578 Irda Jobs - Page 7

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 customer accounts Job requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI IRDA Post Graduate - 2 -4 years of experience AMFI IRDA

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 Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

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 customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

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 accounts JOB REQUIREMENT s Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI IRDA Post Graduate - 2 -4 years of experience AMFI IRDA

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 assigned for the fiscal Multi line budget achievement Achieve 100% of Budget- periodically and annually. Service Excellence Goal 1: Service excellence standards to be met Measure 1: Issuance of policies within 7 days Measure 2: Refunds within 10 days Measure 3: Quotes 48 hours within branch authority Goal 2: Ensuring & monitoring claim settlements with agreed TAT Measure 1: Within 7 days of receipt of all documentation Stakeholder interfaces Experience Total 3-6 years of experience Preferably general insurance industry. This will vary with size and volume of office. Education Graduation , Any Professional degree Insurance certification -Associate level ( Desirable)

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 assigned for the fiscal Multi line budget achievement Achieve 100% of Budget- periodically and annually. Service Excellence Goal 1: Service excellence standards to be met Measure 1: Issuance of policies within 7 days Measure 2: Refunds within 10 days Measure 3: Quotes 48 hours within branch authority Goal 2: Ensuring & monitoring claim settlements with agreed TAT Measure 1: Within 7 days of receipt of all documentation Stakeholder interfaces Experience Total 3-6 years of experience Preferably general insurance industry. This will vary with size and volume of office. Education Graduation , Any Professional degree Insurance certification -Associate level ( Desirable)

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 overall Gross Written Premium Responsible for sustainable Profitability To maintain the Hygiene Recruitment and retentio of agengts Responsible for Activation Stakeholder interfaces Internal Stakeholders Operations (BOPs& COPs) - for the issuance of policies Underwriter - for analyzing the risk factor Finance Team - Taxations handling Human Resources - to share foresights into the business and build the talent pool accordingly Training Team - for train the employees NSM/RSM/ASM - for some suggestions External Stakeholders Agents Broker Experience 1-2 years of experience in insurance At least 3 to 4 years of experience of leading a company/ business line in Retail Sales. Education Any Graduation

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 overall Gross Written Premium Responsible for sustainable Profitability To maintain the Hygiene Recruitment and retentio of agengts Responsible for Activation Stakeholder interfaces Internal Stakeholders Operations (BOPs& COPs) - for the issuance of policies Underwriter - for analyzing the risk factor Finance Team - Taxations handling Human Resources - to share foresights into the business and build the talent pool accordingly Training Team - for train the employees NSM/RSM/ASM - for some suggestions External Stakeholders Agents Broker Experience 1-2 years of experience in insurance At least 3 to 4 years of experience of leading a company/ business line in Retail Sales. Education Any Graduation

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

Role Summary Manage the daily activity of producers to ensure strong pipeline. Coach & guide agents to cross sell and grow their business Make individual agents grow at least by 20% 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 Recruitment To identify a person who is gives us time to do a motor insurance business. Attempt to competition motor agents to associate with us Input Activities: Name gathering activities, career orientation program with TATAAIG like RnR, Club Membership, Quarterly contest, Educational programs etc. Activaisations To do engagement activities on daily basis for producers. Weekly and Monthly development sessions for producers. Float all contest and club convention on monthly and weekly basis to producers. Sales Support like endorsement, form filling, portal training and other operation related activities. Monthly quarterly and yearly goal settings with producers. Stakeholder interfaces Internal Stakeholders CSM - For Business Sourcing. ZSM - For Approvals. HR Team - For Recruitments & Incentives Operations Team - For Policy Binding, Cheque Receipts. IT Team - For IT & Server related issues. External Stakeholders Agents - Regarding New Tie-Ups & Regular Visits. Experience 1-2 years experience in any General Insurance company. Education Graduate from Any Discipline with Prior Experience

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 sales data and reports. Travel within the assigned city and outskirts for client meetings. Eligibility Criteria: Education : MBA/ Graduates with minimum 1 year of experience Skills & Competencies : Basic knowledge of insurance products and sales techniques. Strong communication and negotiation skills. Ability to work independently and in a target-driven environment. Presentable and well-groomed appearance for client interactions. Additional Requirements : Candidates must be from the local area and have a strong understanding of the market.

The purpose of the role is to lead several branch teams across a cluster by designing and developing sales strategies & support thereof in alignment with Companyoverall plan, achieving operational excellence, Regulatory compliance as per statute and knowledge empowerment through training with the overall objective to achieve Revenue target of the Cluster. Key Responsibilities of the Role - To ensure achievement of Revenue target branch-wise. To decide on product wise sales strategies and provide advice on sales promotion, vertical wise revenue budget management for a profitable result. To plan and implement strategy for new customer acquisition, devise customer relationship programs, etc. To drive and achieve cross sales target as per yearly approved plan. To monitor Renewal persistency level and necessarily follow up to reach overall Companyplan. Customer Service includes resolving Customer Complaints & Discrepancy resolution etc. Identify, select & arrange training of PFPDL employees posted at branches and get them licensed/ certified with IRDA and renewal of existing licenses. Conduct training needs analysis and also develop training programs and its materials, product sales stories, being an enabler to improve confidence and efficiency. Maintain up-to-date knowledge of new regulations, market practices relevant to products, update knowledge with the assistance of Principals & their Portals & disseminate any new requirements appropriately. To implement different H.O. directives at branches across the cluster. Increasing effectiveness of sales team & to maintain business hygiene at branches. Qualifications ; Strong business development, sales, & negotiation skills. Knowledge of insurance products, mutual funds, and financial services. Excellent communication and interpersonal abilities. Ability to analyze market trends & opportunities. Proven track record of meeting & exceeding sales targets with successfully leading & handling a team/branch.

Role & responsibilities - manage risk across claims and underwriting processes. This leadership role requires close collaboration with multiple internal teams, including Claims, FWA, Retail Underwriting, Sales and Actuarial departments, to drive business performance, ensure regulatory compliance, and maintain effective governance. Monitor overall claims and underwriting portfolio performance by analyzing trends throughout Channels. Collaborate with Channel Heads and ground teams to define actionable plans for addressing unproductive or loss-making claims segments, fraud identification and prevention; etc. Lead initiatives to reduce claims costs, mitigate losses in unprofitable cohorts, and improve customer experience Conduct process reviews to identify and control processing errors, transaction outliers, and implementation risks. Develop and execute risk mitigation strategies to ensure smooth adoption of new processes and strategies. Manage audits and resolve findings related to Claims and Underwriting, including IRDA, internal, statutory, and other audits. Lead quality checks for processed claims (in-house and TPA) through concurrent/retrospective audits and system validation. Conduct audits of NEFT/Payment processes and clinical coding to ensure accurate system adjudication and effective data analytics. Enhance documentation and reporting accuracy within the Claims function. Oversee governance within the Claims and Underwriting teams to align with company objectives.

CPC Sales Manager - Credit Life: Designation CPC Sales Manager Credit Life Reporting to Regional Manager Credit Life POSITION OVERVIEW The CPC Sales Manager Credit Life is accountable for the profitable achievement of Credit Life sales objectives associated with the assigned market, segment, and team managed. Candidates should be experienced in Credit Life business and experience with PSU Banks set up is preferred. ROLE OBJECTIVE & Key areas 1. Achievement of Credit Life sales objectives : Business and Penetration 2. Business Development (citing new avenues of expanding business within the Banks) 3. Maintain healthy relationship with Management in Branch offices. 4. Relationship management & regular engagement with branch managers & leadership teams to support sales growth. 5. Adherence to all IRDA regulation sand keep pace with changes in the regulatory guidelines/framework for Life Insurance in general and particularly for banc assurance REQUIRED EXPERIENCE 1. 2-8 years of core business management experience in BFSI industry including sales and service. 2. Preferably having managed business & channel development in a Bank or Insurance industry.

Handle inbound customer calls for Savings, Demat & Investment queries Make outbound calls to privileged customers for proactive updates Provide excellent service and accurate information Build strong customer relationships in the BFSI domain Required Candidate profile Grad/Postgrad (Fresher/Exp), English & Hindi fluent Finance/customer service background a plus Salary: 14.5K–25K Week Off: Sun + Alt Sat Call Hrutika: 9137797705 hyflyhr9@gmail.com www.hyfly.in Perks and benefits Medical Allowance + Daily Allowance

We are hiring for SRM - Senior Relationship Manager !! - Sales of life insurance products - Cross sales of other products like FD, MF, and Insurance - Daily reporting to line manager - Maintaining monthly work reports - Meeting sales targets Required Candidate profile Fresher can't apply Graduation is a must Age must be in between 21-35 Min 1 + years experience in Sales and Marketing BFSI work experience preferred Life Insurance experience preferred Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

About The Role 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 customer accounts Job Requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI IRDA Post Graduate - 2 -4 years of experience AMFI IRDA

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

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 turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

Designation Chie f Managing Partner (Dist_Dep42 CMP) Position description Recruitment Parameters -Increasing Distribution through Coding of new Partners & increasing LA base -Pragati Promotion -SAP CAP Creation -Partner Promotion -Handhold & Coach Distribution for Recruitment -Minimum Distribution Criteria of 8:80 Business Parameters -Meet the budgeted business numbers -Maintain minimum Persistency of 85% -Coach & Train Agency to work Independently & Digitally -Meet the CLA numbers -Initiatives to improve Partner Income -Periodic meeting of Partners & Las -Support Agency with all relevant report & MIS Primary Responsibilities External Relations Internal Relations Educational qualifications preferred Category Bachelor's Degree

Designation Chie f Managing Partner (Dist_Dep42 CMP) Position description Recruitment Parameters -Increasing Distribution through Coding of new Partners & increasing LA base -Pragati Promotion -SAP CAP Creation -Partner Promotion -Handhold & Coach Distribution for Recruitment -Minimum Distribution Criteria of 8:80 Business Parameters -Meet the budgeted business numbers -Maintain minimum Persistency of 85% -Coach & Train Agency to work Independently & Digitally -Meet the CLA numbers -Initiatives to improve Partner Income -Periodic meeting of Partners & Las -Support Agency with all relevant report & MIS Primary Responsibilities External Relations Internal Relations Educational qualifications preferred Category Bachelor's Degree

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 turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

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 turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

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