canara hsbc life insurance co,ltd Designation-Cluster Traning Manager ctc-9 lpa Key Responsibilities: Training Needs Analysis: Identifying the skills and knowledge gaps of bank staff related to life insurance product sales and compliance. Program Design & Development: Creating and developing comprehensive training modules, including e-learning resources, workshops, and on-the-job training, for different levels of bank staff. Training Delivery: Delivering training sessions using various methods like in-person workshops, online courses, and webinars, ensuring engagement and relevance. Performance Assessment: Evaluating the effectiveness of training programs through assessments, feedback, and performance data analysis, making adjustments as needed. Compliance: Ensuring adherence to relevant regulations and guidelines related to life insurance sales and training. Collaboration: Working with regional managers, department heads, and other stakeholders to align training efforts with overall business objectives. Continuous Learning: Implementing ongoing training initiatives to support continuous learning and skill development. Technology and Trends: Keeping abreast of industry trends, best practices, regulatory changes, and emerging technologies in training and development.

Canara HSBC Life Insurance Des : Relationship Officer ( Banca ) Ctc : 3.5 -3.9 lpa Qualification : Graduate with any 6 months sales experience Responsibilities : A bancassurance professional is responsible for providing banking and insurance services to customers. This includes consultation to understand the customer's financial needs and recommend the best products to suit their requirements. The primary responsibilities include the following: Analyzing customer needs and identifying cross-sell opportunities. Explaining banking and insurance products and processes to customers. Assisting customers in choosing the most appropriate financial products. Knowing banking and insurance policies to offer the best solutions. Building customer relationships and providing after-sales services. Improving customer satisfaction and achieving Sales targets.

canara hsbc life insurance co,ltd Designation- RBH ctc -17 lpa Key Responsibilities: Business Development: Identifying new business opportunities, developing and implementing strategies to achieve regional/partner objectives, and ensuring profitability of new business. Team Management: Leading and motivating a team of cluster heads, branch managers, and field sales teams. Sales & Training: Developing regional sales training programs, strategies, and planning initiatives, as well as driving sales performance. Relationship Management: Building and maintaining relationships with bank partners, onboarding new relationships, and working on reviving existing ones. Compliance & Operations: Ensuring operational effectiveness, workflow compliance, and adherence to regulatory requirements. Market Knowledge: Maintaining up-to-date knowledge of market trends, products, and services to stay competitive. Performance Management: Periodically reviewing business performance, identifying gaps, and implementing corrective actions to ensure business targets are met. Cost Management: Ensuring talent attraction, retention, and development, while also reducing operational costs.

Niva Bhupa Health Insurance Company Des: Health Insurance Advisor Ctc : 3.75-4.5 lpa Primary Role Description: - To achieve sales targets using consultative sales approach, whilst ensuring service levels and customer satisfaction remain paramount. To meet sales targets through fulfilment of leads, generating own references and conducting onsite sales. Roles & Responsibilities: Create opportunities to achieve and increase sales, persistency and conversion targets by generating leads through open market. To ensure minimum number of sales calls per day are met To ensure minimum productivity standards are met at all times To use solution/consultative selling approach to provide the most appropriate recommendations for prospective Max Bupa customers. Providing world class customer experience - Demonstrate that you pay due regard to the interests of the customers and treat them fairly Driving new sales and revenue generation across all products Clear understanding of the internal and regulatory policies

canara hsbc Life insurance co,ltd Designation -RO ctc-upto 4 lpa Key Responsibilities: Relationship Management: Developing and maintaining strong relationships with bank partners to foster collaboration and achieve mutual business objectives. Sales Strategy: Implementing and executing sales strategies within the bancassurance channel. Training and Support: Providing training and support to bank staff on life insurance products and sales techniques. Sales Target Achievement: Meeting and exceeding monthly and annual sales targets. Performance Monitoring: Monitoring and analyzing sales performance, identifying areas for improvement, and providing feedback. Product Knowledge: Staying updated on industry trends and product offerings to effectively communicate the benefits to customers. Customer Focus: Understanding customer needs and recommending suitable life insurance solutions. Collaboration: Working with the marketing team to design and implement promotional campaigns.

canara hsbc Life insurance co,ltd Designation -RO ctc-upto 4 lpa Key Responsibilities: Relationship Management: Developing and maintaining strong relationships with bank partners to foster collaboration and achieve mutual business objectives. Sales Strategy: Implementing and executing sales strategies within the bancassurance channel. Training and Support: Providing training and support to bank staff on life insurance products and sales techniques. Sales Target Achievement: Meeting and exceeding monthly and annual sales targets. Performance Monitoring: Monitoring and analyzing sales performance, identifying areas for improvement, and providing feedback. Product Knowledge: Staying updated on industry trends and product offerings to effectively communicate the benefits to customers. Customer Focus: Understanding customer needs and recommending suitable life insurance solutions. Collaboration: Working with the marketing team to design and implement promotional campaigns.

Canara Hsbc LIfe Insurance Company Des : Cluster Buisness head Ctc : 10 lpa Responsibilites: In a life insurance company, a CBH (Cluster Business Head) is a leadership role responsible for managing and overseeing the performance of a specific cluster of field sales teams or branches.They are accountable for achieving sales targets, developing their teams, and ensuring the company's growth within their assigned area. Here's a more detailed look at the role: Sales Leadership: Leading and motivating a team of sales professionals to achieve their individual and team targets. Team Development: Identifying training needs, providing coaching and mentoring, and fostering a positive and productive team environment. Relationship Management: Building and maintaining strong relationships with key stakeholders, including agency partners, clients, and other internal teams. Performance Management: Tracking and analyzing team performance, providing feedback, and implementing strategies to improve results. Business Development: Identifying and pursuing new business opportunities, developing new distribution channels, and expanding the company's market share within their area. Compliance: Ensuring that all sales activities comply with regulatory requirements and company policies.

Essential Duties and Responsibilities: Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads. Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB's) etc. and any other products which may be launched in the future based on the needs of the customer. Execute cross & up-selling aimed at providing third-party products to optimize engagement with current clientele, thereby enhancing revenue generation for the company without any form of mis-selling. Ensure the maintenance and growth of Assets under Management (AUM) within the branch. Maintain consistent communication with clients who are mapped to him/her via telephone calls and in-person meetings. Educate potential prospects about the company, its products, and services. Provide regular updates to clients through research reports on equity, new mutual fund schemes, New Fund Offers (NFOs), Initial Public Offerings (IPOs), and market trends. Assist clients with investment application forms and guide them through the completion process. Deliver after-sales service, conduct follow-ups, and ensure client retention. Prepare daily sales reports and submit them to the reporting officer.

Key Responsibilities: Direct Sales: Actively promote and sell health insurance policies to individual customers. Client Relationship Management: Build strong relationships with clients, understand their needs, and provide ongoing support. Needs Assessment: Identify individual insurance needs and recommend appropriate coverage solutions. Lead Generation: Generate leads and prospects for new clients. Product Knowledge: Stay updated on industry trends, product knowledge, and regulatory requirements. Sales Target Achievement: Meet and exceed sales targets. Communication and Presentation: Effectively communicate the benefits of health insurance policies to potential clients. Application and Underwriting: Guide clients through the application and underwriting process.

kotak Life insurance co,ltd Designation-Wealth Manager ctc-8.5 lpa Key Responsibilities: Operations Management: Overseeing daily activities, including hiring and training, managing budgets, and ensuring workflow efficiency. Client Relationship Management: Developing and maintaining strong client relationships, addressing client needs, and ensuring their satisfaction. Strategic Planning: Developing and implementing strategic plans to achieve agency goals and objectives. Team Leadership: Leading, motivating, and developing a high-performing team to meet client expectations. Business Development: Identifying and pursuing new business opportunities, expanding the agency's client base. Financial Management: Managing agency finances, including budgets, revenue projections, and expense tracking.

Canara Hsbc Life Insurance Company Des: Cluster Buisness Head Ctc :Max 10 Exp: Team handling in LI / Good career growth in FLs in LI Responsibilities : Strategic Planning and Execution: Developing and implementing comprehensive business plans to achieve the company's strategic goals in the life insurance market. Sales and Revenue Generation: Leading and motivating sales teams to meet or exceed sales targets, driving revenue growth and market share. Product Development and Management: Overseeing the development and management of life insurance products, ensuring they are competitive, meet customer needs, and adhere to regulatory requirements. Marketing and Brand Management: Developing and executing marketing strategies to build brand awareness, attract new customers, and retain existing ones. Customer Relationship Management: Ensuring high levels of customer satisfaction and retention through effective customer service and relationship management practices. Financial Performance: Monitoring and managing the financial performance of the life insurance division, including revenue, expenses, and profitability. Team Leadership and Management: Leading and managing a team of professionals, including sales managers, product managers, marketing specialists, and customer service representatives. Compliance and Risk Management: Ensuring compliance with all relevant regulatory requirements and implementing effective risk management strategies. Market Analysis and Trend Monitoring: Staying informed about market trends, competitor activities, and emerging opportunities in the life insurance sector. Relationship Building: Developing and maintaining relationships with key stakeholders, including business partners, distributors, and industry influencers.

canara hsbc Life insurance co,ltd Designation-Relationship officer ctc-3.5 lpa Responsibilities Develop and maintain relationships with bank partners to drive life insurance sales. Coordinate with bank staff to implement sales strategies and training programs. Achieve and exceed monthly and annual sales targets. Conduct regular sales meetings and product training sessions with bank staff. Monitor and analyze sales performance and market trends. Provide feedback on product performance and customer needs. Work with the marketing team to design and implement promotional campaigns.

canara hsbc Life insurance co,ltd Designation-Cluster Business Head ctc-12 lpa Key Responsibilities: Sales Target Achievement: Driving sales within the assigned cluster to meet or exceed premium and revenue targets. Team Management: Leading, motivating, and mentoring a team of sales professionals (e.g., ADRMs, Advisors) to achieve individual and team goals. Relationship Building: Developing and maintaining strong relationships with key stakeholders, including bank personnel (at cluster and branch levels), distributors, and potential clients in the defense sector. Business Development: Identifying new business opportunities and potential clients within the defense sector, as well as driving cross-selling and new sales initiatives. Operational Efficiency: Ensuring smooth functioning of sales processes, adherence to regulatory requirements, and efficient management of resources. Training and Development: Identifying training needs and providing support to the sales team to enhance their product knowledge, sales skills, and overall performance. Performance Management: Conducting regular performance reviews, providing constructive feedback, and implementing strategies to improve individual and team productivity. Market Understanding: Staying updated on market trends, competitor activities, and customer needs within the defense sector.

Canara Hsbc Life Insurance Company Des : RO Ctc : upto 4 Responsibilities : Relationship Management: Building and maintaining strong relationships with bank staff and management to facilitate sales and promote bancassurance products. Sales Target Achievement: Meeting or exceeding assigned sales targets for insurance products sold through the bank channel. Product Training and Support: Conducting product presentations and training sessions for bank employees to ensure they are knowledgeable about insurance products and can effectively promote them to customers. Customer Service: Providing support and guidance to customers who are interested in or have purchased bancassurance products. Sales Strategy Implementation: Developing and executing sales strategies to maximize insurance sales within the bank channel. Performance Monitoring: Tracking and analyzing sales data, identifying areas for improvement, and reporting on sales performance to management. Compliance: Ensuring that all sales activities comply with relevant regulations and company policies. Market Analysis: Staying informed about market trends and competitor activities to identify new opportunities for growth. Cross-selling and Up-selling: Identifying opportunities to cross-sell or up-sell additional insurance products to existing customers.

Job Title: RO/SRO/ERO/SM Department Sales Canara Retail Location: Pan India Career level 7/8 Date Posted: Position Type: Full-Time HR Contact: About Us: Established in 2008, Canara HSBC Life Insurance Company Limited is a joint venture promoted by Canara Bank (51 per cent) and HSBC Insurance (Asia Pacific) Holdings Limited (26 per cent). Punjab National Bank is also a shareholder of the Company, holding 23 per cent as an investor. One of the major bancassurance conglomerate with its head office at Gurugram, Haryana and more than 100 branch offices pan India, brings together the trust and market knowledge of public and private banks. For more than 15 years now, the Company sells and services customers though multi-channels and well diversified network of Canara Bank and HSBC, located in Tier 1, 2 and 3 cities of the country. Requirements 1) Designation - Relationship Officer/Senior Relationship Officer/Executive Relationship Officer 2) Salary Range - 2.5 to 5.50 Lacs + Incentives (Exceptional CTC will be Given Profile fitment and as per locations. Employee can also participate in various flagship R and R schemes like CEO club, CDO club. 3) In addition to CTC, mobile and local conveyance will be given to the candidate. 4) Ideal Profile: - Candidate from Insurance (Banca/BFSI, NBFC, Bank, Mutual Funds, Health Insurance, General, Credit Cards, Micro-finance) will be preferred. 5) Experience 1 year and above(RO). For SRO and above- 2 years and above 6) Age Limit - Up to 35 7) Minimum Education Graduate 8) Candidate should have all employment docs & education docs. 9) Candidate should come along with their incentive earned, promotion taken, etc. proofs of current/previous organization. 10) Group Term Insurance coverage over and above, mediclaim coverage for self and immediate family (spouse & upto 2 kids) without any premium charged from employee. 11) Opportunity to travel to premium locations within/ outside the country through various contest. 12) Attractive career growth opportunity within the company through Career Progression Policy(within 6/12 months) 13) We are ISO & Great place to work certified organisation with high quality standards. 14) We are employee friendly organisation with open door policy that believes in diversity and inclusion. 15) Care for Mom Exclusive child care benefits for new mothers. **All policies are subject to change from time to time. Company reserves the rights to withdraw any benefits given to from time to time Note: Candidates with stability in CV are preferred choice for selection. Please note candidate should clearly mentioned sourcing vendor name on top of their C.V and confirm position and channel applied without these details source will not be considered. Also be noted that Hiring Partners should send position wise tracker along with CV's with hiring managers daily by end of the day & One consolidated tracker with C.V's to H.R SPOCs One day in advance hiring partner should send tracker of confirmed walk-in expected candidates details. CTC Revised Range-As per City & Profile-Valid for Limited Time (One Time Exception) Exception Case Max Hike would be 25 % Job Description: Work closely & jointly with Banc assurance channel partner to ensure CHL achieves its business aspiration in line with the AOP Targets (New & Customer Retention) as stated in individual objective setting sheets. Support channel partner in delivering higher levels of productivity and facilitate the process of Submission to Issuance within mutually agreed timelines. Protect customer & CHL interests by ensuring processes/systems in-use; comply with regulatory & internal guidelines. Effectively manage channel partner expectations & improve the quality of Relationship Management to build a mutually benefiting model. Key responsibilities of the job holder are: Business Development | Execution Implementation of Sales & Customer Retention Strategies | Relationship Management. The said role requires the Job Holder to balance Customer Servicing activity along with Sales Acquisition, while ensuring the necessary growth as per AOP coupled with Highest Persistency. Principal Accountabilities:Key activities and Decision-Making areas: To Achieve channel wise targets (New & Customer Retention) To Achieve desired Branch & LBS Activation targets. To Create a healthy Product Mix with traditional >50% To Create a healthy pool of lead generators across branches Typical Target and Measures: Achieve new business premium as per AOP targets rolled out by SSBD and defined SFM Achieve Traditional Product Mix target Achieve Customer Retention targets for the portfolio Achieve targets as prescribed for Branch/LBS activation for bank Ensure timely PFR reporting and NIL PIR pending Ensure Customer Complaints <=1% of book Achieve defined metrics as per Sales Force Management process/guidelines Customers/Stakeholders: Provide support to BM/LBS at the ground level. Make joint Field calls and motivate them to achieve targets. Provide support and training for timely Submission, Pendency, and Issuance management. Conceptualize and implement local business development initiatives for lead generation and focused sales. Provide key inputs on business health to Branch Heads and agree on tactical initiatives to increase lead generators & their contribution Qualifications and Education Requirements :Graduate CTC As discussed

canara hsbc life insurance co,ltd Designation-RM/SRM CTC-upto 5.5 lpa Key Responsibilities: Selling Life Insurance Products: Actively promote and sell life insurance products to bank customers, understanding their individual needs and financial goals. Relationship Building: Establish and maintain strong relationships with bank employees and customers to foster trust and build a positive brand image. Cross-Selling: Identify and pursue opportunities to cross-sell life insurance products to bank customers, leveraging their existing relationships. Customer Needs Analysis: Understand customer needs, assess risk tolerance, and recommend suitable life insurance products. Product Knowledge: Maintain a thorough understanding of life insurance products, including their features, benefits, and regulatory requirements. Sales Targets: Meet and exceed sales targets, contributing to the overall profitability of the organization. Customer Service: Provide excellent customer service, addressing inquiries and resolving any issues promptly and efficiently. Compliance: Ensure compliance with all relevant regulations and industry standards.

canara hsbc life insuranceco,ltd Designation-Regional Head ctc-18+lpa The Regional Head - Agency Channel is responsible for overseeing and driving the agency channel sales strategy, growth, and profitability in the assigned region. This role involves leading and managing a team of agency managers and agents, ensuring the achievement of business objectives, sales targets, and market share expansion in line with the company's overall goals. The Regional Head will develop strong relationships with key stakeholders, drive the recruitment and training of agents, monitor performance, and implement strategies for improving sales performance, customer acquisition, and retention. Key Responsibilities: Strategic Leadership & Sales Management: - Develop and execute the regional sales strategy for the agency channel in line with the company's objectives and market trends. - Lead, mentor, and motivate a team of agency managers and agents to achieve sales targets and key performance indicators (KPIs). - Set monthly, quarterly, and annual sales targets for the region and ensure their timely achievement. - Analyze market dynamics and competition to adjust sales strategies accordingly and ensure a competitive edge. Team Development & Performance Management: - Build and lead a high-performing agency sales team, ensuring proper recruitment, onboarding, and training of agents. - Implement training programs to enhance agents product knowledge, sales techniques, and customer service. - Monitor individual and team performance, providing guidance and support to overcome challenges and achieve targets. - Conduct performance appraisals and provide feedback for continuous improvement. Channel Development & Relationship Management: - Foster strong relationships with key agency stakeholders, including agents, managers, and business partners. - Ensure the agency network is growing and expanding through recruitment, onboarding, and retention strategies. - Drive new business acquisition and ensure the development of a robust agency network for continued growth. - Regularly visit agents, agencies, and key partners to maintain relationships and ensure business alignment. Sales Operations & Reporting: - Oversee the operational aspects of the agency channel, ensuring that agents adhere to compliance and regulatory standards. - Monitor and analyze sales data and provide timely reports to senior management regarding sales performance, challenges, and opportunities. - Collaborate with other departments such as marketing, underwriting, and customer service to ensure the smooth operation of the agency channel. Customer Experience & Retention: - Focus on customer satisfaction and retention by ensuring that the agency network delivers superior service and meets customer expectations. - Drive initiatives for improving the customer experience and ensuring the agency channel remains competitive in terms of product offerings and service. Market Analysis & Innovation: - Stay up to date with industry trends, competitor activities, and regulatory changes to ensure the agency channel remains adaptable and competitive. - Innovate and introduce new sales strategies and tools to improve productivity, enhance customer engagement, and increase market penetration. Apply Save

Livlong insurance pvt,ltd Designation-unit manager and area manager ctc-7-12 lpa Key Responsibilities: Sales & Business Development: Driving sales of insurance products (life, non-life, or health) through the broking channel. Recruitment & Training: Identifying, recruiting, and onboarding new insurance agents or agencies. Relationship Management: Building and maintaining strong relationships with key brokers and their teams. Sales Targets: Achieving monthly, quarterly, and annual sales targets. Compliance & Training: Ensuring compliance with company policies and providing training to agents on products, processes, and sales techniques. Performance Management: Tracking sales performance, identifying areas for improvement, and implementing strategies to optimize productivity. Customer Service: Addressing customer queries and ensuring a positive experience through the broking channel. Product Knowledge: Staying up-to-date on industry trends, product knowledge, and competitor activities. Reporting & Documentation: Maintaining records of sales activities, broker interactions, and other relevant data.

PNB MET LIFE Insurance Des : Senior relationship Officer Ctc : 5 lpa Key Responsibilities: Relationship Management: Developing and maintaining strong relationships withbankbranch managers and other relevant staff. Sales Generation: Driving sales of insurance products (life, health, etc.) through thebank's customer base. Product Training: Educatingbankstaff about the features, benefits, and sales processes of insurance products. Sales Support: Assistingbankstaff with customer interactions, providing necessary information and documentation. Target Achievement: Meeting or exceeding sales targets for various insurance products. Compliance: Ensuring all sales activities adhere to banking regulations and company policies. Lead Generation: Identifying and qualifying potential customers within thebank's customer base. Market Research: Understanding the competitive landscape and identifying opportunities for growth. Reporting: Providing regular updates to senior management on sales performance and market trends. Cross-selling and Up-selling: Identifying opportunities to offer additional insurance products to existing customers. Skills and Qualifications: