1439 Irda Jobs - Page 45

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...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

About Affluent Business-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 HNIs/ ultra HNIs clients. About the Role The role of Managing Partner would manage the UHNI relationships of Bank s customers, their family and business entities. Provide wealth management advisory and solutions based on clients needs and risk profile. The role would also manage, provide guidance and leadership to a team of 5-7 Partner & Senior Partner who would individually man...

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 ...

About Affluent Business-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 HNIs/ ultra HNIs clients. About the Role The role of Managing Partner would manage the UHNI relationships of Bank s customers, their family and business entities. Provide wealth management advisory and solutions based on clients needs and risk profile. The role would also manage, provide guidance and leadership to a team of 5-7 Partner & Senior Partner who would individually man...

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 ...

About Affluent Business-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 HNIs/ ultra HNIs clients. About the Role The role of Managing Partner would manage the UHNI relationships of Bank s customers, their family and business entities. Provide wealth management advisory and solutions based on clients needs and risk profile. The role would also manage, provide guidance and leadership to a team of 5-7 Partner & Senior Partner who would individually man...

Role & responsibilities Manage client relationships through effective communication,ensuring high levels of customer satisfaction. Identify cross sell opportunities for banking products and services to existing clients. Develop and maintain strong relationships with key decision makers within the client organization. Resolve queries promptly and efficiently, utilizing knowledge of IRDA regulations when necessary. Contribute to team efforts by sharing best practices, providing feedback and collaborating on process improvements.

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 W...

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 t...

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 t...

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 t...

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 W...

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 W...

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 W...

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...

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 + 1 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 s...

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...