578 Irda Jobs - Page 20

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

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

The purpose of the role is to, Meet the business objectives initiated by the respective country Business Clients business Customer focused need-based selling Deepen customer relationship and maximize penetration Key Responsibilities Business Achieve Business Loans sales target. Segment focus, customer focused needs-based selling. Being a Business Development Manager - Business Banking, focus must be on acquiring new SME customer relationship and fulfilling needs with respect to Business Loans, and other Assets, Liabilities, Insurance, and Investment for such customers as mandated by the Bank time to time. You will also be involve deepening these relationships by cross-selling various product. Processes Operational quality - Error free customer application documentation. Responsive and responsible selling. Practice appropriate sales and marketing skill. Ensure Nil Customer complaints. Governance Conduct Client Due Diligent diligently. Zero tolerance - Fraud, Mis-selling. Attend training, acquire knowledge, and apply to job function. Adhere to all policies, guidelines, and procedures. Comply with local regulatory requirements To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager. Regulatory Business Conduct Display exemplary conduct and live by the Group s Values and Code of Conduct. Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. Lead to achieve the outcomes set out in the Bank s Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment. ] Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Skills and Experience MS Excel MS Outlook Qualifications Must be a graduate. MBA s would be an advantage Candidates having Sales experience of at-least 1 year in the Retail Banking Industry; especially SB Lap, BIL, BWC, Insurance and Current Accounts would be preferred Candidate having AMFI, IRDA (and other relevant certification) certification will be preferred Good knowledge of the selected market and customer segments would be an advantage Strong communication and negotiation skills with the ability to influence outcomes Strong inter-personal skills, which encourages and promotes enthusiasm and team spirit About Standard Chartered What we offer www. sc. com/careers 30318

The purpose of the role is to, Meet the business objectives initiated by the respective country Business Clients business Customer focused need-based selling Deepen customer relationship and maximize penetration Key Responsibilities Business Achieve Business Loans sales target. Segment focus, customer focused needs-based selling. Being a Business Development Manager - Business Banking, focus must be on acquiring new SME customer relationship and fulfilling needs with respect to Business Loans, and other Assets, Liabilities, Insurance, and Investment for such customers as mandated by the Bank time to time. You will also be involve deepening these relationships by cross-selling various product. Processes Operational quality - Error free customer application documentation. Responsive and responsible selling. Practice appropriate sales and marketing skill. Ensure Nil Customer complaints. Governance Conduct Client Due Diligent diligently. Zero tolerance - Fraud, Mis-selling. Attend training, acquire knowledge, and apply to job function. Adhere to all policies, guidelines, and procedures. Comply with local regulatory requirements To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager. Regulatory Business Conduct Display exemplary conduct and live by the Group s Values and Code of Conduct. Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. Lead to achieve the outcomes set out in the Bank s Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment. ] Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Skills and Experience MS Excel MS Outlook Qualifications Must be a graduate. MBA s would be an advantage Candidates having Sales experience of at-least 1 year in the Retail Banking Industry; especially SB Lap, BIL, BWC, Insurance and Current Accounts would be preferred Candidate having AMFI, IRDA (and other relevant certification) certification will be preferred Good knowledge of the selected market and customer segments would be an advantage Strong communication and negotiation skills with the ability to influence outcomes Strong inter-personal skills, which encourages and promotes enthusiasm and team spirit About Standard Chartered Were an international bank, nimble enough to act, big enough for impact. For more than 170 years, weve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If youre looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we cant wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, youll see how we value difference and advocate inclusion. Together we: Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. Flexible working options based around home and office locations, with flexible working patterns. Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. www. sc. com/careers 30316

As Regional Head, you will be responsible for driving the agency and retail insurance business and distribution strategy for First Advisor. You will play a pivotal role in achieving business growth targets through effective management.

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 : Jamshedpur 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 Role

Job description 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 : Guwahati. Salary CTC up to Rs 3.6LPA + 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

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 (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

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)

Manage the daily activity of producers to ensure strong pipeline. Coach guide agents to cross sell and grow their business Make individual agents grow at least by 20% 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 Recruitment To identify a person who is gives us time to do a motor insurance business. Attempt to competition motor agents to associate with us Input Activities: Name gathering activities, career orientation program with TATAAIG like RnR, Club Membership, Quarterly contest, Educational programs etc. Activaisations To do engagement activities on daily basis for producers. Weekly and Monthly development sessions for producers. Float all contest and club convention on monthly and weekly basis to producers. Sales Support like endorsement, form filling, portal training and other operation related activities. Monthly quarterly and yearly goal settings with producers. Stakeholder interfaces Internal Stakeholders CSM - For Business Sourcing. ZSM - For Approvals. HR Team - For Recruitments Incentives Operations Team - For Policy Binding, Cheque Receipts. IT Team - For IT Server related issues. External Stakeholders Agents - Regarding New Tie-Ups Regular Visits. Experience 1-2 years experience in any General Insurance company. Education Graduate from Any Discipline with Prior Experience

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients Profiling Customers and provide financial products to meet customer needs Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs To Enhance & Retain customer profitability by capturing larger share of Wallet Ensure profitability of the portfolio: Generate high Income per Customer Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

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.

The purpose of the role is to, Meet the business objectives initiated by the respective country Business Clients business Customer focused need-based selling Deepen customer relationship and maximize penetration Key Responsibilities Business Achieve Business Loans sales target. Segment focus, customer focused needs-based selling. Being a Business Development Manager - Business Banking, focus must be on acquiring new SME customer relationship and fulfilling needs with respect to Business Loans, and other Assets, Liabilities, Insurance, and Investment for such customers as mandated by the Bank time to time. You will also be involve deepening these relationships by cross-selling various product. Processes Operational quality - Error free customer application documentation. Responsive and responsible selling. Practice appropriate sales and marketing skill. Ensure Nil Customer complaints. Governance Conduct Client Due Diligent diligently. Zero tolerance - Fraud, Mis-selling. Attend training, acquire knowledge, and apply to job function. Adhere to all policies, guidelines, and procedures. Comply with local regulatory requirements To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager. Regulatory Business Conduct Display exemplary conduct and live by the Group s Values and Code of Conduct. Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. Lead to achieve the outcomes set out in the Bank s Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment. ] Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Skills and Experience MS Excel MS Outlook Qualifications Must be a graduate. MBA s would be an advantage Candidates having Sales experience of at-least 1 year in the Retail Banking Industry; especially SB Lap, BIL, BWC, Insurance and Current Accounts would be preferred Candidate having AMFI, IRDA (and other relevant certification) certification will be preferred Good knowledge of the selected market and customer segments would be an advantage Strong communication and negotiation skills with the ability to influence outcomes Strong inter-personal skills, which encourages and promotes enthusiasm and team spirit About Standard Chartered Were an international bank, nimble enough to act, big enough for impact. For more than 170 years, weve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If youre looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we cant wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, youll see how we value difference and advocate inclusion. Together we: Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. Flexible working options based around home and office locations, with flexible working patterns. Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. www. sc. com/careers 30319

The purpose of the role is to, Meet the business objectives initiated by the respective country Business Clients business Customer focused need-based selling Deepen customer relationship and maximize penetration Key Responsibilities Business Achieve Business Loans sales target. Segment focus, customer focused needs-based selling. Being a Business Development Manager - Business Banking, focus must be on acquiring new SME customer relationship and fulfilling needs with respect to Business Loans, and other Assets, Liabilities, Insurance, and Investment for such customers as mandated by the Bank time to time. You will also be involve deepening these relationships by cross-selling various product. Processes Operational quality - Error free customer application documentation. Responsive and responsible selling. Practice appropriate sales and marketing skill. Ensure Nil Customer complaints. Governance Conduct Client Due Diligent diligently. Zero tolerance - Fraud, Mis-selling. Attend training, acquire knowledge, and apply to job function. Adhere to all policies, guidelines, and procedures. Comply with local regulatory requirements To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager. Regulatory Business Conduct Display exemplary conduct and live by the Group s Values and Code of Conduct. Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. Lead to achieve the outcomes set out in the Bank s Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment. ] Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Skills and Experience MS Excel MS Outlook Qualifications Must be a graduate. MBA s would be an advantage Candidates having Sales experience of at-least 1 year in the Retail Banking Industry; especially SB Lap, BIL, BWC, Insurance and Current Accounts would be preferred Candidate having AMFI, IRDA (and other relevant certification) certification will be preferred Good knowledge of the selected market and customer segments would be an advantage Strong communication and negotiation skills with the ability to influence outcomes Strong inter-personal skills, which encourages and promotes enthusiasm and team spirit About Standard Chartered Were an international bank, nimble enough to act, big enough for impact. For more than 170 years, weve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If youre looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we cant wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, youll see how we value difference and advocate inclusion. Together we: Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. Flexible working options based around home and office locations, with flexible working patterns. Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. www. sc. com/careers 30317

Job Description Position Manager - Training No. Of Position TBC Department Training Function Training Reporting to Regional Head - Training Band 4a / 4b 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 Manager - Training No. Of Position TBC Department Training Function Training Reporting to Regional Head - Training Band 4a / 4b 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 Manager - Training No. Of Position TBC Department Training Function Training Reporting to Regional Head - Training Band 4a / 4b 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 Manager - Training No. Of Position TBC Department Training Function Training Reporting to Regional Head - Training Band 4a / 4b 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 Manager - Training No. Of Position TBC Department Training Function Training Reporting to Regional Head - Training Band 4a / 4b 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

Reporting to Cluster head, the position is responsible for managing the sale of Life Insurance products to the clientele of the Bank across channels and all cities in that region with special focus on the analysis and satisfaction of these Customers financial as well as Insurance needs and objectives. Key Responsibilities RESPONSIBILITIES Generate new business to achieve defined sales and revenue targets. Keeping In and out knowledge of the products being sold by him. Create proper comparison of the similar products in other companies. Create and manage an effective Sales Tracker to measure and manage their activity levels. Continuously improve the quality of sale and key sales ratios by attending the trainings arranged for them, if required. Providing timely MIS as required relating to the various aspects of the business-Applied, business lead generation, Issued business, product mix, lapsation etc Conduct a credit report on customers to find out what sort of insurance rates they can be given, explain to customers what sort of coverage they are getting, and what kind of monetary values the insurance company will payout in the event of damage to the insured. Ensuring complete customer satisfaction starting from the first payment of premium till the claim management. Liasoning with Insurance Company s representatives on a regular basis. Ensure timely and accurate compliance to all statutory requirements. To check if all the required documents and forms are in place, wherever applicable. Minimum Qualification should be graduation. Experience in Sales and relationship management. Experience in handling similar role in financial industry would be an advantage but not a pre-requisite. Strong communication and negotiation skills with the ability to influence customers. Strong orientation towards internal customer satisfaction and servicing. Level of the individual has high dependency on technical ability and personal effectiveness. Candidate should be IRDA certified before commencing servicing / closure of leads. Governance Display exemplary conduct and live by the Group s Values and Code of Conduct. Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. Lead the [country / business unit / function/XXX [team] to achieve the outcomes set out in the Bank s Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment. ] * Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. [Insert local regulator e. g. PRA/FCA prescribed responsibilities and Rationale for allocation]. Serve as a Director of the Board of [insert name of entities] Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent) Other Responsibilities Embed Here for good and Group s brand and values in XXXX [country / business unit / team]; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats); [List all responsibilities associated with the ro Skills and Experience Insurance Bancassurance Product knowledge Qualifications About Standard Chartered Were an international bank, nimble enough to act, big enough for impact. For more than 170 years, weve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If youre looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we cant wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, youll see how we value difference and advocate inclusion. Together we: Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. Flexible working options based around home and office locations, with flexible working patterns. Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. www. sc. com/careers 30385

JOB SUMMARY Ensuring high quality customer service for Self and Team, ensuring internal and external compliance on all NR transactions, handling difficult customer situations and leading the overall service agenda for NR HUB. RESPONSIBILITIES Strategy Ensure high level of customer service and manage difficult customer situations. Ensure resolution of all complaints received at NR PsB HUB. Gather/prepare statistics for service quality and productivity indicators Ensure compliance with internal and external guidelines and ensure minimal comments in audits and other inspections Ensure transactions are processed with a high level of accuracy and commitment within standard turnaround time in order to satisfy customer needs Monitor customer satisfaction survey ratings, net promoter score or any other survey/ feedback ratings taken from customers and ensure continuous improvement if below benchmark, sustain and better quality service Ensure adherence to laid down processes, facilitate first time resolution. Minimize rejections and customer complaints Ensure validity and completeness of transactions processed and ensure concessions relative to exchange rate, fees, charges etc. are authorized/ overridden by appropriate authorities Responsible for general reconciliation and control activities Be multi-skilled to handle all kinds of transactions and services in the bank as per applicable guidelines Contribute to NR PsB HUB performance through referrals, efficient customer service, effective operations controls Operations and Compliance Ensure satisfactory ratings in all internal/external audits. Ensure compliance to all process notes and circulars issued from time to time. Contribute to timely and accurate submission of all returns both internal and statutory for sales and service. Undertake accurate and timely processing of all customer instructions as per applicable processes/ circulars. Understand the Bank s mis-selling & sales policies as well as policies and procedures issued in relation to ORMA, Group Code of Conduct, KYC/CDD/EDD and Money laundering prevention. Comply with the same, including highlighting any suspicious transactions as per guidelines. Complete all requisite trainings on time Cross Border & FEMA certified Regulatory & Business Conduct Display exemplary conduct and live by the Group s Values and Code of Conduct. Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. Lead to achieve the outcomes set out in the Bank s Conduct Principles: Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Must not do mis selling and follow group code of conduct in dealing with customer as well as colleagues. Key Stakeholders NR Segment/ Wealth Management Unit Qualification Must be a graduate. MBA s would be an advantage Candidates having Sales experience of at-least 1 year in the Retail Banking Industry; NR background preferable not essential, Wealth acumen would be an advantage Candidate having AMFI, IRDA (and other relevant certification) certification will be preferred Good knowledge of the selected market and customer segments would be an advantage Strong communication and negotiation skills with the ability to influence outcomes Strong inter-personal skills, which encourages and promotes enthusiasm and team spirit Role Specific Technical Competencies Customer Orientation Relationship Management Customer Service Inter Personal Skills Communication Operation Management About Standard Chartered Were an international bank, nimble enough to act, big enough for impact. For more than 170 years, weve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If youre looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we cant wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, youll see how we value difference and advocate inclusion. Together we: Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. Flexible working options based around home and office locations, with flexible working patterns. Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. www. sc. com/careers 31002

About Max Life Insurance Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation. Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel distribution including agency and third party distribution partners. Max Life has built its operations over almost two decades through need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per public disclosures, during the financial year 2019-20, Max Life achieved gross written premium of Rs. 16,184 crore. As on 31st March 2020, the Company had Rs. 68,471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913,660 crore. For more information, please visit the Companys website a t www.maxlifeinsurance.com We Stand for Caring A compassionate leader who demonstrates appreciation for diversity in thoughts and approach towards people as well initiatives, eliminates biases to promote meritocracy. A coach who inspires people to excel and sets a culture of high performance. Collaboration A boundary-less leader who is capable of identifying leveraging expertise of team members for superlative outcomes, thus, delivers to the organization s ask. A leader who addresses challenges with a solution oriented approach to create win-win partnerships within outside teams through inspired cooperation and teamwork. Customer Obession A leader who embodies Customer and keeps him at the core of all deliverables. Proactively anticipate customer needs and implement strategies to provide best in class customer experience. Growth Mindset An ambitious leader who can sponsor game changing ideas and rally the team to turn them into a reality. A leader who challenges the status quo, takes bold creative actions to manage complex issues achieve high impact goals by pushing self and others and raise the bar on performance. People Leadership A people s leader who inspires their teams to stretch themselves and achieve their true potential. A leader who create leaders by coaching, empowering motivating them to deliver superior business outcomes. "Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity." Job Description Job Title Deputy Area Manager - IMF New Growth Initiatives Location Multiple Location (PAN India) Department Agency Function Insurance Marketing Firm Reporting to Deputy Regional Manager - IMF New Growth Initiatives Band 5B Function Summary IRDA Regulation on IMF was released on Jan 2015, where companies which are LLP / Pvt limited / cooperative societies were allowed to distribute financial products. IMFs are allowed to deals in Insurance of 6 companies (2LI , 2GI , 2 HI), mutual funds, banking products, post etc. Max life spotted this opportunity to attract established financial distributors from the market to engage and distribute max life products - PEARL ACQUISITION . A dedicated team of 50 CDMs were recruited in two phases and trained to hire farm these relationships. Currently we have 95 licensed IMFs on board and expected to touch 150 which are work in progress. The pool of IMF s primarily comprises of top Agents in Insurance, Wealth Managers, Loan DSA, CA, Ex - employees from financial services with an existing customer base customer base. Present IMF carries avg. 2500 customers and big turnover book. As a later part of Pearl acquisition strategy, Insurance Managers is a career option provided to establish financial distributors who are not able to meet the requirements of forming an IMF. This has also proven to be an exciting opportunity. Insurance Manager is part time employee model which provides a platform to the pearl to associate with MLI and improve their earnings, flexible working hours and better choices to their customers. IM will be different from an ADM/APC as he will not be recruiting and mentoring Agents and will only source business by penetrating into his existing client base. Avg book size with them is also 750 customers. Job Summary Acquire annually 6 to 7 part time employees manage a preallocated team of IM Manage performance of IM s Key Responsibilities/ Key Deliverables Understand the IM acquisition and also IMF regulation, value proposition registration process Acquisition of 6 - 7 IM s in a year independently. Independently managing a pool of Insurance Managers mapped to them from existing pool in the beginning only. Post successful completion of 1 year, the next level is CDM wherein the focus will be on IMF journey Manage performance of IM s Develop understanding of products coach IM staff on product USP s Implement performance management and rewards system in IM s. Provide marketing, training and operational support to IM s Manage attrition of IM s through revival or replacement Drive quality of business sourced from IM s Ensure right product mix and control key quality measures such as leakage and persistency. Measures of Success Minimum 6-8 IM Acquisition in a year Achieving sales target through team of IM s IM Activity Retention Quality of Business Create pipeline for IMF s Desired qualification and experience Educational Background Minimum a graduate Work Experience At least 1-3 years of experience in recruiting business partners / Agents and achieving sales target through them. Good communication skill. KNOWLEDGE / SKILLS / ABILITIES Excellent Written, presentation communication skills Exceptional consultative interpersonal skills Stakeholder management Influencing without authority Full understanding / experience of handling entire life cycle of a deal from initiation to successful completion About Axis Max Life Insurance Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a Joint Venture between Max Financial Services Limited ( MFSL ) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com. #ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply

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)

Candidate should have key understanding on technology, IT and governance aspects from Cyber Security perspective Candidate should have understanding on performing gap assessment on organizations Cyber security landscape primarily to prevent them from cyber security threats Candidate should have exposure to design, development, implementation, and maintenance information security framework aligned to framework like ISO 27001:2013 Candidate should have managed end-to-end Information security, cyber security for its organizations Experience in performing the risk assessment from Cyber Security, Business Continuity and Privacy perspective Experience on Data Privacy including design/development and review of privacy framework aligned with GDPR requirements and GAPP framework Performing maturity assessment for cyber setup; Developing cyber strategy roadmap, helping in implementation Consulting knowledge in overall cybersecurity domain with specific experience in engagements, such as NIST, BCP, ISO 27001, SSAE 18, ISAE3402, SOC 2 and regulatory compliances (RBI, SEBI, IRDA), data privacy audits. Manage / Lead engagement for data privacy, regulatory compliance, cyber strategy, ISO 27001 BCP (ISO22301) & third-party risk management (TPRM) Determine client needs, expectations & participate to develop, lead, and execute the overall client service plan Work on proposals, thought leaderships, POVs as required Demonstrate leadership, team management, problem solving and strong verbal and written communication skills Consulting experience (preferred) Immediate joiners (preferred) Certifications - ISO 27001, ISO22301, ISO 27701, CISSP, CISA (advantage)

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