4949 Banking Jobs - Page 45

Relationship Manager Roles and Responsibilities. 1 Need to generate leads via social media, tele calling and field work. 2 Daily basis to do tele calling and status updates in CRM. 3 Daily basis need to clear follow ups should not be in escalated leads. 4 If one client ready to open account need fix with him appointment. 5 RO should verify all the kyc documents before deciding EKYC or KYC. 6 Once client opened with us need to give basic demo RO should share client ID , Back office client process pay in and pay out methods. 7 Client feedback update by weekly Saturday need to update in CRM. 8 RO should keep good relationship with clients and should his/her clients with good and soft manner. Job Type: Full-time Pay: ₹18,000.00 - ₹30,000.00 per month Benefits: Cell phone reimbursement Health insurance Paid sick time Provident Fund Schedule: Day shift Supplemental Pay: Performance bonus Ability to commute/relocate: Coimbatore, Tamil Nadu: Reliably commute or planning to relocate before starting work (Required) Experience: total work: 1 year (Required)

Looking for candidate who can go outside for due diligence and audit work. Job Types: Full-time, Fresher, Walk-In Pay: From ₹9,000.00 per month Schedule: Morning shift Supplemental Pay: Yearly bonus Experience: total work: 1 year (Preferred)

Job Title - Insurance Executive Location - Kurla West Job Description: We are seeking a dynamic and experienced Insurance Executive to join our team. In this role, you will oversee insurance operations, drive sales strategies, and manage client relationships to ensure a high level of service and satisfaction. Key Responsibilities: Conduct client consultations to assess insurance needs and recommend appropriate products. Explain insurance policies, coverage options, and terms clearly to clients. Prepare and present quotes, ensuring all client questions are addressed. Maintain and manage a portfolio of clients, building long-term relationships for ongoing support. Achieve and exceed sales targets and performance metrics. Stay updated on industry trends, products, and regulatory changes. Assist clients with policy changes, renewals, and claims processes as needed. Keep detailed records of client interactions and transactions in the CRM system. Skills : Excellent communication and interpersonal skills. Strong negotiation and persuasion abilities. Self-motivated with a goal-oriented mindset. Previous experience in sales, preferably in the insurance industry. Job Types: Full-time, Permanent Pay: ₹15,000.00 - ₹18,000.00 per month Benefits: Provident Fund Schedule: Day shift Morning shift Experience: Motor Insurance: 1 year (Required) Work Location: In person

Job Title: Sales Executive – Loans (Home) Location: Mumbai Experience Required: Minimum 1 Year Industry Preference: Banking / Direct Selling Agent (DSA) CTC: As per current CTC (with a hike of 10% to 30%) Job Description: We are looking for a proactive and results-driven Sales Executive with experience in Home Loans and field sales to join our team in Mumbai. The ideal candidate should come from the Banking or DSA (Direct Selling Agent) industry and be capable of independently handling loan sales for Home, Personal, and Business Loans. Key Responsibilities: Manage end-to-end sales of Home Loans, Personal Loans, and Business Loans. Generate leads through open market activities and personal/professional networks. Conduct field visits to identify potential clients and pitch relevant loan products. Build strong relationships with customers and guide them through the loan process. Collaborate with internal departments to ensure smooth application and disbursal. Meet monthly sales targets and contribute to overall business growth. Stay updated with current financial products, market trends, and competitors’ offerings. Candidate Requirements: Minimum 1 year of experience in selling financial products, particularly Home Loans. Must have field sales experience and the ability to work independently. Prior experience in the Banking sector or with a DSA is mandatory. Excellent communication, interpersonal, and negotiation skills. Strong local network and knowledge of the Mumbai market. Perks & Benefits: Attractive incentive structure on top of fixed CTC. Opportunities for career progression in a growing organization. Supportive team environment and field support. Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹50,000.00 per month Benefits: Flexible schedule Paid sick time Schedule: Day shift Language: English (Preferred) Work Location: In person Speak with the employer +91 9079695063

Urgent opening for Scrum master Position:Scrum Master Location:Pune Notice :Immediate to 30days (official should be 30days) Experience :5-10Years Mandatory Skills:Agile methodologies, finance domain, CSM or PSM certified (they want to have developer /testing experience initially) JD We are looking for a skilled and certified Scrum Master with experience in the finance domain to lead Agile practices within our development teams. The ideal candidate will help ensure timely and efficient delivery of financial software solutions by coaching the team, removing impediments, and maintaining alignment with Agile principles. Key Responsibilities: · Facilitate Agile ceremonies including daily stand-ups, sprint planning, sprint reviews, and retrospectives. · Guide and coach the team in Agile practices, ensuring adherence to Scrum principles. · Collaborate closely with product owners, business analysts, and stakeholders in the finance domain. · Shield the development team from external disruptions and ensure a smooth workflow. · Track team metrics like velocity, sprint burn-down, and other KPIs to improve performance. · Support product backlog refinement and ensure user stories are well-defined and prioritized. · Identify, track, and help resolve project impediments and risks. · Promote a culture of continuous improvement, transparency, and accountability. Required Skills & Qualifications: · 3+ years of experience as a Scrum Master, preferably in the financial services industry. · Strong understanding of Agile methodologies (Scrum, Kanban, SAFe). · Scrum Master certification (CSM, PSM I/II, or equivalent) is required. · Experience working on financial applications such as trading platforms, banking systems, risk management tools, or regulatory reporting solutions. · Strong communication and stakeholder management skills. · Proficient with tools like Jira, Confluence, Azure DevOps, or equivalent. · Ability to manage cross-functional teams and multiple stakeholders. --- Nice to Have: · Experience in regulatory or compliance-driven financial projects · Exposure to cloud platforms in the context of financial services. · Familiarity with DevOps, CI/CD, and automated testing practices. · Knowledge of financial instruments, markets, and transactions. · Background in software development or QA is a plus. Job Types: Full-time, Permanent Pay: ₹50,000.00 - ₹60,000.00 per month Schedule: Day shift Work Location: In person Application Deadline: 05/06/2025

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The primary responsibility of the Specialist - Empower Personal Wealth Quality Assurance is to monitor and provide feedback on the quality of phone interactions with participants by evaluating calls of representatives and advisors. This is to ensure compliance with policies, procedures and rules of the financial services industry. ESSENTIAL FUNCTIONS: Provide continuous call evaluation feedback through written evaluations and participate in review conversations as applicable. Document and escalate call monitoring issues to management, as necessary. Document call evaluation using applicable tools for call scoring. Support applicable data analysis and reporting as assigned. Participate in call calibration sessions and team meetings when appropriate. QUALIFICATIONS: Bachelor’s Degree in related discipline or appropriate experience and knowledge in financial services industry 2+ years of experience in Banking/Financial Services/Operations. Working knowledge of retirement plan and retail investment products preferred Intermediate skills using Microsoft Office products Sound reasoning and critical thinking Excellent written and verbal communication skills Experience in peer review or QC/QA role Attention to detail is a must This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason. We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

Job Title: Field Sales Executive – Banking Products (Loans) Location: Indore, Madhya Pradesh Experience Required: 6 months to 3 years. Job Summary: We are seeking a motivated and results-driven Field Sales Executive to promote and sell banking products such as personal loans, business loans, home loans, and credit cards in the Indore region. Key Responsibilities: Identify and generate leads for loan products through field visits, cold calling, and references. Visit potential customers in person to explain product features and benefits. Collect and verify required documents for loan processing. Coordinate with credit and operations teams for smooth processing and disbursal of loans. Achieve assigned sales targets on a monthly basis. Build and maintain relationships with customers for repeat and referral business. Stay updated with market trends and competitors' offerings. Required Skills and Qualifications: Minimum 6 months to 3 years of experience in field sales, preferably in banking or financial services. Good knowledge of loan products such as personal loans, home loans, business loans, etc. Strong communication, negotiation, and interpersonal skills. Ability to work independently and meet sales targets. Proficiency in local language (Hindi) and basic English. Own two wheeler preferred. Educational Qualification: Minimum Graduate in any discipline. Salary & Benefits: Salary Range: ₹18,000 – ₹22,000 per month (depending on experience) + Incentives Travel allowance Performance-based bonuses Career growth opportunities in a leading financial organization. If interested revert with updated CV. Thanks and Regards. Job Types: Full-time, Permanent Pay: ₹18,000.00 - ₹22,000.00 per month Benefits: Cell phone reimbursement Health insurance Provident Fund Schedule: Day shift Supplemental Pay: Commission pay Performance bonus Yearly bonus Language: Hindi (Preferred) Work Location: In person

Designation : Relationship Officer / Sr. Relationship Officer Education : any Graduation Experience : 1+ Yr experience in BFSI domain. Role Details : The Candidate will be assigned or tagged under 2 to 3 Branches of HDFC/Axis Bank. The candidate should work along with the Branch Manager and Team members of HDFC Bank and promote the Aditya Birla Sunlife Insurance product for the Customers of HDFC 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. Needs to visit all the assigned branches under him on daily basis. Must Criteria : We can source candidate from Banking who were selling CASA Sales and NBFC Sector We can Hire Candidates from Home Loan Sales, securities and other banking sales Male / Female can be Hired. Age Limit : 22- 32 CTC: From 2.5L - 5 LPA (candidate will get hike on current) Job Type: Full-time Pay: ₹300,000.10 - ₹400,000.00 per year Benefits: Cell phone reimbursement Health insurance Provident Fund Schedule: Day shift Night shift Rotational shift Supplemental Pay: Performance bonus Quarterly bonus Yearly bonus Work Location: In person

Generate loan leads from the partnered institutions, open market and through different channels on field Develop and maintain relationship with partnered institutions repeat business and referral/s Arrange and plan events to generate leads, handle product queries and service issues in the partnered institutions Meet clients, verify documents, process files, coordinate for sanction / disbursement of loan, personalized service to clients Ensure the achievement of a given business target in your territory Experience: 1 year + into Banking sales such as personal loan, home loan. Locations: Hyderabad, Mumbai, Bangalore,Chennai,Delhi

Grade - Asst Manager . Job Role: - Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and accuracy of transaction Providing quality of experience that will ensure retention and positive word-of-mouth Cash transaction with customers Back up to Branch Operations manager Rendering services to the customers related to Payments, Cheque clearing, DD issuing & printing. KYC /AML adherence CTR / STR Reporting ATM Operations Trade Forex Services Handling Trade forex documentation related to Import/Export Transactions. Required Candidate profile Job Requirement: Customer Orientation Fresh Graduates and Post Graduates (2023-2024 Passouts) Good Communication skills Basic understanding of Banking Well Versed with MS office.

Grade - Asst Manager . Job Role: - Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and accuracy of transaction Providing quality of experience that will ensure retention and positive word-of-mouth Cash transaction with customers Back up to Branch Operations manager Rendering services to the customers related to Payments, Cheque clearing, DD issuing & printing. KYC /AML adherence CTR / STR Reporting ATM Operations Trade Forex Services Handling Trade forex documentation related to Import/Export Transactions. Required Candidate profile Job Requirement: Customer Orientation Fresh Graduates and Post Graduates (2022-24 Passouts) Good Communication skills Basic understanding of Banking Well Versed with MS office.

Roles and Responsibilities- Reviewing new customer accounts and verifying their identities Assessing risks and compliance issues associated with customers or products Studying market trends and evaluating customer behavior Assisting efforts aimed at preventing money laundering, terrorist financing and other illicit financial activities Compiling accurate and up-to-date data on customers for compliance reasons Leveraging insights from customer behavioral research to improve customer experience Liaising with management to ensure compliance with internal policies and external regulations Preparing suspicious activity reports (SARs) Reporting accounts with high risk or missing documentation to relevant officers Performing complex data analysis to aid decision making Desired Candidate Profile - Graduate & Post Grdauates Freshers ( 2022-2024 Pass outs) Excellent reporting and observational skills Strong written and oral communication skills Ability to multi-task and coordinate multiple projects Well-developed IT skills Interpersonal skills Data analysis Management Excellent research skills and familiarity with online/offline research tools Perks and Benefits High incentives International Travel opportunity 1side cab facility shuttle service lunch coupons

We are seeking an enthusiastic accountant to assist our founding team in finance and operational tasks. You will be resourceful, highly organized and self-motivated to put processes in place. Experience : 3 year plus Job Location : CBD Belapur, Navi Mumbai Qualification : Commerce Graduation. Roles and Responsibilities: - · Experience in Prime Tally. · Managing daily accounting and banking activities · Handling statutory filings - TDS, GST · Assisting in statutory compliance · Sales, Purchase, and JV entries · Negotiating and Managing vendors invoices · Managing cash and payouts · Having knowledge of: Accounting & book keeping in Tally · Handling Statutory Compliances like GST, TDS, Labour law related matters (PF, ESI etc.) including: · Preparation & filing of monthly GST returns, Reconciliation of GST returns with books of accounts and preparation of replies to the GST Notices, if any; · Deduction & Calculation of TDS as per Income Tax act · Preparation & payment of TDS challans & Filing of TDS returns · Preparation, Review and Filling of Tax Audit, GST Audit · Advance Tax (calculations and Deposit) · Preparation of Income Tax matters including filing of Income Tax Returns, preparation of replies to the Income Tax Notices and representing before the Income Tax Authorities · Handling bank related matters including interaction with bankers · Preparation of management MIS for various control purposes · Well versed with Accounting Reconciliations Requirements: - Knowledge of Banking, Accounts, GST, TDS and statutory compliance is a must Good command over Tally, MS Excel and Word Job Types: Full-time, Permanent Pay: ₹24,043.02 - ₹40,785.96 per month Benefits: Paid sick time Schedule: Day shift Supplemental Pay: Performance bonus Yearly bonus Education: Master's (Preferred) Experience: Taxation: 2 years (Preferred) total work: 3 years (Preferred) Language: English (Preferred)

Urgently Required Experienced English Teacher having atleast 2-3 years of experience of teaching in any coaching Institute. Skills Required: 1. Good in Grammar 2. Have Sound Knowledge of Banking & SSC Exams English Pattern. 3. Excellent Communication Skills. Job Types: Full-time, Part-time, Permanent, Fresher Pay: ₹16,136.84 - ₹36,489.73 per month Schedule: Day shift Supplemental Pay: Performance bonus Yearly bonus Language: English (Preferred) Work Location: In person

We are looking for insurance empanelment executive to who can work on empanelment of hospital with insurance companies. Job Type: Full-time Pay: ₹25,000.00 - ₹50,000.00 per month Benefits: Paid time off Schedule: Day shift Supplemental Pay: Performance bonus Work Location: In person Speak with the employer +91 9100009669

company name- Bajaj Relationship Manage - online digital manager profile sales male and female 1 year exp. Life Insurance sales background age up to 35 graduation good Hindi good English required more-8412949140

Job Role: Customer Support Executive: Job Summary: Excellent opportunity for Fresher’s as well as Experience to work in corporate. We are hiring passionate young employees with good communication skills and a drive to work in a winning environment for a position of Accounting / Banking Support Executive. Responsibilities and Duties: Looking for energetic person with a go- getter attitude Dealing with customer and responding to their inquiries promptly Respond in a timely manner and provide excellent customer service Good communication skills - Kannada and Marathi language will be plus Candidate with accounting / banking knowledge will be plus Should possess basic computer knowledge Experience worked in co-operative society will be plus Job Types: Full-time, Permanent Pay: ₹10,000.00 - ₹30,000.00 per month Schedule: Day shift Education: Bachelor's (Required) Experience: total work: 1 year (Preferred) Cooperative Society: 1 year (Preferred) Language: Kannada (Required) Marathi (Required) Work Location: In person

*Recruiting Advisors from own social contact on commission basis. *Train the advisors on product. *Motivate the advisors to achieve targets. *Also sell Life Insurance in natural market. Perks and benefits Highest Incentives

Dear Candidate,Bajaj Allianz Life, KOTAK LIFE, Aviva Life, HDFC LIFE, Max Life. is doing BULK HIRING for there agency channel. Vacancies are huge.Candidates from ALL SECTORS with sales experience and interested to build CAREER in LIFE INSURANCE Perks and benefits High incentives

Job Title Business Development Officer Division Ratings MCG Department MCG Business Development Hiring Level Third Party (Quess Corp) About CRISIL Ratings CRISIL Ratings is Indias leading rating agency. We pioneered the concept of credit rating in India in 1987. With a tradition of independence, analytical rigour and innovation, we have a leadership position. Team- Mid Corporate Group - Business Development Department: RATINGS -Bank Loan Rating (Sales) About BLR Ratings. Bank loan rating indicates the degree of risk regarding timely payment of the bank facility being rated; the facility includes principal and interest, if any, on the principal. CRISIL rates the maximum number of companies for their bank loans in India. It has, so far, assigned ratings to the bank facilities of more than 12,614 entities as on March 31, 2013, representing over 50 per cent of all the companies which have their bank loans rated in India; CRISIL has rated bank facilities of all types: term loans, project loans, corporate loans, general purpose loans, working capital demand loans, cash credit facilities, and non-fund-based facilities, such as letters of credit and bank guarantees. For more information please visit www.crisil.com Short Summary: The role involves acquiring new Clients (mid-sized corporate companies) for the Credit Ratings. It would also involve managing the existing Client portfolios 1 Year of experience in B2B Sales. Being a Sales Profile, this job involves travelling in the allocated area for Client Meetings, Bank Meetings and etc. Direct cold call in Industrial area in respective location (Industrial area) Bank Branch Visit for collecting fresh data. Scheduling meeting with the prospective clients and promoting Crisil and benefits of credit ratings. Following up with the clients post client acquisition for payment and feedback on the ratings. Getting feedback from the customers and sharing with the analytical team. Collection of surveillance fees for the rating process Collect Mandates for enhanced debt facilities from existing clients. Banker meetings/presentations to be organized in the area/city for the respective bank branches to update them on the Bank loan ratings products and the processes. Candidate Profile Business Development and Lead Generation preferably for Mid Corporates. Pay Package-Fixed Pay + Variables: incentives on every Client Acquisition/ revenue generation Education-MBA in sales marketing or Any Graduate. Payroll: Quess Corp- Basis individuals performance, the person will be absorbed on the rolls of Crisil. (3rd Party payroll) Essential Qualifications MBA in Sales and Marketing or Any Graduate Preferred Qualifications MBA

Skill: Minimum 4 years of Core, Java, J2EE, SQL, React JS, SpringBoot, Microservices, Kafka, SQL and Cloud technology Awareness. An experienced consulting professional who has an worked in Banking domain Performs varied duties and tasks that need independent judgment, in order to implement project solutions with required technology to meet customer needs. t Oracle products and technology to meet customer specifications. Career Level - IC2 Standard assignments are accomplished without assistance by exercising independent judgment, within defined policies and processes, to deliver functional and technical solutions on moderately complex customer engagements. Analysis, Design, development, Unit testing, documentation, deployment, Ownership of task assigned and delivering quality outcomes

JOB DESCRIPTION Job Title Relationship Associate Band 5 Reporting To Centre Manager Department Bancassurance - Ujjivan/TMB/ DCB/SIB JOB SUMMARY Takes responsibility of fulfilling leads prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing strengthening relationship with Cluster head staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills - English regional language (mandatory) Age group 21-28 years Preferably has own conveyance JOB DESCRIPTION Job Title Relationship Associate Band 5 Reporting To Centre Manager Department Bancassurance - Ujjivan/TMB/ DCB/SIB JOB SUMMARY Takes responsibility of fulfilling leads prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing strengthening relationship with Cluster head staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills - English regional language (mandatory) Age group 21-28 years Preferably has own conveyance

Job Description Position Relationship Associate - Bancassurance Incumbent Name Department Axis Function Axis Sales Reporting to Cluster Manager / Area Manager Band 5 Location Vijayawada Team size (D/I) Individual Role JOB SUMMARY - Individual Role and will be managing bigger and medium size Axis Branch and will be responsible for generating business from Branch, and thereby will meet the target. Person would be reporting to Cluster Manager / Area Manager Axis Sales. KEY RESPONSIBILITIES- Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers. Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions. Shall be responsible for making active the branch banking sellers and thereby achieving the activation target Ensuring LMS usage as Tracking Mechanism on line and follow up Calls. Measures of Success Business Plan- Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned Case Size- Plan Vs Actual - as per target assigned Seller Activation- Seller Activation (%) - Plan v/s Actual- as per target assigned Persistency- 15th month Persistency (%) - >82.5 and as per plan Key competencies/skills required Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Desired qualification and experience- Graduate in Any Discipline from a UGC / AICTE approved College and University. 1 to 2 years of experience in sales, experience in Insurance will be preferred. Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship. Org Chart- NRH ZVP CRM AVP DCM/ CM/ ARM RA/ ASM/ SM Job Description Position Relationship Associate - Bancassurance Incumbent Name Department Axis Function Axis Sales Reporting to Cluster Manager / Area Manager Band 5 Location Vijayawada Team size (D/I) Individual Role JOB SUMMARY - Individual Role and will be managing bigger and medium size Axis Branch and will be responsible for generating business from Branch, and thereby will meet the target. Person would be reporting to Cluster Manager / Area Manager Axis Sales. KEY RESPONSIBILITIES- Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers. Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions. Shall be responsible for making active the branch banking sellers and thereby achieving the activation target Ensuring LMS usage as Tracking Mechanism on line and follow up Calls. Measures of Success Business Plan- Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned Case Size- Plan Vs Actual - as per target assigned Seller Activation- Seller Activation (%) - Plan v/s Actual- as per target assigned Persistency- 15th month Persistency (%) - >82.5 and as per plan Key competencies/skills required Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Desired qualification and experience- Graduate in Any Discipline from a UGC / AICTE approved College and University. 1 to 2 years of experience in sales, experience in Insurance will be preferred. Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship. Org Chart- NRH ZVP CRM AVP DCM/ CM/ ARM RA/ ASM/ SM

Job Description Position Relationship Manager Incumbent Name Department Axis Function Axis Sales Reporting to Cluster Manager / Area Manager Band 5 Location Vijayawada Team size (D/I) Individual Role JOB SUMMARY - Individual Role and will be managing bigger and medium size Axis Branch and will be responsible for generating business from Branch, and thereby will meet the target. Person would be reporting to Cluster Manager / Area Manager Axis Sales. KEY RESPONSIBILITIES- Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers. Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions. Shall be responsible for making active the branch banking sellers and thereby achieving the activation target Ensuring LMS usage as Tracking Mechanism on line and follow up Calls. Measures of Success Business Plan- Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned Case Size- Plan Vs Actual - as per target assigned Seller Activation- Seller Activation (%) - Plan v/s Actual- as per target assigned Persistency- 15th month Persistency (%) - >82.5 and as per plan Key competencies/skills required Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Desired qualification and experience- Graduate in Any Discipline from a UGC / AICTE approved College and University. 1 to 2 years of experience in sales, experience in Insurance will be preferred. Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship. Org Chart- NRH ZVP CRM AVP DCM/ CM/ ARM RA/ ASM/ SM Job Description Position Relationship Manager Incumbent Name Department Axis Function Axis Sales Reporting to Cluster Manager / Area Manager Band 5 Location Vijayawada Team size (D/I) Individual Role JOB SUMMARY - Individual Role and will be managing bigger and medium size Axis Branch and will be responsible for generating business from Branch, and thereby will meet the target. Person would be reporting to Cluster Manager / Area Manager Axis Sales. KEY RESPONSIBILITIES- Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers. Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions. Shall be responsible for making active the branch banking sellers and thereby achieving the activation target Ensuring LMS usage as Tracking Mechanism on line and follow up Calls. Measures of Success Business Plan- Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned Case Size- Plan Vs Actual - as per target assigned Seller Activation- Seller Activation (%) - Plan v/s Actual- as per target assigned Persistency- 15th month Persistency (%) - >82.5 and as per plan Key competencies/skills required Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Desired qualification and experience- Graduate in Any Discipline from a UGC / AICTE approved College and University. 1 to 2 years of experience in sales, experience in Insurance will be preferred. Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship. Org Chart- NRH ZVP CRM AVP DCM/ CM/ ARM RA/ ASM/ SM

Job Description Position Relationship Manager Incumbent Name Department Axis Function Axis Sales Reporting to Cluster Manager / Area Manager Band 5 Location Vijayawada Team size (D/I) Individual Role JOB SUMMARY - Individual Role and will be managing bigger and medium size Axis Branch and will be responsible for generating business from Branch, and thereby will meet the target. Person would be reporting to Cluster Manager / Area Manager Axis Sales. KEY RESPONSIBILITIES- Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers. Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions. Shall be responsible for making active the branch banking sellers and thereby achieving the activation target Ensuring LMS usage as Tracking Mechanism on line and follow up Calls. Measures of Success Business Plan- Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned Case Size- Plan Vs Actual - as per target assigned Seller Activation- Seller Activation (%) - Plan v/s Actual- as per target assigned Persistency- 15th month Persistency (%) - >82.5 and as per plan Key competencies/skills required Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Desired qualification and experience- Graduate in Any Discipline from a UGC / AICTE approved College and University. 1 to 2 years of experience in sales, experience in Insurance will be preferred. Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship. Org Chart- NRH ZVP CRM AVP DCM/ CM/ ARM RA/ ASM/ SM Job Description Position Relationship Manager Incumbent Name Department Axis Function Axis Sales Reporting to Cluster Manager / Area Manager Band 5 Location Vijayawada Team size (D/I) Individual Role JOB SUMMARY - Individual Role and will be managing bigger and medium size Axis Branch and will be responsible for generating business from Branch, and thereby will meet the target. Person would be reporting to Cluster Manager / Area Manager Axis Sales. KEY RESPONSIBILITIES- Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers. Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions. Shall be responsible for making active the branch banking sellers and thereby achieving the activation target Ensuring LMS usage as Tracking Mechanism on line and follow up Calls. Measures of Success Business Plan- Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned Case Size- Plan Vs Actual - as per target assigned Seller Activation- Seller Activation (%) - Plan v/s Actual- as per target assigned Persistency- 15th month Persistency (%) - >82.5 and as per plan Key competencies/skills required Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Desired qualification and experience- Graduate in Any Discipline from a UGC / AICTE approved College and University. 1 to 2 years of experience in sales, experience in Insurance will be preferred. Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship. Org Chart- NRH ZVP CRM AVP DCM/ CM/ ARM RA/ ASM/ SM