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7.0 - 12.0 years
9 - 12 Lacs
Pune
Work from Office
To manage and develop new business for Samarth Estates by supporting the Pre-Sales and Sales team to achieve the targets. Servicing the customers needs & problems and delivering the best possible customer experience. Responsibility Deliverable : - Manage Team performance, Culture and productivity. Maintaining walk-in to conversion customer experience Collaborations with influencers (CA, bankers, Channel partners) & converting referrals from existing network. Reviewing marketing and presales activity to improve quality of lead Conducting Site visits in terms of our agreement and closing the deals. Tasks & Activities : - Managing Sales & Presales Team : - Reviewing performance of sales and presales team Resolving issues pertaining to client queries and developing sales teams & individual skillset Build, coach and motivate team to perform Conduct daily, weekly, monthly meetings Setting sales targets weekly, monthly, quarterly, annual. Evaluate and implement processes/systems to support sales and growth Create a culture of constant feedback from team to our product, design, and marketing teams that ensure we are constantly building the best possible services and experiences for our customers Customer Experience : - Welcoming and greeting the customer. Delivering effective AV presentation as per SOP. Understanding the needs and problems if the customer. Giving appropriate solution to the customers problems. Facilitating site visit tour as per SOP. Answering the FAQs Handing the entire process from Registration to disbursement of payments from the customer. Maintain excellent customer service for existing clients. Collaborations : - Generating Influencer and Meeting them for collaboration. Registrations of Influencer and follow-up from New Leads. Closing Deal from the influencer source. Generating lead from the existing customers. By keeping follow-up with the existing clients. Customer relationship management : - Staying on top of the mind of customer through regular follow-ups, status update, information, value content Reviewing marketing and presales activity : - Preparation and timely submission of the Marketing Campaigns, customer feedback and performance of presales team, Highlighting issues in Marketing campaign, Presales communication. Highlighting if target audience is not as per our Product. Timely reviewing of all advertisement post on property portal and other Marketing platforms. Highlighting about the festive offer, Pre-Launch, Launch as per marketing analysis. Reporting : - Daily, Weekly, Monthly report submit to the management as per Matrix. Preparation of Customer case study after the site visit in brief as per SOP. Uploading the Case study on the drive along with name of the customer. Measurement Metrics : - Conversion: Maintaining a 10% + conversion of site visit to booking Conversion from influencer minimum 10 (site visit) monthly. Referral booking minimum 1 booking monthly. Booking conversion to Agreement and Payment Disbursements Lead response Time : Reducing the sales cycle length to reduce follow-up effort No. of deals : Closing 2 deals per month maintaining healthy profit margins Skills & Traits : - Objection Handling. Negotiation Closing the Deal. Rapport Building Customer handling Empathy Persuasion Effective communication Hold the position of sales with conviction Strong personality
Posted 3 weeks ago
1.0 - 4.0 years
3 - 5 Lacs
Siddipet, Kamareddy, Nizamabad
Work from Office
Industry :- Insurance Designation :- Branch Development Managers 1: Job Purpose Statement • To penetrate and increase the branch sales volume 2: Duties & Responsibilities (List in the order of importance the duties & responsibilities of this job) Primary Responsibilities: • Business / Revenue generation: Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets. • Facilitation for Branch compliance, Marketing, and service level: Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones. 3: Organizational Relationship For more details apply for this opportunity.
Posted 3 weeks ago
1.0 - 5.0 years
1 - 4 Lacs
Mumbai
Remote
!! Tomorrow F2F Interview Schedule For *Equitas Bank -Payroll - CASA* Profile !!! - ON ROLL JOB- *Job Branch Locations:* Kothrud,Pimpri , Baner , Indrayani Nagar , kalyani Nagar , , *Mumbai Location* - Over All Mumbai * *Business Development Officer ( CASA)* * Salary :- 4.25 LPA CTC+PF+Incentives * Graduation with Minimum 1 year exp CASA in banking & finance sales profile *Job Profile* :- Acquisition of Saving & Current account to Existing New Customers. Male & Female | age up-to 30 Note:- Interested candidates share your updated CV on *WhatsApp CVs- Hr
Posted 3 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
Bengaluru
Work from Office
Responsibilities: Merchant Acquisition: Onboard quality new merchants basis understanding of transaction volume and pattern in the assigned geography so as to ensure long term merchant retention. Sales & Collection : Sell our devices to the assigned merchants while informing them about the various terms of the payments and device usage. They are also responsible for rental collection and reactivation of inactive merchants. Infrastructure Management: Manage collateral and devices to ensure no loss or leakage Market Share Leadership (Sector-wise): Ownership towards saturating the market through driving business Relationship Management: Engage with identified merchants to strengthen relationship with these merchants and onboard them on more value added products and services Competition Mapping: Study, map and report competition activity in assigned geography basis geographical or category based initiatives to enable faster response.
Posted 3 weeks ago
3.0 - 8.0 years
2 - 4 Lacs
Kochi, Hyderabad
Work from Office
we are hiring for Relationship Manager Role for Bancassurance for Below locations Hyderabad, CHANGANACHERRY, MAVELIKKARA , Vallicode , Murukkumpuzha , R S Road , Kallumala, Mallapally , Girinagar , Kalamassery , Fort Kochi , Kaloor, MG road , Valanjambalam , Alappuzha , Kothamangalam ,Bangalore (Hoskote),Belgum Intrested Candidate pls do share your cv on 9608607032 or zakiya.zeenat@edelweisslife.in
Posted 3 weeks ago
2.0 - 5.0 years
4 - 4 Lacs
Madurai, Chennai, Tiruchirapalli
Work from Office
* 50 % Leads will given by company (Head office) * Call and Fix Appointment with Customer * Meeting customer directly and trying to close the business * Maintain long term relationship with customers. Required Candidate profile 1. Very Good Communication. 2. Age up to 38 as on date of interview 3. Any sales experience ( Insurance, Mutual fund, Equity) or Fresher MBA 4. Two wheeler is Must
Posted 3 weeks ago
3.0 - 4.0 years
3 - 5 Lacs
Kochi
Work from Office
Urgent hiring for bancassurance manager CTC:Upto 3.5 LPA+Incentives Exp:Min 4 Years Sales/Life Insurance/BFSI Contact Person:HR Snehal:8788255050
Posted 3 weeks ago
2.0 - 4.0 years
3 - 4 Lacs
Chennai
Work from Office
We are urgently hiring for Relationship Managers 3 role- one for assets products/Liability products, 2 Candidates for mutual fund/PMS selling. Location: Chennai : Experience: Minimum 3-6-year experience in selling of Investment related products like Mutual Funds /Life Insurance /General Insurance/ PMS/AIF /Fixed Income Products/ business and home loans Only direct sales experienced candidates will be considered. Only local candidates will be given preference. Interested candidates can also share their CVs to suresh@myassetsconsolidation.com. Key Job Responsibilities Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal Conduct timely and regular follow ups with the clients and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM Review and diversify existing client portfolio on a regular basis and provide guidance accordingly Achieve financial goals of the clients through various product line like LI, MF, FI, GI and other liabilities products. Update and cross - sell products and services to existing clients and update them about the primary and secondary market trends Ensure regular connect with pending leads/references Update self-regarding all schemes, products and solutions by regularly attending trainings and reading NFOs Conduct activities i.e. conduct research and pitch to Corporates regarding NPS, group insurance and other upcoming schemes Share regular communications with client regarding information, research and material of the organization Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads Role & responsibilities Preferred candidate profile
Posted 3 weeks ago
1.0 - 5.0 years
0 Lacs
bathinda, punjab
On-site
As a Relationship Associate/Associate Sales Manager at Max Life Insurance in the Axis Sales department, you will play a crucial role in managing relationships with Axis Branch Sellers to achieve targets through Banks FOS. Your primary responsibility will be to convert leads generated from branches into quality business while adhering to set processes and ensuring minimal customer complaints. Timely coordination with the Cluster Manager and Operations HUB is essential, along with meeting agreed TATs on customer contact and follow-ups. You will focus on maintaining 15-month persistency, coordinating training for bank staff on life insurance concepts, and activating branch banking sellers to meet targets. Effective usage of LMS as a tracking mechanism and follow-up calls will also be part of your responsibilities. Success in this role will be measured through various parameters including Adj MFYP Collected, Protection Sales targets, Case Size achievements, Percentage of E sales, Seller Activation rates, and Persistency targets. Your educational background should include a graduation in any discipline from a UGC/AICTE approved College/University, with 1 to 2 years of sales experience preferably in the insurance sector. Experience in life insurance sales management, retail bank distribution, and channel management will be advantageous. Strong relationship skills and the ability to manage various levels of bank management are essential for this role. Max Life Insurance is a reputable company known for its comprehensive long-term savings, protection, and retirement solutions. With a customer-centric approach and a vision to be the most admired life insurance company, Max Life Insurance emphasizes values such as Caring, Collaboration, Customer Obsession, and Growth Mindset. By joining this dynamic team, you will have the opportunity to contribute to the financial security of customers while fostering a culture of excellence and continuous growth. If you are passionate about sales, customer service, and making a positive impact, this role offers a platform to excel and grow in the insurance industry. Join us at Max Life Insurance and be a part of our commitment to securing the financial future of our customers.,
Posted 3 weeks ago
1.0 - 5.0 years
0 Lacs
ahmedabad, gujarat
On-site
As a responsible individual in this role, you will be tasked with recruiting agents from diverse sources to meet and exceed business objectives effectively. Your key responsibilities will also include implementing the organizational strategy to secure the desired business outcomes. You will actively work towards meeting sales targets through frontline and field sales activities. The ideal candidate for this position would possess a minimum of 1-4 years of experience in insurance sales, particularly in the fieldwork domain, which will be highly advantageous. Remuneration for this role includes a CTC of up to 4 LPA along with travel conveyances and attractive incentives.,
Posted 3 weeks ago
2.0 - 6.0 years
0 Lacs
karnataka
On-site
UniQover is a company dedicated to simplifying insurance by making it easily accessible and seamless through an AI-native embedded insurance platform. The platform enables banks, NBFCs, and fintechs to provide instant life, health, and property cover during loan disbursal. Additionally, UniQover offers end-to-end employee and non-employee benefits powered by an AI-driven engine. The user-friendly API ensures a smooth experience for both HR professionals and employees. This full-time on-site role is for a Corporate Insurance Sales professional situated in Bengaluru, Mumbai, Indore, Ahmedabad, Nagpur, and Delhi. The primary responsibilities include developing and nurturing client relationships, selling insurance products customized for corporate clients, and delivering exceptional customer service. The candidate will collaborate closely with clients to comprehend their insurance requirements, propose suitable insurance solutions, and manage account renewals. Other duties involve attending meetings, creating sales presentations, and working with the insurance brokerage team to enhance sales strategies. The ideal candidate should possess the following qualifications: - Prior experience in Insurance Sales and Brokerage - Comprehensive knowledge of Insurance and Health Insurance products - Demonstrated proficiency in Customer Service and maintaining client relationships - Strong communication, negotiation, and interpersonal abilities - Bachelor's degree in Business, Finance, or a related field - Ability to thrive in a team-oriented environment Join UniQover's team and contribute to revolutionizing the insurance industry with innovative solutions tailored for corporate clients.,
Posted 3 weeks ago
1.0 - 4.0 years
1 - 4 Lacs
Mumbai, Maharashtra, India
On-site
Key Responsibilities: Experience in sales BPO (example: loan sales, credit card sales, policy sales, insurance sales, mutual funds) Experience in training sales team, especially in a BPO setting Willingness to adapt to changing BPO requirements and industry trends Ability to work effectively in a fast-paced and dynamic environment Comprehensive understanding of sales products and industry regulations
Posted 3 weeks ago
2.0 - 6.0 years
0 Lacs
karnataka
On-site
As a Corporate Sales Executive specializing in Group Health Insurance (GMC) policies, your primary responsibility will be to identify, prospect, and generate new leads within the corporate sector. You will be tasked with developing and nurturing relationships with key decision-makers such as HR heads, CXOs, and other relevant stakeholders in target companies. Your role will also involve conducting impactful sales presentations, product demonstrations, and negotiating policy terms and pricing to secure new business. Additionally, you will collaborate closely with insurance partners and internal teams to create tailored health insurance solutions that may include OPD benefits, wellness offerings, and other value-added services. To excel in this position, you must meet monthly/quarterly revenue and premium targets while staying abreast of market trends, competitor offerings, and regulatory developments. Ensuring a seamless onboarding process for clients, which includes handling documentation, policy issuance, and post-sale services, is crucial. Furthermore, you will be expected to upsell and cross-sell other General Insurance products and OPD services to maximize revenue opportunities. The ideal candidate for this role should possess a Graduate/Postgraduate degree in any discipline (MBA preferred) along with excellent communication skills and 2-6 years of B2B sales experience, preferably in the insurance or financial services sector. Experience in selling Group Health Insurance, GMC, or Employee Benefits will be advantageous, as well as having a strong business acumen, negotiation skills, and the ability to manage multiple accounts independently. Proficiency in MS Office and CRM tools is essential for this position. Preferred qualifications include an existing network with corporate HR teams or admin heads, knowledge of IRDAI regulations pertaining to corporate insurance, and experience in managing large accounts and renewals. If you are looking to make a significant impact in the realm of corporate health insurance sales, this role offers the perfect opportunity to showcase your skills and expertise.,
Posted 3 weeks ago
1.0 - 5.0 years
1 - 3 Lacs
Mumbai, Mumbai Suburban, Navi Mumbai
Work from Office
Work closely with Bank branch staff to promote life insurance products. Assist customers in understanding and purchasing suitable insurance plans. Ensure achievement of assigned sales targets. Maintain good relationships Required Candidate profile Age max - 35 graduation must Minimum 1 years exp in BFSI Sales/ Loan Sales/ Insurance Sales/ LI Cross selling / Credit Card call / whatsapp your cv - 7008628064 (Tapaswini)
Posted 3 weeks ago
1.0 - 5.0 years
1 - 3 Lacs
Nashik, Sangli
Work from Office
Work closely with Bank branch staff to promote life insurance products. Assist customers in understanding and purchasing suitable insurance plans. Ensure achievement of assigned sales targets. Maintain good relationships Required Candidate profile Age max - 35 graduation must Minimum 1 years exp in BFSI Sales/ Loan Sales/ Insurance Sales/ LI Cross selling / Credit Card
Posted 3 weeks ago
2.0 - 6.0 years
2 - 4 Lacs
Hyderabad, Ahmedabad, Bengaluru
Work from Office
Role: Sales Manager/ L3 - Recruit & lead sales executives - Drive business via referrals & local network - Ensure daily field activity & target achievement - Motivate team to boost performance - Strong leadership & market knowledge required Required Candidate profile Min. 2 years of experience in field sales & marketing Graduate (Bachelor's degree completed) Local candidate preferred Settled with family in the area Strong communication & team handling skills Perks and benefits Double Incentives, bonus, LI, Medical benefits
Posted 3 weeks ago
0.0 - 3.0 years
0 - 0 Lacs
amritsar, punjab
On-site
As an Insurance Sales Manager in Amritsar and Jalandhar, you will be responsible for managing sales activities in the Life Insurance sector through the Banca channel. Your key responsibilities will include reconciling data received from PCHFL with application forms, resolving discrepancies identified by the operations and underwriting teams, and following up with stakeholders for application clearance. You will be expected to track and report the progress of cases on a daily basis, schedule medical examinations, assist in lead generation for cross-selling opportunities, and provide post-issuance customer service by addressing customer queries and resolving issues related to certificates of insurance. To be successful in this role, you should have 1-2 years of experience in sales, specifically in the insurance, home loan, or banking sectors. A graduate or post-graduate qualification is required, along with key skills in bancassurance, banca sales, cross-selling, and customer service. The salary range for this position is between 2 to 4 Lakhs per annum. If you are passionate about sales and have a professional degree, this opportunity in sales and marketing could be the next step in your career growth.,
Posted 3 weeks ago
1.0 - 6.0 years
0 Lacs
kerala
On-site
Job Description: Greetings from Ageas Federal Life Insurance (Formerly known as IDBI Federal Life Insurance). We are currently looking for a Relationship Manager - Bancassurance to join our team in Pathanamthitta, Adoor. As a Relationship Manager, you will be responsible for managing life insurance sales through assigned Bank Branches, coordinating between the Bank and the company from lead generation to policy conversion, and dealing with walking customers to sell them life insurance policies. Your role will also involve managing the life insurance policies effectively. You will be working closely with our Channel Partner - Federal Bank to generate leads from in-branch lead generators, bank customer database, and walk-in customers. Your key responsibilities will include making appointments, exploring customers" financial needs in life-related investment and insurance areas, selecting appropriate products from our range, gaining customer agreement to purchase, and accurately completing sales documentation. Building a strong customer base to explore cross-selling and up-selling opportunities will also be a part of your role, along with obtaining referrals to further prospects where applicable. You will be responsible for ensuring sales completion by facilitating the completion of medical reports and ensuring the prompt issuance of policy documents, while adhering to the company's sales process and submitting various reports in a timely manner. To be successful in this role, you should have 1-6 years of experience in sales, with priority given to those with experience in banking and insurance sales. This is a full-time position with an open salary for the perfect candidate. If you are interested in this opportunity, please send your resume to hrsourcing11@ageasfederal.com. Job Type: Full-time Benefits: Life insurance Schedule: Day shift Performance bonus Work Location: In person,
Posted 3 weeks ago
5.0 - 9.0 years
0 Lacs
raipur
On-site
As a General Insurance Sales Executive, you will play a crucial role in promoting and selling various general insurance products like motor, health, travel, and property insurance. Your responsibilities will include identifying new sales opportunities, generating leads through various channels, understanding client needs, explaining product features, preparing proposals, and achieving sales targets set by the organization. Building and maintaining strong client relationships, coordinating with underwriters and operations teams, and staying updated on product knowledge and market trends will be key aspects of your role. To excel in this position, you should hold a Bachelor's degree in any discipline, preferably in Business, Commerce, or Marketing. While prior experience in insurance sales or financial services is preferred, it is not mandatory. Strong communication, negotiation, and interpersonal skills are essential, along with a sales-driven attitude and the ability to work under pressure. Basic computer proficiency, knowledge of IRDAI regulations, and willingness to travel locally for client meetings are also required. Preferred skills for this role include an understanding of general insurance products and industry landscape, the ability to manage multiple client accounts proactively, fluency in both local language and English, self-motivation, and a customer-first approach. In return, we offer a competitive fixed salary with an attractive incentive structure, professional training and support for licensing & certifications, opportunities for career advancement, health and insurance benefits, and a supportive team culture with recognition programs. If you have at least 5 years of experience as a General Insurance Sales Executive and possess a deep understanding of general insurance, we encourage you to apply for this full-time position. The work location is in person, and benefits include cell phone reimbursement. Join our team and contribute to our growing organization with your expertise and dedication.,
Posted 3 weeks ago
1.0 - 6.0 years
4 - 7 Lacs
Chandrapur, Kolhapur, Mumbai
Work from Office
Openings for Business Head position -Agent Recruitment and Business Development -Business Development for Life Insurance products candidate can Apply/share/Refer their CV at 8767546566 Required Candidate profile -Candidate with min 1 year of Agency channel/APC Channel /Direct channel Life insurance sales experience can apply - Perks and benefits Incentives + allowances +Fast-track promotion
Posted 3 weeks ago
1.0 - 6.0 years
1 - 5 Lacs
South Goa, North Goa, Surat
Hybrid
Role & responsibilities 1. Recruitment, onboarding, and activation of Partners/Agents are essential duties in this role. 2. The primary focus will be to drive sales through the agency network and establish a strong distribution network of agents. 3. The incumbent will assist Partners/Agents during sales calls, accompanying them to facilitate successful sales closures. 4. A crucial aspect of the role involves the implementation of continuous agent training programs to enhance their skills and product knowledge. 5. Willingness to travel extensively is necessary. Ability to handle sales pressure. Experience : 1+ Years of experience into Health insurance Location : Coimbatore, Chennai, Kochi
Posted 3 weeks ago
1.0 - 6.0 years
1 - 5 Lacs
Rajkot, Surat, Vadodara
Hybrid
Role & responsibilities 1. Recruitment, onboarding, and activation of Partners/Agents are essential duties in this role. 2. The primary focus will be to drive sales through the agency network and establish a strong distribution network of agents. 3. The incumbent will assist Partners/Agents during sales calls, accompanying them to facilitate successful sales closures. 4. A crucial aspect of the role involves the implementation of continuous agent training programs to enhance their skills and product knowledge. 5. Willingness to travel extensively is necessary. Ability to handle sales pressure. Experience : 1+ Years of experience into Health insurance Location : Coimbatore, Chennai, Kochi
Posted 3 weeks ago
1.0 - 6.0 years
1 - 5 Lacs
Jhansi, Jabalpur, Ahmedabad
Hybrid
Role & responsibilities 1. Recruitment, onboarding, and activation of Partners/Agents are essential duties in this role. 2. The primary focus will be to drive sales through the agency network and establish a strong distribution network of agents. 3. The incumbent will assist Partners/Agents during sales calls, accompanying them to facilitate successful sales closures. 4. A crucial aspect of the role involves the implementation of continuous agent training programs to enhance their skills and product knowledge. 5. Willingness to travel extensively is necessary. Ability to handle sales pressure. Experience : 1+ Years of experience into Health insurance Location : Coimbatore, Chennai, Kochi
Posted 3 weeks ago
1.0 - 6.0 years
1 - 5 Lacs
Nagpur, Pune, Aurangabad
Hybrid
Role & responsibilities 1. Recruitment, onboarding, and activation of Partners/Agents are essential duties in this role. 2. The primary focus will be to drive sales through the agency network and establish a strong distribution network of agents. 3. The incumbent will assist Partners/Agents during sales calls, accompanying them to facilitate successful sales closures. 4. A crucial aspect of the role involves the implementation of continuous agent training programs to enhance their skills and product knowledge. 5. Willingness to travel extensively is necessary. Ability to handle sales pressure. Experience : 1+ Years of experience into Health insurance Location : Coimbatore, Chennai, Kochi
Posted 3 weeks ago
1.0 - 3.0 years
3 - 4 Lacs
Chhindwara, Gondiya, Surat
Hybrid
Job descriptionKey Responsibilities: Recruit, train, and develop new agents for life insurance sales. Achieve monthly and annual sales targets through effective field sales activities. Drive business through existing and new agency networks. Conduct joint field calls with agents to support their business development. Monitor and evaluate agent performance; provide necessary coaching and motivation. Ensure high levels of customer satisfaction and policy persistency. Organize regular training and development programs for agents. Stay updated on competitor activities and market trends. Maintain proper documentation and reports as per company standards. Skills & Qualifications: Minimum 1 years of experience in Motor insurance field sales, preferably in the agency channel. Strong sales, negotiation, and relationship-building skills. Good understanding of insurance products and regulatory requirements. Ability to motivate and manage a team of agents effectively. Excellent communication and interpersonal skills. Goal-oriented with a focus on performance and results. Proficiency in local language(s) and English. Bachelor's degree in any discipline (preferred). Key Competencies: Channel Sales Management Team Handling & Agent Development Customer Relationship Management Insurance Sales & Product Knowledge Target Achievement & Lead Generation Territory Management
Posted 3 weeks ago
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