WAhManage scrutiny and login of agent recruitment and licensing formsSupport HR in onboarding / exit activities of employees at Branch Office and management of employee engagement activitiesEnsure new business requirement management and issuance through coordination with relevant stakeholdersScanning and scrutiny of physical new business applications within specified TATSales Support wherever requiredCustomer Service (QRC) and CRM managementDispatch management of policy documentsRenewal collection: Outbound tele-calling, coordination with bank branch/ sales and customer visitsClosure of unclaimed moniesClaim registration and coordinationPre-issuance validation calling (PIVC) for super HNI customersHandling audits, adherence to regulatory compliance and support legal activitiesManagement of Branch Admin related activities and infra supportFixed / IT asset managementVendor Management coordinate with Admin and Finance for timely empanelment and paymentsPetty cash management and reconciliationWe have an opening for the below mentioned locations -MumbaiAhmednagarGoaKolhapurBhopalGwaliorRanchiJorhatDhanbadMuzaffarpurJabalpurRaipurKochiGunturKarimnagarKozhikodeVishakhapatnamThiruvananthpuramTrichiWarangalAgraDehradunFaridabadGorakhpurHissarJodhpurKanpurLudhianaMeerutPritampuraSiliguri

Role & responsibilities ; Plan and execute a monthly training calendar for various teams in the organization and interventions for bank partners and various sales channels.Working with business leaders and managers to identify training needs and trends within business.Designing a solution which includes blended approach to learning such as coaching. Classroom training, action learning and e-learning.Train the trainers and define and track the process and metrics related to induction training, refresher and intervention - based training.Have regular and daily training interventions with new joining BDMs.Carry out tests and other certifying mechanisms to periodically monitor and upgrade the skill and knowledge levels of the people Ready for travelling up to 12 14 days a monthDrive training coverage as per defined standards. Responsible for Sales & Distributors training Functions.Increase in Sales productivity basis agreed benchmarks.Drive M1 to M6 productivity with new BDMs through training interventions.Plan and conduct JFW (Joint Field Work) with new BDMsProvide extensive support especially to M1, M2 BDMs so that they achieve their productivity.Conduct Branch Trainings at Bank branches Provide Support to Specified Persons at Bank branches that help them to garner LI business from Bank CustomersConduction Induction programs and Induction recall programsConduct CBPs with Frontline sales team and provide inputs so that they improve on their productivityConduct 14-16 Training man-days monthlyConduct Partner Trainings on products and processes as and when requiredConduct product and process understanding audit with Frontline sales team as and when requiredPreferred candidate profile MBA in Sales & Marketing/Finance (preferred) / Postgraduate in any discipline. Candidate with certification in life insurance domain and financial planning would be preferred.Individuals from sales training/sales background who wish to move into training role.4-6 years of overall experience in sales training with a minimum of 2-3 years in various distribution channel or sales.Experience in content development would be preferred.

Job descriptionThe Area Business head has the responsibility of driving sales and achieving the sales target of self and the team of BDMsAdvisor RecruitmentRecruitment of PartnerTraining of Partner & AdvisorMotivating and guiding the teamSupporting BOPTarget AchievementDrive sales and achieve goal sheet targetsMotivating and guiding BDMs to achieve targetsRole & responsibilities

Business drive:Drive sales and achieve targets through the Loan processing unitMap 4-5 loan centres to track every retail loan file before sanctionLiaise with Bank regional team for insurance penetration to loansConducting meeting, update, reviews required for loan coverage businessRegular insurance penetration track, update to Bank teams and IndiaFirst regional teamSubmit monthly penetration tracker to HO and ABH/RBHSales Support:Coordinate with Branch BDM for penetration and CFR/ANIRelationship Management:The Bank is the key customer of the Business Manager and he has to engage an open and trusting relationship with the Branch Managers/officers/staffEngage the employees of the bank branches in regular discussions to transfer knowledge about insurance, JV Companys product offerings and understand their issues/ concerns about selling insurance (if any)Product champion:Spearhead training requirements in region/zones mapped to increase mindshare at relevant unitsIncrease visibility at Bank loan centres and regional officesPromoting RnR for channel partner and internal employees to boost insurance penetration to retail loansLead Generation:Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals, etcKey Performance Indicators:Achieving sales targetsActivate & Penetrate branches for Insurance SalesArranging training programs for bank staff on products and selling skillsIncreasing productivity of bank branchAchievement of Monthly / Quarterly / Half yearly and Annual Sales Target

Business drive:Drive sales and achieve targets through the Loan processing unitMap 4-5 loan centres to track every retail loan file before sanctionLiaise with Bank regional team for insurance penetration to loansConducting meeting, update, reviews required for loan coverage businessRegular insurance penetration track, update to Bank teams and IndiaFirst regional teamSubmit monthly penetration tracker to HO and ABH/RBHSales Support:Coordinate with Branch BDM for penetration and CFR/ANIRelationship Management:The Bank is the key customer of the Business Manager and he has to engage an open and trusting relationship with the Branch Managers/officers/staffEngage the employees of the bank branches in regular discussions to transfer knowledge about insurance, JV Companys product offerings and understand their issues/ concerns about selling insurance (if any)Product champion:Spearhead training requirements in region/zones mapped to increase mindshare at relevant unitsIncrease visibility at Bank loan centres and regional officesPromoting RnR for channel partner and internal employees to boost insurance penetration to retail loansLead Generation:Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals, etcKey Performance Indicators:Achieving sales targetsActivate & Penetrate branches for Insurance SalesArranging training programs for bank staff on products and selling skillsIncreasing productivity of bank branchAchievement of Monthly / Quarterly / Half yearly and Annual Sales Target

JOB RESPONSIBILITIES The Relationship Officer has the responsibility of driving sales and achieving the sales target for the assigned bank branches Target Achievement • Drive sales and achieve targets through the Channel partners • Selling companys product Sales & Training Support • Support the Channel Partner in terms of implementing regulatory process. E.g; S P Certification • Support the Channel Partner in its sales effort, in terms of generating benefit illustrations, accompanying on client calls if required etc • Provide Training to Channel Partner and ensure they become self-reliant Relationship Management • The Channel Partner is the key customer of the Business Development Manager and he has to engage an open and trusting relationship with the Branch Managers/officers/staff • Engage the employees of the Channel Partners in regular discussions to transfer knowledge about insurance, Company’s product offerings and understand their issues/ concerns about selling insurance (if any) • Ensure that all service requirements are met, medicals facilitated and customers are satisfied. Lead Generation • Spearhead all lead generation initiative from the Channel Partner – whether through walk in, data-mining, referrals and others.

JOB RESPONSIBILITIES The Business Development Manager has the responsibility of driving sales and achieving the sales target for the assigned bank branches Target Achievement • Drive sales and achieve targets through the Channel partners • Selling companys product Sales & Training Support • Support the Channel Partner in terms of implementing regulatory process. E.g; S P Certification • Support the Channel Partner in its sales effort, in terms of generating benefit illustrations, accompanying on client calls if required etc • Provide Training to Channel Partner and ensure they become self-reliant Relationship Management • The Channel Partner is the key customer of the Business Development Manager and he has to engage an open and trusting relationship with the Branch Managers/officers/staff • Engage the employees of the Channel Partners in regular discussions to transfer knowledge about insurance, Company’s product offerings and understand their issues/ concerns about selling insurance (if any) • Ensure that all service requirements are met, medicals facilitated and customers are satisfied. Lead Generation • Spearhead all lead generation initiative from the Channel Partner – whether through walk in, data-mining, referrals and others.

JOB RESPONSIBILITIES The Business Development Manager has the responsibility of driving sales and achieving the sales target for the assigned bank branches Target Achievement • Drive sales and achieve targets through the Channel partners • Selling companys product Sales & Training Support • Support the Channel Partner in terms of implementing regulatory process. E.g; S P Certification • Support the Channel Partner in its sales effort, in terms of generating benefit illustrations, accompanying on client calls if required etc • Provide Training to Channel Partner and ensure they become self-reliant Relationship Management • The Channel Partner is the key customer of the Business Development Manager and he has to engage an open and trusting relationship with the Branch Managers/officers/staff • Engage the employees of the Channel Partners in regular discussions to transfer knowledge about insurance, Company’s product offerings and understand their issues/ concerns about selling insurance (if any) • Ensure that all service requirements are met, medicals facilitated and customers are satisfied. Lead Generation • Spearhead all lead generation initiative from the Channel Partner – whether through walk in, data-mining, referrals and others.

Role & responsibilities Job descriptionRecruitmentRecruitment of Business AssociatesRecruitment of AdvisorTraining of AdvisorTarget AchievementPreferred candidate profile Drive sales and achieve goal sheet targets in license active, active adviser and WRP.Role: Agency ManagerIndustry Type: InsuranceDepartment: BFSI, Investments & TradingEmployment Type: Full Time, PermanentRole Category: Life InsuranceEducationUG: Any GraduatePG: Any Postgraduate Perks and benefits

Job descriptionRecruitmentRecruitment of Business AssociatesRecruitment of AdvisorTraining of AdvisorTarget AchievementTarget AchievementDrive sales and achieve goal sheet targets in license active, active adviser and WRP.Role: Agency ManagerIndustry Type: InsuranceDepartment: BFSI, Investments & TradingEmployment Type: Full Time, PermanentRole Category: Life InsuranceEducationUG: Any GraduatePG: Any Postgraduate Role & responsibilities Preferred candidate profile Perks and benefits