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

Role Summary : Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations. D Key Result Areas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree and implement short term and long term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Relationship Management Managing the relationship between internal team and channel partner so as to Foster sales for the company and m maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers To maintain the desired persistency ratio Prompt post-sales service with respect to all domains Strategize and interact closely with the RM on business plan execution Ensure Compliance Ensure compliance to internal sales process & other compliance standards Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. E Skills Required Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness Self management Problem solving skills Peer level co-ordination and influencing skills Qualification Graduate Post-Graduate Experience 1 - 3 years in Sales (Insurance / Financial Service Background) Age Below or 30 years

Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree and implement short term and long term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Relationship Management Managing the relationship between internal team and channel partner so as to Foster sales for the company and m maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers To maintain the desired persistency ratio Prompt post-sales service with respect to all domains Strategize and interact closely with the RM on business plan execution Ensure Compliance Ensure compliance to internal sales process & other compliance standards Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. E Skills Required Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness Self management Problem solving skills Peer level co-ordination and influencing skills Qualification Graduate Post-Graduate Experience 1 - 3 years in Sales (Insurance / Financial Service Background) Age Below or 30 years

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role The Branch Operations Head (BOH) manages the customer sales officers and tellers of a branch and ensures efficient daily operations of the branch along with implementing strategies to increase productivity and performance levels in order to achieve the branch s financial targets. The BOH is also responsible for ensuring compliance with the rules, regulations and policies governing the bank Key Responsibilities Ensure administration of the branch by directing daily operations like cash, clearing, transfer, ECS/RTGS/NEFT, SB, CD, FDR, Deposits, account opening and customer service with a team of Tellers and Customer Service Officers. Ensure all customer complaints and issues are resolved maintaining high service standards Establish and strengthen all key customer relationships to generate sustained business Ensure growth in account balances and achievement of aggregate cross sell points target Ensure maintenance of cash balance as per Cash Retention Limit Control and monitor leakage of income, office accounts and anti-money laundering s Ensure compliance with banking rules, regulations and procedures, review vault register and overdue management Review branch operations reports and track exceptional transactions. Handle internal and external audit processes and attend audit queries immediately Ensure that all customer service officers are adequately trained on the products, processes and various policies of the bank Qualifications Optimal qualification for success on the job is: Graduation / Post-Graduation (MBA-Marketing preferred) from a recognized institute NCFM and AMFI Certifications Role Proficiencies For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Knowledge of regulatory guidelines and norms Good communication (both verbal and written) skill in both English and the local language Ability to manage complex client situations Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment Ability to handle pressure and meet deadlines #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply" Refer to the Job Description

Insurance Sales Manager Bank Channel Full Time Employment Information Industry Branch Banking / Bancassurance Jobs Job level Experienced Professional Salary 19,500 - 26,500 /monthly Experience 1 to 3 Years Job type Full Time Alappuzha, Kerala, IN We are hiring an Insurance Sales Manager in Alappuzha to work closely with bank branches, drive insurance sales, and build strong relationships with branch managers and team members. The ideal candidate will be responsible for generating leads, closing sales, and maximizing revenue. Job Title: Insurance Sales Manager Bank Channel Job Location: Alappuzha, Kerala Salary Range: 19500 to 26500 per month + Sales Incentive Job Type: Permanent, Full-time Key Responsibilities: Work with 2-3 assigned bank branches to promote insurance products to bank customers of Alappuzha. Build and maintain strong relationships with Branch Managers and team members to generate leads. Visit all assigned branches in Alappuzha daily to ensure consistent engagement and sales opportunities. Convert leads into successful closures, ensuring maximum revenue generation. Collaborate with the bank s sales team to drive business growth. Industry Functional Area: Industry: Insurance Functional Area: Sales, Retail, Business Development from Alappuzha Job Role Requirements: Job Role: Sales / Business Development Manager, Experience: 1yr+ in Insurance Sales / Banking / Financial Services in Alappuzha , Skills: Strong sales, relationship management, and negotiation skills, Education: Graduate How to Apply: If you have a passion for sales and relationship management in the banking sector, apply now and grow your career in insurance sales from Alappuzha! Share this About CorpZop CorpZop - BFSI Job Portal is a platform that connects job seekers and employers in the banking, financial services, and insurance industries. Relevant jobs from CorpZop Full Time Feb 26, 2025 Agra, Uttar Pradesh, IN 19,500 - 26,500 /Monthly Full Time Feb 26, 2025 Malegaon, Maharashtra, IN 19,500 - 26,500 /Monthly Full Time Feb 26, 2025 Ahmedabad, Gujarat, IN 19,500 - 26,500 /Monthly Full Time Feb 26, 2025 Manjeri, Kerala, IN

Insurance Sales Manager Bank Channel Full Time Employment Information Industry Branch Banking / Bancassurance Jobs Job level Experienced Professional Salary 19,500 - 26,500 /monthly Experience 1 to 3 Years Job type Full Time Ajmer, Rajasthan, IN We are hiring an Insurance Sales Manager in Ajmer to work closely with bank branches, drive insurance sales, and build strong relationships with branch managers and team members. The ideal candidate will be responsible for generating leads, closing sales, and maximizing revenue. Job Title: Insurance Sales Manager Bank Channel Job Location: Ajmer, Rajasthan Salary Range: 19500 to 26500 per month + Sales Incentive Job Type: Permanent, Full-time Key Responsibilities: Work with 2-3 assigned bank branches to promote insurance products to bank customers of Ajmer. Build and maintain strong relationships with Branch Managers and team members to generate leads. Visit all assigned branches in Ajmer daily to ensure consistent engagement and sales opportunities. Convert leads into successful closures, ensuring maximum revenue generation. Collaborate with the bank s sales team to drive business growth. Industry Functional Area: Industry: Insurance Functional Area: Sales, Retail, Business Development from Ajmer Job Role Requirements: Job Role: Sales / Business Development Manager, Experience: 1yr+ in Insurance Sales / Banking / Financial Services in Ajmer , Skills: Strong sales, relationship management, and negotiation skills, Education: Graduate How to Apply: If you have a passion for sales and relationship management in the banking sector, apply now and grow your career in insurance sales from Ajmer! Share this About CorpZop CorpZop - BFSI Job Portal is a platform that connects job seekers and employers in the banking, financial services, and insurance industries. Relevant jobs from CorpZop Full Time Feb 26, 2025 Agra, Uttar Pradesh, IN 19,500 - 26,500 /Monthly Full Time Feb 26, 2025 Malegaon, Maharashtra, IN 19,500 - 26,500 /Monthly Full Time Feb 26, 2025 Ahmedabad, Gujarat, IN 19,500 - 26,500 /Monthly Full Time Feb 26, 2025 Manjeri, Kerala, IN

Insurance Sales Manager Bank Channel Full Time Employment Information Industry Branch Banking / Bancassurance Jobs Job level Experienced Professional Salary 19,500 - 26,500 /monthly Experience 1 to 3 Years Job type Full Time Muktsar, Punjab, IN We are hiring an Insurance Sales Manager in Muktsar to work closely with bank branches, drive insurance sales, and build strong relationships with branch managers and team members. The ideal candidate will be responsible for generating leads, closing sales, and maximizing revenue. Job Title: Insurance Sales Manager Bank Channel Job Location: Muktsar, Punjab Salary Range: 19500 to 26500 per month + Sales Incentive Job Type: Permanent, Full-time Key Responsibilities: Work with 2-3 assigned bank branches to promote insurance products to bank customers of Muktsar. Build and maintain strong relationships with Branch Managers and team members to generate leads. Visit all assigned branches in Muktsar daily to ensure consistent engagement and sales opportunities. Convert leads into successful closures, ensuring maximum revenue generation. Collaborate with the bank s sales team to drive business growth. Industry Functional Area: Industry: Insurance Functional Area: Sales, Retail, Business Development from Muktsar Job Role Requirements: Job Role: Sales / Business Development Manager, Experience: 1yr+ in Insurance Sales / Banking / Financial Services in Muktsar , Skills: Strong sales, relationship management, and negotiation skills, Education: Graduate How to Apply: If you have a passion for sales and relationship management in the banking sector, apply now and grow your career in insurance sales from Muktsar! Share this About CorpZop CorpZop - BFSI Job Portal is a platform that connects job seekers and employers in the banking, financial services, and insurance industries. Relevant jobs from CorpZop Full Time Feb 26, 2025 Agra, Uttar Pradesh, IN 19,500 - 26,500 /Monthly Full Time Feb 26, 2025 Malegaon, Maharashtra, IN 19,500 - 26,500 /Monthly Full Time Feb 26, 2025 Ahmedabad, Gujarat, IN 19,500 - 26,500 /Monthly Full Time Feb 26, 2025 Manjeri, Kerala, IN

Insurance Sales Manager Bank Channel Full Time Employment Information Industry Branch Banking / Bancassurance Jobs Job level Experienced Professional Salary 19,500 - 26,500 /monthly Experience 1 to 3 Years Job type Full Time Alwar, Rajasthan, IN We are hiring an Insurance Sales Manager in Alwar to work closely with bank branches, drive insurance sales, and build strong relationships with branch managers and team members. The ideal candidate will be responsible for generating leads, closing sales, and maximizing revenue. Job Title: Insurance Sales Manager Bank Channel Job Location: Alwar, Rajasthan Salary Range: 19500 to 26500 per month + Sales Incentive Job Type: Permanent, Full-time Key Responsibilities: Work with 2-3 assigned bank branches to promote insurance products to bank customers of Alwar. Build and maintain strong relationships with Branch Managers and team members to generate leads. Visit all assigned branches in Alwar daily to ensure consistent engagement and sales opportunities. Convert leads into successful closures, ensuring maximum revenue generation. Collaborate with the bank s sales team to drive business growth. Industry Functional Area: Industry: Insurance Functional Area: Sales, Retail, Business Development from Alwar Job Role Requirements: Job Role: Sales / Business Development Manager, Experience: 1yr+ in Insurance Sales / Banking / Financial Services in Alwar , Skills: Strong sales, relationship management, and negotiation skills, Education: Graduate How to Apply: If you have a passion for sales and relationship management in the banking sector, apply now and grow your career in insurance sales from Alwar! Share this About CorpZop CorpZop - BFSI Job Portal is a platform that connects job seekers and employers in the banking, financial services, and insurance industries. Relevant jobs from CorpZop Full Time Feb 26, 2025 Agra, Uttar Pradesh, IN 19,500 - 26,500 /Monthly Full Time Feb 26, 2025 Malegaon, Maharashtra, IN 19,500 - 26,500 /Monthly Full Time Feb 26, 2025 Ahmedabad, Gujarat, IN 19,500 - 26,500 /Monthly Full Time Feb 26, 2025 Manjeri, Kerala, IN

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. Responsibilities Grow income from Mutual fund distribution business (trail revenue) and Asset under Management (AUMs) for the Bank and achieve the same in line with budgets. Conceptualize innovative products leading to overall revenue generation of investment income. Co ordinate with regional team for New product approval, update on various business metrics. Conduct regular Reviews of existing Mutual Fund schemes and provide inputs in Fund selection Process. Prepare effective product updates to be shared with all stakeholders. Creating Product awareness among branches through campaign & providing product training to the branches and relationship managers. Drive MF penetration and increase awareness and activation of Product across channels (including DigiBank) through Intelligent and intuitive marketing and promotion campaigns. Timely roll out of cross-sell campaigns. Support Branches and ensuring Timely resolution of branch & customer queries Closely work with regional and local Marketing team to drive the digital guidance and Investment literacy initiatives, communication of newsletters market insights to customers. Ensure compliance to regulatory guidelines (Internal and External) on a need basis Process streamlining and process improvements Keep track of new and upcoming regulations for various countries Requirements Sales Management: To ensure FY budget achievement in investment(Channelmanagement for Branch banking, Priority Business and others) Monitoring RMs Business productivity, process compliance adherence. Working with Business Analytics team to explore new opportunities for business growth. Supporting Investment counsellors with inputs regarding Products, market, strategic initiative, MIS,Operational aspects etc. Initiating and implementing Marketing campaigns targeting existing and prospective customers for cross sel, Upsell, deeper penetration and strengthening business relationship. Driving sales volume by increasing the number of financial Transactions and non-financial transaction Increase the number of SIP Transactions through the Digital assets and cross sell as well . To increase the number customer retention & acquisition through digital Assets To continuously monitor the sales channel and sales performance for better outcomes for the bank To own and operate training modules for sales channel and do run ebd-to-end MIS Management for sales and processes To act promptly basis channel and customer feedback on journey/process and system. Product Management: To manage demat, ASBA and/or any other product(s) that the Investment Team launches for Treasures customers. To identify opportunities for process improvement and implementation best practices To build understanding of demat, ASBA to make informed decisions. To Integrate within organization, building project along with group synergy and crreate cross-functional tie-ups. To improve sales and operational Journeys for better conversion and customer experience Communication Management: To organise and run sales campaigns, D2C communication and marketing campaigns through digital and offline initiatives. To set up investments in phone banking and VRM channel. Other activities: To liaise with Legal, compliance, Marketing & IT team for timely changes in regulation. Launch of NFO/Product and drive end to end process and implementation. Strategies campaign to support sales team to upscale business. To register and execute legal agreement and renew with help of legal and compliance team. To work with cross-functional teams to improve operational efficiency with timely changes and process updation. To fulfill audit requirement, as and when such requirements arise. To communicate with sales team and provide all tech support with regards to digital assets To be the Process owner and to manage escalations, data and any system changes. Measurement criteria Revenue achievement Timely roll out of cross-sell campaigns Timely resolution of branch & customer queries Branch Support through channel Core Competencies Communication skills Interpersonal Relationship Skills Requisite skills Analytical Skills Good Product Knowledge

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role: The Branch Operations Head (BOH) manages the customer sales officers and tellers of a branch and ensures efficient daily operations of the branch along with implementing strategies to increase productivity and performance levels in order to achieve the branch s financial targets. The BOH is also responsible for ensuring compliance with the rules, regulations and policies governing the bank Key Responsibilities Ensure administration of the branch by directing daily operations like cash, clearing, transfer, ECS/RTGS/NEFT, SB, CD, FDR, Deposits, account opening and customer service with a team of Tellers and Customer Service Officers. Ensure all customer complaints and issues are resolved maintaining high service standards Establish and strengthen all key customer relationships to generate sustained business Ensure growth in account balances and achievement of aggregate cross sell points target Ensure maintenance of cash balance as per Cash Retention Limit Control and monitor leakage of income, office accounts and anti-money laundering s Ensure compliance with banking rules, regulations and procedures, review vault register and overdue management Review branch operations reports and track exceptional transactions. Handle internal and external audit processes and attend audit queries immediately Ensure that all customer service officers are adequately trained on the products, processes and various policies of the bank Qualifications: Optimal qualification for success on the job is: Graduation / Post-Graduation (MBA-Marketing preferred) from a recognized institute NCFM and AMFI Certifications Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Knowledge of regulatory guidelines and norms Good communication (both verbal and written) skill in both English and the local language Ability to manage complex client situations Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment Ability to handle pressure and meet deadlines #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply" Refer to the Job Description

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 RR 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.

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

Dear Candidates !! Greetings from Muthoot Fincorp Ltd !! We have urgent Requirement of Relationship Manager / Sr. Relationship Manager -Wealth Offered CTC- As per market Standards Job Location- Gandhidham Age : Upto 35+ years Minimum Qualifications and Experience: Graduate in any stream 3 to 5 years experience in BFSI/NBFC sector. Key Responsibilities - Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets. Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Build and maintain strong, long-term relationships with high-net-worth clients by understanding their financial goals, needs, and risk tolerance.. Educate clients about market trends, investment options, and financial planning strategies to empower them to make informed decisions. Manage clients' investment portfolios by selecting appropriate asset classes, investment vehicles, and strategies to achieve their financial objectives. Stay updated on financial products and services, including stocks, bonds, mutual funds, alternative investments, and insurance products, to provide informed recommendations. Interested Candidates can share me CV at - eshaa.g@muthoot.com Thanks and Regards, Eshaa Junior Manager- HR eshaa.g@muthoot.com | www.muthoot.com

Greeting from Zurich Kotak General Insurance. Hope you are doing well, and everything is great at your end. We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. To succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams and build relationship with customers. Department : Bancassurance. Designation : Assistant Manager / Deputy Manager. Location: Bengaluru, Delhi Roles and Responsibilities: Achieve the sales targets for the allotted cluster of branch banking team Work closely with bank branches in the specified clusters to identify business opportunities and source Business Training the bank branches on various general insurance products Establish strong business relationship with branch banking team Using the analytics-based inputs to business team to ensure sourcing of business Publishing of business dashboards to measure performance Execution of various projects & initiatives to increase product penetration Execution of campaigns and schemes in liaison with channel partners to push sales, and improve customer base Managing channels and generating business achieving assigned targets. Requirements and skills: Proven experience as a Client Relationship Manager. Experience in bancassurance field is must. Knowledge of customer relationship management (CRM) practices Experience in sales or customer service is preferred Problem-solving attitude Excellent communication skills Aptitude for fostering positive relationships Teamwork and leadership skills. Customer-oriented mindset. Interested candidates can drop your resume on vania.rebello@zurichkotak.com or can apply on this job posting. Thanks & Regards, Vania Rebello. HR Team. Zurich Kotak General Insurance.

Opening for Operations Role for Raipur & Bhilai Branches. Interested candidates please Walkin for interview on 24th March at Raipur branch. 1.Money Officer 2.Branch operations and Service Manager

Job Purpose Qualification: Graduate in any Discipline Relevant Experience: Fresher / 1-3 years of experience in Field Sales (Liability / insurance sales preferred). Functional Competencies: Selling skills, Good communication skills, Fluently speaks and understands local language Job Responsibilities Financial Responsibilities: Customer service attitude, Negotiation & Relationship building Skills. Ability to convince the customers Ability to work under pressure. Job Responsibilities Financial Responsibilities: Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs) 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 (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry. Achieving over all numbers and value targets as per scorecard. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers Compliance & Risk Responsibilities: Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities. Taking the responsibility of bank's information - No third party info disclosure, verbal, written, soft copy, mail any way.

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services About the Role: • As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering banks products, providing service to existing and New-To-bank customers in the branch and adding new customers through referral generation activities and customer visits. • • They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. • • • BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organizations requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, WhatsApp banking wherever possible Key Responsibilities • Offering solutions and Cross selling Banks retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of banks products. Promoting banks products by taking part in marketing activities and customer visits outside the branch. • • • • • • • Contact existing customers for bringing in more deposits and cross selling of banks products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. • • • • • Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in banks CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications: Optimal qualification for success on the job is: • Graduation/ Post-Graduation from a recognized institute Role Proficiencies: For successful execution of the job, the candidate should possess the following: • • • • • Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills

1. Business Growth & Sales Management Drive sales of CASA (Current & Savings Accounts), retail loans, wealth products, insurance, and third-party products . Achieve branch revenue targets by identifying and capitalizing on business opportunities. Develop strategies to acquire new customers and increase the branchs market share. 2. Team Leadership & Performance Management Lead, mentor, and manage a team of Relationship Managers (RMs), Sales Executives, and Operations staff. Set clear performance goals, conduct regular reviews, and ensure achievement of branch targets. Provide training and motivation to enhance productivity and customer service.

Job Purpose Qualification: Graduate in any Discipline Relevant Experience: 2-6 years of experience in Field Sales (Liability / insurance sales preferred). Functional Competencies: Selling skills, Good communication skills, Fluently speaks and understands local language Job Responsibilities Financial Responsibilities: Customer service attitude, Negotiation & Relationship building Skills. Ability to convince the customers Ability to work under pressure. Job Responsibilities Financial Responsibilities: Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs) 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 (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry. Achieving over all numbers and value targets as per scorecard. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers Compliance & Risk Responsibilities: Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities. Taking the responsibility of bank's information - No third party info disclosure, verbal, written, soft copy, mail any way.

Roles and Responsibilities: - Manage client relations and operational workflows. - Support business objectives and ensure efficient processes. - Collaborate with internal teams and meet service standards. Required Skills: - Communication and problem-solving. - Customer focus. - Analytical and proactive mindset. Key Skills: Operations, Client Management, Workflow Management, Customer Service

Roles and Responsibilities: - Manage client relations and operational workflows. - Support business objectives and ensure efficient processes. - Collaborate with internal teams and meet service standards. Required Skills: - Communication and problem-solving. - Customer focus. - Analytical and proactive mindset. Key Skills: Operations, Client Management, Workflow Management, Customer Service

Job Description Job Title Sales Manager - Premium Banking, NCT Location Bangalore, India Role Description Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. Your experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue What we ll offer you As part of our flexible scheme, here are just some of the benefits that you ll 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 Increase acquisition of Target clientele across in Advantage Banking segments. Periodically assist Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers Relationship Building / Deepening / Cross Sell / Transition Ensure consistent growth of the Advantage Banking portfolio. Work closely with the Advantage Banking and team and establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book. Build a robust momentum regarding the third-party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Implement customer contact programs to ensure their share of wallet with the bank increases. Ensure smooth transition of customer management to the respective RM post-acquisition 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 SSM. Any suspicious transaction to be immediately reported to the SSM. Your skills and experience In-depth knowledge of Product and Policy Having Good Communication skill Having good negotiation skill Have and understood the market update and knowledge. Having awareness and information about the competition 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.

Job Description Job Title Sales Manager - Premium Banking, NCT Location Mumbai, India Role Description Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. Your experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue What we ll offer you As part of our flexible scheme, here are just some of the benefits that you ll 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 Increase acquisition of Target clientele across in Advantage Banking segments. Periodically assist Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers Relationship Building / Deepening / Cross Sell / Transition Ensure consistent growth of the Advantage Banking portfolio. Work closely with the Advantage Banking and team and establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book. Build a robust momentum regarding the third-party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Implement customer contact programs to ensure their share of wallet with the bank increases. Ensure smooth transition of customer management to the respective RM post-acquisition 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 SSM. Any suspicious transaction to be immediately reported to the SSM. Your skills and experience In-depth knowledge of Product and Policy Having Good Communication skill Having good negotiation skill Have and understood the market update and knowledge. Having awareness and information about the competition 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.

Job Description Job Title Sales Manager - Premium Banking, NCT Location Ahmadabad, India Role Description Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. Your experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue What we ll offer you As part of our flexible scheme, here are just some of the benefits that you ll 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 Increase acquisition of Target clientele across in Advantage Banking segments. Periodically assist Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers Relationship Building / Deepening / Cross Sell / Transition Ensure consistent growth of the Advantage Banking portfolio. Work closely with the Advantage Banking and team and establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book. Build a robust momentum regarding the third-party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Implement customer contact programs to ensure their share of wallet with the bank increases. Ensure smooth transition of customer management to the respective RM post-acquisition 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 SSM. Any suspicious transaction to be immediately reported to the SSM. Your skills and experience In-depth knowledge of Product and Policy Having Good Communication skill Having good negotiation skill Have and understood the market update and knowledge. Having awareness and information about the competition 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.

Job Requirements Role/ Job Title: Deputy Manager-Acquisition (Household) Function: Branch Banking Job Purpose: The role entails direct customer interaction and is responsible for business acquisition of savings accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals. Roles & Responsibilities: Acquisition of NTB Savings account customers in the identified segment and reference generation from the specified catchment area Ensure acquisition of high quality savings accounts in terms of product mix, segments and constitution mix Proactive registration and activation of acquired customers to direct banking channels Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer Assist and support the Sales Manager in catchment mapping and scoping exercise Provide regular feedback to SM / RM on opportunities and customer needs Ensure adherence to selling norms and SOPs defined by the organization Ensure strict compliance with internal guidelines and external regulations Ensure quality sourcing in line with the Bank's policy Education Qualifications: Graduate - Any discipline Experience: Minimum 1 year of Banking Sales Experience Industry – BFSI