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4.0 - 9.0 years
4 - 7 Lacs
Ahmedabad, Rajkot, Surat
Work from Office
Job description Role Description: The role of Assistant Manager involves supporting the Branch Head by leading the branch team and catering to the needs of the banks customers. The job will involves 80% - Marketing & Sales, and 20%- Banking Operations. Role & responsibilities Sales of the Bank's products and services. Develop and nurture relationships with existing customers to generate new business from them. Originate and acquire new leads from existing customers and other sources, converting them into business for the branch through marketing calls and customer visits. Cross-sell third-party products like insurance to existing customers. Generate leads for Current and Savings Accounts (CASA) with new customers and increase balances with existing customers. Generate leads for various loan products such as housing loans, jewel loans, vehicle loans, and personal loans. Regularly call and visit customers and leads for relationship building. Supporting the Branch Manager in Management of the Branch and Leading the team. Ensure timely processing of bank transactions like account opening, fund transfers, cheques, etc. Resolve customer queries promptly and improve customer relationships through good service. Handle day-to-day branch operations and efficiently manage all branch operation-related tasks. Comply with the bank's rules, internal guidelines, systems, and procedures. Effectively handle any assignments given by the Branch Manager or Management from time to time. Preferred candidate profile Passionate about in Sales & Marketing Good Communication Skill Good Analytical and Problem-Solving Skills Good Convincing skills Perks and benefits Additional Incentive - Performance Linked Pay, Bonus/Ex gratia, Group Medical Insurance, PF and Pension Two Wheeler Loan and Home Loan at Concessional Rate of Interest.
Posted 2 days ago
3.0 - 8.0 years
5 - 10 Lacs
Agartala, Gamharia, Alipurduar
Work from Office
ROLE PURPOSE & OBJECTIVE The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market Assist the CRS - unsecured loans for conversion of existing borrowing customers for liabilities Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Target assigned as per the branch CASA Book as per the branch TD Book as per the branch Segment wise book (NR, Senior Citizen, HNI etc) as per the branch Number target for all the respective products. CA SA TD KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities Customers Interact with customers in a courteous and professional manner; provide prompt, efficient and accurate services Reduce customer dormancy and customer attrition by continuous engagement / interaction Resolves the customer queries on various accounts, FD / RD, remittances & third party product Internal Processes Guide the customer to fill the Account Opening Form; ensure receipt and verification of KYC documents; obtain customer signatures on all mandatory documents Strictly adhere & maintain compliance to KYC norms Drive the usage of alternate channels such as ATMs, BCs and assist customers to use ATMs for dispensing cash Learning & Performance Maintain up to date knowledge of the liabilities products and services as well as a working knowledge of other products offered in the branch Resolve queries raised by CRS-unsecured loans w.r.t liability products and support them in selling liabilities Ensure adherence to training man-days/ mandatory training programs for self Ensure goal setting, mid-year review and performance appraisal processes are completed within specified timelines MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications Graduate, preferably in commerce and related streams Experience 3+ years experience, preferably in sales Certifications AMFI / IRDA Certified Functional Skills Basic knowledge on retail banking products Documentation skills Process compliance focus Communication skills: fluent in the local language Behavioral Skills Courteous customer service skills Time Management Selling skills Telephonic cold calling skills Willingness to travel & relocation as per business requirements and career opportunities Competencies Planning & Organizing Driving Execution Managing Relationships Customer Focus KEY INTERACTIONS INTERNAL EXTERNAL Branch Team Unsecured Loans (CRM, CRS); Secured Loans (Loan Officers); Operations team Regional Product & Marketing team State HR BC Agents Location : - Bakshi,Chariali,Chowk,Habra,Hooghly,Jharia,Kankurgachi,Midnapore,Parganas,Paschim,Saguna,Sakchi,Gamharia,Agartala,Alipurduar,Arambag,Arrah,Asansol,Bagnan,Bagodar,Balurghat,Bankura,Barasat,Barauni,Bargarh,Barrackpur,Belur,Berhampore,Bhagalpur,Bhubaneswar,Bishalgarh,Bardhaman,Buxar,Chakdah,Chapra,Chas,Choudwar,Contai,Darbhanga,Deoghar,Dhaka,Dhanbad,Dharmanagar,Domjur,Durgapur,Egra,Garbeta,Gaya,Giridih,Golaghat,Gobindpur,Guwahati,Hajipur,Hajo,Hazaribag,Howrah,Jagatsinghapur,Jajapur,Jamshedpur,Jehanabad,Jharsuguda,Jorhat,Kamrup,Kasba,Kharagpur,Korha,Kolkata,Kumarghat,Lalpur,Malda,Maner,Medinipur,Memari,Motihari,Muzaffarpur,Nadia,Nagaon,Nagar,Nalbari,Nayagarh,Panagarh,Panskura,Patapur,Patna,Purba Champaran,Puri,Purnia,Purulia,Raha,Raiganj,Rajpur,Ranchi,Ratu,Rourkela,Saharsa,Samastipur,Sambalpur,Sasaram,Silchar,Siliguri,Sitamarhi,Sonapur,Sonitpur,Sultanganj,Sundargarh,Sutahata,Tamluk,Tezpur,Thakurpukur Mahestola,Titabor,Udaipura,Uluberia
Posted 2 days ago
5.0 - 10.0 years
7 - 12 Lacs
Ambarnath, Ahmedabad, Ahmednagar
Work from Office
Designation: Senior Branch Manager (UB-BB-SB-SBM), Senior Branch Manager (UB-BB-EB-SBH), Senior Branch Manager (UB-BB-WB-SBH) Position description: This role is responsible for driving theentire business targets for liabilities assigned to the branch; Manage exceptionalcustomer service, proactive sales environment and efficient branch operations,while adhering to regulations/compliance requirements; Focus on retainingexisting customers, increasing the customer base and cross-selling Ujjivansproducts and services; Oversee branch operations, cash management and servicequality; work closely with product and marketing teams to drive campaigns attheir branches. This role monitors daily performance of branchstaff and manages a team of 10 to 15 employees. This role manages leadership reporting ofBOO/BOSM & BSM. In certain cases will have dotted linereporting of few Silver & Gold Branch Heads reporting to them This role is assigned higher targets for theirrespective branches and is applicable only to Platinum & Titanium Branches. Primary Responsibilities: BusinessImplement branch specific marketing communication strategies to continuously strengthen the Ujjivan brandThis role is responsible for driving the entire business targets for liabilities assigned to the branch Manage exceptional customer service proactive sales environment and efficient branch operations while adhering to regulationscompliance requirementsFocus on retaining existing customers increasing the customer base and crossselling Ujjivan products and servicesOversee branch operations cash management and service quality work closely with product and marketing teams to drive campaigns at their branches Monitor daily performance of branch staffTo manage a team of 10 to 15 employeesTo manage leadership reporting of BOOBOSM BSMIn certain cases they will have a dotted line reporting of few Silver Gold Branch Heads reporting to themWill be assigned higher targets for their respective branchesCascade targets the branch targets to the respective staffs and ensure achievement is tracked through periodic reviewsEnsure all deferrals taken are cleared within the specific period Monitor the overall portfolio of the branch ensure adherence to compliance and regulatory norms are metService QualityEnsure customers are educated about all productsservices offered by UjjivanEnsure courteous customer service is offered to customers by the branch staff Reduce customer attrition by guiding CCRs on exit interviews customer engagement programs etcLead customer connect initiatives in the branch vicinityOperationsOversee and ensure efficiency in branchATM operations through adherence to TAT for various internal and customer end processes drive utilization of alternate channelsEnsure compliance with banking guidelines quality framework and audit requirements ensure speedy resolution of any audit observations and take necessary steps to prevent recurrenceensure compliance with Know Your Customer KYC Anti Money Laundering AML audit and other regulations applicable laws in the branchMonitor control minimize all expenses in the Branch such as telephone consumption of stationery computer consumables electricity and other overheads without sacrificing qualityOversee accurate cash management and tallying of accounts in the system through the CashierAccountable for branch safety including security of cashvault etc Learning PerformanceEnsure that all members of the Branch staff are up to date on all relevant circulars and all productsservices offered in the BranchEnsure adherence to training mandays mandatory training programs for self and reporteesEnsure goalsetting midyear review and annual appraisal process within specified timelines for self and reporteesMonitor performance of staff against defined goalsmetrics and take corrective action wherever required undertake disciplinary and attendance monitoring for liabilities sales team and branch operations team Coordinate with state HR on people related matters support branch activities to foster teamwork and continuously make Ujjivan a great place to workEnsure coordination between staff of different teams to build a collaborative spirit and shared sense of purpose which could also enable crosssell and overall target achievement Location : - Borivali,Chembur,Chowk,Mira,Naroda,Pimpri,Santacruz,Sion,Vashi,Ahmedabad,Ahmednagar,Ambarnath,Anand,Aurangabad,Vadodara,Bhuj,Dombivli,Gandhidham,Gandhinagar,Gondiya,Goregaon,Jalna,Kolhapur,Mumbai,Nagpur,Nanded,Nashik,Pune,Rajkot,Surat,Thane
Posted 2 days ago
1.0 - 6.0 years
3 - 5 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Acquisition of NTB Current Account customers and high quality Current A/c Proactive registration and activation of customer to direct banking channels Meet target of new customer acquisitions Assist, support and provide feedback to SM/RM www.hyfly.in Required Candidate profile Adherence to selling norms, SOPs, guidelines and regulations of the Bank's Policy Any graduate with min 1 year of exp into CASA sales, BFSI, B2C Sales or NBFC sales Age-30 yrs Call 9022157571-Khyati Perks and benefits Monthly, Quarterly & Annual Incentives & bonus
Posted 2 days ago
3.0 - 8.0 years
4 - 8 Lacs
Vijayawada
Work from Office
Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers.
Posted 2 days ago
1.0 - 6.0 years
2 - 4 Lacs
Chandrapur, Gadchiroli, Chamorshi
Work from Office
Invite for Interview, If you have already attended ESAF SMALL FINANCE BANK interview in last six months, you are not eligible to attend ESAF Bank Interview again (You may attend the interview only after completion of 6 months). REGULAR DEGREE IS MANDATORY FOR ATTENDING INTERVIEW WITH ESAF SMALL FINANCE BANK. Date: 19-06-2025 Experience: 1 to 5 years Maximum Age : 35 Years Annual CTC: Rs 2,00,000 to 5,00,000 + Quarterly Incentives+ Petrol Allowances Vacancies for the following post- 1. BUSINESS DEVELOPMENT OFFICER 2. TELLER 3.RELATIONSHIP MANAGER 4.GOLD LOAN OFFICER 5.ASSISTANT BRANCH HEAD 6.BRANCH HEAD Your Job Role Fitment: As per the interview panel decision based on your overall experience, Interview performance, and the current role you are handling Note: #Candidates should be Graduate in regular stream is must with relevant experience in mentioned domain and can join us at the earliest. # Kindly do not pay any money to any person on behalf of ESAF Small Finance Bank for job offers. Interested candidates can share their CV on below WhatsApp no Mrs. Sandeep Lanjewar : 9072604555
Posted 2 days ago
0.0 - 4.0 years
2 - 4 Lacs
Noida, Gurugram, Delhi / NCR
Work from Office
1.Banking Knowledge preferably 2.Back office work 3.Good Communication skills and Pleasant Personality 4.Bank Pay Roll Job 5.No sales profile or target type job 6.Handsome salary and perks 7.Fresher or exprience can apply fix sallary sitting job....
Posted 3 days ago
0.0 - 4.0 years
2 - 3 Lacs
Noida, Gurgaon/Gurugram, Delhi / NCR
Work from Office
Urgent Required any fresher graduate candidates for pay roll banking profile. candidate must be having good communication skill and good knowledge of computer.We have opening in Banking sector. Back office, Branch sales, credit Acquisition Manager.
Posted 3 days ago
0.0 - 4.0 years
2 - 4 Lacs
Noida, Gurugram, Delhi / NCR
Work from Office
Business Banking Relationship Manager -Maintains a loan and credit card portfolio that includes gathering relevant financial data and maintaining customer relationships. Responsible for New Business Development activities, dealing with large.
Posted 3 days ago
1.0 - 6.0 years
3 - 5 Lacs
Kochi, Pathanamthitta, Kollam
Work from Office
Relationship Manager / Senior RM with AXIS MAX Life Insurance Company - Bancassurance Channel CTC : 3 - 4.5 Lakhs + incentives Handle 2 to 3 bank branches , convert bank leads into sales . Relationship Management Cross Selling Required Candidate profile Looking graduates with minimum 6 months of sales exp in Insurance / banking / financial products Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com
Posted 3 days ago
1.0 - 6.0 years
3 - 4 Lacs
Kochi/ Cochin, Cannanore/ Kannur, Pathanamthitta
Work from Office
Relationship Manager / Senior RM with AGEAS FEDERAL Life Insurance Company - Bancassurance Channel CTC : 3 - 4.5 Lakhs + incentives Handle 2 to 3 bank branches , convert bank leads into sales . Relationship Management Cross Selling Required Candidate profile Looking graduates with minimum 6 months of sales exp in Insurance / banking / financial products Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com
Posted 3 days ago
1.0 - 6.0 years
2 - 4 Lacs
Kochi/ Cochin, Kasargode, Malappuram
Work from Office
Relationship Manager / Senior RM with Edeelweiss Tokio Life Insurance Company - Bancassurance Channel - ESAF bank CTC : 2.5 - 4 Lakhs + incentives Handle 2 to 3 ESAF bank branches , convert bank leads into sales Relationship Management Cross Selling Required Candidate profile Looking graduates with minimum 6 months of sales exp in Insurance / banking / financial products Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com
Posted 3 days ago
1.0 - 6.0 years
3 - 5 Lacs
Kochi/ Cochin, Kasargode, Kannur
Work from Office
Relationship Manager / Senior RM with AXIS MAX Life Insurance Company - Bancassurance Channel CTC : 3 - 4.5 Lakhs + incentives Handle 2 to 3 bank branches , convert bank leads into sales . Relationship Management Cross Selling Required Candidate profile Looking graduates with minimum 6 months of sales exp in Insurance / banking / financial products Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com
Posted 3 days ago
2.0 - 4.0 years
20 - 25 Lacs
Ambala
Work from Office
Job Description Job Title Associate Sales Manager Location Branch Name (as per requirement) Department Bancassurance Function Bancassurance YBL - Sales Reporting to Center Manager Band 5A Function Summary 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 This role involves establishing and strengthening relationships with branch managers and staff to generate leads, the candidate will actively participate in branch activities. The incumbent will be responsible for closing sales and ensuring follow-up on issuance. A key aspect of the role is to increase the bank s customer awareness about life insurance solutions and achieve targeted penetration of cross-sell within the branch s customer base. The candidate will effectively drive reward and recognition programs for bank staff and regularly train them on life insurance concepts and new product introductions. 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 2 to 4 years of experience in sales Good communication skills - English regional language (preferred) Age group 22-28 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 - Sales Reporting to Center Manager Band 5A Function Summary 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 This role involves establishing and strengthening relationships with branch managers and staff to generate leads, the candidate will actively participate in branch activities. The incumbent will be responsible for closing sales and ensuring follow-up on issuance. A key aspect of the role is to increase the bank s customer awareness about life insurance solutions and achieve targeted penetration of cross-sell within the branch s customer base. The candidate will effectively drive reward and recognition programs for bank staff and regularly train them on life insurance concepts and new product introductions. 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 2 to 4 years of experience in sales Good communication skills - English regional language (preferred) Age group 22-28 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
Posted 4 days ago
2.0 - 4.0 years
20 - 25 Lacs
Kodarma
Work from Office
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
Posted 4 days ago
2.0 - 4.0 years
20 - 25 Lacs
Dibrugarh
Work from Office
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
Posted 4 days ago
4.0 - 8.0 years
9 - 13 Lacs
Kolkata
Work from Office
Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines.
Posted 4 days ago
7.0 - 12.0 years
15 - 30 Lacs
Kolkata, Ahmedabad, Mumbai (All Areas)
Work from Office
Role & responsibilities Dealing with HNI & Ultra HNI Clients . Cross Sell the products . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross – sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by Preferred candidate profile
Posted 4 days ago
1.0 - 6.0 years
3 - 6 Lacs
Chennai, Coimbatore, Bengaluru
Work from Office
Age: 22- 38 years Education: Graduation in any stream Minimum Sales Experience: 1 Year to 6 years BFSI sector candidates will be preferred more Interested candidates can call HR Varun- 9310054306/ Whatsapp Resume
Posted 4 days ago
1.0 - 2.0 years
3 Lacs
Tiruchirapalli
Work from Office
Job Description Job Code Position Relationship Associate Reporting To Department Axis Function Axis Sales Location Band 5 We Stand for Caring An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them. Collaboration A value which is all about being boundary-less in approach by going beyond one s direct responsibilities to achieve functional and organizational goals. It is about believing creating opportunities for self and others to improve working relationships. Customer Obession It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight. Growth Mindset A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts demonstrate courage to achieve exceptional results. It is about seeking creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture. Job Summary NA Key Responsibilities/ Key Deliverables 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- WPC - Plan v/s Actual- as per target assigned Seller Activation- BDE Seller Activation (%) - Plan v/s Actuals FDO Seller Activation (%) - Plan v/s Actuals Persistency- Plan vs Achievement Job Specifications 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 Knowledge Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Additional Information (Optional) NA Job Description Job Code Position Relationship Associate Reporting To Department Axis Function Axis Sales Location Band 5 We Stand for Caring An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them. Collaboration A value which is all about being boundary-less in approach by going beyond one s direct responsibilities to achieve functional and organizational goals. It is about believing creating opportunities for self and others to improve working relationships. Customer Obession It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight. Growth Mindset A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts demonstrate courage to achieve exceptional results. It is about seeking creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture. Job Summary NA Key Responsibilities/ Key Deliverables 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- WPC - Plan v/s Actual- as per target assigned Seller Activation- BDE Seller Activation (%) - Plan v/s Actuals FDO Seller Activation (%) - Plan v/s Actuals Persistency- Plan vs Achievement Job Specifications 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 Knowledge Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Additional Information (Optional) NA
Posted 4 days ago
1.0 - 2.0 years
3 - 4 Lacs
Coimbatore
Work from Office
Job Description Job Code Position Sales Manager - Bancassurance Reporting To Department Axis Function Axis Sales Location Band 5 A We Stand for Caring An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them. Collaboration A value which is all about being boundary-less in approach by going beyond one s direct responsibilities to achieve functional and organizational goals. It is about believing creating opportunities for self and others to improve working relationships. Customer Obession It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight. Growth Mindset A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts demonstrate courage to achieve exceptional results. It is about seeking creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture. Job Summary NA Key Responsibilities/ Key Deliverables 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- WPC - Plan v/s Actual- as per target assigned Seller Activation- BDE Seller Activation (%) - Plan v/s Actuals FDO Seller Activation (%) - Plan v/s Actuals Persistency- Plan vs Achievement Job Specifications 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 Knowledge Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Additional Information (Optional) NA Job Description Job Code Position Sales Manager - Bancassurance Reporting To Department Axis Function Axis Sales Location Band 5 A We Stand for Caring An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them. Collaboration A value which is all about being boundary-less in approach by going beyond one s direct responsibilities to achieve functional and organizational goals. It is about believing creating opportunities for self and others to improve working relationships. Customer Obession It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight. Growth Mindset A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts demonstrate courage to achieve exceptional results. It is about seeking creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture. Job Summary NA Key Responsibilities/ Key Deliverables 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- WPC - Plan v/s Actual- as per target assigned Seller Activation- BDE Seller Activation (%) - Plan v/s Actuals FDO Seller Activation (%) - Plan v/s Actuals Persistency- Plan vs Achievement Job Specifications 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 Knowledge Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Additional Information (Optional) NA
Posted 4 days ago
1.0 - 2.0 years
3 - 4 Lacs
Erode
Work from Office
Job Description Job Code Position Sales Manager - Bancassurance Reporting To Department Axis Function Axis Sales Location Band 5 A We Stand for Caring An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them. Collaboration A value which is all about being boundary-less in approach by going beyond one s direct responsibilities to achieve functional and organizational goals. It is about believing creating opportunities for self and others to improve working relationships. Customer Obession It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight. Growth Mindset A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts demonstrate courage to achieve exceptional results. It is about seeking creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture. Job Summary NA Key Responsibilities/ Key Deliverables 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- WPC - Plan v/s Actual- as per target assigned Seller Activation- BDE Seller Activation (%) - Plan v/s Actuals FDO Seller Activation (%) - Plan v/s Actuals Persistency- Plan vs Achievement Job Specifications 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 Knowledge Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Additional Information (Optional) NA Job Description Job Code Position Sales Manager - Bancassurance Reporting To Department Axis Function Axis Sales Location Band 5 A We Stand for Caring An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them. Collaboration A value which is all about being boundary-less in approach by going beyond one s direct responsibilities to achieve functional and organizational goals. It is about believing creating opportunities for self and others to improve working relationships. Customer Obession It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight. Growth Mindset A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts demonstrate courage to achieve exceptional results. It is about seeking creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture. Job Summary NA Key Responsibilities/ Key Deliverables 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- WPC - Plan v/s Actual- as per target assigned Seller Activation- BDE Seller Activation (%) - Plan v/s Actuals FDO Seller Activation (%) - Plan v/s Actuals Persistency- Plan vs Achievement Job Specifications 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 Knowledge Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Additional Information (Optional) NA
Posted 4 days ago
1.0 - 2.0 years
3 - 4 Lacs
Tiruchirapalli
Work from Office
Job Description Job Code Position Sales Manager - Bancassurance Reporting To Department Axis Function Axis Sales Location Band 5 A We Stand for Caring An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them. Collaboration A value which is all about being boundary-less in approach by going beyond one s direct responsibilities to achieve functional and organizational goals. It is about believing creating opportunities for self and others to improve working relationships. Customer Obession It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight. Growth Mindset A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts demonstrate courage to achieve exceptional results. It is about seeking creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture. Job Summary NA Key Responsibilities/ Key Deliverables 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- WPC - Plan v/s Actual- as per target assigned Seller Activation- BDE Seller Activation (%) - Plan v/s Actuals FDO Seller Activation (%) - Plan v/s Actuals Persistency- Plan vs Achievement Job Specifications 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 Knowledge Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Additional Information (Optional) NA Job Description Job Code Position Sales Manager - Bancassurance Reporting To Department Axis Function Axis Sales Location Band 5 A We Stand for Caring An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them. Collaboration A value which is all about being boundary-less in approach by going beyond one s direct responsibilities to achieve functional and organizational goals. It is about believing creating opportunities for self and others to improve working relationships. Customer Obession It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight. Growth Mindset A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts demonstrate courage to achieve exceptional results. It is about seeking creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture. Job Summary NA Key Responsibilities/ Key Deliverables 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- WPC - Plan v/s Actual- as per target assigned Seller Activation- BDE Seller Activation (%) - Plan v/s Actuals FDO Seller Activation (%) - Plan v/s Actuals Persistency- Plan vs Achievement Job Specifications 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 Knowledge Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Additional Information (Optional) NA
Posted 4 days ago
1.0 - 6.0 years
3 - 4 Lacs
Jagdalpur, Raigarh, Wardha
Work from Office
Job Responsibilities : - take follow-up on the leads given by the branch - detailed explanation of products to the customers - set up a meeting with potential / existing clients - involves field work Required Candidate profile Criteria: - Graduation is a must - Age must be in between 21-38 - Minimum 6 months of work experience - BFSI work experience preferred
Posted 4 days ago
1.0 - 5.0 years
2 - 3 Lacs
Ahmedabad, Surat, Vadodara
Work from Office
Post : Branch Banking Sales Manager • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile Graduate required Must have 1 year of experience in Banking / Finance / Insurance Sector Good communication skills More info. Call OR WhatsApp : 9712240981 HR Asha Perks and benefits Hike + Incentives + PF + Promotions + Insurances
Posted 4 days ago
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Branch banking jobs in India offer a wide range of opportunities for job seekers in the financial sector. With the growth of the banking industry in the country, there is a constant demand for skilled professionals to work in branch operations, customer service, sales, and more. If you are considering a career in branch banking, here is an overview of the job market in India to help you navigate your job search.
These cities are known for their thriving banking sectors and offer numerous job opportunities for branch banking professionals.
The average salary range for branch banking professionals in India varies based on experience and location. Entry-level positions such as Customer Service Representatives or Relationship Managers can expect to earn between INR 3-5 lakhs per annum, while experienced Branch Managers or Regional Heads can earn upwards of INR 10-15 lakhs per annum.
In branch banking, a typical career path may include roles such as Customer Service Representative, Relationship Manager, Assistant Branch Manager, Branch Manager, and Regional Head. Advancement in this field often depends on performance, experience, and additional qualifications such as an MBA or certifications in banking.
In addition to knowledge of banking operations and customer service, branch banking professionals are often expected to have skills in sales, relationship management, financial analysis, and compliance. Strong communication skills, problem-solving abilities, and a customer-centric approach are also highly valued in this field.
As you explore job opportunities in branch banking in India, remember to showcase your skills, experience, and passion for the industry during interviews. By preparing thoroughly and applying confidently, you can set yourself on a path to a successful career in branch banking. Good luck with your job search!
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