14 Bank Channel Jobs

Drive Insurance sales through bank branch leads Maintain strong relations with bank staff & customers Do product demos, joint calls, and smooth onboarding Achieve monthly & quarterly sales targets Support branch team with training and lead follow-up Required Candidate profile Min 6+ months experience in Insurance Sales Good communication & lead-handling skills Basic Insurance product knowledge Strong relationship management & negotiation Kevisha - 88490 20556

Role & responsibilities Maintain Relationship of Clients : Will be responsible for the overall target (3in1 accounts ). Subscription plans, Client Activation and cross sell of products like MF SIP & Managed Accounts Channel Management focus: Will be working very closely with the Bank team to mapped to Mumbai Circle Drive productivity Ready to travel across the mapped Circle locations Sales driving skills and team management: Will be driving own team of Cluster Attrition & Branch activation Initiatives and influence: Will be responsible for devising and convincing Bank Circle Functionaries for regular R&R drives to give a fillip to sales numbers Preferred candidate profile Looking for canidat...

Roles and Responsibilities Collaborate with bank teams to identify cross-selling opportunities for life insurance products. Analyze market trends and competitor activity to stay ahead in the market. Develop and execute strategies to increase bancassurance business through partnerships with banks. Ensure compliance with regulatory requirements and internal policies.

Role & responsibilities: Working with various bank channels or wealth counters to achieve continuous and sustained growth in mutual fund domain Achieve sales targets through active distributor engagement. Strengthen relationships with channel partners and provide ongoing support. Deliver product training, marketing assistance, and conduct joint investor meetings. Organize distributor events and investor education programs. Provide market and competitor insights to internal teams. Qualifications & Skills: Minimum 4 years of experience in mutual fund or financial services sales. Strong knowledge of investment products, especially mutual funds. Excellent communication, relationship-building, an...

Role & responsibilities Maintain Relationship of Clients : Will be responsible for the overall target (3in1 accounts ). Subscription plans, Client Activation and cross sell of products like MF SIP & Managed Accounts Channel Management focus: Will be working very closely with the Bank team to mapped to Mumbai Circle Drive productivity Ready to travel across the mapped Circle locations Sales driving skills and team management: Will be driving own team of Cluster Attrition & Branch activation Initiatives and influence: Will be responsible for devising and convincing Bank Circle Functionaries for regular R&R drives to give a fillip to sales numbers Preferred candidate profile

Designation : Relationship Manager - Banking Channel - B2B Location: Bhagalpur Salary - 4 Lacs to 5.50 Lacs Experience Required : 2-10 Years of Experience in AMC, Mutual fund Company Must Have : NISM 5 A Certificate Managing Banks in assigned region

As a Relationship Manager you will be responsible for Acquisition and establishing a strong relationship with clients, ensuring their investment needs are met, and delivering outstanding customer service. you have to focus on Revenue generation too. Required Candidate profile Experience of New client acquisition with any Stock Broking Company and revenue generation . cross selling of PMS , AIF , Mutual funds ,Unlisted Shares, LI, GI and other financial products is Reqd.

sell business through bank branch Graduate mandatory hdfc bank handle If interested , send cv 8766064952 , Email -orange.pune07@gmail.com

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Alternate Dealer CTC- upto-5 LPA + incentive + Other benefit Job Description: 1.To ensure active management of clients & achieve the target active AUM 2.To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 3. To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio. 4. To achieve healthy revenues without compromising on client profitability. 5. To have clear focus on client mining. 6. To conduct regular Client Meetings & update the same in the meeting tracker. 7. To attain max...

Responsibilities: Manage insurance sales through bank channels. Collaborate with banking partners on banca products. Develop bancassurance strategies for clients.

We are looking for Relationship Manager for Banca Channel Equitas Bank in Edelweiss Life Insurance. Candidate must be Graduate. having experience in BFSI industries. Kindly share CV on - rudhvee.pandit@edelwiesslife.in Contact - Rudhvee Pandit - 9022127096

Role & responsibilities Target Achievement : Will be responsible for the overall target (3in1 accounts ) Subscription plans, Client Activation and cross sell of products like MF SIP & Managed Accounts) Channel Management focus: Will be working very closely with the Bank team to Circle Manager - Vadodara Drive productivity Ready to travel across the mapped Circle locations Sales driving skills and team management: Will be driving own team of Cluster Managers on parameters of Acquisition, Activation and others Attrition & Branch activation Initiatives and influence: Will be responsible for devising and convincing Bank Circle Functionaries for regular R&R drives to give a fillip to sales number...

Designation : Relationship Manager - Banking Channel - B2B Location: Deoghar Salary - 4 Lacs to 5.50 Lacs Experience Required : 2-10 Years of Experience in AMC, Mutual fund Company Must Have : NISM 5 A Certificate Managing Banks in assigned region

We are looking for a dynamic and result-oriented Bancassurance Sales Manager Team Lead to join our growing team in the Life Insurance sector. Key Responsibilities: Manage and lead a team of sales professionals focused on bancassurance channel. Drive life insurance sales through bank branches. Build and maintain strong relationships with bank branch staff to generate leads and achieve targets. Train, guide, and motivate the team to achieve business objectives. Monitor performance, provide regular feedback, and ensure team productivity. Coordinate with internal and external stakeholders to ensure smooth operations. Desired Candidate Profile: Minimum 5 years of experience in Life Insurance Sale...