1439 Irda Jobs - Page 33

About Burgundy Private Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role The Senior Partner manages the UHNI relationships of Bank s customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of ...

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

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

Function Summary Assistant Vice President - Strategic Initiatives will manage the Axis Bank partnership, driving strategic projects and business growth. The role involves relationship management, new channel development, and business intelligence through data analytics. It requires collaboration with internal teams and key stakeholders. The incumbent will design and execute initiatives to enhance distribution models and business outcomes. Job Summary Responsible for managing the relationship for the channel with key stake holders at Axis Bank Central office as the nodal point, involving key strategic decisions and planning periodic intervention at the banks end for the Life insurance busines...

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 easi...

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...

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...

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...

Business Mix of Commercial and Consumer Lines GPW/Non Motor GPW growth Maintaining Hygiene Cheque Bounce & Receivables Key Accountabilities/ Responsibilities Manage the daily activity of producers to ensure strong pipeline. Coach & guide agents to cross sell and grow their business Make individual agents grow Year On Year Ensuring IRDA compliance regarding licensing & commission payments to agents Responsible for ensuring quality of applications Support/guide the producer in all activities related policy services To recruit and appoint agents for Gen Ins business Train agents on products, process and USP s of Co.

Business Mix of Commercial and Consumer Lines GPW/Non Motor GPW growth Maintaining Hygiene Cheque Bounce & Receivables Retention Recruitment Activation Manage the daily activity of producers to ensure strong pipeline. Coach & guide agents to cross sell and grow their business Make individual agents grow Year On Year Ensuring IRDA compliance regarding licensing & commission payments to agents Responsible for ensuring quality of applications Support/guide the producer in all activities related policy services To recruit and appoint agents for Gen Ins business Train agents on products, process and USP s of Co. Key Accountabilities/ Responsibilities To achieve the overall budget assigned for the...

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...

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

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

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

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 Bu...

Immediate and Urgent Hiring Relationship Manager (Equity & Derivatives) Job Location: Thane Roles and Responsibilities : 1.Advise clients on investments in Equity and Derivatives markets and execute orders on their behalf. 2.Build and maintain strong client relationships while educating them about various investment opportunities. 3.Manage a pre-assigned set of existing customers and ensure high levels of client satisfaction. 4.Promote and cross-sell financial products including Mutual Funds, Insurance, SIPs, PMS, etc. Desired Candidate Profile: 1. Should be NISM VIII, NISM V A & IRDA certified . 2. Any Graduate with minimum 3 Years of Broking / Dealing experience 3. Good knowledge of Equity...

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...

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...

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...

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 mem...

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...

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 M...

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 classr...

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 M...