Work with bank partners to generate leads. Build customer trust through financial planning. Promote and sell life insurance products. Cross-sell to maximize value. Educate customers on financial security. Stay updated on market and industry trends

Role & responsibilities Responsibilities: Engage with banking partners to identify potential customers and generate qualified leads . Conduct financial needs analysis and provide expert life insurance advisory services . Promote and sell a wide range of insurance products such as term plans , ULIPs , and investment-linked insurance based on the clients profile. Execute effective cross-selling and upselling strategies to increase product penetration. Build and maintain strong customer relationships through proactive follow-ups and regular financial planning sessions . Meet assigned sales targets , KPIs, and ensure high conversion rates . Educate clients on the importance of financial planning , wealth protection , and insurance benefits . Stay up to date with IRDAI regulations , market trends , and insurance industry developments. Desired Candidate Profile: Graduate in any discipline ( BBA/B.Com preferred ); Minimum 1 year of sales experience , preferably in insurance / BFSI / financial services . Proven track record of target achievement and lead conversion . Strong communication , presentation , and negotiation skills. Sound knowledge of insurance products , banking processes , and retail financial services . Ability to work independently and collaborate with partner bank teams . Preferred candidate profile

Position Title: Area Manager Banca Channel Location: Palakkad Cluster, Kerala Industry: Life Insurance Employment Type: Full Time Company: A Leading Life Insurance Company Overview: We are hiring an experienced Area Manager to lead our Banca Channel operations in the Palakkad cluster . This role is ideal for professionals with solid banca handling experience and a background in life insurance sales . You will manage multiple bank branches and lead a team of Sales Managers and Bancassurance Officers to drive business growth through strong bank partner relationships. Key Responsibilities: Lead, manage, and motivate a high-performing team with strong team handling capabilities across multiple bank branches in Palakkad . Drive banca channel sales through deep engagement with partner bank staff and branch leadership. Achieve and exceed assigned sales targets through strategic planning and on-ground execution. Ensure seamless banca integration , building strong rapport with banking partners to drive life insurance penetration. Conduct regular branch visits, joint fieldwork, and partner engagement sessions to promote product awareness and lead generation. Analyze sales metrics and provide actionable feedback to the team for continuous improvement. Identify business opportunities and customer segments to expand market reach within the Palakkad cluster . Conduct training and capability-building workshops for bank staff and internal teams. Ensure compliance with regulatory guidelines and internal audit standards. Collaborate with the central team for product promotions, marketing campaigns , and business development initiatives. Prepare regular performance reports and insights for review by senior management. Requirements: Bachelor’s degree. Minimum 7 years of experience in life insurance sales with proven banca handling experience and team management . Strong knowledge of insurance products and the bancassurance model . Excellent relationship management, communication, and problem-solving skills. Current employment in a life insurance company (LI) preferred.

Job Summary : We are hiring a results-driven and customer-focused Relationship Manager / Business Development Manager to join our growing banca channel sales team. The role involves working closely with partner bank branches to promote life insurance products, build long-term client relationships, and drive revenue through strategic sales initiatives. This position is ideal for Tamil-speaking candidates who have a passion for field sales, enjoy travelling to meet clients, and have experience in insurance, banking, NBFC, or other financial services. Key Responsibilities : - Build and maintain strong relationships with customers and partner bank branches as part of the banca channel. - Understand customer financial needs and recommend suitable life insurance solutions. - Act as a relationship officer, guiding clients through the insurance process and ensuring customer satisfaction. - Generate leads through bank referrals, networking, and field sales activities. - Engage in regular travel to bank branches and customer locations to build new business opportunities. - Conduct financial planning discussions and deliver policy presentations, preferably in Tamil for local customer comfort. - Utilize cross-selling and upselling techniques to offer comprehensive financial solutions. - Ensure timely follow-ups, policy servicing, and after-sales support to enhance customer retention.

Location: Kerala, India Company: Leading Life Insurance Organization Employment Type: Full-Time Industry: Life Insurance | Banking | Financial Services Role & responsibilities Collaborate with banking partners to identify, approach, and engage potential customers through bank branch networks. Generate leads and referrals by leveraging the banks existing client base. Conduct customer needs analysis and financial planning sessions to recommend suitable life insurance products . Build strong relationships and establish trust with customers through consistent follow-ups and high-quality service. Explain product features and benefits clearly to support informed decision-making by clients. Drive cross-selling and upselling of financial products to maximize customer value. Stay up-to-date with insurance industry trends , regulatory changes , and product knowledge to better serve customers. Meet and exceed assigned sales targets and contribute to overall business growth. Preferred candidate profile Bachelors degree in any stream.(consolidated & provisional certificates are mandatory) Minimum 1 year of experience in any sales. Proven track record in achieving sales targets and driving business development. Strong communication , negotiation , and relationship-building skills.

Preferred Profile: Experience in bancassurance is highly preferred Proven team handling experience Strong track record in life insurance sales Excellent communication and relationship-building skills

DSA Management: Identify, recruit, and manage a network of DSAs (Direct Selling Agents) to drive business growth. Advisor Recruitment: Support DSAs in recruiting and developing Advisors under them. Sales Achievement: Drive sales through DSAs and Advisors to achieve targets related to premiums, policies, and advisor activations. Training & Development: Provide continuous training and skill development for DSAs and Advisors to enhance productivity. Market Expansion: Explore and develop new markets within the assigned geography. Relationship Building: Foster strong relationships with DSAs, Advisors, and customers to ensure long-term business success. Performance Monitoring: Regularly review the performance of DSAs and Advisors, providing support and corrective actions as needed. Compliance: Ensure adherence to company policies, statutory regulations, and ethical practices. Reporting: Maintain regular MIS and business reports for tracking performance and progress.

Location: Kerala, India Company: Leading Life Insurance Organization Employment Type: Full-Time Industry: Life Insurance | Banking | Financial Services Salary: 25000-33000 (in hand monthly) Age : Maximum up to 30 yrs Role & responsibilities Collaborate with banking partners to identify, approach, and engage potential customers through bank branch networks. Generate leads and referrals by leveraging the banks existing client base. Conduct customer needs analysis and financial planning sessions to recommend suitable life insurance products . Build strong relationships and establish trust with customers through consistent follow-ups and high-quality service. Explain product features and benefits clearly to support informed decision-making by clients. Drive cross-selling and upselling of financial products to maximize customer value. Stay up-to-date with insurance industry trends , regulatory changes , and product knowledge to better serve customers. Meet and exceed assigned sales targets and contribute to overall business growth. Preferred candidate profile Bachelors degree in any stream.(consolidated & provisional certificates are mandatory) Minimum 1 year of experience in any sales. Proven track record in achieving sales targets and driving business development. Strong communication , negotiation , and relationship-building skills.

As a Financial Service Consultant in the Banca Channel, you will be responsible for engaging with customers through our banking partners to offer them personalized life insurance solutions tailored to their financial needs. You will play a crucial role in building strong relationships, providing expert advice, and promoting our products to enhance customer satisfaction and drive business growth. Roles and Responsibilities: Collaborate with our banking partners to identify and engage with potential customers, leveraging their existing client base and network to generate leads and referrals. Build rapport and establish trust with customers through proactive communication, needs analysis, and personalized financial planning sessions. Conduct regular follow-ups and reviews to deepen relationships, address customer inquiries, and provide ongoing support. Present and promote the range of life insurance products and services to customers, highlighting their features, benefits, and suitability based on individual financial goals and risk profiles. Cross-sell and upsell additional products and services to maximize revenue opportunities and enhance customer value Preferred candidate profile Bachelor's degree in business administration, marketing, or related field. MBA preferred. Minimum 1 year of experience in sales, preferably in the insurance industry, with a proven track record of achieving targets. Excellent communication, negotiation, and interpersonal skills, with the ability to build rapport with diverse stakeholders. Sound knowledge of insurance products, sales techniques, and market dynamics

We are looking for a passionate and result-oriented Relationship Manager to join our sales and business development team in Tamil Nadu. This role focuses on engaging with potential customers, building long-term relationships, and driving sales through personalized service and solution-oriented selling Key Responsibilities: 1.Identify and connect with potential customers to offer suitable financial products. 2.Build strong, long-term client relationships through regular communication and follow-up. 3.Meet and exceed monthly sales targets through effective prospecting and conversion. 4.Conduct need-based discussions to understand customer goals and present product solutions. 5.Manage post-sales service, ensuring high levels of customer satisfaction. 6.Promote additional services to increase value per customer.

JOB DESCRIPTION SENIOR MARKETING MANAGER Position Overview We are seeking a dynamic Marketing Manager with 4+ years of experience and proven expertise in the automation industry to drive our marketing initiatives and accelerate business growth. This role will encompass both online and offline marketing activities, including website management, social media marketing, and participation in industry trade shows. The ideal candidate will have a deep understanding of automation technologies, B2B marketing strategies, and the ability to translate complex technical solutions into compelling marketing messages. Key Responsibilities Strategic Marketing Develop and execute comprehensive marketing strategies aligned with business objectives. Create go-to-market plans for automation products and solutions Conduct market research and competitive analysis within the automation sector Identify target customer segments and develop buyer personas specific to the automation industry's needs Campaign Management & Lead Generation Design and implement multi-channel marketing campaigns across digital and traditional platforms Collaborate with Channel Partners and the Customer Marketing teams for joint Marketing campaigns. Manage lead generation programs to support sales pipeline development Optimise marketing automation workflows and nurture campaigns Track and analyse campaign performance metrics and ROI Content Marketing & Communications Create technical content, including whitepapers, case studies, and product documentation Develop compelling messaging for automation solutions targeting industrial customers Manage content calendar and oversee production of marketing materials Collaborate with technical teams to ensure the accuracy of product communications Digital Marketing & Brand Management Oversee digital marketing initiatives, including SEO, SEM, social media, and email marketing Manage company website content and user experience optimization Maintain brand consistency across all marketing touchpoints Execute trade show and industry event marketing strategies Cross-functional Collaboration Partner with sales teams to align marketing and sales objectives Work closely with product management to support product launches Coordinate with engineering teams to understand technical capabilities and benefits Collaborate with customer success teams to develop customer testimonials and case studies Required Qualifications Experience & Background 4+ years of marketing experience with demonstrated success in B2B environments Proven experience in the automation industry (industrial automation, process automation, or related sectors) Strong understanding of automation technologies, manufacturing processes, and industrial applications Experience with marketing automation platforms and CRM systems Technical Skills Proficiency in digital marketing tools and analytics platforms (Google Analytics, HubSpot, Salesforce, etc.) Experience with content management systems and marketing automation software Knowledge of SEO/SEM best practices and social media marketing Familiarity with design software and the ability to coordinate creative production Core Competencies Excellent written and verbal communication skills with the ability to translate technical concepts Strong analytical skills and data-driven decision-making approach Project management capabilities with the ability to handle multiple initiatives simultaneously Understanding of B2B sales cycles and lead-nurturing processes Job Location: Cochin, Kerala