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2 - 5 years

4 - 5 Lacs

Visakhapatnam

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Role Summary We are seeking a proactive and goal-oriented Unit Manager - Insurance (UMI) to expand and strengthen our insurance business by enrolling and empowering existing NJ Wealth Mutual Fund distributors to be POSP (Point of Sales Person) or BQP (Business Qualified Person). The role involves strategic planning, relationship management, and achievement of business targets through effective collaboration and execution. Key Responsibilities Partner Engagement & Recruitment : Identify and onboard existing NJ Wealth Mutual Fund partners as POSP or BQP to initiate and expand insurance-related business activities. Explain the benefits, process, and scope of the POSP/BQP roles effectively to ensure partner enrollment. Strategic Planning : Collaborate with Senior Managers to devise and implement strategies for the development of insurance products within the branch. Drive and monitor progress on recruitment and insurance sales targets. Relationship Management : Build and nurture positive working relationships with partners to promote long-term business growth. Provide support to the POSP / CIA to achieve their goals. Product Promotion : Focus on the promotion and sales of both Life and Non-Life Insurance products . Ensure a thorough understanding of insurance products to guide and assist partners effectively. Business Targets : Achieve recruitment targets for POSP/ BQP roles. Drive the sales and penetration of insurance products within the assigned branch/region. Requirements Educational Qualification : Bachelors OR Masters degree in any discipline (Finance/Insurance background preferred). Experience : 2-5 years in business development or sales, preferably in insurance or financial services. Skills : Excellent communication and interpersonal skills. Strategic thinking with strong organizational and planning abilities. Proven ability to meet targets and drive business results.

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5 - 10 years

8 - 13 Lacs

Hyderabad, Bengaluru, Mumbai (All Areas)

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Hi. Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Banking / Financial / Investment Group company to source below sales professional. we are hiring for top AMC's Interested & experienced with mutual funds sales is required. Min 4 years into HNI/UHNI/NRI/Priority clients handling is required. Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Institutions Sales "Role is to acquire new clients and manage existing clients with the objective of expanding the market by Increasing the AUM and market share. It also requires activting Non-Active clients to generate business. Internal Focus - Branch Relationship Executive External Focus - Banks, Financial Institutions, Corporate Clients, PF, Family Offices, Distributors" Key Accountability :- 1. Responsible for New Client Acquisition and Inactive client activation 2. Follow up/ Conversion on the leads shared by the Corporate Acquisition Team 3. Ensure market share across clients and distributors as per organisational requirement and expand market share and build the AUM for all existing and new clients 4. Responsible for Client and distribution servicing & active involvment in hand holding the transactions with new and existing clients 5. Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 6. Active networking with clients, competition and distributors to get market information 7. Timely information on the products to distributors 8. Adhering to compliance norms of the organisation and Regulator 9. Involved in meeting the investors on a joint call with the distributor as per need,active involvment in handholding the transactions with the new and existing clients 10. Maintain the data on market share and review it on regular basis 11. Responsible in networking with the distributors, clients and competition to get the market information 12. Responsible to train and inform about product updates to the distributors Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text No charges.

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- 5 years

1 - 4 Lacs

Thane, Navi Mumbai, Mumbai (All Areas)

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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

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3 - 6 years

5 - 8 Lacs

Bhilai

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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)

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3 - 6 years

5 - 8 Lacs

Thrissur

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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)

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3 - 6 years

5 - 8 Lacs

Kottayam

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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)

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4 - 6 years

5 - 9 Lacs

Mumbai

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Opportunity to be associated with MAX Life Insurance Pvt. Ltd. As Associate Business Development Manager and build a distribution enterprise. Responsible for recruiting and managing a team of Leader and agents. Responsible for recruiting a team of Leaders, who will recruit agents and agents will source direct business. Key Responsibility Exceed recruitment target on new agency leaders and agent enrollments. Enhance quantity and quality recruitment by developing successful leaders. Emphasis on quality recruitment by the Agency Leaders and Agency Associates through one-onone session. Create mutual support platform for Financial Executives, Agency Associate and Agents to enable easier recruitment. Enhance AFYP & Number of cases by the unit. Focus on potential EC, MDRT, CEO council agents through complete unit. Focus on number of R&R winners. Focus on enablement and development of the team Ensure agents, agency associates, agency associate s unit and agency leader unit is in complaint with various IRDA guidelines. Timely contract of agents and agency associates within regulatory guidelines Monitoring IRDA guidelines impacting AAP channel at regional level. Track competition regularly at regional level on various measure such as new strategies, new compensation models etc. with particular reference to Financial Executives / AAP model developed by the competitors. Execute plans for growth of the agency Identify, interview and select new leaders from market and by networking Ensure adherence to laid down sales and service standards for Financial Executives, Agency Associates and Agent Advisors. Conduct weekly performance review and planning (PRP) for team Ensur e retention of team by formulating their development plans, meeting their training needs and communicating with them on a regular basis. Handhold, develop and supervise Financial Executives, Agency Associates and Agents to meet plan and follow growth leadership practices. Measures of Success Building a chain of successful leaders (Financial Executives) Recruitment (contracted agents) numbers Add-on of AFYP & number of cases in the team. Add-on of number of new agency associates Case Rate & Case Size Agent satisfaction survey Accuracy and timeliness of information Other Responsibilities HO co-ordination Sales promotion activities Assist in overall running of the Office Knowledge / Skills / Abilities Selling Skills Relationship Building skills Coaching and Developing Team Result Orientation Resilience Discipline Demonstrating Adaptability Minimum Education Minimum Graduation in any discipline, MBA will be an added advantage. Minimum and specific experience Overall experience of 4-6years Preference will be given to candidates having man management experience Should have minimum of 2 years of sales experience.

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1 - 5 years

2 - 3 Lacs

Mumbai

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About The Role Job TitleAcquisition Team Leader LevelM2 / M3 (in exceptional cases) DepartmentRetail Liabilities LocationAcross India Reporting RelationshipBranch Manager Job Roleand Responsibilities 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 REQUIREMENTS Skills/Knowledge prerequisites Customer orientation, High energy and drive AMFI / IRDA certified is preferred Educational Qualifications Graduates / Post Graduates Experience Profile Graduates/Post Graduates with 3-5 years" experience with relevant sales team

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5 - 10 years

10 - 20 Lacs

Thane, Navi Mumbai, Mumbai (All Areas)

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Designation - Manager / Senior Manager - RBI Compliance Location - Mumbai Experience - 5-7 years Key Responsibilities : • To establish and manage a robust Compliance Program to commensurate with the Business strategies of the Organization through the below activities: - Review and disseminate all applicable regulatory guidelines, with clear analyses of impacts, actions to be taken and timelines to the relevant units. - Examine relevant regulatory aspects while approving Products and Processes - Ensure the policies of the organization are in line with the regulatory requirements - Provide guidance and recommendation for corrective actions as appropriate - Recommend solutions to Compliance Related matters - Frequent interactions with Business to identify Compliance gaps and ensure resolution of the same. • To identify Compliance Risks on an ongoing basis, carry out periodical Compliance Risk Assessment • Design Compliance Monitoring Program basis the Compliance Risk Assessment to enable ongoing monitoring and enable the functions to be at satisfactory level • Manage and coordinate compliance audits and inspections by regulatory authorities, ensuring timely responses and corrective actions. • Regulatory liaising and carry out following activities: - Vetting of correspondences / compliance before submitting to regulators - Coordination with Departments and Regulators during regulatory inspections - Timely submission of data as sought by regulators - Dissemination of inspection reports, collation of compliance, validation of compliance, reporting to Board / Board Committee • Provide compliance training and awareness programs to employees and stakeholders. Qualifications: • CS/LLB/LLM/Bachelor's/Masters degree preferred • 5-7 years of experience in compliance and regulatory affairs within the financial services sector, with a strong preference for experience in the NBFC industry. • Strong understanding of RBI guidelines and other relevant regulations. • Proven experience in leading and managing compliance teams. • Excellent communication and interpersonal skills.

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3 - 8 years

3 - 8 Lacs

Guwahati, Bhubaneswar, Bokaro

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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 collection. • Ensure 2-3 client meetings are done per day within your territory.

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4 - 9 years

8 - 12 Lacs

Navi Mumbai, Pune, Mumbai (All Areas)

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ERM-wealth,casa,investment,bancassurance PRM-trade,premium current account Required Candidate profile ERM-Household-M3- 7-8 lpa ERM-Household-M4- 9-10 lpa PRM-Household-M3- 8-9.5 lpa PRM-Household-M4- 10-12 LPA RO 811 | CA | SA-M1-3.20 LPA

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- 5 years

3 - 3 Lacs

Gorakhpur, Lucknow, Agra

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Greetings from NJ India Invest NJ India Invest Pvt. Ltd is a leading advisors and distributors of financial products and services in India. NJ began its journey in 1994 in Surat and has over a decade of rich exposure in financial investment space, portfolio advisory services and distribution of financial products. At NJ we exist to provide quality financial / investment advisory solutions to customers of diverse profiles and needs. We aim to take the benefits of a maturing Indian financial market to the masses and provide them with solutions that best serve their interests. Qualification: MBA & PGDM ( Finance & Marketing ), M.com Job location : U.P ( Lucknow, Gorakpur and Agra ) . Salary CTC up to Rs 3.50 LPA + Performance Annual Incentive + ( Mobile Reimbursement + Conveyance ) Designation Deputy Assistant Manager Job Profile :- Recruitment of Financial Products Distributors (1) Generating leads from Open Market who are interested in becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. (2) Explaining MF Business opportunities and earnings to interested leads. (3) Coordinating and assisting enrolled candidates for NISM - Series V-A (AMFI). Business Development (1) Providing training to IFAs for Business Development. (2) Preparing business plans and strategies to develop the business of IFA. (3) Planning different activities to explore better business opportunities and new developments. (4) Joint Call - accompanying IFA on client meetings. (5) Addressing and spreading awareness regarding investments in group client meets. (6) Solving distributor's queries. (7) Establishing strong relationships and communication with distributors. System & Process (1) Following the internal sales process by updating all the activities in the online system. (2) Comply with all rules and regulations of the company as well as following industry norms. Skills Required: - Mutual Funds, Financial Product and Sales knowledge is preferable - Willing to Work For Sales - Good convincing Power & Good Communications skills both verbal and written - A Positive and go getter attitude & strong team culture. Company profile: www.njfundz.com ; www.njgroup.in With Regards Sunil Pawar Human Resource | North | NJ Group Cont - 9312874636 Email - sunil.pawar@njgroup.in www.njgroup.in

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- 5 years

3 - 3 Lacs

Ambala, Amritsar

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Greetings from NJ India Invest ... NJ India Invest Pvt. Ltd is a leading advisors and distributors of financial products and services in India. NJ began its journey in 1994 in Surat and has over a decade of rich exposure in financial investment space, portfolio advisory services and distribution of financial products. At NJ we exist to provide quality financial / investment advisory solutions to customers of diverse profiles and needs. We aim to take the benefits of a maturing Indian financial market to the masses and provide them with solutions that best serve their interests. Qualification: MBA & PGDM ( Finance & Marketing ), M.com Job location : Ambala . Salary CTC up to Rs 3.50 LPA + Performance Annual Incentive + ( Mobile Reimbursement + Conveyance ) Designation Deputy Assistant Manager Job Profile :- Recruitment of Financial Products Distributors (1) Generating leads from Open Market who are interested in becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. (2) Explaining MF Business opportunities and earnings to interested leads. (3) Coordinating and assisting enrolled candidates for NISM - Series V-A (AMFI). Business Development (1) Providing training to IFAs for Business Development. (2) Preparing business plans and strategies to develop the business of IFA. (3) Planning different activities to explore better business opportunities and new developments. (4) Joint Call - accompanying IFA on client meetings. (5) Addressing and spreading awareness regarding investments in group client meets. (6) Solving distributor's queries. (7) Establishing strong relationships and communication with distributors. System & Process (1) Following the internal sales process by updating all the activities in the online system. (2) Comply with all rules and regulations of the company as well as following industry norms. Skills Required: - Mutual Funds, Financial Product and Sales knowledge is preferable - Willing to Work For Sales - Good convincing Power & Good Communications skills both verbal and written - A Positive and go getter attitude & strong team culture. Company profile: www.njfundz.com ; www.njgroup.in With Regards Sunil Pawar Human Resource | North | NJ Group Cont - 9312874636 Email - sunil.pawar@njgroup.in www.njgroup.in

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6 - 10 years

8 - 10 Lacs

Chandigarh

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NJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, has now diversified into various businesses and today has presence in businesses ranging from financial products distributor network, asset management, real estate, insurance broking, training & development and technology. Our rich experience in financial services, combined with executional capabilities and strong process & system orientation, has enabled us to shape arising growth trajectory in our businesses. Product ranges are MF, Insurance, Realty, Information Technology, Wellness, Interiors, Loan etc. NJ Group is based out of Surat in Gujarat, India and has presence in 165+ locations in India, Mauritius & Dubai and has over 2000+ employees and over 40,000+ Active Advisors (Partners) associated. The total Asset Under Advice of 2,50,000+ Cr. of more than 34 Lacs investors. Job Location Delhi/NCR & Kanpur Designation Territory Manager Insurance, (B2B) Sales Salary – Delhi/NCR – CTC 10 Lac to 10.50 Lac + Up to 5 to 8 Monthly CTC Yearly Performance bonus + Mobile Allowance + Traveling expense. Kanpur – CTC 8.75 to 9.20 Lac + Up to 5 to 8 Monthly CTC Yearly Performance bonus + Mobile Allowance + Traveling expense. Qualification – Graduation + 4 Years or P.G + 3 years of experience in insurance ( Life, Health & Motor ) Job Profile : Primary Role To develop the insurance business in the assigned area by supporting the Sales Team. Strategic planning for business development of insurance products in coordination with the Sales head of the region. Training of the sales team and advisors on Products, Processes, and Policies as defined by Head office. Relationship building with insurance companies and lionizing for activity management. Review of the Sales team on insurance product Sales. Activity Planning, Execution, and overall management. Secondary Role Operational Assistance to various mapped branches for logins and issuance. Involvement in doing Business Opportunity Presentations for bringing new advisors into the business. With Regards Sunil Pawar Human Resource | North | NJ Group Cont - 9312874636 Email - sunil.pawar@njgroup.in www.njgroup.in

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3 - 4 years

5 - 9 Lacs

Pune

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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

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2 - 7 years

2 - 4 Lacs

Karnataka

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Graduate with min 2 years, or Post Graduate with a min of one year of experience Experience in tele-sales or relationship management in BFSI preferred. Certified in AMFI/IRDA Excellent communication skills Verbal & Written Flair for Sales Good listening skills and strong communication abilities. Team Player Candidate should be fluent in English and at least one of the South Indian languages or Hindi. Skills Highest Education

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2 - 5 years

3 - 4 Lacs

Bengaluru

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Role Summary We are seeking a proactive and goal-oriented Unit Manager - Insurance (CMI) to expand and strengthen our insurance business by enrolling and empowering existing NJ Wealth Mutual Fund distributors to be POSP (Point of Sales Person) or BQP (Business Qualified Person). The role involves strategic planning, relationship management, and achievement of business targets through effective collaboration and execution. Key Responsibilities Partner Engagement & Recruitment : Identify and onboard existing NJ Wealth Mutual Fund partners as POSP or BQP to initiate and expand insurance-related business activities. Explain the benefits, process, and scope of the POSP/BQP roles effectively to ensure partner enrollment. Strategic Planning : Collaborate with Senior Managers to devise and implement strategies for the development of insurance products within the branch. Drive and monitor progress on recruitment and insurance sales targets. Relationship Management : Build and nurture positive working relationships with partners to promote long-term business growth. Provide support to the POSP / CIA to achieve their goals. Product Promotion : Focus on the promotion and sales of both Life and Non-Life Insurance products . Ensure a thorough understanding of insurance products to guide and assist partners effectively. Business Targets : Achieve recruitment targets for POSP/ BQP roles. Drive the sales and penetration of insurance products within the assigned branch/region. Requirements Educational Qualification : Bachelors OR Masters degree in any discipline (Finance/Insurance background preferred). Experience : 2-5 years in business development or sales, preferably in insurance or financial services. Skills : Excellent communication and interpersonal skills. Strategic thinking with strong organizational and planning abilities. Proven ability to meet targets and drive business results.

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3 - 7 years

6 - 10 Lacs

Mumbai

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Job Summary Acquisition of NRI clients & crossell of wealth products. Maximize sales performance to achieve given revenue targets for self and team as well as that of the branch through liability products [Current /Savings /Term deposits], wealth management products and asset related products (secured, unsecured) Provide support for new product launches, and champion new sales initiatives. Device strategies to acquire large prospective customers through referrals, maximize market share in the catchment area of the branch, by below the line activities and promotions. Coordinate customer events along with the product team Ensure effective Relationship Management by monitoring the movement of the top customers of the branch, devise and implement a customer acquisition and retention programme. Improve product per customer holding. Key Responsibilities Strategy Drive client engagement in line with coverage model. Own client portfolio for limited defined period of time. Business Support on boarding of premium clients and create a pipeline for upgrade to priority/premium segment Processes Ensure adherence to all internal and external regulations People & Talent NRI Process and Knowledge -Relationship Management Skills Risk Management Monitor all major risk issues and concentrations. Where appropriate, direct remedial action and/or ensure adequate reporting to Risk Committees Governance Follow Group code of conduct/zero audit finding/no mis selling/ no fraud Regulatory & Business Conduct Display exemplary conduct and live by the Group s Values and Code of Conduct. Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Lead to achieve the outcomes set out in the Bank s Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment. ] Key stakeholders NR Segment / Wealth Management Skills and Experience Relationship Management Sales Acumen Inter Personal Skills Communication Qualifications Graduate/Post graduate/ MBA/ MMS/MA/M. sc Certifications - IRDA About Standard Chartered Were an international bank, nimble enough to act, big enough for impact. For more than 170 years, weve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If youre looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we cant wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, youll see how we value difference and advocate inclusion. Together we: Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. Flexible working options based around home and office locations, with flexible working patterns. Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. www. sc. com/careers 28239

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0 - 5 years

3 - 4 Lacs

Patna

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Primary Role: To develop the insurance business in assigned area by supporting the Sales Team. Strategic planning for business development of insurance product in coordination with Branch Manager. Training of the advisors on Product, Processes and Policies as defined by 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 Presentation for bringing new advisors in the business. Required Candidate profile: 1. Willing to Work For Sales. 2. Good convincing Power & Good Communications skills both verbal and written. 3. Team handling experience candidate preferred. 4. Must have a Sales Attitude. 5. A Positive and go getter attitude & strong team culture. Job location : Patna branch. Experience: "MBA fresher" OR "Graduate with minimum 3 yrs exp. in insurance sales". Salary : 3.50 LPA to Rs 3.75 LPA (Fixed ctc will be depend on the number of years experience) + Performance Annual Incentive + ( Mobile Reimbursement + Conveyance ) + Good Appraisal and Growth. Regards Amit Sahani Human Resource Contact: 9073345450. E-mail id- amit.sahani@njgroup.in

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1 - 4 years

1 - 3 Lacs

Bengaluru, Kochi, Hyderabad

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Designation: Relationship Manager Lead will be provided by the company. Sell the life insurance products to the customers. Sell in life insurance products through bank Share resume on what's App 8956244952 Required Candidate profile Candidates have experience in Life Insurance sales Age Limit :22- 35 we have opening in Bangalore,Hyderabad,Kochi,Chennai Perks and benefits Incentives

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0 - 2 years

4 - 5 Lacs

Bengaluru

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. Role Summary We are seeking a proactive and goal-oriented Unit Manager - Insurance (CMI) to expand and strengthen our insurance business by enrolling and empowering existing NJ Wealth Mutual Fund distributors to be POSP (Point of Sales Person) or BQP (Business Qualified Person). The role involves strategic planning, relationship management, and achievement of business targets through effective collaboration and execution. Key Responsibilities Partner Engagement & Recruitment : Identify and onboard existing NJ Wealth Mutual Fund partners as POSP or BQP to initiate and expand insurance-related business activities. Explain the benefits, process, and scope of the POSP/BQP roles effectively to ensure partner enrollment. Strategic Planning : Collaborate with Senior Managers to devise and implement strategies for the development of insurance products within the branch. Drive and monitor progress on recruitment and insurance sales targets. Relationship Management : Build and nurture positive working relationships with partners to promote long-term business growth. Provide support to the POSP / CIA to achieve their goals. Product Promotion : Focus on the promotion and sales of both Life and Non-Life Insurance products . Ensure a thorough understanding of insurance products to guide and assist partners effectively. Business Targets : Achieve recruitment targets for POSP/ BQP roles. Drive the sales and penetration of insurance products within the assigned branch/region. Requirements Educational Qualification : Bachelors OR Masters degree in any discipline (Finance/Insurance background preferred). Experience : 05 years in business development or sales, preferably in insurance or financial services. Skills : Excellent communication and interpersonal skills. Strategic thinking with strong organizational and planning abilities. Proven ability to meet targets and drive business results. Contact Details Email - jahanvi.bhatt@njgroup.in Mo - 9099066905

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4 - 6 years

15 - 20 Lacs

Sonipat/Sonepat, Faridabad, Yamunanagar

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Exceed recruitment target on new agency leaders and agent enrollments. Enhance quantity and quality recruitment by developing successful leaders. Emphasis on quality recruitment by the Agency Leaders and Agency Associates through one-on one session. Create mutual support platform for Financial Executives, Agency Associate and Agents to enable easier recruitment. Enhance AFYP Number of cases by the unit. Focus on potential EC, MDRT, CEO council agents through complete unit. Focus on number of RR winners. Focus on enablement and development of the team Ensure agents, agency associates, agency associate s unit and agency leader unit is in complaint with various IRDA guidelines. Timely contract of agents and agency associates within regulatory guidelines Monitoring IRDA guidelines impacting AAP channel at regional level. Track competition regularly at regional level on various measure such as new strategies, new compensation models Measures of Success Building a chain of successful leaders (Financial Executives) Recruitment (contracted agents) numbers Add-on of AFYP number of cases in the team. Add-on of number of new agency associates Case Rate Case Size Agent satisfaction survey Accuracy and timeliness of information Key Relationships (Internal / External) HO co-ordination Sales promotion activities Assist in overall running of the Office

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3 - 4 years

5 - 9 Lacs

Pune

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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

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5 - 10 years

9 - 10 Lacs

Hyderabad

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Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients Profiling Customers and provide financial products to meet customer needs Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs To Enhance & Retain customer profitability by capturing larger share of Wallet Ensure profitability of the portfolio: Generate high Income per Customer Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

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5 - 10 years

9 - 10 Lacs

Vadodara

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Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients Profiling Customers and provide financial products to meet customer needs Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs To Enhance & Retain customer profitability by capturing larger share of Wallet Ensure profitability of the portfolio: Generate high Income per Customer Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

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