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1.0 - 5.0 years
0 Lacs
hyderabad, telangana
On-site
Qualifications: Graduate in any discipline. Minimum 1 year of experience in a customer service role (Preferred Insurance industry). Key Responsibilities: Assist customers with insurance claims, guiding them through procedures. Update claim status, ensure clear communication and update the team. Address inquiries via phone, email, and chat, providing information and prompt resolutions. Work Location: Hyderabad,
Posted 3 weeks ago
1.0 - 5.0 years
0 Lacs
maharashtra
On-site
Company Description EFFICIENT INSURANCE BROKERS PRIVATE LIMITED is a financial services company Role Description This is a full-time on-site role in Mumbai for a Sales Support Associate at EFFICIENT INSURANCE BROKERS PRIVATE LIMITED. The Sales Support Associate will be responsible for providing Team support, Sub-broker support, and ensuring customer and Sub- broker satisfaction on a daily basis. Qualifications Interpersonal Skills and Customer Support Communication Skills Customer Service and Customer Satisfaction Ability to work collaboratively with a team Strong problem-solving skills Experience in the insurance industry is a plus,
Posted 3 weeks ago
2.0 - 4.0 years
2 - 4 Lacs
Coimbatore, Tamil Nadu, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
2.0 - 4.0 years
2 - 4 Lacs
Patan - Gujarat, Gujrat, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
2.0 - 4.0 years
2 - 4 Lacs
Ujjain, Madhya Pradesh, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
2.0 - 4.0 years
2 - 4 Lacs
Chennai, Tamil Nadu, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
2.0 - 4.0 years
2 - 4 Lacs
Thane, Maharashtra, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
2.0 - 4.0 years
2 - 4 Lacs
Patna, Bihar, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
2.0 - 4.0 years
2 - 4 Lacs
Amaravati, Andhra Pradesh, Andhra Pradesh, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
2.0 - 4.0 years
2 - 4 Lacs
Vijayawada, Andhra Pradesh, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
2.0 - 4.0 years
2 - 4 Lacs
Indore, Madhya Pradesh, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
2.0 - 4.0 years
2 - 4 Lacs
Srinagar, Jammu & Kashmir, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
2.0 - 5.0 years
2 - 5 Lacs
Kashipur, Uttarakhand (Uttaranchal), India
On-site
Key Responsibilities Lead and manage a team of 10-15 Frontline Sales (FLS) individuals, fostering a high-performance culture. Drive business generation effectively through 20-30 PNB Branches within your allocated circle. Take full ownership of the targets allocated to the designated PNB Branches. Drive and motivate the bank branch staff alongside your FLS team to generate leads and log prospective applications. Conduct regular team meetings to align strategies, provide guidance, and motivate team members to achieve their individual and collective targets. Educate and motivate the team on contest roll-outs and provide timely updates on new products launched in the market. Build and maintain strong, collaborative relationships with business partners at the bank branches, promptly addressing their queries and concerns. Mandatory Qualifications Proven experience in a sales leadership or territory management role, preferably within the Bancassurance channel. Demonstrated ability to manage and motivate a sales team. Strong experience in driving business through channel partners, specifically banking alliances. Ability to achieve and exceed sales targets. Excellent communication, interpersonal, and motivational skills. Willingness to travel within the assigned territory covering Kashipur, Ghaziabad, Dehradun, and Bijnore. Preferred Qualifications Experience directly working with PNB branches or similar public sector banks. Knowledge of life insurance products.
Posted 1 month ago
2.0 - 4.0 years
2 - 4 Lacs
Kolkata, West Bengal, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
2.0 - 4.0 years
1 - 2 Lacs
Hyderabad / Secunderabad, Telangana, Telangana, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
1.0 - 6.0 years
1 - 6 Lacs
Ambala, Haryana, India
On-site
We're looking for a highly driven Senior Agency Development Manager to lead and inspire a team of Financial Advisors (FAs) / Insurance Managers (IMs). In this role, you'll be responsible for executing sales targets by recruiting, training, and motivating your team. You'll ensure agents have a deep understanding of market trends and products, monitor their performance, and help them maximize business potential. If you have a strong background in insurance sales, excellent interpersonal skills, and a proven ability to lead under pressure, we encourage you to apply. Key Responsibilities Execute Sales Targets: Achieve and exceed sales targets through the effective management and performance of your team of Financial Advisors (FAs) / Insurance Managers (IMs). Agent Recruitment & Management: Proactively identify, recruit, and manage a high-performing team of advisors from your designated region. Training & Motivation: Provide comprehensive training and ongoing motivation to your advisors, enhancing their understanding of market dynamics and product offerings. Performance Monitoring & Review: Continuously monitor and review agent performance, providing guidance and support to help them achieve maximum business potential. Customer Engagement: Meet customers regularly to ensure high service standards are met and maintained. Mandatory Qualifications 1-10 years of experience in the Insurance Industry, with a strong background in insurance sales. Minimum 1-3 years of direct experience in the Insurance Industry is essential. Excellent interpersonal skills, with the ability to build rapport and foster strong working relationships. Basic knowledge of computer operations. High on initiative with a proactive approach to sales and team leadership. Good communication skills, both verbal and written. Willingness to travel and lead your team across various branches as required. Ability to deliver under pressure situations and meet challenging sales targets aggressively. High achievement orientation and a strong drive for results. Preferred Qualifications In-depth knowledge of the broader insurance industry landscape. Well-groomed and confident demeanor.
Posted 1 month ago
1.0 - 3.0 years
1 - 3 Lacs
Kashipur, Uttarakhand (Uttaranchal), India
On-site
We are seeking a dynamic and results-oriented Territory Manager - Bancassurance to lead and drive business growth through our banking channel partners. Based in Kashipur, Ghaziabad, Dehradun, or Bijnore , you will be responsible for managing a team of Frontline Sales (FLS) individuals, overseeing multiple bank branches, and ensuring the achievement of sales targets. This role requires strong leadership, excellent motivational skills, and the ability to build effective relationships with bank staff and your team to generate high-quality business. Key Responsibilities Lead and manage a team of 10-15 Frontline Sales (FLS) individuals, fostering a high-performance culture. Drive business generation effectively through 20-30 PNB Branches within your allocated circle. Take full ownership of the targets allocated to the designated PNB Branches. Drive and motivate the bank branch staff alongside your FLS team to generate leads and log prospective applications. Conduct regular team meetings to align strategies, provide guidance, and motivate team members to achieve their individual and collective targets. Educate and motivate the team on contest roll-outs and provide timely updates on new products launched in the market. Build and maintain strong, collaborative relationships with business partners at the bank branches, promptly addressing their queries and concerns. Mandatory Qualifications Proven experience in a sales leadership or territory management role, preferably within the Bancassurance channel . Demonstrated ability to manage and motivate a sales team. Strong experience in driving business through channel partners, specifically banking alliances. Ability to achieve and exceed sales targets. Excellent communication, interpersonal, and motivational skills. Willingness to travel within the assigned territory covering Kashipur, Ghaziabad, Dehradun, and Bijnore. Preferred Qualifications Experience directly working with PNB branches or similar public sector banks. Knowledge of life insurance products.
Posted 1 month ago
2.0 - 6.0 years
2 - 6 Lacs
Ghaziabad, Uttar Pradesh, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
1.0 - 3.0 years
1 - 3 Lacs
Bilaspur, Uttar Pradesh, Uttar Pradesh, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
2.0 - 4.0 years
2 - 4 Lacs
Bijnor, Uttar Pradesh, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
2.0 - 4.0 years
2 - 4 Lacs
Delhi, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
2.0 - 4.0 years
2 - 4 Lacs
Dharamsala, Himachal Pradesh, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
2.0 - 4.0 years
2 - 4 Lacs
Delhi NCR, , India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
2.0 - 4.0 years
2 - 4 Lacs
Hooghly, West Bengal, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
2.0 - 4.0 years
2 - 4 Lacs
Kapurthala, Punjab, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
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