsible for Cross Selling (assets) business of the bank by exploring business opportunities from existing customers of the Bank. Digital RM is situated in the Outbound Contact Centre and are responsible for selling Loan products and services to customers based on their needs. They are responsible for handling queries to ensure customer satisfaction. Key Responsibilities The following to be carried through remote digital media viz. phone call, email:Work within the RM Hub to cater the service needs of NRI Customers.The Digital RM to achieve the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to him/her.The Digital RMs to provide premium customer service delivery to his/her mapped NRIportfolio.The Digital RMs to work on CASA deepening and NTB lead generation.Digital RMs to also assist in providing NDIAS services.Client Outreach - Manage the NRI portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs.Revenue Targets - Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products.Technical Skills- Effectively utilizes all applications, tools, and databases used to process transparent end to- end client support. Proficient with systems related to Banking transactions and services.Controls- Strictly adheres to internal control policies. Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations.Customer Service and Sales - Up selling, cross- selling, providing regular market information and updates to the customers. Extremely efficient servicing of requests to create a superior customer experience. Act as the Single Point of Contact for customer s Banking Requirements. Qualifications Optimal qualification for success on the job is: Graduate or Post graduate from a recognized institution. 2- 5 yearsrelevant role/ BFSI sector. Role Proficiencies: For successful execution of the job, a candidate should possess the following: Good communication skills in both English and local language. Excellent lead generation and conversion skill. Ability to handle pressure and meet deadlines. Ability to successfully work as a part of a team. High sales orientation to meet the sales targets consistently. Strong willingness to work in Relationship Management; Banking operations and products including investment products Prior experience in Sales. Knowledge of Mutual Fund, Life insurance, General insurance, PMS and structure products. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department. AboutAxis Incorporated in 1994, Axis Bank is one of Indias most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool.The Bank has a young & engaged workforce of over 60,000 employees, with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way. Role & responsibilities Preferred candidate profile Perks and benefits

Good Communication - Freshers/Experienced both can apply. - Min qualification- Hsc Freshers or any Tele sales experience with Good communication skills - Salary :- 15k To 25K - Shift: 9:30AM to 6:30PM Required Candidate profile Min qualification-HSC salary - 15K TO 25k To schedule your interview Call or send your CV through WhatsApp. HR Rohan : 77982 14006

We are looking for young, high energy individuals with a passion for sales and for achieving aspirational targets. Key responsibilities: Liaise with bank’s branch staff and build effective relationships to maximize the business opportunity Provide knowledge about the insurance products and support bank’s branch staff through training to enable them to generate new business, understand customer needs and recommend suitable life insurance products to customers Provide training to the bank branch staff to equip them to sell insurance products to customers and assist them in revenue generation Provide guidance to the bank’s branch staff in servicing existing customers, solve their queries and concerns and ensure the quality of business is maintained consistently Enable business procured through bank’s branch staff is aligned to business quality metrics Exercise due diligence to prevent unauthorized/ fraudulent transactions Candidates who are willing to be mobile and work across locations will be preferred. Education and experience: Graduation or post-graduation from any stream Graduate freshers or candidates with experience of 0 - 2 years Note: Compensation and level fitment in the organisation will be offered commensurate with role, education and prior work experience of the candidate.

Job Title: Associate Regional Head Partnership Distribution Location: Mumbai Experience Required: 8 – 12 Years Qualification: Graduate (MBA preferred) Industry: BFSI / Insurance / Bancassurance Function: Sales Leadership Role Summary We are seeking an experienced and results-driven Associate Regional Head (ARH) to lead the Bancassurance sales function across a defined region. The ideal candidate will bring strong strategic acumen, leadership skills, and in-depth knowledge of the BFSI/Insurance sector. The role focuses on driving business growth , managing partner relationships, and achieving financial objectives. Key Responsibilities Strategic Leadership : Develop and implement regional business strategies aligned with overall organizational goals to accelerate sales and profitability in the Bancassurance channel. Team Management : Lead, mentor, and guide a team of high-performing sales professionals, ensuring target achievement and professional development. Market Intelligence : Monitor market trends, competitor actions, and regulatory developments to identify business opportunities and maintain competitive advantage. Stakeholder Engagement : Build and nurture strong relationships with channel partners, clients, and internal teams to drive collaboration and long-term business outcomes. Operational Oversight : Manage regional sales operations including budgeting, forecasting, and resource allocation to optimize performance. Risk & Compliance : Identify and mitigate business risks, while ensuring adherence to compliance and regulatory norms. Sales Enablement : Design and execute training and capability-building initiatives to strengthen sales competencies across the team. Performance Monitoring : Conduct regular performance reviews, provide actionable feedback, and create a culture of accountability and continuous improvement. Preferred Skills & Competencies Proven experience in Bancassurance or Partnership Distribution in the BFSI or Insurance industry. Strong leadership skills with a track record of managing regional sales teams . Strategic thinker with excellent business acumen and data-driven decision-making . Proficiency in market analysis, forecasting , and business planning. Excellent interpersonal and communication skills for stakeholder management . Ability to manage budgets , drive cost efficiencies, and deliver ROI-focused results. Adaptability to work in a fast-paced, target-driven environment. Readiness to travel frequently within the assigned region.

Job Title: Associate Regional Head Partnership Distribution Location: Mumbai Experience Required: 8 – 12 Years Qualification: Graduate (MBA preferred) Industry: BFSI / Insurance / Bancassurance Function: Sales Leadership Role Summary We are seeking an experienced and results-driven Associate Regional Head (ARH) to lead the Bancassurance sales function across a defined region. The ideal candidate will bring strong strategic acumen, leadership skills, and in-depth knowledge of the BFSI/Insurance sector. The role focuses on driving business growth , managing partner relationships, and achieving financial objectives. Key Responsibilities Strategic Leadership : Develop and implement regional business strategies aligned with overall organizational goals to accelerate sales and profitability in the Bancassurance channel. Team Management : Lead, mentor, and guide a team of high-performing sales professionals, ensuring target achievement and professional development. Market Intelligence : Monitor market trends, competitor actions, and regulatory developments to identify business opportunities and maintain competitive advantage. Stakeholder Engagement : Build and nurture strong relationships with channel partners, clients, and internal teams to drive collaboration and long-term business outcomes. Operational Oversight : Manage regional sales operations including budgeting, forecasting, and resource allocation to optimize performance. Risk & Compliance : Identify and mitigate business risks, while ensuring adherence to compliance and regulatory norms. Sales Enablement : Design and execute training and capability-building initiatives to strengthen sales competencies across the team. Performance Monitoring : Conduct regular performance reviews, provide actionable feedback, and create a culture of accountability and continuous improvement. Preferred Skills & Competencies Proven experience in Bancassurance or Partnership Distribution in the BFSI or Insurance industry. Strong leadership skills with a track record of managing regional sales teams . Strategic thinker with excellent business acumen and data-driven decision-making . Proficiency in market analysis, forecasting , and business planning. Excellent interpersonal and communication skills for stakeholder management . Ability to manage budgets , drive cost efficiencies, and deliver ROI-focused results. Adaptability to work in a fast-paced, target-driven environment. Readiness to travel frequently within the assigned region.

Job Title: Territory Head (Second Level Leadership Role) Industry: Insurance / BFSI Experience: 7 to 12 Years (Minimum 5 years in team management) Location: [Insert Location] Qualification: Graduate (Post Graduate preferred) Job Purpose: The Territory Head (TH) is a Second Level Leadership (SLL) role, responsible for delivering business goals within the assigned territory, including revenue growth, cost efficiency, and team development. The role also focuses on maintaining strategic partnerships with channel partner leadership teams and ensuring consistent, high-level business engagement. Key Responsibilities: Maintain strong, professional relationships with channel partner leaders (Branch Heads, Cluster Heads, Circle Heads, TPP teams) to minimize escalations and ensure service issue resolution within defined TATs. Drive key sales KPIs : top-line growth, market share, product mix (Term & UpSell), SLG, 13th-month persistency, and attrition control. Plan and execute monthly/quarterly travel schedules to engage with teams and support territory objectives. Lead and develop First Level Leaders (FLLs) Corporate Sales Managers (CSMs/Sr. CSMs)—ensuring their effective management of Front Line Sales (FLS) teams. Invest in developing FLL competencies, leading to stronger team productivity and channel partner engagement . Ensure 100% team manning by actively recruiting through referrals. Oversee 0–6 month FLS onboarding and engagement , ensuring timely support and successful probation completion through structured On-the-Job Training. Manage multiple priorities including Sales Management Process (SMP), Login-to-Conversion hygiene, organizational initiatives, contests, and business performance reviews. Collaborate effectively with both internal and external stakeholders to achieve business goals. Preferred Skills: Strong sales strategy, team leadership , and channel partner management . High ambition and drive to meet and exceed business objectives with quality and consistency. Strong data analysis and business MIS skills, including dashboard creation and review. Proficiency in stakeholder communication and influence , both internally and externally.

Job Title: Territory Head (Second Level Leadership Role) Industry: Insurance / BFSI Experience: 7 to 12 Years (Minimum 5 years in team management) Location: [Insert Location] Qualification: Graduate (Post Graduate preferred) Job Purpose: The Territory Head (TH) is a Second Level Leadership (SLL) role, responsible for delivering business goals within the assigned territory, including revenue growth, cost efficiency, and team development. The role also focuses on maintaining strategic partnerships with channel partner leadership teams and ensuring consistent, high-level business engagement. Key Responsibilities: Maintain strong, professional relationships with channel partner leaders (Branch Heads, Cluster Heads, Circle Heads, TPP teams) to minimize escalations and ensure service issue resolution within defined TATs. Drive key sales KPIs : top-line growth, market share, product mix (Term & UpSell), SLG, 13th-month persistency, and attrition control. Plan and execute monthly/quarterly travel schedules to engage with teams and support territory objectives. Lead and develop First Level Leaders (FLLs) Corporate Sales Managers (CSMs/Sr. CSMs)—ensuring their effective management of Front Line Sales (FLS) teams. Invest in developing FLL competencies, leading to stronger team productivity and channel partner engagement . Ensure 100% team manning by actively recruiting through referrals. Oversee 0–6 month FLS onboarding and engagement , ensuring timely support and successful probation completion through structured On-the-Job Training. Manage multiple priorities including Sales Management Process (SMP), Login-to-Conversion hygiene, organizational initiatives, contests, and business performance reviews. Collaborate effectively with both internal and external stakeholders to achieve business goals. Preferred Skills: Strong sales strategy, team leadership , and channel partner management . High ambition and drive to meet and exceed business objectives with quality and consistency. Strong data analysis and business MIS skills, including dashboard creation and review. Proficiency in stakeholder communication and influence , both internally and externally.

Job Title: Territory Head (Second Level Leadership Role) Industry: Insurance / BFSI Experience: 7 to 12 Years (Minimum 5 years in team management) Location: [Insert Location] Qualification: Graduate (Post Graduate preferred) Job Purpose: The Territory Head (TH) is a Second Level Leadership (SLL) role, responsible for delivering business goals within the assigned territory, including revenue growth, cost efficiency, and team development. The role also focuses on maintaining strategic partnerships with channel partner leadership teams and ensuring consistent, high-level business engagement. Key Responsibilities: Maintain strong, professional relationships with channel partner leaders (Branch Heads, Cluster Heads, Circle Heads, TPP teams) to minimize escalations and ensure service issue resolution within defined TATs. Drive key sales KPIs : top-line growth, market share, product mix (Term & UpSell), SLG, 13th-month persistency, and attrition control. Plan and execute monthly/quarterly travel schedules to engage with teams and support territory objectives. Lead and develop First Level Leaders (FLLs) Corporate Sales Managers (CSMs/Sr. CSMs)—ensuring their effective management of Front Line Sales (FLS) teams. Invest in developing FLL competencies, leading to stronger team productivity and channel partner engagement . Ensure 100% team manning by actively recruiting through referrals. Oversee 0–6 month FLS onboarding and engagement , ensuring timely support and successful probation completion through structured On-the-Job Training. Manage multiple priorities including Sales Management Process (SMP), Login-to-Conversion hygiene, organizational initiatives, contests, and business performance reviews. Collaborate effectively with both internal and external stakeholders to achieve business goals. Preferred Skills: Strong sales strategy, team leadership , and channel partner management . High ambition and drive to meet and exceed business objectives with quality and consistency. Strong data analysis and business MIS skills, including dashboard creation and review. Proficiency in stakeholder communication and influence , both internally and externally.

Job Responsibilities : - take follow-up on the leads given by the branch - detailed explanation of products to the customers - set up a meeting with potential / existing clients - involves field work Required Candidate profile Criteria: - Graduation is a must - Age must be in between 21-38 - Minimum 6 months of work experience - BFSI work experience preferred

Maintain professional relationships with leadership teams to minimize escalations and ensure timely service resolution.Maintain professional relationships with leadership teams to minimize escalations and ensure timely service resolution.

The role entails direct customer interaction & is responsible for business acquisition of current account. Explain & sell banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers Required Candidate profile High degree of market awareness & understanding of customer's need Collaborate with other branch departments If Interested then call or whats app Hr Sneha @ 9004866814

The role entails direct customer interaction & is responsible for business acquisition of current account. Explain & sell banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers Required Candidate profile High degree of market awareness & understanding of customer's need Collaborate with other branch departments If Interested then call or whats app Hr Sneha @ 9004866814

To derive Insurance Business from assigned Relationship/Channel partner in an area or zone, to convince the relationship so they can convince their customer to invest in insurance. To ensure all the pre and post sales support and services Required Candidate profile Age: not more than 35 Years, BANCA ,Life Insurance,Team Handling experience is a must max ctc 16lpa

Handle walkin customers of Channel partner bank Meet with customers on appointment basis Sell LI & other investments of the company Call or whatsapp 7400183801 (Priyanka)

Send CV & Call on 6352491038 (Viram ) 100% lead will be provided Educate the Customer about the product To close the leads provided by Company work on leads with walking customers

Post: Relationship Manager - Report at the branch daily - Lead based work - Individual sales role - Build relationship with colleagues - Schedule meetings with customer - Explain and sell your product - Close leads into sales (Fresher Can't Apply) Required Candidate profile * Graduation Must * Must have 1 year of experience in BFSI/ Banking / Finance / Insurance / Sales * Good Communication skills * Age : 23 to 39 * Local Candidate from the city * Area knowledge

Designation : Business Development Manager * Recruit Team of advisors * Generate business through the team * Lead the team of advisors * Motivate them to achieve targets * Provide training and guidance to them * On Role Job with Company payroll Required Candidate profile * Education : Any Graduate * Must have 2 YRS of experience Any Sale/Banking/Finance/Insurance * Good Communication skills * Graduation is mandatory * Age : 23 to 39 YEARS (Fresher Can't Apply)

Direct call:- 6352461579 Work on leads provided Handle walk-in customers Give refrences Earn effective incentives Required Candidate profile Looking for a local candidate. Must have bike Should be graduated Aged between 21-38 Should have sales experience

Responsibilities: 1.Maintain relationship banks and generate leads to open demat accounts. 2.Manage people and follow up on leads generated to open accounts. 3. Its a managerial role. No Third Party Targets No Insurance Bangalore & Mangalore Provident fund Health insurance Annual bonus Sales incentives

Minimum 1-2 years of experience in Bancassurance with an insurer, preferably in Life Insurance (LI). Product Knowledge: Strong knowledge of life insurance products and small finance bank operations.

Position Title: Sales Relationship Manager Department: Distribution Sales Reports To: National Sales Manager Temporary: Permanent: Yes Location: Kalkata, Mumbai, Chennai, Delhi, Indore/Bhopal,Nagpur, Date Needed: At earliest Essential Job Functions 1. Own the sales target of mapped branches / regions of distribution partner (NBFC / Bank) 2. Conduct regular ground level engagement & training sessions with Sales team of distribution partner 3. Keep track of and drive sales initiatives, contests, new product launches etc. 4. Create visibility, top of mind recall for, distribution partners to drive sales. 5. Act as one point contact for the branches / region, taking ownership of any process/product/service issues 6. This is a field sales role, without any work from home and frequent travel to distribution partners branches (local / domestic) is a must. Minimum Requirements Education: Graduation preferred, but not a must for outstanding candidates. Experience: 2 to 5 years of experience as a relationship officer working in Bancassurance channel of any insurance company. Skills & Knowledge: Primary skills: Effective communicator Ability to motivate distribution partner’s sales teams Ability to build relationships based on trust & respect with distribution partner’s branch and regional office managers / sales leaders. Proven track record of driving sales Secondary skills: Requested By: Tanuj Saxena Date: Preferred candidate profile Perks and benefits

1 New Account Activations 2. Lead Generation callout 3. Cross Sell and Up Sell calling 4. Connect with the leads as provided by the bank for providing them demo on the online and mobile platform. 5. Resolve basis level online trading related queries such as password reset, user blocked, fund transfer issue etc and enable customer to trade with ease 6. Connect with the prospects who have expressed interest through our various campaigns run on our ABM Website and various applications 7. Present the product and proposition to the prospects, seek meeting appointments and convert the clients.

Role & responsibilities Banca Sales Preferred candidate profile Life Ins min 1 yr exp in banca

1. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) Drive partner sales team activation & lead generator (LG) activation through regular engagement with partner branch staff Reviews & Governance Ensuring discipline & rigor of daily sales activities, DSR & LMS input. Regular review & tracking of team performance. Building team capability through regular training interventions Research & Analysis To organize sales campaign, product launches and conduct training at partner branches. Ensuring adherence to end to end business process with in the specified timelines. Adhering to regulatory requirements & monitoring quality of business. Ensuring timey resolution of queries and complaints, and controlling the instances of adverse customer experience Role & responsibilities 1. MAJOR CHALLENGES (Challenges faced on an on-going basis in carrying out the job) Ensuring adherence to end to end business process with in the specified timelines Timely delivery of business requirements Controlling the instances of adverse customer experience 2. DECISIONS (Key decisions taken by job holder at his/her end) Following decisions are taken by the role: To organize sales campaign, product launches and Conduct training at partner branches. Adhering to regulatory requirements & monitoring quality of business 3. INTERACTIONS (Key working relationships a job holder needs to have INSIDE and OUTSIDE the company to accomplish the job) Internal Clients Roles you need to interact with inside the organization to enable success in your day to day work Training Team Marketing Team Business Team IT Team Regards Amrapali Jadhav

Role & responsibilities - Banca Insurance sales - FLS Manager Preferred candidate profile Life Insurance - Banca Sales (Team Handling exposure must)