Min. 1 yrs of sales experience • Agency BDM of competitors and GI/HI/RMs of Bank • Ability of create distribution in quick time • Atleast 1 yr. stability in current organization(non-negotiable) • To recruit good quality prospective insurance advisors and ensure that they are acquiring licensing in order to achieve the sales target set by the company. Motivating the advisors to achieve the sales target set by the company.Provide on the job training and manage & monitor performance of the advisors. Relationship management with stake holders. Maintain persistence for the policies procured by the team of advisors to overall achieve the profitability of the team.
Min. 1 yrs of sales experience • Agency BDM of competitors and GI/HI/RMs of Bank • Ability of create distribution in quick time • Atleast 1 yr. stability in current organization(non-negotiable) • To recruit good quality prospective insurance advisors and ensure that they are acquiring licensing in order to achieve the sales target set by the company. Motivating the advisors to achieve the sales target set by the company.Provide on the job training and manage & monitor performance of the advisors. Relationship management with stake holders. Maintain persistence for the policies procured by the team of advisors to overall achieve the profitability of the team.
Min. 1 yrs of sales experience • Agency BDM of competitors and GI/HI/RMs of Bank • Ability of create distribution in quick time • Atleast 1 yr. stability in current organization(non-negotiable) • To recruit good quality prospective insurance advisors and ensure that they are acquiring licensing in order to achieve the sales target set by the company. Motivating the advisors to achieve the sales target set by the company.Provide on the job training and manage & monitor performance of the advisors. Relationship management with stake holders. Maintain persistence for the policies procured by the team of advisors to overall achieve the profitability of the team.
NO COLD CALLING - Affluent VERTICAL, LEADS WILL BE PROVIDED, HIGH CTC PLUS MONTHLY INCENTIVES(AVERAGE 50K PER MONTH) PLUS ALLOWANCES Role & 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 banks customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branchs 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 Candidate should have exp handling the HNI and UHNI Clients Candidate should have exp of client acquisition and client servicing Candidate should have knowledge of derivatives , options, cash and trading. Preferred candidate profile Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM Experience: 2+ Years in Equity / MF / PMS / Broking/ Affluent /Burgundy Domain Knowledge: Understanding of capital markets IT Skills: MS Office Good communication skills English & regional language (mandatory) Age group: 21-35 years Perks and benefits PF, ESIC, Helath Insurance, Travel allowance
Role & responsibilities Working jointly with the Branch Manager & Bank specified persons 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 Preferred candidate profile Need candidate with Min 1 yrs experience in LI in sales/Cross selling Should have Open Architecture experience Should have good communication Skill Perks and benefits Attractive salary + Incentives+ bonus +Travel expenses+ Fixed monthly incentive
Preferred candidate profile Need candidate with Min 4 yrs experience in LI in sales- Banca only/Minimum 4yrs experience in Any BFSI Training. Should have good communication Skill Ready to Travel. Minimum 4 years of experience in Sales Training, Prior experience in insurance essential. Role & responsibilities Imparting Training:- Average of 12 Man days of Training : Banca Life Refresher Training:- 80% of the RA / ASM clearing their quarterly certification Ensuring right training inputs :- 90% Employees across vertical to attend Induction training Imparting Training to Banca sellers and Life Employees as per defined and agreed Man Days. Providing right training inputs & Sales support to Banca & Life sellers - 2 days should be devoted towards training of Life employees. Refresher training should be done before the certification & follow up with failed candidates should be completed Create a robust Training team in circle by skilling the identified / shortlisted sales people so that they manage the training requirements of their clusters / branches Conduct Skill, Knowledge & compliance based training programs for the entire patch at regular intervals Organize and make presentations in internal and external seminars. Develop and manage certification processes, Implementing evaluation process online and offline to create a robust feedback and tracking mechanism on product knowledge and skills of all the trainees. Perks and benefits Attractive salary + Incentives+ bonus +Travel expenses+ Fixed monthly incentive
Role & responsibilities • Responsible for selling banking products to its retail customers. • Team Building • Achieving assigned month on month target, acquiring NTB, campaign activities, zero fraud compliance. • To prospect and meet the potential customers, Understand the Need of the customer and Explain the products and features • Complete A/c opening application forms and obtain all relevant documents to facilitate KYC Norms, ensure necessary verification about bona-fides of customer. Viz., verification with original documents • Achieve sales targets of CASA set in terms of NTB, Value & product mix. • Achieve the budgeted cross sell targets across the designated Product lines. • To maintain the attrition, AOF Rejection Management, Zero Fraud Compliance • Will be responsible to build and train the team and deliver as per the expectation of the bank. Preferred candidate profile Experience in Casa Sales in a Bank Good communication Ability to handle and mentor a team Perks and benefits Attractive salaries plus incentives
Role & responsibilities Activation of bank branches for insurance business Lead generation from bank staff Cross-selling life insurance/health insurance to bank customers Target Achievement Preferred candidate profile Any graduate with good communication skills, looking for a fast track growth path with high salary and incentives. The role has many opportunities for overseas travels and contests.
Role & responsibilities Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Preferred candidate profile Minimum 1 year to be completed by candidates in their current organization's. Cibil score should be more than 650
Role & responsibilities Will be expected to recruit and handle a team of freelance agents, and drive the same to meet stated business objectives. • Achieve GPW targets for the designated territory / span of agents • Recruitment of new agents, in accordance with laid down regulations regarding agent recruitment • Activation of agents • Ensuring training of agents as per business requirements • Ensuring business hygiene standards, in face of business pressure • Ensuring planned spread of business across diverse product lines of the company • Ensuring agents are motivated and building a long term connect between the agents and the company. • Monitoring key competition developments and ensuring flow of information to the organisation • Performance screening of all agents allotted and taking appropriate action as may be required from time to time Preferred candidate profile Eligiblity Degree must or +2(PUC) only insurance experience candidates preferred Expeirence AM - 1+yrs sales, SAM & KAM form HI, General Insurance or Life Insurance from agency min of 3+yrs experience in agency sales Industry – Preferences 1 – Health, General & Life Insurance, Insurance Broking firms, Preference 2 - BFSI, NBFC, b2b or b2c sales . Candidate must be localites
Role involves two layers of team handling and will be responsible to deliver sales through the bank partner and his team Role & responsibilities Relationship Management with Channel partner Team Management Identifying gaps in business and strategies to close them Participate and facilitate lead generation activities for cross sell of Life insurance products to the bank customer Preferred candidate profile Should have deep knowledge of managing teams and driving sales targets through banca model Min 5 years of Life insurance banca experience and 2 years of team handling experience is mandatory Max age 45.
Role & responsibilities 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 Preferred candidate profile Need candidate with Min 1 yrs experience in LI in sales/Cross selling of LI Should have good communication Skill Perks and benefits Attractive salary + Incentives+ bonus +Travel expenses+ Fixed monthly incentive