1402 Irda Jobs - Page 6

Key Responsibilities: Client Acquisition & Relationship Management: Develop new and expand existing HNI customer relationships through in-depth profiling. Match client needs with Kotak Group's product offerings. Ensure client contactability through regular weekly/monthly interactions. Sales & Revenue Generation: Generate business across: Liabilities: Current Accounts, Term Deposits. Assets: CC, OD, Term Loans, Export Finance. Fee Products: Trade, Forex, Insurance, Mutual Funds. Formulate and implement sales plans to acquire new HNI clients and grow relationship value. Portfolio Management: Conduct client portfolio reviews and recommend suitable products. Maintain complete relationship record...

Accountable for achieving monthly annual sales targets for the city/market, as agreed. Ensure proper implementation execution of relationship management investment advisory strategies. Ensure proper sales spread between products. Grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr Monitoring of progress towards achieving targets is done on a weekly basis. Agree targets and take accountability for the overall achievement of CBG product portfolio performance objectives for the branch in terms of: Customer Experience, Sales Growth Income Contribution. Costs performance, Employee Satisfaction, Risk and rigour management. Provide clear dir...

Accountable for achieving monthly annual sales targets for the city/market, as agreed. Ensure proper implementation execution of relationship management investment advisory strategies. Ensure proper sales spread between products. Grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr Monitoring of progress towards achieving targets is done on a weekly basis. Agree targets and take accountability for the overall achievement of CBG product portfolio performance objectives for the branch in terms of: Customer Experience, Sales Growth Income Contribution. Costs performance, Employee Satisfaction, Risk and rigour management. Provide clear dir...

Accountable for achieving monthly annual sales targets for the city/market, as agreed. Ensure proper implementation execution of relationship management investment advisory strategies. Ensure proper sales spread between products. Grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr Monitoring of progress towards achieving targets is done on a weekly basis. Agree targets and take accountability for the overall achievement of CBG product portfolio performance objectives for the branch in terms of: Customer Experience, Sales Growth Income Contribution. Costs performance, Employee Satisfaction, Risk and rigour management. Provide clear dir...

Accountable for achieving monthly annual sales targets for the city/market, as agreed. Ensure proper implementation execution of relationship management investment advisory strategies. Ensure proper sales spread between products. Grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr Monitoring of progress towards achieving targets is done on a weekly basis. Agree targets and take accountability for the overall achievement of CBG product portfolio performance objectives for the branch in terms of: Customer Experience, Sales Growth Income Contribution. Costs performance, Employee Satisfaction, Risk and rigour management. Provide clear dir...

Accountable for achieving monthly annual sales targets for the city/market, as agreed. Ensure proper implementation execution of relationship management investment advisory strategies. Ensure proper sales spread between products. Grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr Monitoring of progress towards achieving targets is done on a weekly basis. Agree targets and take accountability for the overall achievement of CBG product portfolio performance objectives for the branch in terms of: Customer Experience, Sales Growth Income Contribution. Costs performance, Employee Satisfaction, Risk and rigour management. Provide clear dir...

Accountable for achieving monthly annual sales targets for the city/market, as agreed. Ensure proper implementation execution of relationship management investment advisory strategies. Ensure proper sales spread between products. Grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr Monitoring of progress towards achieving targets is done on a weekly basis. Agree targets and take accountability for the overall achievement of CBG product portfolio performance objectives for the branch in terms of: Customer Experience, Sales Growth Income Contribution. Costs performance, Employee Satisfaction, Risk and rigour management. Provide clear dir...

Focus on right customer segment: promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM. A significant part of the role will be leading the team to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements Ensure complete knowledge of all products services through continuous skill and knowledge improvement. Provide feedback on market, competition, and products, suggest innovations ideas for continuous product and service improvements Use finan...

Sell the life insurance products to the customers Handle 2 to 3 branches of IDFC Bank Lead will be provided by the company Share resume on what's App 8956244952 Required Candidate profile Graduate Candidates have minimum 1 years experience in Life Insurance sales / BSFI Sales Age Limit :22- 35 Perks and benefits Incentives

Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 9137797705 Isha email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance

To develop the insurance business in the assigned areas by supporting the Sales Team. Strategic planning for business development of insurance products in coordination with the Branch Manager. Training of the advisors on Products, Processes, and Policies as defined by the Head office. Relationship building with insurance companies and liasioning for various activities. Activity Planning, Execution, and overall management. Operational Assistance to various mapped branches for logins and issuance. Involvement in doing Business Opportunity Presentations for bringing new advisors into the business. Key Skills Sales oriented approach Interpersonal Skills Team Handling Communication Qualification ...

Job Summary: We are looking for a driven and experienced Business Development Manager (BDM) for our Agency Partner Channel (APC). The ideal candidate should have prior experience in the Insurance sector (Agency Channel) and will be responsible for recruiting agents, manage partners/leaders, driving sales through them, and expanding the agency network. Key Responsibilities: Recruit and onboard new insurance Partner/leaders/agents/advisors under the APC model. Drive sales through the leaders/partners/recruited agents to achieve business targets. Conduct regular meetings and training sessions with agents to ensure productivity. Maintain relationships with existing agents and support them in clo...

Managing Channel Partner / Driving business through partners and their agents Excellent Communication and relationship building Skills required Knowledge of mutual funds is an added advantage Years of Experience – 2 - 6 years Required Candidate profile Drive sales of insurance products through the agents. various benefits for them and their clients. Meetings with partners and clients to introduce life insurance products.

Urgent Vacancy for Direct sales Exp:1 to 2 Years of Life insurance sales exp required CTC:Upto 4.5 LPA+Incentives Contact Person:HR Snehal:8788255050

Reports to the COO, overseeing Finance, Accounting, Reporting & Compliance. Manages IRDA reporting & serves as the Point of Contact for inspections. Ensures accurate & timely revenue reconciliation. Presents high-quality accounts & financial reports.

JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Customer leads will be provided by company. KEY RESPONSIBILITIES Drive Revenue through Cross sell / Up sell Focus on cross-sell & up-sell opportunity in every lead allocated from HO team Drive productivity measures like lead to conversion ratio. Exceed month on month revenue target & collection target Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Customer Service/Retention through relationship management Timely & effectively resolve service requests of customers. Drive renewal collection o...

JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Customer leads will be provided by company. KEY RESPONSIBILITIES Drive Revenue through Cross sell / Up sell Focus on cross-sell & up-sell opportunity in every lead allocated from HO team Drive productivity measures like lead to conversion ratio. Exceed month on month revenue target & collection target Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Customer Service/Retention through relationship management Timely & effectively resolve service requests of customers. Drive renewal collection o...

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 right for you. Job Purpose: To drive and deliver exceptional business performance to grow the CBG portfolio through the provision of efficient business management, powerful leadership, team ...

Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Requirements 1 - 2years of relevant experience Graduation/Post Graduation Sales & Networking Skills Good Communication & Listen...

To acquire CASA, Salary accounts and cross sell multiple banking products. Key Responsibilities : The key accountability of the role is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products. Job Duties and Requirements: Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migration events ar...

To acquire CASA, Salary accounts and cross sell multiple banking products. Key Responsibilities : The key accountability of the role is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products. Job Duties and Requirements: Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migration events ar...

Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Requirements 1 - 2years of relevant experience Graduation/Post Graduation Sales & Networking Skills Good Communication & Listen...

Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Requirements 1 - 2years of relevant experience Graduation/Post Graduation Sales & Networking Skills Good Communication & Listen...

Job Purpose: To acquire CASA, Salary accounts and cross sell multiple banking products. Key Responsibilities : The key accountability of the role is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products. Job Duties and Requirements: Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migrat...

Identify, meet the potential leads who want to be an entrepreneur and explain to them about the business opportunities and convince them to start the Financial Products Distribution business and become a Financial Products Distributor / Partner. Providing financial products training to Distributors for Business Development. Plan activities and strategies for business development for distributors. Educate the partners about product portfolio, services offers and also evaluate them on sales performance, recommend improvements. Develop positive working relationships with partners to build business. 1) Products: Mutual Funds, Insurance, Loan Against Security (LAS), Bonds etc. 2) Business targets...