1109 Penetration Jobs - Page 44

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.

Job Description Job Title Associate Sales Manager Location Branch Name (as per requirement) Department Bancassurance Function Bancassurance YBL - Sales Reporting to Center Manager Band 5A Function Summary 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 This role involves establishing and strengthening relationships with branch managers and staff to generate leads, the candidate will actively participate in branch activities. The incumbent will be responsible for closing sales and ensuring follow-up on issuance. A key aspect of the role is to increase the bank s customer awareness about life insurance solutions and achieve targeted penetration of cross-sell within the branch s customer base. The candidate will effectively drive reward and recognition programs for bank staff and regularly train them on life insurance concepts and new product introductions. 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 2 to 4 years of experience in sales Good communication skills - English & regional language (preferred) Age group 22-28 years Preferably has own conveyance

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 collection MINIMUM/SPECIFIC 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

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

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.

Role Purpose Direct key global revenue management projects and initiatives to hotel community through partnership with operations partners and Revenue Management that work directly with hotels. Participate in development of key global revenue management initiatives as the voice of the hotel community and once launched, provide continuous feedback to Americas revenue management leadership to ensure successful adoption. Manage the development, implementation and assessment of revenue-related strategies for hotels in an assigned region, encompassing all facets of pricing, demand analysis, yield management, market segmentation, business mix optimization, selling strategies and tactics in accordance with company policies and industry best practices. Assist in leadership of regional teams and hotels by providing revenue management strategies and tactics to maximize revenue and profit streams. Provide direct support to Company Managed Hotels (CMH) to drive performance metrics. Drive the development, implementation and operation of both strategic and tactical programs designed to enhance revenue management services penetration and deliver significant competitive advantage for the Company. Incumbent will be responsible for the performance and business trend analysis, process evaluation, budgeting, field-level training, and deployment of Company resources to achieve strategic objectives. Key Accountabilities Facilitate the communication and training of key Americas revenue management projects and initiatives to the hotel community, through HPS area teams and other key operations partners. Provide feedback to global revenue management as the voice of the hotel community to ensure successful adoption of initiatives. Drive implementation of brand and regional pricing strategies, yield strategies, selling strategies and revenue management best practices. Investigate and communicate new ways to capture optimal revenue potentials. Provide directions to Brand and Revenue Management leadership to ensure hotel needs and revenue-generating improvements are incorporated into system enhancements or best practices. Foster the relationship between teams, Revenue Management Services and HPS, ensuring the communication pipeline of key strategies are in synergy and when conflicting, an internal resolution process exists. Develop, consult and manage implementation of revenue management systems and best practices for applicable brand and region. Direct and support hotels on revenue maximization through the full utilization of the Company s systems and best practices, in accordance with Brand Leadership/Revenue Management specifications, including HOLIDEX Plus, PERFORM/Price Optimization, GDS (Global Distribution System) interfaces, Distribution and Relationship Marketing interfaces, property management systems, etc. Analyze and review revenue management strategies and tactics for the brand and region with specific focus on key markets and management companies to further develop strategies for increasing revenues leading to increased profits. Support regional marketing program and product implementation as needed or requested. Coach and develop HPS team members (AM/AD) and Revenue Management Services RRM team. Serve as an advisor to area managers/directors, Revenue Management Services team and properties to help meet established goals. Coach and develop direct reports to ensure a good level of productivity and consistency in the consulting process. Provide guidance to direct reports in problem identification and resolution. Work with internal departments as needed to escalate consistent issues or noted trends and bring resolution. Accompany direct reports on hotel visits occasionally to assist in training and ensure teams are providing effective problem analysis/resolution. Develop and implement innovative revenue performance strategies to assist Franchise Performance Support teams in assigned markets. Guide team in finding the best approach for implementing and communicating strategic plans and new company initiatives when deployed to hotel locations. Champion the ways of working and operating model for WHSD. Drive revenue performance and delivery of our Winning Metrics Work with team and other key stakeholders to assess competitive data, brainstorming on new ideas to better implement strategies, developing innovative consulting or organizational tools, researching trends, planning for implementation of targeted programs to hotels, etc.). Develop and present at leadership and regional meetings in the assigned geographic region or brand. Lead assigned functions within established budgetary and resource plans; establish performance standards, and operating procedures. Key Skills & Experiences Education - Bachelors Degree in Hotel Management, Business, Statistics, Marketing, Finance or a relevant field of work, or an equivalent combination of education and work-related experience. Experience - 8-10 years progressive work-related experience in hotel operations management, revenue management, or field consulting, with demonstrated proficiency in central reservations systems and revenue management systems, preferably HOLIDEX Plus and PERFORM, including knowledge and experience in hotel pricing concepts, yield management optimization and selling strategies. Technical Skills and Knowledge - Demonstrated project management experience in organizing, planning and executing large-scale projects from conception through implementation. Demonstrated effective verbal and written communication skills for the purpose of providing information to clients, vendors, senior management and staff. Demonstrated ability to build and manage relationships with leadership, field support teams and key hotel representatives. Demonstrated effective conflict management/resolution and negotiation/persuasion skills to persuade key partners within revenue management, HPS and the hotels community to modify or implement various corporate-sponsored programs and initiatives. Demonstrated experience with industry and market trends as they relate to revenue opportunities, and demonstrated ability to drive revenue. Demonstrated knowledge of effective hotel pricing concepts, yield management optimization and selling strategies, and ability to determine which concepts to apply in given market conditions. Demonstrated experience in industry training, including preparation, implementation and delivery of training programs. Demonstrated analytical skills and ability to use the results of analysis to make effective strategic decisions. Demonstrated attention to detail and ability to manage multiple tasks/clients required. Knowledge of IHG brand, systems, and training programs helpful Demonstrated analytical skills and ability to use the results of analysis to make recommendations regarding effective strategic decisions. Knowledge of Revenue Management best practices, reservation systems, and revenue management systems Presentation skills necessary for various level audiences (peers, managers, departments, owners). Role Purpose Direct key global revenue management projects and initiatives to hotel community through partnership with operations partners and Revenue Management that work directly with hotels. Participate in development of key global revenue management initiatives as the voice of the hotel community and once launched, provide continuous feedback to Americas revenue management leadership to ensure successful adoption. Manage the development, implementation and assessment of revenue-related strategies for hotels in an assigned region, encompassing all facets of pricing, demand analysis, yield management, market segmentation, business mix optimization, selling strategies and tactics in accordance with company policies and industry best practices. Assist in leadership of regional teams and hotels by providing revenue management strategies and tactics to maximize revenue and profit streams. Provide direct support to Company Managed Hotels (CMH) to drive performance metrics. Drive the development, implementation and operation of both strategic and tactical programs designed to enhance revenue management services penetration and deliver significant competitive advantage for the Company. Incumbent will be responsible for the performance and business trend analysis, process evaluation, budgeting, field-level training, and deployment of Company resources to achieve strategic objectives. Key Accountabilities Facilitate the communication and training of key Americas revenue management projects and initiatives to the hotel community, through HPS area teams and other key operations partners. Provide feedback to global revenue management as the voice of the hotel community to ensure successful adoption of initiatives. Drive implementation of brand and regional pricing strategies, yield strategies, selling strategies and revenue management best practices. Investigate and communicate new ways to capture optimal revenue potentials. Provide directions to Brand and Revenue Management leadership to ensure hotel needs and revenue-generating improvements are incorporated into system enhancements or best practices. Foster the relationship between teams, Revenue Management Services and HPS, ensuring the communication pipeline of key strategies are in synergy and when conflicting, an internal resolution process exists. Develop, consult and manage implementation of revenue management systems and best practices for applicable brand and region. Direct and support hotels on revenue maximization through the full utilization of the Company s systems and best practices, in accordance with Brand Leadership/Revenue Management specifications, including HOLIDEX Plus, PERFORM/Price Optimization, GDS (Global Distribution System) interfaces, Distribution and Relationship Marketing interfaces, property management systems, etc. Analyze and review revenue management strategies and tactics for the brand and region with specific focus on key markets and management companies to further develop strategies for increasing revenues leading to increased profits. Support regional marketing program and product implementation as needed or requested. Coach and develop HPS team members (AM/AD) and Revenue Management Services RRM team. Serve as an advisor to area managers/directors, Revenue Management Services team and properties to help meet established goals. Coach and develop direct reports to ensure a good level of productivity and consistency in the consulting process. Provide guidance to direct reports in problem identification and resolution. Work with internal departments as needed to escalate consistent issues or noted trends and bring resolution. Accompany direct reports on hotel visits occasionally to assist in training and ensure teams are providing effective problem analysis/resolution. Develop and implement innovative revenue performance strategies to assist Franchise Performance Support teams in assigned markets. Guide team in finding the best approach for implementing and communicating strategic plans and new company initiatives when deployed to hotel locations. Champion the ways of working and operating model for WHSD. Drive revenue performance and delivery of our Winning Metrics Work with team and other key stakeholders to assess competitive data, brainstorming on new ideas to better implement strategies, developing innovative consulting or organizational tools, researching trends, planning for implementation of targeted programs to hotels, etc.). Develop and present at leadership and regional meetings in the assigned geographic region or brand. Lead assigned functions within established budgetary and resource plans; establish performance standards, and operating procedures. Key Skills & Experiences Education - Bachelors Degree in Hotel Management, Business, Statistics, Marketing, Finance or a relevant field of work, or an equivalent combination of education and work-related experience. Experience - 8-10 years progressive work-related experience in hotel operations management, revenue management, or field consulting, with demonstrated proficiency in central reservations systems and revenue management systems, preferably HOLIDEX Plus and PERFORM, including knowledge and experience in hotel pricing concepts, yield management optimization and selling strategies. Technical Skills and Knowledge - Demonstrated project management experience in organizing, planning and executing large-scale projects from conception through implementation. Demonstrated effective verbal and written communication skills for the purpose of providing information to clients, vendors, senior management and staff. Demonstrated ability to build and manage relationships with leadership, field support teams and key hotel representatives. Demonstrated effective conflict management/resolution and negotiation/persuasion skills to persuade key partners within revenue management, HPS and the hotels community to modify or implement various corporate-sponsored programs and initiatives. Demonstrated experience with industry and market trends as they relate to revenue opportunities, and demonstrated ability to drive revenue. Demonstrated knowledge of effective hotel pricing concepts, yield management optimization and selling strategies, and ability to determine which concepts to apply in given market conditions. Demonstrated experience in industry training, including preparation, implementation and delivery of training programs. Demonstrated analytical skills and ability to use the results of analysis to make effective strategic decisions. Demonstrated attention to detail and ability to manage multiple tasks/clients required. Knowledge of IHG brand, systems, and training programs helpful Demonstrated analytical skills and ability to use the results of analysis to make recommendations regarding effective strategic decisions. Knowledge of Revenue Management best practices, reservation systems, and revenue management systems Presentation skills necessary for various level audiences (peers, managers, departments, owners).

Join us as a Testing Analyst We ll look to you to support testing activities to agreed timescales, cost and quality, to prove that solutions satisfy customer needs and business operating principles You ll be supporting the delivery of testing projects, identifying impact and managing resulting change Joining a collaborative team, you can expect great visibility for you and your work as you work with a range of key stakeholders Were offering this role at senior analyst level What youll do As a Testing Analyst, you ll be supporting the completion of system integration, user acceptance and regression testing within release schedule deadlines, and escalating issues identified during testing to make sure adequate resolution or workaround is implemented. You ll be proactively identifying areas for improvement, escalating through appropriate governance routes and working with others to ensure fit for purpose, client centric solutions. We ll look to you to provide a technical point of reference to the department on a day-to-day basis, and act as the first point of contact on key issues with associated internal and external businesses. Day-to-day, you ll be: Providing support in highlighting all software, including non functional requirements and hardware requirements and making sure that the test environment is fit for purpose through smoke or sanity testing Understanding and analysing testing requirements, working with colleagues to plan and manage the work necessary to perform and monitor testing for projects Reviewing, analysing and providing feedback on project documents to aid the creation of test plans, test schedule and test strategy Supporting the production of test plans to detail the approach to the planning and execution of tests for a specific phase of testing aligning to the test strategy Establishing and building relationships to facilitate the achievement of goals and support the momentum of projects throughout the project lifecycle The skills youll need To succeed in this role, you ll need at least two years of experience in testing design, planning and execution, along with proven application of testing methodologies. You ll need organisational skills and certification in software testing. You ll also demonstrate: Experience in functional testing, web UI Testing, payment protocols, message formats and transaction flows Experience in non functional testing-load, volume, stress, security, accessibility, compatibility, penetration and back-out Experience of writing SQL queries including joining data from multiple tables, databases and parameter queries The ability to gather and interpret information from a range of different sources, and in a number of different ways

Manages and/or provides dedicated account management support to a complex portfolio of national accounts Builds and maintains business relationships with key buyers by applying the principles of strategic account management to achieve account market share goals across all Marriott lodging brands in the market Develops strong partnerships with buyers for the purpose of penetrating and growing market share and driving national account sales for all properties Leverages Marriott s products and services as a team member within their assigned account portfolio Responsible for increasing Marriott s preference, loyalty and profitable share within assigned national accounts and contribute to overall National Sales Team success through the direct sales efforts of revenue generation and value creation Executes the overall account strategy for assigned national accounts to generate and maximize business CANDIDATE PROFILE Education and Experience Required : Minimum of 8 years of relevant sales and marketing experience Preferred : Relevant university or college qualification or degree Total Account Management experience Hospitality sales experience English language, written and spoken Local language, written and spoken CORE WORK ACTIVITIES The role of the Sales Manager, National Sales is to support the National Sales Team vision and mission by executing transactional sales excellence Sales and Account Management Develops and implements the overall account strategy for assigned accounts Execute sales strategy to achieve account goals Retains, expands and grows account revenue of assigned accounts through total account penetration, margin management, and implementation of sales and marketing initiatives Penetrates assigned accounts for group and transient, as well as exploring opportunities for extended stay and catering sales business Maintains current business accounts for new business within accounts Identifies and aggressively solicits new accounts in coordination with any relevant Sales and Marketing Qualify potential accounts and re-qualifies existing accounts with accuracy Collects and analyzes key information about the customer s business and/or operation Counsels internal stakeholders on optimal negotiating stance Demonstrates benefits of total account management and team-based sales Demonstrates working knowledge of legal issues within industry Develops opportunity sales plan with actionable steps to attain revenue goals Identifies key purchase points and decision-makers that influence the buy decision Qualifies each business opportunity and recommend Marriott products that match both the customer needs as well as the hotel s business needs Suggest positive alternatives whenever necessary Leverages appropriate sales and property Leadership to ensure account saturation, pull-through of account strategies and selling solutions at the local property level Supports data gathering, reporting & tracking functions Understands traditional industry processes (pricing, RFPs, proposals, etc) Executes and supports Marriott s Customer Service Standards and hotel s Brand Standards, Executes exemplary customer service to drive customer satisfaction and loyalty by assisting the customer and ensuring their satisfaction before and during their program/event Serves the customer by understanding their needs and recommending the appropriate features and services that best meet their needs and exceed their expectations, while building an Account and loyalty to Marriott International Revenue Generation Relates customer needs to product capabilities Routinely quantifies the business impact to both the customer and Marriott Works with Revenue Management to support account strategy in-market Builds and strengthens accounts with existing and new customers, industry organizations and brand network to enable future bookings, including sales calls, entertainment, familiarization ( fam ) trips, trade shows, etc Pursues initiatives to capitalize on strengths and market opportunities, and to counter competitive threats Value Creation Anticipates and quickly seizes opportunities not obvious to others to build customer satisfaction Delivers on commitments to customers Delivers value-added products and services to create long term customer loyalty Focuses on two-way communication to ensure win-win relationship is maintained Serves as the account s local service guarantee by ensuring that outstanding service delivery is maintained at every customer touch point, issues are resolved timely and to the customers 100% satisfaction Understands the overall market dynamics competitors strengths and weaknesses, economic trends, supply and demand etc and how to sell to assigned accounts Act as the customer s advocate through understanding account needs and opportunities Identify emerging business opportunities and risks within assigned accounts and provide feedback to key stakeholders (i e property Leadership) Resolve guest issues that arise in the sales process effectively and brings issues to the attention of property leadership, as appropriate Positions self as Subject Matter Expert in terms of customer or account activity, business segment activity or market/region activity Uses knowledge of Marriott s operations, its markets and competitors to promote dialogue and enrich customer interactions Market Integration & Team Participation Ensures account sales strategies are communicated, implemented and updated as market conditions fluctuate Facilitates educational opportunities that enhance credibility and integration between the National Sales Team and internal stakeholders Identifies and cultivate relationships with key colleagues and stakeholders in other parts of the organization Participates with account team in market pull-through activity Other Performs other duties as assigned to meet business needs

The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management: Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication: Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills: Proven track record in sales, with the ability to meet and exceed targets. Financial AcumenIn-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving AbilitiesStrong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Optimal qualification for success on the job is: Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.

The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management: Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication: Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills: Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving AbilitiesStrong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the Priority customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Optimal qualification for success on the job is: Graduation/ Post graduation from a recognized institute 6-10 years managing High Net worth clients Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

Job description Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Global Asset Management Global Asset Management, the investment management business of the HSBC Group, serves HSBC s worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds. Global Asset Management fulfills its purpose of connecting HSBC s clients with investment opportunities around the world through an international network of offices, delivering global capabilities with local market insight. We are currently seeking an experienced professional to join the AMIN Sales & Distribution team. The role is responsible for managing the distributor channel network (viz Banks, National Distributors and IFAs) to ensure high mind share for our products through innovative promotional schemes and deliver aggressive sales budgets. Key Responsibilities Manage key focus distributors across Banks including Wealth and Personal Banking Segment & National Distributors Work closely with Group Distribution entities to strengthen the network Build new distribution channels and penetration opportunities within the IFA segment. Focusing and developing new areas in terms of business expansion, identifying potential counters to increase market share. Develop & own Regional level relationships based out in the region. Manage key institutional clients in the market Demonstrate the right behaviors by doing business the right way and live by HSBC values. The role at times requires a direct interface with the client. A mature person with the ability to promote & sell and discuss the markets with ease would be an ideal fit. Requirements The successful candidate for this role will need to possess the following skills and experience: A good understanding of mutual fund products. Strong selling skills & commercial acumen Good verbal and written communication, leadership and interpersonal skills The inclination to work in a client facing, sales role Ideally a post graduate with at least 6 - 10 years of experience; AMFI certification is desired Candidates who do not meet the experience / educational qualifications but have a passion for mutual fund sales are also welcome to apply Valid NISM certificate The location for this role is Jalandhar , India Additional Information : Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. Useful Link Link to Careers Site: Click HERE You ll achieve more when you join HSBC. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Join us as a Testing Analyst We ll look to you to support testing activities to agreed timescales, cost and quality, to prove that solutions satisfy customer needs and business operating principles You ll be supporting the delivery of testing projects, identifying impact and managing resulting change Joining a collaborative team, you can expect great visibility for you and your work as you work with a range of key stakeholders Were offering this role at senior analyst level What youll do As a Testing Analyst, you ll be supporting the completion of system integration, user acceptance and regression testing within release schedule deadlines, and escalating issues identified during testing to make sure adequate resolution or workaround is implemented. You ll be proactively identifying areas for improvement, escalating through appropriate governance routes and working with others to ensure fit for purpose, client centric solutions. We ll look to you to provide a technical point of reference to the department on a day-to-day basis, and act as the first point of contact on key issues with associated internal and external businesses. Day-to-day, you ll be: Providing support in highlighting all software, including non functional requirements and hardware requirements and making sure that the test environment is fit for purpose through smoke or sanity testing Understanding and analysing testing requirements, working with colleagues to plan and manage the work necessary to perform and monitor testing for projects Reviewing, analysing and providing feedback on project documents to aid the creation of test plans, test schedule and test strategy Supporting the production of test plans to detail the approach to the planning and execution of tests for a specific phase of testing aligning to the test strategy Establishing and building relationships to facilitate the achievement of goals and support the momentum of projects throughout the project lifecycle The skills youll need To succeed in this role, you ll need at least two years of experience in testing design, planning and execution, along with proven application of testing methodologies. You ll need organisational skills and certification in software testing. You ll also demonstrate: Experience in functional testing, web UI Testing, payment protocols, message formats and transaction flows Experience in non functional testing-load, volume, stress, security, accessibility, compatibility, penetration and back-out Experience of writing SQL queries including joining data from multiple tables, databases and parameter queries The ability to gather and interpret information from a range of different sources, and in a number of different ways Hours 45 Job Posting Closing Date: 16/05/2025

We are seeking a talented and driven Content Strategist to join our dynamic team and contribute to the development and success of our AI-enhanced influencer marketing tool, . The ideal candidate i s a creative thinker, adept at crafting compelling content, and possesses a deep understanding of influencer marketing trends and strategies. As a Content Strategist, you will play a pivotal role in shaping the messaging, educational resources, and marketing collateral that showcase the value of our platform to brands and agencies and strategically design a long-term plan for content intended to meet the business objectives of Hypothesis. You will oversee content requirements and create content strategy roadmap and deliverables . You will ensure execution of the strategy by providing recommendations, concepts, governance, quality checklists and writing style guides. You will conceptualize content ideas with a vision to become the knowledge hub for the influencer marketing industry. You will strive to take the Hypothesis stories creatively to all stakeholders including clients, partners, media, potential candidates and other third parties. Key Responsibilities: Content Development: Create engaging and informative content that showcases the benefits and features of our product. Develop a range of content types, including website copy, blog posts, whitepapers, case studies, social media content, and more. Collaborate with the marketing team to align content with the overall brand voice, messaging, and marketing objectives. Craft content that resonates with target audiences, addresses pain points, and highlights the unique selling points of our platform. Conceptualise creatives and copy for product marketing campaigns to drive compelling market entry, lead generation and penetration as per current marketing objectives. Strategize website development based on current and future product roadmap and make updates / marketing campaigns in sync with product development. Influencer Marketing Expertise: Stay up-to-date with the latest trends, best practices, and developments in the influencer marketing industry. Develop a deep understanding of the influencer marketing industry to provide valuable insights and recommendations for content direction and strategy. Educational Resources: Develop educational resources such as guides, tutorials, webinars, and videos that empower our customers to effectively use our platform. Collaborate with internal teams, including product and customer support, to ensure accuracy and relevance of educational content. Collaboration and Communication: Work closely with cross-functional teams, including marketing, product, and design, to ensure consistency and accuracy of messaging across all channels and effectively incorporate in content calendar. Collaborate with our influencer marketing experts to gather insights and success stories for use in marketing materials Manage in-house team and freelancers to ensure effective and quality execution. SEO Optimization: Incorporate SEO best practices into content creation to ensure maximum visibility and discoverability of our resources. Performance Tracking: Analyze the performance of content using relevant metrics and data, and iterate on content strategy based on insights. Job Requirements: Ability to compellingly communicate the brands story. Design sensibility to envision how content will be presented. Ability to visualize content distribution in formats other than text-based articles, such as infographics, whitepapers, case studies or multimedia presentations. Analytical abilities to successfully marry business and user insights to content strategy. Ability to keep projects on track and within budget. Ability to generate ideas and solve problems. Excellent communication and organizational skills. Ability to anticipate needs by understanding behavior is crucial. A positive, flexible, enterprising attitude and a willingness to work as a team player. Qualifications: Minimum 5 years of proven experience as a Content Strategist, Copywriter, or similar role in the tech or marketing industry. Strong portfolio showcasing diverse content types and styles. In-depth knowledge of influencer marketing trends, strategies, and best practices. Exceptional writing, editing, and proofreading skills, with an impeccable eye for detail. Proficiency in SEO principles and content optimization. Experience collaborating with cross-functional teams and managing multiple projects simultaneously. Analytical mindset with the ability to derive insights from data and make data-driven content decisions. Familiarity with AI and marketing technology concepts is a plus. You have successfully applied You have errors in applying Social Network and Web Links Provide us with links to see some of your work (Git/ Dribble/ Behance/ Pinterest/ Blog/ Medium)

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 About the Role: 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 customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience. Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities : Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications: Optimal qualification for success on the job is: Graduation from a recognized institute AMFI and NCFM certifications Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills

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 & 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. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities: Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications: Optimal qualification for success on the job is: Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.

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 & 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. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities: Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications: Optimal qualification for success on the job is: Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.

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 About the Role: 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 customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience. Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities : Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications: Optimal qualification for success on the job is: Graduation from a recognized institute AMFI and NCFM certifications Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills

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 About the Role: 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 customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience. Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities : Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications: Optimal qualification for success on the job is: Graduation from a recognized institute AMFI and NCFM certifications Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills

Company Description "Why work for Accor We are far more than a worldwide leader. We welcome you as you are and you can find a job and brand that matches your personality. We support you to grow and learn every day, making sure that work brings purpose to your life, so that during your journey with us, you can continue to explore Accor s limitless possibilities. By joining Accor, every chapter of your story is yours to write and together we can imagine tomorrows hospitality. Discover the life that awaits you at Accor, visit https://careers.accor.com/ Do what you love, care for the world, dare to challenge the status quo! #BELIMITLESS" Job Description Primary Responsibilities Sales Management Achieve daily targeted number of sales calls with effectiveness Develop business leads for the Hotel on a weekly basis Prepare monthly list of accounts to penetrate for the following month Plan a minimum of 2 site inspections/entertainment meetings per week to qualified potential accounts or new accounts Prepare monthly action plan for main market segment Perform monthly review account profile on room nights production and average rate Monitor competitors rate strategy, account penetration and marketing activities to maintain a competitive edge Fully responsible of accounts under his/her management , including contracting, updating profile and renewing contracts Update management on VIP arrivals, meet and greet accordingly Up-sell, cross-sell and promote Hotel facilities & services at every available opportunity in order to maximize sales revenue Conduct negotiations to achieve the best profit and rates for the Hotel Attend hotel clients and local community business events to network and maintain high visibility Update Director of Sales & Marketing on market trends and business leads Team Management Interview, select and recruit direct reports Identify and develop team members with potential Conduct performance review with the team Constantly monitor team members appearance, attitude and degree of professionalism Develop, conduct maintain all staff training programs for team members, focusing on their development needs, providing them with new skills to meet the changing needs of the business Other Responsibilities Attend all briefings, meetings and trainings as assigned by management Maintain a high standard of personal appearance and hygiene at all times Be aware of the hotel fire & life safety/emergency procedures Perform other reasonable duties assigned by the assigned by the Management Qualifications Degree/Diploma in Tourism / Hospitality Management / Events Management Minimum 2 year of experience in a similar capacity Excellent reading, writing and oral proficiency in English language Proficient in MS Excel, Word, & PowerPoint

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

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 collection MINIMUM/SPECIFIC 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

Will be responsible for managing broking partners mapped in the zone. Create and maintain engagement with state heads and other key broking offices / Management Team members Lead a team of state heads and monitor their input/output activity and ensure lead generation through various sources Increasing insurance awareness and product penetration among mapped sub-brokers/RM. Increasing insurance penetration among broking staff members. Suggest sizzlers and R&R platforms for broking employees who provide prospect leads as well as for MAX LIFE s dedicated sales team Suggest product synergies and capture partner s various customer touch-points for insurance sales opportunities Provide accurate and timely competitor updates/best practices. MEASURES OF SUCCESS Business Plan - Adj MFYP (Rs.) - Plan v/s Actual Activation Plan - Seller Activation (%) - Plan Vs Actual Collections- 15th month Persistency (%) - >75% Sales process Adherence - 1.Implementation of CRM 2.Governance Rhythm 3.Business Leakage & complaints Effective Management of People 1. Talent Retention - 70% 2.G2V2 retention - >90%. 3. Engagement Score - 85% Customer centricity and satisfaction - Effective Management of Customer As per Plan Key Relationships (Internal /External) 1.Distribution leaders 2.HR Team 3. Training Team 4. Planning & Analytics Team 5. Broking Management & Sales Team Key competencies/skills required Relationship Management, Leading people, Effective Management of Process

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 collection MINIMUM/SPECIFIC 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

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 collection MINIMUM/SPECIFIC 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

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 collection MINIMUM/SPECIFIC 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