Ideal Profile: 1.A local native . (Mandatory). Preferably > 3-5 years 2.Should have 3 years of sales experience (Preferably Non-LI Industry). If from Industry, should not have worked for more than 1-2 Life Insurance Companies as a Sales Manager. Should have stable performance track record- more than 1 year as SM in the last job 3.Minimum Graduation (Any discipline). 4.Should have own conveyance 5.Female candidates will be preferred Competencies and values: 1.Right attitudes and habits- Discipline & Hard Work 2.Sales Ability 3.Communication 4.Planning & Coaching 5.Sensitivity to customers needs; care and service attitude 6.Values : Customer Focus, Trustworthiness, Mutual respect and winning
Job Description Job Title Sales Manager Department Agency A.Position Summary: Help build long term valuable Agency business by recruiting and developing the right Life Advisors- Protection, who are distinguished by meaning and purpose to protect. Achieving business targets through retail distribution and by finding, winning & retaining customers. B. Key Responsibilities: Recruitment of right Life advisors: Recruiting the right Life Protection advisors (LAs) who are distinguished by meaning & purpose to protect meeting ideal LA specifications Develop various sources of LA hiring, including Conducting local activities & passionately promoting Agency as a career. Coaching, developing and supporting Life advisors: Ensuring that the new LAs pass IRDA exam and have good Company & product knowledge. Coach LAs on how to generate leads (prospecting); how to take appointments/ follow up on the leads etc. Joint field calls (JFC) and demonstration on the field to LAs- to ensure that they develop sound prospecting habits, calling habits and work habits. Continuously working with LAs in the field to enable them to see initial success and subsequently engage, motivate and develop them to do better- through providing timely feedback. Coach LAs on the importance of quality of advise and quality of sales Meet Business Targets: Achievement of monthly, quarterly & yearly business plans Plan and complete at least 3 genuine sales/ recrt calls every day & update the same on Mobile rock . Maintain LA productivity as per business plan For guidance, supervision and control over the distributor ( Agent /IM )under his/ her hierarchy in respect to their life insurance business. For the quality of life insurance policies sourcedby the distributor ( Agent /IM)under his/ her hierarchy. Vicariously responsible for all the acts of omission and commission by the distributor (Agent /IM ) under his/ her hierarchy. Develop a strong local reputation for quality of advice and business: Ensuring business is done in an ethical and honest manner which is in compliance to the IRDA norms Ensuring high quality of Advice and Sales through a strong Mindset of Quality, Customer centricity & Protection orientation. Implementation of DPLI work processes and adhere to the business norms C.Person Specification: Ideal Profile: 1.A local native . (Mandatory). Preferably > 3-5 years 2.Should have 3 years of sales experience (Preferably Non-LI Industry). If from Industry, should not have worked for more than 1-2 Life Insurance Companies as a Sales Manager. Should have stable performance track record- more than 1 year as SM in the alst job 3.Minimum Graduation (Any discipline). 4.Should have own conveyance 5.Female candidates will be preferred Competencies and values: 1.Right attitudes and habits- Discipline & Hard Work 2.Sales Ability 3.Communication 4.Planning & Coaching 5.Sensitivity to customers needs; care and service attitude 6.Values : Customer Focus, Trustworthiness, Mutual respect and winning
Job Title : - Branch Manager Department : - Defence Channel Location : - Haldwani Principal Accountabilities Plan and evaluate the effectiveness of the defence business with specific focus towards product availability, distribution and activity management; Will be the profit centre head of the channel and generating the defence revenue. Facilitate the business planning and implementation process for the business with the Regional Manager To be a role model in the defence Channel on different parameters Ensuring alignment of volume and market share objectives for the defence business facilitate for PLI products Monitor and evaluate achievement of sales against expectation Streamlining and development of processes to ensure smooth management Optimize cost across your business Ensure service excellence through effective use of different training modules and selling skills program. For the quality of life insurance policies sourcedby the DefenceManager / Agent / OP / Specified Person in case of Corporate Agentunder his/ her direct or indirect hierarchy in respect to their life insurance business. Personal Profile : Qualification and experience: MBA, with 8-15 years of work experience in Sales Development role. Experience in the life insurance industry in similar roleis essential. Should have experience of leading a team of result oriented sales managers. This person should be a team player with exceptional leadership qualities. His communication skills and abilities to motivate his team should be high class.
Achieve targeted business results in the Retail business through effective translation of the business strategy into Branch Plans. Provide leadership and motivation to the Branch team towards raising of performance standards, and be a valuable resource to the Company. Designation: Unit Head Defence / Param Location: Rajouri Principal Accountabilities Plan and evaluate the effectiveness of the defence business with specific focus towards product availability, distribution and activity management; Will be the profit centre head of the channel and generating the defence revenue. Facilitate the business planning and implementation process for the business with the Regional Manager To be a role model in the defence Channel on different parameters Ensuring alignment of volume and market share objectives for the defence business facilitate for PLI products Monitor and evaluate achievement of sales against expectation Streamlining and development of processes to ensure smooth management Optimize cost across your business Ensure service excellence through effective use of different training modules and selling skills program. For the quality of life insurance policies sourcedby the DefenceManager / Agent / OP / Specified Person in case of Corporate Agentunder his/ her direct or indirect hierarchy in respect to their life insurance business. Personal Profile : Qualification and experience: MBA, with 8-15 years of work experience in Sales Development role. Experience in the life insurance industry in similar roleis essential. Should have experience of leading a team of result oriented sales managers. This person should be a team player with exceptional leadership qualities. His communication skills and abilities to motivate his team should be high class.
Age between 25 to 35 years Graduate with Minimum years of experience 3 yrs in Metros Strong retail sales/distribution experience, preferably from the financial sectors Past record of motivating others towards achievement of ambitious targets and attaining higher levels of performance will be an added advantage. Strong Leadership qualities and ability to coach and mentor others. Localities preferred who are conversant with local market and language. Aggressive with drive and high energy levels who shows potential to mentor/lead a team of Insurance advisors
Position Summary: Required candidates with around 4-6 years of working experience preferably in the valuation function of a life insurance company, having cleared at least 5 actuarial exams. The candidate is expected to perform monthly valuation work to comply with Indian GAAP and IRDAI regulatory requirements. Alongside, the candidate is also expected to support the implementation of IFRS17. Key Responsibilities: Perform monthly valuation work per Indian Statutory requirements, prepare necessary summary reports of the monthly valuation results and explain movements in reserves. Perform monthly and quarterly solvency margin calculations in accordance with IRDAI requirements. Identify Individual and group life policy data issues and work with IT/Admin team to fix them. Maintenance of DCS tool and valuation data along with necessary compliance controls and audit checks. Preparing various quarterly and annual IRDAI submission pertaining to ARA, AAAR, Actuarial Forms BAP submission, public disclosures etc. Performing asset share roll-forward to manage profitability and reserves of Par business. Performing declared bonus calculations and assist in handling requirements of the WPC committee of the Company. Assist in handling queries from Peer Reviewer, Statutory Auditor & IRDAI on sufficiency of reserves and solvency positions. Perform an annual review of the best estimate valuation assumptions and update the assumptions documentation basis the experience analysis results and other analysis performed. Review the assumptions used in the model with those documented for valuation basis and reconcile the cash flows generated from the models by replicating them in spreadsheets. Standardize and document all the analysis process. Work on implementation of IFRS 17. Job Specifications: A bachelor's degree with minimum 5 actuarial exams At least 4-6 years of working experience preferably in the valuation function of a life insurance company Sound knowledge of advanced MS Excel, VBA and R programming Knowledge of Actuarial software like Prophet, DCS etc. Prior knowledge of IFRS17 will be preferred. Conceptual thinker with strong analytical, data management skills, work attitudes to details and ability to manage multiple projects simultaneously Good communication and business skills to contribute to business results