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. 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 advice 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 Maintain LA productivity as per business plan 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 Pramerica life work processes and adhere to the business norms Person Specification Ideal Profile : A local native. (Mandatory). Preferably >2-5 years 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[1]more than 1 year as SM in the last job Minimum Graduation (Any discipline) or 10+2 with experience. Should have own vehicle. Male candidates will be preferred

Job Description: Field Trainer The Pramerica Life Field Trainer will be responsible for executing training programs in the assigned territory to enable sales force to be able to confidently execute their role. The field trainer will continuously work towards identifying capability gaps in both new and vintage employees and agents and deliver training programs to bridge the gaps and build their readiness to achieve their targets. The position will be responsible for early success of the employees and the agents in the region. This position will report to the Regional Training Manager Responsibilities • • Impart training to employees and agents in the assigned region as per defined and agreed training calendar and training mandays. Conduct on field training through On the Job training opportunities and also provide sales support through joint calls wherever required • • Ensure the training coverage is above minimum bench mark and within agreed timelines Maintain the training records of all employees and agents in the assigned region , including training topics delivered, date, test scores etc. • • Conduct refresher training from time to time keep the employee knowledge and skills sharp Conduct skill knowledge and compliance based training programs for the entire patch at regular intervals • • Conduct Product, sales skill, recruitment skill, process training as per planned calendar Drive adoption of digital learning in the assigned region and ensure online courses are completed by employees and agents in the assigned region. • • • • • Track and maintain completion of online courses and certification within agreed timelines also complete online assessments within agreed timelines Work as collaborator with business and ensure training communication and post training reports are shared timely with stakeholders Develop facilitation skills and virtual delivery skills to ensure seamless training delivery across all training sessions Ensure adherence to the planned training calendar and travel calendar and coordinate with stakeholders within function and business stakeholders in preparation of the same Monitor progress of the earners (Both employees and agents ) who attend training and share observations with their line managers • • Ensure using updated training material for all training sessions Seek regular feedback on the training programs conducted and incorporate feedback of the learners or stakeholders • Regularly conduct training need analysis with RTM and business stakeholders for planning next month training • • Ensure consistency in the quality of training programs Ensure training milestones and goals are met Required Skills and Abilities • Excellent verbal and written communication skills (Both English and Hindi) for South knowledge of multiple south language will be an added advantage along with communication in Hindi • • • • • • • The person should have strong domain knowledge in insurance and financial planning Ability to moderate large groups Highly organized and ability to work with stringent deadlines Ability to connect training with business results Proficient with Microsoft suite PPT, Word and Excel Ability to work with and through others Willing to travel Experience • • • Graduate in any field with relevant training experience in life insurance retail (min 5 years) Proven track record of employee capability development Experience in similar role is highly desirable

Purpose of the Job: 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. Key deliverables: 1. Distribution Deliverables 2. Business results 3. Resource Management 1. Operational Cost Management 2. People Development 4. Customer Relations Management 5. Adherence to regulatory and compliance norms. Principal Accountabilities 1. Deliverables: 1. Plan and evaluate the effectiveness of Branch Operation Plans with specific focus towards product availability, distribution and activity management; 2. Facilitate the business planning and implementation process for the business with the Regional Manager 3. To be Role model in the Retail Channel on different parameters 2. Business Results 1. Ensuring alignment of volume and market share objectives for the retail business facilitate for DPLI products 2. Monitor and evaluate achievement of sales against expectation 3. Process 1. Streamlining and development of processes to ensure smooth management 2. Optimise cost across your business 3. Ensure service excellence through effective use of different training modules and selling skills program. 4. Resource Management Operational Cost Management 1. Ensure cost efficiency in all aspects of Branch operations including fixed costs. 2. Drive efficiencies in onward distribution expenses and in branch support expenditure 3. Support the Companys Retail Strategy Plan. People Development 1. Enable superlative performance standards through alignment of the team with the organizations objects. 2. Ensure clear communication of the overall strategies and drive ownership on all tasks expected to be performed by the Branch team 3. Develop Competencies of the team 4. Ensure implementation of the Development plans. Customer Relationship Management 1. Interact regularly with the customers to ensure a committed and partnership based relationship 2. Review of selling arrangements 3. Ensure adequate focus to the business 7. Code of Conduct and Compliance of all Regulatory norms: 1. Ensure adherence of code of conduct by the entire Branch Team. 2. Conformation to all financial and administrative systems. 3. Ensure Compliance to all statutory & regulatory norms. 4. Ensure compliance with all the Branch norms set by DPLI. Key Success Factors 1. Meet the Business objectives for the Branch. 2. Efficient administrative systems and process in place (Internal and external Audit) 3. Superior Quality Business Planning & Achievement of Sales Objectives. 4. Driving High Standard of Knowledge, Skills amongst team members. 5. Managing Branch Operations Underwriting Training Home office interface. Key competencies Behavioral competencies (Ranked in order of importance to the job) 1. Building a successful team 2. Strategic Leadership 3. Result orientation. 4. Adaptability 5. Customer focus 6. Communication Technical Skills (Ranked in order of importance to the job) 1. Business Planning , Development & Forecasting 2. Company and product knowledge 3. Financial fundamentals 4. Training & Education 5. Competition Knowledge Personal Profile: Qualification and experience: MBA, with 4-6 years of work experience in Sales Development role. Experience in the life insurance industry in similar role in the market is essential. Should have experience of leading a team of result oriented sales managers. This person should be a team player with exceptional leadership qualities. Astounding Communication skills and abilities to motivate team should be high class.

Job Description: Position: Sales Manager (Retail) Channel: Bancaa Location: [Bangalore & Mangalore] Reports to: Territory Head/ Regional Head Band SA1 to SA3 Across all locations SA4 - metro locations SA5 - only in exception cases Job Summary: The Sales Manager is responsible for driving Bancaa insurance sales through the Bassein Catholic Co-operative bank, The Bharat Co-operative Bank & Mahesh Co-operative Bank branches, developing strong relationships with bank staff, and ensuring the achievement of sales targets. The role requires maintain strong relationship with Bank employees & customers and collaborating to promote insurance products to customers. Key Responsibilities: Visiting Bassein Catholic Co-operative bank, The Bharat Co-operative Bank & Mahesh Co-operative Banks and generating minimum 2 prospects on daily basis. Qualifications & Experience: Bachelors degree. 1-3 years of experience in sales, (Freshers will also be considered with good communication skills and zeal to achieve attitude). Key skills: Maintain punctuality and discipline as per norms Generate leads through Branches of Banca Partner Conduct customer engagement activities as per plan Work on Leads and update the same on LMS Fact finding and need analysis Carry out financial planning activity Prepare and present the financial solution Support in Execution of the financial plan Providing post sale service to the customer Collection of due renewal premium Share reports and MIS within prescribed timelines

Job Description: Position: Sales Manager (Retail) Channel: Bancaa Location: [Bangalore & Mangalore] Reports to: Territory Head/ Regional Head Band SA1 to SA3 Across all locations SA4 - metro locations SA5 - only in exception cases Job Summary: The Sales Manager is responsible for driving Bancaa insurance sales through the Bassein Catholic Co-operative bank, The Bharat Co-operative Bank & Mahesh Co-operative Bank branches, developing strong relationships with bank staff, and ensuring the achievement of sales targets. The role requires maintain strong relationship with Bank employees & customers and collaborating to promote insurance products to customers. Key Responsibilities: Visiting Bassein Catholic Co-operative bank, The Bharat Co-operative Bank & Mahesh Co-operative Banks and generating minimum 2 prospects on daily basis. Qualifications & Experience: Bachelors degree. 1-3 years of experience in sales, (Freshers will also be considered with good communication skills and zeal to achieve attitude). Key skills: Maintain punctuality and discipline as per norms Generate leads through Branches of Banca Partner Conduct customer engagement activities as per plan Work on Leads and update the same on LMS Fact finding and need analysis Carry out financial planning activity Prepare and present the financial solution Support in Execution of the financial plan Providing post sale service to the customer Collection of due renewal premium Share reports and MIS within prescribed timelines

Role Summary: The Regional Head will be responsible for driving life insurance sales across the Piramal Finance network in the assigned region. The role entails managing strategic partnerships at a regional level, ensuring revenue growth, maintaining high levels of partner engagement, and delivering an outstanding customer experience. The individual will lead a team of Territory Managers/Cluster Managers aligned to Piramal Finance branches and ensure achievement of key business objectives. Designation Regional Head Broking Channel To Clear pending buckets group credit business from the partner branches. Ensure the issuance of the logged in business. Training the partnership branches to minimise the discrepancy. Increase the value penetration and presence. Helping the partner branches in their sales call regarding our product. Education & Experience : - Graduate / Postgraduate with at least 1 years of experience, Prefer from Credit Life Sales, 8-12 years of experience in life insurance, bancassurance, or financial services sales. Broca JD :- The Regional Head Broking Channel will be responsible for driving business growth and strategic relationships with insurance brokers across the assigned region. This leadership role requires a high-performing individual with deep understanding of the insurance and broking ecosystem, strong team management capabilities, and a proven ability to deliver results in a competitive market. Skills required Interpersonal , communication, team work , decision making at local level. Qualification Graduate/Post-Graduate in Business Management, Finance, or related field. Experience 10-15 years ( preferably in life insurance with at least 5 years in a leadership role managing broker or partner channels. Work Experience Prior experience in managing large partnership accounts (especially NBFCs, HFCs, or banking channels) is highly preferred. Demonstrated success in leading teams and achieving sales goals.

Role Summary :- The Regional Head Broking Channel will be responsible for driving business growth and strategic relationships with insurance brokers across the assigned region. This leadership role requires a high-performing individual with deep understanding of the insurance and broking ecosystem, strong team management capabilities, and a proven ability to deliver results in a competitive market. Skills required Interpersonal , communication, team work , decision making at local level. Qualification Graduate/Post-Graduate in Business Management, Finance, or related field. Experience 10-15 years ( preferably in life insurance with at least 5 years in a leadership role managing broker or partner channels. Work Experience : - Prior experience in managing large partnership accounts (especially NBFCs, HFCs, or banking channels) is highly preferred. Demonstrated success in leading teams and achieving sales goals.

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Required candidates with around 2-3 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. · A bachelor’s degree with minimum 5 actuarial exams · At least 3-5 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 . · 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 Please share your details @ neelam.kumari1@pramericalife.in Show more Show less

Company Description Pramerica Life Insurance Limited is dedicated to protecting its customers and helping them achieve financial security. The company offers customized insurance solutions through various distribution channels to meet the diverse needs of its customers. With a mission to fulfill dreams and aspirations, Pramerica is committed to providing quality financial advice and protection to its customers. Role Description This is a full-time on-site role for a Unit Head at Pramerica Life Insurance located in Ahmedabad. The Unit Head will be responsible for leading a team, setting targets, managing operations, and ensuring the overall success of the unit. Day-to-day tasks include strategizing, coaching, monitoring performance, and driving growth within the unit. Qualifications Leadership, Team Management, and Strategic Planning skills Excellent communication and interpersonal skills Problem-solving and Decision-making abilities Experience in the insurance industry Bachelor's degree in Business Administration or related field Relevant certifications such as LOMA or CII are a plus Show more Show less

Company Description Pramerica Life Insurance Limited is dedicated to providing protection and financial security to its customers and their loved ones. Founded in India on September 01, 2008, the company operates nationwide through multiple distribution channels tailored to meet the diverse insurance needs of various customer segments. Pramerica Life Insurance is committed to delivering quality financial advice and comprehensive protection solutions. The company’s mission centers around helping customers achieve overall financial security, making it a trusted partner in fulfilling their dreams and aspirations. Role Description This is a full-time, on-site role in Kota for a Sales Manager. The Sales Manager will be responsible for developing and executing strategies to drive sales growth, managing client relationships, and leading a sales team to achieve set targets. Day-to-day tasks include directing sales activities, coaching and mentoring sales representatives, analyzing market trends, and coordinating with other departments to ensure customer satisfaction and loyalty. Qualifications Proven sales experience, especially in the insurance or financial services industry Excellent leadership and team management skills Strong communication and negotiation skills Ability to analyze market trends and devise effective sales strategies Client relationship management and customer service skills Relevant educational qualifications such as a Bachelor's degree in Business, Marketing, Finance, or a related field Ability to work in a fast-paced environment and meet deadlines Experience in developing and executing sales plans Show more Show less

The ideal candidate is a motivated, well-organized individual who has a deep understanding of prospecting and developing strong relationships with customers. Responsibilities Develop and execute strategies to drive business in new and existing markets Partner with Talent Acquisition to identify and recruit top sales talent Mentor employees to help them achieve individual & team objectives Qualifications Bachelor's degree or equivalent experience in Business 3+ years' of sales experience Excellent written and verbal communication skill s Show more Show less

KEY RESPONSIBILITIES Training, Product, Marketing & Operations Support Zonal implementation of training strategy through the training team Ensure delivery of all mandatory trainings in the zone Disseminate product & industry knowledge across the teams in the assigned zone Ensure adequate marketing / R&R / Sales support to the front end team in the zone Ensure timely operations delivery to new / existing customers of the channel in the assigned zone Develop an overall training strategy for the channel and ensure implementation through the training team JOB SUMMARY: The incumbent will be responsible for managing all support delivery to this strategic alliance for the assigned zone; - Provide all necessary support to ensure productivity of the partner and its sales resources in the assigned zone - Manage the sales support, training, operations plus back-end processes for the zone - Ensure adequate marketing and sales promotion support where required in the zone - Support the management of business relationship between PLI and each PIRAMAL entity existent in the assigned zone - Ensure success of the PIRAMAL business in the assigned zone - Relationship Management, implementation of various processes and initiatives in the zone Implementation of an effective business model in line with recommendations of E&Y / agreement between shareholders. Meeting revenue targets - on AFYP and persistency- actual vs. plan. Quality of relationship and integration with each PIRAMAL entity Quality of process and implementation of various processes and initiatives Role & responsibilities Preferred candidate profile

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 sourced by the Defence Manager / Agent / OP / Specified Person in case of Corporate Agent under his/ her direct or indirect hierarchy in respect to their life insurance business.

Job Description: Sales Manager- Agency Job Title - Sales Manager Department - Agency A. Position Summary: Help build long-term valuable Agency business by recruiting and developing the right Life Advisors, 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 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 advice and quality of sales Meet Business Targets: Achievement of monthly, quarterly & yearly business plans Plan and complete at least three genuine sales/ recruitment calls every day & update the same to your line manager. Maintain LA productivity as per business plan 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 PLI work processes and adhere to the business norms For guidance , supervision and control over the distributor ( Agent /IM / Specified Person in case of Corporate Agent ) under his/ her hierarchy in respect to their life insurance business. For the quality of life insurance policies sourced by the distributor ( Agent /IM / Specified Person in case of Corporate Agent ) under his/ her hierarchy. Vicariously responsible for all the acts of omission and commission by the distributor (Agent /IM / Specified Person in case of Corporate Agent) under his/ her hierarchy. C. Person Specification: Ideal Profile: A local native . (Mandatory). Preferably > 3-5 years 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 Minimum Graduation (Any discipline). Should have own conveyance Competencies and values: Right attitudes and habits- Discipline & Hard Work Sales Ability Communication Planning & Coaching Sensitivity to customers needs; care and service attitude Values : Customer Focus, Trustworthiness, Mutual respect and winning Experience - 1-10 Y

A. Position Summary: Achieving business results in the Defence Retail business through worksite sales process through effective distribution of Insurance products in the target affinity. Responsible for Agent/ Officer Prahri recruitment, Agent /Officer Prahri development and meeting the business targets month on month according to the plan. B. Key Responsibilities: Agent/Officer Prahri Recruitment: Conduct and execute recruitment drives from various sources in the defence segment for agent/Officer Prahri hiring & build a team of agent/Officer Prahri. Maintain a pipeline of agent/Officer Prahri to execute at least 1 recruitment per quarter of each profile of distributor. Implement DPLI work processes and adhere to the business norms Agent/ Officer Prahri Development: Ensure product knowledge by Companys ways of training Joint field calls (JFC) and post presentation follow up process in Units/Battalions. Develop agents/Officer Prahri on Prahri Commando Course platform Development of agent/Officer Prahri prospecting habits, calling habits and work habits Work with agent/Officer Prahri on planning and reviewing of activities and goals Identify the training needs of the agent/Officer Prahri and work with Trainers to improve the same Business Deliverables and Responsibilities: Achievement of monthly, quarterly & yearly Goal sheet targets Build an influencer network in conjunction with agent/Officer Prahri to approach Units/Battalions for Sales Seminar presentations. Fix Sales seminar presentations in Units/Battalions through influencer network and Office Head support, Ensure effective follow up process in Units/Battalions post sales seminar presentation. Maintain a database of customers touched through sales seminar presentations Ensuring business is done in an ethical and honest manner which is in compliance to the IRDA norms Maintain agent/Officer Prahri productivity as per business plan.