578 Irda Jobs - Page 3

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

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

About LearnLux LearnLux is the leading workplace financial wellbeing provider that blends fiduciary digital planning with access to one-on-one guidance from financial advising professionals. LearnLuxs award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more. Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. LearnLux members feel great about their money, allowing their work and wellbeing to thrive. We re a remote-first company, backed by prominent operators such as Ashton Kutcher s fund Sound Ventures and Salesforce CEO Marc Benioff. About the Role LearnLux is looking for a Certified Financial Planner or equivilent located in India to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in India to provide them with unbiased, holistic financial guidance. Your extensive financial experience and client-first approach will help employees prepare for and accomplish their personal and financial goals.This role is 100% remote within India and reports to our Global Director of Financial Planning. Key Responsibilities Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more Advise on and adapt the LearnLux methodology to financial planning topics relevant in India Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience Become an expert on our client s benefit plans so you can act as an extension of their team during open enrollment Work with with our content team to create outlines, review lessons and approve content created for the LearnLux digital platform Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events You Should Have CFP (via FPSB India), CFA, NISM certifications for advisors, IRDA for insurance Fluent English - written and spoken Passion for educating individuals to take control and invest in their financial future Have the ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more Nice to haves Startup and/or Fintech experience Experience creating presentations and presenting to large audiences Closing LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives. LearnLux is committed to an inclusive workplace. We welcome applications from all individuals and do not discriminate in any employment decision on the basis of any characteristic protected by applicable local law. We particularly encourage candidates from historically under-represented or marginalized communities to apply. We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. .

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

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

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

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

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

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

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

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

Role & responsibilities It is a field job. You will have to travel within the assigned location to meet channel partner teams and customers. You will be evaluated on your ability to meet the business targets (Top line, Persistency, Product mix) by collaborating with and driving channel partners. You will also accompany the channel partner teams on pre and post sales such as claim settlement. HDFC Life believes in technology driven sales and you will learn new technology/Mobility enhancements, to comply with the Sales Management Process. As a business professional you will uphold organizational values in every action and ensure business ethics and integrity. You are expected to be compliant to regulatory and statutory regulations. Role: Relationship Manager Industry Type: Insurance Department: BFSI, Investments & Trading Employment Type: Full Time, Permanent Role Category: Life Insurance Education UG: Any Graduate

The role requires you to handle Regulatory Compliance for the Bank's third-party products distribution business, including insurance and mutual funds. You will be responsible for ensuring compliance with regulations set by SEBI, IRDA, AMFI, and other regulatory bodies. Your core responsibilities will include overseeing compliance with regulations related to Mutual Fund & Insurance Distribution Business, disseminating action points from regulatory circulars, and ensuring timely implementation. You will review and update processes, manage correspondences with regulators, and facilitate Onsite Regulatory Inspections by SEBI and IRDA. Additionally, you will provide clarifications on compliance queries, draft submissions for ACB/Board, and submit regulatory reports as required. The role also involves interacting with regulatory authorities such as SEBI and IRDA, as well as collaborating with middle and senior management within the Bank. Overall, the position entails a strategic focus on Regulatory Compliance and proactive engagement with stakeholders to uphold the Bank's compliance standards effectively.,

The Underwriter is responsible for evaluating and analyzing the risks involved in Commercial insurance proposals- Fire, Engineering, Marine, Liability. They ensure sound underwriting practices while working closely with insurers and clients to secure optimal coverage and terms. Key Responsibilities: Evaluate and assess insurance proposals as per IRDA underwriting guidelines and documentation for Commercial insurance proposals- Fire, Engineering, Marine, Liability Recommend suitable products, terms, and comparative premiums to internal sales team/customers. Coordinate with insurers for quote procurement, premium negotiations and policy issuance within TAT. Ensure accuracy in documentation like proposal forms, declarations, and endorsements. Coordinate with internal teams sales, operations, and claims for smooth service delivery. Maintain accurate underwriting records and reports. Maintaining claim documentation for fire, engineering , marine & liability.

Hi, Hiring || RM- Mutual Funds Sales - Banca channel - ON Role - B2B Minimum 1 Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. Uttam -9949101406 Call / WhatsApp. your resume Share updated resume:- uttam@avaniconsulting.com No charges.

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 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: To drive and deliver exceptional business performance to grow the CBG portfolio through the provision of efficient business management, powerful leadership, team development and achievement of operational rigour excellence with multiple customer categories. Key Responsibilities: Accountable for achieving monthly & annual sales targets for the city, as agreed. Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share. Monitoring of progress towards achieving targets is done on a weekly basis. Agree targets and take accountability for the overall achievement of CBG product portfolio performance objectives for the branch in terms of Customer Experience, Sales Growth & Income Contribution. Costs performance, Employee Satisfaction, Risk and rigour management. Provide clear direction on business objectives, translating and prioritizing into business performance measures. Ensure balance between NTB customer acquisition & penetration of existing customers. Define objectives for the emerging affluent (Non Treasures) as well as the Treasures segment. Develop & implement strategy to deepen wallet share of existing customers. Build and develop a high performing team through embedding performance development and coaching. Create an empowering environment for the team, encouraging individual ownership and initiative. Ensure coaching and feedback in order to achieve their maximum potential. Make reward decisions within set guidelines Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy. Define progressively higher service standards for each branch aligning to DBS standards. Ensure reduction of complaints & error rates. Job Duties & Responsibilities: Working with the Branch Heads to achieve sales & service through in-branch business development activities, and providing feedback to the team. Manage staff attendance levels, based on monthly absence statistics (annual leave, sick leave, etc.) to ensure proper work ethics & discipline. Directly responsible for discipline initiate misconduct or incapacity charges, follow discipline processes together with HR Determine and manage Training Needs Analysis and Succession plans for Team Leaders in the branch Working with the team to achieve sales & service through in-branch business development activities. Ensure that branch staff own and manage customer queries and complaints by taking ownership and resolving in a timely manner. Act as the escalation point for their unresolved queries and complaints. Brief staff on promotional and product launches; provide regular feedback on sales performance. Establish relationships with key clients or business influencers in the local area, including doing some client entertainment within overall annual budget limits. Support product specialists and the direct sales team in marketing of group schemes and other corporate products to local businesses. Ensure compliance with operations risk and rigour requirements e.g. Health & Safety standards, security of premises, KYC and anti-money laundering measures. Establish DBS Bank as a wealth management provider in India. Undertake frequent competitor analysis so that DBS product suite is in line with (or ahead of) competing banks. These updates to be shared with the Head CBG and Product teams at regular intervals. Also identify local promotional activities which will help reinforce the DBS brand. Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries. Work hand in hand with other business units to ensure that objectives of the team are met and there is team harmony and unity. Facilitate the distribution of third party investment products to customers, after taking into consideration the risk profile and investment objectives of the said customer. This will entail constant Requirements: Overall 8-10 years of experience in sales & 2-3 years in a leadership or team management role. 3-5 years of sales experience in retail banking and/or bancassurance Proven sales track record in the insurance/ financial services industry Sound Understanding of financial planning and wealth management products Knowledge of competitors and market place Preferably AMFI and or IRDA certified Education / Preferred Qualification: Graduate / Post Graduate with MBA in relevant field Core Competencies: Excellent listening skills, with an inquisitive mind Strong ability to influence Self-drive and highly ambitious Good written and verbal communication skills Results-orientated & the ability to handle pressure Relationship building & management skills Understanding of competitive positioning Strong customer orientation & Focused on the brand Creative Comfortable with tight deadlines Attention to detail & Tenacious Technical Competencies: Sound understanding of CBG product suite and associated technology platforms and operational procedures Understanding of regulatory guidelines on banking policies issued by RBI (local regulations in India) and local laws and regulations that impact businesses in general. Understanding of KYC requirements & Anti-money Laundering Policies are critical. Knowledge of financial markets and products to assist in meaningful dialogue with clients Work Relationship: Management of teams, visiting clients & customers alongwith team for support. Close interaction with Branch managers to ensure consistent delivery of sales targets. Escalation to HR for poor performers & rewards to high performers. Close interaction with product teams to ensure suitable training for the team. Establish strong relationship with third party providers & other partners 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.

Jul 18, 2025 Location: Mumbai Designation: Senior Analyst Entity: Deloitte Touche Tohmatsu India LLP Controls Assurance Internal Audit: Assistant Manager Your potential, unleashed. India s impact on the global economy has increased at an exponential rate and Deloitte presents an opportunity to unleash and realize your potential amongst cutting edge leaders, and organizations shaping the future of the region, and indeed, the world beyond. At Deloitte, your whole self to work, every day. Combine that with our drive to propel with purpose and you have the perfect playground to collaborate, innovate, grow, and make an impact that matters. The team Controls Assurance is about much more than just the numbers. It s about attesting to accomplishments and challenges and helping to assure strong foundations for future aspirations. Deloitte exemplifies the what, how, and why of change so you re always ready to act ahead. Learn more about Audit & Assurance Practice Your work profile As an Assistant Manager in our Internal Audit Team, you ll build and nurture positive working relationships with teams and clients with the intention to exceed client expectations: - Key Job Responsibilities Leading / execution of Internal Audit /Concurrent Audit/Advisory engagements in the BFSI domain Ability to effectively perform the technical components of risk assessments to provide an accurate view of the client s current risk state Ability to perform end-to-end business process analyses and design Ability to gather, synthesize, and analyze data using appropriate tools and technologies Ability to assess and design internal controls by applying an understanding of internal control design frameworks and regulatory requirements Ability to understand the client s business, interpret sector trends, and learn leading practices Ability to effectively interact with colleagues and clients of varying backgrounds to effectively serve clients Ability to enhance quality and efficiency of recommended conduct risk solutions by applying relevant frameworks, conducting research, and performing analyses Ability to conduct internal audits by leveraging approved processes and methodologies Ability to set the stage for a successful assessment of client s internal audit processes and controls by collecting and organizing data Ability to enhance quality of assurance engagements by identifying risks, performing testing, researching governing regulations, and developing reports Ability to form a core Extended Enterprise Risk Management (EERM) skillset through proactively conducting research, and participating in internal and external initiatives Ability to enhance quality of EERM solutions by effectively applying relevant frameworks, conducting research, and performing analyses Controls Assurance Internal Audit: Assistant Manager Ability to enhance effectiveness of the client s ORM system analysis Ability to leverage industry leading tools and frameworks to increase effectiveness of ORM solutions Ability to form a core technology and data risk skillset through proactively conducting research, and participating to internal and external initiatives Ability to leverage industry leading frameworks, methods, and tools to increase effectiveness of technology and data risk solutions Desired qualifications 3 5 years post qualification experience in Internal Audit, preferably working in the in the BFSI domain CA/MBA with post-qualification experience in BFSI space Understanding / Exposure to regulations (RBI, IRDA, SEBI) Working with any of the Big 4/Large consulting firms and having experience of internal / statutory audits of financial services clients Candidates from the industry, should preferably have experience of working with the compliance / internal audit / risk management function / operations department of the above-mentioned entities Strong knowledge of processes and systems in their respective area of operations Strong knowledge and understanding of the financial Services Industry Should have the ability to multitask and managing multiple project Strong project management capabilities and have experience of managing team Strong interpersonal skill and well-spoken Location and way of working Base location: Mumbai This profile involves frequent / occasional travelling to client locations based on the project/engagement requirement. Hybrid is our default way of working. Each domain has customized the hybrid approach to their unique needs. Your role as an Assistant Manager We expect our people to embrace and live our purpose by challenging themselves to identify issues that are most important for our clients, our people, and for society. In addition to living our purpose, Assistant Manager across our organization must strive to be: Inspiring - Leading with integrity to build inclusion and motivation Committed to creating purpose - Creating a sense of vision and purpose Agile - Achieving high-quality results through collaboration and Team unity Skilled at building diverse capability - Developing diverse capabilities for the future Persuasive / Influencing - Persuading and influencing stakeholders Collaborating - Partnering to build new solutions Delivering value - Showing commercial acumen Committed to expanding business - Leveraging new business opportunities Controls Assurance Internal Audit: Assistant Manager Analytical Acumen - Leveraging data to recommend impactful approach and solutions through the power of analysis and visualization Effective communication Must be well abled to have well-structured and wellarticulated conversations to achieve win-win possibilities Engagement Management / Delivery Excellence - Effectively managing engagement(s) to ensure timely and proactive execution as well as course correction for the success of engagement(s) Managing change - Responding to changing environment with resilience Managing Quality & Risk - Delivering high quality results and mitigating risks with utmost integrity and precision Strategic Thinking & Problem Solving - Applying strategic mindset to solve business issues and complex problems Tech Savvy - Leveraging ethical technology practices to deliver high impact for clients and for Deloitte Empathetic leadership and inclusivity - creating a safe and thriving environment where everyones valued for who they are, use empathy to understand others to adapt our behaviors and attitudes to become more inclusive. How you ll grow Connect for impact Our exceptional team of professionals across the globe are solving some of the world s most complex business problems, as well as directly supporting our communities, the planet, and each other. Know more in our Global Impact Report and our India Impact Report. Empower to lead You can be a leader irrespective of your career level. Our colleagues are characterized by their ability to inspire, support, and provide opportunities for people to deliver their best and grow both as professionals and human beings. Know more about Deloitte and our One Young World partnership. Inclusion for all At Deloitte, people are valued and respected for who they are and are trusted to add value to their clients, teams and communities in a way that reflects their own unique capabilities. Know more about everyday steps that you can take to be more inclusive. At Deloitte, we believe in the unique skills, attitude and potential each and every one of us brings to the table to make an impact that matters. Drive your career At Deloitte, you are encouraged to take ownership of your career. We recognize there is no one size fits all career path, and global, cross-business mobility and up / re-skilling Controls Assurance Internal Audit: Assistant Manager are all within the range of possibilities to shape a unique and fulfilling career. Know more about Life at Deloitte. Everyone s welcome entrust your happiness to us Our workspaces and initiatives are geared towards your 360-degree happiness. This includes specific needs you may have in terms of accessibility, flexibility, safety and security, and caregiving. Here s a glimpse of things that are in store for you. Interview tips We want job seekers exploring opportunities at Deloitte to feel prepared, confident and comfortable. To help you with your interview, we suggest that you do your research, know some background about the organization and the business area you re applying to. Check out recruiting tips from Deloitte professionals.

Risk Assessment and Underwriting Review technical proposals received from various retail and corporate customers so as to ensure risk undertaken is as per guidelines. Evaluate proposal thoroughly considering past claims/cases and assess conformance with the set underwriting guidelines; seek more information on proposals, customers, if required. Conduct 360 degree review of risks along with any associated loss ratio; set standard terms and conditions for the proposal Arrive at the quotes; discuss the same with the superior, if required; provide clarifications to the customer / relationship manager / intermediary , if required Scrutinize the proposals received and assess adherence to the norms, guidelines and if the premium considered is correct and accounts for associated risk; share the information with the National Head, if there is a deviation Review and revise Underwriting guidelines and SOPs, on an annual basis. 2. Premium Growth and Audits Visit the locations and meet major IMDs; understand problem areas and issues / concerns Provide guidance, if required and resolve any issues / concerns from IMDs Clarify organization guidelines, premium calculation and probable risks which should be accounted for when arriving at the premium rates for policy issuances; share business understanding, past cases and spread awareness within the team on risk assessment and mitigation Conduct sample audits across the zones to check for non-adherence to company guidelines; seek clarifications from the team and draft the report; share the report with the National Head Face internal and external (IRDA) audit while ensuring all audit requirements are fulfilled in a timely and effective manner. Take corrective actions in collaboration with NHOD as per audit findings. 3. Projects / Special Initiatives Take up special projects / initiatives to strengthen the organizational processes, systems and governance systems. Collaborate with different teams to provide them the perspective from the technical (underwriting) perspective including challenges faced real-time with agents / IMDs; provide inputs on improving functionality as well reduce workload in repetitive tasks Collaborate with Product Development Team for new product filing and revisions in existing products for the LOB. Work with teams to ensure all underwriting guidelines / norms / calculators are properly built-in; conduct simulations across test cases and ensure that everything is in line with the set expectations Present the new (or modified) functionality to the relevant stakeholders; seek feedback and incorporate the same to strengthen the system for users Drive implementation or launch of the new functionality (or modified) / system and ensure a streamlined deployment; provide training to underwriting teams / IMDs on utilizing the same to deliver business for the organization 4. Product Training Drive implementation of various training efforts in case of new / existing product launch in terms of premium calculation; product nuances, etc. ; clarify doubts and resolve concerns, if any Assess areas of improvement amongst the IMDs and provide effective training to them; address development issues / concerns and enable them to drive sales for the organization in an effective manner Training Content Development for various training programs to be conducted internally and externally. 5. Data Analysis Analyze the growth achieved across zones and whether the loss ratio is controlled across zones Identify areas requiring special attention Chart out insights from the data Share the analysis report with the National Head and other relevant stakeholders regularly 6. Reinsurance and Co-insurance for Liability LOB Arrange Facultative Reinsurance to maximize the business while ensuring effective risk transfer. Also, ensure complete, compliant & timely risk placements through RI brokers and Reinsurers. Ensure timely Reinsurance Bordereau submission, so as to be compliant with Treaty Guidelines. Maintain Single Risk Report as per guidelines stated by the Treaty Leader ( compliance ). 7. Claims Review Prepare reports for specific complex claims so as to enable Claims to take the right decision wrt Claims Payment.

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

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

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 0 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.

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

Manage and handle walkin customers Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Contact - Brijesh@theinfinityspace.com.