1439 Irda Jobs - Page 37

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...

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...

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...

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...

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...

We are searching for a highly observant Sales Managers. This role should gather client’s insurance requirements, deliver appropriate guidance, and suggest appropriate insurance plans to match the client’s needs. This is direct sales role.

We are looking for an experienced and customer-focused Relationship Wealth Manager to manage and grow a portfolio of high-net-worth individuals (HNIs). The role involves providing personalized financial advice, promoting wealth management products, and building long-term relationships to help clients meet their financial goals. Key Responsibilities: Manage and grow a portfolio of HNI clients through tailored financial solutions Conduct regular reviews to assess client needs, goals, and risk tolerance Cross-sell investment products including mutual funds, insurance, fixed income, and alternative investments Ensure high levels of customer satisfaction and service quality Stay updated on financ...

Job Role Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers. Sources new bank customers through Lead generation model and responsible for conversion from external field support Ensures high levels of customer service orientation and application of bank policy. Cross sells bank products to existing set of customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives prospective and existing clients through different Product Managers Coordinates with other group companies to provide seamless access to other products. Main...

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...

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...

OBJECTIVE OF THE ROLE To ensure Returns filing compliances by way of timely submission after quality verification of IRDAI returns and review of advertisements KEY RESPONSIBILITIES Weightage Ensuring Filing of Regulatory Returns with the Authorities on/before time Maintenance of Regulatory filing calendar upto date Conducting quality verification checks and ensuring correction of identified errors before filing or regulatory returns Setting of processes of data receipt from depts and controls put in place to ensure quality of data for filing Preparation of analytical MIS for above activities and presentation to the management. Maintenance of records Attending to audits 3 0% Review of adverti...

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...

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...

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. Experience in working in a tele ...

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...

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...

Job Profile Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers 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 cus...

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

Job Profile Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers 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 cus...

Branch Relationship Manager - BRANCH BANKING - Branch Banking 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 Track...

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 turnaround times for custome...

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers 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 accoun...

Role Summary 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 a...

Role Summary 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 a...

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...