578 Irda Jobs - Page 21

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 right for you. Job Purpose Insurance counselor is the local insurance specialist for Bancassurance Business to enable Insurance objectives of the cluster/CBG branch location allocated. He/ She would be directly responsible for achieving the insurance revenue target for the branch / cluster. Key Accountabilities Accountable for achieving monthly & annual Banca sales targets, as agreed. Target comprises of New Business revenues, Renewal income target and the General Insurance revenue target. Ensure proper implementation & execution of insurance strategy for month for the branch and sourcing of Insurance proposals through the Tablet application. Ensure implementation at the Branch the timely sessions and attendance of eligible participants for knowledge / skilling sessions of AKASH for the front line sales team. Prospect list identification with RMs basis the strategy for the month through Joint sitting with TLs. Working with Team Leaders and Micro Marketing Managers to execute business development activities as per the monthly plan aimed at generating insurance prospects, and follow by action plan to convert the prospects to clients of insurance. Ensure proper sales spread between products mix aimed at maximizing revenue earnings of Bancassurance products and also creating a sustainable revenue flow for the branch through renewals. Sustained increases in insurance penetration of existing through cross sell and up sell of insurance products including Online insurance plans. Drive and deliver a radical improvement in customer service in the local market which is reflected in CSS score of 4.20 or above for insurance products. Ensure highest levels of persistency by facilitating timely collection of renewal premium and enable client contact management for insurance clients. Timely resolution of client complaints on insurance and escalation of the same to insurer through the Bancassurance team. Ensure regulatory compliance by timely IRDA Certification & Renewal of Certificates of sales staff as Specified Person for DBS as a Corporate Agent. Job Duties & Responsibilities Core responsibility of DBS Insurance Counselor is to ensure alignment of self and Aviva ICs on the execution of 5 key levers as per the 2015 Banca strategy at DBS Branches. Demonstrate the inputs at the Branch with an average of minimum of 3 insurance calls per day for the month. Facilitate IRDA certification of new joinees within 3 months of their joining DBS and track for timely renewal of certificates. Facilitate product & KYC/AML training for new joinees within 1 month of their joining DBS. Initiates identification and development of new business segments and geographical areas to generate business opportunities Manage customer s issues on service or insurance needs. Escalate to Banca team if required. Ensure training & briefing on all product launches & upgrades at the Branch. Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries and update Front line sales on the same. Facilitate TRM activation through the referral of On-line insurance products of the insurer to enable mindshare of TRMs. Ensure internal & regulatory compliance and adherence to internal DBS Sales process. Track and review insurance penetration of client base for RM by identifying prospects from base and cross selling to existing DBS clients. Facilitate customer segmentation for insurance products and help in specific sales pitches to respective segments through the Tablet application developed by the insurer. Ensure follow up for renewal premiums to increase persistency and subsequent renewal revenues. Ensure that call out to clients are made post insurance sales within 45 days of issuance to check for policy document receipt and address clarifications if sought. Undertake frequent competitor analysis so that DBS product suite is in line with (or ahead of) competing banks / insurers. These updates to be shared with front line team and Banca team at regular intervals. Required Experience Minimum 10 years of experience in HNI Sales / Wealth Management / Private Banking segment. Sound understanding of financial planning and wealth management products in India In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage Education / Preferred Qualifications Graduate / Post Graduate with MBA in relevant field DBS India - Culture & Behaviors Performance through Value Based Propositions Ensure customer focus by delighting customers & reduce complaints Build pride and passion to protect, maintain and enhance DBS image and reputation Enhance knowledge base, build skill sets & develop competencies Execute at speed while maintaining error free operations Maintain the highest standards of honesty and integrity

Branch Manager _HDFC Securities Ltd. Broad Scope of Job Responsibilities are: Responsible to manage profitability of Branch. Closely monitor revenue against cost and generate revenue through Equity/ TPP and any other new launch. Manage team of RM and Ensure proper segregation of customers and active clients mapped to RMs. Increasing sales, reaching the targets and goals set for the area, Channel management. Monitor brokerage of the branch/dealer and income from other product. Monitoring teams performance and motivating them to reach targets (RM) Manage the clients virtually. Handle overall branch operation, risk, and administration related activities. Ensure connectivity in the branch. Coordinating with research team for advice/review of portfolio for top customers on regular basis. DESIRED ATTRIBUTES: NISM VIII, NISM VA, NISM XX1A, IRDA Graduation Good knowledge of stock market Interested candidates can share their resumes at harjeetkaur.jude@hdfcsec.com

Assist Compliance Officer in compliance duties for regulations & rules issued by SEBI Monitor the resolution of client grievances for all projects Support the Compliance Officer in monitoring the compliance of Operations Provide regular reports Required Candidate profile Understanding of compliance regulations Compliance-related duties for regulations and rules issued by SEBI under KRA Regulation, UIDAI, CCA, GSTN, or the Central Government. Contact-Ankit-8104808547

Business Drivers Achieve Business Loans sales target. Segment focus, customer focussed needs-based selling Being a Business Clients Acquisition Executive, focus has to be on acquiring new HVS customer relationship and fulfilling needs with respect to Assets, Liabilites, Insurance and Investment for such customers as mandated by the Bank. It will also involving deepening these relationships by cross-selling various product Customer Experience Operational quality - Error free customer application & documentation Responsive and responsible selling Practice appropriate sales and marketing skill Ensure nil Customer complaints Risk Assurance Conduct CDD, MLP & TCF 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 Our Ideal Candidate Must be a graduate. MBA s would be an advantage Candidates having Sales experience of at-least 3 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 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. Qualification Graduate/ Post Graduate, consistent academic career Extensive sales experience (2 to 5 years) Sales focused and highly target oriented Able to pick up new concepts quickly Able and excited about going out to meet new customers Competitive awareness & benchmarking Excellent communication, interpersonal & relationship building skills Banking knowledge of the product Management Information Skills Good Interpersonal Skills Customer and Service Orientation Role Specific Technical Competencies Good Interpersonal Skills Customer and Service Orientation Banking knowledge Management Information Skills Competitive awareness & benchmarking Excellent communication, interpersonal & relationship building skills Able to pick up new concepts quickly Able and excited about going out to meet new customers Coordinate customer events for the cluster along with the product team Aggressive Sales call plans to acquire large prospective customers through referrals. 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 12872

Roles and Responsibilities Insurance & Healthcare Compliance Expertise: Demonstrate comprehensive knowledge and proficiency in Insurance & Healthcare Compliance standards Stay well-versed with the Insurance Act, IRDA Regulations, Insurance Broker Regulations, and any other Rules/Regulations introduced by IRDA or relevant authorities. Industry Experience: Minimum of 3 years of experience in handling insurance compliances within Insurance Companies or Insurance Broking Firms. Legal Drafting & Communication Assist in drafting, reviewing, and finalizing legal documents, correspondence, and various communications related to compliance matters Regulatory Updates Continuously stay updated with the latest changes and developments in Insurance & Healthcare Laws, as well as legal procedures. Regulatory Filings & Reporting Take responsibility for preparing, filing, and maintaining necessary forms and returns with the IRDAI and/or relevant Health Regulators as required by law. Qualifications & Skills Required Experience: 3-5 years of relevant legal and compliance experience, specifically in Insurance & Healthcare sectors Strong Knowledge: Deep understanding of Insurance & Healthcare Compliance, IRDAI Regulations, and other related laws. Communication Skills: Ability to draft and articulate complex legal concepts clearly. Attention to Detail: Precise in managing compliance documentation and regulatory requirements.

Job Description: We are looking for dynamic and self-motivated individuals to join our Financial Services Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Must be graduate + 1 to 5 years of experienced in Insurance/FD/MF Key Responsibilities: Conduct field sales and client meetings to promote and sell insurance products. Develop and maintain strong relationships with potential and existing clients. Achieve sales targets and contribute to the company's revenue growth. Educate customers on different insurance policies and tailor solutions based on their needs. Regularly update sales data and reports. Travel within the assigned city and outskirts for client meetings. Eligibility Criteria: Education : MBA/ Graduates with minimum 1 year of experience Skills & Competencies : Basic knowledge of insurance products and sales techniques. Strong communication and negotiation skills. Ability to work independently and in a target-driven environment. Presentable and well-groomed appearance for client interactions. Additional Requirements : Candidates must be from the local area and have a strong understanding of the market.

Job Description: We are looking for dynamic and self-motivated individuals to join our Financial Services Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Must be graduate + 1 to 5 years of experienced in Insurance/FD/MF Key Responsibilities: Conduct field sales and client meetings to promote and sell insurance products. Develop and maintain strong relationships with potential and existing clients. Achieve sales targets and contribute to the company's revenue growth. Educate customers on different insurance policies and tailor solutions based on their needs. Regularly update sales data and reports. Travel within the assigned city and outskirts for client meetings. Eligibility Criteria: Education : MBA/ Graduates with minimum 1 year of experience Skills & Competencies : Basic knowledge of insurance products and sales techniques. Strong communication and negotiation skills. Ability to work independently and in a target-driven environment. Presentable and well-groomed appearance for client interactions. Additional Requirements : Candidates must be from the local area and have a strong understanding of the market.

Job Description Job Title BDM - APC Location Multiple Department Agency Function Agency Partner Channel Reporting to Office Head Band 4A Channel Summary The agency channel refers to a distribution method where insurance products are sold through agents. These agents act as intermediaries between the insurance company and customers, facilitating the sale of policies, providing customer support, and offering advisory services. This initiative is expected to improve customer experience especially in markets where customers prefer human interaction. It also supports customer in Resolving policy service need Renewal collection to resolve policy holder s service needs, Cross sale opportunity Job Summary Opportunity to be associated with MAX Life Insurance Pvt. Ltd. As 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 Responsibilities/ Key Deliverables Exceed recruitment target on new agency leaders and agent enrollments. Enhance quantity and quality recruitment by developing successful leaders. Emphasis on quality recruitment by the Agency Leaders and Agency Associates through one-on one session. Create mutual support platform for Financial Executives, Agency Associate and Agents to enable easier recruitment. Enhance AFYP & Number of cases by the unit. Focus on potential EC, MDRT, CEO council agents through complete unit. Focus on number of R&R winners. Focus on enablement and development of the team Ensure agents, agency associates, agency associate s unit and agency leader unit is in complaint with various IRDA guidelines. Timely contract of agents and agency associates within regulatory guidelines Monitoring IRDA guidelines impacting AAP channel at regional level. Track competition regularly at regional level on various measure such as new strategies, new compensation models 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 Key Relationships (Internal / External) HO co-ordination Sales promotion activities Assist in overall running of the Office Desired qualification and experience Job Specifications Overall experience of 4-6years Preference will be given to candidates having man management experience Should have minimum of 2 years of sales experience. Minimum Graduation in any discipline, MBA will be an added advantage. KEY COMPETENCIES/SKILLS REQUIRED Selling Skills Relationship Building skills Coaching and Developing Team Result Orientation Resilience Discipline Demonstrating Adaptability 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 Job Description Job Title BDM - APC Location Multiple Department Agency Function Agency Partner Channel Reporting to Office Head Band 4A Channel Summary The agency channel refers to a distribution method where insurance products are sold through agents. These agents act as intermediaries between the insurance company and customers, facilitating the sale of policies, providing customer support, and offering advisory services. This initiative is expected to improve customer experience especially in markets where customers prefer human interaction. It also supports customer in Resolving policy service need Renewal collection to resolve policy holder s service needs, Cross sale opportunity Job Summary Opportunity to be associated with MAX Life Insurance Pvt. Ltd. As 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 Responsibilities/ Key Deliverables Exceed recruitment target on new agency leaders and agent enrollments. Enhance quantity and quality recruitment by developing successful leaders. Emphasis on quality recruitment by the Agency Leaders and Agency Associates through one-on one session. Create mutual support platform for Financial Executives, Agency Associate and Agents to enable easier recruitment. Enhance AFYP & Number of cases by the unit. Focus on potential EC, MDRT, CEO council agents through complete unit. Focus on number of R&R winners. Focus on enablement and development of the team Ensure agents, agency associates, agency associate s unit and agency leader unit is in complaint with various IRDA guidelines. Timely contract of agents and agency associates within regulatory guidelines Monitoring IRDA guidelines impacting AAP channel at regional level. Track competition regularly at regional level on various measure such as new strategies, new compensation models 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 Key Relationships (Internal / External) HO co-ordination Sales promotion activities Assist in overall running of the Office Desired qualification and experience Job Specifications Overall experience of 4-6years Preference will be given to candidates having man management experience Should have minimum of 2 years of sales experience. Minimum Graduation in any discipline, MBA will be an added advantage. KEY COMPETENCIES/SKILLS REQUIRED Selling Skills Relationship Building skills Coaching and Developing Team Result Orientation Resilience Discipline Demonstrating Adaptability 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

Manage and grow a portfolio of large corporate clients for their employee benefits insurance needs. Advise clients on policy structures and benefits under Group Mediclaim (GMC), Group Personal Accident (GPA/ADD), Group Term Life (GTL), and Outpatient (OPD) coverage. Coordinate with insurance companies for policy/CD, renewals and claims resolution. Conduct periodic client reviews, claims analysis, and MIS reporting. Ensure seamless onboarding of clients and manage documentation and compliance requirements. Handle client queries, escalations, and ensure high levels of client satisfaction. Work closely with internal teams including operations, claims, and wellness teams. Stay updated with market trends and regulatory changes impacting EB policies. Qualifications Minimum 4-5 years of relevant experience in insurance broking or consulting, specifically in Employee Benefits. Strong knowledge of Group Health Insurance products (GMC, GPA, GTL, OPD). Proven experience in managing large corporate clients with complex EB needs. Excellent client servicing and relationship management skills. Strong communication, presentation, and negotiation skills. Proficiency in MS Office (Excel, PowerPoint, Word). IRDA Broker certification is a plus. Open to in-person meetings with clients and flexible to travel locally as required.

Job Description: We are looking for dynamic and self-motivated individuals to join our Financial Services Field Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Experience: 0-3 years (Sales/Insurance preferred) ( 0 to 3 years of experience/Both male and female candidates are eligible) Key Responsibilities: Conduct field sales and client meetings to promote and sell insurance products. Develop and maintain strong relationships with potential and existing clients. Achieve sales targets and contribute to the companys revenue growth. Educate customers on different insurance policies and tailor solutions based on their needs. Regularly update sales data and reports. Travel within the assigned city and outskirts for client meetings. Eligibility Criteria: Experience : Candidates with prior field sales experience preferred. MBA (Marketing) freshers are encouraged to apply. Education : Bachelor's degree in any discipline. Skills & Competencies : Basic knowledge of insurance products and sales techniques. Strong communication and negotiation skills. Ability to work independently and in a target-driven environment. Presentable and well-groomed appearance for client interactions. Additional Requirements : Candidates must be from the local area and have a strong understanding of the market.

JOB DESCRIPTION Job Code Job Title BDM - APC Agency Partner Channel Band 4A Reporting To Branch Manager Department Agency Function Agency Partner Channel Location 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. JOB DESCRIPTION Job Code Job Title BDM - APC Agency Partner Channel Band 4A Reporting To Branch Manager Department Agency Function Agency Partner Channel Location 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.

Job Description Job Title BDM - APC Location Multiple Department Agency Function Agency Partner Channel Reporting to Office Head Band 4A Channel Summary The agency channel refers to a distribution method where insurance products are sold through agents. These agents act as intermediaries between the insurance company and customers, facilitating the sale of policies, providing customer support, and offering advisory services. This initiative is expected to improve customer experience especially in markets where customers prefer human interaction. It also supports customer in a) Resolving policy service need b) Renewal collection to resolve policy holder s service needs, Cross sale opportunity Job Summary Opportunity to be associated with MAX Life Insurance Pvt. Ltd. As 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 Responsibilities/ Key Deliverables Exceed recruitment target on new agency leaders and agent enrollments. Enhance quantity and quality recruitment by developing successful leaders. Emphasis on quality recruitment by the Agency Leaders and Agency Associates through one-on one session. Create mutual support platform for Financial Executives, Agency Associate and Agents to enable easier recruitment. Enhance AFYP & Number of cases by the unit. Focus on potential EC, MDRT, CEO council agents through complete unit. Focus on number of R&R winners. Focus on enablement and development of the team Ensure agents, agency associates, agency associate s unit and agency leader unit is in complaint with various IRDA guidelines. Timely contract of agents and agency associates within regulatory guidelines Monitoring IRDA guidelines impacting AAP channel at regional level. Track competition regularly at regional level on various measure such as new strategies, new compensation models 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 Key Relationships (Internal / External) HO co-ordination Sales promotion activities Assist in overall running of the Office Desired qualification and experience Job Specifications Overall experience of 4-6years Preference will be given to candidates having man management experience Should have minimum of 2 years of sales experience. Minimum Graduation in any discipline, MBA will be an added advantage. KEY COMPETENCIES/SKILLS REQUIRED Selling Skills Relationship Building skills Coaching and Developing Team Result Orientation Resilience Discipline Demonstrating Adaptability 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 Job Description Job Title BDM - APC Location Multiple Department Agency Function Agency Partner Channel Reporting to Office Head Band 4A Channel Summary The agency channel refers to a distribution method where insurance products are sold through agents. These agents act as intermediaries between the insurance company and customers, facilitating the sale of policies, providing customer support, and offering advisory services. This initiative is expected to improve customer experience especially in markets where customers prefer human interaction. It also supports customer in a) Resolving policy service need b) Renewal collection to resolve policy holder s service needs, Cross sale opportunity Job Summary Opportunity to be associated with MAX Life Insurance Pvt. Ltd. As 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 Responsibilities/ Key Deliverables Exceed recruitment target on new agency leaders and agent enrollments. Enhance quantity and quality recruitment by developing successful leaders. Emphasis on quality recruitment by the Agency Leaders and Agency Associates through one-on one session. Create mutual support platform for Financial Executives, Agency Associate and Agents to enable easier recruitment. Enhance AFYP & Number of cases by the unit. Focus on potential EC, MDRT, CEO council agents through complete unit. Focus on number of R&R winners. Focus on enablement and development of the team Ensure agents, agency associates, agency associate s unit and agency leader unit is in complaint with various IRDA guidelines. Timely contract of agents and agency associates within regulatory guidelines Monitoring IRDA guidelines impacting AAP channel at regional level. Track competition regularly at regional level on various measure such as new strategies, new compensation models 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 Key Relationships (Internal / External) HO co-ordination Sales promotion activities Assist in overall running of the Office Desired qualification and experience Job Specifications Overall experience of 4-6years Preference will be given to candidates having man management experience Should have minimum of 2 years of sales experience. Minimum Graduation in any discipline, MBA will be an added advantage. KEY COMPETENCIES/SKILLS REQUIRED Selling Skills Relationship Building skills Coaching and Developing Team Result Orientation Resilience Discipline Demonstrating Adaptability 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

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

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

CPC Sales Manager - Credit Life: Designation CPC Sales Manager Credit Life Reporting to Regional Manager Region / Location Faridabad BO / Gurgaon BO Function Credit Life POSITION OVERVIEW The CPC Sales Manager Credit Life is accountable for the profitable achievement of Credit Life salesobjectives associated with the assigned market, segment, and team managed. Candidates should be experienced in Credit Life business andexperience with PSU Banks set up is preferred. ROLE OBJECTIVE & Keyareas 1. Achievement of Credit Lifesales objectives : Business and Penetration 2. Business Development (citing new avenues of expandingbusiness within the Banks) 3. Maintain healthy relationshipwith Management in Branch offices. 4. Relationship management & regular engagement with branch managers & leadership teams to support salesgrowth. 5. Adherence to all IRDA regulationsand keep pace with changes in the regulatory guidelines/framework for LifeInsurance in general and particularly for banc assurance REQUIRED EXPERIENCE 1. 2-8 years of core business managementexperience in BFSI industry including sales and service. 2. Preferably having managed business & channel development in a Bank or Insurance industry.

Lead Medial UnderWriting team to ensure consistent & fair risk assessments, Provide medical expertise & guidance in interpreting medical records & guidelines Collaborate with Actuaries, Product, sales & legal team to support new product launches Required Candidate profile MBBS (Preferred) or BAMS/BHMS with experience of 7-10 years in Health insurance medical underwriting management. No BDS. Team handling, Strong leadership & analytical Knowledge of IRDA regulations

To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Job Context & Major Challenges Aditya Birla Money Ltd. (ABML) is primarily a Broking Company, deals in Equity, Commodity & Currency. Workforce of ~800 spread across ~40 locations with customer base of in excess of 3 lacs. Commodity operations are managed through its 100% subsidiary Aditya Birla Commodities Broking limited. ABML is one of the leading securities trading companies in the country. ABML operates in a fragmented equity broking business and has a daily turnover of close to 3,000 Crores with a market share of 1%. ABM works in a highly regulated environment with a host of regulators like SEBI, RBI, AMFI, FMC, IRDA etc regulating its day to day operations. In addition to the regulator ABML is also subject to close monitoring and inspection through various agencies like NSE / BSE / NCDX / MCX / NSDL / CDSL etc ABML also operates in a highly competitive market mainly in fragmented industry with ABML competition from major National Broking houses like ICICI Securities, HDFC Securities, Angel Broking, MOFSL etc and a range of local Broking outfits. ABM also operates in a highly competitive market mainly in fragmented industry with ABML competition from major National Broking houses like Kotak securities, Zerodha, Edelweiss, MOFSL etc and a range of local Broking outfits. The Branch Manager is responsible for: Increasing the client base, revenue and market share in the branch. Increase the Pool & Base of UHNI, Large Self Trader clients and corporate customers, with the Team and Personal Network. Ensuring Dealer Productivity is as per the defined standards Manage relationships across the set of HNI clients and Corporate investors Cross Sell ABC s Products & Investment Products to attain clients needs and desired Profitability from Cross Sell segment. The major challenges for this profile include: Acquiring new Large trader clients (direct) amidst competitive offerings Ensuring effective management and retention of customers. Regulator Challenges as regulator is going strict on funding, margins Effective operational & cost management through Branch Administration Maintaining multi product focus and equally driving the Cross-Sell Products to the existing and new clients. Ensuring Risk Compliance - Ensuring risk free and compliant business and ensuring high levels of client satisfaction. Operational Challenges - Day to day coordination with RMS, Activation Team, Surveillance, day to day approvals W.R.T. to limits, commercials and various other departments for smooth functioning of branch. Staff Management - Recruitment of individual and teams and keeping the employees engaged thereby putting a control over attrition. The critical skill sets required to meet these challenges are excellent implementation skills, strong business and analytical skills, strong product knowledge, superior communication skills, integration and controlling skills, people management skills, a strong local network and high target and customer service orientation. Key Result Areas KRA (Accountabilities) (Max 1325 Characters) Supporting Actions (Max 1325 Characters) KRA1 Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per company s annual target and over all objectives. To focus on Revenue & Profitability with achievement of target and Yield management. To maximize branch profits by achieving targeted fee income & effective cost management. Acquiring new Large trader clients (direct) and increase the Digital Client Base. To achieve the respective Branch gross revenue through offline and online platform To plan and execute various local level initiatives to ensure business momentum and direction. To engage in new and innovative business planning activities locally to increase client acquisition and Branch profitability. To monitor individual and team performance and take steps to improve productivity and correct deviations if any. KRA2 Manage Online Transition & Dealer Productivity to ensure client profitability To transition existing & new clients to Mobile/Web/Exe platform so as to optimize dealer bandwidth. To increase the dealer s productivity by acquiring & servicing Large Traders and building a temp funding through HNI/ Large Traders. KRA3 To ensure Cross Sell of ABC Products To ensure multi product targets are attained at the branch. To regularly attend trainings and learn about the alternate products offered and ensure all branch employees attend training & are aware of alternate products. To increase business through cross-selling initiatives & innovative product mixes. To use alternate products to activate inactive customers. KRA4 To effectively manage day to day branch administration and operations for smooth functioning of the branch To monitor and foster all daily operations of the branch To handle a team of Dealers/Relationship managers and Customer Service executives and motivate them in target achievements. To ensure security of the physical assets of the branch. To oversee and ensure adherence to the Risk compliance and statutory compliance policies. KRA5 To ensure customer management & engagement To plan and execute local area programs and referrals programs To disseminate research based advisory services to clients based on recommendations given by In-house Research team. To focus on retention of customers, higher revenue generation and referral activities. To continuously scan the local market penetration & competitive offerings & report on emerging trends for different product lines. To ensure proper implementation and usage of Lead management system (LMS) & IMS at the branch in coordination with HO team. To ensure client records are up to date in terms of financial details & contact ability and run data analytics on them on periodic basis To ensure speedy resolution of client queries and grievances to maximize satisfaction levels. KRA6 To ensure effective risk management & policy adherence To ensure adequate compliance to KYC norms, processes & documentation for client profiling. To ensure adherence of all regulatory compliances & critical policies set by HO. KRA7 Team Building, Engagement & Development To build a Sales Driven proactive team and enhance their capabilities by regularly imparting relevant knowledge and skills required for the Equity Advisors to achieve their goals efficiently. Meeting the Competition Teams and doing Competition Talent Mapping. Engaging the teams and keeping them engaged and motivated and ensuring that there is minimum attrition in the branches. To ensure that requisite product & behavioral trainings are imparted. Qualifications: Under Graduate Report to: Assistant Vice President

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 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 Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, wealth Management" Managing PL of the Region and Building up Market Share Owning and Establishing Tata Capital Wealth Management Brand for the regions Recruitment, Nurturing talent,Hand Holding Reviewing team's performance for optimisation of revenues Co Owning clients of the team Address HNI and ultra 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 various 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) and UHNIs Clients Profiling Customers and provide financial products to meet customer needs MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

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.

Responsible to drive the entire Business Development for National Distribution Channel for the Region. Roles and Responsibilities Role and Responsibilities Responsible to drive the entire Business Development for National Distribution Channel for the Region. Ensure effective and smooth relationship with ND's in the region for growth in business. Developing the entire network for National Distributors Develop, implement strategy to achieve planned growth objectives for their channel Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite; Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry. Assume full accountability for all aspects of sales in their respective channel Help in communicating a strong and vibrant brand Ensuring increase in Market share in the ND channel business. Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. Responsible for achieving Sales Targets, Sales patterns in the market. Market & industry analysis, Generating & increasing sales. Prospecting of customers through New client acquisition, network, data base, References and open market. To penetrate all targeted key accounts and originate upselling opportunities Ensure adherence to sales processes and requirements. Achievement of monthly, quarterly & yearly business plan. Skills & Competencies Quick thinking and problem-solving skills Able to work independently and as a team player Excellent verbal communication skills and active listening skills Account Management skills, Excellent Presentation Skills Should have a thorough understanding of our products and a clear and fair idea about the products of our competition. Thorough understanding of regulatory framework and Taxation Laws Positive and enthusiastic attitude Customer focus and result oriented approach Qualification & Experience A Masters degree/professional qualifications Undergraduate degree; MFD Certified