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. Preferred candidate profile

Role & responsibilities The HNI (High Net worth individuals) relationship manager is accountable for a portfolio of High - Net worth Clients, integrating and coordinating all Banks Group products, services and resources in order to maximize the value of the business relationship and ensure profitability for the Bank and the Client Managing the banking and investments relationship with Au Royale clients and responsible for overall growth of Liabilities & Investment business from HNI segment. • Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer, • Proactively and timely identifies potential problem accounts and formulates appropriate risk • Mitigating strategies. • Manage customer migration between segments, sub-segments and the HNI business. • Grow portfolio profitability through the utilization of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels. • Develop, manage, and expand Au Royale customer relationships by providing service level which exceeds client expectations of most important customer segment • Ensure all sales activity is recorded online as per the organizational process (CRM) • Develops new and expands existing High Net worth Customer relationships for liabilities and retail assets • Informs customers about new products or product enhancements to further expand the banking relationship • Capture and maximize the business opportunity through detailed client profiling as per organizational process (CRM) Preferred candidate profile

Role & responsibilities : Functional Competencies: Experience in heading a branch with responsibility, overseeing daily operation in the branch and ensuring service quality standards are maintained. Knowledge of Branch Banking compliance and processes. Job Responsibilities : Financial Responsibilities: Devise action plan for the Branch and ensure that Liability business (Book size of CASA, yield, fee-based income and Business quality) targets for the Branch is met. Effectively manages the sales and service environment of the branch. Actively identifies and establishes the business relationship with retail customers. Strategize sales direction for cross selling and sales planning for the area of function. Monitor and improve sales productivity. Responsible for organizing various sales campaign / promotions in the area of function. Achieving Business targets on book size, yield, fee-based income and customer quality for the functional area. Leading the team of the branch to achieve the profit targets. Support an environment that promotes providing a level of care that makes customers feel welcomed, significant and engaged. Non Financial Responsibilities: Coordinate with BOSM and Team Leaders for developing Business. Customer centric approach and deepening the customer relationships. Supervise the day to day functions of the branch including vault, drawer and ATM balancing. Overseeing teller and customer service duties, assisting with customers transactions. Provide guidance and support for new product launches. Ensure Business Turn Around Time (TAT) superior to competition inline with the standards laid down for the Bank. Monitoring and controlling cost of acquisition of local Sales Channel/ FOS, Branch expenditures, Manage Branch Administration. Ensure ethical practices in acquisition and servicing. Monitor performance of branch on a weekly basis viz. in terms of business targets achieved. Responsible for efficient operations, customer service and marketing for all retail banking products. Develop alternative channels for CASA business sourcing. Proactively seeks solutions that benefit the customer and the bank. People Management: Manpower planning for branch staff and performance appraisal. Improve efficiency and productivity of Staff, Turn-Around-Time, etc. of the Branch. Ensure full team is committed and customer focused in their approach. Achieve high employee satisfaction and retention of good performers and manage attrition through motivation and job satisfaction. Identify and carry out all actions/ activities related to business growth. Train the Branch staff at periodic intervals in new products, features and competition. Assist in devising and implementing a customer acquisition and retention programme. Compliance & Risk Responsibilities : Adhere to regulatory compliance and bank's policies and procedures, bank's code of conduct and ensure to comply all. Taking the responsibility of bank's information - No third party info disclosure, verbal, written, soft copy, mail any way. Address critical issues and potential conflicts in a candid and timely manner.

JD Financial Responsibilities: - Devise action plan for the Branch and ensure that Liability business (Book size of CASA, yield, fee-based income and Business quality) targets for the Branch is met. - Effectively manages the sales and service environment of the branch. - Actively identifies and establishes the business relationship with retail customers. - Strategize sales direction for cross selling and sales planning for the area of function. Monitor and improve sales productivity. - Responsible for organizing various sales campaign / promotions in the area of function. - Achieving Business targets on book size, yield, fee-based income and customer quality for the functional area. Leading the team of the branch to achieve the profit targets. - Support an environment that promotes providing a level of care that makes customers feel welcomed, significant and engaged. Non Financial Responsibilities: - Coordinate with BOSM and Team Leaders for developing Business. - Customer centric approach and deepening the customer relationships. - Supervise the day to day functions of the branch including vault, drawer and ATM balancing. Overseeing teller and customer service duties, assisting with customers transactions. - Provide guidance and support for new product launches. - Ensure Business Turn Around Time (TAT) superior to competition inline with the standards laid down for the Bank. - Monitoring and controlling cost of acquisition of local Sales Channel/ FOS, Branch expenditures, Manage Branch Administration. - Ensure ethical practices in acquisition and servicing. - Monitor performance of branch on a weekly basis viz. in terms of business targets achieved. - Responsible for efficient operations, customer service and marketing for all retail banking products. - Develop alternative channels for CASA business sourcing. - Proactively seeks solutions that benefit the customer and the bank. People Management: - Manpower planning for branch staff and performance appraisal. - Improve efficiency and productivity of Staff, Turn-Around-Time, etc. of the Branch. - Ensure full team is committed and customer focused in their approach. - Achieve high employee satisfaction and retention of good performers and manage attritions through motivation and job satisfaction. - Identify and carry out all actions/ activities related to business growth. - Train the Branch staff at periodic intervals in new products, features and competition. - Assist in devising and implementing a customer acquisition and retention programme. Compliance & Risk Responsibilities : - Adhere to regulatory compliance and bank's policies and procedures, bank's code of conduct and ensure to comply all. - Taking the responsibility of bank's information - No third party info disclosure, verbal, written, soft copy, mail any way. - Address critical issues and potential conflicts in a candid and timely manner. ApplySave

Good day !! Hiring for Business development executive role Location Coimbatore (Saibaba colony,Narasimmanaickenpalayam),Trichy Job responsibilities : Financial Responsibilities : Acquisition of CASA & liabilities a/c from cold calling, market reference. Non-Financial Responsibilities : Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets. Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base. Responsible for acquiring new customers through multiple channels campaigns, branch walk ins, referrals from existing customers, through industry bodies and associations and through running industry Achieving overall numbers and value targets as per scorecard. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers Required Candidate profile Applicable for both Male/Female candidates Two wheeler must. Minimum 1 yr experience in sales in Banking or Insurance Age limit 30yrs. No Employment gap. No:272 B, VKS Complex, NSR Road, Saibaba Colony, Coimbatore-641025 Contact person Keertheeswarn K - HR Interested candidates pls share your updated resume along with the below details to keertheeswaran.k@janabank.com Role Applied for : Current Location : Current/Previous Organisation name : Current CTC : Currently working : Y/ N Overall experience : Having Banking Experience : Y/N Having liability Experience : Y/N Qualification : DOB & Age : Interested in sales : Y/N Currently working : Y/N Regards, HR Team

About The Role : Job Title Private Banking Advisor, Associate LocationMumbai, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Acquisition Assist Head RM in executing successful micro-events for acquisition of new clients. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers Relationship Building / Deepening / Cross Sell Ensure consistent growth of the Savings portfolio. Work closely with the Head RM to establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book i.e. AUM. Build a robust momentum with regard to the third party distribution (insurance, auto loans, and mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Ensure Risk Profiling is done for each customer. Implement customer contact programs to ensure their share of wallet with the bank increases. Close monitoring of average revenue per customer. Retention Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers. Risk Management & Governance Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk,Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time. Provide regular feedback on the changing customer needs to the Product team and Service Quality team. Optimum usage of db Financial Planning Tool. Any suspicious transaction to be immediately reported to the Area Manager. Promotion of Alternate Channels. Increase customer contact ability by capturing email address and mobile number. Your skills and experience The candidate should have experience in servicing or sourcing clients of 20 lacs+ relationship. Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background. Candidate should have excellent communication in English and well groomed. Minimum qualificationrequired is Graduation. Minimum Exp should be 6 12 Years in relevant field. How we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

Role & responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.• Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential Yes HNI/NRI Relationships. Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. Can share your Profiles on - Share CV on chinar.soni@v-konnect.com OR can also Whatsapp on 9646816489

Role & responsibilities Position: Wealth Manager Job Description: Dealing with HNI /Retail 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 showcasing our products and features and generate leads. Preferred candidate profile

Greetings from HDFC Bank! HDFC Bank is hiring for the job role Customer Care Executive(CCE), Personal Banker, PB-TA for Prayagraj & Chitrakoot Location in Retail Branch Banking Vertical. Interested and suitable candidates can appear in the scheduled drive for interview. Number of Vacancies- 20 Job Specification & Skills Required Generate business and cross-selling & up-selling of banking products. Managing & Increasing portfolio of existing mapped customers. Relationship Management with our valued preferred customers. Branch Ops and Audit Compliance Graduates ( Any Stream ) from accredited Universities Good communication skills, Influencing & interpersonal skills Good knowledge of banking products & process Proactive & focused approached Work Experience 2 - 4 years of experience in banking and sales Graduation (Any stream) Knowledge of basic banking functions. Interview Date- May 31, 2025 ( Saturday) Timings 11 AM to 2 PM Mandatory docs Updated CV/Resume Venue- HDFC Bank, Civil Lines, Near Heera Halwai Crossing, Prayagraj(UP) Profile- Retail Branch Banking(RBB)

* Field sales CASA/Branch banking/liabilities/portfolio management/cross sale banking products. Selling third party products ( health insurance,life insurance, mutual funds) 1 yrs - 8 yrs All Gurgaon & delhi Required Candidate profile * Good communication skills. * Comfortable working in a full-fledged sales profile * Customer orientation. *Responsible for sourcing High-Value CASA customers.

Channel : Bancassurance (Life Insurance) Bank - Equitas Experience : Minimum 1 yrs of Sale exp in Insurance/ BFSI with Life Insurance knowledge is must. Role & responsibilities: To drive business through Channel Partners branch staff and distribution network. To generate leads through activities and use enablers for lead generation To provide after sales service and do upselling with the existing customers To ensure 100% branch staff activation every quarter Candidate's Profile 1. Minimum 1 yr of Life Insurance sales experience/BFSI/NBFC ( Good awareness about Life insurance industry is must) 2. Should be a graduate. 3. Should have a two wheeler 4. Lesser notice period candidates & immediate joiners are very much welcome. CTC max up to 3.75 L apart from TA & incentives. Level upgrade & Salary increment without probation period. Opportunities for international trips on the target achievement. Job Location We are hiring for Relationship Manager/ Senior Relationship Manager (Equitas bank Channel - Life Insurance sales) for the below locations. Puddukottai&Rajapalyam **Interested candidates can share the CVs with me on 9608607032(Or) zakiya.zeenat@edelweisslife.in Grab the opportunity !! Thanks & Regards, zakiya zeenat HR - Talent Acquisition Reference code Mailing Zakiya zeenat Equitas

Job Role & Location- PB Sales - Min. 1 years of experience is required or fresher can apply who wants to start career in banking sales role PB Classic - Min. 3 years of experience is required PRM/CARM - Min. 5 years of experience is required Walk in Drive Details Date : 2nd June'25 Time :12 to 4 PM Venue : Hdfc Bank Ltd, Ground Floor, Shop No 4 , 5 And 6, Shivalik Shilp 2 , Near Keshavbaug , Vastrapur - Ahmedabad Those who are interested can share their Resume on below mail ID bihola.jagruti@hdfcbank.com and sunil.maheshkar@hdfcbank.com While sharing resume, please mention interested location and Job role.

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

A CASA Sales Officer is primarily responsible for acquiring new customers for Current Account and Savings Account services in banks. They conduct market research to identify prospective customers, develop relationships with potential clients

Roles and Responsibilities Manage relationships with existing clients to increase sales and cross-sell products. Identify new business opportunities through telecalling and virtual relationship management. Develop and maintain a strong understanding of client needs to provide tailored solutions. Meet or exceed monthly targets for sales performance. Desired Candidate Profile 1-3 years of experience in BFSI industry, preferably in Banca or Branch Banking. Strong knowledge of Sales Life Insurance, VRM (Virtual Relationship Management), Telecalling, Cross Selling, and B2B sales principles. Excellent communication skills with ability to build rapport with clients over phone calls.

Job Responsibilities: - Liaising with customers form portfolio - Acquire new customers who meet product criteria - Regular interaction with the customer to build rapport to understand and update the profile. - Enhance the Overall value/book size of the portfolio - Maintain the overall quality / hygiene parameters of the portfolio - Cross selling products of the bank based on the customer need - Joint calls being done along with Supervisor as per defined process - Advisory services to be offered based on the requirement in coordination with PBG. - Attrition control of customers - Achieving MTD and YTD Revenue Targets - Operations, Marketing & Processes - Increase in wallet share - Product Penetration & contribution towards focused product - Customer Service

10+ years of Banking experience 4yr as a BM Experience in heading a retail banking branch with responsibility overseeing daily operation in the branch and ensuring service quality standards are maintained Manage Branch Administration Audit Compliance Required Candidate profile Knowledge of Branch Banking operations compliance and processes Team Management Leadership skills Monitoring and controlling cost of acquisition of local Sales Channel/ FOS increase branch book size Perks and benefits Best in Banking Industry*

We are hiring for CASA sales officer for one of leading Pvt Bank in Odisha. Candidates having experience in field sales having own Two wheeler and Valid Drive licence can share the resume. Graduates available for Immediate joining are prefered.

Channel : Bancassurance Ban k - Catholic Syrian Bank Experience : 1 - 8 yrs Role & responsibilities: To drive business through Channel Partners branch staff and distribution network. To generate leads through activities and use enablers for lead generation To provide after sales service and do upselling with the existing customers To ensure 100% branch staff activation every quarter To train and skill partner staff on need based selling and product sales pitch To ensure 100% of branches with Min of 2-3 SP license holders and support them with the same to drive business target achievement Profile : Sales Manager If your Interested; Kindly WhatsApp your resume to 9080833389 (Or) Mail ID : v.logeshwari@edelweisslife.in Thanks & Regards V Logeshwari Human Resource

Candidate needs to minimum 6 months of banking sales experience. Candidates with BFSI experience will be preferred Candidates with Life Insurance experience will be preferred Interested candidates can call HR JYOTI- 9266056478/Whatsapp resume.

Roles and Responsibility: - Managing the life insurance sales through assigned Bank Branches. - Coordinating between Bank and company from Lead generation to policy conversion. - Follow up with Operations and Training the Lead Generators of Banks. Required Candidate profile Note:- - Any graduate - Need at-least 1 year of sales experience - Age must be 21-38

Banca Channel, Team handling of atleast 1-2 yrs responsible for Training, hand holding the team building relationship. responsible for achieving the sales target and maintain quality. Min. 5 yrs in LI & stability required of 2 yrs in current company

Post : Sales Executive • Responsible for lead generation and opening CASA Accounts • Achieving the Sales target by Branch Manager or reporting Manager • Good Network and corporate relations • Good knowledge of Geographical area Required Candidate profile Graduation Must Fresher Can Apply Good Communication skills WhatsApp your resume on Mob : 74909 71634 HR Mahek Perks and benefits Incentive + PF + Mobile with Several

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just right for you. Job Purpose Differentiated Customer Experiences Leading through Service Job Duties responsibilities Ensure each client escalation is owned and closed within 24 hours. In case of exceeding 24 hours TAT, client is informed on a periodic basis by yourself on delay and resolution date. Adhering to the Service Management Principles: Increase client interactions and ensure that they are handled as per the RED Service standards Mandatory 100% coverage and contact-ability of all clients under various service led campaigns in CRM 100% mandatory coverage of all qualified Treasures every quarter Ensure 100% implementation of CBG Client Contact Management Policy Ensure 20 Unique clients are covered every month under CCM, and details updated in CRM or as per applicable target. Requirements: Minimum 4-5 years of front line client experience with a leading bank or financial institution. Education / Preferred Qualifications Graduate/Postgraduate Core Competencies Take ownership and be accountable for all customer issues: updating CRM, end to end customer complaint journey management; first time resolution, doing things right the first time- Embed the service culture for all customer touchpoints particularly complaint resolution and client communication Support the sales team to acquire 60% of the customers digitally IWealth, Pweb, etc. Ensure risk and governance factors of the branch are always monitored and addressed. Potential breaches must be highlighted immediately Increase customer satisfaction scores - Minimum CSS and Problem Resolution scores of 4.1 for the Cluster, brand awareness and customer preference indicators Support the CSOs (Client Service Officers) on daily BAU as per requirement Co-ordinate with support functions for ad-hoc banking related requirement received from clients Customer service lobby management (client walk-ins) for mapped branches Maintain and grow relationships with each Treasure client by ensuring and establishing individual connect outside of CCM Account Opening and static data STP to be maintained at >80% or as per targets decided by Senior Management. Resolution of 95% of branch requests and enquiry within stipulated TATs Ensure resolution of 100% complaints within 1 day Technical Competencies Should have knowledge on banking terminologies, branch banking processes, digital banking, UPI Preferred to have working experience on CRM applications Should be well versed with MS -Office applications like WORD, EXCEL, POWER POINT Work Relationship Complete all pending risk reviews, CRM, AML, Re-KYC, EWSS Surveillance alerts and ensuring no alerts remain over-due. Ensure on time calling for all I-Wealth leads Ensure TRE and Global Indian clients are given priority processing and attention Ensure timely closure of Deferrals taken within the stipulated timelines

1) Job Purpose To build and maintain strong progressive partnership with the Bank in the assigned Cluster, by supporting and contributing to bank partner s strategy, adhering to the bank s norms and agreed guidelines, achieving operational excellence thereby delivering best in class pre and post sales and support services, ensuring speed in delivery and achieving ABSLI s business targets and promoting business growth. 2) Dimensions What are the areas (in quantitative terms) the job has an impact on? Dimension Remarks 1. Manpower Spread across the dedicated Cluster 2. Branch Spread Retail 3) Job Context & Major Challenges (What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone? Job Context: Bancassurance is the insurance distribution model wherein the bank allows an insurance company to sell its products to the bank s client base. ABSLI tied up with AXIS Bank in March 2024 to sell its insurance products through the Branch Banking. Open Architecture model empowers the customers now to select their Life insurance plans from more than one insurer as per their choice at competitive prices. It also lowers chances of Mis selling, with the intervention of multiple regulators like Reserve Bank of India (RBI) and Insurance Regulatory and Development Authority of India (IRDAI). 4) Principal Accountabilities Accountability Supporting Actions Business Targets To achieve Business Targets on focused Business parameters like premium, SP/branch activisation, product mix and Persistency thereby contributing to the overall Business Growth and profitability. Build effective relationship with the bank partner and become their first preferred insurer Plan and achieve business targets through the team of FLS and SPs in the bank Ensure to increase SP Activisation and selling of greater NOPs through the Team of FLS for greater distribution of ABSLI products Ensure selling of right Product Mix as defined by the organisation to achieve overall business growth and profits. Identify and implement new business opportunities within the allocated area to enhance penetration Implement activities / programs designed at the organisational level to build great visibility, promote branding, and strengthen our relationship with the bank. Train and appraise the bank staff on ABSLI products thereby creating a mind space and easy recall for them. Ensure right method of business acquisition and absolutely 0 % mis selling Pre and Post-Sales Support and Service: To provide efficient and best in class, competitive products and services to both the Bank partner and customers Enable the Team of FLS to independently sell ABSLI products by mapping customer needs correctly Support the team of FLS on closing critical Sales call by demonstrating and mentoring them. Support and guide the FLS Team to ensure smooth functioning of the internal cross functional Teams and help them to overcome any roadblocks in policy logging and issuance Train the team of FLS to carry out end to end process of policy logging and issuance first time right to ensure speedy delivery and 0% leakage Establish efficient methods to respond to customer queries and maintain persistency levels. Enable Team to cross sell and Upsell ABSLI products as per the customer requirements Partner relationship Management: To build and strengthen the relationship with the partner bank and become their preferred partner To be equipped with Bank s product ranges and their key features along with the ABSLI products Develop a Team who can support the bank in meeting their business targets Pay regular visits to bank branches and meet bank partners. Design differential strategies to gain mindshare and product mix basis the potential of the branch Help the Bank branches to increase their overall LI pie Liaison with our Regional and Zonal Training Team and ensure periodic product training and branding within the branch for bank staff as well as FLS Team Design and launch various contests and appreciation platforms for the bank staff to achieve higher engagement People Development: To build a highly motivated and productive team. Attract, Recruit and Retain Talent in the market, ensure proper handholding and support is provided to the Team. Review and Monitor Team s performance daily, mentor the FLS in the Middle and Low Performance Bucket, encourage and motivate to do well. Co-create and implement recognition platforms in order to build a capable and motivated team within the Cluster Ensure to provide constructive and efficient feedback to the Team and boost their morale for sales To ensure performance spread in the Team, thereby creating opportunities for qualifying various R and R contests and initiatives as well as enabling team members to earn incentives and stay motivated. Focus on Business Quality and Profitability Achieve Business profitability by focusing on renewals, quality of business and managing costs Ensure achievement of profitability and persistency targets for the relationship in the designated zones Manage expenses within allowable expense gap Plan and manage the renewals and ensure adequate focus is maintained by the sales Team on persistency Ensure Business Leakage is within allowable limits. Focus and Monitor Product Mix within the Circle, to achieve Channel Targets 5) Job Purpose of Direct Reports To represent ABSLI at the designated branches and is responsible for sales performance, acquisition of new business and relationship management in the assigned area / branches. 6) Relationships (If Applicable) Internal Frequency Nature FLS (Team) Training Team Operations HR Daily As and when required Daily Regularly Reporting, Coaching, Counselling, Review their Sales Calls, etc. Discuss training and counselling needs for the Cluster and co-create interventions Collaborate for policy log in and issuance Hire, Retain, Counsel Team Members on various issues External Frequency Nature SPs Branch manager Cluster Head Regularly Regularly Regularly Connect & Encourage Relationship Building, Discuss new products and their features Collaborate to meet Business Targets, solve any issues, respond to any escalations by the bank 7) Organizational Relationships SIGN-OFF Signature Name Date Qualifications: Graduate Minimum Experience Level: 2-5 Years Report to: Deputy Chief Manager