578 Irda Jobs

Company: Reputed Health Insurance. Role: Financial Reporting. Location: Mumbai. Responsibilities: Lead the financial reporting function ensuring accuracy, compliance with IND-AS, and timely submission of IRDAI returns (e.g., Public Disclosures, BAP). Maintain strong internal controls, ensure audit trail compliance, and coordinate with auditors for smooth closures. Analyze financial data, trends, and variances while liaising with internal teams and regulators for reporting needs. Please share your resume on pranaya@rightmatch.co.in

2-3 years IT audit experience in Domain like ITGC, Cyber Security, SOC 2, Application and IT security Infrastructure and IT Regulatory compliance Proficient in assessing IT-related risk and controls review Familiarity with IT regulatory requirements related to information security of regulators such as RBI, IRDA, SEBI and other IT Standards Educational Professional Credentials Working IT audit experience in role of lead or IT audit team member. Bachelor's/Master's degree in Engineering such as IT, Computer Science etc. Having one IT Security certification such as CISA, ISO 27001, CISSP, CISM, CCSK etc. Required Knowledge Skills Excellent written and verbal communication skills.

Experience Implementation of ISO 27001, GRC ITGC & IT Regulatory compliance Knowledge in ISMS, ITGC Knowledge about regulators RBI, IRDA, SEBI Fresher 2023 /2024 in B. Tech or Cybersecurity Experience: 1 - 2 years

Experience Implementation of ISO 27001, GRC ITGC & IT Regulatory compliance Knowledge in ISMS, ITGC Knowledge about regulators RBI, IRDA, SEBI Fresher 2023 /2024 in B. Tech or Cybersecurity Experience: 1 - 2 years

Role & responsibilities Answer customer queries professionally through all the servicing channels and provide information / resolutions within the specified turnaround time. Record and categorize all customer interactions. Interact with internal department for query resolution, maintain regular follow-ups. Provide regular updates to the Customer for attempted open cases. Adhere to the servicing escalation matrix so that specified TATs are achieved. Preferred candidate profile Graduation. 0-1 year of experience. Good written and Verbal communication skills Experience with Similar Background Interested candidate can share their updated CVs at neha.singh@sharekhan.com or can directly connect on 8655403320

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Requirements 1 - 2years of relevant experience Graduation/Post Graduation Sales & Networking Skills Good Communication & Listening Skills Goal / Target oriented IRDA & AMFI certification is preferred. This is a must post joining. Excellent verbal and written communication skills Banking Knowledge Computer Skills & Digital Knowledge Good Network in the Market Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Business Mix of Commercial and Consumer Lines GPW/Non Motor GPW growth Maintaining Hygiene Cheque Bounce & Receivables Retention Recruitment Activation Manage the daily activity of producers to ensure strong pipeline. Coach & guide agents to cross sell and grow their business Make individual agents grow Year On Year Ensuring IRDA compliance regarding licensing & commission payments to agents Responsible for ensuring quality of applications Support/guide the producer in all activities related policy services To recruit and appoint agents for Gen Ins business Train agents on products, process and USP s of Co. Key Accountabilities/ Responsibilities To achieve the overall budget assigned for the fiscal Multi line budget achievement Achieve 100% of Budget- periodically and annually. Service Excellence Goal 1: Service excellence standards to be met Measure 1: Issuance of policies within 7 days Measure 2: Refunds within 10 days Measure 3: Quotes 48 hours within branch authority Goal 2: Ensuring & monitoring claim settlements with agreed TAT Measure 1: Within 7 days of receipt of all documentation Stakeholder interfaces Experience Total 3-6 years of experience Preferably general insurance industry. This will vary with size and volume of office. Education Graduation , Any Professional degree Insurance certification Associate level ( Desirable)

Maintain & enhance service levels provided to the clients, thus ensuring sustenance of the existing business. Explorations & identification of new business avenues by way of cold calling, generation of referrals or business leads & network (through brokers) . Ensuring that we deliver best of our services to client as well as to banks Key Accountabilities/ Responsibilities Business Targets Reaching out Clients for Renewal Explaining About Policies to Client Generating Leads Regular training for Executives regarding Policies & Products. Combined Ratio Minimizing Loss & Cost of Acquisitio Maintaining CoR Below 90% Observing Fraudulent Cases, if so, closing partnership with the Clients. To maintain the Hygiene Proactive in Finishing Targets. Submit Cheque Within 7 Days Following the IRDA Regulations. New Partners Acquisition Approaching New Clients Stakeholder interfaces Internal Stakeholders: Operations for the issuance , Banking operations etc. Branch Manager For Policy Approvals & New Leads. Zonal Sales Manager For New Partner Acquisition. External Stakeholders Zonal Sales Manager For New Partner Acquisition. Partners (State Head) Explaining New Products & Policies. Experience 1-2 Years of Experience of leading a business for geographies Education Graduate from Any Discipline Preferably MBA

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

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

About Max Life Insurance Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation. Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel distribution including agency and third party distribution partners. Max Life has built its operations over almost two decades through need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per public disclosures, during the financial year 2019-20, Max Life achieved gross written premium of Rs. 16,184 crore. As on 31st March 2020, the Company had Rs. 68,471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913,660 crore. For more information, please visit the Companys website a t www.maxlifeinsurance.com We Stand for Caring A compassionate leader who demonstrates appreciation for diversity in thoughts and approach towards people as well initiatives, eliminates biases to promote meritocracy. A coach who inspires people to excel and sets a culture of high performance. Collaboration A boundary-less leader who is capable of identifying & leveraging expertise of team members for superlative outcomes, thus, delivers to the organization s ask. A leader who addresses challenges with a solution oriented approach to create win-win partnerships within & outside teams through inspired cooperation and teamwork. Customer Obession A leader who embodies Customer and keeps him at the core of all deliverables. Proactively anticipate customer needs and implement strategies to provide best in class customer experience. Growth Mindset An ambitious leader who can sponsor game changing ideas and rally the team to turn them into a reality. A leader who challenges the status quo, takes bold & creative actions to manage complex issues & achieve high impact goals by pushing self and others and raise the bar on performance. People Leadership A people s leader who inspires their teams to stretch themselves and achieve their true potential. A leader who create leaders by coaching, empowering & motivating them to deliver superior business outcomes. "Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity." Job Description Job Title Deputy Area Manager - IMF & New Growth Initiatives Location Multiple Location (PAN India) Department Agency Function Insurance Marketing Firm Reporting to Deputy Regional Manager - IMF & New Growth Initiatives Band 5B Function Summary IRDA Regulation on IMF was released on Jan 2015, where companies which are LLP / Pvt limited / cooperative societies were allowed to distribute financial products. IMFs are allowed to deals in Insurance of 6 companies (2LI , 2GI , 2 HI), mutual funds, banking products, post etc. Max life spotted this opportunity to attract established financial distributors from the market to engage and distribute max life products PEARL ACQUISITION . A dedicated team of 50 CDMs were recruited in two phases and trained to hire & farm these relationships. Currently we have 95 licensed IMFs on board and expected to touch 150 which are work in progress. The pool of IMF s primarily comprises of top Agents in Insurance, Wealth Managers, Loan DSA, CA, Ex - employees from financial services with an existing customer base customer base. Present IMF carries avg. 2500 customers and big turnover book. As a later part of Pearl acquisition strategy, Insurance Managers is a career option provided to establish financial distributors who are not able to meet the requirements of forming an IMF. This has also proven to be an exciting opportunity. Insurance Manager is part time employee model which provides a platform to the pearl to associate with MLI and improve their earnings, flexible working hours and better choices to their customers. IM will be different from an ADM/APC as he will not be recruiting and mentoring Agents and will only source business by penetrating into his existing client base. Avg book size with them is also 750 customers. Job Summary Acquire annually 6 to 7 part time employees manage a preallocated team of IM Manage performance of IM s Key Responsibilities/ Key Deliverables Understand the IM acquisition and also IMF regulation, value proposition & registration process Acquisition of 6 - 7 IM s in a year independently. Independently managing a pool of Insurance Managers mapped to them from existing pool in the beginning only. Post successful completion of 1 year, the next level is CDM wherein the focus will be on IMF journey Manage performance of IM s Develop understanding of products & coach IM staff on product USP s Implement performance management and rewards system in IM s. Provide marketing, training and operational support to IM s Manage attrition of IM s through revival or replacement Drive quality of business sourced from IM s Ensure right product mix and control key quality measures such as leakage and persistency. Measures of Success Minimum 6-8 IM Acquisition in a year Achieving sales target through team of IM s IM Activity & Retention Quality of Business Create pipeline for IMF s Desired qualification and experience Educational Background Minimum a graduate Work Experience At least 1-3 years of experience in recruiting business partners / Agents and achieving sales target through them. Good communication skill. KNOWLEDGE / SKILLS / ABILITIES Excellent Written, presentation & communication skills Exceptional consultative & interpersonal skills Stakeholder management Influencing without authority Full understanding / experience of handling entire life cycle of a deal from initiation to successful completion About Axis Max Life Insurance . #ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply

Job Description Position Manager Training No. Of Position Department Training Function Training Reporting to Regional Head Training Band 4a / 4b KEY RESPONSIBILITIES Conduct training modules for Agent Advisors and ADMs for all offices in the assigned cluster Conducting induction and on-boarding training programs Training on selling skills Training on all MLI Insurance products and processes Training on all MLI Digital tools and Assets All other training programs as outlined in the Agent and ADM learning journey Conducting GID s and IID s Conducting PRP and FOD as and when required for the cluster, leveraging DODs where required Delivering training in accordance with the learning journey design and blended delivery format classroom training and/or virtual trainings Developing facilitation skills and virtual delivery skills to ensure seamless training delivery across all sessions Managing expectations of multiple OHs in a cluster and ensuring utmost coordination between offices Administrative Cluster Manager-trainer to drive adoption of the digital learning platform across all roles Responsible for driving digital assessments amongst Agents and ADMs Responsible for driving self-learning among Agents and ADMs Responsible for calendarizing and effectively planning all training sessions with the OH / OHs Responsible for delivering all training adhering to the training calendar designed Responsible for driving business performance of all learners Responsible to drive attendance of all training sessions Responsible to capture attendance in TMS/ELM within the stipulated time defined Responsible to plan travel for training sessions in various locations as required Responsible to co-ordinate with the OH and RML&D in scheduling joint virtual / in-person TCPMs Responsible to coordinate with the assigned Moderator prior to training sessions to ensure seamless delivery of training Understand and use all technology enablement tools available to a trainer such as TMS / ELM, interactive / engagement training tool and the Digital Learning Platform Look after training logistics Schedule training sessions Ensure wider participation of agents in programs Ensure set-up of SMART Classroom is in place before commencing a session Monitor progress of agents on a continuous basis Seek regular feedback from agents, Sales Managers, Partner and Managing Partner Ensure that agents follow moral and ethical standards when dealing with clients Monitor Agent development Update training material Review present training material Scan environment Incorporate feedback from Agents, Customers, SMs, Ps, MPs Ensure that the agents get updated and continuous information on MLI products Facilitate self- development of agents MEASURE OF SUCCESS Participant feedback Number of days of training Customer survey rating Pass percentage of agents Digital adoption / adoption of digital learning platform Pass percentage of Agents in IRDA exams Activating agents month-on-month against the target Attendance of Agents and employees in training sessions Compliance on IRDA requirements Monthly Achievement against the target across multiple performance parameters for agents and AADM Reduction in training cost Awareness level of agents on competition DESIRED QUALIFICATIONS AND EXPERIENCE a. Graduate in any discipline b. At least 2-3 years in sales and 3-4 years in conducting sales training, experience in life insurance is a plus c. Co-ordination skills d. Facilitation Skills KNOWLEDGE / SKILLS / ABILITIES Competency Level Result Orientation 5 Working With & Through Others 4 Innovation 5 Customer Centricity 4 Technical Expertise 4 Business Acumen 4 Impact & Influence 4 Communication 4 Role Modelling Core Values 4 Strategic Planning & Execution 4 Learning ability Logical thinking Must be able to motivate agents Should be self motivated, self starter Job Description Position Manager Training No. Of Position Department Training Function Training Reporting to Regional Head Training Band 4a / 4b KEY RESPONSIBILITIES Conduct training modules for Agent Advisors and ADMs for all offices in the assigned cluster Conducting induction and on-boarding training programs Training on selling skills Training on all MLI Insurance products and processes Training on all MLI Digital tools and Assets All other training programs as outlined in the Agent and ADM learning journey Conducting GID s and IID s Conducting PRP and FOD as and when required for the cluster, leveraging DODs where required Delivering training in accordance with the learning journey design and blended delivery format classroom training and/or virtual trainings Developing facilitation skills and virtual delivery skills to ensure seamless training delivery across all sessions Managing expectations of multiple OHs in a cluster and ensuring utmost coordination between offices Administrative Cluster Manager-trainer to drive adoption of the digital learning platform across all roles Responsible for driving digital assessments amongst Agents and ADMs Responsible for driving self-learning among Agents and ADMs Responsible for calendarizing and effectively planning all training sessions with the OH / OHs Responsible for delivering all training adhering to the training calendar designed Responsible for driving business performance of all learners Responsible to drive attendance of all training sessions Responsible to capture attendance in TMS/ELM within the stipulated time defined Responsible to plan travel for training sessions in various locations as required Responsible to co-ordinate with the OH and RML&D in scheduling joint virtual / in-person TCPMs Responsible to coordinate with the assigned Moderator prior to training sessions to ensure seamless delivery of training Understand and use all technology enablement tools available to a trainer such as TMS / ELM, interactive / engagement training tool and the Digital Learning Platform Look after training logistics Schedule training sessions Ensure wider participation of agents in programs Ensure set-up of SMART Classroom is in place before commencing a session Monitor progress of agents on a continuous basis Seek regular feedback from agents, Sales Managers, Partner and Managing Partner Ensure that agents follow moral and ethical standards when dealing with clients Monitor Agent development Update training material Review present training material Scan environment Incorporate feedback from Agents, Customers, SMs, Ps, MPs Ensure that the agents get updated and continuous information on MLI products Facilitate self- development of agents MEASURE OF SUCCESS Participant feedback Number of days of training Customer survey rating Pass percentage of agents Digital adoption / adoption of digital learning platform Pass percentage of Agents in IRDA exams Activating agents month-on-month against the target Attendance of Agents and employees in training sessions Compliance on IRDA requirements Monthly Achievement against the target across multiple performance parameters for agents and AADM Reduction in training cost Awareness level of agents on competition DESIRED QUALIFICATIONS AND EXPERIENCE a. Graduate in any discipline b. At least 2-3 years in sales and 3-4 years in conducting sales training, experience in life insurance is a plus c. Co-ordination skills d. Facilitation Skills KNOWLEDGE / SKILLS / ABILITIES Competency Level Result Orientation 5 Working With & Through Others 4 Innovation 5 Customer Centricity 4 Technical Expertise 4 Business Acumen 4 Impact & Influence 4 Communication 4 Role Modelling Core Values 4 Strategic Planning & Execution 4 Learning ability Logical thinking Must be able to motivate agents Should be self motivated, self starter

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.

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.

1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4. Both IC as well as Team Management roles available 5.High Value Cross-Sell 6.B 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

India s impact on the global economy has increased at an exponential rate and Deloitte presents an opportunity to unleash and realize your potential amongst cutting edge leaders, and organizations shaping the future of the region, and indeed, the world beyond. At Deloitte, your whole self to work, every day. Combine that with our drive to propel with purpose and you have the perfect playground to collaborate, innovate, grow, and make an impact that matters. The team Controls Assurance is about much more than just the numbers. It s about attesting to accomplishments and challenges and helping to assure strong foundations for future aspirations. Deloitte exemplifies the what, how, and why of change so you re always ready to act ahead. Learn more about Audit & Assurance Practice Your work profile As an Assistant Manager in our Internal Audit Team, you ll build and nurture positive working relationships with teams and clients with the intention to exceed client expectations: - Key Job Responsibilities Leading / execution of Internal Audit /Concurrent Audit/Advisory engagements in the BFSI domain Ability to effectively perform the technical components of risk assessments to provide an accurate view of the client s current risk state Ability to perform end-to-end business process analyses and design Ability to gather, synthesize, and analyze data using appropriate tools and technologies Ability to assess and design internal controls by applying an understanding of internal control design frameworks and regulatory requirements Ability to understand the client s business, interpret sector trends, and learn leading practices Ability to effectively interact with colleagues and clients of varying backgrounds to effectively serve clients Ability to enhance quality and efficiency of recommended conduct risk solutions by applying relevant frameworks, conducting research, and performing analyses Ability to conduct internal audits by leveraging approved processes and methodologies Ability to set the stage for a successful assessment of client s internal audit processes and controls by collecting and organizing data Ability to enhance quality of assurance engagements by identifying risks, performing testing, researching governing regulations, and developing reports Ability to form a core Extended Enterprise Risk Management (EERM) skillset through proactively conducting research, and participating in internal and external initiatives Ability to enhance quality of EERM solutions by effectively applying relevant frameworks, conducting research, and performing analyses Controls Assurance Internal Audit: Assistant Manager Ability to enhance effectiveness of the client s ORM system analysis Ability to leverage industry leading tools and frameworks to increase effectiveness of ORM solutions Ability to form a core technology and data risk skillset through proactively conducting research, and participating to internal and external initiatives Ability to leverage industry leading frameworks, methods, and tools to increase effectiveness of technology and data risk solutions Desired qualifications 3 5 years post qualification experience in Internal Audit, preferably working in the in the BFSI domain CA/MBA with post-qualification experience in BFSI space Understanding / Exposure to regulations (RBI, IRDA, SEBI) Working with any of the Big 4/Large consulting firms and having experience of internal / statutory audits of financial services clients Candidates from the industry, should preferably have experience of working with the compliance / internal audit / risk management function / operations department of the above-mentioned entities Strong knowledge of processes and systems in their respective area of operations Strong knowledge and understanding of the financial Services Industry Should have the ability to multitask and managing multiple project Strong project management capabilities and have experience of managing team Strong interpersonal skill and well-spoken Location and way of working Base location: Mumbai This profile involves frequent / occasional travelling to client locations based on the project/engagement requirement. Hybrid is our default way of working. Each domain has customized the hybrid approach to their unique needs. Your role as an Assistant Manager We expect our people to embrace and live our purpose by challenging themselves to identify issues that are most important for our clients, our people, and for society. In addition to living our purpose, Assistant Manager across our organization must strive to be: Inspiring - Leading with integrity to build inclusion and motivation Committed to creating purpose - Creating a sense of vision and purpose Agile - Achieving high-quality results through collaboration and Team unity Skilled at building diverse capability - Developing diverse capabilities for the future Persuasive / Influencing - Persuading and influencing stakeholders Collaborating - Partnering to build new solutions Delivering value - Showing commercial acumen Committed to expanding business - Leveraging new business opportunities Controls Assurance Internal Audit: Assistant Manager Analytical Acumen - Leveraging data to recommend impactful approach and solutions through the power of analysis and visualization Effective communication Must be well abled to have well-structured and wellarticulated conversations to achieve win-win possibilities Engagement Management / Delivery Excellence - Effectively managing engagement(s) to ensure timely and proactive execution as well as course correction for the success of engagement(s) Managing change - Responding to changing environment with resilience Managing Quality & Risk - Delivering high quality results and mitigating risks with utmost integrity and precision Strategic Thinking & Problem Solving - Applying strategic mindset to solve business issues and complex problems Tech Savvy - Leveraging ethical technology practices to deliver high impact for clients and for Deloitte Empathetic leadership and inclusivity - creating a safe and thriving environment where everyones valued for who they are, use empathy to understand others to adapt our behaviors and attitudes to become more inclusive. How you ll grow Connect for impact Our exceptional team of professionals across the globe are solving some of the world s most complex business problems, as well as directly supporting our communities, the planet, and each other. Know more in our Global Impact Report and our India Impact Report. Empower to lead You can be a leader irrespective of your career level. Our colleagues are characterized by their ability to inspire, support, and provide opportunities for people to deliver their best and grow both as professionals and human beings. Know more about Deloitte and our One Young World partnership. Inclusion for all At Deloitte, people are valued and respected for who they are and are trusted to add value to their clients, teams and communities in a way that reflects their own unique capabilities. Know more about everyday steps that you can take to be more inclusive. At Deloitte, we believe in the unique skills, attitude and potential each and every one of us brings to the table to make an impact that matters. Drive your career At Deloitte, you are encouraged to take ownership of your career. We recognize there is no one size fits all career path, and global, cross-business mobility and up / re-skilling Controls Assurance Internal Audit: Assistant Manager are all within the range of possibilities to shape a unique and fulfilling career. Know more about Life at Deloitte. Everyone s welcome entrust your happiness to us Our workspaces and initiatives are geared towards your 360-degree happiness. This includes specific needs you may have in terms of accessibility, flexibility, safety and security, and caregiving. Here s a glimpse of things that are in store for you. Interview tips We want job seekers exploring opportunities at Deloitte to feel prepared, confident and comfortable. To help you with your interview, we suggest that you do your research, know some background about the organization and the business area you re applying to. Check out recruiting tips from Deloitte professionals.

Job description Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Driving revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance Adherence to the Bank's policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)

BDM APC Exceed recruitment target on new agency leaders and agent enrollments. Enhance quantity and quality recruitment by developing successful leaders. Emphasis on quality recruitment by the Agency Leaders and Agency Associates through one-on one session. Create mutual support platform for Financial Executives, Agency Associate and Agents to enable easier recruitment. Enhance AFYP & Number of cases by the unit. Focus on potential EC, MDRT, CEO council agents through complete unit. Focus on number of R&R winners. Focus on enablement and development of the team Ensure agents, agency associates, agency associate s unit and agency leader unit is in complaint with various IRDA guidelines. Timely contract of agents and agency associates within regulatory guidelines Monitoring IRDA guidelines impacting AAP channel at regional level. Track competition regularly at regional level on various measure such as new strategies, new compensation models

Acquire annually 6 to 7 part time employees (Insurance Manager IM) and also manage a preallocated team of IM which will be mapped to them from the existing pool of IM s. Key Responsibilities/ Key Deliverables Understand the IM acquisition and also IMF regulation, value proposition & registration process. Acquisition of 6 - 7 IM s in a year independently. Independently managing a pool of Insurance Managers mapped to them from existing pool in the beginning only. Post successful completion of 1 year, the next level is CDM wherein the focus will be on IMF journey. Manage performance of IM s Develop understanding of products & coach IM staff on product USP s Implement performance management and rewards system in IM s. Provide marketing, training and operational support to IM s Manage attrition of IM s through revival or replacement Drive quality of business sourced from IM s Ensure right product mix and control key quality measures such as leakage and persistency. Measures of Success Minimum 6 - 8 IM Acquisition in a year Achieving sales target through team of IM s IM Activity & Retention Quality of Business Create pipeline for IMF s Job Specifications Educational Background Minimum a graduate Work Experience At least 1-3 years of experience in recruiting business partners / Agents and achieving sales target through them. Good communication skill.

In the above context, the CSM role is responsible to supervise the business delivery under Agency travel team and Tie Ups & primarily grow the business with profits, Channel Management Agents. Manage the daily activity of producers to ensure strong pipeline. Coach and guide to cross sell and grow the business Make individual agents grow at least 20% for every year Ensuring IRDA compliance regarding licensing and commission payments of agents Responsible for ensuring quality of applications Support/guide the producers in all activities related to policy services Train agents on products, process and USP s of Co. Key Accountabilities/ Responsibilities Responsible for Achieving overall Gross Written Premium Responsible for sustainable Profitability To maintain the Hygiene Recruitment and retentio of agengts Responsible for Activation Stakeholder interfaces Internal Stakeholders Operations (BOPs& COPs) for the issuance of policies Underwriter for analyzing the risk factor Finance Team Taxations handling Human Resources to share foresights into the business and build the talent pool accordingly Training Team for train the employees NSM/RSM/ASM for some suggestions External Stakeholders Agents Broker Experience 1-2 years of experience in insurance At least 3 to 4 years of experience of leading a company/ business line in Retail Sales. Education Any Graduation

In the above context, the CSM role is responsible to supervise the business delivery under Agency travel team and Tie Ups & primarily grow the business with profits, Channel Management Agents. Manage the daily activity of producers to ensure strong pipeline. Coach and guide to cross sell and grow the business Make individual agents grow at least 20% for every year Ensuring IRDA compliance regarding licensing and commission payments of agents Responsible for ensuring quality of applications Support/guide the producers in all activities related to policy services Train agents on products, process and USP s of Co. Key Accountabilities/ Responsibilities Responsible for Achieving overall Gross Written Premium Responsible for sustainable Profitability To maintain the Hygiene Recruitment and retentio of agengts Responsible for Activation Stakeholder interfaces Internal Stakeholders Operations (BOPs& COPs) for the issuance of policies Underwriter for analyzing the risk factor Finance Team Taxations handling Human Resources to share foresights into the business and build the talent pool accordingly Training Team for train the employees NSM/RSM/ASM for some suggestions External Stakeholders Agents Broker Experience 1-2 years of experience in insurance At least 3 to 4 years of experience of leading a company/ business line in Retail Sales. Education Any Graduation

The role holder will be responsible for handling Regulatory Compliance in respect of third-party products (insurance, mutual fund etc.) distribution business of the Bank. Handling Regulatory Compliance for the Bank covering various regulations of SEBI, IRDA, AMFI etc. Handling Compliance with above mentioned regulations pertaining to Mutual Fund & Insurance Distribution Business of the Bank. Circulating action points arising out of regulatory circulars/notifications/communications and pro-active follow up with the stakeholders ensuring timely implementation of the same. Reviewing existing and new processes and handling correspondences with the regulators on Compliance related matters. Handling Onsite Regulatory Inspections of SEBI, IRDA. Providing clarifications on queries raised by stakeholders within the Bank and from Group entities on Compliance related matters. Drafting and vetting of various submissions to be made to the ACB/Board. Submission of various regulatory reports from time to time. Need to interaction with various regulatory authorities viz. SEBI, IRDA. Need to interact with the middle management and senior management of the Bank.,

Sell the Life insurance products to the customers through HDFC bank Tag 2 to 3 branches of the bank. Visit the branches daily basis Share resume on what's App 8956244952 Required Candidate profile Graduate Candidates have minimum 1 years experience in Life Insurance sales Age Limit :22- 35 We have opening in Hyderabad,Chennai,Bangalore,Kochi,Khammam Perks and benefits Incentives