578 Irda Jobs - Page 12

Timely settlement of assigned claims Effectively coordinating between client branch office insurer surveyor to ensure timely resolution of non-EB claims within Company defined TATs Handling day-to day servicing requirements of claims on a timely basis to ensure complete customer satisfaction Effectively managing the team of Executives who may report to him her Ensuring that all required MIS reports are updated and submitted on a timely basis Ensuring compliance with IRDA requirements in respect of claims management Maintaining excellent relationships with insurers surveyors to ensure support for claims settlement Ensuring that all operational requirements processes are met as per Company defined TAT

Identify, and meet the potential leads who want to be an entrepreneur and explain to them about the business opportunities and convince them to start the Financial Products Distribution business and become a Financial Products Distributor / Partner. Providing financial products training to Distributors for Business Development. Plan activities and strategies for business development for distributors Educate the partners about product portfolio, and service offers and also evaluate them on sales performance, recommend improvements, Develop positive working relationships with partners to build business. Desired Candidate Profile: Entrepreneurial spirit - continual self-improvement Relationship-building skills Resilience - communicating with conviction

B. Key Responsibilities: 1.Deliverables: Plan and evaluate the effectiveness of Area Operation Plans with specific focus towards product availability, distribution and activity management within Defence network; Facilitate the business planning and implementation process for the business Effective leadership for Branch Managers/ Office Heads 2. Business Results Ensuring alignment of volume and market share objectives for the retail business facilitate for Pramerica life Insurance products Monitor and evaluate achievement of sales against expectation. 3. Process Streamlining and development of processes to ensure smooth management Optimize cost across your business Ensure service excellence through effective use of different training modules and selling skills program. 4. Resource Management Operational Cost Management Ensure cost efficiency in all aspects of all operations of the respective branches including fixed costs. Drive efficiencies in onward distribution expenses and in branch support expenditure Support the Companys Retail Strategy Plan. Relationship Management- Internal For overall operational effectiveness, partner/ influence with support functions namely HR Operations Training People Development Enable superlative performance standards through alignment of the team with the organizations objects. Ensure clear communication of the overall strategies and drive ownership on all tasks expected to be performed by the Branch team Develop Competencies of the team Ensure implementation of the Development plans. 5.Customer Relationship Management- External Actively network and build relationships in the defence establishments/cantonments Review of selling arrangements. Ensure adequate focus to the business 6. Code of Conduct and Compliance of all Regulatory norms: Ensure adherence of code of conduct by the entire Team in respective branches Conformation to all financial and administrative systems. Ensure Compliance to all statutory & regulatory norms. Ensure compliance with all the Branch norms set by PLI. 1. C. Job Specifications: Qualifications: Graduate/ Post Graduate - MBA Experience: 5-9 years of experience in insurance industry, preferably from defence background. Should have experience of leading a team of result-oriented Branch Managers. Extensive people management experience from defence background If you feel interested, kindly revert with an updated cv at vishwanath.singh@pramericalife.in

Greeting from NJ India Invest ... NJ India Invest Pvt. Ltd is a leading advisors and distributors of financial products and services in India. NJ began its journey in 1994 in Surat and has over a decade of rich exposure in financial investment space, portfolio advisory services and distribution of financial products. At NJ we exist to provide quality financial / investment advisory solutions to customers of diverse profiles and needs. We aim to take the benefits of a maturing Indian financial market to the masses and provide them with solutions that best serve their interests. Qualification MBA & PGDM ( Finance & Marketing ), M.com Job location : Raipur, Bhilai. Salary CTC up to Rs 3.60LPA + Performance Annual Incentive + ( Mobile Reimbursement + Conveyance ) Designation Deputy Assistant Manager Job Profile :- Recruitment of Financial Products Distributors (1) Generating leads from Open Market who are interested in becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. (2) Explaining MF Business opportunities and earnings to interested leads. (3) Coordinating and assisting enrolled candidates for NISM - Series V-A (AMFI). Business Development (1) Providing training to IFAs for Business Development. (2) Preparing business plans and strategies to develop the business of IFA. (3) Planning different activities to explore better business opportunities and new developments. (4) Joint Call - accompanying IFA on client meetings. (5) Addressing and spreading awareness regarding investments in group client meets. (6) Solving distributor's queries. (7) Establishing strong relationships and communication with distributors. System & Process (1) Following the internal sales process by updating all the activities in the online system. (2) Comply with all rules and regulations of the company as well as following industry norms. Skills Required: - Mutual Funds, Financial Product and Sales knowledge is preferable - Willing to Work For Sales - Good convincing Power & Good Communications skills both verbal and written - A Positive and go getter attitude & strong team culture. Company profile: www.njfundz.com ; www.njgroup.in With Regards Amit Sahani Human Resource | East | NJ Group Contact No. - 9073345450 Email - amit.sahani@njgroup.in www.njgroup.in

Handle the 2 branches of Axis bank ,handle the walk in customers of the branch Sell life insurance product to the customers. Handle the HNI Customers Share the resume on what App :8956244952. Required Candidate profile Graduate Minimum 1 year experience in life insurance sales or BSFI Sales Age up to 35 Its a sale profile, Perks and benefits Incentives+Allowances.

Primary Role: To develop the insurance business in assigned area by supporting the Sales Team. Strategic planning for business development of insurance product in coordination with Branch Manager. Training of the advisors on Product, Processes and Policies as defined by Head office. Relationship building with insurance companies and liasioning for various activities. Activity Planning, Execution and overall management. Operational Assistance to various mapped branches for logins and issuance. Involvement in doing Business Opportunity Presentation for bringing new advisors in the business. Required Candidate profile: 1. Willing to Work For Sales. 2. Good convincing Power & Good Communications skills both verbal and written. 3. Team handling experience candidate preferred. 4. Must have a Sales Attitude. 5. A Positive and go getter attitude & strong team culture. Job location : Raipur branch. Experience: "MBA fresher" OR "Graduate with minimum 3 yrs exp. in insurance sales". Salary : 3.50 LPA to Rs 3.75 LPA (Fixed ctc will be depend on the number of years experience) + Performance Annual Incentive + ( Mobile Reimbursement + Conveyance ) + Good Appraisal and Growth. Regards Amit Sahani Human Resource Contact: 9073345450. E-mail id- amit.sahani@njgroup.in

The purpose of the role is to drive several branch teams across a cluster by designing and developing sales strategies & support thereof in alignment with Company\u2019s overall plan, achieving operational excellence, Regulatory compliance as per statute and knowledge empowerment through training with the overall objective to achieve Revenue target of the Cluster. KEY RESPONSIBILITIES OF THE ROLE To ensure achievement of Revenue target branch-wise. To decide on product wise sales strategies and provide advice on sales promotion, vertical wise revenue budget management for a profitable result. To plan and implement strategy for new customer acquisition, devise customer relationship programs, etc. To drive and achieve cross sale target as per yearly approved plan To monitor and ensure Branch wise achievement of collectable renewal dues under all verticals To monitor Renewal persistency level and necessarily follow up to reach overall Company\u2019s plan Effective use of Principals\u2019 Partner Portal Daily monitoring of branch business process and ensuring achieving TATs for distribution benchmark To monitor business quality to keep surrender & CDR within the Company\u2019s plan Service to the customers. Area includes Customer Complaints, Policy Owners\u2019 Service request Claims, Policy Pack Delivery, Discrepancy resolution etc Identify, select and arrange training of PFPDL employees posted at branches and get them licensed/ certified with IRDA / NISM and renewal of existing licenses Develop training programs and its materials, product sales stories, being an enabler to improve confidence and efficiency Conduct training needs analysis and also develop, revise/update, deliver and evaluate training and development courses. Source, liaise with and manage internal trainers and external course providers. Assist in developing and implementing talent development and management initiatives. Maintain up-to-date knowledge of new regulations, market practices relevant to products, update knowledge with the assistance of Principals and disseminate any new requirements appropriately. To implement different H.O. directives/ initiatives at branches across the cluster. To maintain relationship with Principal and ensure required / agreed support to branches. Increasing effectiveness of sales team To maintain business hygiene at branches Assessment of finding gaps in regard to training and take corrective action Practice adult learning methodology KEY PERFORMANCE INDICATORS Budgetary achievement in revenue generated from LI, GI, HI & MF (vertical wise) Renewal target under all verticals & 13 months renewal persistency. Achievement of business drivers as per overall plan of the Company # New Customer Generation # Retention % of existing customers # Achievement of Cross Sale Plan Regulatory & internal compliance with adherence to Code of Conduct Achievement of various TATs for distribution benchmark Ensure the defined quantified norms to monitor and review training productivity enhancement of participants post training is adhered to. Effective and efficient usage of the training management system for management of timelines, cost and productivity of the trainers and training programs. Support in activities to ensure training planning, execution and review is done to achieve higher standard through various measures. MISCELLANEOUS ACTIVITIES To explore, analyze and identify new positioning activities. To finalize product packaging and launch strategy in consultation with superiors. To develop strategies for

IT Infrastructure Compliance Manager job consist of creation of IT Compliance Framework, track all compliances as per regulatory requirements and to ensure IT Compliance adherence to regulatory requirements. To identify Technology Compliance requirement for IT Infrastructure Units To draft Compliance policies & procedure To work with IT Infra Units to implement compliance controls. To track Status of compliance To remediate noncompliance as per the governance structure To interface with External Auditors for all IT Infra Units To ensure all audit points are closed as per the defined TAT Key Decisions / Dimensions Compliance Status of Control as per the documented policy and procedure Major Challenges To identify all compliance requirement Create a horizontal control framework and track it across IT Infra Units Required Qualifications and Experience a) Qualifications Engineering / Computer Graduate with 3-5 years of Information Security Governance / IT Compliance Experience/IT Audit in BFSI organization Relevant Certifications like CISA/ISO 27001 LA b) Work Experience Prior Experience of RBI/SEBI/IRDA Regulatory requirements for Technology Compliances Prior experience of Implementation & Sustenance of Technology Compliance requirements Working Knowledge of Security Governance Practices across Datacenter, Cloud, Servers, Endpoints, Security Technologies, Application & Database Good Written and Verbal Communication with Presentation Skills Good Team Player and sound in stakeholder management

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

Conduct training modules for Agent Advisors and ADMs 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 Conducting training in blended delivery format 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 Administrative 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 to all training sessions Responsible to capture attendance in TMS/ELM within the stipulated time defined Responsible to coordinate with the OH / OHs in calendarizing all training sessions for an office Responsible to plan travel for training sessions in various locations as required 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 Attendance of Agents and employees in training sessions Activating agents month-on-month against the target Compliance on IRDA requirements Monthly Achievement against the target for the agents 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, life insurance domain would be a plus

Job Role Develops and expands existing High Net worth Customer relationships for liabilities Deepens relationships sourcing family accounts Cross sells bank products & builds penetration for remote banking channels like net/mobile banking Informs customers of new products or product enhancements to further expand the banking relationship. Maintains complete relationship record for assigned customer accounts. Ensures high levels of customer service orientation to meet benchmark NPS. Collaborates with the field sales teams to ensure lower cycle times and best conversion ratios Graduate with min 2 years, or Post Graduate with a min of one year of experience Experience in tele-sales or relationship management in BFSI preferred. Certified in AMFI/IRDA Excellent communication skills – Verbal & Written Flair for Sales Good listening skills and strong communication abilities.

Job Role Develops and expands existing High Net worth Customer relationships for liabilities Deepens relationships sourcing family accounts Cross sells bank products & builds penetration for remote banking channels like net/mobile banking Informs customers of new products or product enhancements to further expand the banking relationship. Maintains complete relationship record for assigned customer accounts. Ensures high levels of customer service orientation to meet benchmark NPS. Collaborates with the field sales teams to ensure lower cycle times and best conversion ratios Graduate with min 2 years, or Post Graduate with a min of one year of experience Experience in tele-sales or relationship management in BFSI preferred. Certified in AMFI/IRDA Excellent communication skills – Verbal & Written Flair for Sales Good listening skills and strong communication abilities.

Team Leader Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio. Collaborating with fulfilment teams to ensure best in class conversion ratios. Ensure availability of trained manpower to maintain production at 100% capacity. Meet cost to income ratios as determined by Score card. Adherence to Standards of Performance. Meeting Customer Satisfaction index as measured through NPS surveys. Job : Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees. People management skill essential. Experience in working in a tele-sales or relationship management in BFSI preferred. Certified in AMFI/IRDA. Good listening skills and strong communication abilities. Team Player. VRM Officer To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers – cross training in cards, liabilities, assets. This skill will also do sales with assigned customer based mapped to them. Measure of outcomes – NPS, Service Level, Service Quality and Sales. Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. Ensure customer “delight” and consistent service experience, including timely resolution of customer queries/issues. Complete the logs specified by the process (End-of-day target). Adherence to Information Security norms & quality process norms. To be aware of and comply with any updates about the process. Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job : Should be a least graduate. No western line candidates to be scheduled, kindly hunt profiles residing near to Thane. Should not have employment gap for more than a month. Should have at least completed a year in current org. Better soft skills – conversational skills and English versant scores 7+. Flexible to work on rotational week offs.

Role: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts Job Requirement: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate/ Post Graduate–4 plus years of experience AMFI / IRDA

Role- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts Job Requirement Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate – 6 - 8 years of experience AMFI / IRDA Post Graduate – 5 - 8 years of experience AMFI / IRDA

Role- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts Job Requirement: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate – 6 - 8 years of experience AMFI / IRDA Post Graduate – 5 - 8 years of experience AMFI / IRDA

Role- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts Job Requirement: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate – 6 - 8 years of experience AMFI / IRDA Post Graduate – 5 - 8 years of experience AMFI / IRDA

Team Leader Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio. Collaborating with fulfilment teams to ensure best in class conversion ratios. Ensure availability of trained manpower to maintain production at 100% capacity. Meet cost to income ratios as determined by Score card. Adherence to Standards of Performance. Meeting Customer Satisfaction index as measured through NPS surveys. Job : Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees. People management skill essential. Experience in working in a tele-sales or relationship management in BFSI preferred. Certified in AMFI/IRDA. Good listening skills and strong communication abilities. Team Player. VRM Officer To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers – cross training in cards, liabilities, assets. This skill will also do sales with assigned customer based mapped to them. Measure of outcomes – NPS, Service Level, Service Quality and Sales. Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. Ensure customer “delight” and consistent service experience, including timely resolution of customer queries/issues. Complete the logs specified by the process (End-of-day target). Adherence to Information Security norms & quality process norms. To be aware of and comply with any updates about the process. Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job : Should be a least graduate. No western line candidates to be scheduled, kindly hunt profiles residing near to Thane. Should not have employment gap for more than a month. Should have at least completed a year in current org. Better soft skills – conversational skills and English versant scores 7+. Flexible to work on rotational week offs.

Job ProfileDevelops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts Job requirementsDeveloping and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI / IRDA Post Graduate - 2 -4 years of experience AMFI / IRDA

Job ProfileDevelops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts Job requirementsDeveloping and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI / IRDA Post Graduate - 2 -4 years of experience AMFI / IRDA

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts Job Requirement: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI / IRDA Post Graduate - 2 - 4 years of experience AMFI / IRDA

Team Leader Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio. Collaborating with fulfilment teams to ensure best in class conversion ratios. Ensure availability of trained manpower to maintain production at 100% capacity. Meet cost to income ratios as determined by Score card. Adherence to Standards of Performance. Meeting Customer Satisfaction index as measured through NPS surveys. Job : Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees. People management skill essential. Experience in working in a tele-sales or relationship management in BFSI preferred. Certified in AMFI/IRDA. Good listening skills and strong communication abilities. Team Player. VRM Officer To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers – cross training in cards, liabilities, assets. This skill will also do sales with assigned customer based mapped to them. Measure of outcomes – NPS, Service Level, Service Quality and Sales. Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. Ensure customer “delight” and consistent service experience, including timely resolution of customer queries/issues. Complete the logs specified by the process (End-of-day target). Adherence to Information Security norms & quality process norms. To be aware of and comply with any updates about the process. Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job : Should be a least graduate. No western line candidates to be scheduled, kindly hunt profiles residing near to Thane. Should not have employment gap for more than a month. Should have at least completed a year in current org. Better soft skills – conversational skills and English versant scores 7+. Flexible to work on rotational week offs.

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts Job Requirement: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI / IRDA Post Graduate - 2 - 4 years of experience AMFI / IRDA

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts Job Requirement Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI / IRDA Post Graduate - 2 - 4 years of experience AMFI / IRDA

Job ProfileDevelops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts Job requirementsDeveloping and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI / IRDA Post Graduate - 2 -4 years of experience AMFI / IRDA