578 Irda Jobs - Page 16

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. 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. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred

About The Role JOB ROLE "¢ Lead a team of relationship officers "¢ Ensuring the sales of CASA, TPP and other asset products through Relationship Officers "¢ Driving customer coverage and Ensuring customer engagement & Retention "¢ Drive productivity through team assigned JOB REQUIREMENT : "¢ Postgraduate preferably MBA "¢ Thorough understanding of banking "¢ AMFI & IRDA certified "¢ High energy and drive "¢ Customer First attitude "¢ Ability to handle a team "¢ Persuasive with excellent interpersonal skills

About The Role Branch Relationship Manager - BRANCH BANKING - Branch Banking JOB DESCRIPTION JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. 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. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred

About The Role Branch Relationship Manager - BRANCH BANKING - Branch Banking JOB DESCRIPTION JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. 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. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred

About The Role Job Profile 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 requirements 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

About The Role Job Profile 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 requirements 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

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.

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 (BOPsCOPs) - 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 (BOPsCOPs) - 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 (BOPsCOPs) - 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 (BOPsCOPs) - 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 (BOPsCOPs) - 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

Job Overview - As an Insurance Operation Representative specially from corporate agent industry, your primary responsibility will be addressing inquiries, resolving issues, and providing accurate information regarding insurance policies, claims registration, Insurance Data entry and etc., you will serve as a liaison between the insurance company and our team. Roles & Responsibilities - 1. Accurate data entry of Insurance business by collecting and coordinate with Branches across India. 2. Work closely with Insurance companies and branches for day-to-day work like, quotation and claims registrations (as per the requirements) 3. Send monthly insurance renewal reminders to existing clients from the database and take report from Branches CS. 4. Reconciliation of commission received from various Insurance Partners. 5. Coordinating with partners for Monthly MIS. 6. Sharing timely & accurate MIS data with Finance department for generating tax invoices. 7. Follow up with clients/partner for payments against generated invoices. 8. Act as mediator between company and clients/partner. 9. Ensure all operational activities comply with internal policies, industry regulations (IRDAI guidelines), and legal requirements. Qualifications and Criteria: Bachelor's degree preferred with Advance Excel Knowledge. Previous experience in customer service, preferably in the insurance industry. Proficiency in using customer service software and Microsoft Office applications. IRDA certification will be the added advantage. Compensation & Benefits Fixed: Depends on experience, qualifications. Variable: Annual Performance Based Incentive. Group Health Insurance Benefits as per company policy.

Role & responsibilities Lead and execute internal audits, process reviews, and compliance review assessments, ensuring alignment with business objectives and regulatory requirements. Identify control gaps and areas requiring improvement in business processes Perform control testing to assess the design and operating effectiveness of internal controls. • Understand regulatory expectations and industry best practices to provide insightful recommendations. Map regulatory expectations to existing processes and controls, identifying areas for improvement. Develop actionable plans to address identified gaps and document them effectively. Proactively engage with multiple stakeholders to ensure adherence to defined timelines and deliverables. Create and present status update presentations for clients on a periodic basis. Ensure the delivery of high-quality work and adherence to internal quality and risk management procedures. Anticipate and identify engagement-related risks, escalating issues as appropriate. Build and maintain strong relationships with clients (process owners and functional heads) and internal teams. Team Development & Knowledge Sharing Supervise and mentor junior team members, providing guidance and technical expertise. Foster a collaborative and high-performance culture within the team. Contribute to thought leadership, internal knowledge management, and development of best practices. Preferred candidate profile Strong understanding of internal audit methodologies, risk management, and regulatory compliance requirements. • Ability to work in a client facing and consulting role, with the ability to build networks and relationships • Strong analytical and problem-solving skills with solution-oriented approach • Excellent communication, and relationship-building skills with commercial awareness. • Strong project management and multitasking abilities. • Effective communication, stakeholder management, and presentation skills. • Ability to work independently while collaborating with multiple stakeholders. Qualification • Chartered Accountant (CA) / Company Secretary (CS) / Certified Internal Auditor (CIA) / MBA / PGDM in relevant disciplines. • 4-6 years of relevant experience in the insurance industry, specifically in risk advisory, internal audits, process reviews, or regulatory compliance. • Strong knowledge of the insurance industry • Knowledge or awareness of developments in Insurance regulation • Experience in handling client engagements and managing teams is preferred.

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)

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

Job Description Position Deputy Manager - Training No. Of Position TBC Department Training Function Training Reporting to Regional Head - Training Band 5B KEY RESPONSIBILITIES 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 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 Deputy Manager - Training No. Of Position TBC Department Training Function Training Reporting to Regional Head - Training Band 5B KEY RESPONSIBILITIES 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 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 Title: Sales Manager - Insurance Cross-Sell Location: Bangalore, Warangal, Vishakhapatnam, Hyderabad, Vijayawada and Chennai Reporting to: Regional head Role Overview: We are looking for a dynamic and result-oriented Sales Manager to drive the cross-selling of insurance products (life, health, general) to existing and new customers of our NBFC. The ideal candidate should have a strong understanding of financial products, customer engagement, and insurance sales strategies to achieve revenue targets and customer penetration goals. Key Responsibilities: Identify cross-sell opportunities for insurance among existing and new NBFC customers (loan, gold, consumer finance, etc.). Drive sales of insurance products through branch and field teams. Manage and train branch staff/relationship officers on insurance products and pitch strategies. Coordinate with insurance partners and internal stakeholders to ensure smooth product onboarding, approvals, and updates. Track and monitor insurance sales targets across branches and regions. Ensure compliance with IRDAI regulations and company policies for insurance distribution. Conduct regular customer interactions, field visits, and joint calls to drive conversions. Review and analyse customer portfolios to provide tailored insurance solutions. Prepare and share daily/weekly/monthly MIS and performance reports. Key Skills & Competencies: Strong knowledge of insurance products. Proven experience in cross-selling or bancassurance in an NBFC or bank. Excellent communication, negotiation, and relationship management skills. Data-driven approach with proficiency in sales tracking and reporting. Familiarity with compliance and regulatory frameworks (IRDAI, RBI). Ability to lead and motivate field teams across branches. Qualifications & Experience: Graduate in any discipline (MBA preferred). Minimum 47 years of experience in insurance sales, preferably through NBFCs or banks. IRDAI certification (Life/General) is an advantage. Join us in our mission to drive growth and prosperity through innovative financial solutions. Apply now to be a part of our dynamic team by mailing your updated resume to hr@arvog.com !

Contact - 7828948411 kritikav@hdfclife.com Role & responsibilities It is a field job. You will have to travel within the assigned location to meet channel partner teams and customers. You will be evaluated on your ability to meet the business targets (Top line, Persistency, Product mix) by collaborating with and driving channel partners. You will also accompany the channel partner teams on pre and post sales such as claim settlement. HDFC Life believes in technology driven sales and you will learn new technology/Mobility enhancements, to comply with the Sales Management Process. As a business professional you will uphold organizational values in every action and ensure business ethics and integrity. You are expected to be compliant to regulatory and statutory regulations.

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realize 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 realize 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 1-2 years 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 recognizes your achievements.

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. 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. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred

About The Role Job Profile 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 requirements 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

About The Role Job Profile 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 requirements 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

About The Role 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 Graduate4 plus years of experience AMFI / IRDA