To Sell Life insurance policies with Bank Channels
Position : Relationship Officer - Canara Channel Locations – Bangalore (Across) CTC Range: 3 to 3.8 LPA (No Freshers, Only experienced candidates LI or any Insurance candidates preferred) Age Limit - Up to 35 Minimum Education – Graduate Brief: - Job Description: Work closely & jointly with Banc assurance channel partner to ensure CHL achieves its business aspiration in line with the AOP Targets (New & Customer Retention) as stated in individual objective setting sheets. Support channel partner in delivering higher levels of productivity and facilitate the process of Submission to Issuance within mutually agreed timelines. Protect customer & CHL interests by ensuring processes/systems in-use; comply with regulatory & internal guidelines. Effectively manage channel partner expectations & improve the quality of Relationship Management to build a mutually benefiting model. Key responsibilities of the job holder are: Business Development | Execution – Implementation of Sales & Customer Retention Strategies | Relationship Management. The said role requires the Job Holder to balance Customer Servicing activity along with Sales Acquisition, while ensuring the necessary growth as per AOP coupled with Highest Persistency. Principal Accountabilities: Key activities and Decision-Making areas: • To Achieve channel wise targets (New & Customer Retention) • To Achieve desired Branch & LBS Activation targets. • To Create a healthy Product Mix with traditional >50% To Create a healthy pool of lead generators across branches Typical Target and Measures: Achieve new business premium as per AOP targets rolled out by SSBD and defined SFM Achieve Traditional Product Mix target Achieve Customer Retention targets for the portfolio Achieve targets as prescribed for Branch/LBS activation for bank Ensure timely PFR reporting and NIL PIR pending Ensure Customer Complaints <=1% of book Achieve defined metrics as per Sales Force Management process/guidelines Customers/Stakeholders: Provide support to BM/LBS at the ground level. 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 development initiatives for lead generation and focused sales. Provide key inputs on business health to Branch Heads and agree on tactical initiatives to increase lead generators & their contribution
To recruit good quality prospective insurance advisors and ensure that they acquire licensing in order to achieve the sales target set by the company Ensure that the advisors achieve business targets set for them.
To recruit good quality prospective insurance advisors and ensure that they acquire licensing in order to achieve the sales target set by the company Ensure that the advisors achieve business targets set for them.
To work with company partner banks and sell life insurance Sitting in bank
Work in hydrabad as DO IN CANARA HSBC LIFE INSURANCE it is field work in hydrabad local
Purpose: The primary purpose of the Relationship Manager in the Bancassurance role at Canara HSBC Insurance Company is to support the growth and development of the company's bancassurance channel. This role involves building and nurturing strong relationships with SFL Ecosystem partner, assisting in achieving sales targets, and ensuring a seamless customer experience. The Relationship Manager will work closely with bank staff to drive the sales of insurance products, provide necessary training and support, and maintain high levels of customer satisfaction.
Hiring for position RO/SRO/ERO for Direct marketing channel in insurance. Salary -UPTO 6L Location -Bund garden Pune We are ready to hire MBA freshers also.
a direct channel role involves selling insurance policies directly to customers without using intermediaries like agents or brokers. This can be done through online platforms, call centers, or in-person at a company's branch. Common direct channel job rolesSales and relationship managementRelationship Manager, Direct Channel: A frontline sales role where you are responsible for promoting and selling insurance policies directly to prospective and existing clients. This often involves understanding customer needs, recommending products, and maintaining strong customer relationships.Territory Sales Manager: A role that involves leading a team of direct sales personnel to meet and exceed monthly sales targets within a specific region. It includes monitoring team performance, maintaining high-quality business, and ensuring compliance.Direct Sales Executive/Officer: Focused on outbound and inbound sales calls to customers or following up on leads generated through the company's website. They work to convert prospects into customers by explaining policy benefits and managing the sales process.Branch Manager, Direct Channel: A leadership role for an assigned branch that manages the direct channel business. Responsibilities include achieving sales targets, coaching a team of sales personnel, and ensuring regulatory compliance. Leadership and strategyChief Direct Distribution Officer: A high-level executive position overseeing all direct sales channels. This role focuses on strategy, profitability, and driving growth for the entire direct channel operation.Cluster Business Head: A management position that involves driving sales and achieving revenue targets for a specific cluster of sales teams. Responsibilities include strategic planning, performance monitoring, and team development. Key responsibilities: Customer engagement: Directly interacting with customers to understand their needs, answer questions, and build lasting relationships to ensure satisfaction and retention. Sales and target achievement: Actively selling policies and meeting or exceeding monthly and annual sales targets. Adherence to regulations: Ensuring that all sales practices and processes are fully compliant with company policies and regulatory guidelines, such as those set by the IRDAI in India. Upselling and cross-selling: Identifying opportunities to sell additional products or services to existing customers to increase their lifetime value. Leveraging technology: Using online tools, customer relationship management (CRM) software, and other digital platforms to streamline the sales process and enhance the customer experience.
Hiring Insurance Managers.