Canara HSBC Life Insurance Company Limited is a joint venture between Canara Bank and HSBC Insurance Holdings Limited that offers life insurance products and services to customers across India.
Pune
INR 4.0 - 8.0 Lacs P.A.
Work from Office
Full Time
I. General Information Role: Business Development Officer- Defence II. Job ObjectiveWork closely & jointly with Defense service employees and business partners to ensure CHOICe achieves itsbusiness aspiration in line with the AOP Targets (New & Customer Retention) as stated in individual objectivesetting sheets. Support channel partner in delivering higher levels of productivity and facilitate the process ofSubmission to- Issuance within mutually agreed timelines. Protect Customer & CHOICe interests by ensuringprocesses /systems in-use; comply with regulatory & internal guidelines. Effectively manage channel partnerexpectations & improve the quality of Relationship Management to build a mutually benefiting model. Keyresponsibilities of the job holder are: Business Development | Execution Implementation of Sales &Customer Retention Strategies | Relationship Management. The said role requires the Job Holder to balanceCustomer Servicing activity along with Sales Acquisition, while ensuring, the necessary growth as per AOPcoupled with Highest Persistency. III. Key Responsibility Areas# Key Result Areas Activities1 Impact on the Business/ Function To achieve BDO wise targets.(New & Customer Retention) To achieve desired Agent/ partner Activation targets. To create a healthy Product Mix with traditional 50% To create a healthy pool of lead generators across defenseterritory2 Customers /Stakeholders Provide support to agents and lead generators at the groundlevel. Make joint Field calls and motivate them to achieve targets. Provide support and training for timely Submission, Pendency,and Issuance management. Conceptualize and implement local business developmentinitiatives for lead generation and focused sales. Provide key inputs on business health to agent partners and agreeon tactical initiatives to increase lead generators & theircontribution.3 Leadership & Teamwork Liaise with colleagues across the country to imbibe best practices4 OperationalEffectiveness & Control Manage Persistency at 85% Ensure timely submission of applications at HUB locations Manage FTRs within 2% and thereby reduce Issuance TATsI V. Key Performance IndicatorsFinancial Achieve new business premium as per AOP targets rolled out bySales and defined SFM Achieve Traditional Product Mix target Achieve Customer Retention targets for the portfolio. Achieve targets as prescribed for individual BDO/ self target Ensure timely PIR reporting and NIL PIR pendingCustomer Ensure Customer Complaints =1% of book Achieve defined metrics as per Sales Force Managementprocess/guidelinesProcess Ensure FTR at defined percentage. Ensure Customer Retention at defined percentage V. Major Challenges Drive consistent business across assigned territory both New & Customer Retention premium. Manage multiple agent /lead generators relationships with maturity and without neglecting anyparticular area. VI. Role ContextVII. Management & Leadership of Regulatory, Compliance & Operational Risk VIII. Observation of Internal ControlsMaintain and observe Company's internal control standards, implement and observe the Company'sCompliance Policy, including the timely implementation of recommendations made by internal/externalauditors and external regulators. Foster a compliance culture and implement the Compliance Policy bymanaging compliance risk and optimising relations with regulators
Sindhudurg
INR 3.0 - 4.5 Lacs P.A.
Work from Office
Full Time
Greetings for the day !! Wakin Drive Date : Walkin Drive - 21th to 24th Aug 2024 Time : 11am to 4pm Email id : shalini.chavan@canarahsbclife.in Location : Pune Venue Details : Canara HSBC Life Insurance,Office No. 803,804 8th Floor, Kumar business center, Shangrila Garden,Bund Garden Road, Maharashtra, Pune - 411001 Job Description: Relationship Officer-Direct Distribution Number of Customer meeting per day Delivery of Minimum business guarantee Creating Leads through campaigns /Cold calling Documentation, logins & Issuance tracking. Lead / Feedback / Referral Updating on LMS Meeting Business targets: Achievement of Business plan Customer servicing/ Renewals Job Specification : Should have good local Network Should have sound knowledge of Financial Industry Good communication: English/ Hindi Local Candidate are preferred Industry : Insurance (Any Channel) but willing to work in Direct Distribution Banking, Broking/ Equity Market, Insurance Other: Sales Background and matching Job Specification criteria Job Type: Full-time Salary: Up to 450,000 per year + Lucrative incentives Benefits: Cell phone reimbursement Health insurance Life insurance Provident Fund Schedule: Day shift Supplemental pay types: Performance bonus Experience: Direct sales (Preferred) Minimum 6-month exp in Any Industry/BFSI sales sector preferred.
Rohtak
INR 4.0 - 8.0 Lacs P.A.
Work from Office
Full Time
I. General Information Role: Business Development Officer- Defence II. Job ObjectiveWork closely & jointly with Defense service employees and business partners to ensure CHOICe achieves itsbusiness aspiration in line with the AOP Targets (New & Customer Retention) as stated in individual objectivesetting sheets. Support channel partner in delivering higher levels of productivity and facilitate the process ofSubmission to- Issuance within mutually agreed timelines. Protect Customer & CHOICe interests by ensuringprocesses /systems in-use; comply with regulatory & internal guidelines. Effectively manage channel partnerexpectations & improve the quality of Relationship Management to build a mutually benefiting model. Keyresponsibilities of the job holder are: Business Development | Execution Implementation of Sales &Customer Retention Strategies | Relationship Management. The said role requires the Job Holder to balanceCustomer Servicing activity along with Sales Acquisition, while ensuring, the necessary growth as per AOPcoupled with Highest Persistency. III. Key Responsibility Areas# Key Result Areas Activities1 Impact on the Business/ Function To achieve BDO wise targets.(New & Customer Retention) To achieve desired Agent/ partner Activation targets. To create a healthy Product Mix with traditional 50% To create a healthy pool of lead generators across defenseterritory2 Customers /Stakeholders Provide support to agents and lead generators at the groundlevel. Make joint Field calls and motivate them to achieve targets. Provide support and training for timely Submission, Pendency,and Issuance management. Conceptualize and implement local business developmentinitiatives for lead generation and focused sales. Provide key inputs on business health to agent partners and agreeon tactical initiatives to increase lead generators & theircontribution.3 Leadership & Teamwork Liaise with colleagues across the country to imbibe best practices4 OperationalEffectiveness & Control Manage Persistency at 85% Ensure timely submission of applications at HUB locations Manage FTRs within 2% and thereby reduce Issuance TATsI V. Key Performance IndicatorsFinancial Achieve new business premium as per AOP targets rolled out bySales and defined SFM Achieve Traditional Product Mix target Achieve Customer Retention targets for the portfolio. Achieve targets as prescribed for individual BDO/ self target Ensure timely PIR reporting and NIL PIR pendingCustomer Ensure Customer Complaints =1% of book Achieve defined metrics as per Sales Force Managementprocess/guidelinesProcess Ensure FTR at defined percentage. Ensure Customer Retention at defined percentage V. Major Challenges Drive consistent business across assigned territory both New & Customer Retention premium. Manage multiple agent /lead generators relationships with maturity and without neglecting anyparticular area. VI. Role ContextVII. Management & Leadership of Regulatory, Compliance & Operational Risk VIII. Observation of Internal ControlsMaintain and observe Company's internal control standards, implement and observe the Company'sCompliance Policy, including the timely implementation of recommendations made by internal/externalauditors and external regulators. Foster a compliance culture and implement the Compliance Policy bymanaging compliance risk and optimising relations with regulators
Rewari
INR 3.0 - 4.5 Lacs P.A.
Work from Office
Full Time
Greetings for the day !! Wakin Drive Date : Walkin Drive - 21th to 24th Aug 2024 Time : 11am to 4pm Email id : shalini.chavan@canarahsbclife.in Location : Pune Venue Details : Canara HSBC Life Insurance,Office No. 803,804 8th Floor, Kumar business center, Shangrila Garden,Bund Garden Road, Maharashtra, Pune - 411001 Job Description: Relationship Officer-Direct Distribution Number of Customer meeting per day Delivery of Minimum business guarantee Creating Leads through campaigns /Cold calling Documentation, logins & Issuance tracking. Lead / Feedback / Referral Updating on LMS Meeting Business targets: Achievement of Business plan Customer servicing/ Renewals Job Specification : Should have good local Network Should have sound knowledge of Financial Industry Good communication: English/ Hindi Local Candidate are preferred Industry : Insurance (Any Channel) but willing to work in Direct Distribution Banking, Broking/ Equity Market, Insurance Other: Sales Background and matching Job Specification criteria Job Type: Full-time Salary: Up to 450,000 per year + Lucrative incentives Benefits: Cell phone reimbursement Health insurance Life insurance Provident Fund Schedule: Day shift Supplemental pay types: Performance bonus Experience: Direct sales (Preferred) Minimum 6-month exp in Any Industry/BFSI sales sector preferred.
Muzaffarpur
INR 3.0 - 4.5 Lacs P.A.
Work from Office
Full Time
Greetings for the day !! Wakin Drive Date : Walkin Drive - 21th to 24th Aug 2024 Time : 11am to 4pm Email id : shalini.chavan@canarahsbclife.in Location : Pune Venue Details : Canara HSBC Life Insurance,Office No. 803,804 8th Floor, Kumar business center, Shangrila Garden,Bund Garden Road, Maharashtra, Pune - 411001 Job Description: Relationship Officer-Direct Distribution Number of Customer meeting per day Delivery of Minimum business guarantee Creating Leads through campaigns /Cold calling Documentation, logins & Issuance tracking. Lead / Feedback / Referral Updating on LMS Meeting Business targets: Achievement of Business plan Customer servicing/ Renewals Job Specification : Should have good local Network Should have sound knowledge of Financial Industry Good communication: English/ Hindi Local Candidate are preferred Industry : Insurance (Any Channel) but willing to work in Direct Distribution Banking, Broking/ Equity Market, Insurance Other: Sales Background and matching Job Specification criteria Job Type: Full-time Salary: Up to 450,000 per year + Lucrative incentives Benefits: Cell phone reimbursement Health insurance Life insurance Provident Fund Schedule: Day shift Supplemental pay types: Performance bonus Experience: Direct sales (Preferred) Minimum 6-month exp in Any Industry/BFSI sales sector preferred.
Nagpur
INR 3.0 - 4.5 Lacs P.A.
Work from Office
Full Time
Greetings for the day !! Wakin Drive Date : Walkin Drive - 21th to 24th Aug 2024 Time : 11am to 4pm Email id : shalini.chavan@canarahsbclife.in Location : Pune Venue Details : Canara HSBC Life Insurance,Office No. 803,804 8th Floor, Kumar business center, Shangrila Garden,Bund Garden Road, Maharashtra, Pune - 411001 Job Description: Relationship Officer-Direct Distribution Number of Customer meeting per day Delivery of Minimum business guarantee Creating Leads through campaigns /Cold calling Documentation, logins & Issuance tracking. Lead / Feedback / Referral Updating on LMS Meeting Business targets: Achievement of Business plan Customer servicing/ Renewals Job Specification : Should have good local Network Should have sound knowledge of Financial Industry Good communication: English/ Hindi Local Candidate are preferred Industry : Insurance (Any Channel) but willing to work in Direct Distribution Banking, Broking/ Equity Market, Insurance Other: Sales Background and matching Job Specification criteria Job Type: Full-time Salary: Up to 450,000 per year + Lucrative incentives Benefits: Cell phone reimbursement Health insurance Life insurance Provident Fund Schedule: Day shift Supplemental pay types: Performance bonus Experience: Direct sales (Preferred) Minimum 6-month exp in Any Industry/BFSI sales sector preferred.
Sindhudurg
INR 4.0 - 8.0 Lacs P.A.
Work from Office
Full Time
I. General Information Role: Business Development Officer- Defence II. Job ObjectiveWork closely & jointly with Defense service employees and business partners to ensure CHOICe achieves itsbusiness aspiration in line with the AOP Targets (New & Customer Retention) as stated in individual objectivesetting sheets. Support channel partner in delivering higher levels of productivity and facilitate the process ofSubmission to- Issuance within mutually agreed timelines. Protect Customer & CHOICe interests by ensuringprocesses /systems in-use; comply with regulatory & internal guidelines. Effectively manage channel partnerexpectations & improve the quality of Relationship Management to build a mutually benefiting model. Keyresponsibilities of the job holder are: Business Development | Execution Implementation of Sales &Customer Retention Strategies | Relationship Management. The said role requires the Job Holder to balanceCustomer Servicing activity along with Sales Acquisition, while ensuring, the necessary growth as per AOPcoupled with Highest Persistency. III. Key Responsibility Areas# Key Result Areas Activities1 Impact on the Business/ Function To achieve BDO wise targets.(New & Customer Retention) To achieve desired Agent/ partner Activation targets. To create a healthy Product Mix with traditional 50% To create a healthy pool of lead generators across defenseterritory2 Customers /Stakeholders Provide support to agents and lead generators at the groundlevel. Make joint Field calls and motivate them to achieve targets. Provide support and training for timely Submission, Pendency,and Issuance management. Conceptualize and implement local business developmentinitiatives for lead generation and focused sales. Provide key inputs on business health to agent partners and agreeon tactical initiatives to increase lead generators & theircontribution.3 Leadership & Teamwork Liaise with colleagues across the country to imbibe best practices4 OperationalEffectiveness & Control Manage Persistency at 85% Ensure timely submission of applications at HUB locations Manage FTRs within 2% and thereby reduce Issuance TATsI V. Key Performance IndicatorsFinancial Achieve new business premium as per AOP targets rolled out bySales and defined SFM Achieve Traditional Product Mix target Achieve Customer Retention targets for the portfolio. Achieve targets as prescribed for individual BDO/ self target Ensure timely PIR reporting and NIL PIR pendingCustomer Ensure Customer Complaints =1% of book Achieve defined metrics as per Sales Force Managementprocess/guidelinesProcess Ensure FTR at defined percentage. Ensure Customer Retention at defined percentage V. Major Challenges Drive consistent business across assigned territory both New & Customer Retention premium. Manage multiple agent /lead generators relationships with maturity and without neglecting anyparticular area. VI. Role ContextVII. Management & Leadership of Regulatory, Compliance & Operational Risk VIII. Observation of Internal ControlsMaintain and observe Company's internal control standards, implement and observe the Company'sCompliance Policy, including the timely implementation of recommendations made by internal/externalauditors and external regulators. Foster a compliance culture and implement the Compliance Policy bymanaging compliance risk and optimising relations with regulators
Gadchiroli
INR 4.0 - 8.0 Lacs P.A.
Work from Office
Full Time
I. General Information Role: Business Development Officer- Defence II. Job ObjectiveWork closely & jointly with Defense service employees and business partners to ensure CHOICe achieves itsbusiness aspiration in line with the AOP Targets (New & Customer Retention) as stated in individual objectivesetting sheets. Support channel partner in delivering higher levels of productivity and facilitate the process ofSubmission to- Issuance within mutually agreed timelines. Protect Customer & CHOICe interests by ensuringprocesses /systems in-use; comply with regulatory & internal guidelines. Effectively manage channel partnerexpectations & improve the quality of Relationship Management to build a mutually benefiting model. Keyresponsibilities of the job holder are: Business Development | Execution Implementation of Sales &Customer Retention Strategies | Relationship Management. The said role requires the Job Holder to balanceCustomer Servicing activity along with Sales Acquisition, while ensuring, the necessary growth as per AOPcoupled with Highest Persistency. III. Key Responsibility Areas# Key Result Areas Activities1 Impact on the Business/ Function To achieve BDO wise targets.(New & Customer Retention) To achieve desired Agent/ partner Activation targets. To create a healthy Product Mix with traditional 50% To create a healthy pool of lead generators across defenseterritory2 Customers /Stakeholders Provide support to agents and lead generators at the groundlevel. Make joint Field calls and motivate them to achieve targets. Provide support and training for timely Submission, Pendency,and Issuance management. Conceptualize and implement local business developmentinitiatives for lead generation and focused sales. Provide key inputs on business health to agent partners and agreeon tactical initiatives to increase lead generators & theircontribution.3 Leadership & Teamwork Liaise with colleagues across the country to imbibe best practices4 OperationalEffectiveness & Control Manage Persistency at 85% Ensure timely submission of applications at HUB locations Manage FTRs within 2% and thereby reduce Issuance TATsI V. Key Performance IndicatorsFinancial Achieve new business premium as per AOP targets rolled out bySales and defined SFM Achieve Traditional Product Mix target Achieve Customer Retention targets for the portfolio. Achieve targets as prescribed for individual BDO/ self target Ensure timely PIR reporting and NIL PIR pendingCustomer Ensure Customer Complaints =1% of book Achieve defined metrics as per Sales Force Managementprocess/guidelinesProcess Ensure FTR at defined percentage. Ensure Customer Retention at defined percentage V. Major Challenges Drive consistent business across assigned territory both New & Customer Retention premium. Manage multiple agent /lead generators relationships with maturity and without neglecting anyparticular area. VI. Role ContextVII. Management & Leadership of Regulatory, Compliance & Operational Risk VIII. Observation of Internal ControlsMaintain and observe Company's internal control standards, implement and observe the Company'sCompliance Policy, including the timely implementation of recommendations made by internal/externalauditors and external regulators. Foster a compliance culture and implement the Compliance Policy bymanaging compliance risk and optimising relations with regulators
Bulandshahr
INR 3.0 - 4.5 Lacs P.A.
Work from Office
Full Time
Greetings for the day !! Wakin Drive Date : Walkin Drive - 21th to 24th Aug 2024 Time : 11am to 4pm Email id : shalini.chavan@canarahsbclife.in Location : Pune Venue Details : Canara HSBC Life Insurance,Office No. 803,804 8th Floor, Kumar business center, Shangrila Garden,Bund Garden Road, Maharashtra, Pune - 411001 Job Description: Relationship Officer-Direct Distribution Number of Customer meeting per day Delivery of Minimum business guarantee Creating Leads through campaigns /Cold calling Documentation, logins & Issuance tracking. Lead / Feedback / Referral Updating on LMS Meeting Business targets: Achievement of Business plan Customer servicing/ Renewals Job Specification : Should have good local Network Should have sound knowledge of Financial Industry Good communication: English/ Hindi Local Candidate are preferred Industry : Insurance (Any Channel) but willing to work in Direct Distribution Banking, Broking/ Equity Market, Insurance Other: Sales Background and matching Job Specification criteria Job Type: Full-time Salary: Up to 450,000 per year + Lucrative incentives Benefits: Cell phone reimbursement Health insurance Life insurance Provident Fund Schedule: Day shift Supplemental pay types: Performance bonus Experience: Direct sales (Preferred) Minimum 6-month exp in Any Industry/BFSI sales sector preferred.
Mewat
INR 4.0 - 8.0 Lacs P.A.
Work from Office
Full Time
I. General Information Role: Business Development Officer- Defence II. Job ObjectiveWork closely & jointly with Defense service employees and business partners to ensure CHOICe achieves itsbusiness aspiration in line with the AOP Targets (New & Customer Retention) as stated in individual objectivesetting sheets. Support channel partner in delivering higher levels of productivity and facilitate the process ofSubmission to- Issuance within mutually agreed timelines. Protect Customer & CHOICe interests by ensuringprocesses /systems in-use; comply with regulatory & internal guidelines. Effectively manage channel partnerexpectations & improve the quality of Relationship Management to build a mutually benefiting model. Keyresponsibilities of the job holder are: Business Development | Execution Implementation of Sales &Customer Retention Strategies | Relationship Management. The said role requires the Job Holder to balanceCustomer Servicing activity along with Sales Acquisition, while ensuring, the necessary growth as per AOPcoupled with Highest Persistency. III. Key Responsibility Areas# Key Result Areas Activities1 Impact on the Business/ Function To achieve BDO wise targets.(New & Customer Retention) To achieve desired Agent/ partner Activation targets. To create a healthy Product Mix with traditional 50% To create a healthy pool of lead generators across defenseterritory2 Customers /Stakeholders Provide support to agents and lead generators at the groundlevel. Make joint Field calls and motivate them to achieve targets. Provide support and training for timely Submission, Pendency,and Issuance management. Conceptualize and implement local business developmentinitiatives for lead generation and focused sales. Provide key inputs on business health to agent partners and agreeon tactical initiatives to increase lead generators & theircontribution.3 Leadership & Teamwork Liaise with colleagues across the country to imbibe best practices4 OperationalEffectiveness & Control Manage Persistency at 85% Ensure timely submission of applications at HUB locations Manage FTRs within 2% and thereby reduce Issuance TATsI V. Key Performance IndicatorsFinancial Achieve new business premium as per AOP targets rolled out bySales and defined SFM Achieve Traditional Product Mix target Achieve Customer Retention targets for the portfolio. Achieve targets as prescribed for individual BDO/ self target Ensure timely PIR reporting and NIL PIR pendingCustomer Ensure Customer Complaints =1% of book Achieve defined metrics as per Sales Force Managementprocess/guidelinesProcess Ensure FTR at defined percentage. Ensure Customer Retention at defined percentage V. Major Challenges Drive consistent business across assigned territory both New & Customer Retention premium. Manage multiple agent /lead generators relationships with maturity and without neglecting anyparticular area. VI. Role ContextVII. Management & Leadership of Regulatory, Compliance & Operational Risk VIII. Observation of Internal ControlsMaintain and observe Company's internal control standards, implement and observe the Company'sCompliance Policy, including the timely implementation of recommendations made by internal/externalauditors and external regulators. Foster a compliance culture and implement the Compliance Policy bymanaging compliance risk and optimising relations with regulators
Mumbai
INR 3.0 - 4.5 Lacs P.A.
Work from Office
Full Time
Greetings for the day !! Wakin Drive Date : Walkin Drive - 21th to 24th Aug 2024 Time : 11am to 4pm Email id : shalini.chavan@canarahsbclife.in Location : Pune Venue Details : Canara HSBC Life Insurance,Office No. 803,804 8th Floor, Kumar business center, Shangrila Garden,Bund Garden Road, Maharashtra, Pune - 411001 Job Description: Relationship Officer-Direct Distribution Number of Customer meeting per day Delivery of Minimum business guarantee Creating Leads through campaigns /Cold calling Documentation, logins & Issuance tracking. Lead / Feedback / Referral Updating on LMS Meeting Business targets: Achievement of Business plan Customer servicing/ Renewals Job Specification : Should have good local Network Should have sound knowledge of Financial Industry Good communication: English/ Hindi Local Candidate are preferred Industry : Insurance (Any Channel) but willing to work in Direct Distribution Banking, Broking/ Equity Market, Insurance Other: Sales Background and matching Job Specification criteria Job Type: Full-time Salary: Up to 450,000 per year + Lucrative incentives Benefits: Cell phone reimbursement Health insurance Life insurance Provident Fund Schedule: Day shift Supplemental pay types: Performance bonus Experience: Direct sales (Preferred) Minimum 6-month exp in Any Industry/BFSI sales sector preferred.
Panipat
INR 3.0 - 4.5 Lacs P.A.
Work from Office
Full Time
Greetings for the day !! Wakin Drive Date : Walkin Drive - 21th to 24th Aug 2024 Time : 11am to 4pm Email id : shalini.chavan@canarahsbclife.in Location : Pune Venue Details : Canara HSBC Life Insurance,Office No. 803,804 8th Floor, Kumar business center, Shangrila Garden,Bund Garden Road, Maharashtra, Pune - 411001 Job Description: Relationship Officer-Direct Distribution Number of Customer meeting per day Delivery of Minimum business guarantee Creating Leads through campaigns /Cold calling Documentation, logins & Issuance tracking. Lead / Feedback / Referral Updating on LMS Meeting Business targets: Achievement of Business plan Customer servicing/ Renewals Job Specification : Should have good local Network Should have sound knowledge of Financial Industry Good communication: English/ Hindi Local Candidate are preferred Industry : Insurance (Any Channel) but willing to work in Direct Distribution Banking, Broking/ Equity Market, Insurance Other: Sales Background and matching Job Specification criteria Job Type: Full-time Salary: Up to 450,000 per year + Lucrative incentives Benefits: Cell phone reimbursement Health insurance Life insurance Provident Fund Schedule: Day shift Supplemental pay types: Performance bonus Experience: Direct sales (Preferred) Minimum 6-month exp in Any Industry/BFSI sales sector preferred.
Mumbai Suburban
INR 4.0 - 8.0 Lacs P.A.
Work from Office
Full Time
I. General Information Role: Business Development Officer- Defence II. Job ObjectiveWork closely & jointly with Defense service employees and business partners to ensure CHOICe achieves itsbusiness aspiration in line with the AOP Targets (New & Customer Retention) as stated in individual objectivesetting sheets. Support channel partner in delivering higher levels of productivity and facilitate the process ofSubmission to- Issuance within mutually agreed timelines. Protect Customer & CHOICe interests by ensuringprocesses /systems in-use; comply with regulatory & internal guidelines. Effectively manage channel partnerexpectations & improve the quality of Relationship Management to build a mutually benefiting model. Keyresponsibilities of the job holder are: Business Development | Execution Implementation of Sales &Customer Retention Strategies | Relationship Management. The said role requires the Job Holder to balanceCustomer Servicing activity along with Sales Acquisition, while ensuring, the necessary growth as per AOPcoupled with Highest Persistency. III. Key Responsibility Areas# Key Result Areas Activities1 Impact on the Business/ Function To achieve BDO wise targets.(New & Customer Retention) To achieve desired Agent/ partner Activation targets. To create a healthy Product Mix with traditional 50% To create a healthy pool of lead generators across defenseterritory2 Customers /Stakeholders Provide support to agents and lead generators at the groundlevel. Make joint Field calls and motivate them to achieve targets. Provide support and training for timely Submission, Pendency,and Issuance management. Conceptualize and implement local business developmentinitiatives for lead generation and focused sales. Provide key inputs on business health to agent partners and agreeon tactical initiatives to increase lead generators & theircontribution.3 Leadership & Teamwork Liaise with colleagues across the country to imbibe best practices4 OperationalEffectiveness & Control Manage Persistency at 85% Ensure timely submission of applications at HUB locations Manage FTRs within 2% and thereby reduce Issuance TATsI V. Key Performance IndicatorsFinancial Achieve new business premium as per AOP targets rolled out bySales and defined SFM Achieve Traditional Product Mix target Achieve Customer Retention targets for the portfolio. Achieve targets as prescribed for individual BDO/ self target Ensure timely PIR reporting and NIL PIR pendingCustomer Ensure Customer Complaints =1% of book Achieve defined metrics as per Sales Force Managementprocess/guidelinesProcess Ensure FTR at defined percentage. Ensure Customer Retention at defined percentage V. Major Challenges Drive consistent business across assigned territory both New & Customer Retention premium. Manage multiple agent /lead generators relationships with maturity and without neglecting anyparticular area. VI. Role ContextVII. Management & Leadership of Regulatory, Compliance & Operational Risk VIII. Observation of Internal ControlsMaintain and observe Company's internal control standards, implement and observe the Company'sCompliance Policy, including the timely implementation of recommendations made by internal/externalauditors and external regulators. Foster a compliance culture and implement the Compliance Policy bymanaging compliance risk and optimising relations with regulators
Jhajjar
INR 3.0 - 4.5 Lacs P.A.
Work from Office
Full Time
Greetings for the day !! Wakin Drive Date : Walkin Drive - 21th to 24th Aug 2024 Time : 11am to 4pm Email id : shalini.chavan@canarahsbclife.in Location : Pune Venue Details : Canara HSBC Life Insurance,Office No. 803,804 8th Floor, Kumar business center, Shangrila Garden,Bund Garden Road, Maharashtra, Pune - 411001 Job Description: Relationship Officer-Direct Distribution Number of Customer meeting per day Delivery of Minimum business guarantee Creating Leads through campaigns /Cold calling Documentation, logins & Issuance tracking. Lead / Feedback / Referral Updating on LMS Meeting Business targets: Achievement of Business plan Customer servicing/ Renewals Job Specification : Should have good local Network Should have sound knowledge of Financial Industry Good communication: English/ Hindi Local Candidate are preferred Industry : Insurance (Any Channel) but willing to work in Direct Distribution Banking, Broking/ Equity Market, Insurance Other: Sales Background and matching Job Specification criteria Job Type: Full-time Salary: Up to 450,000 per year + Lucrative incentives Benefits: Cell phone reimbursement Health insurance Life insurance Provident Fund Schedule: Day shift Supplemental pay types: Performance bonus Experience: Direct sales (Preferred) Minimum 6-month exp in Any Industry/BFSI sales sector preferred.
Palghar
INR 3.0 - 4.5 Lacs P.A.
Work from Office
Full Time
Greetings for the day !! Wakin Drive Date : Walkin Drive - 21th to 24th Aug 2024 Time : 11am to 4pm Email id : shalini.chavan@canarahsbclife.in Location : Pune Venue Details : Canara HSBC Life Insurance,Office No. 803,804 8th Floor, Kumar business center, Shangrila Garden,Bund Garden Road, Maharashtra, Pune - 411001 Job Description: Relationship Officer-Direct Distribution Number of Customer meeting per day Delivery of Minimum business guarantee Creating Leads through campaigns /Cold calling Documentation, logins & Issuance tracking. Lead / Feedback / Referral Updating on LMS Meeting Business targets: Achievement of Business plan Customer servicing/ Renewals Job Specification : Should have good local Network Should have sound knowledge of Financial Industry Good communication: English/ Hindi Local Candidate are preferred Industry : Insurance (Any Channel) but willing to work in Direct Distribution Banking, Broking/ Equity Market, Insurance Other: Sales Background and matching Job Specification criteria Job Type: Full-time Salary: Up to 450,000 per year + Lucrative incentives Benefits: Cell phone reimbursement Health insurance Life insurance Provident Fund Schedule: Day shift Supplemental pay types: Performance bonus Experience: Direct sales (Preferred) Minimum 6-month exp in Any Industry/BFSI sales sector preferred.
Rohtak
INR 3.0 - 4.5 Lacs P.A.
Work from Office
Full Time
Greetings for the day !! Wakin Drive Date : Walkin Drive - 21th to 24th Aug 2024 Time : 11am to 4pm Email id : shalini.chavan@canarahsbclife.in Location : Pune Venue Details : Canara HSBC Life Insurance,Office No. 803,804 8th Floor, Kumar business center, Shangrila Garden,Bund Garden Road, Maharashtra, Pune - 411001 Job Description: Relationship Officer-Direct Distribution Number of Customer meeting per day Delivery of Minimum business guarantee Creating Leads through campaigns /Cold calling Documentation, logins & Issuance tracking. Lead / Feedback / Referral Updating on LMS Meeting Business targets: Achievement of Business plan Customer servicing/ Renewals Job Specification : Should have good local Network Should have sound knowledge of Financial Industry Good communication: English/ Hindi Local Candidate are preferred Industry : Insurance (Any Channel) but willing to work in Direct Distribution Banking, Broking/ Equity Market, Insurance Other: Sales Background and matching Job Specification criteria Job Type: Full-time Salary: Up to 450,000 per year + Lucrative incentives Benefits: Cell phone reimbursement Health insurance Life insurance Provident Fund Schedule: Day shift Supplemental pay types: Performance bonus Experience: Direct sales (Preferred) Minimum 6-month exp in Any Industry/BFSI sales sector preferred.
Mewat
INR 3.0 - 4.5 Lacs P.A.
Work from Office
Full Time
Greetings for the day !! Wakin Drive Date : Walkin Drive - 21th to 24th Aug 2024 Time : 11am to 4pm Email id : shalini.chavan@canarahsbclife.in Location : Pune Venue Details : Canara HSBC Life Insurance,Office No. 803,804 8th Floor, Kumar business center, Shangrila Garden,Bund Garden Road, Maharashtra, Pune - 411001 Job Description: Relationship Officer-Direct Distribution Number of Customer meeting per day Delivery of Minimum business guarantee Creating Leads through campaigns /Cold calling Documentation, logins & Issuance tracking. Lead / Feedback / Referral Updating on LMS Meeting Business targets: Achievement of Business plan Customer servicing/ Renewals Job Specification : Should have good local Network Should have sound knowledge of Financial Industry Good communication: English/ Hindi Local Candidate are preferred Industry : Insurance (Any Channel) but willing to work in Direct Distribution Banking, Broking/ Equity Market, Insurance Other: Sales Background and matching Job Specification criteria Job Type: Full-time Salary: Up to 450,000 per year + Lucrative incentives Benefits: Cell phone reimbursement Health insurance Life insurance Provident Fund Schedule: Day shift Supplemental pay types: Performance bonus Experience: Direct sales (Preferred) Minimum 6-month exp in Any Industry/BFSI sales sector preferred.
Nashik
INR 4.0 - 8.0 Lacs P.A.
Work from Office
Full Time
I. General Information Role: Business Development Officer- Defence II. Job ObjectiveWork closely & jointly with Defense service employees and business partners to ensure CHOICe achieves itsbusiness aspiration in line with the AOP Targets (New & Customer Retention) as stated in individual objectivesetting sheets. Support channel partner in delivering higher levels of productivity and facilitate the process ofSubmission to- Issuance within mutually agreed timelines. Protect Customer & CHOICe interests by ensuringprocesses /systems in-use; comply with regulatory & internal guidelines. Effectively manage channel partnerexpectations & improve the quality of Relationship Management to build a mutually benefiting model. Keyresponsibilities of the job holder are: Business Development | Execution Implementation of Sales &Customer Retention Strategies | Relationship Management. The said role requires the Job Holder to balanceCustomer Servicing activity along with Sales Acquisition, while ensuring, the necessary growth as per AOPcoupled with Highest Persistency. III. Key Responsibility Areas# Key Result Areas Activities1 Impact on the Business/ Function To achieve BDO wise targets.(New & Customer Retention) To achieve desired Agent/ partner Activation targets. To create a healthy Product Mix with traditional 50% To create a healthy pool of lead generators across defenseterritory2 Customers /Stakeholders Provide support to agents and lead generators at the groundlevel. Make joint Field calls and motivate them to achieve targets. Provide support and training for timely Submission, Pendency,and Issuance management. Conceptualize and implement local business developmentinitiatives for lead generation and focused sales. Provide key inputs on business health to agent partners and agreeon tactical initiatives to increase lead generators & theircontribution.3 Leadership & Teamwork Liaise with colleagues across the country to imbibe best practices4 OperationalEffectiveness & Control Manage Persistency at 85% Ensure timely submission of applications at HUB locations Manage FTRs within 2% and thereby reduce Issuance TATsI V. Key Performance IndicatorsFinancial Achieve new business premium as per AOP targets rolled out bySales and defined SFM Achieve Traditional Product Mix target Achieve Customer Retention targets for the portfolio. Achieve targets as prescribed for individual BDO/ self target Ensure timely PIR reporting and NIL PIR pendingCustomer Ensure Customer Complaints =1% of book Achieve defined metrics as per Sales Force Managementprocess/guidelinesProcess Ensure FTR at defined percentage. Ensure Customer Retention at defined percentage V. Major Challenges Drive consistent business across assigned territory both New & Customer Retention premium. Manage multiple agent /lead generators relationships with maturity and without neglecting anyparticular area. VI. Role ContextVII. Management & Leadership of Regulatory, Compliance & Operational Risk VIII. Observation of Internal ControlsMaintain and observe Company's internal control standards, implement and observe the Company'sCompliance Policy, including the timely implementation of recommendations made by internal/externalauditors and external regulators. Foster a compliance culture and implement the Compliance Policy bymanaging compliance risk and optimising relations with regulators
Latur
INR 4.0 - 8.0 Lacs P.A.
Work from Office
Full Time
I. General Information Role: Business Development Officer- Defence II. Job ObjectiveWork closely & jointly with Defense service employees and business partners to ensure CHOICe achieves itsbusiness aspiration in line with the AOP Targets (New & Customer Retention) as stated in individual objectivesetting sheets. Support channel partner in delivering higher levels of productivity and facilitate the process ofSubmission to- Issuance within mutually agreed timelines. Protect Customer & CHOICe interests by ensuringprocesses /systems in-use; comply with regulatory & internal guidelines. Effectively manage channel partnerexpectations & improve the quality of Relationship Management to build a mutually benefiting model. Keyresponsibilities of the job holder are: Business Development | Execution Implementation of Sales &Customer Retention Strategies | Relationship Management. The said role requires the Job Holder to balanceCustomer Servicing activity along with Sales Acquisition, while ensuring, the necessary growth as per AOPcoupled with Highest Persistency. III. Key Responsibility Areas# Key Result Areas Activities1 Impact on the Business/ Function To achieve BDO wise targets.(New & Customer Retention) To achieve desired Agent/ partner Activation targets. To create a healthy Product Mix with traditional 50% To create a healthy pool of lead generators across defenseterritory2 Customers /Stakeholders Provide support to agents and lead generators at the groundlevel. Make joint Field calls and motivate them to achieve targets. Provide support and training for timely Submission, Pendency,and Issuance management. Conceptualize and implement local business developmentinitiatives for lead generation and focused sales. Provide key inputs on business health to agent partners and agreeon tactical initiatives to increase lead generators & theircontribution.3 Leadership & Teamwork Liaise with colleagues across the country to imbibe best practices4 OperationalEffectiveness & Control Manage Persistency at 85% Ensure timely submission of applications at HUB locations Manage FTRs within 2% and thereby reduce Issuance TATsI V. Key Performance IndicatorsFinancial Achieve new business premium as per AOP targets rolled out bySales and defined SFM Achieve Traditional Product Mix target Achieve Customer Retention targets for the portfolio. Achieve targets as prescribed for individual BDO/ self target Ensure timely PIR reporting and NIL PIR pendingCustomer Ensure Customer Complaints =1% of book Achieve defined metrics as per Sales Force Managementprocess/guidelinesProcess Ensure FTR at defined percentage. Ensure Customer Retention at defined percentage V. Major Challenges Drive consistent business across assigned territory both New & Customer Retention premium. Manage multiple agent /lead generators relationships with maturity and without neglecting anyparticular area. VI. Role ContextVII. Management & Leadership of Regulatory, Compliance & Operational Risk VIII. Observation of Internal ControlsMaintain and observe Company's internal control standards, implement and observe the Company'sCompliance Policy, including the timely implementation of recommendations made by internal/externalauditors and external regulators. Foster a compliance culture and implement the Compliance Policy bymanaging compliance risk and optimising relations with regulators
Palghar
INR 4.0 - 8.0 Lacs P.A.
Work from Office
Full Time
I. General Information Role: Business Development Officer- Defence II. Job ObjectiveWork closely & jointly with Defense service employees and business partners to ensure CHOICe achieves itsbusiness aspiration in line with the AOP Targets (New & Customer Retention) as stated in individual objectivesetting sheets. Support channel partner in delivering higher levels of productivity and facilitate the process ofSubmission to- Issuance within mutually agreed timelines. Protect Customer & CHOICe interests by ensuringprocesses /systems in-use; comply with regulatory & internal guidelines. Effectively manage channel partnerexpectations & improve the quality of Relationship Management to build a mutually benefiting model. Keyresponsibilities of the job holder are: Business Development | Execution Implementation of Sales &Customer Retention Strategies | Relationship Management. The said role requires the Job Holder to balanceCustomer Servicing activity along with Sales Acquisition, while ensuring, the necessary growth as per AOPcoupled with Highest Persistency. III. Key Responsibility Areas# Key Result Areas Activities1 Impact on the Business/ Function To achieve BDO wise targets.(New & Customer Retention) To achieve desired Agent/ partner Activation targets. To create a healthy Product Mix with traditional 50% To create a healthy pool of lead generators across defenseterritory2 Customers /Stakeholders Provide support to agents and lead generators at the groundlevel. Make joint Field calls and motivate them to achieve targets. Provide support and training for timely Submission, Pendency,and Issuance management. Conceptualize and implement local business developmentinitiatives for lead generation and focused sales. Provide key inputs on business health to agent partners and agreeon tactical initiatives to increase lead generators & theircontribution.3 Leadership & Teamwork Liaise with colleagues across the country to imbibe best practices4 OperationalEffectiveness & Control Manage Persistency at 85% Ensure timely submission of applications at HUB locations Manage FTRs within 2% and thereby reduce Issuance TATsI V. Key Performance IndicatorsFinancial Achieve new business premium as per AOP targets rolled out bySales and defined SFM Achieve Traditional Product Mix target Achieve Customer Retention targets for the portfolio. Achieve targets as prescribed for individual BDO/ self target Ensure timely PIR reporting and NIL PIR pendingCustomer Ensure Customer Complaints =1% of book Achieve defined metrics as per Sales Force Managementprocess/guidelinesProcess Ensure FTR at defined percentage. Ensure Customer Retention at defined percentage V. Major Challenges Drive consistent business across assigned territory both New & Customer Retention premium. Manage multiple agent /lead generators relationships with maturity and without neglecting anyparticular area. VI. Role ContextVII. Management & Leadership of Regulatory, Compliance & Operational Risk VIII. Observation of Internal ControlsMaintain and observe Company's internal control standards, implement and observe the Company'sCompliance Policy, including the timely implementation of recommendations made by internal/externalauditors and external regulators. Foster a compliance culture and implement the Compliance Policy bymanaging compliance risk and optimising relations with regulators
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Financial Services / Insurance
Approximately 1,500 Employees
426 Jobs
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