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3 - 4 years
5 - 9 Lacs
Ahmedabad
Work from Office
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
Posted 3 months ago
3 - 4 years
5 - 9 Lacs
Solapur
Work from Office
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
Posted 3 months ago
3 - 4 years
5 - 9 Lacs
Chandigarh
Work from Office
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
Posted 3 months ago
3 - 4 years
5 - 9 Lacs
Pune
Work from Office
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
Posted 3 months ago
3 - 4 years
5 - 9 Lacs
Pune, Baramati
Work from Office
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
Posted 3 months ago
3 - 4 years
5 - 9 Lacs
Bareilly
Work from Office
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
Posted 3 months ago
3 - 4 years
5 - 9 Lacs
Agra
Work from Office
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
Posted 3 months ago
3 - 4 years
5 - 9 Lacs
Kanpur
Work from Office
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
Posted 3 months ago
3 - 4 years
5 - 9 Lacs
Aurangabad
Work from Office
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
Posted 3 months ago
3 - 8 years
9 - 10 Lacs
Pune
Work from Office
Risk Assessment and Underwriting Review technical proposals received from various retail and corporate customers so as to ensure risk undertaken is as per guidelines. Evaluate proposal thoroughly considering past claims/cases and assess conformance with the set underwriting guidelines; seek more information on proposals, customers, if required. Conduct 360 degree review of risks along with any associated loss ratio; set standard terms and conditions for the proposal Arrive at the quotes; discuss the same with the superior, if required; provide clarifications to the customer / relationship manager / intermediary , if required Scrutinize the proposals received and assess adherence to the norms, guidelines and if the premium considered is correct and accounts for associated risk; share the information with the National Head, if there is a deviation Review and revise Underwriting guidelines and SOPs, on an annual basis. Premium Growth and Audits Visit the locations and meet major IMDs; understand problem areas and issues / concerns Provide guidance, if required and resolve any issues / concerns from IMDs Clarify organization guidelines, premium calculation and probable risks which should be accounted for when arriving at the premium rates for policy issuances; share business understanding, past cases and spread awareness within the team on risk assessment and mitigation Conduct sample audits across the zones to check for non-adherence to company guidelines; seek clarifications from the team and draft the report; share the report with the National Head Face internal and external (IRDA) audit while ensuring all audit requirements are fulfilled in a timely and effective manner. Take corrective actions in collaboration with NHOD as per audit findings. Projects / Special Initiatives Take up special projects / initiatives to strengthen the organizational processes, systems and governance systems. Collaborate with different teams to provide them the perspective from the technical (underwriting) perspective including challenges faced real-time with agents / IMDs; provide inputs on improving functionality as well reduce workload in repetitive tasks Collaborate with Product Development Team for new product filing and revisions in existing products for the LOB. Work with teams to ensure all underwriting guidelines / norms / calculators are properly built-in; conduct simulations across test cases and ensure that everything is in line with the set expectations Present the new (or modified) functionality to the relevant stakeholders; seek feedback and incorporate the same to strengthen the system for users Drive implementation or launch of the new functionality (or modified) / system and ensure a streamlined deployment; provide training to underwriting teams / IMDs on utilizing the same to deliver business for the organization Product Training Drive implementation of various training efforts in case of new / existing product launch in terms of premium calculation; product nuances, etc.; clarify doubts and resolve concerns, if any Assess areas of improvement amongst the IMDs and provide effective training to them; address development issues / concerns and enable them to drive sales for the organization in an effective manner Training Content Development for various training programs to be conducted internally and externally. Data Analysis Analyze the growth achieved across zones and whether the loss ratio is controlled across zones Identify areas requiring special attention Chart out insights from the data Share the analysis report with the National Head and other relevant stakeholders regularly Reinsurance and Co-insurance for Liability LOB Arrange Facultative Reinsurance to maximize the business while ensuring effective risk transfer. Also, ensure complete, compliant timely risk placements through RI brokers and Reinsurers. Ensure timely Reinsurance Bordereau submission, so as to be compliant with Treaty Guidelines. Maintain Single Risk Report as per guidelines stated by the Treaty Leader ( compliance ). Claims Review Prepare reports for specific complex claims so as to enable Claims to take the right decision wrt Claims Payment.
Posted 3 months ago
5 - 9 years
25 - 31 Lacs
Bengaluru
Work from Office
About Navi Navi is one of the fastest-growing financial services companies in India providing Personal Home Loans, UPI, Insurance, Mutual Funds, and Gold. Navis mission is to deliver digital-first financial products that are simple, accessible, and affordable. Drawing on our in-house AI/ML capabilities, technology, and product expertise, Navi is dedicated to building delightful customer experiences. Founders: Sachin Bansal Ankit Agarwal Know what makes you a Navi_ite : 1. Perseverance, Passion and Commitment Passionate about Navi s mission and vision Demonstrates dedication, perseverance and high ownership Goes above and beyond by taking on additional responsibilities 2. Obsession with high quality results Consistently creates value for the customers and stakeholders through high quality outcomes Ensuring excellence in all aspects of work Efficiently manages time, prioritizes tasks, and achieves higher standards 3. Resilience and Adaptability Adapts quickly to new roles, responsibilities, and changing circumstances, showing resilience and agility Brief Description: This role will play a critical role in supporting the function head and in building and maintaining good relations with the regulators and government bodies and towards the work on policy advocacy and public relations. This role involves working with various functions for development and execution of government relations strategies. Key Responsibilities: Building and maintaining good relations with the key people at regulatory bodies (e.g RBI, SEBI, IRDA) and the Government officials at various Ministries especially with the MoF. Track all regulatory developments that could have an impact on the company s business plans. Identify, anticipate, the potential regulatory threats and develop mitigation plans with the relevant stakeholders. Pro-active engagement with the relevant internal teams, external stakeholders and the regulatory/ government agencies to ensure business continuity. Develop strong connections with regulators, government, industry bodies, academia, think-tanks and the relevant communities through partnerships to increase financial inclusion using technology. Develop advocacy plans on the important policy issues and to do pro-active engagement with multiple stakeholders for positive outcome. Representing company at various forums Desired candidate : 12 + years of experience with strong focus on the BFSI industry. Track record of interacting with regulators and senior government officials is important. Proven record of integrity and success in public policy Ability to develop and implement effective government relations strategies Strong knowledge of relevant regulations, laws, and legislative processes. Excellent written and verbal communication skills Strong networking skills; Ability to build and maintain relationships with key stakeholders Ability to represent the organization in public forums Energetic, with a solution-oriented mindset and positive attitude.
Posted 3 months ago
3 - 6 years
4 - 5 Lacs
Bengaluru, Kannur
Work from Office
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)
Posted 3 months ago
8 - 13 years
9 - 15 Lacs
Ranchi
Work from Office
Branch Manager_ Ranchi Branch_ HDFC Securities Ltd. Broad Scope of Job Responsibilities are: Responsible to manage profitability of Branch. Closely monitor revenue against cost and generate revenue through Equity/ TPP and any other new launch. Manage team of RM and Ensure proper segregation of customers and active clients mapped to RMs. Increasing sales, reaching the targets and goals set for the area, Channel management. Monitor brokerage of the branch/dealer and income from other product. Monitoring teams performance and motivating them to reach targets (RM) Manage the clients virtually. Handle overall branch operation, risk, and administration related activities. Ensure connectivity in the branch. Coordinating with research team for advice/review of portfolio for top customers on regular basis. DESIRED ATTRIBUTES: NISM VIII, NISM VA, NISM XX1A, IRDA Graduation Good knowledge of stock market Interested candidates can share their resumes at vaishnavi.srivastava1@hdfcsec.com
Posted 3 months ago
2 - 6 years
3 - 6 Lacs
Navi Mumbai
Work from Office
Are you an ambitious Business Development professional with experience in Life & Medical Insurance? Join Vedant Finserv as we build a new vertical in Insurance Advisory & Broking. This is your opportunity to grow in a dynamic, client-focused environment. Role Overview As a Business Development Manager, you will drive new business growth, strategic partnerships, and client acquisition for our insurance vertical. You’ll engage with high-net-worth individuals and businesses to provide customized insurance solutions, ensuring financial security and peace of mind for our clients. Key Responsibilities Identify, engage, and onboard new clients for Life & Medical Insurance solutions. Understand client needs and recommend suitable insurance products. Develop and implement strategic marketing plans to expand the insurance business. Stay updated on industry trends, competitor offerings, and regulatory changes. Build and maintain strong relationships with clients and insurers. Prepare and present insurance proposals, negotiate terms, and close deals. Ensure compliance with IRDAI regulations and maintain high service standards. What We’re Looking For Experience: Minimum 2 years in insurance sales (Life/Medical) with a proven track record in business development. Communication: Strong consultative selling and negotiation skills. Fluency in English (spoken & written). Certifications: Completion of IRDAI-mandated broker training & examination is preferred. Skills: Proficiency in Microsoft Office, CRM tools, and the ability to analyze insurance policies. Mindset: Self-motivated, ambitious, and proactive in identifying new opportunities. Why Join Us? Build and scale an exciting new insurance vertical from the ground up. Work with a premium client base, including HNWIs and corporate leaders. Growth-focused environment with clear career progression. Be part of an innovative, client-first financial services firm.
Posted 3 months ago
4 - 6 years
5 - 6 Lacs
Mumbai Suburbs, Navi Mumbai, Mumbai (All Areas)
Work from Office
Dear Candidate, Greetings from SBFC Ltd !! We have opening for the role Principal Officer Location - Mumbai (Thane or Andheri) Role & responsibilities - Ensuring compliance with IRDA guidelines and keeping up to date with all regulatory changes and ensuring implementation of the same in the company's Insurance business. - Liaise with insurance companies and internal stakeholders (tech, business, QA, marketing) for smooth functioning and growth of the insurance business. - Responsible for product, MIS, and operations. - Setup processes for the Insurance business both Offline, Online, Trade as per IRDA norms - Timely reporting of IRDA reports - Represent the company during IRDA Audits, Hearings, etc - Guide and advise the management on the Insurance business - Ensure customer problem resolution and timely payment of claims Preferred candidate profile - 6+ years of experience preferably in Insurance industry preferably in a broker set-up playing the role of Principal Officer - Should have knowledge of applying for the IRDA licenses and procuring the same. - Sound knowledge of insurance products and business. - Valid IRDA training certification is a mandatory requirement. - Excellent communication and interpersonal skills. - Preferably from a start-up and used to working in a high-paced environment. - Good PR relationship skills Interested candidates please share the updated resume at Karishma.singh@sbfc.com Thanks & Regards, Team HR
Posted 3 months ago
2 - 7 years
3 - 5 Lacs
Mancherial, Khammam, Mahabubnagar/Mahaboobnagar
Work from Office
Hi, Hiring || RM- Mutual Funds Sales - Banca channel - ON Role - B2B Minimum 1 Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. SRINIVAS - 7386568139 Call / WhatsApp. your resume Share updated resume:- srinivas@avaniconsulting.com No charges.
Posted 3 months ago
2 - 7 years
3 - 5 Lacs
Kurnool, Chittoor, Bhimavaram
Work from Office
Hi, Hiring || RM- Mutual Funds Sales - Banca channel - ON Role - B2B Minimum 1 Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. SRINIVAS - 7386568139 Call / WhatsApp. your resume Share updated resume:- srinivas@avaniconsulting.com No charges.
Posted 3 months ago
0 - 2 years
3 - 4 Lacs
Bengaluru
Work from Office
. Role Summary We are seeking a proactive and goal-oriented Unit Manager - Insurance (CMI) to expand and strengthen our insurance business by enrolling and empowering existing NJ Wealth Mutual Fund distributors to be POSP (Point of Sales Person) or BQP (Business Qualified Person). The role involves strategic planning, relationship management, and achievement of business targets through effective collaboration and execution. Key Responsibilities Partner Engagement & Recruitment : Identify and onboard existing NJ Wealth Mutual Fund partners as POSP or BQP to initiate and expand insurance-related business activities. Explain the benefits, process, and scope of the POSP/BQP roles effectively to ensure partner enrollment. Strategic Planning : Collaborate with Senior Managers to devise and implement strategies for the development of insurance products within the branch. Drive and monitor progress on recruitment and insurance sales targets. Relationship Management : Build and nurture positive working relationships with partners to promote long-term business growth. Provide support to the POSP / CIA to achieve their goals. Product Promotion : Focus on the promotion and sales of both Life and Non-Life Insurance products . Ensure a thorough understanding of insurance products to guide and assist partners effectively. Business Targets : Achieve recruitment targets for POSP/ BQP roles. Drive the sales and penetration of insurance products within the assigned branch/region. Requirements Educational Qualification : Bachelors OR Masters degree in any discipline (Finance/Insurance background preferred). Experience : 05 years in business development or sales, preferably in insurance or financial services. Skills : Excellent communication and interpersonal skills. Strategic thinking with strong organizational and planning abilities. Proven ability to meet targets and drive business results.
Posted 3 months ago
1 - 4 years
2 - 4 Lacs
Pune, Navi Mumbai, Mumbai (All Areas)
Work from Office
We are hiring for SRM - Senior Relationship Manager !! - Get a seat at a bank branch - Number of Customer meeting per day - Delivery of Min. business guarantee - Lead/Feedback/Referral Updating on LMS - Direct sales, Life insurance Required Candidate profile Fresher can't apply Graduation is a must Age must be in between 21-35 Min 1 + years experience in Sales and Marketing BFSI work experience preferred Life Insurance experience preferred Perks and benefits - Paid Leave - Incentive - Allowances - Insurance
Posted 3 months ago
0 - 5 years
1 - 4 Lacs
Navi Mumbai, Mumbai, Thane
Work from Office
Graduate/Post Graduate (fresher or Exp)= may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 8169642494 Hritika email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance
Posted 3 months ago
5 - 10 years
8 - 13 Lacs
Pune, Bengaluru, Mumbai (All Areas)
Work from Office
Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Banking / Financial / Investment Group company to source below sales professional. we are hiring for top AMC's Interested & experienced with mutual funds sales is required. Location: Bangalore Min 4 years into HNI/UHNI/NRI/Prioriity clients handling is required. Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Institutions Sales "Role is to acquire new clients and manage existing clients with the objective of expanding the market by Increasing the AUM and market share. It also requires activting Non-Active clients to generate business. Internal Focus - Branch Relationship Executive External Focus - Banks, Financial Institutions, Corporate Clients, PF, Family Offices, Distributors" Key Accountability :- 1. Responsible for New Client Acquisition and Inactive client activation 2. Follow up/ Conversion on the leads shared by the Corporate Acquisition Team 3. Ensure market share across clients and distributors as per organisational requirement and expand market share and build the AUM for all existing and new clients 4. Responsible for Client and distribution servicing & active involvment in hand holding the transactions with new and existing clients 5. Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 6. Active networking with clients, competition and distributors to get market information 7. Timely information on the products to distributors 8. Adhering to compliance norms of the organisation and Regulator 9. Involved in meeting the investors on a joint call with the distributor as per need,active involvment in handholding the transactions with the new and existing clients 10. Maintain the data on market share and review it on regular basis 11. Responsible in networking with the distributors, clients and competition to get the market information 12. Responsible to train and inform about product updates to the distributors Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text No charges.
Posted 3 months ago
4 - 5 years
5 - 11 Lacs
Thane
Work from Office
We are looking for a Compliance Officer with 4-5 years of experience in legal and regulatory compliance within the insurance and healthcare sectors . If you have a strong understanding of IRDA regulations, insurance compliance, and legal frameworks , this opportunity is for you. Roles and Responsibilities: Regulatory Compliance (Insurance & Healthcare): Ensure adherence to Insurance & Healthcare Compliance standards as per IRDA regulations , the Insurance Act , Insurance Broker Regulations , and other applicable laws. Keep track of regulatory changes introduced by IRDA or any other relevant authorities and ensure timely implementation. Ensure compliance with all regulatory guidelines applicable to Insurance Companies or Insurance Broking Firms . Regulatory Filings & Reporting: Prepare, file, and maintain all necessary forms, reports, and returns as per IRDA and other health regulators requirements. Oversee mandatory IRDA filings , ensuring accuracy and timely submission. Liaise with regulatory authorities to address compliance-related matters. Legal & Compliance Documentation: Assist in drafting, reviewing, and finalizing compliance-related legal documents and regulatory correspondences. Maintain proper records of compliance submissions, approvals, and legal communications . Monitoring & Implementation: Conduct internal compliance checks to ensure adherence to all legal and regulatory frameworks. Develop and implement internal policies to ensure the organization operates within legal and regulatory boundaries . Regulatory Updates & Advisory: Monitor ongoing changes in insurance, broking, and healthcare regulations . Advise internal stakeholders on compliance risks and assist in ensuring business practices align with regulatory expectations. Qualifications & Skills Required: Experience: 4-5 years of relevant experience in legal and regulatory compliance within the Insurance & Healthcare sectors . Regulatory Expertise: Strong understanding of IRDA regulations, insurance compliance frameworks , and legal requirements. Legal & Compliance Skills: Ability to interpret and apply complex regulatory and legal provisions. Attention to Detail: Precision in managing regulatory filings, documentation, and reporting . Communication Skills: Ability to draft clear and concise legal and compliance-related documents. If you are interested or know someone who would be a great fit, kindly apply by sending your CV to eliza.dewar@livlong.com
Posted 3 months ago
7 - 12 years
8 - 13 Lacs
Nasik, Sangli, Akola
Work from Office
As a Branch Manager in the Direct Vertical, you will be responsible for driving business growth, managing a high-performing sales team, and ensuring the achievement of revenue targets. This leadership role requires a strong understanding of direct sales, excellent people management skills, and a proven track record of generating high business volumes. Job Roles and Responsibilities: Develop and execute sales strategies to maximize business growth in the Direct Vertical. Ensure the branch consistently meets and exceeds INR 1.5 Crore+ annual business targets. Identify new business opportunities, drive lead generation, and develop a strong customer base. Recruit, train, and manage a team of Direct Sales Professionals to enhance productivity. Provide continuous coaching, mentoring, and performance management to ensure team success. Conduct regular sales reviews, monitor team performance, and implement corrective measures as needed. Foster a high-performance culture through motivation, incentives, and skill development programs. Develop and maintain strong customer relationships to enhance brand loyalty. Ensure seamless onboarding and servicing for high-value clients. Ensure strict adherence to IRDAI guidelines and company policies. Oversee smooth day-to-day branch operations, ensuring process efficiency. Implement robust MIS & reporting systems to track performance and progress. Desired Candidates Profile: Minimum 8+ years in Life Insurance, with at least 5+ years in the Direct Vertical. At least 2+ years in team management & team building. Proven track record of generating INR 1.5 Crore+ business annually. Strong leadership and team management skills. Excellent sales planning and execution capabilities. Proficient in customer relationship management and negotiation skills. Ability to work in a target-driven environment with a strategic mindset. Knowledge of life insurance products and IRDAI compliance. For more information - Kindly Contact Us: Jay P | HR Team Phone/WhatsApp: +91 63531 31340
Posted 3 months ago
3 - 4 years
5 - 9 Lacs
Ambala
Work from Office
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
Posted 3 months ago
5 - 8 years
3 - 7 Lacs
Mumbai
Work from Office
Role: AM/Manager - Accounts reconciliation Location: Mumbai Experience: Minimum 3 years from an Insurance Broker. Managing Incoming and Outgoing Payout Grid.. Reconciliation of ORC amount with statements received from Insurance Companies. Reconciliation the brokerage payouts Received against the business placed with Insurance Company. Preparation of IRDA, Reward ORC Invoicing. Monitoring Receivables, Ensuring that money dues from the insurance Companies received on time. Reconciliation of with statements received from Insurance Companies. Preparation of Monthly MIS of Branches. Facilitating timely payouts to Agents. Managing MIS
Posted 3 months ago
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