578 Irda Jobs - Page 8

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 Role: 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: 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 IRDAPost Graduate - 2 -4 years of experience AMFI IRDA

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

To acquire CASA, Salary accounts and cross sell multiple banking products. Key Accountabilities: The key accountability of the role is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products. Job Duties & Requirements: Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations Required Experience 1 - 2years of relevant experience Education / Preferred Qualifications The incumbent should hold a degree of graduation in any discipline. Additional qualifications in Banking/ Finance / Law or MBA would be an added advantage Core Competencies Sales & Networking Skills Good Communication & Listening Skills Goal / Target oriented IRDA & AMFI certification is preferred. This is a must post joining. Excellent verbal and written communication skills Technical Competencies Banking knowledge Computer Skills and digital knowledge Good network in the market Work Relationship Acquisition of Commercial liabilities Business Managing of commercial Liabilities Portfolio

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they we're made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Requirements 1 - 2years of relevant experience Graduation/Post Graduation Sales & Networking Skills Good Communication & Listening Skills Goal / Target oriented IRDA & AMFI certification is preferred. This is a must post joining. Excellent verbal and written communication skills Banking Knowledge Computer Skills & Digital Knowledge Good Network in the Market

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

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

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

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

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

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)

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Requirements 1 - 2years of relevant experience Graduation/Post Graduation Sales & Networking Skills Good Communication & Listening Skills Goal / Target oriented IRDA & AMFI certification is preferred. This is a must post joining. Excellent verbal and written communication skills Banking Knowledge Computer Skills & Digital Knowledge Good Network in the Market Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Requirements 1 - 2years of relevant experience Graduation/Post Graduation Sales & Networking Skills Good Communication & Listening Skills Goal / Target oriented IRDA & AMFI certification is preferred. This is a must post joining. Excellent verbal and written communication skills Banking Knowledge Computer Skills & Digital Knowledge Good Network in the Market Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Requirements 1 - 2years of relevant experience Graduation/Post Graduation Sales & Networking Skills Good Communication & Listening Skills Goal / Target oriented IRDA & AMFI certification is preferred. This is a must post joining. Excellent verbal and written communication skills Banking Knowledge Computer Skills & Digital Knowledge Good Network in the Market Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

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

Maintain & enhance service levels provided to the clients, thus ensuring sustenance of the existing business. Explorations & identification of new business avenues by way of cold calling, generation of referrals or business leads & network (through brokers) . Ensuring that we deliver best of our services to client as well as to banks Key Accountabilities/ Responsibilities Business Targets Reaching out Clients for Renewal Explaining About Policies to Client Generating Leads Regular training for Executives regarding Policies & Products. Combined Ratio Minimizing Loss & Cost of Acquisitio Maintaining CoR Below 90% Observing Fraudulent Cases, if so, closing partnership with the Clients. To maintain the Hygiene Proactive in Finishing Targets. Submit Cheque Within 7 Days Following the IRDA Regulations. New Partners Acquisition Approaching New Clients Stakeholder interfaces Internal Stakeholders: Operations - for the issuance , Banking operations etc. Branch Manager - For Policy Approvals & New Leads. Zonal Sales Manager - For New Partner Acquisition. External Stakeholders Zonal Sales Manager - For New Partner Acquisition. Partners (State Head) - Explaining New Products & Policies. Experience 1-2 Years of Experience of leading a business for geographies Education Graduate from Any Discipline Preferably MBA

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

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 & responsibilities We are looking for an experienced Manager - Legal & Compliance with a strong background in pharmacy, Insurance and health-tech regulations. The ideal candidate will be responsible for overseeing the legal function, ensuring statutory compliance, and offering strategic legal counsel across departments. Key Responsibilities: Oversee and manage all legal affairs related to pharmacy, pharmaceutical regulations , and corporate law. Ensure regulatory and statutory compliance with health and pharmacy laws and applicable business legislations. Provide legal advice on corporate, commercial, regulatory , and litigation matters . Draft, review, and negotiate contracts, agreements, NDAs, MoUs , and other legal documents. Liaise with internal departments to ensure all business practices are legally compliant. Maintain and organize legal documentation and contract databases. Stay updated with legal and regulatory developments relevant to the health-tech/pharmacy sector . Support external counsel coordination and litigation management as needed. Desired Candidate Profile: Qualification: Bachelors degree in Law (LLB); Masters in Law (LLM) preferred. Minimum 45 years of post-qualification experience , preferably in healthcare, pharmacy, or insurance sectors . Excellent skills in legal drafting, communication, research , and negotiation . Key Skills: Pharmacy Compliance, Legal Drafting, Contract Negotiation, Statutory Compliance, Regulatory Affairs, Corporate Law, Healthcare Law, Litigation Management, Legal Research

To lead the assigned branch by effective planning & management of resources and ensuring achievement of agreed business targets through effective sales strategies to help the branch lead in terms of market share and brand equity in a cost effective manner. Job Context & Major Challenges Job Context: To lead the assigned branch by effective planning & management of resources and ensuring achievement of agreed business targets through effective sales strategies to help the branch lead in terms of market share and brand equity in a cost effective manner. Job Challenges: Performing despite unethical market practices prevailing in the market Retention of the Quality Sales Force owing to stiff competition Ensuring the quality of new advisors who are being introduced in to the system because it s practically not possible to meet each and every advisor getting recruited. Equipping the new advisors with proper knowledge owing to poor turnout in training programs Key Result Areas KRA (Accountabilities) (Max 1325 Characters) Supporting Actions (Max 1325 Characters) KRA1 Plan sales strategies and achieve branch business targets in terms of number of agents, productivity, new premium, persistency of busines 1.Scan the market for emerging opportunities, the presence of competition etc and plans for the progress of his branch in consultation with HO 2.Ensure strategies include effective product mix, tapping of potential customers, contests and delivery of investment advisory to customers. 3.Ensure implementation of the plans & monitor same to ensure success KRA2 Promote productivity of the field force through effective people management. 1.Ensure regular training of advisors and provide latest input given by company to them. 2.Discuss with them the promotional infrastructure decided by company and have review of their progress in terms of competition, activisation and club membership. 3.Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs etc. KRA3 Ensuring persistency of the business in order to ensure enhance business goals. 1.By doing random quality checks on the business sourced to maintain desired persistency levels. 2.Ensure post sales servicing are through in order to retain customers. KRA4 Inculcate a culture of financial discipline in the branch to have well control on revenue. 1.Ensure that strict control is maintained on the cash transactions in the branch. 2.Ensure that budget is maintained on all capital and operating expenses incurred. KRA5 Ensure 100 % compliance in order to smooth running of the operation and enhance the productivity in the assigned branch. 1.Monitor process adherence at the branch 2.Provide regular update to the sales force /operation staff regarding changes in the Underwriting /IRDA Guidelines as well as Sales Process from time to time. KRA6 Drive sales promotional activities in order to achieve the business numbers. 1.Initiate and ensure implementation of different activities to promote sales & recruitment. 2.Liaise with the concerned HO teams to drive central initiatives 3.Ensure adequate promotional effort is delivered to existing and potential customers. KRA7 Recommend product and process improvement to the company to enhance efficiencies and customer satisfaction. 1.Evaluate customer response to our products, services, processes and people and suggest innovations/ improvements/ changes in these areas. KRA8 Ensure effective administration of the branch to sustain smooth functioning and operations in a cost effective way. 1.Ensure that the general administration of the branch is as per requirement KRA9 Team Management 1.Ensure through continuous on the job training, skill enhancement of team 2.Mentor, supervise and coach the team. 3.Provide for on the job as well as classroom training for skill enhancement 4.Ensure periodic job rotation to give a higher exposure to the team members on all aspects.

Key Responsibilities: 1. Secretarial & Corporate Governance Responsibilities: Organize, coordinate, and prepare agendas for Board and Committee Meetings. Prepare and track filings with the Ministry of Corporate Affairs (MCA) Assist in the preparation of the Annual Report and MD&A (Management Discussion & Analysis). Maintain secretarial records and documents. Support the conduct of Board and Non-Board Committee Meetings. Coordinate Statutory Audit and Internal Audit requirements. Provide routine information and documents to internal teams. Assist in the issuance of Non-Convertible Debentures (NCDs) Prepare MIS (Management Information System) reports and SOPs (Standard Operating Procedures) Assist in the implementation of governance initiatives. Track and update company information on the website 2. Compliance Responsibilities: Assist in compliance with RBI (Reserve Bank of India) and NHB (National Housing Bank) regulations and inspections. Implement and coordinate the Compliance Tool across teams. Monitor regulatory compliance through certifications by SPOCs (Single Point of Contact). Disseminate key updates and actionable items from compliance circulars Coordinate with teams to ensure closure of ad-hoc regulatory compliance requirements. Handle regulator queries and resolutions Oversee filing and reporting requirements for various regulatory bodies. Manage FIU (Financial Intelligence Unit) reporting and AML (Anti-Money Laundering) alert monitoring Ensure compliance with IRDAI (Insurance Regulatory and Development Authority of India) regulations related to Corporate Agents. 3. Administrative Responsibilities: Support documentation, tracking, and record-keeping. Coordinate with multiple teams for compliance-related follow-ups. Ensure smooth execution of compliance audits and governance reviews Key Skills Required: Company Secretarial knowledge (CS qualification preferred) Understanding of corporate governance and regulatory frameworks Familiarity with MCA, RBI, NHB, IRDAI compliance processes Experience with MIS, SOPs, and audit coordination Strong organizational and coordination skills Preferred candidates from Navi Mumbai. It is for face to face interview not virtual Interested candidates Can share their CV to this 7620044061 or nikhita@upman.in

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

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Requirements 1 - 2years of relevant experience Graduation/Post Graduation Sales & Networking Skills Good Communication & Listening Skills Goal / Target oriented IRDA & AMFI certification is preferred. This is a must post joining. Excellent verbal and written communication skills Banking Knowledge Computer Skills & Digital Knowledge Good Network in the Market Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Requirements 1 - 2years of relevant experience Graduation/Post Graduation Sales & Networking Skills Good Communication & Listening Skills Goal / Target oriented IRDA & AMFI certification is preferred. This is a must post joining. Excellent verbal and written communication skills Banking Knowledge Computer Skills & Digital Knowledge Good Network in the Market Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

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. Lower Parel : Ashish Bhosale - 8657990136 Mirae Asset Sharekhan, 433, 4th Floor , C Block, Phoenix House, Phoenix Mills Compound, Senapati Bapat Marg, Lower Parel (W) Mumbai - 400013 Vile Parle : Poonam Gupta - 8291105441 Mirae Asset Sharekhan, 2, New Sarvodaya Chs, Gr. Floor, Sarojini Road, Near Mcdonalds, Vile Parle West, Mumbai - 400056