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1.0 - 5.0 years
3 - 4 Lacs
Mumbai
Work from Office
Job Title Relationship Associate/ Associate Sales Manager/Financial Sales Manage JOB SUMMARY 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. 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 collectio
Posted 1 month ago
3.0 - 10.0 years
10 - 11 Lacs
Kochi
Work from Office
Career Opportunities Position Branch Relationship Manager Location Department Customer Advisory Team Band 4A Reporting to Territory Manager ( Customer Advisory Team) JOB SUMMARY Is responsible for managing, developing & supervising the team with a key focus on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets. KEY RESPONSIBILITIES Identify, interview and select sales executives with support from HR. To meet the following productivity measures for the unit Premium per executive, case rate, persistency, retention and a high % of executives exceeding planned productivity standards Exceed revenue targets Undertake joint field work with executives and observe/demonstrate successful selling skills Conduct Fortnightly performance review (PRP) with executives Help executives use the GOLD system for maximizing business from a given target market Supervise daily activity plan of all executives to ensure that these are being fulfilled as per the desired levels Ensure that all executives under supervision perform 100% as per the company s rules and regulations wrt. Need based selling, Compliance and Customer service Effectively manage, track and convert leads provided by the in-house telemarketing unit. Engage with customers to provide quick response to customer queries, provide customer service. Assist in Direct customer service policyholder s complaint resolution. Ensure retention of in his allocated book of relations. Educate team/ prospects about MNYL products vis- -vis products of competition to enable them in taking appropriate decisions MEASURES OF SUCCESS Target Achievements (Adj. AFYP, NOP, % Penetration in assigned book of relations of team & Product Mix) Team G3 standard productivity (mainly case rate, case size & Collections) and % of executives consistently achieving G3 standards. Retention of Team Persistency of Portfolio Process Compliance Timeliness & accuracy of reports % Collection (Plan Vs Actual) Complaint Resolution /Customer satisfaction Self Development Induction / Certifications / Trainings / Completion of Licensing DESIRED QUALIFICATIONS AND EXPERIENCE Graduate preferably with an MBA degree Total experience should be 8-10 Yrs with min. 3- 5 years experience in handling of Sales Reps/Agents/DSAs. KNOWLEDGE / SKILLS / ABILITIES Familiarity with the local market Ability to supervise, develop & motivate team. Result Orientation Leadership ability Disciplined, structured & process driven Career Opportunities Position Branch Relationship Manager Location Department Customer Advisory Team Band 4A Reporting to Territory Manager ( Customer Advisory Team) JOB SUMMARY Is responsible for managing, developing & supervising the team with a key focus on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets. KEY RESPONSIBILITIES Identify, interview and select sales executives with support from HR. To meet the following productivity measures for the unit Premium per executive, case rate, persistency, retention and a high % of executives exceeding planned productivity standards Exceed revenue targets Undertake joint field work with executives and observe/demonstrate successful selling skills Conduct Fortnightly performance review (PRP) with executives Help executives use the GOLD system for maximizing business from a given target market Supervise daily activity plan of all executives to ensure that these are being fulfilled as per the desired levels Ensure that all executives under supervision perform 100% as per the company s rules and regulations wrt. Need based selling, Compliance and Customer service Effectively manage, track and convert leads provided by the in-house telemarketing unit. Engage with customers to provide quick response to customer queries, provide customer service. Assist in Direct customer service policyholder s complaint resolution. Ensure retention of in his allocated book of relations. Educate team/ prospects about MNYL products vis- -vis products of competition to enable them in taking appropriate decisions MEASURES OF SUCCESS Target Achievements (Adj. AFYP, NOP, % Penetration in assigned book of relations of team & Product Mix) Team G3 standard productivity (mainly case rate, case size & Collections) and % of executives consistently achieving G3 standards. Retention of Team Persistency of Portfolio Process Compliance Timeliness & accuracy of reports % Collection (Plan Vs Actual) Complaint Resolution /Customer satisfaction Self Development Induction / Certifications / Trainings / Completion of Licensing DESIRED QUALIFICATIONS AND EXPERIENCE Graduate preferably with an MBA degree Total experience should be 8-10 Yrs with min. 3- 5 years experience in handling of Sales Reps/Agents/DSAs. KNOWLEDGE / SKILLS / ABILITIES Familiarity with the local market Ability to supervise, develop & motivate team. Result Orientation Leadership ability Disciplined, structured & process driven
Posted 1 month ago
2.0 - 5.0 years
3 - 30 Lacs
Kottayam
Work from Office
JOB DESCRIPTION Job Title Relationship Associate Band 5 Reporting To Centre Manager Department Bancassurance - Ujjivan/TMB/ DCB/SIB JOB SUMMARY 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 Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance JOB DESCRIPTION Job Title Relationship Associate Band 5 Reporting To Centre Manager Department Bancassurance - Ujjivan/TMB/ DCB/SIB JOB SUMMARY 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 Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance
Posted 1 month ago
2.0 - 5.0 years
4 - 30 Lacs
Mumbai
Work from Office
JOB SUMMARY 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 Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 2 to 5 years of insurance experience Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance JOB SUMMARY 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 Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 2 to 5 years of insurance experience Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance
Posted 1 month ago
8.0 - 13.0 years
10 - 15 Lacs
Gurugram, Bengaluru
Work from Office
Hello, Truecaller is calling you from Bangalore / Gurgaon, India! Ready to pick up Our goal is to make communication smarter, safer, and more efficient, all while building trust everywhere. Were all about bringing you smart services with a big social impact, keeping you safe from fraud, harassment, scam calls or messages, so you can focus on the conversations that matter. Top 20 most downloaded apps globally, and world s #1 caller ID and spam-blocking service for Android and iOS, with extensive AI capabilities, with more than 450 million active users per month. Founded in 2009, listed on Nasdaq OMX Stockholm and is categorized as a Large Cap. Our focus on innovation, operational excellence, sustainable growth, and collaboration has resulted in consistently high profitability and strong EBITDA margins. A team of 400 people from ~35 different nationalities spread across our headquarters in Stockholm and offices in Bangalore, Mumbai, Gurgaon and Tel Aviv with high ambitions. We at Truecaller for Business focus on providing value to large enterprise businesses, by improving how they communicate with their customers. They leverage the power of the Truecaller platform to grow business for enterprise customers. This ranges from controlling their appearance on Truecaller as a verified business to increasing call efficiency and customer engagement by enabling trusted and contextually relevant communication with their customers. This is an exciting role for anyone looking to build a world-class career in Customer Success function focusing on international markets. This role is critical as we are looking at scaling up our businesses in various ROW markets. The role involves working with multiple stakeholders and teams internally/externally. As a Senior Customer Success Manager , you will play a key role in building a scalable and velocity driven world class customer success function in the Enterprise Solutions Business Unit at Truecaller. What you bring in: 8+ years of professional experience. 3+ years of good track record of working with a high velocity Customer Success team. Must have 3+ years of working with clients in the global market. Good experience in the SaaS/ Software product domain. Have a consultative approach while helping customers onboard and use the product, ensuring they are able to derive substantial value from the platform. Ability to understand client s business model and mode of operation so that the same is translated into relevant use cases Ability to effectively interact with customers of varied nationalities of various sizes from a wide variety of sectors. Ability to map the organization for all relevant stakeholders, decision-makers, influencers and power users for deeper account penetration. Ability to use automation tools as part of the customer success life cycle. Must have excellent organizational skills, attention to detail and the ability to prioritize in a changing environment. Excellent communication and negotiation skills. Demonstrated operational excellence in analytical thinking, process compliance and improvement, problem solving and planning Ability to understand and speak Arabic The impact you will create: Responsible for building and nurturing relations with customers, key personnel within customer companies post sales cycle. Help customers on-board seamlessly on Truecaller s enterprise product with complete process compliance. Develops and maintains customer relationships, ensuring that all assigned customer accounts are obtaining value and being responsible for customer satisfaction. Good at understanding product feedback from customers and working with the product team for evaluation and action. Co-own with the Sales team to identify opportunities for sales upgrades and cross sells . Proactively manage churn across customers. Understand customer needs or demands and ensure customers are serviced in a timely manner. Conduct joint business reviews to ensure customers are satisfied with Truecaller s enterprise products and services. Measure effectiveness of client success for operational metrics such as churn/ revenue management, retention, NPS(Net Promoter Score) and legal and financial compliances It would be great if you also have: Experience with cPaaS domain is a plus Exposure to technology driven business models. Good understanding of mobile and communication platform technologies. Life at Truecaller - Behind the code: https: / / www.instagram.com / lifeattruecaller / Sounds like your dream job We will fill the position as soon as we find the right candidate, so please send your application as soon as possible. As part of the recruitment process, we will conduct a background check. This position is based in Bangalore / Gurgaon, India. We only accept applications in English. What we offer: A smart, talented and agile team: An international team where ~35 nationalities are working together in several locations and time zones with a learning, sharing and fun environment. A great compensation package: Competitive salary, 30 days of paid vacation, flexible working hours, private health insurance, parental leave, telephone bill reimbursement, Udemy membership to keep learning and improving and Wellness allowance. Great tech tools: Pick the computer and phone that you fancy the most within our budget ranges. Office life: Enjoy your days with breakfast, lunch and a wide range of yummy snacks and beverages, and have fun at our playroom! As well, exciting company parties and team activities such as Lab days, Running team, Geek lunch! Come as you are: Truecaller is diverse, equal and inclusive. We need a wide variety of backgrounds, perspectives, beliefs and experiences in order to keep building our great products. No matter where you are based, which language you speak, your accent, race, religion, color, nationality, gender, sexual orientation, age, marital status, etc . All those things make you who you are, and that s why we would love to meet you.
Posted 1 month ago
6.0 - 12.0 years
8 - 14 Lacs
Kolkata
Work from Office
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 across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose: To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having a total relationship value => INR 30 lakhs through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. Key Accountabilities Acquire and upgrade quality Treasures clients in the branch location areas Engage with existing customers to deepen the wallet share through retention and growth of of Total Relationship Value (TRV). Accountable for achieving annual volume and revenue objective. Ensure Savings Book and loan book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS processes. Job Duties: Establish, manage and grow the TRV of the elite Treasures Client segment by acquiring and nurturing the clients having AUM => INR 10 M Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients. Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements. Ensure internal and regulatory compliance and address operational risks if any. Requirements: 6-12 years of experience in HNI Sales / Wealth Management / Private Banking segment. Sound understanding of financial planning and wealth management products in India In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage. Education / Preferred Qualification Graduate / Postgraduate with MBA in relevant field Core Competencies Effective probing and listening skills. Strong Relationship Management and influencing skills Self-driven and ambitious. Good written and verbal communication skills Results-oriented, analytical and ability to deliver results under pressure Understanding of competitive positioning Strong service orientation, customer-centric behavior. DBS India - Culture & Behavior Performance through Value Based Propositions Ensure customer focus by delighting customers & reduce complaints. Build pride and passion to protect, maintain and enhance DBS image and reputation. Enhance knowledge base, build skill sets & develop competencies. Execute at speed while maintaining error free operations.
Posted 1 month ago
4.0 - 9.0 years
20 - 25 Lacs
Jaipur
Work from Office
We are seeking proven sales performers to help us grow our loyal customer base for our ESMB segment in North India. This is a role for someone who is a hunter and hungry for new business success. Responsibilities include generating new business in new accounts and also expanding the footprint inside existing customers, as we'll as playing a key role as you drive strategic CRM initiatives for companies across the North India market. This is a role for someone who can see the value of Cloud Computing and who can be a combination salesperson and evangelist to get the Salesforce penetration into the sector growing even more. On top of your own business development, we provide a range of support functions to help create and drive opportunities from internal sales support to highly skilled pre-sales so it is not just you against the world. Responsibilities: - Developing and managing relationships within our ESMB segment focusing on customers in North India. - Managing complex sales-cycles and presenting to C-level executives the value of our enterprise suite of applications. - Forecast sales activity and revenue achievement in Salesforce, while creating satisfied and reference-able customers. - Demonstrating our product via the Web. Requirements: - Degree or equivalent relevant experience required. Experience will be evaluated based on the core proficiencies or the role (eg extracurricular leadership roles, military experience, volunteer roles, work experience, etc) - 4 to 9 years of experience carrying quota and closing deals in software (business applications preferred) or technology sales. - Successful track-record managing deals with customers in North India. - Consistently over-achieved quota (top 10-20% of company) in past positions. - Experience managing and closing complex sales-cycles. Desired Skills: - Strong and demonstrated written and verbal communications skills. - Previous Sales Methodology training preferred. - CRM experience preferred. - Ability to work in a fast pace, team environment. - Strong customer references. - Strong computer skills, including CRM, Microsoft Word, PowerPoint and Excel
Posted 1 month ago
3.0 - 8.0 years
5 - 10 Lacs
Siliguri
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 BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership New Acquisition Banking Partners 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 Relationship Management 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
Posted 1 month ago
3.0 - 8.0 years
5 - 10 Lacs
Patna
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 BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership New Acquisition Banking Partners 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 Relationship Management 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
Posted 1 month ago
3.0 - 8.0 years
5 - 10 Lacs
Kolkata
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 BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership New Acquisition Banking Partners 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 Relationship Management 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
Posted 1 month ago
3.0 - 8.0 years
5 - 10 Lacs
Kharagpur
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 BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership New Acquisition Banking Partners 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 Relationship Management 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
Posted 1 month ago
3.0 - 8.0 years
5 - 10 Lacs
Raipur
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 BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership New Acquisition Banking Partners 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 Relationship Management 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
Posted 1 month ago
3.0 - 8.0 years
5 - 10 Lacs
Kolkata, Chennai
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 BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership New Acquisition Banking Partners 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 Relationship Management 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
Posted 1 month ago
3.0 - 8.0 years
5 - 10 Lacs
Guwahati
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 BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership New Acquisition Banking Partners 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 Relationship Management 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
Posted 1 month ago
2.0 - 5.0 years
5 - 9 Lacs
Mumbai
Work from Office
The CoinDCX Journey: Building Tomorrow, todayAt CoinDCX, we believe CHANGE STARTS TOGETHER . You are the driving force that will help us make Web3 accessible to all.In the last six years, we have skyrocketed from being India s first crypto unicorn to carrying a community of over 125 million with us. To continue maximising the adoption and acceleration of Web3, we are now focused on developing cutting-edge products, addressing accessibility and security challenges, and bridging the gap between people and Web3 technologies. While we go ahead and keep dominating the Web3 world, we would like to HODL you on our team! Join our team of passionate innovators who are breaking barriers and building the future of Web3. Together, we will make the complex simple, the inaccessible accessible, and the impossible possible. Boost your innovation to an ALL TIME HIGH with us! Inside CoinDCX s Business and Strategic Alliances TeamOur Business and Strategic Alliances team drives innovation by forging key partnerships that enhance our offerings and market reach. We thrive on collaboration and strategic thinking to create value for CoinDCX and our partners. If you re a visionary with a knack for building meaningful alliances, join us in driving the strategic direction of digital finance.Be Part of the Next Moonshot:This role will be responsible for Key Account Management of HNI / UHNI clients / Family Offices / Institutional Investors.This involves servicing all operational needs of the client and also pitching VDA Investments and related products to these clients to generate both fresh AUM as well as fee income for the platform.You need to be a HODLer of these * 2-5 years of experience in Private Banking, Wealth Management, Financial Services or Investment Advisory, preferably with a focus on HNI clients / Institutional business * Key Accounts Management experience is essential * Ability to thrive in a 0 to 1 business vertical with ambitious goals * Understanding of crypto and blockchain is a plus * Bachelors degree in Business Administration, Finance, Economics, or a related field with more than 2 years of work experience. * MBA fresher can also apply.You will be mining through these tasks * Cultivate, manage, and expand relationships with HNI / UHNI clients / Family Offices / Institutional Investors, providing them with personalized investment solutions and services. * Reviewing product penetration for the assigned users and deepen the existing relationships by cross-selling CoinDCX s products and services * Design customized investment portfolios based on each clients financial goals, objectives and risk appetites. Ensure Implementation of these asset allocation strategies and investment plans. * Maintaining relationships with the existing users through multiple channels like mailers and phone calls and sharing knowledge with them on product updates, new listings, etc. * Collaborate with internal teams, including compliance, operations and product to ensure seamless client support. * Maintain an expertise in knowledge of financial markets, products & competitor offerings to assist in meaningful dialogue with clients * Ensure 100% regulatory compliance.Are you the one? Our missing block * You are knowledge-hungry when it comes to VDA and Web3, always eager to dive deeper and stay ahead in this evolving space. * The world of Web3 and VDA excites you, fueling your curiosity and driving you to explore new opportunities within this dynamic landscape. * You act like an owner, constantly striving for excellence, impact, and tangible results in everything you do. * You embrace a We over Me mindset, growing individually while fostering the growth of those around you. * Change is your catalyst, igniting your passion to build and innovate. * You think outside the box, unbound by limitations or doubt, always pushing the boundaries of what s possible.Perks That Empower YouOur benefits are designed to make a lasting impact on your life, giving you the freedom to create a work-life balance that truly suits you. * Design Your Own Benefit: Tailor your perk package to fit your unique needs. Whether you re eyeing a new gadget or welcoming a furry friend into your life, our flexible benefits ensure that you can prioritize what matters most to you. * Unlimited Wellness Leaves: We believe in the power of well-being. Take the time you need to recharge, knowing that your health is our priority. With unlimited wellness leaves, you can return refreshed, ready to build and grow. * Mental Wellness Support: Your mental health is as important as your professional growth. Benefit from access to health experts, free counseling sessions, monthly wellness workshops, and regular team outings, all designed to help you stay balanced and connected. * Bi-Weekly Learning Sessions: These sessions are more than just updates they re opportunities to fuel your growth. Stay ahead with the latest industry knowledge, sharpen your skills, and accelerate your career in an ever-evolving landscape.
Posted 1 month ago
1.0 - 3.0 years
3 - 5 Lacs
Kochi
Work from Office
OB SUMMARY 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 Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance OB SUMMARY 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 Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance
Posted 1 month ago
1.0 - 2.0 years
3 - 4 Lacs
Noida
Work from Office
A value which is all about being boundary-less in approach by going beyond one s direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships. Customer Obession It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight. Growth Mindset A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts & demonstrate courage to achieve exceptional results. It is about seeking & creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture. Job Summary NA Key Responsibilities/ Key Deliverables Will be responsible for meeting sales target through Bank s FOS. Will be responsible for maintaining relationships with all corporate salary team in the assigned Bank Branches Keeping accurate record of referrals received from all corporate salary team in the assigned bank branches. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s corporate salary customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. Measures of Success Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Corporate Salary Manager Effective Lead generation and meet value / number targets Job Specifications Graduate in any discipline 1 to 2 yrs of overall exp. in sales with a minimum of 6 months work experience in the fields of Banca, Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship. Corporate salary experience preferred Knowledge & Skill Matrix NA
Posted 1 month ago
3.0 - 8.0 years
5 - 10 Lacs
Noida
Work from Office
Job Description Job Title Associate Sales Manager Location Branch Name (as per requirement) Department Bancassurance Function Bancassurance YBL Branch Banking - Sales Reporting to Center Manager Band 5A Function Summary Introduction 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 Customer Relationship Management Compliance and Regulatory Oversight Job Summary 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. 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 management Deal closing skills Goal oriented Customer centricity. Desired qualification and experience Graduate/ Post Graduate in any discipline 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance About Axis Max Life Insurance Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a Joint Venture between Max Financial Services Limited ( MFSL ) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com. #ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply Job Description Job Title Associate Sales Manager Location Branch Name (as per requirement) Department Bancassurance Function Bancassurance YBL Branch Banking - Sales Reporting to Center Manager Band 5A Function Summary Introduction 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 Customer Relationship Management Compliance and Regulatory Oversight Job Summary 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. 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 management Deal closing skills Goal oriented Customer centricity. Desired qualification and experience Graduate/ Post Graduate in any discipline 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance About Axis Max Life Insurance Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a Joint Venture between Max Financial Services Limited ( MFSL ) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com. #ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply
Posted 1 month ago
4.0 - 9.0 years
4 - 8 Lacs
Jaipur
Work from Office
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Sales Job Details About Salesforce . Location - Jaipur We are seeking proven sales performers to help us grow our loyal customer base for our ESMB segment in North India. This is a role for someone who is a hunter and hungry for new business success. Responsibilities include generating new business in new accounts and also expanding the footprint inside existing customers, as well as playing a key role as you drive strategic CRM initiatives for companies across the North India market. This is a role for someone who can see the value of Cloud Computing and who can be a combination salesperson and evangelist to get the Salesforce penetration into the sector growing even more. On top of your own business development, we provide a range of support functions to help create and drive opportunities from internal sales support to highly skilled pre-sales so it is not just you against the world. Responsibilities: - Developing and managing relationships within our ESMB segment focusing on customers in North India. - Managing complex sales-cycles and presenting to C-level executives the value of our enterprise suite of applications. - Forecast sales activity and revenue achievement in Salesforce, while creating satisfied and reference-able customers. - Demonstrating our product via the Web. Requirements: - Degree or equivalent relevant experience required. Experience will be evaluated based on the core proficiencies or the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.) - 4 to 9 years of experience carrying quota and closing deals in software (business applications preferred) or technology sales. - Successful track-record managing deals with customers in North India. - Consistently over-achieved quota (top 10-20% of company) in past positions. - Experience managing and closing complex sales-cycles. Desired Skills: - Strong and demonstrated written and verbal communications skills. - Previous Sales Methodology training preferred. - CRM experience preferred. - Ability to work in a fast pace, team environment. - Strong customer references. - Strong computer skills, including CRM, Microsoft Word, PowerPoint and Excel. About Salesforce: Salesforce, the Customer Success Platform and worlds #1 CRM, empowers companies to connect with their customers in a whole new way. The company was founded on three disruptive ideas: a new technology model in cloud computing, a pay-as-you-go business model, and a new integrated corporate philanthropy model. These founding principles have taken our company to great heights, including being named one of Forbes s World s Most Innovative Company six years in a row and one of Fortune s 100 Best Companies to Work For nine years in a row. We are the fastest growing of the top 10 enterprise software companies, and this level of growth equals incredible opportunities to grow a career at Salesforce. Together, with our whole Ohana (Hawaiian for "family") made up of our employees, customers, partners and communities, we are working to improve the state of the world. Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactlyIt means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that s inclusive, and free from discrimination.
Posted 1 month ago
6.0 - 8.0 years
8 - 10 Lacs
Bengaluru
Work from Office
About ColorTokens: At ColorTokens, we empower businesses to stay operational and resilient in an increasingly complex cybersecurity landscape. Breaches happen but with our cutting-edge ColorTokens Xshield platform, companies can minimize the impact of breaches by preventing the lateral spread of ransomware and advanced malware. We enable organizations to continue operating while breaches are contained, ensuring critical assets remain protected.Our innovative platform provides unparalleled visibility into traffic patterns between workloads, OT/IoT/IoMT devices, and users, allowing businesses to enforce granular micro-perimeters, swiftly isolate key assets, and respond to breaches with agility. Recognized as a Leader in the Forrester Wave : Microsegmentation Solutions (Q3 2024), ColorTokens safeguards global enterprises and delivers significant savings by preventing costly disruptions. Join us in transforming cybersecurity. Learn more at www.colortokens.com. Our Culture We foster an environment that values customer focus, innovation, collaboration, mutual respect, and informed decision-making. We believe in alignment and empowerment so you can own and drive initiatives autonomously.Self-starters and high-motivated individuals will enjoy the rewarding experience of solving complex challenges that protect some of world s impactful organizations be it a children s hospital, or a city, or the D fense department of an entire country. Job Description: Skills Required: Red Team Operations Certified, Red Team Ops Certified, OSCP, Offensive Security Certified Professional, MITRE ATT&CK, OPSEC, Operational Security Experience Range : 6-8 years Location: Bangalore Work mode: Work from Office (hybrid Key Responsibilities: Plan and execute red team exercises simulating real-world threat actor behaviors. Conduct comprehensive penetration tests on internal and external networks, applications (web, mobile, APIs), and cloud environments. Identify and exploit security flaws to assess the effectiveness of preventive and detective controls. Develop custom tools, scripts, and techniques to aid in assessments and evade detection. Collaborate with blue teams to improve detection and response capabilities. Prepare detailed reports outlining findings, proof-of-concepts, and recommended mitigations. Stay current on emerging threats, offensive tactics, tools, and vulnerabilities. Assist with purple teaming and adversary emulation exercises. Requirements: Bachelors degree in Cybersecurity, Computer Science, or related field (or equivalent experience). 6+ years of hands-on experience in red teaming, offensive security, Infrastructure web application, API, Cloud Pentesting. Proficient in tools such as Cobalt Strike, Metasploit, Nessus, Burp Suite, Nmap, Active directory assessment, and custom scripting (Python, PowerShell, Bash). Strong understanding of MITRE ATT&CK framework, threat and adversary emulation. Knowledge of Windows and Linux internals, Active Directory, and cloud platforms (AWS/Azure/GCP). Familiarity with social engineering tactics and phishing and physically security (a plus). Having experience in creating documentations for services. Certifications (Preferred): OSCP (mandatory)CRTP , OSCE, OSEP, CRTE, GPEN, GXPN, or equivalent.
Posted 1 month ago
2.0 - 5.0 years
13 - 17 Lacs
Ahmedabad
Work from Office
To drive sales and ensure business targets are achieved for their region Core Responsibilities: Sales Process Management Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships. Retain and expand the companys base of customers for mortgage and maintain strong liaison for repeat business or referrals Maximize sales through a network of DSA / Direct Sales / CA / Builders by effectively managing connector and builder relationships to ensure strong business Identify and maintain key builder/channel relationships. Maximize number of APFs and increase penetration in the approved APF projects. Ensure the files are processed from login stage to disbursement and liaise with internal departments (Operations and Credit) for completion. Ensure high quality Customer Service Ensure good Portfolio Quality Sales Planning and Team Management Optimize team productivity by effectively managing the team of sales managers so as to assure achievement of team results and maximize profitability of the region Align with the team on ground lead generation activities for Sales. Lead and supervise the sales teams for the implementation of the growth agenda through appropriate training, motivation and deployment strategies Manage team size by recruiting quality resources and grooming from time to time in presentation and selling skills Adopt Sales Digitization tools and effectively implement the same with the teams Industry & Governance Ensure superior communication of objectives through Area review meets Develops an ability to plan and execute effective long range area sales growth plan Constantly keep abreast of market trends and competitor intelligence so as to build and develop effective sales and marketing strategies Use understanding of the markets / competition / process and products available in the markets to provide positive feedback to the central product and policy team to stay ahead in the market. Ensure compliance to all Audit / NHB regulations as well as processes, policies and reports as per company designed systems. Qualifications: Graduate (Diploma/ Degree in Civil/ Architecture) /Masters/Postgraduate.
Posted 1 month ago
2.0 - 6.0 years
9 - 13 Lacs
Bagalkot
Work from Office
Core Responsibilities: Sales Process Management Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships. Retain and expand the companys base of customers for home loan and LAP channel so as to ensure repeat business or referrals Maximize sales through a network of DSA by effectively managing connector and builder relationships to ensure strong business Develop and maintain strong liaisons with the clients for repeat business or referrals. Maximize number of APFs and increase penetration in the approved APF projects. Identify and develop new builder/channel relationships so as to penetrate new markets and thereby increase business Ensure the files are processed from login stage to disbursement and liaise with internal departments (Operations and Credit) for completion. Sales Planning and Team Management Optimize team productivity by effectively managing the team of relationship managers so as to assure achievement of team results and thereby meet the business targets and profitability of the area Align with the team on ground lead generation activities for Sales. Lead and supervise the team of relationship managers for the implementation of the growth agenda through appropriate training, motivation and deployment strategies Industry & Governance Constantly keep abreast of market trends and competitor intelligence so as to build and develop effective sales and marketing strategies Use understanding of the markets / competition / process and products available in the markets to provide positive feedback to the central product and policy team to stay ahead in the market. Ensure compliance to all Audit / NHB regulations as well as processes, policies and reports as per company designed systems. Qualifications: Graduate, Masters/Postgraduate
Posted 1 month ago
1.0 - 4.0 years
9 - 12 Lacs
Ongole
Work from Office
Core Responsibilities: Sales Process Management Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships. Retain and expand the companys base of customers for home loan and LAP channel so as to ensure repeat business or referrals Maximize sales through a network of DSA by effectively managing connector and builder relationships to ensure strong business Develop and maintain strong liaisons with the clients for repeat business or referrals. Maximize number of APFs and increase penetration in the approved APF projects. Identify and develop new builder/channel relationships so as to penetrate new markets and thereby increase business Ensure the files are processed from login stage to disbursement and liaise with internal departments (Operations and Credit) for completion. Sales Planning and Team Management Optimize team productivity by effectively managing the team of relationship managers so as to assure achievement of team results and thereby meet the business targets and profitability of the area Align with the team on ground lead generation activities for Sales. Lead and supervise the team of relationship managers for the implementation of the growth agenda through appropriate training, motivation and deployment strategies Industry & Governance Constantly keep abreast of market trends and competitor intelligence so as to build and develop effective sales and marketing strategies Use understanding of the markets / competition / process and products available in the markets to provide positive feedback to the central product and policy team to stay ahead in the market. Ensure compliance to all Audit / NHB regulations as well as processes, policies and reports as per company designed systems. Qualifications: Graduate, Masters/Postgraduate
Posted 1 month ago
2.0 - 8.0 years
3 - 4 Lacs
Bengaluru
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 BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership New Acquisition Banking Partners 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 Relationship Management 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
Posted 1 month ago
1.0 - 5.0 years
3 - 4 Lacs
Madurai
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 Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation 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 BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines
Posted 1 month ago
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