578 Irda Jobs - Page 2

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

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

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)

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

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

About Burgundy Private Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role The Partner manages the UHNI relationships of Bank s customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers Provide inputs to the product and research team for any new products that the customer requires Recommend products & services as per client financial needs and risk profile Qualifications CA / CFA / Business Management or other relevant Post Graduate degree AMFI and IRDA certification Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

About Burgundy Private Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role The Partner manages the UHNI relationships of Bank s customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers Provide inputs to the product and research team for any new products that the customer requires Recommend products & services as per client financial needs and risk profile Qualifications CA / CFA / Business Management or other relevant Post Graduate degree AMFI and IRDA certification Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

About Burgundy Private Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role The Senior Partner manages the UHNI relationships of Bank s customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers Provide inputs to the product and research team for any new products that the customer requires Recommend products and services as per client financial needs and risk profile Qualifications CA / CFA / Business Management or other relevant Post Graduate degree AMFI and IRDA certification Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

The role requires you to manage Regulatory Compliance for the Bank's third-party products distribution business, such as insurance and mutual funds. Your responsibilities include ensuring compliance with regulations from SEBI, IRDA, AMFI, and handling regulatory inspections. You will be responsible for reviewing processes, communicating regulatory updates, and providing clarifications to stakeholders. Additionally, you will draft submissions to the ACB/Board and submit regulatory reports as needed. Interacting with regulatory authorities and the Bank's management is a key aspect of this role.,

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

Function Summary Assistant Vice President - Strategic Initiatives will manage the Axis Bank partnership, driving strategic projects and business growth. The role involves relationship management, new channel development, and business intelligence through data analytics. It requires collaboration with internal teams and key stakeholders. The incumbent will design and execute initiatives to enhance distribution models and business outcomes. Job Summary Responsible for managing the relationship for the channel with key stake holders at Axis Bank Central office as the nodal point, involving key strategic decisions and planning periodic intervention at the banks end for the Life insurance business Responsible for developing the Axis Bank relationship by identifying growth /development opportunities of new channel development, modulations of distribution models, process structuring or product reorientation. Undertake key projects on channel innovation & delivery strategies. Support the relationship in building business intelligence through analytics and environment scan on an ongoing basis Key Responsibilities Relationship Management Nodal point of contact for the channel partner for Business relationship management & Ongoing business support engagement with central teams and vertical teams Build and implement rhythms of governance with Central office stake holders across segments Create ongoing dashboards and intelligence to highlight business performance and areas of improvement across key business vectors Prepare periodic presentations on business progress with insights on opportunities of improvement Building business intelligence through Analytics & environment scan Enabling sustained initiatives and short term tactical interventions for business augmentation Resolve Business Partner queries within the stipulated time Understanding of IRDA & other regulatory guidelines for seamless implementation Channel Development and New Initiatives Market study of various distribution models in bancassurance including Alternate Channel space Structuring development models and process for new channels like transaction banking, SME, phone based channels, credit cards and digital channels. Evaluating possibilities of modulations of distribution models, process restructuring, product reorientation through regular & structured interaction with the field (internal as we'll as bancassurance partner) Structuring key projects on the identified themes post agreement with management Channel Enablement & Strategic Initiatives Preparation of Review and Field presentations Manage KRA for Business Partner Drive and implement new initiatives by working closely with the Department Head Liaise with Compliance, Legal, Operations, Finance, MIS, Marketing, Actuaries and other functions for timely resolution of queries and issues Program Management Executing the entire initiative Collaborating with the sales, training, marketing teams to ensure smooth execution Governance Program Management Planning initiatives and ability to articulate desired outcome Presentation to different stakeholders on initiatives Key Competencies/ skill required Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Desired qualification and experience Management post graduate from Tier 1 B Schools with 2-3 years of experience Incumbent should be currently working in strategy development for Financial Services Experience of translating strategy into delivery through plans, programs, people and culture Highly analytical and comfortable working with complex data sets Detailed understanding of financial forecast & modelling built around multiple assumptions/variables Play a challenger role and maintain independence while supporting channel strategies at the same time Ability to communicate effectively, connect and inspire colleagues at all levels of the organization Sharp prioritization and delegation while working with multiple priorities Managing ambiguity and change

Job Summary Opportunity to be associated with MAX Life Insurance Pvt. Ltd. As Associate Business Development Manager and build a distribution enterprise. Responsible for recruiting and managing a team of Leader and agents. Responsible for recruiting a team of Leaders, who will recruit agents and agents will source direct business. Key Responsibility 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-onone 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 etc. with particular reference to Financial Executives / AAP model developed by the competitors. Execute plans for growth of the agency Identify, interview and select new leaders from market and by networking Ensure adherence to laid down sales and service standards for Financial Executives, Agency Associates and Agent Advisors. Conduct weekly performance review and planning (PRP) for team Ensur e retention of team by formulating their development plans, meeting their training needs and communicating with them on a regular basis. Handhold, develop and supervise Financial Executives, Agency Associates and Agents to meet plan and follow growth leadership practices. Measures of Success Building a chain of successful leaders (Financial Executives) Recruitment (contracted agents) numbers Add-on of AFYP & number of cases in the team. Add-on of number of new agency associates Case Rate & Case Size Agent satisfaction survey Accuracy and timeliness of information Other Responsibilities HO co-ordination Sales promotion activities Assist in overall running of the Office Knowledge / Skills / Abilities Selling Skills Relationship Building skills Coaching and Developing Team Result Orientation Resilience Discipline Demonstrating Adaptability Minimum Education Minimum Graduation in any discipline, MBA will be an added advantage. Minimum and specific experience Overall experience of 4-6years Preference will be given to candidates having man management experience Should have minimum of 2 years of sales experience.

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)

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

Business Mix of Commercial and Consumer Lines GPW/Non Motor GPW growth Maintaining Hygiene Cheque Bounce & Receivables Key Accountabilities/ Responsibilities 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.

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

Sell the Health insurance products to the customers Lead will be provided by the company Appointment based sales Share resume on what's App 8956244952 Required Candidate profile Graduate Candidates have minimum 1 years experience in Insurance sales /Sales Age Limit :22- 35 Two-wheeler mandatory Perks and benefits Incentives

Sell the Lifeinsurance products to the customers through bank Tag 2 to 3 branches of the bank. Visit the branches daily basis Share resume on what's App 8956244952 Required Candidate profile Graduate Candidates have minimum 1 years experience in Insurance sales /BSFI SALES Age Limit :22- 35 Two-wheeler mandatory Perks and benefits Incentives

Direct Responsibilities : Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : • To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings are done per day within your territory.

Job Purpose To derive Insurance Business from assigned Relationship/Channel partner in an area or zone, to convince the relationship so they can convince their customer to invest in Birla Sunlife Insurance. To ensure all the pre and post sales support and services to the relationship as well as to the clients along with the team dedicated to the relationship. Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter. Roles and Responsibilities Employees are ON ROLLS of Aditya Birla Sunlife Insurance. Employee will be mapped to the respective Bank Branches basis on the geography assigned. Prime Responsibility to generate insurance Business through Bank Branch, walk-in customers and leads generated by the Branch staff. They will be required to generate business only for the assigned branch in the assigned geography through New or Old customers. Providing support to branch profitability by selling ABSLI Insurance product through different acquisition channels in the catchment area. Will be responsible for achieving monthly sales target assigned: NOP FYP Persistency Customer complaint Responsible for customer complaints and need to be resolved in the specific TAT, & ensure quality customer service is delivered. Penetration of LI to existing and new customers. Employee has to build the smooth-professional relationship with the respective Branch Manager & with the Branch employees. In the open Architecture Scenario its very essential to built the strong relationship with the Banca partners. Key Expectations: To Handle Bank customers requirements with the best services and products ranges. To make ourself equipped with insurance and Bank Products knowledge. To manage the relationship at all the levels to have the desire outputs. Communicating any product changes, process change or change in any rules and regulations (internal / IRDA) with the help of different training module to Banca Partners. Supporting in the actual sales and service aspects including sales calls, issuance and complaint handling.

Immediate and Urgent Hiring Relationship Manager (Equity & Derivatives) Job Location: Thane Roles and Responsibilities : 1.Advise clients on investments in Equity and Derivatives markets and execute orders on their behalf. 2.Build and maintain strong client relationships while educating them about various investment opportunities. 3.Manage a pre-assigned set of existing customers and ensure high levels of client satisfaction. 4.Promote and cross-sell financial products including Mutual Funds, Insurance, SIPs, PMS, etc. Desired Candidate Profile: 1. Should be NISM VIII, NISM V A & IRDA certified . 2. Any Graduate with minimum 3 Years of Broking / Dealing experience 3. Good knowledge of Equity Market and TPP 4. Good communication (Written and Verbal). Apply now on monikarathod@hdfcsec.com if you meet the above criteria and are ready to take your career to the next level!

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)