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2.0 - 6.0 years
4 - 8 Lacs
Nellore
Work from Office
Job Description Job Title BDM - APC Location Multiple Department Agency Function Agency Partner Channel Reporting to Office Head Band 4A Channel Summary The agency channel refers to a distribution method where insurance products are sold through agents. These agents act as intermediaries between the insurance company and customers, facilitating the sale of policies, providing customer support, and offering advisory services. This initiative is expected to improve customer experience especially in markets where customers prefer human interaction. It also supports customer in Resolving policy service need Renewal collection to resolve policy holder s service needs, Cross sale opportunity Job S...
Posted 3 months ago
2.0 - 4.0 years
7 - 8 Lacs
Kolkata
Work from Office
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 -...
Posted 3 months ago
5.0 - 10.0 years
4 - 5 Lacs
Gandhinagar
Work from Office
Role Summary 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. Stakeholder interfaces Experience 5-10 yrs experience Education
Posted 3 months ago
1.0 - 2.0 years
4 - 5 Lacs
Mumbai
Work from Office
Role Summary Maintain & enhance service levels provided to the clients, thus ensuring sustenance of the existing business. Explorations & identification of new business avenues by way of cold calling, generation of referrals or business leads & network (through brokers) . Ensuring that we deliver best of our services to client as well as to banks Key Accountabilities/ Responsibilities Business Targets Reaching out Clients for Renewal Explaining About Policies to Client Generating Leads Regular training for Executives regarding Policies & Products. Combined Ratio Minimizing Loss & Cost of Acquisitio Maintaining CoR Below 90% Observing Fraudulent Cases, if so, closing partnership with the Clie...
Posted 3 months ago
1.0 - 4.0 years
5 - 9 Lacs
Thane
Work from Office
Role Summary 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 ov...
Posted 3 months ago
2.0 - 4.0 years
7 - 8 Lacs
Madurai
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...
Posted 3 months ago
7.0 - 8.0 years
6 - 7 Lacs
Visakhapatnam
Work from Office
JOB DESCRIPTION Job Title Manager/Sr. Manager Business Development - AAP Band 4/4A Reporting To Zone Head AAP Department Agency Function Agency Enablement AAP JD defined on Location MANGALORE/VISHAKAPATANAM KEY RESPONSIBILITY Exceed target on new Agency Associates in their respective patch Enhance quantity and quality recruitment by Agency Associates Emphasis on quality recruitment through one-on-one session. Create mutual support platform to enable easier recruitment for Agency Associates Enhance AFYP & Number of cases by Agency Associates Responsible for training, developing & execution of AAP business Increase retention of agents, Agency Associates to increase agent satisfaction Ensure co...
Posted 3 months ago
2.0 - 3.0 years
7 - 8 Lacs
Sultanpur
Work from Office
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...
Posted 3 months ago
2.0 - 3.0 years
7 - 8 Lacs
Rohtak
Work from Office
Job Description Position Manager Training No. Of Position TBC Department Training Function Training Reporting to Regional Head Training Band 4 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 tr...
Posted 3 months ago
7.0 - 8.0 years
5 - 6 Lacs
Mangaluru
Work from Office
JOB DESCRIPTION Job Title Manager/Sr. Manager Business Development - AAP Band 4/4A Reporting To Zone Head AAP Department Agency Function Agency Enablement AAP JD defined on Location MANGALORE/VISHAKAPATANAM KEY RESPONSIBILITY Exceed target on new Agency Associates in their respective patch Enhance quantity and quality recruitment by Agency Associates Emphasis on quality recruitment through one-on-one session. Create mutual support platform to enable easier recruitment for Agency Associates Enhance AFYP & Number of cases by Agency Associates Responsible for training, developing & execution of AAP business Increase retention of agents, Agency Associates to increase agent satisfaction Ensure co...
Posted 3 months ago
6.0 - 11.0 years
6 - 12 Lacs
Pune
Work from Office
Wealth relationship Manager Contact : Ganesa Subramanian HR Number / Whatsapp your resume : 8056659888 About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships. Key Responsibilities • Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships. • Use financial acumen ...
Posted 3 months ago
7.0 - 12.0 years
2 - 4 Lacs
Hyderabad
Work from Office
About The Role Job Role: Team Leader " Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio." Collaborating with fulfilment teams to ensure best in class conversion ratios." Ensure availability of trained manpower to maintain production at 100% capacity." Meet cost to income ratios as determined by Score card." Adherence to Standards of Performance." Meeting Customer Satisfaction index as measured through NPS surveys. Job Requirements:" Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees." People management skill essentia...
Posted 3 months ago
7.0 - 12.0 years
2 - 4 Lacs
Hyderabad
Work from Office
About The Role Job Role: Team Leader " Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio." Collaborating with fulfilment teams to ensure best in class conversion ratios." Ensure availability of trained manpower to maintain production at 100% capacity." Meet cost to income ratios as determined by Score card." Adherence to Standards of Performance." Meeting Customer Satisfaction index as measured through NPS surveys.Job Requirements:" Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees." People management skill essential...
Posted 3 months ago
3.0 - 8.0 years
3 - 7 Lacs
Surat
Work from Office
About The Role Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround time...
Posted 3 months ago
2.0 - 6.0 years
3 - 5 Lacs
Pune
Work from Office
About The Role Investment Relationship Manager KRAs : Developing and managing banking relationships with a select group of customers who are part of theportfolio mapped for their Financial Planning, Insurance and Investment Requirements. Ensureshighlevelsofcustomerserviceorientationandapplicationofbankpolicy. Informscustomersofnewproductsorproductenhancementstofurtherexpandthebanking relationship. Plansand conducts specialsales initiativesandevents for prospectiveandexistingclients. Coordinateswithother groupcompanies toprovideseamlessaccesstoother products. Maintainscompleterelationshiprecordfor assignedcustomeraccounts. Trackscustomercomplaints/queriesandturnaroundtimesforcustomer satisfac...
Posted 3 months ago
3.0 - 8.0 years
2 - 4 Lacs
Mumbai
Work from Office
About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnar...
Posted 3 months ago
3.0 - 8.0 years
2 - 4 Lacs
Ahmedabad
Work from Office
About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnar...
Posted 3 months ago
3.0 - 8.0 years
2 - 4 Lacs
Bengaluru
Work from Office
About The Role JOB ROLE : Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turn...
Posted 3 months ago
3.0 - 8.0 years
2 - 4 Lacs
Ankleshwar
Work from Office
About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnar...
Posted 3 months ago
3.0 - 8.0 years
2 - 4 Lacs
Nagpur
Work from Office
About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnar...
Posted 3 months ago
2.0 - 6.0 years
3 - 5 Lacs
Mumbai
Work from Office
About The Role Job Role " Lead a team of relationship officers Relationship Managers " Ensuring the sales of CASA, TPP and other asset products through Relationship Officers/RM"s " Driving customer coverage and Ensuring customer engagement & Retention " Drive productivity through team assigned Job Requirements " Postgraduate preferably MBA " Thorough understanding of banking " Blend of Sales and Service " AMFI & IRDA certified " High energy and drive " Customer First attitude " Ability to handle a team " Persuasive with excellent interpersonal skills
Posted 3 months ago
7.0 - 12.0 years
2 - 4 Lacs
Hyderabad
Work from Office
About The Role Job Role: Team Leader " Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio." Collaborating with fulfilment teams to ensure best in class conversion ratios." Ensure availability of trained manpower to maintain production at 100% capacity." Meet cost to income ratios as determined by Score card." Adherence to Standards of Performance." Meeting Customer Satisfaction index as measured through NPS surveys.Job Requirements:" Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees." People management skill essential...
Posted 3 months ago
7.0 - 12.0 years
2 - 4 Lacs
Thane
Work from Office
About The Role Job Role: Team Leader " Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio." Collaborating with fulfilment teams to ensure best in class conversion ratios." Ensure availability of trained manpower to maintain production at 100% capacity." Meet cost to income ratios as determined by Score card." Adherence to Standards of Performance." Meeting Customer Satisfaction index as measured through NPS surveys. Job Requirements:" Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees." People management skill essentia...
Posted 3 months ago
2.0 - 6.0 years
3 - 5 Lacs
Pune
Work from Office
About The Role JOB ROLE " Lead a team of relationship officers " Ensuring the sales of CASA, TPP and other asset products through Relationship Officers " Driving customer coverage and Ensuring customer engagement & Retention " Drive productivity through team assigned JOB REQUIREMENT : " Postgraduate preferably MBA " Thorough understanding of banking " AMFI & IRDA certified " High energy and drive " Customer First attitude " Ability to handle a team " Persuasive with excellent interpersonal skills
Posted 3 months ago
3.0 - 8.0 years
2 - 4 Lacs
Pune
Work from Office
About The Role Branch Relationship Manager - BRANCH BANKING - Branch BankingJOB ROLEDevelops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned cust...
Posted 3 months ago
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