142 Broking Channel Jobs - Page 6

Job Title: Relationship Manager Retail Insurance (Health, Motor, Life) Role Summary: We are looking for a proactive and detail-oriented Relationship Manager to serve as a key link between sales teams, channel partners, and insurance providers. The role involves ensuring smooth processing and closure of Health, Motor, and Life insurance policies, as well as onboarding and activating new partners to drive consistent business performance. Key Responsibilities: Coordinate with internal sales teams and insurance partners for quote issuance, documentation, and policy conversion Follow up on leads to ensure timely closures and high conversion rates Onboard new partners and ensure they are active and productive . Monitor, track, and report on the conversion and performance of retail insurance business Preferred Candidate Profile: Minimum of a graduate degree in any discipline 2 years of experience in insurance coordination, operations, or sales support Strong communication, interpersonal, and stakeholder management skills Excellent follow-up and organizational abilities Proficient in Microsoft Excel for data tracking and reporting

*Position:* Relationship Manager CEC *Location:* Mumbai *Age Limit:* 35 -36 years *Role Type:* Individual Contributor *Reporting To:* Team Leader *JD Summary:* Responsible for acquiring, servicing, and growing HNI/UHNI client relationships. Upsell Mutual Fund (MF), AIF, PMS products, and achieve revenue targets. Provide investment planning, ensure high service standards, and act as a single point of contact for clients. *Note:* Candidates from AMC, Broking, Securities, or Wealth backgrounds preferred. Insurance background not accepted. NISM V certified or willing to complete during notice period.

Exp in Agency/Direct/ Broking channel required. Min 4 to 5 yr exp in life insurance sales exp candidate can apply. Urgently hiring for Elite channel for overall Bihar And Madhya Pradesh. Interested candidate directly share their cv on 7499211307

Role: Relationship Manager Experience: 1-2 years of relevant experience Roles and Responsibilities: 1. Build and drive seamless relationships with existing and new NBFCs partners in the region 2. Manage key accounts : Brokers 3. Develop strategies to manage pipeline and meet sales goals 4. Focus on driving top line targets for the region independently and with team Key Requirements: 1. Minimum 1 year in Life insurance product sales 2. Good relationship management skills 3. Good Communication and negotiation skills 4. Keen on taking ownership and responsibility, flexible and self-starter

Role & responsibilities Key Responsibilities: Act as the single point of contact (SPOC) for all allocated corporate clients Should have a flair for sales/insurance in general Should be ready to travel anywhere within India for client meetings Coordinate with internal sales team for client meetings Coordinate with internal operations team for hassle free processing of policies Basic Knowledge of General Insurance Industrys retail product offerings Conduct daily corporate meetings (both online and offline) to promote products and services C2R platforms Explain the C2R concept, product benefits, USPs, and DIY link functionalities to all relevant corporate stakeholders and decision makers Provide product demonstrations and detailed walk-throughs of the journey Explain and ensure adherence to the SOP for successful product launch and ongoing engagement Liaise with the central team to share onboarding requests and coordinate enablement support Conduct orientation sessions for corporate HR teams and their employees, both online and offline Circulate marketing communication and collaterals to promote awareness and adoption. Address and resolve any escalations or concerns raised by corporate partners in a timely and effective manner Preferred candidate profile Required Skills & Competencies: Excellent communication and presentation skills for client-facing engagements Strong relationship management and stakeholder coordination abilities Experience in corporate sales, client servicing, or insurance/financial product marketing Ability to manage escalations and handle queries with professionalism and clarity Tech-savvy with understanding of digital platforms and DIY tools Ability to travel locally for in-person meetings and demos Excellent team player.

Role & responsibilities responsible for Acquisition and Development of New Franchisees Sourced from Stock & Commodity Broking/Competition/Large MF Distributors/Family Offices/PMS etc Ramp up Franchisee Distribution On Field Sales,Conduct market survey, drives identification and empanelment activity of Stock Broking Franchisees across the region Responsible for expanding the franchisee network through marketing and sales effort Negotiating and completing all necessary franchisee documentation and agreements on time Should be well versed with the Franchisee model of operation Should be able to guide and scale up franchisee business Requirements Graduate/MBA in Sales and Marketing with 2-3 years of experience in Acquisition and Development of Stock and Commodity Franchisee Broking Business Excellent communication and Networking skills Ability and experience in selling concepts and Business vision

Role Summary: Company is hiring dynamic and driven professionals to lead our Life Insurance business in Kolkata or Bhubaneshwar. As an Area Head , you will be responsible for driving life insurance sales through effective team management, partner engagement, and customer relationship strategies. Prior experience in the Life Agency channel is a must. Key Responsibilities: Lead a team of Relationship Managers and drive business targets in assigned territory. Manage and grow the life insurance business through the Agency or Broker channel . Build and maintain strong relationships with clients and partners. Develop strategic initiatives to drive insurance sales and ensure customer satisfaction. Drive productivity and compliance across the team while achieving sales KPIs. Conduct regular training and performance reviews to build a high-performing team. Key Requirements: 5 - 10 years of experience in the Life Insurance domain, preferably through Broker or Agency channel. Proven team handling experience with excellent leadership and people management skills. Strong market knowledge in life insurance products, processes, and compliance. Excellent communication and relationship-building skills. Self-motivated and result-oriented with the ability to thrive in a fast-paced environment.

Urgent hiring for Life,health,general insurance Field sales candidates must needed Min1yr exp in life/health/Motor or any Insurance sales. Age below 40 Interested candidate can directly share CV on 844717197 Location are Hyderabad,Chennai,Bangalore

We Have come across your profile on Naukri and we have a permanent opportunity which might be of your interest. Our client ( MNC based Insurance Org ) is looking for a Area Head in Kolkata/Bhubaneswar/ Gurgaon / Delhi . Please refer the below details. Also, please let me know the best time and number to reach you. Job Details: Position:- Area Head- Life Insurance Job Location:- Kolkata/ Bhubaneswar/ Gurgaon / Delhi Work Mode- Hybrid Role Summary: Our Client is hiring dynamic and driven professionals to lead our Life Insurance business in Kolkata. As an Area Head , you will be responsible for driving life insurance sales through effective team management, partner engagement, and customer relationship strategies. Prior experience in the Life Agency channel is a must. Key Responsibilities: Lead a team of Relationship Managers and drive business targets in assigned territory. Manage and grow the life insurance business through the Agency or Broker channel . Build and maintain strong relationships with clients and partners. Develop strategic initiatives to drive insurance sales and ensure customer satisfaction. Drive productivity and compliance across the team while achieving sales KPIs. Conduct regular training and performance reviews to build a high-performing team. Key Requirements: 5 to 10 years of experience in the Life Insurance domain, preferably through Broker or Agency channel. Proven team handling experience with excellent leadership and people management skills. Strong market knowledge in life insurance products, processes, and compliance. Excellent communication and relationship-building skills. Self-motivated and result-oriented with the ability to thrive in a fast-paced environment. Thanks & Regards Priyanga Kumari Bean HR Consulting-"Ahead Your Search" Contact +91- 9258253736 https://beanhr.com Locations:- Ghaziabad(NCR)/Dehradun.

Job Title/Designations: RO - Relationships Officer RM - Relationship Manager BDM - Business Development Manager AM - Agency Manager Channel - Banca/Agency/Direct Role: To sell Life Insurance Products Insurance, BFSI, NBFC, Broking experience required Required Candidate profile FLM Hiring for Branch Manager Roles Permanent & Full Time Job 1Y to 7Y Experience Two-Wheeler with a valid driving Licence Resident of the same city is preferred. Life Insurance Industry is Must. Perks and benefits Salary + Incentive + Allowance + Bonus + Promotion

Roles and Responsibilities Manage virtual relationships with clients through video conferencing, phone calls, and email communication. Provide personalized insurance solutions to customers based on their needs and preferences. Desired Candidate Profile 1-3 years of experience in bancassurance sales, broking channel sales, direct channel sales, insurance sales, telesales, or virtual relationship management (VRM). Excellent communication skills for effective client interaction over phone calls and video conferences. Ability to work independently with minimal supervision while meeting sales targets.

Location: Mumbai (Any of the 15 branches across Western, Central, or Harbour Line) Age Limit: Max 4041 years Experience: Team handling experience mandatory (managing 810 RMs) Reports to: Regional Head Job Summary: Lead a team of Relationship Managers focused on acquiring, servicing, and growing HNI/UHNI client relationships. Drive sales of Mutual Fund (MF), AIF, and PMS products, ensure target achievement, provide investment advisory, and maintain high service standards. Oversee client acquisition strategy, team performance, and compliance adherence. Note: Candidates from AMC, Broking, Securities, or Wealth backgrounds preferred. Insurance background not accepted. NISM V certified or willing to complete during notice period.

*Position:* Relationship Manager CEC *Location:* Mumbai *Age Limit:* 35 -36 years *CTC:* 915 LPA (Fixed) + 25–35% Annual Bonus *Role Type:* Individual Contributor *Reporting To:* Team Leader *JD Summary:* Responsible for acquiring, servicing, and growing HNI/UHNI client relationships. Upsell Mutual Fund (MF), AIF, PMS products, and achieve revenue targets. Provide investment planning, ensure high service standards, and act as a single point of contact for clients. *Note:* Candidates from AMC, Broking, Securities, or Wealth backgrounds preferred. Insurance background not accepted. NISM V certified or willing to complete during notice period.

URGENT OPENING FOR TEAM HANDLING PROFILE CSM BRoCA Siliguri TOTAL EXP OF 5 YRS WITH ATLEAST 1 YR IN BroCA Channel APPLY DIRECTLY ON 7991936355

Act as the single point of contact (SPOC) for all allocated corporate clients Should have a flair for sales/insurance in general Should be ready to travel anywhere within India for client meetings Coordinate with internal sales team for client meetings Coordinate with internal operations team for hassle free processing of policies Basic Knowledge of General Insurance Industrys retail product offerings Conduct daily corporate meetings (both online and offline) to promote products and services C2R platforms.

Role Summary :- The Regional Head Broking Channel will be responsible for driving business growth and strategic relationships with insurance brokers across the assigned region. This leadership role requires a high-performing individual with deep understanding of the insurance and broking ecosystem, strong team management capabilities, and a proven ability to deliver results in a competitive market. Skills required Interpersonal , communication, team work , decision making at local level. Qualification Graduate/Post-Graduate in Business Management, Finance, or related field. Experience 10-15 years ( preferably in life insurance with at least 5 years in a leadership role managing broker or partner channels. Work Experience : - Prior experience in managing large partnership accounts (especially NBFCs, HFCs, or banking channels) is highly preferred. Demonstrated success in leading teams and achieving sales goals.

Role Summary: The Regional Head will be responsible for driving life insurance sales across the Piramal Finance network in the assigned region. The role entails managing strategic partnerships at a regional level, ensuring revenue growth, maintaining high levels of partner engagement, and delivering an outstanding customer experience. The individual will lead a team of Territory Managers/Cluster Managers aligned to Piramal Finance branches and ensure achievement of key business objectives. Designation Regional Head Broking Channel To Clear pending buckets group credit business from the partner branches. Ensure the issuance of the logged in business. Training the partnership branches to minimise the discrepancy. Increase the value penetration and presence. Helping the partner branches in their sales call regarding our product. Education & Experience : - Graduate / Postgraduate with at least 1 years of experience, Prefer from Credit Life Sales, 8-12 years of experience in life insurance, bancassurance, or financial services sales. Broca JD :- The Regional Head Broking Channel will be responsible for driving business growth and strategic relationships with insurance brokers across the assigned region. This leadership role requires a high-performing individual with deep understanding of the insurance and broking ecosystem, strong team management capabilities, and a proven ability to deliver results in a competitive market. Skills required Interpersonal , communication, team work , decision making at local level. Qualification Graduate/Post-Graduate in Business Management, Finance, or related field. Experience 10-15 years ( preferably in life insurance with at least 5 years in a leadership role managing broker or partner channels. Work Experience Prior experience in managing large partnership accounts (especially NBFCs, HFCs, or banking channels) is highly preferred. Demonstrated success in leading teams and achieving sales goals.