5008 Insurance Jobs - Page 5

Designation: Associate Insurance operations Experience: 0 - 1 years Location: Trivandrum Skill Required: Neutral accent and good communication skill, Word, Excel and Outlook, Insurance Knowledge Job Description: Preferably any graduation. Basic Insurance Knowledge Understanding of software and tools used within business (including but not limited to MS Office) Understanding of data sources, and data warehousing principles. Strong skills in data integration and analysis Highly numerate, with ability to notice trends and find anomalies in data, and ability to investigate them Take full ownership of own deliverables, work well with the team to achieve overall targets, consider the bigger picture and the importance of the process. Sending regular daily, weekly, monthly reports, responding to ad-hoc queries helping in production, training doing Quality check. Proactively managing own daily, weekly and monthly workflow to ensure key performance indicators and service standards are met. If interested, please share your resume at aparna.k-s@allianz.com by mentioning the designation At Allianz, we believe in a diverse and inclusive workplace and in giving fair and equitable opportunities to all our employees, so everyone can succeed. We, the Allianz Services India family, welcome all applications from all regardless of gender identity and/or expression, sexual orientation, race or ethnicity, age, nationality, religion, disability, or philosophy of life.

Urgently hiring AM/ASM for the Direct and agency channel Experience: Min 2 years in insurance sales Salary: up to 5.5 lpa Location: Chennai, Vishakhapatnam, Coimbatore, Bangalore, Hyderabad, Kochi Note: It's a field sales job. Contact: 8007929666

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

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

We are looking for dynamic and self-motivated individuals to join our Financial Services Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Must be graduate + 0 to 5 years of experienced in Insurance/FD/MF Key Responsibilities: Conduct field sales and client meetings to promote and sell insurance products. Develop and maintain strong relationships with potential and existing clients. Achieve sales targets and contribute to the company's revenue growth. Educate customers on different insurance policies and tailor solutions based on their needs. Regularly update sales data and reports. Travel within the assigned city and outskirts for client meetings. Eligibility Criteria: Education : Graduate/postgraduate0 months to 5 years experience in Insurance profile. Skills & Competencies : Basic knowledge of insurance products and sales techniques. Strong communication and negotiation skills. Ability to work independently and in a target-driven environment. Presentable and well-groomed appearance for client interactions. Additional Requirements : Candidates must be from the local area and have a strong understanding of the market.

We are looking for dynamic and self-motivated individuals to join our Financial Services Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Must be graduate + 0 to 5 years of experienced in Insurance/FD/MF Key Responsibilities: Conduct field sales and client meetings to promote and sell insurance products. Develop and maintain strong relationships with potential and existing clients. Achieve sales targets and contribute to the company's revenue growth. Educate customers on different insurance policies and tailor solutions based on their needs. Regularly update sales data and reports. Travel within the assigned city and outskirts for client meetings. Eligibility Criteria: Education : Graduate/postgraduate0 months to 5 years experience in Insurance profile. Skills & Competencies : Basic knowledge of insurance products and sales techniques. Strong communication and negotiation skills. Ability to work independently and in a target-driven environment. Presentable and well-groomed appearance for client interactions. Additional Requirements : Candidates must be from the local area and have a strong understanding of the market.

We are looking for dynamic and self-motivated individuals to join our Financial Services Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Must be graduate + 0 to 5 years of experienced in Insurance/FD/MF Key Responsibilities: Conduct field sales and client meetings to promote and sell insurance products. Develop and maintain strong relationships with potential and existing clients. Achieve sales targets and contribute to the company's revenue growth. Educate customers on different insurance policies and tailor solutions based on their needs. Regularly update sales data and reports. Travel within the assigned city and outskirts for client meetings. Eligibility Criteria: Education : Graduate/postgraduate0 months to 5 years experience in Insurance profile. Skills & Competencies : Basic knowledge of insurance products and sales techniques. Strong communication and negotiation skills. Ability to work independently and in a target-driven environment. Presentable and well-groomed appearance for client interactions. Additional Requirements : Candidates must be from the local area and have a strong understanding of the market.

Role & responsibilities Responsible for Agent Recruitment Agent Development Meet Business targets Customer Centricity Agent Recruitment Develop various sources of agent hiring & build a team of agent & agent pipe line. Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Implementation of GOLD process and adhere to the business norms Follow agent 9 pointer hiring mechanism & other hiring norms Agent Development Ensure product knowledge by ways of training Field demonstration (FODs) Development of agent prospecting habits, calling habits and work habits. Work with agent on planning and reviewing of activities and goals. Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Achievement of monthly, quarterly & yearly business plans. Improve agent productivity & persistency by regular PRP/IID/GID etc Ensure companies product mix sales ration and adhere to the business norms. Maintain agent pro activity as per business plan Customer Centricity Follow sales practice to develop deep customer loyalty Hold periodical customer meet to understand customer pulse & need Ensure customer queries are responded to satisfactorily as per standard. Desired Competencies Sourcing & Selection capability Nurturing & Developing talent Result orientation Customer centricity Planning Achievement of business plan & GPA Recruitment / Development & Activisation of agent as per plan. Preferred candidate profile Candidate should be local Should have minimum 1yr of stability in current company. Should have earned minimum 25k incentive in last 1yr. Minimum 1yr of field sales experience. Minimum Graduate Should not have active agency license.

Role & responsibilities Responsible for Agent Recruitment Agent Development Meet Business targets Customer Centricity Agent Recruitment Develop various sources of agent hiring & build a team of agent & agent pipe line. Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Implementation of GOLD process and adhere to the business norms Follow agent 9 pointer hiring mechanism & other hiring norms Agent Development Ensure product knowledge by ways of training Field demonstration (FODs) Development of agent prospecting habits, calling habits and work habits. Work with agent on planning and reviewing of activities and goals. Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Achievement of monthly, quarterly & yearly business plans. Improve agent productivity & persistency by regular PRP/IID/GID etc Ensure companies product mix sales ration and adhere to the business norms. Maintain agent pro activity as per business plan Customer Centricity Follow sales practice to develop deep customer loyalty Hold periodical customer meet to understand customer pulse & need Ensure customer queries are responded to satisfactorily as per standard. Desired Competencies Sourcing & Selection capability Nurturing & Developing talent Result orientation Customer centricity Planning Achievement of business plan & GPA Recruitment / Development & Activisation of agent as per plan. Preferred candidate profile Candidate should be local Should have minimum 1yr of stability in current company. Should have earned minimum 25k incentive in last 1yr. Minimum 1yr of field sales experience. Minimum Graduate Should not have active agency license.

Job Description: We are looking for dynamic and self-motivated individuals to join our Financial Services Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Must be graduate 0 to 5 years of experienced in Insurance/FD/MF Key Responsibilities: Conduct field sales and client meetings to promote and sell insurance products. Develop and maintain strong relationships with potential and existing clients. Achieve sales targets and contribute to the company's revenue growth. Educate customers on different insurance policies and tailor solutions based on their needs. Regularly update sales data and reports. Travel within the assigned city and outskirts for client meetings. Eligibility Criteria: Education : MBA/ Graduates with minimum 1 year of experience Skills & Competencies : Basic knowledge of insurance products and sales techniques. Strong communication and negotiation skills. Ability to work independently and in a target-driven environment. Presentable and well-groomed appearance for client interactions. Additional Requirements : Candidates must be from the local area and have a strong understanding of the market.

Greetings from Kotak Life Insurance!! We are Currently hiring For a Sales Manager In our Banca Channel. Location : Ghaziabad, Delhi, East Delhi, West Delhi, North Delhi, South Delhi, Central Delhi, Noida, Gurgaon, Faridabad. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.sharvari-lokare@kotak.com or call on 9892923348 Job description Key Responsibilities: Working jointly with the Bank frontline team Driving and motivating the bank staff to source LI business & providing support for logging in applications sourced Build relationship with the Bank Sales / operations team and ensure the business targets and Productivity targets of the allocated resources are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree and implement short term and long term plans to achieve sales targets To achieve bank frontline activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Will be sitting in Kotak Bank

Relationship Manager Financial Services Experience: Minimum 3 Years Qualification: Any Graduate / Postgraduate Key Responsibilities: Client Acquisition & Relationship Management Identify potential customers and generate leads for loan products and liability accounts. Build and maintain strong relationships with both new and existing clients. Understand customer financial needs and provide tailored solutions. Sales & Product Management Promote and sell financial products, including Personal Loans, Business Loans, Credit Cards, Savings Accounts, and Fixed Deposits . Ensure customer retention by managing liabilities effectively. Achieve sales targets for both loan and liability products. Market Analysis & Reporting Stay updated with market trends and competitor offerings to optimize sales strategies. Provide insights on sales performance, customer feedback, and market opportunities. Key Requirements: Minimum 2 years of experience in the financial sector, handling multiple products. Strong sales and negotiation skills . Excellent communication and interpersonal skills . Ability to manage multiple financial products efficiently. Knowledge of banking and financial regulations .

Role & responsibilities Responsible for Agent Recruitment Agent Development Meet Business targets Customer Centricity Agent Recruitment Develop various sources of agent hiring & build a team of agent & agent pipe line. Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Implementation of GOLD process and adhere to the business norms Follow agent 9 pointer hiring mechanism & other hiring norms Agent Development Ensure product knowledge by ways of training Field demonstration (FODs) Development of agent prospecting habits, calling habits and work habits. Work with agent on planning and reviewing of activities and goals. Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Achievement of monthly, quarterly & yearly business plans. Improve agent productivity & persistency by regular PRP/IID/GID etc Ensure companies product mix sales ration and adhere to the business norms. Maintain agent pro activity as per business plan Customer Centricity Follow sales practice to develop deep customer loyalty Hold periodical customer meet to understand customer pulse & need Ensure customer queries are responded to satisfactorily as per standard. Desired Competencies Sourcing & Selection capability Nurturing & Developing talent Result orientation Customer centricity Planning Achievement of business plan & GPA Recruitment / Development & Activisation of agent as per plan. Preferred candidate profile Candidate should be local Should have minimum 1yr of stability in current company. Should have earned minimum 25k incentive in last 1yr. Minimum 1yr of field sales experience. Minimum Graduate Should not have active agency license.

Role & responsibilities Responsible for Agent Recruitment Agent Development Meet Business targets Customer Centricity Agent Recruitment Develop various sources of agent hiring & build a team of agent & agent pipe line. Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Implementation of GOLD process and adhere to the business norms Follow agent 9 pointer hiring mechanism & other hiring norms Agent Development Ensure product knowledge by ways of training Field demonstration (FODs) Development of agent prospecting habits, calling habits and work habits. Work with agent on planning and reviewing of activities and goals. Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Achievement of monthly, quarterly & yearly business plans. Improve agent productivity & persistency by regular PRP/IID/GID etc Ensure companies product mix sales ration and adhere to the business norms. Maintain agent pro activity as per business plan Customer Centricity Follow sales practice to develop deep customer loyalty Hold periodical customer meet to understand customer pulse & need Ensure customer queries are responded to satisfactorily as per standard. Desired Competencies Sourcing & Selection capability Nurturing & Developing talent Result orientation Customer centricity Planning Achievement of business plan & GPA Recruitment / Development & Activisation of agent as per plan. Preferred candidate profile Candidate should be local Should have minimum 1yr of stability in current company. Should have earned minimum 25k incentive in last 1yr. Minimum 1yr of field sales experience. Minimum Graduate Should not have active agency license.

Role & responsibilities Responsible for Agent Recruitment Agent Development Meet Business targets Customer Centricity Agent Recruitment Develop various sources of agent hiring & build a team of agent & agent pipe line. Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Implementation of GOLD process and adhere to the business norms Follow agent 9 pointer hiring mechanism & other hiring norms Agent Development Ensure product knowledge by ways of training Field demonstration (FODs) Development of agent prospecting habits, calling habits and work habits. Work with agent on planning and reviewing of activities and goals. Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Achievement of monthly, quarterly & yearly business plans. Improve agent productivity & persistency by regular PRP/IID/GID etc Ensure companies product mix sales ration and adhere to the business norms. Maintain agent pro activity as per business plan Customer Centricity Follow sales practice to develop deep customer loyalty Hold periodical customer meet to understand customer pulse & need Ensure customer queries are responded to satisfactorily as per standard. Desired Competencies Sourcing & Selection capability Nurturing & Developing talent Result orientation Customer centricity Planning Achievement of business plan & GPA Recruitment / Development & Activisation of agent as per plan. Preferred candidate profile Candidate should be local Should have minimum 1yr of stability in current company. Should have earned minimum 25k incentive in last 1yr. Minimum 1yr of field sales experience. Minimum Graduate Should not have active agency license.

Role & responsibilities Responsible for Agent Recruitment Agent Development Meet Business targets Customer Centricity Agent Recruitment Develop various sources of agent hiring & build a team of agent & agent pipe line. Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Implementation of GOLD process and adhere to the business norms Follow agent 9 pointer hiring mechanism & other hiring norms Agent Development Ensure product knowledge by ways of training Field demonstration (FODs) Development of agent prospecting habits, calling habits and work habits. Work with agent on planning and reviewing of activities and goals. Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Achievement of monthly, quarterly & yearly business plans. Improve agent productivity & persistency by regular PRP/IID/GID etc Ensure companies product mix sales ration and adhere to the business norms. Maintain agent pro activity as per business plan Customer Centricity Follow sales practice to develop deep customer loyalty Hold periodical customer meet to understand customer pulse & need Ensure customer queries are responded to satisfactorily as per standard. Desired Competencies Sourcing & Selection capability Nurturing & Developing talent Result orientation Customer centricity Planning Achievement of business plan & GPA Recruitment / Development & Activisation of agent as per plan. Preferred candidate profile Candidate should be local Should have minimum 1yr of stability in current company. Should have earned minimum 25k incentive in last 1yr. Minimum 1yr of field sales experience. Minimum Graduate Should not have active agency license.

Key Responsibilities: Reminding Customers: Call customers to remind them about their insurance policy renewals before they expire. Customer Service: Answer customer questions, address concerns, and help them understand their renewal options. Renewal Processing: Process policy renewals, ensuring accurate record-keeping and following company guidelines. Customer Retention: Encourage customers to renew their policies and ensure they are satisfied with the renewal process. *Hindi+ Marati *Hindi+ Gujarati *Hindi+ Bengali *Hindi+ Telugu *Hindi+ Malayalam kotteeswarid@cholamsispl.com/ 9150167940 (only watsup)

SUMMARY JD Insurance, BFSI - Training Lead (TL) Job Summary - Responsible in overseeing the over - all performance of the aligned accounts and provides direction to team members directly reporting to him/her in all aspects of Training including planning/design, implementation, reporting, and evaluation of all Training processes. He/she provides guidance in the development, implementation, analysis, evaluation of policies and procedures that render effective and efficient world - class service to Insurance clients as evidenced by excellent Customer Satisfaction, Employee Satisfaction. Duties and Responsibilities Develop, update, and manage training programs for the account and collaborates with BFSI team on instructional design, content, projects, etc. Facilitate or co - facilitate trainings for new and existing resources using a variety of instructional techniques formats. Drive Domain across accounts in PHP teams. Actively participates in Due Diligence and transitions calls for new & existing scope of work. Manage coaching sessions with trainees and supervisors to achieve high performance levels. Works with quality assurance in monitoring resources while processing cases to provide appropriate coaching to ensure consistent procedures and standards, and overall partner performance to maximize customer satisfaction. Manage training administration to include training enrolment and class assignments, course evaluations and tests and develop appropriate reporting to manage program effectiveness. Assess and or adapt both current and new training needs to adapt to organizational changes and business needs. Work very closely with team members to solve process problems. Provide recommendations on any matters relating to improving the process. Manages knowledge base (which includes upkeep of training materials and records, finding innovative training methods etc.) Supports & designs ongoing and long - term improvement projects for career development. Documents all business - related employee interactions. Reviews and analyses reports, records, and data to meet and exceed customer and company objectives. Collaborates with all workgroups to resolve issues that impact internal and external Customers. Establishes operational priorities and strategies to meet and exceed business goals and Objectives. Effectively conduct meetings. Relationship Interpersonal Communication - Partners with Account Leads and employees across the organization for a meaningful understanding of their requirements; and effective delivery of these Customer Service Orientation - Maintains and advocates a cheerful and positive attitude, ensuring that a welcoming environment is established and consistently projected. Relationship Building - Establishes relationships and networks across a broad range of people and groups both internally and externally. Teamwork and Cooperation - Works well with others towards achieving desired results, clarifies goals and roles and initiates clarification and conflict resolution. Desired/Preferred Qualifications Must have a bachelor’s degree in any stream. Certifications from LOMA & The Institutes is added advantage. Knowledge of Property & Casualty and Life and Annuities. Good critical and analytical thinking skills Effectively meets strict deadlines. Detail oriented and possess good organization skills. Effective written and oral communication skills and be able to maintain confidentiality. Demonstrated PC knowledge including Windows, MS Applications - Microsoft Word, Excel, and Outlook. Able to work rotational shifts with adherence to schedule a must, including evenings, weekends and overtime as necessary. Willingness to render extended hour/s as the need arises. Experienced as a Training SME and Trainer for 4+ years

Role: Business ConsultantTransition & Transformation Work Location: Trivandrum Exp: 6+ years Job Description: 6+ years of related work experience with demonstrated, Transition / Right-shoring / Business Change Projects, Project management & process improvement experience in the insurance domain, Experience should include participation in the delivery of at least 3+ projects or programmes involving Business Transition, Transformation or Process Improvements, PMP, PRINCE2 or equivalent project/programme management certification would be an added advantage 77650 | Project Management | Professional | PG08 | Allianz Services | Full-Time | Permanent Allianz Group is one of the most trusted insurance and asset management companies in the world Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us, We at Allianz believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you believe in, We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, disability or sexual orientation, Join us Let's care for tomorrow, Note: Diversity of minds is an integral part of Allianzcompany culture One means to achieve diverse teams is a regular rotation of Allianz Executive employees across functions, Allianz entities and geographies Therefore, the company encourages its employees to have motivation in gaining varied skills from different positions and to collect experiences from across Allianz Group, Show

We are looking for Executive in Billing Department Exp - min 1 year at hospital sector Location - R. A. Puram

Company Profile Nextgen is a UK based company that provides services for mobile operators world-wide. We are a growing company with about 300+ employees and offices in Europe, Asia, India, Cairo and the US. Our core competency is the provision of services around the commercial aspects of mobile roaming, data and financial clearing. Our services are based on proprietary software and operated centrally. The software is based on Web and Oracle technology and its main purpose consists in processing and distribution of roaming data, settlement of charges between the operators and providing business intelligence applications to our customers. Role Purpose & Context Support the Middle Office Operational process by providing admin support to the Account Managers for Financial Clearing and Discount management services to Nextgen customers. Responsibilities System & Date Support Preparing Monthly Cycle Calender. Downloading Barclays Statement and sending it to publicpmn. Prearing relevant reports and providing same to the customers as per calender deadline. Manual Debt Chase to top partners as per customer’s requirement. Amendments in Indicative reports as per customer’s instruction. Preparing Summary Report for Fund Transfer and Unused Fund. Daily check on Allocation queue and Issue Logs. Answering Client’s, Account Manager’s and Partner query received on publicpmn@nextgenclearing.com Follow-up on pending invoices, IOT documents and Remittance details. Work closely with the Account managers and Back office ensuring high level of customer satisfaction at all times. Account Managers’s day to day point of contact for all operational matters related to Client query. Requirements 0 to 2 years prior work experience and ideally gained in finance or administration Analytical and numerate High level of attention to detail Well organised and ability to multitask. Service-oriented can do attitude A team player but able to work independently. Ability to work under pressure MS office Accounting knowledge is desirable. A University degree is desirable English oral and written, additional language is desirable. Benefits Health Insurance Provident Fund, Gratuity 5 days working (Monday-Friday) Employee Engagement activities in a Quarter

Process:- Good Communication Freshers/Experienced both can apply. Min qualification- Graduate Freshers or any Telesales experience with Excellent Comms skills Shift: 9:30AM to 6:30PM Desired Candidate Profile:- Min qualification-HSC Salary:- Upto 25K in hand (Salary will be closed on the basis of the candidates skillset and previous package) How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Kunal:- 3784 50713

Role Overview: We are seeking a skilled and proactive IT Business Analyst to be part of a dynamic team involved in building a greenfield Asset Insurance product . The ideal candidate will work closely with stakeholders, product owners, and development teams to drive user story creation, grooming, and refinement. The product spans across Partner, Portfolio, Policy, Claims, Insurance, and Accounting modules , and requires deep functional understanding of insurance processes and agile delivery. Key Responsibilities: Collaborate with business stakeholders and product owners to gather, analyze, and document requirements for a greenfield Asset Insurance product. Break down high-level features into epics and user stories with clearly defined acceptance criteria . Lead and facilitate refinement and grooming sessions , ensuring alignment with business goals and technical feasibility. Define process flows, data models, and UI mockups to support requirement understanding. Act as a bridge between business and technical teams, ensuring accurate translation of business needs into deliverable features. Ensure traceability of requirements through development, testing, and delivery . Support the QA and UAT teams with clarifications, test case validation , and issue triage. Participate in Agile ceremonies including daily stand-ups, sprint planning, reviews, and retrospectives. Maintain backlog hygiene by continuously refining stories and prioritizing based on business value and dependencies. Key Modules Exposure: Partner Management – onboarding, relationship tracking, commissions. Portfolio Management – asset categorization, portfolio structuring. Policy Lifecycle – quotation, underwriting, issuance, endorsements, renewals. Claims – FNOL, assessment, settlement, fraud detection. Insurance Core – coverage definitions, product setup, rating engines. Accounting – premium reconciliation, claim disbursement, financial integration. Qualifications & Skills: 5+ years of experience as a Business Analyst in Insurance domain , preferably General/Asset Insurance. Strong understanding of Agile methodologies (Scrum/SAFe). Experience with tools like JIRA, Confluence, Balsamiq, Figma, etc. Experience in working on greenfield or large-scale transformation projects is preferred. Exposure to API-driven product development is an added advantage. Nice to Have: Certifications such as CBAP, CCBA, SAFe Agilist/Practitioner, PSM I . Prior experience with InsurTech platforms or digital insurance products . Understanding of compliance and regulatory requirements in insurance. Total Experience Expected: 08-10 years Location: Noida

Urgent Hiring for a Life insurance company Designation- Branch manager Budget- Up to 6.50LPA Channel- Agency Location- West Bengal Life Insurance Team leadership, client relationship management and sales within the insurance industry.

Roles & Responsibilities: Current Account (CA) Value Growth Manage and grow Current Account balances with a focus on premium and high-value clients Drive value through consistent engagement and product offerings tailored to customer needs Fee Income Generation Generate revenue from Trade Forex, Retail Banking, and Business Banking relationships Identify and convert cross-sell opportunities for products like CMS, POS, and payment gateway solutions Cross-Sell & Wealth Management Offer a complete suite of wealth management products including mutual funds (MF), life insurance (LI), general insurance (GI), credit cards (CC), lockers, and Y-SEC Cross-sell based on customer profile, ensuring a solution-oriented approach Customer Acquisition & Deepening Acquire high-value CASA customers from within group companies and other sources Increase the Customer to Group (CTG) and Product to Group (PTG) ratios through deepening and up-selling initiatives Achieve targets across multiple banking products including CASA, TFX income, BB, CMS, MF, LI, NTB acquisition Client Servicing & Relationship Management Deliver superior client service standards through regular engagement and prompt resolution Maintain strong relationship rigor across the portfolio to enhance client satisfaction and retention Product & Process Enhancement Provide feedback to internal teams for product/process improvements based on customer interactions Ensure that the product proposition aligns with the key business requirements of clients New to Bank Acquisition Leverage references from existing clients to drive NTB (New to Bank) acquisition Build and maintain a robust prospect list with potential conversion into long-term relationships Business Profiling & Risk Assessment Understand client business models in-depth to extract opportunities and assess risks Position banking value proposition effectively to address specific client business issues Team Collaboration Work collaboratively in a cross-functional environment, contributing to shared business goals