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8.0 - 17.0 years
4 Lacs
kolkata
Work from Office
Job Purpose Achieving growth and hitting sales target by successfully managing the sales team designing and implementing sales plan that expands companys customer base and insure its strong presence managing recruitment objective setting coaching and performance monitoring of MDP sale team & to create spaces for all brands within allocated place in order to ensure the growth of the AFS channel &MBO Channel. Job Context & Major Challenges MARKET SCENARIO With multiplicity and proliferation of Retailers and Brand Owners, the demand for Retail Space has seen unprecedented pressure in all markets be it in established high streets. This has led to the multiple challenges of obtaining the right sp...
Posted 2 weeks ago
4.0 - 8.0 years
4 - 9 Lacs
ludhiana
Work from Office
Job Purpose Job Purpose Description Job Purpose To derive Insurance Business from assigned Relationship/Channel partner in an area or zone, to convince the relationship so they can convince their customer to invest in Birla Sunlife Insurance. To ensure all the pre and post sales support and services to the relationship as well as to the clients along with the team dedicated to the relationship. Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter. Job Context & Major Challenges Job Context: To derive Insurance Business from assigned Relationship/Channel partner in an area or zone, to convince the relationship so they can convin...
Posted 2 weeks ago
1.0 - 6.0 years
3 - 4 Lacs
guwahati
Work from Office
Sales Execution Conduct trainings for all Dealer partners about regulatory guidelines and products. Able to activate the dealers through R&R activities to increase the penetration. Goal achievement & Campaigning Focus on movement of existing dealers within bands to ensure profitability. Cascading the channels strategy and key focus areas for the achievement of set goals Operations management Put in place real time MIS & reports to ensure information available at all times on all performance or productivity parameters. Organize structured periodic meeting to resolve service related issues and escalations Relationship Management Assist the Dealers in pitching product to crucial customers & dri...
Posted 2 weeks ago
4.0 - 10.0 years
3 - 4 Lacs
thane
Work from Office
Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New A...
Posted 2 weeks ago
2.0 - 6.0 years
3 - 4 Lacs
mumbai
Work from Office
Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New A...
Posted 2 weeks ago
7.0 - 9.0 years
5 - 6 Lacs
patna
Work from Office
About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling The NRI RM will be responsible for identification of potential cus...
Posted 2 weeks ago
6.0 - 10.0 years
18 - 20 Lacs
mumbai
Work from Office
The role is responsible for achieving annual sales targets within the assigned territory by driving channel growth, developing the sales team, enhancing customer engagement, and ensuring strong process compliance. Key Responsibilities: Achieve sales targets across Dental Clinics, Institutions (Colleges & Hospitals), and Resellers within the assigned region. Identify, pursue, and convert new business opportunities; maintain accurate opportunity pipelines in CRM. Execute sales and marketing programs in collaboration with Marketing and Regional Sales teams to accelerate category growth. Build and sustain long-term relationships with key customers to ensure repeat business and product penetratio...
Posted 2 weeks ago
3.0 - 4.0 years
6 - 11 Lacs
tiruchirapalli
Work from Office
Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner KEY RESPONSIBILITIES Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate.a Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductio...
Posted 2 weeks ago
6.0 - 10.0 years
3 Lacs
chennai
Work from Office
Manage the Group business with the Bank employees Liaison with different departments for closure of the cases Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner. Coordinate and train key officials (ASSL, DSA, other bank officials) to enhance their understanding of the business to increase seller activisation Provide market feedback on competition and other products in the market. Manage and strengthen relationship through engagement with Partner s Zonal Leadership team, Ops & Credit Team, DSAs, SMs, Field Sales Staff at all levels and across functions. Values add in key initiativ...
Posted 2 weeks ago
1.0 - 3.0 years
4 Lacs
madurai
Work from Office
Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuit...
Posted 2 weeks ago
6.0 - 10.0 years
3 Lacs
pune
Work from Office
Principal Accountabilities How they are achieved/measured Manage the Group business with the Bank employees Liaison with different departments for closure of the cases Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner. Coordinate and train key officials (ASSL, DSA, other bank officials) to enhance their understanding of the business to increase seller activisation Provide market feedback on competition and other products in the market. Manage and strengthen relationship through engagement with Partner s Zonal Leadership team, Ops & Credit Team, DSAs, SMs, Field Sales Staff at al...
Posted 2 weeks ago
0.0 - 2.0 years
3 Lacs
kolhapur
Work from Office
Identify and target ideal customer segments for prospecting and lead generation. Develop value matrix and sales funnel strategy for product penetration. Build and maintain a comprehensive business database. Collect monthly Market Operating Prices (MOP) from key Dealers. Shortlist prospective Tinting Machines outlets and conduct credit risk assessments. Gather benchmark data on credit terms and inventory management practices. Lead and manage a team of Dealer Development Executives (DDEs). Present monthly trade schemes and track performance with dashboards. Achieve value volume and Reach Targets for the territory. Coordinate booking, installation, and nurturing of Tinting Machines. Analyze and...
Posted 2 weeks ago
0.0 - 3.0 years
9 - 13 Lacs
cuttack, mumbai, hyderabad
Work from Office
Assisting team in day to day tasks and coordinating with RMs for activities related to business. Document collection from client and to ensure completion of all the documents along with signatures and stamps. To ensure documentation is completed with utmost accuracy and to ensure the case is cleared in first pass. Coordinating with the internal teams for documentation to ensure smooth processing of client transactions. To understand clients business & provide appropriate working capital and business loan solutions. Deal across secured and unsecured lending such as Fund/ non-Fund based products like Cash Credit, Demand Loan, BG etc. Work closely with Branch Banking teams for new customer addi...
Posted 2 weeks ago
0.0 - 3.0 years
9 - 13 Lacs
mumbai, new delhi, hyderabad
Work from Office
Assisting team in day to day tasks and coordinating with RMs for activities related to business. Document collection from client and to ensure completion of all the documents along with signatures and stamps. To ensure documentation is completed with utmost accuracy and to ensure the case is cleared in first pass. Coordinating with the internal teams for documentation to ensure smooth processing of client transactions. To understand clients business & provide appropriate working capital and business loan solutions. Deal across secured and unsecured lending such as Fund/ non-Fund based products like Cash Credit, Demand Loan, BG etc. Work closely with Branch Banking teams for new customer addi...
Posted 2 weeks ago
8.0 - 13.0 years
10 - 15 Lacs
hyderabad
Work from Office
Achieving growth and hitting sales target by successfully managing the sales team designing and implementing sales plan that expands companys customer base and insure its strong presence managing recruitment objective setting coaching and performance monitoring of MDP sale team & to create spaces for all brands within allocated place in order to ensure the growth of the AFS channel &MBO Channel. Job Context & Major Challenges MARKET SCENARIO With multiplicity and proliferation of Retailers and Brand Owners, the demand for Retail Space has seen unprecedented pressure in all markets be it in established high streets. This has led to the multiple challenges of obtaining the right space with the...
Posted 2 weeks ago
0.0 - 5.0 years
13 - 17 Lacs
mumbai
Work from Office
We are seeking a dynamic and experienced Team Lead to manage a team of Business Relationship Managers (BRMs) focused on loan sales in the healthcare segment The role involves leading a team of 3 5 BRMs, driving productivity, and delivering tailored ficial solutions such as machinery/equipment loans and infrastructure funding The ideal candidate will have strong knowledge of the local market, particularly in healthcare, and will work closely with DSAs, branch banking teams, equipment manufacturers, and vendors to acquire new customers The role also includes cross-selling banking products, building relationships with key stakeholders, and ensuring continuous process improvement and portfolio g...
Posted 2 weeks ago
1.0 - 3.0 years
3 - 5 Lacs
kurnool
Work from Office
Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuit...
Posted 2 weeks ago
2.0 - 4.0 years
4 - 7 Lacs
chandigarh
Work from Office
The Bancassurance Department within Axis Max Life Insurance plays a critical role in driving the distribution of life insurance products through our strategic partnership with Yes Bank. This department leverages Yes Bank s existing customer base and infrastructure to offer insurance solutions. Bancassurance Department serves as a bridge between Axis Max Life Insurance Company and Yes Bank, ensuring that insurance products are effectively marketed and sold to a wide customer base, while maintaining high standards of customer service, compliance, and performance. Below is a summary of the key functions typically performed by the Bancassurance Department Sales and Distribution Management Custom...
Posted 2 weeks ago
3.0 - 4.0 years
6 - 11 Lacs
coimbatore
Work from Office
Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate.a Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations 15th Month collec...
Posted 2 weeks ago
2.0 - 6.0 years
2 - 4 Lacs
chandigarh
Work from Office
Execution Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with Bajaj General Insurance Limited Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; ...
Posted 2 weeks ago
1.0 - 5.0 years
3 - 4 Lacs
amritsar
Work from Office
Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate. Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions. Key skills required Communication skills Strategic thinking Product Knowledge Problem solving Time management Customer relationship managem...
Posted 2 weeks ago
0.0 - 2.0 years
8 - 9 Lacs
new delhi, gurugram
Work from Office
Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking Cross sells bank products to existing set of Corp Sal customers which are mapped Handle Investment and Insurance requirements of clients Informs customers of new products or product enhancements to further expand the banking relationship Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products Goes beyond the professional need of the customer by providing other products - enhancement of customer value Maintains complete relationship record for assigned customer accounts Penetration of group/family account of the existi...
Posted 2 weeks ago
6.0 - 13.0 years
8 - 9 Lacs
mumbai
Work from Office
The Acquisition Manager Business Banking is responsible for driving the growth of the deposit base and cross-selling ficial products to business banking customers. This role involves managing branch operations, ensuring regulatory compliance, and achieving profitability targets. The ideal candidate will have strong sales experience in retail liabilities, leadership capabilities, and a deep understanding of ficial markets and instruments. Enhance the deposit pool by acquiring and managing business banking customers. Drive cross-selling of non-deposit products including mutual funds, insurance, and other third-party offerings. Generate fee income through effective product penetration and custo...
Posted 2 weeks ago
1.0 - 3.0 years
3 - 5 Lacs
hosur
Work from Office
As a Relationship Officer for Kotak 811 Digital Sales, you will be responsible for acquiring new customers through open market activities and driving sales of ficial products This is a high-energy, field-based role focused on building relationships, achieving sales targets, and expanding the bank s digital footprint Conduct 100% field-based customer acquisition for Savings and Current Accounts through:Canopy and Umbrella activitiesCold callingReferrals and open market sourcing Drive cross-selling of ficial products such as:Life Insurance (LI)General Insurance (GI)Systematic Investment Plans (SIP)Personal Loans (PL)Fixed Deposits (FD)Work within assigned geographical areas (mapped by pin code...
Posted 2 weeks ago
6.0 - 13.0 years
8 - 9 Lacs
mumbai
Work from Office
The Premier Acquisition Manager Business Banking is responsible for acquiring and managing high-value Current Account (CA) customers and driving business banking product penetration The role involves sourcing new-to-bank customers, building family banking relationships, and generating revenue through cross-sell and third-party products The candidate should have strong customer orientation, high energy levels, and prior experience in sourcing and managing business banking clients Achieve business objectives for Retail Liabilities Sales at the branch level, focusing on value, volume, and channel productivity Source and onboard high-value Current Account customers and their family banking relat...
Posted 2 weeks ago
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