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5 - 10 years
9 - 10 Lacs
Kolkata
Work from Office
11100 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
Posted 2 months ago
6 - 11 years
9 - 10 Lacs
Vadodara
Work from Office
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
Posted 2 months ago
3 - 6 years
4 - 5 Lacs
Nasik
Work from Office
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)
Posted 2 months ago
3 - 6 years
4 - 5 Lacs
Patna
Work from Office
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)
Posted 2 months ago
3 - 6 years
4 - 5 Lacs
Kochi
Work from Office
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)
Posted 2 months ago
3 - 4 years
5 - 9 Lacs
Pathankot
Work from Office
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
Posted 2 months ago
3 - 6 years
4 - 5 Lacs
Jamshedpur
Work from Office
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)
Posted 2 months ago
3 - 4 years
5 - 9 Lacs
Lucknow
Work from Office
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
Posted 2 months ago
6 - 11 years
6 - 12 Lacs
Mumbai Suburbs, Thane, Mumbai (All Areas)
Work from Office
Looking for A Candidate As Compliance Manager for A Human Resource Consultant Company In Mumbai. Candidate Must Have Experience In Regulatory work, Payroll Compliance,Ongoing Court Cases,etc Interested Candidate Revert Back. Required Candidate profile • Regulatory work under CLRA + Profession Tax • PT Registration and attending PT notice & Hearing and Assessment • Obtaining new licences • PF withdrawals, ESIC Claims, PF transfer case, Death Claims
Posted 2 months ago
5 - 10 years
10 - 14 Lacs
Pune
Work from Office
Key Responsibilities: Digital Transformation: Lead initiatives focused on digital transformation within the motor claims domain to enhance claims processing efficiency and minimize manual intervention. Direct cross-functional teams in the conceptualization, development, and implementation of digital solutions aimed at optimizing claims processing workflows. Collaborate closely with IT teams to ensure seamless integration of digital solutions with existing systems and platforms. Evaluate and assess the effectiveness of digital solutions, providing recommendations for continuous improvement. Develop and maintain comprehensive documentation pertaining to digital transformation initiatives, encompassing specifications, user manuals, and training materials. Conduct training sessions and offer ongoing support to users of digital solutions. Process Development Compliance: Contribute to the enhancement of the motor claims experience for customers by devising and implementing new systems and processes, encompassing claims processing, vehicle assessment, and repair management. Ensure strict adherence to all IRDA regulations governing motor claim processing. Oversee the delivery of IT solutions for motor insurance applications, involving tasks such as gathering system requirements, designing workflows, conducting impact analyses, and specifying system specifications. Engage in stakeholder management by collaborating directly with senior executives across diverse business areas, including underwriting, actuarial, compliance, finance, and operations. This entails documenting requirements, reviewing specifications, obtaining approvals, and supporting user acceptance testing and post-production rollouts. Foster effective collaboration with both in-house developers and third-party software providers, ensuring clear understanding and adherence to specified requirements. Stay abreast of changes in IRDA regulations pertinent to motor claims processing. Conduct internal audits of the motor claims process to identify areas of risk and opportunities for enhancement. Design and deliver training programs aimed at empowering motor claims team members to proficiently utilize the motor claims application. Oversee access control management processes and conduct regular quarterly reviews of user access to ensure the security and integrity of organizational systems. Project Management Managing projects related to motor claims and ensuring they are completed on time to the satisfaction of all stakeholders. Identify project requirements and develop project. Communicating project progress to stakeholders, managing project documentation, and providing post-project analysis to drive continuous improvement. Define project scope, objectives, and deliverables in collaboration with the claims department and other stakeholders. Communicate project progress, status, and key issues to stakeholders on a regular basis. Facilitate project meetings, workshops, and discussions to drive project progress. Develop and maintain project documentation, including project plans, status reports, risk and issue logs, and change management documentation. Conduct post-project analysis to evaluate project performance, identify areas for improvement, and make recommendations for future projects. Partner Integrations: Managing integrations between different systems and applications within the motor claims ecosystem, ensuring that data flows seamlessly across different systems and platforms, such as claims management systems. Design and implement integration solutions for different systems and applications within the motor claims ecosystem. Manage and maintain integrations to ensure they continue to function effectively and efficiently. Develop and maintain integration documentation, including integration specifications, architecture diagrams, and testing plans. Work with internal and external stakeholders to understand their integration requirements and ensure they are met. Collaborate with development teams to ensure that integration solutions are built to the required standards and are rigorously evaluated. Troubleshoot and resolve integration issues as they arise. Monitor integrations to ensure that they are performing as expected and take corrective action if necessary.
Posted 2 months ago
3 - 8 years
3 - 8 Lacs
Betul, Ranchi, Bhopal
Work from Office
Managing Partners are responsible to drive their team of Agency Partners and Life Advisors Recruiting Agency Partners such as Rtd. Officers teachers, second innings making them understand their benefit of joining APC as an Agency Partner.
Posted 2 months ago
2 - 7 years
2 - 6 Lacs
Bhubaneshwar, Guwahati, Asansol
Work from Office
Sales of Health policies of through the agency model. Recruit, Train Agents and Generate business through them in the assigned territory Responsible for Licensing and tracking activation. To meet agents on regular basis and maintaining records
Posted 2 months ago
3 - 8 years
4 - 8 Lacs
Tirunelveli, Chennai, Lucknow
Work from Office
Recruitment, Licensing and Activation of IRDA Agents Maintaining Relationship with Existing Agents Responsible for Top and Bottom Line Source from GI Agency only- candidates who primarily are into Motor Agency channel. Required Candidate profile They should be working in the current organization for minimum 2 YEARS and for 1 YEAR in the previous org.
Posted 2 months ago
3 - 8 years
4 - 8 Lacs
Faridabad, Pune, Nagpur
Work from Office
Increasing Distribution through Coding of new Partners & increasing LA base Pragati Promotion SAP -CAP Creation Partner Promotion Handhold & Coach Distribution for Recruitment Required Candidate profile Maintain minimum Persistency of 85% Coach & Train Agency to work Independently & Digitally Periodic meeting of Partners & Las
Posted 2 months ago
7 - 10 years
35 - 45 Lacs
Navi Mumbai, Thane, Mumbai (All Areas)
Work from Office
Actuary role at Reliance To be key member of the statutory reporting team Carry out a detailed analysis on the experience of mortality, lapses etc Carrying out periodical analyses on ALM position of the Company Building parallel models/UAT testing
Posted 2 months ago
5 - 7 years
35 - 45 Lacs
Navi Mumbai, Mumbai, Thane
Work from Office
VP role at Reliance Nippon - Review of product specification for new products -Preparing response to IRDAI queries on filing - Performing analysis of individual and group pricing models - Preparing filing documents to be submitted to IRDAI/PMC
Posted 2 months ago
1 - 3 years
0 - 2 Lacs
Nagpur, Washim
Work from Office
Job Description: We are looking for dynamic and self-motivated individuals to join our Financial Services Field Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Experience: 6 months 2 years (Sales/Insurance preferred) 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: Experience : Candidates with prior field sales experience preferred. MBA (Marketing) freshers are encouraged to apply. Education : Bachelor's degree in any discipline. 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. Two-wheeler is mandatory for travel within the city and surrounding areas.
Posted 2 months ago
1 - 3 years
0 - 3 Lacs
Chennai, Delhi NCR, Gurgaon
Work from Office
We're Hiring! Financial Service Associate Financial Services Are you looking for a rewarding career in Sales & Business Development ? Join us at HDFC Limited as a Financial Service Associate and unlock exciting opportunities in the financial sector! Experience: 6 months 2 years (Sales/Insurance preferred) Key Responsibilities: Achieve business targets for financial products & services Meet & counsel walk-in & DSA-referred customers Build strong relationships with clients & channel partners Drive Fixed Deposit (FD) sales & cross-sell investment products Ensure seamless documentation & regulatory compliance Manage customer portfolios & assist with post-sales servicing What We’re Looking For: Graduates from any stream Minimum 6 months of experience in insurance sales Strong communication & relationship-building skills Willingness to travel and meet customers If you’re passionate about financial sales and eager to grow in a dynamic environment, we want to hear from you!
Posted 2 months ago
1 - 3 years
0 - 3 Lacs
Allahabad, Varanasi, Rae Bareli
Work from Office
We're Hiring! Financial Service Associate Financial Services Are you looking for a rewarding career in Sales & Business Development ? Join us at HDFC Limited as a Financial Service Associate and unlock exciting opportunities in the financial sector! Experience: 6 months 2 years (Sales/Insurance preferred) Key Responsibilities: Achieve business targets for financial products & services Meet & counsel walk-in & DSA-referred customers Build strong relationships with clients & channel partners Drive Fixed Deposit (FD) sales & cross-sell investment products Ensure seamless documentation & regulatory compliance Manage customer portfolios & assist with post-sales servicing What We’re Looking For: Graduates from any stream Minimum 6 months of experience in insurance sales Strong communication & relationship-building skills Willingness to travel and meet customers If you’re passionate about financial sales and eager to grow in a dynamic environment, we want to hear from you!
Posted 2 months ago
1 - 3 years
0 - 3 Lacs
Navi Mumbai, Mumbai
Work from Office
We're Hiring! Financial Service Associate Financial Services Are you looking for a rewarding career in Sales & Business Development ? Join us at HDFC Limited as a Financial Service Associate and unlock exciting opportunities in the financial sector! Experience: 6 months 2 years (Sales/Insurance preferred) Key Responsibilities: Achieve business targets for financial products & services Meet & counsel walk-in & DSA-referred customers Build strong relationships with clients & channel partners Drive Fixed Deposit (FD) sales & cross-sell investment products Ensure seamless documentation & regulatory compliance Manage customer portfolios & assist with post-sales servicing What We’re Looking For: Graduates from any stream Minimum 6 months of experience in insurance sales Strong communication & relationship-building skills Willingness to travel and meet customers If you’re passionate about financial sales and eager to grow in a dynamic environment, we want to hear from you!
Posted 2 months ago
1 - 4 years
1 - 3 Lacs
Mangalore, Bengaluru, Belagavi/Belgaum
Work from Office
Designation: Relationship Manager Sell the life insurance products to the customers Handle 2 to 3 branches of Axis Bank Lead will be provided by the company Life insurance experience is compulsory. Share resume on what's App 8956244952 Required Candidate profile Graduate Candidates have minimum 1 years experience in Life Insurance sales Age Limit :22- 35 Perks and benefits Incentives
Posted 2 months ago
1 - 3 years
3 - 3 Lacs
Bengaluru
Work from Office
Role & responsibilities Responsible for handling the given bank branches for branch operations. Coordinate day to day activities with Channel Partners, Bank Employees, Bank Branches. Service branch customers for any query. Regular product training / refresher to the sales force of the branch. Drive productivity by advising right insurance solutions. Responsible for sourcing business, lead generations and improve market share. Achieving the given sales target. Preferred candidate profile Min 1 to 4 Years experience in any sales role with a Bachelor Degree in any stream Perks and benefits Fixed Salary + Monthly Fixed Conveniences + Monthly Incentives Interested candidate can directly contact - Christin Joseph ( 9483323576 ) Regards Christin Joseph HR Team - Chola MS General Insurance Company Ltd Bangalore- Karnataka christinjoseph@cholamsispl.com 9483323576 | 8921395368
Posted 2 months ago
4 - 8 years
8 - 12 Lacs
Hyderabad, Madhapur
Work from Office
The candidate should ensure a company complies with legal and regulatory requirements, while also overseeing administrative functions and maintaining company records, ensuring the company adheres to relevant laws, regulations of Corporate Governance.
Posted 2 months ago
3 - 6 years
4 - 5 Lacs
Jalgaon
Work from Office
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)
Posted 2 months ago
5 - 10 years
4 - 5 Lacs
Kolhapur
Work from Office
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
Posted 2 months ago
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