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
Role & responsibilities Relationship Managers are front line sourcing employees of company positioned in One Company as well as single LOB branches of company for cross selling firm products. To activities conducted in their catchment areas as well as from the leads shared centrally from the marketing activities and virtual engagement channel. Should have experience in sales of LAP and Home loan Preferred candidate profile Self starter, go getter, drive to achieve and excel, good communication skills Min 1 yrs experience in home loan and lap for RM and min 5 yrs in Home loan for Sales manager
Roles and Responsibilities Manage relationships with existing clients to identify their insurance needs and provide tailored solutions. Develop new business opportunities through cross-selling life insurance products to bank customers. Collaborate with internal teams to resolve customer queries and issues related to bancassurance sales. Meet or exceed monthly targets for sales performance, productivity, and customer satisfaction metrics. Stay updated on industry trends, regulatory changes, and competitor activity to maintain a competitive edge.
Role & responsibilities job descriptions for roles in the Banca Channel : Banca Channel Sales Specialist : Responsible for promoting and selling life insurance products through partnered banking channels. Key responsibilities include developing relationships with bank partners, implementing sales strategies, and achieving sales targets. Sales Manager in Banca Channel : Formulate and implement sales plans, lead and motivate partners, and help generate leads and close sales. This role involves setting and monitoring objectives, facilitating training, and providing feedback on sales processes. Financial Service Role in Life Insurance Sector : Focus on building relationships with bank partners and supporting branch profitability by selling life insurance products. Responsibilities include maintaining strong relationships with bank staff and achieving sales targets. These roles typically require a background in finance or insurance, along with strong sales and customer relationship management skills.
Role & responsibilities Sr.KAM A Key Account Manager (KAM) is responsible for : 1. Developing and managing relationships with key customers, with the goal of increasing revenue and customer loyalty. 2. Identifying new business opportunities. 3. Negotiating contracts and agreements with key customers. 4. Collaborating with internal teams, such as product development and marketing, to ensure customer needs are met. 5. Monitoring and analyzing customer feedback to identify areas of improvement. 6. Managing and resolving customer complaints and issues. 7. Staying up-to-date with industry trends, competition and market changes. 8. Achieving sales targets and reporting on sales activities and progress. The ideal candidate should have strong interpersonal and communication skills, a proven track record of successfully managing key accounts, and experience in sales and customer relationship management. A deep understanding of the industry and market they are serving is also desirable. CASA Sales Officer Job Description DBO-Digital Banking Officer As a CASA Sales Officer, you will be tasked with driving the acquisition of Current Account and Savings Account (CASA) for a financial institution. Your role aims at generating new business opportunities, meeting sales targets, and fostering strong customer relationships through proactive outreach and service
Role & responsibilities Here are some job descriptions for roles in the Banca Channel : Banca Channel Sales Specialist : Responsible for promoting and selling life insurance products through partnered banking channels. Key responsibilities include developing relationships with bank partners, implementing sales strategies, and achieving sales targets. Sales Manager in Banca Channel : Formulate and implement sales plans, lead and motivate partners, and help generate leads and close sales. This role involves setting and monitoring objectives, facilitating training, and providing feedback on sales processes. Financial Service Role in Life Insurance Sector : Focus on building relationships with bank partners and supporting branch profitability by selling life insurance products. Responsibilities include maintaining strong relationships with bank staff and achieving sales targets. These roles typically require a background in finance or insurance, along with strong sales and customer relationship management skills.
Role & responsibilities Key Responsibilities Client Acquisition & Management: Source new clients, nurture existing relationships, and generate referrals through market outreach (DSAs, professionals). Sales & Target Achievement: Drive sales for Unsecured and secured loan products (PL, BL,Home Loans, LAP) and meet individual/team targets. Loan Processing: Manage the end-to-end process, from application login to disbursement, ensuring timely document closure and compliance. Internal Coordination: Work with Credit, Legal, Technical, RCU, and Operations teams for smooth processing. Financial Assessment: Understand client needs, assess financial eligibility, and structure appropriate loan solutions. Customer Service: Act as the main point of contact, resolving queries, building trust, and ensuring client satisfaction. Market Feedback: Provide insights to product teams for staying competitive. Preferred candidate profile Strong sales, communication, and relationship-building skills. Knowledge of secured loan products and financial regulations. Ability to meet sales targets and manage multiple clients. Problem-solving and analytical abilities. Bachelor's degree (Finance/Business preferred). Experience in financial services/lending is mandatory
Role & responsibilities Job Purpose Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targets Key Deliverables Ensure timely advice to customers for Equity and Derivative markets. Portfolio Review to be done monthly with clients for deepening the Client relationship. Ensure adherence to the Compliance process for advice given. One New to Firm relationship to be sourced on a monthly basis with min tick size of 25 lacs for Broking or IP. Daily meetings to be done with existing clients and new prospects for business. Preferred candidate profile Role Requirements Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM Experience: 3+ Years in Equity / MF / PMS / Broking Domain Knowledge: Understanding of capital markets IT Skills: MS Office
Role & responsibilities Curriculum & Content Development and training the team Design and Build: Architect, write, and develop comprehensive training curricula for VMware Horizon, covering beginner to advanced/expert levels. Scope of Content: Topics must include Horizon architecture design, implementation, administration, troubleshooting, and optimization for both on-premises data centers and cloud platforms like VMware Cloud on AWS (VMC), Azure VMware Solution (AVS), and Google Cloud VMware Engine (GCVE). Multi-Format Content: Create a variety of learning materials, including: Student workbooks, quick reference guides, and whitepapers. Ecosystem Integration: Develop content that integrates key Horizon ecosystem technologies like App Volumes, Dynamic Environment Manager (DEM), Unified Access Gateway (UAG), and vSAN. Training Delivery & Facilitation: Deliver high-impact, engaging training sessions to global audiences of IT professionals via virtual and in-person formats. Facilitate hands-on labs, ensuring a practical and effective learning experience for all students. Adapt teaching style to meet the needs of diverse learners with varying levels of experience. Assessment & Certification Program Development: Design Assessment Strategy: Create a robust framework for skill validation, including knowledge checks, quizzes, practical lab exams, and final certifications. Build Question Banks: Develop a large pool of high-quality, technically accurate multiple-choice, scenario-based, and performance-based questions for assessments. Create Practical Exams: Design "hands-on" lab exams that challenge candidates to perform real-world tasks in a controlled environment, proving their competency in deploying, managing, and troubleshooting Horizon. Manage Certification Lifecycle: Establish and maintain the criteria for certification levels (e.g., Associate, Professional, Expert), including recertification paths. Technical Expertise & Continuous Improvement: Maintain deep, hands-on expertise with the latest versions of VMware Horizon and the evolving cloud landscape. Continuously update and improve all training and certification materials to reflect new product features, best practices, and industry trends. Act as the internal subject matter expert for the training team on all Horizon-related topics. Preferred candidate profile Experience: 5+ years of hands-on experience in designing, deploying, and/or managing VMware Horizon environments. 3+ years of experience in technical training and content development. Technical Proficiency: Expert-level knowledge of VMware Horizon (8.x) architecture and components. Proven experience with Horizon deployments in on-premises and cloud environments (VMC, AVS, or GCVE). Strong understanding of the core VMware stack: vSphere, and the Horizon ecosystem: App Volumes, DEM, and UAG. Content Creation Skills: Exceptional written and verbal communication skills. A strong portfolio of created technical content (e.g., courseware, lab guides, blogs, videos). Experience with e-learning authoring tools (e.g., Articulate 360, Camtasia, Adobe Captivate) is a plus. Training Skills: Proven ability to deliver complex technical information clearly and effectively to a live audience. Preferred Qualifications VMware Certified Instructor (VCI) status or equivalent teaching certification. VMware Certified Advanced Professional (VCAP) or VMware Certified Design Expert (VCDX) in Desktop and Mobility. Formal qualification in education or instructional design. Experience developing certification exams for a major technology vendor. Proficiency with lab management platforms (e.g., Cloud-based Labs).