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1.0 - 5.0 years
2 - 5 Lacs
kottarakkara
Work from Office
Hi Job aspirant, Greetings form Ageas Federal Life Insurance Job title: - Relationship Manager - Credit Life Location: -Kottarakkara Job Description: -: Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies. Channel Partner: - - Federal Bank. Salary: Open for perfect candidate. Key Responsibilities: - Generate leads from banking clients who have availed loans.. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's prod...
Posted 3 days ago
1.0 - 5.0 years
3 - 5 Lacs
thiruvananthapuram
Work from Office
Hi Job aspirant, Greetings form Ageas Federal Life Insurance Job title: - Relationship Manager - Bancassurance. Location: - Thiruvananthapuram Job Description: -: Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies. Channel Partner: - - Federal Bank. Salary: Open for perfect candidate. Key Responsibilities: - Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to ...
Posted 5 days ago
1.0 - 5.0 years
3 - 5 Lacs
thiruvananthapuram
Work from Office
Hi Job aspirant, Greetings form Ageas Federal Life Insurance Job title: - Relationship Manager - Bancassurance. Location: - Trivandrum,Parassala,Vizhinjam,Neyyatinkara,Kattakkada Job Description: -: Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies. Channel Partner: - - Federal Bank. Salary: Open for perfect candidate. Key Responsibilities: - Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs a...
Posted 5 days ago
1.0 - 5.0 years
3 - 5 Lacs
kollam, alleppey
Work from Office
Job title: - Relationship Manager - Bancassurance. Location: Kollam,Alappuzha Job Description: -: Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies. Channel Partner: - - Federal Bank. Salary: Open for perfect candidate. Key Responsibilities: - Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer ...
Posted 5 days ago
1.0 - 5.0 years
3 - 4 Lacs
alleppey
Work from Office
Job title: - Relationship Manager - Bancassurance. Location: Muttar,Kuttanad,Champakulam,Puthanangadi Job Description: -: Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies. Channel Partner: - - Federal Bank. Salary: Open for perfect candidate. Key Responsibilities: - Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's produ...
Posted 1 week ago
5.0 - 8.0 years
7 - 8 Lacs
ahmedabad
Work from Office
Below is a list of the key responsibilities of the Cluster Sales Manager - PSU Banks. This list is not exhaustive and may be adapted by the company from time to time as and when required. Sales Achieve Net AUM in high margin products as per the targets Achieve the SIP monthly trigger as per the targets Achievement of Sales targets inclusive of High margin and Low margin products allocated for your market 2. Distribution Establish, develop, and maintain business by selling all products of the AMC through distributor Broad base the distribution network Conduct regular visits to all the distribution branches Conduct regular trainings for the distributor staff Plan and carry out effective distri...
Posted 2 weeks ago
1.0 - 5.0 years
3 - 4 Lacs
kollam, kottarakkara
Work from Office
Job title: - Relationship Manager - Bancassurance. Location: -Kollam,Kottarakkara Job Description: -: Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies. Channel Partner: - - Federal Bank. Salary: Open for perfect candidate. Key Responsibilities: - Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain custo...
Posted 2 weeks ago
1.0 - 5.0 years
3 - 4 Lacs
kollam
Work from Office
Job title: - Relationship Manager - Bancassurance. Location: -Kollam Job Description: -: Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies. Channel Partner: - - Federal Bank. Salary: Open for perfect candidate. Key Responsibilities: - Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement...
Posted 3 weeks ago
3.0 - 7.0 years
5 - 8 Lacs
ludhiana
Work from Office
Roles & Responsibilities Establishes productive, professional relationships with key personnel in assigned partner accounts. Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite; Develop, implement strategy to achieve planned growth objectives for their channel Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry. Assume full accountability for all aspects of sales in the respective channel Help in communicating a strong and vibrant brand Ensuring increase in Market share in their respective channel business. Li...
Posted 3 weeks ago
1.0 - 5.0 years
3 - 4 Lacs
kollam
Work from Office
Job title: - Relationship Manager - Bancassurance. Location: -Kollam Interview date : 09th Oct 2025(Thursday) Time : 11:30 am Venue :Federal Bank,Regional Office,Kadappakada,Kollam Meeting Person:Suresh Kumar Job Description: -: Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies. Channel Partner: - - Federal Bank. Salary: Open for perfect candidate. Key Responsibilities: - Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the customers financial needs in life-related in...
Posted 3 weeks ago
3.0 - 7.0 years
5 - 8 Lacs
ludhiana
Work from Office
Role and Responsibilities Develop, implement strategy to achieve planned growth objectives for the IFA channel Acquisition of New IFAs the system for B2B sales which needs to be continuous and ongoing process Activate IFAs thought regular knowledge sessions to empower them to build sizable AUM Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite; Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry. Assume full accountability for all aspects of sales in their respective channel Help in communicating a strong and...
Posted 3 weeks ago
0.0 years
0 Lacs
jaipur, rajasthan, india
On-site
Work Level : Individual Core : Communication Skills, Result Driven, Networking Leadership : Influencing, Building Work Relationships Industry Type : Asset ManagementFinancial Services Function : Enterprise & B2B Sales - Other Key Skills : Mutual Fund,Mutual Fund Advisor,Mutualfund sales,Nd Channel,Distributor Sales,National Distributer,Distributor Handling,Ifa Sales,Banca Channel,MF Sales,Banking Channel Education : Graduate Note: This is a requirement for one of the Workassist Hiring Partner. Primary Responsibility: Plan and deliver growth in sales through various initiatives designed for building long relationships with distributors Maintain meeting reports and diligently follow the sales ...
Posted 3 weeks ago
1.0 - 5.0 years
3 - 4 Lacs
kollam
Work from Office
Job title: - Relationship Manager - Bancassurance. Location: - Anchal,Kottarakkara,Oyoor Job Description: -: Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies. Channel Partner: - - Federal Bank. Salary: Open for perfect candidate. Key Responsibilities: - Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gai...
Posted 4 weeks ago
1.0 - 5.0 years
3 - 4 Lacs
kollam, alleppey, kottarakkara
Work from Office
Job title: - Relationship Manager - Bancassurance. Location: - Thiruvananthapuram, Kollam, Kottarakkara, Mavelikkara & Alappuzha, Attingal Job Description: -: Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies. Channel Partner: - - Federal Bank. Salary: Open for perfect candidate. Key Responsibilities: - Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet...
Posted 1 month ago
3.0 - 8.0 years
5 - 9 Lacs
mumbai suburban, thane, mumbai (all areas)
Work from Office
Greetings from Avani consulting we are hiring For the leading AMC Role & responsibilities Key Accountabilities 1. Responsible for Sales for set of IFA mapped to him. 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3. Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Broachers), mailers, group meetings with distributor RM/clients of distributors 4. Should be completely updated on the various products and markets situation and scenari...
Posted 1 month ago
3.0 - 8.0 years
2 - 7 Lacs
pune, bengaluru, mumbai (all areas)
Work from Office
Greetings from Avani consulting we are hiring For the leading AMC Role & responsibilities Key Accountabilities 1. Responsible for Sales for set of IFA mapped to him. 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3. Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Broachers), mailers, group meetings with distributor RM/clients of distributors 4. Should be completely updated on the various products and markets situation and scenari...
Posted 1 month ago
1.0 - 5.0 years
3 - 4 Lacs
kollam, kottarakkara, mavelikkara
Work from Office
Job title: - Relationship Manager - Bancassurance. Location: - Thiruvananthapuram, Kollam, Kottarakkara, Mavelikkara & Alappuzha, Attingal Job Description: -: Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies. Channel Partner: - - Federal Bank. Salary: Open for perfect candidate. Key Responsibilities: - Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet...
Posted 1 month ago
4.0 - 9.0 years
5 - 13 Lacs
chandigarh, ghaziabad, delhi / ncr
Work from Office
Increase AUM, Net Sales, and Market Share at the Branch Channel management across IFA’s, national distributors, and Banks Team Management and development of sub - ordinates
Posted 1 month ago
2.0 - 7.0 years
3 - 6 Lacs
south goa, panaji, patna
Work from Office
-Acquire new customers for products -Manage distribution franchise i.e individual agents, corporate distributors, brokers -Achieve productivity targets for numbers & Value -New broker empanelment -Monthly sales activity plan -New distributor tie-ups Required Candidate profile -B.Com/Any Graduate -Min 2 yrs relevant exp -Preferably RM's specializing in distribution/channel mngt in AMC/MF/Financial Services -Good customer relations & contacts -Market intelligence
Posted 1 month ago
8.0 - 13.0 years
15 - 19 Lacs
pune
Work from Office
Roles and Responsibilities Analyze market trends, competitor activity, and customer needs to inform sales strategy. Manage AMC (Asset Management Company) channel sales for banking clients. Develop and execute strategies to increase mutual fund penetration among bank customers. Collaborate with cross-functional teams to identify new business opportunities and drive revenue growth. Provide training and support to bank employees on mutual funds products and services.
Posted 2 months ago
1.0 - 6.0 years
2 - 4 Lacs
mancherial
Work from Office
Coordination with SBI Branches in the Region / Location to mobilise sales. Support SBI Channel sales. Roles and Responsibilities Coordination with SBI Branches in the Region / Location. Assume full accountability for all aspects of sales in the Branch Coordination with SBI Branches in the Circle / RBO / Location. Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. Prospecting of customers through New client acquisition, network, data base, References and open market. Liaising with his State Bank Branches/ investors / depending for selling / targeting speci...
Posted 2 months ago
5.0 - 10.0 years
5 - 10 Lacs
ludhiana, jaipur
Work from Office
Role & responsibilities Responsible to drive the entire Business Development for Retail Channel - Wealth Counters / Private Banking Channel / IFA/ National Distributors for the Region. • To build, develop & enhance relationships the Retail Channel • Setting up and managing the network of All Channels in the Region, • Develop, implement strategy to achieve planned growth objectives for their channel. • Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite • Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry. • A...
Posted 2 months ago
1.0 - 5.0 years
3 - 4 Lacs
Kollam, Mavelikkara, Thiruvananthapuram
Work from Office
Job title: - Relationship Manager - Bancassurance. Location: - Thiruvananthapuram, Kollam, Kottarakkara, Mavelikkara & Alappuzha, Attingal Job Description: -: Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies. Channel Partner: - - Federal Bank. Salary: Open for perfect candidate. Key Responsibilities: - Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet...
Posted 3 months ago
2.0 - 7.0 years
1 - 5 Lacs
Solapur
Work from Office
Coordination with SBI Branches in the Region / Location to mobilise sales. Support SBI Channel sales. Roles and Responsibilities Coordination with SBI Branches in the Region / Location. Assume full accountability for all aspects of sales in the Branch Coordination with SBI Branches in the Circle / RBO / Location. Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. Prospecting of customers through New client acquisition, network, data base, References and open market. Liaising with his State Bank Branches/ investors / depending for selling / targeting speci...
Posted 3 months ago
3.0 - 8.0 years
8 - 12 Lacs
Chennai, Bengaluru
Work from Office
Role & responsibilities Develop and deepen relationships with Burgundy RMs mapped to him/her. Ensure daily interaction with the Burgundy RM base to facilitate top on the mind recall for Broking business. Ensure growth in client referrals, account opening, on-boarding, margin collection, brokerage generation and NDPMS conversions from the RM base assigned. Single point of contact for all sales and service related queries for the assigned Burgundy RM base. Open market acquisition of HNI Broking, NDPMS and TPD clients. Interested candidates please share your resume @ 9790306948
Posted 3 months ago
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