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3.0 - 7.0 years
0 Lacs
coimbatore, tamil nadu
On-site
You will be responsible for selling Life insurance products through the assigned Bank branches by building long-term relationships with the bank. Your role will involve building relationships and motivating branch staff to help generate leads. Additionally, you will be tasked with providing complete policy details and after-sales services to clients. As the ideal candidate for this position, you should be between 23 to 38 years old and have at least 3 years of sales experience in the Insurance or Banking sector. Strong communication skills are essential for this role, as well as the ability to create and maintain relationships effectively. A positive attitude, high levels of honesty and integrity, and a willingness to stretch and achieve are qualities that we value in potential candidates. For further information, you can contact: Narmatha GS Senior Centre Manager-Corporate Placements Phone: +91-8056819111 Cell: +91-9489565290 Email: narmatha@jobsnta.com JOBS "n TA HR Services Website: www.jobsnta.com,
Posted 1 week ago
7.0 - 12.0 years
0 Lacs
Hyderabad, Telangana, India
On-site
Urgent Opening- Sr Manager/ Chief Manager/Wealth Management Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product team Must Haves: Excellent socializing and relation building skills. Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidate Should have a minimum 7 ears to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation. Aum size minimum 30 cr Location- Hyderabad, Bangalore, Chennai Salary- 15 lpa- 25 lpa Interested Candidate can mail there resume to Gaurav. [HIDDEN TEXT] Show more Show less
Posted 1 week ago
7.0 - 12.0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
Urgent Opening- Sr Manager/ Chief Manager/Wealth Management Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product team Must Haves: Excellent socializing and relation building skills. Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidate Should have a minimum 7 ears to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation. Aum size minimum 30 cr Location- Pune/ Mumbai Salary- 15 lpa- 25 lpa Interested Candidate can mail there resume to Gaurav. [HIDDEN TEXT] Show more Show less
Posted 1 week ago
4.0 - 8.0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
Platinum Relationship Manager KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance Understanding of Mutual Funds and Insurance is an added advantage Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience Customer orientation High energy levels with a motive to succeed Show more Show less
Posted 1 week ago
3.0 - 5.0 years
4 - 5 Lacs
Gurugram
Hybrid
Job Responsibility - Inspection Ordering: Order property and casualty inspections based on underwriting guidelines. Identify exposures, hazards and any underwriting concern to assist underwriters Assign inspections to appropriate field inspectors or third-party vendors. Track inspection progress and ensure timely completion. Liaise with underwriters, agents, and inspectors to clarify inspection requirements. Maintain accurate records of inspection orders, calculate replacement cost, reports, and follow-ups. Review inspection reports for completeness and escalate discrepancies. Ensure inspections meet regulatory and company standards. Monitor performance and provide feedback for improvement. Assist in developing and updating inspection procedures and workflows. o Ensure complete adherence to defined Service Level Agreements: Productivity Turn-around-time Accuracy Timely maintenance of the various work trackers Qualifications: Experience in property and casualty inspection coordination. Strong organizational and multitasking skills. Good communication and customer service abilities. Familiarity with insurance underwriting processes and inspection tools. Proficiency in Microsoft Office and insurance management systems. Experience working with third-party inspection vendors. Ability to interpret inspection findings and relay relevant information to underwriting team Preferred candidate profile Understand end-to-end insurance business Analyze and input data into systems / databases Process requests basis various rules (both subjective and objective judgement involved) Operate process and ensure complete adherence to defined Service Level Agreements Uphold Productivity, Turn-around-time, Accuracy Timely maintenance of the various work trackers Analyzes and synthesizes information/makes decisions based on policies Responsible and dedicated to meet the clients expectations Plans tasks and organizes own work Prioritizes tasks in order of importance Keeps the team informed about work-related activities
Posted 1 week ago
2.0 - 3.0 years
3 - 4 Lacs
Gurugram
Work from Office
Job Responsibility - Inspection Ordering under Property & Casuality Insurance Order property and casualty inspections based on underwriting guidelines. Identify exposures, hazards and any underwriting concern to assist underwriters Assign inspections to appropriate field inspectors or third-party vendors. Track inspection progress and ensure timely completion. Liaise with underwriters, agents, and inspectors to clarify inspection requirements. Maintain accurate records of inspection orders, calculate replacement cost, reports, and follow-ups. Review inspection reports for completeness and escalate discrepancies. Ensure inspections meet regulatory and company standards. Monitor performance and provide feedback for improvement. Assist in developing and updating inspection procedures and workflows. o Ensure complete adherence to defined Service Level Agreements: Productivity Turn-around-time Accuracy Timely maintenance of the various work trackers Qualifications: Experience in property and casualty inspection coordination. Strong organizational and multitasking skills. Good communication and customer service abilities. Familiarity with insurance underwriting processes and inspection tools. Proficiency in Microsoft Office and insurance management systems. Experience working with third-party inspection vendors. Ability to interpret inspection findings and relay relevant information to underwriting team. Job - Inspection Ordering under Property & Casuality Insurance Understand end-to-end insurance business Analyze and input data into systems / databases Process requests basis various rules (both subjective and objective judgement involved) • Operate process and ensure complete adherence to defined Service Level Agreements • Uphold Productivity, Turn-around-time, Accuracy Timely maintenance of the various work trackers Analyzes and synthesizes information/makes decisions based on policies Responsible and dedicated to meet the clients expectations Plans tasks and organizes own work Prioritizes tasks in order of importance Keeps the team informed about work-related activities
Posted 1 week ago
1.0 - 4.0 years
2 - 5 Lacs
Nagar, New Delhi
Work from Office
Job Description POSITION GUIDELINES DocumentJob Description/ Responsibilities DEPARTMENT : BILLING T P A, POSITION : COORDINATOR REPORTING TO : MANAGER BILLING T P A, QUALIFICATION : GRADUATION / POST GRADUATION IN COMMERCE EXPERIENCE : 2 5 YEARS DRESS CODE : SPECIFIED DRESS CODE WITH I D CARD DUTY HOURS : AS PER SCHEDULED REQUIREMENTS Job Description Key areas of responsibility: To give the estimate to the patients according to the treatment advised and as per the hospital tariff, To handle the Corporate Patients and make them aware regarding the authorization / approval required from their concerned companies as per the agreement with the hospital, To send the Pre Authorization request form along with the required documents to the concerned T P A s for the patients concerned under the Medical Insurance Scheme & Seeking the Cashless Transaction for their treatment, To timely solve the queries raised by the T P A s in connection to the documents forwarded to them for seeking cashless transaction, in respect of the patient concerned under Medical Insurance Scheme, To timely intimate the Reply / Approvals to the patients, To register the date of admission of the patients & simultaneously coordinate between the Doctors & Patients in respect of their admissions, To give priority to emergency cases and to co-ordinate with the consultants / respective department for the same, To maintain appropriate departmental documentation, To treat all communication about patients, staff, and other organizational business confidentially, To be involved in quality Assurance / Quality control activities, To perform all the jobs as may be assigned due to exigencies of work, Participation in Continuous Quality Improvement, Show
Posted 1 week ago
5.0 - 6.0 years
6 - 7 Lacs
Noida
Work from Office
- Offer comprehensive support through both phone and email communications. - Address complaints effectively, delivering suitable solutions and alternatives within established timeframes. - Conduct follow-ups to guarantee resolution. - Supply accurate and relevant information utilizing the appropriate tools. - Document and update notes for each call or email interaction. - Exceed expectations to prevent any inconvenience.
Posted 1 week ago
5.0 - 6.0 years
6 - 7 Lacs
Noida
Work from Office
- Offer comprehensive support through both phone and email communications. - Address complaints effectively, delivering suitable solutions and alternatives within established timeframes. - Conduct follow-ups to guarantee resolution. - Supply accurate and relevant information utilizing the appropriate tools. - Document and update notes for each call or email interaction. - Exceed expectations to prevent any inconvenience.
Posted 1 week ago
1.0 - 5.0 years
2 - 4 Lacs
Kozhikode
Work from Office
Job Description: -: Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies. Salary: Open for perfect candidate. Key Responsibilities: - Coordinate and follow up on leads provided by the manager to drive sales growth and achieve business objectives. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation. Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate. Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document Adherence to company sales process and timely submission of various reports. Age Limit : up to 35 Must Criteria: Should be having min 1 year of Life Insurance experience/ cross selling experience of Insurance sales /Banking/Financial Services sales experience Qualification : Any Degree or Diploma 3 years.
Posted 1 week ago
3.0 - 6.0 years
5 - 6 Lacs
Gurugram
Work from Office
Tata AIA Life Insurance Company Ltd. is looking for Assistant Manager - Agency Business Associates to join our dynamic team and embark on a rewarding career journey An Assistant Manager is responsible for supporting the management of a department or business unit and ensuring that it operates efficiently and effectively Responsibilities of an Assistant Manager: The Assistant Manager is responsible for managing a team of employees Responsible for implementing policies and procedures to ensure that the department or business unit operates efficiently and effectively Responsible for providing regular reports Strong leadership, organizational, and communication skills
Posted 1 week ago
7.0 - 12.0 years
9 - 14 Lacs
Hyderabad
Work from Office
Tata AIA Life Insurance Company Ltd. is looking for Manager - Agency Business Associates to join our dynamic team and embark on a rewarding career journey Team Leadership: Manage and lead a team of employees, providing direction, guidance, and support to achieve departmental or organizational goals Planning and Strategy: Develop strategic plans, set goals, and create action plans to accomplish business objectives Operations Management: Oversee day-to-day operations, ensuring efficient workflow, resource allocation, and adherence to policies and procedures Budgeting and Financial Management: Manage budgets, allocate resources, monitor expenses, and contribute to financial planning Performance Management: Set performance expectations, conduct performance evaluations, and provide coaching and feedback to team members Project Management: Plan, execute, and monitor projects, ensuring timely completion, quality, and alignment with objectives
Posted 1 week ago
7.0 - 12.0 years
6 - 7 Lacs
Hyderabad
Work from Office
Tata AIA Life Insurance Company Ltd. is looking for Branch Manager - Agency Sales to join our dynamic team and embark on a rewarding career journey Managing and overseeing all aspects of the branch's operations, including sales, customer service, and daily operations Setting performance goals and targets for employees and ensuring that they are met Managing and developing a team of employees, providing feedback, coaching, and development opportunities as necessary Developing and implementing sales strategies to meet revenue targets and drive growth Building and maintaining relationships with customers and stakeholders, including local businesses and community groups Ensuring that the branch is compliant with all relevant laws, regulations, and industry standards Managing budgets and resources effectively, ensuring that expenses are within budgetary constraints Identifying and implementing process improvements to increase efficiency and productivity Monitoring and analyzing key performance indicators (KPIs) to identify areas for improvement and make data-driven decisions Collaborating with other departments and senior management to ensure that the branch's goals align with the company's overall strategy and objectives Excellent Leadership, communication and interpersonal skills
Posted 1 week ago
2.0 - 8.0 years
4 - 10 Lacs
Ahmedabad
Work from Office
TATA AIG General Insurance Company Limited is looking for Relationship Manager - Key Partnership Group to join our dynamic team and embark on a rewarding career journey Building and maintaining positive relationships with clients: regular communication, responding to client inquiries and requests, and addressing any issues that arise Understanding client needs and requirements: understanding of the client's needs, goals, and objectives in order to provide relevant and effective solutions Identifying and pursuing new business opportunities: identify new business opportunities, such as upselling existing products or services, and work with the sales team to close new deals Providing excellent customer service: ensuring that clients are satisfied with the products and services they receive Collaborating with internal teams: work closely with other internal teams, such as the sales, marketing, and customer service teams, to ensure that clients receive a seamless and positive experience Keeping abreast of industry trends and developments: stay informed about industry trends and developments in order to provide relevant advice and recommendations to clients Excellent communication, interpersonal, and negotiation skills Strong problem-solving and decision-making abilities Proficiency in Microsoft Office and customer relationship management (CRM) software
Posted 1 week ago
9.0 - 14.0 years
8 - 12 Lacs
Mumbai
Work from Office
Claims BA Knowledge in Insurance-Property & Casualty Domain. Good Knowledge of Agile Mythology. End to end Knowledge of software development life Cycle SDLC/STLC. Apply incremental software analysis techniques to a particular tech stack or tool set Analyze existing legacy software programs, technical artefacts and applications that we need to modernize. Articulate the solution path, in a predominately technology-led environment, in terms of business outcomes and objectives. Experience working with Onshore and Offshore Teams and Experience handling Cross-Functional Projects, Resources and Clients. Experience in working closely with PO, Architects and Leads on approaches and designs. Professional Attributes: Experience dealing with Pressure and Meeting strict Project Deadlines. Excellent Written and Oral Communication Skills & Presentation Skills.
Posted 1 week ago
0.0 - 3.0 years
3 - 4 Lacs
Bengaluru
Work from Office
Warm Greetings from Rivera Manpower Services, We are Hiring! Grow your career in Customer Service with Alorica India Pvt Ltd ! Join our US Voice Process and be part of a dynamic, growth-focused environment. Walk-In Drive Details: Monday to Friday 11:00 AM to 5:00 PM Location: Rivera Manpower BTM Perks & Benefits: Freshers: Earn up to 25,000/month (with variables) Experienced Candidates: Up to 31,000/month (with variables) Free night transport (8 PM 8 AM) Global exposure and skill development Eligibility: Excellent spoken English Willingness to work in rotational shifts and split week-offs Freshers and experienced candidates Should reside within 25 km radius of Ecospace Call and Book Your Interview Slots Now! 8884777961 / 7829336034 / 7829336202
Posted 1 week ago
3.0 - 8.0 years
3 - 5 Lacs
Chennai, Coimbatore, Kanchipuram
Work from Office
Opening for Agency Development Manager in Axis Max Life Insurance Company Role - Recruitment of insurance advisors or agents Coaching, developing and supporting Life advisors Motivate advisors / agents and drive sales through them Meet Business Targets Reporting to Branch Manager CTC Offered : chennai - 3 - 5.5 Lakhs per annum Other locations of Tamilnadu - 3- 4.5 Lakhs per annum Interested Candidate send your Updated CV to bookmark.cochin@gmail.com Preferred candidate profile Graduates with minimum 1 year field sales experience in any industry can apply . CTC negotiable based on current CTC and interview performance
Posted 1 week ago
7.0 - 12.0 years
17 - 30 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4.Both IC as well as Team Management roles are available 5.High Value Cross-Sell Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered
Posted 1 week ago
3.0 - 8.0 years
3 - 5 Lacs
Madurai, Puducherry, Tiruchirapalli
Work from Office
Opening for Agency Development Manager in Axis Max Life Insurance Company Role - Recruitment of insurance advisors or agents Coaching, developing and supporting Life advisors Motivate advisors / agents and drive sales through them Meet Business Targets Reporting to Branch Manager CTC Offered : chennai - 3 - 5.5 Lakhs per annum Other locations of Tamilnadu - 3- 4.5 Lakhs per annum Interested Candidate send your Updated CV to bookmark.cochin@gmail.com Preferred candidate profile Graduates with minimum 1 year field sales experience in any industry can apply . CTC negotiable based on current CTC and interview performance
Posted 1 week ago
7.0 - 12.0 years
17 - 30 Lacs
Ahmedabad, Surat, Vadodara
Work from Office
1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4.Both IC as well as Team Management roles are available 5.High Value Cross-Sell Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered
Posted 1 week ago
3.0 - 8.0 years
3 - 5 Lacs
Chennai, Coimbatore, Vellore
Work from Office
Opening for Agency Development Manager in Axis Max Life Insurance Company Role - Recruitment of insurance advisors or agents Coaching, developing and supporting Life advisors Motivate advisors / agents and drive sales through them Meet Business Targets Reporting to Branch Manager CTC Offered : chennai - 3 - 5.5 Lakhs per annum Other locations of Tamilnadu - 3- 4.5 Lakhs per annum Interested Candidate send your Updated CV to bookmark.cochin@gmail.com Preferred candidate profile Graduates with minimum 1 year field sales experience in any industry can apply . CTC negotiable based on current CTC and interview performance
Posted 1 week ago
1.0 - 6.0 years
3 - 5 Lacs
Himatnagar, Ahmedabad, Rajkot
Work from Office
Customer Requirement Gathering and Analysis for better product pitching. Handling Objections and grievances and providing them with timely solutions. Activate & Penetrate branches for Insurance Sales. 100 % Lead-Based Inside Sales of Life Insurance. Receiving leads from assigned Bank and source business through Channel Partner. Work on leads given by the bank
Posted 1 week ago
3.0 - 10.0 years
6 - 10 Lacs
Hisar
Work from Office
Job Description 1. Individual contributor to the entire gamut of location-focused corporate communication wing – completing end-to-end tasks in expanding the function, collaborating with other functions, supporting central Corporate Communications, and carrying out corporate-driven campaigns 2. Update the company’s intranet portal on a daily basis with updates from but not limited to the plant location 3. Ensure that organisational objectives, priorities, and messages are communicated seamlessly to office and factory workers through clear and effective internal communication channels like bulletin boards, hoardings, intranet, e-mailers, digital screens etc 4. Create relevant, topical, and engaging content for company newsletters, including monthly English newsletter (Abhivyakti), monthly Hindi newsletter, and annual special vernacular newsletter for workmen and their families 5. Write crisp and concise script for the video format and Abhivyakti. Coordinate with the agency till its production and ensure its timely release along with the digital formats. 6. Conceptualise, plan, create, and edit content for existing and new internal communication platforms – such as e-mailers, intranet, digital screens, physical boards, whatsapp groups on a daily basis, in line with the Vision and Mission of the company 7. Inform, inspire, and engage employees through internal leadership branding, such as leader webcasts, podcasts, speeches, contributions of plant leaders to central social media, etc
Posted 1 week ago
1.0 - 2.0 years
7 - 11 Lacs
Bengaluru
Work from Office
Qualification: B.Com / Graduate / CFP Experience: 1 to 2 years experience in Plan Servicing and Operations Salary Expectation: As per industry standards (based on individual qualifications, experience, and competence) Job Description Responsible for execution of investment suggestions. Timely and accurate execution of investments, insurance plans, and related services. Client coordination for KYC-compliant documentation and related paperwork. Complete paperwork related to financial plan implementation. Coordinate with vendors/product manufacturers to resolve service-related queries (brokers, mutual funds, insurance, etc.). Ensure investment recommendations and insurance plans are implemented with 100% accuracy and zero error. Send regular and accurate investment updates and tax reports to clients. Conduct regular internal audits on all client information and documentation. Update and monitor financial plans based on client goals and ongoing requirements. Required Skills Preferred: CFP graduate Proficiency in Excel and mathematics with high attention to detail and error-free output. Basic knowledge of financial products and investments such as Mutual Funds (MFs), PMS, Bonds, AIFs, Corporate FDs, PPF, EPF, etc. Strong operational, organizational, and follow-up skills. Excellent leadership, interpersonal, analytical, and time management abilities. Effective communication skills listening, writing, and speaking. High level of integrity and ethical standards
Posted 1 week ago
0.0 - 5.0 years
3 - 3 Lacs
Godda, Kaimur (Bhabua), Sundargarh
Work from Office
Role & responsibilities Recruit Agents and Promote Health & Motor Insurance Products through the Agency Preferred candidate profile Candidates who are ready to do field sales and recruit agents
Posted 1 week ago
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