4940 Banking Jobs - Page 49

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

Key Responsibilities/ Key Deliverables Will be responsible for meeting sales target through Bank s FOS. Will be responsible for maintaining relationships with all corporate salary team in the assigned Bank Branches Keeping accurate record of referrals received from all corporate salary team in the assigned bank branches. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s corporate salary customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. Measures of Success Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Corporate Salary Manager Effective Lead generation and meet value / number targets Key Responsibilities/ Key Deliverables Will be responsible for meeting sales target through Bank s FOS. Will be responsible for maintaining relationships with all corporate salary team in the assigned Bank Branches Keeping accurate record of referrals received from all corporate salary team in the assigned bank branches. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s corporate salary customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. Measures of Success Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Corporate Salary Manager Effective Lead generation and meet value / number targets

JOB DESCRIPTION: KEY ACCOUNT MANAGER | PSU BANCASSSURANCE PARTNERSHIP A. Position Overview Position Title Key Account Manager Department Central Bank of India Level/ Band Executive Role Summary : - Visit partner branches and interact with Bank branch managers - Ensure sales targets assigned are met on every parameter - Interact with customers to explain the products and solutions - Help branches mapped to her/him help achieve insurance sales targets B. Organizational Relationships Reports To Area Manager Supervises NA C. Job Dimensions Geographic Area Covered Branches Stakeholders Internal Supervisors, Ops, Underwriting, Legal External Central Bank - Channel Partner D. Key Result Areas Partner and Client Management Exceeding branch level targets (NB, renewal, STP, digitisation, product mix etc) Interact with the Bank branch teams and customers to explain the products and promote the brand Sales and support to all branches assigned - complete documentation, medicals, close pending documentation. Drive local contests and engagements to engage teams Keep track of all contests and initiatives launched - bank, other insurers and Tata AIA Life Maintain good relationship with Bank Branch manager - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity Managing the relationship between internal team and channel partner so as to foster sales for the company and m aintain utmost levels of responsiveness to requirements from the Channel Partner Aid the bank branches to adopt new processes and technology Ensure sales targets assigned are met on every parameter Assist Branch team to ensure their insurance targets are met by providing sales support, correct training, product updates, sales information. Allign partner to ensure both teams are working towards the same goal Customer service Ensure adequate customer service - grievance redressal, claim settlement, renewal etc. E Skills Required Technical Good product knowledge Working knowledge of MS Office Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising / Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills F Incumbent Characteristics Essential Desired Qualification Graduation Post graduate/Insurance specific training Experience 2 to 4 years of work experience in Insurance / Financial Service Background, Public Sector Bank partner work experience would be preferable CTC 3 lpa

Ensuring that an effective Business Continuity Management (BCM) governance framework consistent with general regulatory requirements and industry best practices/standards is developed, maintained, and adhered to across the Bank Understand and assess the activities and systems used for processes within business groups Evaluate the risks in the process by: Examining the process and ensuring continuity of the processes at various stages Examine the business continuity and disaster recovery aspect for the digitized process Ensuring testing of business continuity management plans of the Bank and the service providers

About Max Life Insurance Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation. Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel distribution including agency and third party distribution partners. Max Life has built its operations over almost two decades through need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per public disclosures, during the financial year 2019-20, Max Life achieved gross written premium of Rs. 16,184 crore. As on 31st March 2020, the Company had Rs. 68,471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913,660 crore. For more information, please visit the Companys website a t www.maxlifeinsurance.com We Stand for Caring A compassionate leader who demonstrates appreciation for diversity in thoughts and approach towards people as well initiatives, eliminates biases to promote meritocracy. A coach who inspires people to excel and sets a culture of high performance. Collaboration A boundary-less leader who is capable of identifying & leveraging expertise of team members for superlative outcomes, thus, delivers to the organization s ask. A leader who addresses challenges with a solution oriented approach to create win-win partnerships within & outside teams through inspired cooperation and teamwork. Customer Obession A leader who embodies Customer and keeps him at the core of all deliverables. Proactively anticipate customer needs and implement strategies to provide best in class customer experience. Growth Mindset An ambitious leader who can sponsor game changing ideas and rally the team to turn them into a reality. A leader who challenges the status quo, takes bold & creative actions to manage complex issues & achieve high impact goals by pushing self and others and raise the bar on performance. People Leadership A people s leader who inspires their teams to stretch themselves and achieve their true potential. A leader who create leaders by coaching, empowering & motivating them to deliver superior business outcomes. "Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity." About Max Life Insurance Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation. Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel distribution including agency and third party distribution partners. Max Life has built its operations over almost two decades through need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per public disclosures, during the financial year 2019-20, Max Life achieved gross written premium of Rs. 16,184 crore. As on 31st March 2020, the Company had Rs. 68,471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913,660 crore. For more information, please visit the Companys website a t www.maxlifeinsurance.com We Stand for Caring A compassionate leader who demonstrates appreciation for diversity in thoughts and approach towards people as well initiatives, eliminates biases to promote meritocracy. A coach who inspires people to excel and sets a culture of high performance. Collaboration A boundary-less leader who is capable of identifying & leveraging expertise of team members for superlative outcomes, thus, delivers to the organization s ask. A leader who addresses challenges with a solution oriented approach to create win-win partnerships within & outside teams through inspired cooperation and teamwork. Customer Obession A leader who embodies Customer and keeps him at the core of all deliverables. Proactively anticipate customer needs and implement strategies to provide best in class customer experience. Growth Mindset An ambitious leader who can sponsor game changing ideas and rally the team to turn them into a reality. A leader who challenges the status quo, takes bold & creative actions to manage complex issues & achieve high impact goals by pushing self and others and raise the bar on performance. People Leadership A people s leader who inspires their teams to stretch themselves and achieve their true potential. A leader who create leaders by coaching, empowering & motivating them to deliver superior business outcomes. "Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity."

Recruit, train, and mentor insurance agents and agencies to promote the products and services. Develop and maintain strong relationships with agents and agencies to ensure their satisfaction and retention. Monitor sales performance and analyze market trends to identify opportunities for growth. Provide guidance and support to agents to help them achieve their sales goals. Ensure compliance with all regulatory requirements and company policies and procedures. Collaborate with internal teams to ensure timely and successful delivery of products and services. Provide exceptional customer service to policyholders and address any concerns or complaints in a timely and professional manner. Prepare and deliver presentations to agents and prospects. Maintain accurate records of all sales activities and customer interactions. Strong communication and interpersonal skills. Strong analytical and problem-solving skills.

Job Description Job Title Associate Sales Manager Location Branch Name (as per requirement) Department Bancassurance Function Bancassurance YBL Branch Banking - Sales Reporting to Center Manager Band 5A Function Summary Introduction The Bancassurance Department within Axis Max Life Insurance plays a critical role in driving the distribution of life insurance products through our strategic partnership with Yes Bank. This department leverages Yes Bank s existing customer base and infrastructure to offer insurance solutions. Bancassurance Department serves as a bridge between Axis Max Life Insurance Company and Yes Bank, ensuring that insurance products are effectively marketed and sold to a wide customer base, while maintaining high standards of customer service, compliance, and performance. Below is a summary of the key functions typically performed by the Bancassurance Department Sales and Distribution Management Customer Relationship Management Compliance and Regulatory Oversight Job Summary Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner Key Responsibilities Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate. Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions. Key skills required Communication skills Strategic thinking Product Knowledge Problem solving Time management Customer relationship management Deal closing skills Goal oriented Customer centricity. Desired qualification and experience Graduate/ Post Graduate in any discipline 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance About Axis Max Life Insurance Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a Joint Venture between Max Financial Services Limited ( MFSL ) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com. #ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply Job Description Job Title Associate Sales Manager Location Branch Name (as per requirement) Department Bancassurance Function Bancassurance YBL Branch Banking - Sales Reporting to Center Manager Band 5A Function Summary Introduction The Bancassurance Department within Axis Max Life Insurance plays a critical role in driving the distribution of life insurance products through our strategic partnership with Yes Bank. This department leverages Yes Bank s existing customer base and infrastructure to offer insurance solutions. Bancassurance Department serves as a bridge between Axis Max Life Insurance Company and Yes Bank, ensuring that insurance products are effectively marketed and sold to a wide customer base, while maintaining high standards of customer service, compliance, and performance. Below is a summary of the key functions typically performed by the Bancassurance Department Sales and Distribution Management Customer Relationship Management Compliance and Regulatory Oversight Job Summary Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner Key Responsibilities Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate. Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions. Key skills required Communication skills Strategic thinking Product Knowledge Problem solving Time management Customer relationship management Deal closing skills Goal oriented Customer centricity. Desired qualification and experience Graduate/ Post Graduate in any discipline 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance About Axis Max Life Insurance Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a Joint Venture between Max Financial Services Limited ( MFSL ) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com. #ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply

JOB SUMMARY Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner KEY RESPONSIBILITIES Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate. Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations 15 th Month collection MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance JOB SUMMARY Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner KEY RESPONSIBILITIES Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate. Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations 15 th Month collection MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance

Job Description Position Relationship Manager / Snr Relationship Manager Affluent/Area Manager Affluent Incumbent Name Department Axis Function Axis Affluent Banking Reporting to Zone Head Affluent Banking Band 5B / 4 / 4A Location XYZ Team size (D/I) Individual JOB SUMMARY - The job holder is a key member of affluent team and responsible for managing the Sales though the Axis Bank Affluent Team And will work closely with the RM of Axis Affluent team, Customer Servicing and to ensure the timely delivery of high value, compliant high quality services, ensure delivery of business and training of Axis Affluent Team. KEY RESPONSIBILITIES- Relationship Management with the Axis Cluster Head also will be responsible for meeting sales target through Bank s Affluent Managers and maintaining relationships with their Supervisors, and ensures business targets are achieved. Working closely with Branch Banking Team and Axis Affluent Head to drive the LI business. Overseeing assigned Branch Affluent business and Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered, govern input activity at branch and zone level. Train and develop the Affluent team on wide range of Max life product offerings including LI concept, new product launch, Business insurance and latest developments in the financial market Responsible for increase bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base, Shall approach him / herself at least 3 new prospects each day Drive effectively the Reward and recognition programs launched for WMs and PBs Measures of Success- Business Plan- Adj MFYP (Rs.) - Plan v/s Actuals Activation plan- Seller Activation (%) - Plan Vs Actual Persistency- 15th month Persistency (%) - >82.5 (By Value) Joint Calls /Effective Management of Process- Key competencies/skills required Relationship Management, Effective Management of Process Desired qualification and experience- Master of Business Administration from a premier business school or equivalent. 3-6 years of experience in Distribution, HNI and Affluent Channel Management, Prior experience in insurance essential. Result Orientation, Innovation, Customer Centricity, Problem Solving & Decision Making, Business Acumen Org Chart- NRH Head - Affluent Banking Regional Head Affluent Banking Relationship Manager/ Snr Relationship Manager Affluent Banking / Area Manager Affluent Banking Job Description Position Relationship Manager / Snr Relationship Manager Affluent/Area Manager Affluent Incumbent Name Department Axis Function Axis Affluent Banking Reporting to Zone Head Affluent Banking Band 5B / 4 / 4A Location XYZ Team size (D/I) Individual JOB SUMMARY - The job holder is a key member of affluent team and responsible for managing the Sales though the Axis Bank Affluent Team And will work closely with the RM of Axis Affluent team, Customer Servicing and to ensure the timely delivery of high value, compliant high quality services, ensure delivery of business and training of Axis Affluent Team. KEY RESPONSIBILITIES- Relationship Management with the Axis Cluster Head also will be responsible for meeting sales target through Bank s Affluent Managers and maintaining relationships with their Supervisors, and ensures business targets are achieved. Working closely with Branch Banking Team and Axis Affluent Head to drive the LI business. Overseeing assigned Branch Affluent business and Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered, govern input activity at branch and zone level. Train and develop the Affluent team on wide range of Max life product offerings including LI concept, new product launch, Business insurance and latest developments in the financial market Responsible for increase bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base, Shall approach him / herself at least 3 new prospects each day Drive effectively the Reward and recognition programs launched for WMs and PBs Measures of Success- Business Plan- Adj MFYP (Rs.) - Plan v/s Actuals Activation plan- Seller Activation (%) - Plan Vs Actual Persistency- 15th month Persistency (%) - >82.5 (By Value) Joint Calls /Effective Management of Process- Key competencies/skills required Relationship Management, Effective Management of Process Desired qualification and experience- Master of Business Administration from a premier business school or equivalent. 3-6 years of experience in Distribution, HNI and Affluent Channel Management, Prior experience in insurance essential. Result Orientation, Innovation, Customer Centricity, Problem Solving & Decision Making, Business Acumen Org Chart- NRH Head - Affluent Banking Regional Head Affluent Banking Relationship Manager/ Snr Relationship Manager Affluent Banking / Area Manager Affluent Banking

Principle Accountabilities: 1.Client Relationship Management: Establish and maintain relationships with clients, understanding their financial requirements and providing tailored loan solutions. 2. Loan Assessment: Evaluate the creditworthiness of clients, reviewing financial statements, and credit reports to make lending decisions. 3. Loan Structuring: Structure loan deals that meet the specific needs of clients, ensuring they align with the NBFCs risk appetite and profitability goals. 4. Loan Portfolio Growth: Work on expanding the personal loan portfolio, acquiring new clients, and cross-selling other financial products and services. 5. Compliance: Ensure that all lending practices adhere to regulatory requirements and internal policies, including KYC (Know Your Customer) and AML (Anti-Money Laundering) procedures. 6. Market Research: Stay informed about market trends and competition to identify opportunities for personal loan growth. 7. Customer Service: Provide ongoing support and excellent customer service to business clients, addressing their inquiries and concerns. Desired Profile: 1. Educational Background: A bachelors degree in finance, Business Administration, Economics, or a related field. An MBA or professional certifications related. 2. Should understand financial statements, key financial numbers, KYC documents, bank statement, GST etc. 3. Understanding of local language in the city is a must. 4. Should have strong network of at least 15-20 active DSAs, CAs, Connectors in the city

Career Opportunities Position Center Manager- Bancassurance Band 4 Reporting to Regional Manager - Bancassurance Function Bancassurance- YBL Sales Key Responsibility Areas Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined cluster (40 and odd branches) and building a progressive partnership with the bank. Manage the discrepancies at the cluster level, provide support for ongoing issue resolution, manage initiatives deployed, providing induction and on-the-job training for Ops processes and workflows to team in order to achieve operations excellence & derive customer satisfaction. Participate in the hiring process, Counsel and Mentor performance, Conduct Fortnightly PRPs, co-create and implement recognition platforms in order to build a capable and motivated team in the Yes Bank Relationship. Anticipate training requirements for the partner and lead the development and deployment of partner training programs in order to increase the selling effectiveness of owned as well partner teams. To ensure that the system requirements are met in order to the relationship is productive and mutually beneficial and compliant with all regulatory requirements. Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel. Measure of Success CBP, Case Size, manmonths, Paid cases Initiatives deployed-Plan VS actual Customer satisfaction scores. Hiring vs. objectives Employee Satisfaction Scores Feedback from Partner Channel Partner feedback Adverse observations in Audit Scores Incremental business results (Leads / policies etc.), Spend - Budget vs. actual Desired qualifications and experience Master of Business Administration or equivalent 5-7 years of experience in Sales, prior experience in Insurance essential with min 2 years of team handling experience. Career Opportunities Position Center Manager- Bancassurance Band 4 Reporting to Regional Manager - Bancassurance Function Bancassurance- YBL Sales Key Responsibility Areas Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined cluster (40 and odd branches) and building a progressive partnership with the bank. Manage the discrepancies at the cluster level, provide support for ongoing issue resolution, manage initiatives deployed, providing induction and on-the-job training for Ops processes and workflows to team in order to achieve operations excellence & derive customer satisfaction. Participate in the hiring process, Counsel and Mentor performance, Conduct Fortnightly PRPs, co-create and implement recognition platforms in order to build a capable and motivated team in the Yes Bank Relationship. Anticipate training requirements for the partner and lead the development and deployment of partner training programs in order to increase the selling effectiveness of owned as well partner teams. To ensure that the system requirements are met in order to the relationship is productive and mutually beneficial and compliant with all regulatory requirements. Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel. Measure of Success CBP, Case Size, manmonths, Paid cases Initiatives deployed-Plan VS actual Customer satisfaction scores. Hiring vs. objectives Employee Satisfaction Scores Feedback from Partner Channel Partner feedback Adverse observations in Audit Scores Incremental business results (Leads / policies etc.), Spend - Budget vs. actual Desired qualifications and experience Master of Business Administration or equivalent 5-7 years of experience in Sales, prior experience in Insurance essential with min 2 years of team handling experience.

Principal Accountabilities How they are achieved/measured Manage the Group business with the Bank employees Liaison with different departments for closure of the cases Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner. Coordinate and train key officials (ASSL, DSA, other bank officials) to enhance their understanding of the business to increase seller activisation Provide market feedback on competition and other products in the market. Manage and strengthen relationship through engagement with Partner s Zonal Leadership team, Ops & Credit Team, DSAs, SMs, Field Sales Staff at all levels and across functions. Values add in key initiatives to enhance attachment ration & business volume through training and service. Tracking penetration performance and publishing dashboards, along with Group Operations. To measure & monitor the various metrics (Files and sum assured Penetration rates, seller activation, Claim denial rates/ pending rates, rejection ratios , medical TATs etc) , to minimize the same and adhere to TATs and contribute to product improvement. Monitoring and control process of Post Sales. Managing complete claims operation & end to end process. Principal Accountabilities How they are achieved/measured Manage the Group business with the Bank employees Liaison with different departments for closure of the cases Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner. Coordinate and train key officials (ASSL, DSA, other bank officials) to enhance their understanding of the business to increase seller activisation Provide market feedback on competition and other products in the market. Manage and strengthen relationship through engagement with Partner s Zonal Leadership team, Ops & Credit Team, DSAs, SMs, Field Sales Staff at all levels and across functions. Values add in key initiatives to enhance attachment ration & business volume through training and service. Tracking penetration performance and publishing dashboards, along with Group Operations. To measure & monitor the various metrics (Files and sum assured Penetration rates, seller activation, Claim denial rates/ pending rates, rejection ratios , medical TATs etc) , to minimize the same and adhere to TATs and contribute to product improvement. Monitoring and control process of Post Sales. Managing complete claims operation & end to end process.

Oversee daily operations and sales. Stay updated on banking products and services. Develop and maintain customer relationships. Manage and lead a team of employees, providing guidance and support. Provide training and development for team members. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Understanding of client requirement Share CV on below details Mail - Jyoti@theinfinityspace.com Contact - 93283 80990 HR Jyoti Perks and benefits On Roll Full Time Permanent Mediclaim Career

Oversee daily operations and sales. Stay updated on banking products and services. Develop and maintain customer relationships. Manage and lead a team of employees, providing guidance and support. Provide training and development for team members. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Understanding of client requirement Share CV on below details Mail - Jyoti@theinfinityspace.com Contact - 93283 80990 HR Jyoti Perks and benefits On Roll Full Time Permanent Mediclaim Career

Oversee daily operations and sales. Stay updated on banking products and services. Develop and maintain customer relationships. Manage and lead a team of employees, providing guidance and support. Provide training and development for team members. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Understanding of client requirement Share CV on below details Mail - Ami@theinfinityspace.com Contact - 92744 56807 HR Ami Perks and benefits On Roll Full Time Permanent Mediclaim Career

Oversee daily operations and sales. Stay updated on banking products and services. Develop and maintain customer relationships. Manage and lead a team of employees, providing guidance and support. Provide training and development for team members. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Understanding of client requirement Share CV on below details Mail - Rishi@theinfinityspace.com Contact - 7383237905 HR Rishi Perks and benefits On Roll Full Time Permanent Mediclaim Career

Oversee daily operations and sales. Stay updated on banking products and services. Develop and maintain customer relationships. Manage and lead a team of employees, providing guidance and support. Provide training and development for team members. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Understanding of client requirement Share CV on below details Mail - Janvi@theinfinityspace.com Contact - 87994 59860 HR Janvi Perks and benefits On Roll Full Time Permanent Mediclaim Career

Oversee daily operations and sales. Stay updated on banking products and services. Develop and maintain customer relationships. Manage and lead a team of employees, providing guidance and support. Provide training and development for team members. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Understanding of client requirement Share CV on below details Mail - Janvi@theinfinityspace.com Contact - 87994 59860 HR Janvi Perks and benefits On Roll Full Time Permanent Mediclaim Career

Oversee daily operations and sales. Stay updated on banking products and services. Develop and maintain customer relationships. Manage and lead a team of employees, providing guidance and support. Provide training and development for team members. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Understanding of client requirement Share CV on below details Mail - Kriti@theinfinityspace.com Contact - 92270 53915 HR Kriti Perks and benefits On Roll Full Time Permanent Mediclaim Career

Oversee daily operations and sales. Stay updated on banking products and services. Develop and maintain customer relationships. Manage and lead a team of employees, providing guidance and support. Provide training and development for team members. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Understanding of client requirement Share CV on below details Mail - Kriti@theinfinityspace.com Contact - 92270 53915 HR Kriti Perks and benefits On Roll Full Time Permanent Mediclaim Career

Oversee daily operations and sales. Stay updated on banking products and services. Develop and maintain customer relationships. Manage and lead a team of employees, providing guidance and support. Provide training and development for team members. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Understanding of client requirement Share CV on below details Mail - Janvi.n@theinfinityspace.com Contact -884 940 5064 HR Janvi Perks and benefits On Roll Full Time Permanent Mediclaim Career

Oversee daily operations and sales. Stay updated on banking products and services. Develop and maintain customer relationships. Manage and lead a team of employees, providing guidance and support. Provide training and development for team members. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Understanding of client requirement Share CV on below details Mail - Janvi.n@theinfinityspace.com Contact -884 940 5064 HR Janvi Perks and benefits On Roll Full Time Permanent Mediclaim Career

Oversee daily operations and sales. Stay updated on banking products and services. Develop and maintain customer relationships. Manage and lead a team of employees, providing guidance and support. Provide training and development for team members. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Understanding of client requirement Share CV on below details Mail - Meera@theinfinityspace.com Contact -70462 50645 HR Meera Perks and benefits On Roll Full Time Permanent Mediclaim Career

Oversee daily operations and sales. Stay updated on banking products and services. Develop and maintain customer relationships. Manage and lead a team of employees, providing guidance and support. Provide training and development for team members. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Understanding of client requirement Share CV on below details Mail - Meera@theinfinityspace.com Contact -70462 50645 HR Meera Perks and benefits On Roll Full Time Permanent Mediclaim Career

Oversee daily operations and sales. Stay updated on banking products and services. Develop and maintain customer relationships. Manage and lead a team of employees, providing guidance and support. Provide training and development for team members. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Understanding of client requirement Share CV on below details Mail - Brijesh@theinfinityspace.com Contact -9274379428 HR Brijesh Perks and benefits On Roll Full Time Permanent Mediclaim Career