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0.0 - 2.0 years

2 - 3 Lacs

Chandigarh

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1. Computer literacy: Helping the sales team to improve their productivity by contacting customers to arrange appointments and ensuring all Sales Representatives have high-quality, up-to-date support material. Collaborating with other departments to ensure sales, marketing, queries, and deliveries are handled efficiently. Work with account managers to create and implement targeted sales strategies Keep up with new product sales launches and make sure the sales team is up to date Provide customer service by staying on top of pending orders and customer requests Sales Co-ordination: Able to understand and predict sales trends and sales results while helping in the understanding of these trends and finding improvement points. Able to determine the success of a previous sales drive and forecast as well as determine how future ones will fare. Sales Analytics: Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Should have strong professional conversation etiquette, especially in person and over the phone when interacting with company representatives, clients and customers. Customer service: Able to use a variety of organization methods, including calendar management, to handle multiple projects at one time and completing tasks efficiently and quickly Handle sensitive financial information and dispatched emails in a timely and professional manner. Time management and organization : In addition to data entry and typing, also need to have knowledge of spreadsheet and word processing creation software

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0.0 - 4.0 years

2 - 5 Lacs

Mumbai

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About The Role Two Wheeler Business-Two Wheeler Finance-KMPL - 2W Finance Customer Service Executive Sells products by establishing contact and developing relationships with customers. Making calls to the customers and closing the leads of Personal Loans, Credit Cards and upgrade, Debit Cards and upgrade, FD booking. General Insurance/Health Insurance Communicating with target audience and managing customer relationship

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1.0 - 6.0 years

3 - 3 Lacs

Kharagpur, Medinipur, Ghatal

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Join Chola MS General Insurance as a Sales Manager - Bancassurance! Empowering Growth & Success in the Insurance Industry Role Overview: As a Sales Manager - Bancassurance ( Motor & Health ) , you will be instrumental in building and expanding our agent network in your designated regions. You will work closely with agents, support their growth, and ensure our insurance products reach a wider audience. Location : Kharagpur / Medinipur / Ghatal Preferred candidate profile Min 1 yr experience in motor insurance Whats in It for You? Attractive Package: Earn up to 3.67 Lakhs CTC per annum, with lucrative sales incentives for achieving targets. Incentives & Recognition: Rewarding your hard work with performance-based incentives and recognition. Work-Life Balance: Enjoy a supportive work culture with a balanced schedule to maintain a healthy work-life blend. Comprehensive Benefits: Health insurance and other wellness benefits to keep you and your family secure. Continuous Learning: Access to industry-leading training programs to keep you updated and help you grow in your role. Ready to Elevate Your Career? Join us in shaping the future of insurance! If you're interested, send your resume to saptarshidas@cholams.murugappa.com or call us at 9986110464 for more details. Apply Now & Be a Part of Our Success Story!

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1.0 - 3.0 years

2 - 3 Lacs

Hamirpur, Shimla, Jammu

Hybrid

Job descriptionKey Responsibilities: Recruit, train, and develop new agents for life insurance sales. Achieve monthly and annual sales targets through effective field sales activities. Drive business through existing and new agency networks. Conduct joint field calls with agents to support their business development. Monitor and evaluate agent performance; provide necessary coaching and motivation. Ensure high levels of customer satisfaction and policy persistency. Organize regular training and development programs for agents. Stay updated on competitor activities and market trends. Maintain proper documentation and reports as per company standards. Skills & Qualifications: Minimum 2 years of experience in Health insurance field sales, preferably in the agency channel. Strong sales, negotiation, and relationship-building skills. Good understanding of insurance products and regulatory requirements. Ability to motivate and manage a team of agents effectively. Excellent communication and interpersonal skills. Goal-oriented with a focus on performance and results. Proficiency in local language(s) and English. Bachelor's degree in any discipline (preferred).

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7.0 - 12.0 years

9 - 13 Lacs

Guntur

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KRAs End-to-end ownership for MP & AP performance Owns the budgets for the location Has a self-goal sheet to Lead by Example and have adequate SOC Networks continuously to get good FT-APs from Market Ensure APs and LAs incomes in location exceed benchmarks Coach MPs and APs on management/sales skills and career growth Contact APs who are falling short of CMC criteria to re-activate them Works closely with the training team to organize regulatory and skill development programs Propagates the career option amongst the LAs in the branch Owns the Rookie AP induction and development program Arrange/attend outdoor promotional events and seminars on recruitment, awareness, customer events, HNI priority etc. Grow the representation of advisors and BAs from his location on Conventions, MDRT, and R&R etc. Ensure the desired product mix of the Branch Deal with and escalate compliance issues Key Competencies Team Leadership Planning and Organizing Conceptual thinking Education and experience Candidate should be a graduate, with sales experience of 6-8 years, preferably in life insurance sector

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3.0 - 5.0 years

3 - 7 Lacs

Warangal

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Education and Experience- Graduation mandatory2-3 yrs. in Life Insurance sector, Bancassurance experience will be preferred. Job Role - Handling more than 1 bank branch Building Relationships with ROs and RMs in bank Handling the walk in customers as well as the old customers of the bank Professional Strengths - Strong communication skills (English and regional language)Stability At least 1-2 years working with a same organization.

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1.0 - 3.0 years

1 - 2 Lacs

Pune

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Job Title : Sales Executive ( General Insurance ) Location : Pune Number of Positions : 4 Experience Required :1 to 2 Years (Preference will be given to candidates from the General Insurance sector.) Salary Range: 18,000 21,000 per month Employment Type: Off-Roll (Third-Party Payroll) Role Overview: We are seeking dynamic and customer-focused D2C Sales Executives to join our team. The ideal candidates will be responsible for direct-to-consumer sales of insurance products through outbound calling, upselling, and cross-selling. This role also requires managing customer inquiries and ensuring compliance with company and regulatory guidelines. Key Responsibilities: Conduct outbound sales calls to promote and sell insurance products directly to consumers. Upsell and cross-sell additional insurance solutions based on customer requirements. Handle customer queries through calls, emails, and other communication channels. Accurately update and maintain customer information in the CRM system. Adhere to regulatory compliance standards and the companys internal sales policies. Consistently meet or exceed assigned sales targets and daily performance KPIs. Maintain a high level of professionalism and customer service in all interactions. Preferred Industry Background: General Insurance (preferred) Candidates from BPO/KPO sales or tele-sales backgrounds are also encouraged to apply. Key Skills & Competencies: Excellent communication and interpersonal skills Strong sales acumen with a customer-centric approach Ability to handle objections and close sales Basic knowledge of insurance products and processes (preferred) Proficient in using CRM tools and basic MS Office applications Goal-oriented with the ability to work under pressure Best regards, Manish Chauhan HR Executive| Career Guideline Mumbai / Bangalore 9136520859 manish@careerguideline.co.in

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1.0 - 2.0 years

1 - 4 Lacs

Nagpur, Jabalpur, Nashik

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Min 1yrs experience required in life insurance (BFSI) Any Graduate Age upto 35 yrs

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2.0 - 7.0 years

1 - 4 Lacs

Patna

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Dear Candidate, We are inviting professionals with at least 2 years of proven experience in Managing healthy relation with brokers channel to generate general insurance business for Motor & Retail Sales. Preferably from the General Insurance/ Broker industry. Please Note: It is Individual Contributor role. Not a team handling role. Job Description: Motor - Large broker- Retail Sales Sourcing all GI product line business specifically Motor, Retail Sales- Health, Home, PA, Travel, GMC, CAR etc. Managing Large corporate Brokers for all insurance requirement Need to prepare new and renewal business prospects to achieve revenue target. Contributing to sustainable financial growth of Retail Broker vertical. Working parallel with channel partners to ensure growth in business volumes. Daily interacting with National brokers Perks & Benefits : Local conveyance, Food allowance & Insurance

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2.0 - 6.0 years

2 - 5 Lacs

Nagpur

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Responsibilities: * Collaborate with sales team on group policies and SME insurance policies * Ensure compliance with regulatory standards * Maintain customer database accuracy * Review insurance applications * Calculate premiums accurately Provident fund

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7.0 - 12.0 years

17 - 20 Lacs

Bengaluru

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RoleLocation Managing Partner (AVP), Kotak Agency - Field Sales (L6) Experience 7-12 yrs KRAs End-to-end ownership for MP & AP performance Owns the budgets for the location Has a self-goal sheet to Lead by Example and have adequate SOC Networks continuously to get good FT-APs from Market Ensure APs and LAs incomes in location exceed benchmarks Coach MPs and APs on management/sales skills and career growth Contact APs who are falling short of CMC criteria to re-activate them Works closely with the training team to organize regulatory and skill development programs Propagates the career option amongst the LAs in the branch Owns the Rookie AP induction and development program Arrange/attend outdoor promotional events and seminars on recruitment, awareness, customer events, HNI priority etc. Grow the representation of advisors and BAs from his location on Conventions, MDRT, and R&R etc. Ensure the desired product mix of the Branch Deal with and escalate compliance issues Key Competencies Team Leadership Planning and Organizing Conceptual thinking Education and experience Candidate should be a graduate, with sales experience of 6-8 years, preferably in life insurance sector .

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3.0 - 5.0 years

6 - 10 Lacs

Tiruchirapalli

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Education andExperience- Graduation mandatory2-3 yrs. in Life Insurance sector, Bancassurance experience will be preferred. Job Role - Handling more than 1 bank branchBuilding Relationships with ROs and RMs in bankHandling the walk in customers as well as the old customers of the bankProfessional Strengths - Strong communication skills (English and regional language) Stability At least 1-2 years working with a same organization

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1.0 - 6.0 years

1 - 4 Lacs

Jaipur

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About The Role Collections Manager - Support Services-Collection Daily DRR Door to door visit Daily customer follow up Target v/s achievement Monitoring of collection agency .

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0.0 - 2.0 years

1 - 4 Lacs

Mumbai

Work from Office

About The Role This is an Internal document. Management Trainee About The Role Company Name Kotak Mahindra Bank Limited About the organization Established in 1985, Kotak Mahindra Group is one of India's leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group's flagship company, received banking license from the Reserve Bank of India (RBI), becoming the first non-banking finance company in India to convert into a bank - Kotak Mahindra Bank Ltd (KMBL). Kotak Mahindra Group (Group) offers a wide range of financial services that encompass every sphere of life. From commercial banking to stock broking, mutual funds, life and general insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The premise of Kotak Mahindra Group"s business model is concentrated India, diversified financial services. The - Contribute to projects and initiatives aimed at improving efficiency and performance. Collaborate with cross-functional teams on strategic business initiatives. Engage in continuous learning and professional development activities. Assist in day-to-day business operations. Support various departments in achieving their operational goals. Build and maintain strong relationships with internal and external stakeholders. Address queries and concerns promptly and effectively. Provide support to senior management in various tasks and projects. Participate in business development and customer outreach programs. Requirements Strong academic record with demonstrated leadership potential. Excellent communication and interpersonal skills. Analytical mindset with problem-solving abilities. Ability to work effectively in a team-oriented environment. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint). Location Benefits Comprehensive training and development programs. Competitive salary and performance-based incentives. Opportunity for career advancement and growth within the organization. Health and wellness benefits. Employee engagement and recognition programs.

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1.0 - 6.0 years

1 - 4 Lacs

Mumbai

Work from Office

About The Role Collections Manager - Support Services-Collection Daily DRR Door to door visit Daily customer follow up Target v/s achievement Monitoring of collection agency

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2.0 - 5.0 years

4 - 9 Lacs

Mumbai

Work from Office

Are you ready to take your career to new heights? We're on the lookout for passionate individuals to join our dynamic team of Fortune 5 Risk Management Solutions LLP If you're excited about making a difference and want to be part of a thriving and innovative insurance family, look no further. Let's create a safer and more secure future together. #JoinFortune5 #InsuranceOpportunity #CareerGrowth #hiring Position :- General Insurance SAIBA Data Entry / MIS / Payout Reconciliation Executive Location : Andheri East, Near Garware, Mumbai MH Experience: 4-5 years (Preferably from insurance broker or company ) Salary: 4.00 10.00 LPA Employment Type:Full-time Work Days: Monday to Saturday Job Description We are looking for an General Insurance SAIBA Data Entry / MIS / Payout Reconciliation Executive with 4-5 years of experience in the insurance broking sector. The role involves data reconciliation, financial reporting, and trend analysis, ensuring accuracy and integrity . Strong Excel skills, problem-solving ability, and attention to detail are essential. If you excel in MIS and data accuracy, apply now! Key Skills: Prior Work Experience with GENERAL INSURANCE Agent / Broker / Insurance Company is MUST. Insurance & Brokerage Processes Understanding of premium collections, claims processing, policy issuance, and regulatory compliance in the insurance sector. Regulatory & Compliance Awareness Familiarity with IRDAI guidelines, financial audits, and risk assessments to ensure accurate reporting. Identify and resolve discrepancies in financial reports and records. Communication & Coordination Working with cross-functional teams, finance, operations, and IT departments to align data accuracy. Knowledge of IFRS & Accounting Principles – Helps in understanding financial implications and reconciliation. Forecasting & Reporting: Using historical data to predict trends, assess risks, and improve operational efficiency. Advanced Excel Skills- Proficiency in VLOOKUP, HLOOKUP, Pivot Tables, Macros, Power Query, and Data Validation for efficient data handling. Financial & Data Reconciliation Understanding of ledger matching, premium reconciliation, policy tracking, and financial reporting in the General insurance domain. Reporting & Dashboard Creation Experience with Power BI, Tableau, or Google Data Studio for dynamic reporting and visualization. SQL & Database Management – Knowledge of SQL can help in extracting and analyzing large data sets from databases. (Good to have) Please Send your Resume with Below Replies and Details 1. Currently Where are you working or why did you leave your last job ? 2. What is your current Monthly Salary ? 3. Why do you want to change your job ? 4. What is the Notice Period in your Current Company ? 5. What is the Expected Minimum Increment ? Application Process: Interested Candidates, Kindly forward us your Latest Resume along with Recent Picture of yourself with the subject line: “[ MIS & Payout Reconciliation Executive ] – [Your Name]” at jobs@fortune5.in (CC: fortunefiveins@gmail.com)

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2.0 - 7.0 years

2 - 5 Lacs

Udaipur

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Role & responsibilities The ideal candidate will be responsible for managing Motor Agency distribution of Udaipur location. Role includes developing an effective agency channel in Udaipur location, Managing recruitment of POSP agents, Sales & Business development of Motor insurance products, maintaining balance between sales & claims, Analysing motor insurance business potential, arranging product training programs and awareness sessions and achievement of overall sales targets and executing sales promotional activities. Preferred candidate profile Candidate should be from Motor Agency or General Insurance background Qualification Min. Graduate Should be local

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3.0 - 6.0 years

4 - 7 Lacs

Bhagalpur, Begusarai, Samastipur

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Industry :- Insurance Designation :- Branch Managers Product :- Motor Insurance or Health Insurance Location: Begusarai Roles and Responsibilities:- Manage branch operations, ensuring efficient sales performance and customer satisfaction. Develop and execute strategies to increase revenue growth through agency channel development. Oversee general insurance sales, health insurance sales, and broker activities to meet business targets. Handle alternate channels such as direct sales and field sales teams for maximum productivity. Foster strong relationships with clients to retain existing customers and acquire new ones. If this opportunity matches your caliber, then apply for the same. Our team will connect you post the initial screening process.

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3.0 - 5.0 years

3 - 5 Lacs

Varanasi

Hybrid

We are searching for a highly observant Sales Managers. This role should gather client’s insurance requirements, deliver appropriate guidance, and suggest appropriate insurance plans to match the client’s needs. This is direct sales role.

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1.0 - 6.0 years

1 - 5 Lacs

Noida, New Delhi, Gurugram

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PHI - Unit Manager / Sr Unit Manager Agency Sales Prudential (UK) in partnership with the HCL group plans to set-up a standalone Indian health insurance company to address the growing healthcare needs of the Indian consumer. This joint venture will combine Prudential's global expertise in insurance and financial services with HCL Groups experience in technology and healthcare solutions. Prudential, with its longstanding presence in India, already operates two leading businesses in life insurance and asset management with the ICICI Group. Prudential was also the proud sponsor of the 1983 Cricket World Cup, Indias first World Cup Victory! Prudential Health India is a Zero to One team undertaking a no-legacy, greenfield health insurance deployment in India, building journeys that truly empathize with the customer and offer a differentiated experience. To partner with us in this mission, we are looking for a dynamic and customer-focused, Executive - Office Management to ensure the efficient and seamless operation of the office. The role serves as a backbone to executive-level functions and activities, fostering professionalism, productivity, and organization. The Executive Office Manager role contributes to the overall success and impact of the leadership team and the organization. Reporting to Branch Manager Sales As an Agency Manager of Standalone health insurance company, you will lead a team of advisors, oversee sales activities & Ensure Target Vs. Achievements. You will be responsible for developing sales plan, driving growth & Maintaining High level of customer satisfaction. The role requires a deep understanding of insurance products and passion for leading & motivating a team of advisors Responsibilities • Recruit, Manage & lead a team of Insurance Advisors Develop & implement sales strategies in line with Organizational Goals • Monitor team performance by giving adequate training and Support Ensure compliance with industry regulation and company policies Build and maintain strong relationships with clients and advisors Drive customer acquisition and Retention through sales techniques Qualification • Bachelors degree in business, Insurance, Finance or related fields • Minimum 3 years of experience in insurance domain • In depth knowledge of health, life and general insurance products • Strong leadership and organization skills • Excellent communication and interpersonal abilities • Ability to work under pressure and meet target deadlines • Professional certification in insurance is plus If anyone interested can share their resume on Neha.Tiwari@prudentialplc.co.in and call on 7683051224

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1.0 - 4.0 years

2 - 4 Lacs

Mumbai, Hyderabad, Pune

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As a part of the HDFC Life Team, you can look forward to: • Working for one of the top 20 Great Places To Work (GPTW), and a super brand for 7 consecutive years (Super Brand) • Transforming yourself as an individual and a professional, with diverse kinds of roles and experiences as HDFC Life provides numerous avenues for growth and career acceleration • Being associated with a very innovative brand (ET BFSI Innovations Tribe Summit & Awards 2020, ET Now World BFSI Congress & Awards) with a Pan-India presence of 380+ branches Purpose Of The Job: We are looking for a FLS representative who will be responsible for acquisition of Corporates and Government offices for National Pension Scheme in HDFC Life's NPS & Annuity and Retirement & Pension vertical respectively. The candidate should have experience preferably in B2B sales & in BFSI Industry. As a Front Line Sales (FLS), you will network with assigned partner & engage with new partner teams to build win-win business relationship and ensure high performance by selling life insurance products. Duties and Responsibilities - It is a field job. You will have to travel within the assigned geography to meet Institutions/ clients teams and customers. - You will be evaluated on your ability to meet the business targets (Top line, No of customers acquired, no. of subscriptions) -HDFC Life believes in technology driven sales and you will learn new technology/Mobility enhancements, to comply with the Sales Management Process. - As a business professional you will be uphold organizational values in every action and ensure business ethics and integrity. You are expected to be compliant to regulatory and statutory regulations. Essential conditions : • Work related skills •Good Listening Skills • Market knowledge • Negotiation • Goal oriented • Positive attitude • Proficient in English and Regional Language • Relationship (trust) Building • Communication/People Skills • Understanding your Client's Business & Needs • Adaptability

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2.0 - 7.0 years

2 - 5 Lacs

Navi Mumbai, Mumbai (All Areas)

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Establishing & strengthening relationship with the Bank Branch Manager to gain leads.Prospecting customers of the Bank & conducting Quick Need Analysis 7374848545- Neelam

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2.0 - 7.0 years

1 - 3 Lacs

Madurai, Kanniyakumari

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We are looking for a highly skilled and experienced Credit Officer to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-15 years of experience in the BFSI industry. Roles and Responsibility Manage credit portfolios and make informed decisions on loan approvals. Conduct thorough credit assessments and risk analyses. Develop and implement effective credit policies and procedures. Collaborate with cross-functional teams to achieve business objectives. Monitor and report on credit performance metrics. Identify opportunities to improve credit processes and operations. Job Requirements Strong knowledge of credit principles, practices, and regulations. Excellent analytical, communication, and problem-solving skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in credit software and systems. Strong attention to detail and organizational skills. Ability to build relationships with clients and stakeholders. Location - Kanniyakumari,Madurai,Marthandam,Tirunelveli

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1.0 - 6.0 years

4 - 7 Lacs

Chennai

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Role Manager Banca Sales (L3)Education andExperience- Graduation mandatory1-7 yrs. in Life Insurance sector, Bancassurance experience will be preferred.Job Role - Handling more than 1 bank branchBuilding Relationships with ROs and RMs in bankHandling the walk in customers as well as the old customers of the bankProfessional Strengths - Strong communication skills (English and regional language)Stability At least 1-2 years working with a same organization

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1.0 - 6.0 years

4 - 5 Lacs

Mumbai, Mumbai Suburban, Mumbai (All Areas)

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Roles and Responsibilities Manage a team of sales agents to achieve targets in motor insurance sales through various channels such as agency, broker, OEM, dealer, and direct. Develop and implement effective strategies to increase market share and revenue growth. Build strong relationships with clients to understand their needs and provide tailored solutions. Analyze market trends and competitor activity to identify opportunities for improvement. Ensure compliance with regulatory requirements and company policies.

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