629 Penetration Jobs - Page 5

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

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

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

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

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.

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

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

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

- Lead, coach, and motivate a team of sales representatives to achieve sales targets and drive revenue growth - Develop and implement effective sales strategies and tactics to maximize sales opportunities - Monitor and analyze sales performance metrics to identify areas of improvement and implement corrective actions - Build and maintain strong relationships with key clients and actively seek new business opportunities - responsible for maximum revenue generation from the designated region Good Communication Interpersonal Skill,Strategic Planning,Negotiation Skill,Analytical Thinking,Business Acumen,Change Management , Communication , Conflict Management,Customer Relationship Management This role will play a crucial role in driving sales and managing a team of sales field force. With a focus on building strong customer relationships and exceeding sales targets, he/she will have a direct impact on companys achievement. - Responsible for Primary sales and enhance market share of Product Range through Distributors. - Preparing and Implementing Route Plan / Beat Plans for Field Staff and guiding them for achieving secondary sales targets. - Appointment of Distributors / Dealers / Retailers. Ensuring profitability of distributor dealers by timely settling claims, damages and growing business. - Educate Motivate and Coach Field Staff and Distributor Sales Team and handholding.Building rapport as well as controlling Team. - Check DSR for FS on weekly basis and take corrective measures as and when needed. - Drive Sales through Super Sales Software. - Drive Volume and Growth in the given Territory, responsible to plan and communicate various strategies. - Operate Schemes within the allotted budget. - Recognizing new Selling Opportunities; Penetration and Visibility in a given territory. - Handle BTL activities (Branding, Sampling and other promotional activities likeContractors Meet, Local Meets, Exhibitions etc.) - Daily Market visit - understanding market status, competitor activity, scheme activation designing, key retailer and distributor visit. - Consumer Complaints effectively upholding Company s values. - Daily Market visits to keep an eye on Market Status, Competitors activities, SchemeActivations and also visiting Key Retailers and Distributors. - Educate, Motivate and Coach the Distributor Sales Team and handholding. Buildingrapport as well as controlling Distributor Team - Work towards ensuring sales force capability development by providing necessary inputs into development of training content to the HR Team

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

Responsibilities Annual Revenue - Achieve / exceed quota targets from ERP Sales. Sales strategies - Develops effective and specific account plans to ensure revenue target delivery and sustainable growth. Develop relationships in new and existing customers and leverage to drive strategy through organization. Territory and Account Leadership - Lead designated territory, including accounts, account relationships, prospect profiling, and sales cycles. Business Planning - Develop and deliver comprehensive business plan to address customer and prospects priorities and pain points. Understanding experience of State Govt/ PSU/Large Enterprise procurement processes prior experience in closing large digital transformation initiatives. Demand Generation, Pipeline and Opportunity Management Pipeline planning - Follow a disciplined approach to maintaining a rolling pipeline. Keep pipeline current and moving up the pipeline curve. Pipeline partnerships - Leverage support organizations including Marketing, inside sales, Partners and channels to funnel pipeline into the assigned territory. Advance and close sales opportunities - through the successful execution of the sales strategy and roadmap. Understand competition and effectively position solutions against them. Maintain CRM system with accurate customer and pipeline information. Ability to collaborate with internal external stake holders Ability to manage CXO/CIO level discussions. What we are looking Experience Language Requirements 12+ years of experience in sales of complex business software / IT solutions Proven track record in business application software sales. Prior experience in engaging in the complete sales cycle with Govt customers plus Large Enterprise Accounts along with involvement of system integrators, State Nodal agencies consultants. Understanding the business of various Govt bodies, Utilities public sector as an industry is a must. Works to achieve maximum sales profitability, growth, and account penetration within an assigned territory. Territory may be combination of geographic, product, industry and other customer / market dimensions. Sells to the territory directly or via partners. The territory that this rep covers does not have an Inside Sales Rep or Field Rep. Utilizes inbound and/or outbound techniques to identify, qualify and close new opportunities. Manages accounts throughout the entire sales process, and collaborates with team members in business development, consulting and support to uncover all customer needs. Responsible for understanding Oracles product offerings and competitive issues to develop solution proposals encompassing all aspects of the application. Travels to customer sites to identify / develop sales opportunities. Participates in the development, presentation, and sales of a value proposition. Onsite customer presentation with C-levels to negotiate and close strategic and complex deals. Liaises with customer contacts for the purpose of managing the customer relationship, identifying new opportunities and maximizing sales.

The Role - We are seeking a proactive Strategic Banking Partnerships Manager to drive collaboration with banks, fintechs, and ecosystem players to co-create market-driven products. This role involves mapping and developing strong relationships with key influencers, delivering volume and revenue targets, and scaling distribution channels for payments acquiring businesses. Key Roles and Responsibilities: Ecosystem collaboration: Self-starter to identify and collaborate with ecosystem players to discover and co-build products for the market (Fintechs, Banks, Partners, etc) Map, develop and drive strong working relationships with key influencers for the assigned banks. It should include mapping the various teams in the assigned banks thoroughly and plot them out to an organogram of the banks. Deliver against volume, revenue, penetration and growth targets for the identified and assigned partner banks. Identifying partnership opportunities within existing/new banking relationships. Design banking partnerships as a distribution channel for local payments acquiring business, with an aim to scale while owning PL of north headquartered banks. Liaising with other cross-functional teams like Solutions, Product etc. to ensure that we deliver on required customizations by sizing up the opportunity and getting it prioritized appropriately Understand subvention and other applicable models and drive Razorpay s GTM strategy via bank-led route. Identify and pitch newer use cases such as Omnichannel (offline+online), Cross border payments, PPI, other solutions - via Bank partnership channel. Develop implementation plan across alliance life cycle for the assigned portfolio of banks/PSPs Define and own metrics for monitoring the performance the effectiveness of existing alliances Facilitate seamless onboarding of Razorpay as a Vendor / Customer in the bank s ecosystem as well as ensure set-up on system and its complete alignment across departments Collaborate with cross-functional stakeholders including leadership, strategy, marketing, and design teams to ensure seamless execution of business launch and scale-up Ecosystem collaboration: Self-starter to identify and collaborate with ecosystem players to discover and co-build products for the market (Fintechs, Banks, Partners, etc) Ensuring that the engagements are well formalized with the partner banks by way of agreement(s) and agreed base rates and mark-ups applicable, if any. Also taking care of internal closure with cross-functional departments like Legal, Finance etc. Mandatory Qualifications: 6-10 years of overall experience with either Payment Gateways, Networks, Banks or Fintech companies. Established and existing network with banks (public + private) and networks in the North Region. High energy team player with willingness to learn and adapt quickly Energetic self-starter with the ability to work independently in a fast-paced environment with proven track record of creating and executing partnerships/alliances that drive measurable business results Ability to run technical conversations with the bank to drive problem discovery and primary-level solutioning Analytical capability to deal with the technical, contractual and financial aspects of the business. Ability to effectively think strategically and influence cross-functional teams, such as Solutions, Product, Operations to drive outsized business outcomes Willingness to travel regionally to meet with banks/large merchants acquired through the banking partners Location - Kolkata

Objective / Purpose Responsible for the penetration and reach of Distribution of Products by driving the Agency Sales strategy with employees ASM / SM / SSM / ABM /DBM/ BM/ AM and ensuring all sales targets are met with at a Regional Level thereby resulting and contributing into the overall objective of building a productive sales organization. About Us Future Generali India Life Insurance Company Limited (FGILI) is a joint venture between two leading groups: Generali Group- A global insurance group that features among the top 50 largest companies in the world and Future Group - A leading retailer in India. Roles & Responsibilities Driving Tied Agency Distribution Channel Build a productive and motivated agent network and Full Time Employees - ASM / SM / SSM / ABM/DBM /BM/ AM as per Plan Responsible for managing their BM & AM Quality check on agent & inducting them in the company. Scripting the business growth Achieve desired activity/productivity revenue targets through the respective FLS team members Supporting and monitoring low performing Sales manager Ensure availability of the required number of trained SM and agents and support resources in all areas; monitor recruitments and induction of Agents and FLS Responsible for managing, monitoring, evaluation and rewarding of SM/agents on time to time basis. Lead and guide identified colleagues by providing them with performance feedback, training and the required growth opportunities to ensure that subordinates are developed for higher-level roles Ensures all Sales Managers are trained on company products and company guidelines. Is also responsible for ensuring that all training requirements for the agents are met with Educational Qualification Minimum Graduate Experience 8+ years of experience with 3 years Domian exp Competencies Nurture our People Planning & organizing Result orientation Shape the Industry Team player Value the customer Skills Negotiation Skills Comfortable working with digital tools Communication Skills - both face to face and virtually Networking Skills Team Management Skills Business Acumen Interpersonal Skills Active Listening Skills Must have handled a team in his / her previous role Minimum 5 year of Sales & channel management experience Leadership Role at branch level Title: Assistant Regional Manager

Objective / Purpose Responsible for the penetration and reach of Distribution of Products by driving the Agency Sales strategy with employees ASM / SM / SSM / ABM /DBM/ BM/ AM/ ARM and ensuring all sales targets are met with at a Regional Level thereby resulting and contributing into the overall objective of building a productive sales organization. About Us Future Generali India Life Insurance Company Limited (FGILI) is a joint venture between two leading groups: Generali Group- A global insurance group that features among the top 50 largest companies in the world and Future Group - A leading retailer in India. Roles & Responsibilities Driving Tied Agency Distribution Channel Build a productive and motivated agent network and Full Time Employees - ASM / SM / SSM / ABM/DBM/BM/ AM/ ARM as per Plan Responsible for managing BM, AM & ARM Quality check on agent & inducting them in the company. Scripting the business growth Achieve desired activity/productivity revenue targets through the respective FLS team members Supporting and monitoring low performing Sales manager Ensure availability of the required number of trained SM and agents and support resources in all areas; monitor recruitments and induction of Agents and FLS Responsible for managing, monitoring, evaluation and rewarding of SM/agents on time to time basis. Lead and guide identified colleagues by providing them with performance feedback, training and the required growth opportunities to ensure that subordinates are developed for higher-level roles Ensures all Sales Managers are trained on company products and company guidelines. Is also responsible for ensuring that all training requirements for the agents are met with Educational Qualification Minimum Graduate Experience 10+ years of experience with 3 years Domian exp Competencies Nurture our People Planning & organizing Result orientation Shape the Industry Team player Value the customer Skills Negotiation Skills Comfortable working with digital tools Communication Skills - both face to face and virtually Networking Skills Team Management Skills Business Acumen Interpersonal Skills Active Listening Skills Must have handled a team in his / her previous role Minimum 5 year of Sales & channel management experience Leadership Role at branch level Title: Associate Vice President

Objective / Purpose Responsible for the penetration and reach of distribution of products by driving the Agency Sales strategy and ensuring all sales target are met with at a branch Level thereby resulting and contributing into the overall objective of building a productive sales organization. About Us Future Generali India Life Insurance Company Limited (FGILI) is a joint venture between two leading groups: Generali Group- A global insurance group that features among the top 50 largest companies in the world and Future Group - A leading retailer in India. Roles & Responsibilities Driving Tied Agency Distribution Channel Build a productive and motivated agent network and Full Time Employees - ASM / SM / SSM / ABM as per Plan Quality check on agent & inducting them in the company. Scripting the business growth Achieve desired activity/productivity revenue targets through the respective FLS team members Supporting and monitoring low performing Sales manager Ensure availability of the required number of trained SM and agents and support resources in all areas; monitor recruitments and induction of Agents and FLS Responsible for managing, monitoring, evaluation and rewarding of SM/agents on time to time basis. Lead and guide identified colleagues by providing them with performance feedback, training and the required growth opportunities to ensure that subordinates are developed for higher-level roles Ensures all Sales Managers are trained on company products and company guidelines. Is also responsible for ensuring that all training requirements for the agents are met with Educational Qualification Minimum Graduate Experience Minimum 5+ years of overall Sales Experience with 2 years Domian experience Competencies Adaptability/ Flexibility Communication Conflict management skills Creative thinking Customer focus Decision making/quality Drive for Results Drive for Success Functional/Technical Skills Interpersonal skills Leadership Skills Skills Negotiation Skills Comfortable working with digital tools Communication Skills - both face to face and virtually Networking Skills Team Management Skills Business Acumen Interpersonal Skills Active Listening Skills Must have handled a team in his / her previous role Title: Branch Manager

Objective / Purpose Responsible for the penetration and reach of Distribution of Products by driving the Agency Sales strategy with employees ASM / SM / SSM / ABM /DBM/ BM/ AM/ ARM and ensuring all sales targets are met with at a Regional Level thereby resulting and contributing into the overall objective of building a productive sales organization. About Us Future Generali India Life Insurance Company Limited (FGILI) is a joint venture between two leading groups: Generali Group- A global insurance group that features among the top 50 largest companies in the world and Future Group - A leading retailer in India. Roles & Responsibilities Driving Tied Agency Distribution Channel Build a productive and motivated agent network and Full Time Employees - ASM / SM / SSM / ABM/DBM/BM/ AM as per Plan Responsible for managing their BM & AM Quality check on agent & inducting them in the company. Scripting the business growth Achieve desired activity/productivity revenue targets through the respective FLS team members Supporting and monitoring low performing Sales manager Ensure availability of the required number of trained SM and agents and support resources in all areas; monitor recruitments and induction of Agents and FLS Responsible for managing, monitoring, evaluation and rewarding of SM/agents on time to time basis. Lead and guide identified colleagues by providing them with performance feedback, training and the required growth opportunities to ensure that subordinates are developed for higher-level roles Ensures all Sales Managers are trained on company products and company guidelines. Is also responsible for ensuring that all training requirements for the agents are met with Educational Qualification Minimum Graduate Experience 10+ years of experience with 3 years Domian exp Competencies Nurture our People Planning & organizing Result orientation Shape the Industry Team player Value the customer Skills Negotiation Skills Comfortable working with digital tools Communication Skills - both face to face and virtually Networking Skills Team Management Skills Business Acumen Interpersonal Skills Active Listening Skills Must have handled a team in his / her previous role Minimum 5 year of Sales & channel management experience Leadership Role at branch level Title: Assistant Vice President

This role will be responsible for managing Credit-Operations activities for retail mortgage loans including Home Loans, Home Equity, Affordable Housing Loans, and Digital Loans at a cluster level, covering multiple branches. Credit-Operations Manager will ensure 100% process adherence, quality checks in lines with credit policy, and compliance, acting as a bridge between Credit and Operations teams to ensure seamless loan processing. ore Responsibilities: End-to-End Credit & Operations Oversight with thorough knowledge of credit policy and process. Supervise and manage the login of loan applications, ensuring all documents are in place as per policy guidelines including KYC. Ensuring gating rejections in line with credit policy and close monitoring on login quality. Ensuring timely initiation of internal reports and checks as mandated by credit policy. Oversee the CAM (Credit Appraisal Memo) preparation ensuring completeness and accuracy before submission to credit approvers, ensuring that key ratios are in lines with credit policy. Conduct final review of loan files before disbursement, ensuring all documents are in place and compliant with internal and regulatory guidelines. Review disbursement dockets and hand them over to the Operations team for final disbursement and payment processing. Ensure 100% adherence to policies and SOPs across all credit-operations processes. Identify and rectify process gaps to enhance efficiency and accuracy. Manage and resolve queries from the Hind-Sighting Team and Internal Audit, implementing corrective actions as required. Ensure compliance with regulatory requirements and internal controls. Work on Loan Origination System (LOS) and Finnone for loan processing. Familiarity with SFDC (Salesforce) and MS-Excel is an added advantage for tracking and reporting. Support digital initiatives to streamline credit-operations processes and improve efficiency. Manage a team of Credit Processing Associates (CPAs) across branches in the assigned region. Ensure regular training and upskilling of CPAs to enhance process knowledge and efficiency. Conduct periodic performance reviews and ensure team adherence to KPIs. Foster collaboration between Credit, Sales, and Operations teams to ensure smooth loan processing. Key Performance Indicators (KPIs): First Time Right (FTR) - Ensuring minimal errors in loan files. Turnaround Time (TAT) - Ensuring quick and efficient loan processing. Compliance Adherence - No deviations from policy and regulatory guidelines. Process Efficiency - Identifying and implementing improvements in workflows. Driving penetration of E-NACH for improved operational efficiency Ensuring acknowledgment of property papers / PDDs from the credit team Responsible for timely handover of PF/Balance PF Cheques to operations team and tracking clearance of cheques. Hold regular meetings with the business team & conduct regular training for improvement in FTR files Work cross-functionally with internal partners to develop technological solutions and to adapt and deploy new technologies to drive efficiency, correct deficiencies, and build greater consistency in processes Prioritize and manage critical projects for implementation of LOS/LMS and other technology enablement for the operating model of the HFC. Ensuring low attrition for the team. Quealifications : Graduate (Preferred: Finance, Business Administration, Commerce or related field) Masters/Postgraduate CA / MBA (Finance) or Equivalent

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

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 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 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

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 15 th 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 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 15 th 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

Job Description Position Relationship Manager / Snr Relationship Manager Affluent/Area Manager Affluent Incumbent Name Department Axis Function Axis Affluent Banking Reporting to Zone Head Affluent Banking Band 5B / 4 / 4A Location XYZ Team size (D/I) Individual JOB SUMMARY - The job holder is a key member of affluent team and responsible for managing the Sales though the Axis Bank Affluent Team And will work closely with the RM of Axis Affluent team, Customer Servicing and to ensure the timely delivery of high value, compliant high quality services, ensure delivery of business and training of Axis Affluent Team. KEY RESPONSIBILITIES- Relationship Management with the Axis Cluster Head also will be responsible for meeting sales target through Bank s Affluent Managers and maintaining relationships with their Supervisors, and ensures business targets are achieved. Working closely with Branch Banking Team and Axis Affluent Head to drive the LI business. Overseeing assigned Branch Affluent business and Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered, govern input activity at branch and zone level. Train and develop the Affluent team on wide range of Max life product offerings including LI concept, new product launch, Business insurance and latest developments in the financial market Responsible for increase bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base, Shall approach him / herself at least 3 new prospects each day Drive effectively the Reward and recognition programs launched for WMs and PBs Measures of Success- Business Plan- Adj MFYP (Rs.) - Plan v/s Actuals Activation plan- Seller Activation (%) - Plan Vs Actual Persistency- 15th month Persistency (%) - >82.5 (By Value) Joint Calls /Effective Management of Process- Key competencies/skills required Relationship Management, Effective Management of Process Desired qualification and experience- Master of Business Administration from a premier business school or equivalent. 3-6 years of experience in Distribution, HNI and Affluent Channel Management, Prior experience in insurance essential. Result Orientation, Innovation, Customer Centricity, Problem Solving & Decision Making, Business Acumen Org Chart- NRH Head - Affluent Banking Regional Head Affluent Banking Relationship Manager/ Snr Relationship Manager Affluent Banking / Area Manager Affluent Banking Job Description Position Relationship Manager / Snr Relationship Manager Affluent/Area Manager Affluent Incumbent Name Department Axis Function Axis Affluent Banking Reporting to Zone Head Affluent Banking Band 5B / 4 / 4A Location XYZ Team size (D/I) Individual JOB SUMMARY - The job holder is a key member of affluent team and responsible for managing the Sales though the Axis Bank Affluent Team And will work closely with the RM of Axis Affluent team, Customer Servicing and to ensure the timely delivery of high value, compliant high quality services, ensure delivery of business and training of Axis Affluent Team. KEY RESPONSIBILITIES- Relationship Management with the Axis Cluster Head also will be responsible for meeting sales target through Bank s Affluent Managers and maintaining relationships with their Supervisors, and ensures business targets are achieved. Working closely with Branch Banking Team and Axis Affluent Head to drive the LI business. Overseeing assigned Branch Affluent business and Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered, govern input activity at branch and zone level. Train and develop the Affluent team on wide range of Max life product offerings including LI concept, new product launch, Business insurance and latest developments in the financial market Responsible for increase bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base, Shall approach him / herself at least 3 new prospects each day Drive effectively the Reward and recognition programs launched for WMs and PBs Measures of Success- Business Plan- Adj MFYP (Rs.) - Plan v/s Actuals Activation plan- Seller Activation (%) - Plan Vs Actual Persistency- 15th month Persistency (%) - >82.5 (By Value) Joint Calls /Effective Management of Process- Key competencies/skills required Relationship Management, Effective Management of Process Desired qualification and experience- Master of Business Administration from a premier business school or equivalent. 3-6 years of experience in Distribution, HNI and Affluent Channel Management, Prior experience in insurance essential. Result Orientation, Innovation, Customer Centricity, Problem Solving & Decision Making, Business Acumen Org Chart- NRH Head - Affluent Banking Regional Head Affluent Banking Relationship Manager/ Snr Relationship Manager Affluent Banking / Area Manager Affluent Banking

Task Description: Vulnerability Mgmt Support & maintain the vulnerability detection & mitigation best practice Apply threat & VM program to information security practices & develop its maturity Participate in incident response triage & proactive analysis in information security related vulnerabilities detection & mitigation in the network, systems and/or application; Analyse vulnerability feeds & support the CDC operations with IOC/IOA based on vendor advisories , security alerts & threat trending; Provide analysis & apply CVSS scoring mechanism, that associated to all related vectors/strings of vulnerabilities; Detect, analyze, & acknowledged CDC operation & EDR team for latest threats/detection signature & creation of use cases that able to monitor or drop related vulnerability exploitations; Provide regular updates to the stakeholders on security assessment reports with detailed security issues & recommend workarounds; Regular tracking & maintain the vulnerability process cycle to ensure timely closure of all vulnerability findings ; Actively investigate the latest in security vulnerabilities, vendor advisories, security incidents, & penetration techniques & notify stakeholders when appropriate; Provide support & participate, in ongoing & future projects of VM . Provide security assessment & consultation o

KPMG India is looking for Manager - Education & Skilling to join our dynamic team and embark on a rewarding career journey. Delegating responsibilities and supervising business operations Hiring, training, motivating and coaching employees as they provide attentive, efficient service to customers, assessing employee performance and providing helpful feedback and training opportunities. Resolving conflicts or complaints from customers and employees. Monitoring store activity and ensuring it is properly provisioned and staffed. Analyzing information and processes and developing more effective or efficient processes and strategies. Establishing and achieving business and profit objectives. Maintaining a clean, tidy business, ensuring that signage and displays are attractive. Generating reports and presenting information to upper - level managers or other parties. Ensuring staff members follow company policies and procedures. Other duties to ensure the overall health and success of the business.

Principal Accountabilities How they are achieved/measured Manage the Group business with the Bank employees Liaison with different departments for closure of the cases Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner. Coordinate and train key officials (ASSL, DSA, other bank officials) to enhance their understanding of the business to increase seller activisation Provide market feedback on competition and other products in the market. Manage and strengthen relationship through engagement with Partner s Zonal Leadership team, Ops & Credit Team, DSAs, SMs, Field Sales Staff at all levels and across functions. Values add in key initiatives to enhance attachment ration & business volume through training and service. Tracking penetration performance and publishing dashboards, along with Group Operations. To measure & monitor the various metrics (Files and sum assured Penetration rates, seller activation, Claim denial rates/ pending rates, rejection ratios , medical TATs etc) , to minimize the same and adhere to TATs and contribute to product improvement. Monitoring and control process of Post Sales. Managing complete claims operation & end to end process. Principal Accountabilities How they are achieved/measured Manage the Group business with the Bank employees Liaison with different departments for closure of the cases Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner. Coordinate and train key officials (ASSL, DSA, other bank officials) to enhance their understanding of the business to increase seller activisation Provide market feedback on competition and other products in the market. Manage and strengthen relationship through engagement with Partner s Zonal Leadership team, Ops & Credit Team, DSAs, SMs, Field Sales Staff at all levels and across functions. Values add in key initiatives to enhance attachment ration & business volume through training and service. Tracking penetration performance and publishing dashboards, along with Group Operations. To measure & monitor the various metrics (Files and sum assured Penetration rates, seller activation, Claim denial rates/ pending rates, rejection ratios , medical TATs etc) , to minimize the same and adhere to TATs and contribute to product improvement. Monitoring and control process of Post Sales. Managing complete claims operation & end to end process.