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7.0 - 12.0 years
17 - 30 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4.Both IC as well as Team Management roles are available 5.High Value Cross-Sell Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered
Posted 3 months ago
7.0 - 12.0 years
17 - 30 Lacs
Ahmedabad, Surat, Vadodara
Work from Office
1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4.Both IC as well as Team Management roles are available 5.High Value Cross-Sell Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered
Posted 3 months ago
1.0 - 6.0 years
3 - 8 Lacs
Raipur
Work from Office
About Max Life Insurance Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation. Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel distribution including agency and third party distribution partners. Max Life has built its operations over almost two decades through need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per public disclosures, during the financial year 2019-20, Max Life achieved gross written premiu...
Posted 3 months ago
2.0 - 4.0 years
4 - 6 Lacs
Coimbatore
Work from Office
Job Description Position Manager Training No. Of Position Department Training Function Training Reporting to Regional Head Training Band 4a / 4b KEY RESPONSIBILITIES Conduct training modules for Agent Advisors and ADMs for all offices in the assigned cluster 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 for the cluster, leveraging DODs where required Delivering training in accordance with the learning journey desi...
Posted 3 months ago
0.0 - 5.0 years
2 - 3 Lacs
Chittaurgarh, Bhiwadi, Pali
Work from Office
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 rep...
Posted 3 months ago
0.0 - 5.0 years
2 - 3 Lacs
Ludhiana, Moradabad, Amritsar
Work from Office
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 rep...
Posted 3 months ago
0.0 - 5.0 years
2 - 3 Lacs
Chandigarh, Hisar, Bathinda
Work from Office
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 rep...
Posted 3 months ago
0.0 - 5.0 years
2 - 3 Lacs
Faridabad, Gurugram
Work from Office
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 sal...
Posted 3 months ago
7.0 - 12.0 years
17 - 30 Lacs
Pune, Delhi / NCR, Mumbai (All Areas)
Work from Office
1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4. Both IC as well as Team Management roles available 5.High Value Cross-Sell 6.B Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered
Posted 3 months ago
3.0 - 5.0 years
12 - 14 Lacs
Bengaluru
Work from Office
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 c...
Posted 3 months ago
5.0 - 10.0 years
5 - 10 Lacs
Chennai, Tamil Nadu, India
On-site
Job description Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to current and po...
Posted 3 months ago
2.0 - 10.0 years
25 - 30 Lacs
Kolkata, Mumbai, New Delhi
Work from Office
BDM APC 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. Timel...
Posted 3 months ago
1.0 - 3.0 years
3 - 5 Lacs
Lucknow
Work from Office
Acquire annually 6 to 7 part time employees (Insurance Manager IM) and also manage a preallocated team of IM which will be mapped to them from the existing pool of IM s. Key Responsibilities/ Key Deliverables Understand the IM acquisition and also IMF regulation, value proposition & registration process. Acquisition of 6 - 7 IM s in a year independently. Independently managing a pool of Insurance Managers mapped to them from existing pool in the beginning only. Post successful completion of 1 year, the next level is CDM wherein the focus will be on IMF journey. Manage performance of IM s Develop understanding of products & coach IM staff on product USP s Implement performance management and ...
Posted 3 months ago
1.0 - 4.0 years
5 - 9 Lacs
Gandhidham
Work from Office
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 Wr...
Posted 3 months ago
1.0 - 4.0 years
5 - 9 Lacs
Lucknow
Work from Office
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 Wr...
Posted 3 months ago
5.0 - 9.0 years
0 Lacs
navi mumbai, maharashtra
On-site
The role holder will be responsible for handling Regulatory Compliance in respect of third-party products (insurance, mutual fund etc.) distribution business of the Bank. Handling Regulatory Compliance for the Bank covering various regulations of SEBI, IRDA, AMFI etc. Handling Compliance with above mentioned regulations pertaining to Mutual Fund & Insurance Distribution Business of the Bank. Circulating action points arising out of regulatory circulars/notifications/communications and pro-active follow up with the stakeholders ensuring timely implementation of the same. Reviewing existing and new processes and handling correspondences with the regulators on Compliance related matters. Handli...
Posted 3 months ago
1.0 - 4.0 years
2 - 3 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Sell the Life insurance products to the customers through HDFC bank Tag 2 to 3 branches of the bank. Visit the branches daily basis Share resume on what's App 8956244952 Required Candidate profile Graduate Candidates have minimum 1 years experience in Life Insurance sales Age Limit :22- 35 We have opening in Hyderabad,Chennai,Bangalore,Kochi,Khammam Perks and benefits Incentives
Posted 3 months ago
1.0 - 2.0 years
3 - 4 Lacs
Kanpur
Work from Office
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 Wr...
Posted 3 months ago
1.0 - 2.0 years
3 - 4 Lacs
Guwahati
Work from Office
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 Wr...
Posted 3 months ago
1.0 - 2.0 years
3 - 4 Lacs
Durg
Work from Office
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 Wr...
Posted 3 months ago
3.0 - 6.0 years
5 - 8 Lacs
Kharagpur
Work from Office
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...
Posted 3 months ago
1.0 - 2.0 years
11 - 15 Lacs
Srirangam, Tiruchirapalli
Work from Office
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...
Posted 3 months ago
1.0 - 2.0 years
11 - 15 Lacs
Chennai
Work from Office
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...
Posted 3 months ago
10.0 - 13.0 years
10 - 14 Lacs
Kolkata
Work from Office
About Burgundy Private Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role The Partner manages the UHNI relationships of Bank s customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads a...
Posted 3 months ago
10.0 - 13.0 years
10 - 14 Lacs
Visakhapatnam
Work from Office
About Burgundy Private Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role The Partner manages the UHNI relationships of Bank s customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads a...
Posted 3 months ago
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