The Client Account Specialist (CAS) liaises with First Advantages Small Business accounts and various internal departments such as Sales, Operations, Service, Product, and Billing. This individual establishes and maintains effective customer relationships and gains trust and respect. They will ensure that the client relationship and customer satisfaction remain a competitive advantage for First Advantage. The CAS helps transition customers from the sales and implementation process into the support phase. CAS is responsible for fostering relationships with any of the customers supported by the team. Individual clients are not assigned to specific CRS, as any team member can assist any customer. CAS fosters relationships with customers and provides them with timely value propositions. This propels customers to grow and achieve goals while simultaneously strengthening their relationship with the business. Roles and Responsibilities: Timely Case Management & Inquiry Resolution - Complete all case management-related inquiries assigned within the Salesforce platform while adhering to established service levels. Ensure that all customer interactions are handled efficiently and effectively. Salesforce Account Monitoring & Maintenance - Monitor, enter, update, and close Salesforce Accounts, Files, and/or Case records. Maintain accurate and up-to-date information to support seamless case management. Proactive Customer Communication - Provide timely follow-up to customers, keeping them informed about the progress of their requests. Ensure that all communications are clear, professional, and empathetic. Report Delivery & SLA Compliance - Ensure that reports and information requests are delivered on time, meeting service level agreements (SLAs). Keep relevant case information updated within Salesforce to facilitate accurate reporting. Collaboration with Sales Team - Identify and collaborate with the sales team on leads to contribute to the organization s overall revenue generation and growth. Foster strong relationships to enhance sales opportunities. Account Retention Management - Maintain account retention targets by developing and nurturing relationships with key decision-makers. Ensure customer satisfaction and loyalty through effective engagement strategies. Customer Feedback & Product Improvement - Obtain first-hand customer information and make recommendations for improvements to products and services. Actively seek feedback to drive enhancements. Relationship Development - Identify and develop multi-level relationships with key decision-makers to ensure retention and relationship stability. Leverage these relationships to support business objectives. Product Expansion Proposals - Propose additional products and services to expand the organization s footprint within existing accounts. Identify opportunities for upselling and cross-selling. Leadership Collaboration on Product Enhancements - Identify and partner with the leadership team on any product gaps and/or enhancements. Collaborate to ensure that customer needs are met effectively. Additional Duties as Assigned - Perform other duties as assigned by management, demonstrating flexibility and a willingness to support team objectives. Required Skills & Qualifications Proven experience in case management or customer service roles. Proficiency in Salesforce or similar CRM platforms. Strong communication and interpersonal skills. Ability to manage multiple tasks and prioritize effectively. Excellent problem-solving skills and attention to detail. Experience in sales support or account management is a plus. Ability to build and maintain relationships with key stakeholders. Strong analytical skills to assess customer needs and recommend solutions. Ability to work collaboratively within a team environment. Flexibility to adapt to changing priorities and business needs. Proficiency in creating and delivering PowerPoint presentations to effectively communicate ideas and information to various audiences. High proficiency in standard MS Office applications (Outlook, Word, Excel & PowerPoint). Education & Experience Full-time Graduation (any discipline) Minimum of 2 years of call center or related experience preferred. Familiarity with productivity software, CRM systems and other call center technologies preferred. Salesforce CRM experience is a plus. Working Environment Hybrid (Location: Mumbai / Bangalore) United States Equal Opportunity Employment: First Advantage is proud to be a global leader in removing barriers and supporting our community members to ensure the changing demographics of the workforce are reflected in our hiring and employment practices. We value all of our candidates, employees, and clients, and place great emphasis on hiring and supporting qualified individuals in each role. We are an equal opportunity employer. We do not discriminate on the basis of race, color, ethnicity, ancestry, religion, sex, national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, gender expression, veteran status, genetic information, or any other area protected by applicable law.

JOBDESCRIPTION A Position Overview Position Title Corporate Account Manager Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. B OrganizationalRelationships Reports To Territory Sales Manager Supervises NA C JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key ResultAreas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation. Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively. Prospect and meet customers within and outside the Branch as when required. To develop, agree and implement short term and long-term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective. Relationship Management Managing the relationship between internal team and channel partner as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company. Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers. To maintain the desired persistency ratio Prompt post-sales service with respect to all domains. Strategize and interact closely with the RM on business plan execution. Ensure Compliance Ensure compliance to internal sales process & other compliance standards. Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team. MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. E SkillsRequired Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness. Self management Problem solving skills. Peer level co-ordination and influencing skills

JOBDESCRIPTION A Position Overview Position Title Corporate Account Manager Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. B OrganizationalRelationships Reports To Territory Sales Manager Supervises NA C JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key ResultAreas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation. Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively. Prospect and meet customers within and outside the Branch as when required. To develop, agree and implement short term and long-term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective. Relationship Management Managing the relationship between internal team and channel partner as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company. Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers. To maintain the desired persistency ratio Prompt post-sales service with respect to all domains. Strategize and interact closely with the RM on business plan execution. Ensure Compliance Ensure compliance to internal sales process & other compliance standards. Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team. MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. E SkillsRequired Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness. Self management Problem solving skills. Peer level co-ordination and influencing skills

JOBDESCRIPTION A Position Overview Position Title Corporate Account Manager Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. B OrganizationalRelationships Reports To Territory Sales Manager Supervises NA C JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key ResultAreas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation. Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively. Prospect and meet customers within and outside the Branch as when required. To develop, agree and implement short term and long-term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective. Relationship Management Managing the relationship between internal team and channel partner as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company. Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers. To maintain the desired persistency ratio Prompt post-sales service with respect to all domains. Strategize and interact closely with the RM on business plan execution. Ensure Compliance Ensure compliance to internal sales process & other compliance standards. Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team. MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. E SkillsRequired Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness. Self management Problem solving skills. Peer level co-ordination and influencing skills

JOBDESCRIPTION A Position Overview Position Title Corporate Account Manager Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. B OrganizationalRelationships Reports To Territory Sales Manager Supervises NA C JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key ResultAreas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation. Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively. Prospect and meet customers within and outside the Branch as when required. To develop, agree and implement short term and long-term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective. Relationship Management Managing the relationship between internal team and channel partner as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company. Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers. To maintain the desired persistency ratio Prompt post-sales service with respect to all domains. Strategize and interact closely with the RM on business plan execution. Ensure Compliance Ensure compliance to internal sales process & other compliance standards. Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team. MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. E SkillsRequired Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness. Self management Problem solving skills. Peer level co-ordination and influencing skills

JOBDESCRIPTION A Position Overview Position Title Corporate Account Manager Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. B OrganizationalRelationships Reports To Territory Sales Manager Supervises NA C JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key ResultAreas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation. Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively. Prospect and meet customers within and outside the Branch as when required. To develop, agree and implement short term and long-term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective. Relationship Management Managing the relationship between internal team and channel partner as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company. Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers. To maintain the desired persistency ratio Prompt post-sales service with respect to all domains. Strategize and interact closely with the RM on business plan execution. Ensure Compliance Ensure compliance to internal sales process & other compliance standards. Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team. MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. E SkillsRequired Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness. Self management Problem solving skills. Peer level co-ordination and influencing skills

JOBDESCRIPTION A Position Overview Position Title Corporate Account Manager Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. B OrganizationalRelationships Reports To Territory Sales Manager Supervises NA C JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key ResultAreas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation. Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively. Prospect and meet customers within and outside the Branch as when required. To develop, agree and implement short term and long-term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective. Relationship Management Managing the relationship between internal team and channel partner as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company. Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers. To maintain the desired persistency ratio Prompt post-sales service with respect to all domains. Strategize and interact closely with the RM on business plan execution. Ensure Compliance Ensure compliance to internal sales process & other compliance standards. Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team. MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. E SkillsRequired Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness. Self management Problem solving skills. Peer level co-ordination and influencing skills

JOBDESCRIPTION A Position Overview Position Title Corporate Account Manager Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. B OrganizationalRelationships Reports To Territory Sales Manager Supervises NA C JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key ResultAreas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation. Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively. Prospect and meet customers within and outside the Branch as when required. To develop, agree and implement short term and long-term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective. Relationship Management Managing the relationship between internal team and channel partner as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company. Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers. To maintain the desired persistency ratio Prompt post-sales service with respect to all domains. Strategize and interact closely with the RM on business plan execution. Ensure Compliance Ensure compliance to internal sales process & other compliance standards. Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team. MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. E SkillsRequired Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness. Self management Problem solving skills. Peer level co-ordination and influencing skills

JOBDESCRIPTION A Position Overview Position Title Corporate Account Manager Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. B OrganizationalRelationships Reports To Territory Sales Manager Supervises NA C JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key ResultAreas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation. Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively. Prospect and meet customers within and outside the Branch as when required. To develop, agree and implement short term and long-term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective. Relationship Management Managing the relationship between internal team and channel partner as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company. Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers. To maintain the desired persistency ratio Prompt post-sales service with respect to all domains. Strategize and interact closely with the RM on business plan execution. Ensure Compliance Ensure compliance to internal sales process & other compliance standards. Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team. MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. E SkillsRequired Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness. Self management Problem solving skills. Peer level co-ordination and influencing skills

JOBDESCRIPTION A Position Overview Position Title Corporate Account Manager Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. B OrganizationalRelationships Reports To Territory Sales Manager Supervises NA C JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key ResultAreas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation. Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively. Prospect and meet customers within and outside the Branch as when required. To develop, agree and implement short term and long-term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective. Relationship Management Managing the relationship between internal team and channel partner as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company. Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers. To maintain the desired persistency ratio Prompt post-sales service with respect to all domains. Strategize and interact closely with the RM on business plan execution. Ensure Compliance Ensure compliance to internal sales process & other compliance standards. Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team. MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. E SkillsRequired Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness. Self management Problem solving skills. Peer level co-ordination and influencing skills

JOBDESCRIPTION A Position Overview Position Title Corporate Account Manager Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. B OrganizationalRelationships Reports To Territory Sales Manager Supervises NA C JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key ResultAreas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation. Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively. Prospect and meet customers within and outside the Branch as when required. To develop, agree and implement short term and long-term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective. Relationship Management Managing the relationship between internal team and channel partner as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company. Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers. To maintain the desired persistency ratio Prompt post-sales service with respect to all domains. Strategize and interact closely with the RM on business plan execution. Ensure Compliance Ensure compliance to internal sales process & other compliance standards. Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team. MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. E SkillsRequired Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness. Self management Problem solving skills. Peer level co-ordination and influencing skills

JOBDESCRIPTION A Position Overview Position Title Corporate Account Manager Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. B OrganizationalRelationships Reports To Territory Sales Manager Supervises NA C JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key ResultAreas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation. Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively. Prospect and meet customers within and outside the Branch as when required. To develop, agree and implement short term and long-term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective. Relationship Management Managing the relationship between internal team and channel partner as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company. Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers. To maintain the desired persistency ratio Prompt post-sales service with respect to all domains. Strategize and interact closely with the RM on business plan execution. Ensure Compliance Ensure compliance to internal sales process & other compliance standards. Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team. MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. E SkillsRequired Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness. Self management Problem solving skills. Peer level co-ordination and influencing skills

JOBDESCRIPTION A Position Overview Position Title Corporate Account Manager Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. B OrganizationalRelationships Reports To Territory Sales Manager Supervises NA C JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key ResultAreas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation. Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively. Prospect and meet customers within and outside the Branch as when required. To develop, agree and implement short term and long-term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective. Relationship Management Managing the relationship between internal team and channel partner as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company. Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers. To maintain the desired persistency ratio Prompt post-sales service with respect to all domains. Strategize and interact closely with the RM on business plan execution. Ensure Compliance Ensure compliance to internal sales process & other compliance standards. Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team. MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. E SkillsRequired Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness. Self management Problem solving skills. Peer level co-ordination and influencing skills

SUMMARY Sales Representative We are seeking a dynamic and results-driven Sales Representative to join our team. The ideal candidate will be responsible for achieving sales targets, engaging with clients, conducting site visits, maintaining store presence, organizing applicator meetings, and submitting sales reports. This role requires a two-wheeler as it involves field sales. Strong communication and relationship-building skills are essential, along with a self-motivated and target-driven attitude. Responsibilities: Consistently meet and exceed assigned sales goals. Build and maintain relationships with painters, contractors, builders, architects, engineers, and other key customers to drive business growth. Conduct a minimum of two site visits daily to identify business opportunities. Spend at least two hours at the assigned store daily to engage with customers and support sales. Organize and conduct shop meetings with applicators weekly. Submit daily sales reports through the online portal. Location : Hyderabad, Karimnagar Requirements A two-wheeler is mandatory as this is a field sales role. Strong communication and relationship-building skills. Self-motivated and target-driven attitude. Qualification: Min12th Passed. Graduation preferred. Experience: Preferably 6 months to 12 months of experience in channel sales (AP/Akzo/Laminates/Ply/Electricals/Lubricants). However, fresh talents or from the insurance or banking sector will also do. Benefits Net Take Home: 18k-20k inhand + Travel Allowance of 5000/-+ Lucrative Performance driven Incentives

Strong troubleshooting and problem-solving skills, Improving Customer Satisfaction for Field Zero Km Project management proto-validation for various mobile application and attainment of KPIs Effective communication and interpersonal skills for interactions with customers and source plant teams Fostering internal relationship with internal Service Organizations and other departments

Strong troubleshooting and problem-solving skills, Improving Customer Satisfaction for Field Zero Km Project management proto validation for various mobile application and attainment of KPIs Effective communication and interpersonal skills for interactions with customers and source plant teams Fostering internal relationship with internal Service Organizations and other departments

Responsible for proactively soliciting and managing large group/catering related opportunities with significant revenue potential. Manages group/catering opportunities not handled by an Event Booking Center (EBC). Actively up-sells each business opportunity to maximize revenue opportunity. Achieves personal and team related revenue goals. Verifies business is turned over properly and in a timely fashion for proper service delivery. Responsible for driving customer/guest loyalty by delivering service excellence throughout each customer/guest experience. Provides service to customers in order to grow the account on behalf of the company. CANDIDATE PROFILE Education and Experience High school diploma or GED; 2 years experience in the sales and marketing, guest services, front desk, or related professional area. OR 2-year degree from an accredited university in Business Administration, Marketing, Hotel and Restaurant Management, or related major; no work experience required. CORE WORK ACTIVITIES Understanding Market Opportunities Driving Revenue Targets group/catering accounts, markets, or segments with heavy emphasis on proactive solicitation and account saturation. Partners with group/catering counterpart to effectively manage the business opportunity. Responds to incoming group/catering opportunities for the property that are outside parameters of the . Handles all opportunities if property does not participate in an EBC. Identifies, qualifies and solicits new group/catering business to achieve personal and each property s revenue goals. Focuses efforts on group/catering accounts with significant potential sales revenue. Develops effective group/catering sales plans and actions. Designs, develops and sells creative catered events. Maximizes revenue by upselling packages and creative food and beverage. Understands the overall market - competitors strengths and weaknesses, economic trends, supply and demand etc and knows how to sell against them. Closes the best opportunities for each property based on market conditions and individual property needs. Uses negotiating skills and creative selling abilities to close on business and negotiate contracts. Providing Exceptional Customer Service Handles complex business with significant revenue potential as well as significant customer expectations. Builds and strengthens relationships with existing and new customers to enable future bookings. Activities include sales calls, entertainment, FAM trips, trade shows, etc Develops relationships within community to strengthen and expand customer base for group/catering sales opportunities. Supports brand s Service and Relationship Strategy, driving customer loyalty by delivering service excellence throughout each customer experience. Provides excellent customer service in order to grow share of the account. Executes brand s Customer Service Standards and property s Brand Standards. Executes and supports the business Customer Service Standards and property s Brand Standards. Participates in and practices daily service basics of the brand. Executes exemplary customer service to drive customer satisfaction and loyalty by assisting the customer and ensuring their satisfaction before and during their program/event. Serves the customer by understanding their needs and recommending the appropriate features and services that best meet their needs and exceed their expectations, while building a relationship and loyalty to the property and brand. Gains understanding of the property s primary target customer and service expectations; serves the customer by understanding their business, business issues and concerns, to offer better business solution both prior to, and during the program/event. Building Successful Relationships Works collaboratively with off-property sales channels (eg, , Market Sales, Strategic Accounts) to ensure sales efforts are coordinated, complementary and not duplicative. Manages and develops relationships with key internal and external stakeholders. Uses sales resources and administrative/support staff. Additional Responsibilities Utilizes intranet for resources and information. Conducts site inspections. Creates contracts as required. Executes and supports the operational aspects of business booked (eg, generating proposal, writing contract, customer correspondence). At Marriott International, we are dedicated to being an equal opportunity employer, welcoming all and providing access to opportunity. We actively foster an environment where the unique backgrounds of our associates are valued and celebrated. Our greatest strength lies in the rich blend of culture, talent, and experiences of our associates. We are committed to non-discrimination on any protected basis, including disability, veteran status, or other basis protected by applicable law.

Objective / Purpose Recruit Agents and Source Business for the Company About Us Recruit and Activate advisors as per plan (activation on a monthly basis) Ensure Active Advisor productivity is maintained as per the plan. Establish interpersonal business relationship to facilitate work activities. Conduct meeting with reporting agents on an ongoing basis to evaluate their performance and advise them on the same. (ensure that they meet the Career Progression from TAs to SAs and AOs as per the Agency) Generate revenue and acquire new customers either face to face or digitally. Review with reporting manager on a weekly basis Attend all meeting and training programs conducted by management Ensure 2 joint calls are made on a daily basis Comply with all the policies and procedures laid down by the company Educational Qualification Minimum Graduate Experience Minimum 2-4 years experience, preferably in Insurance Sales Competencies Communication verbal and non verbal Customer Orientation Industry Knowledge Interpersonal Skills Negotiation Skills Networking 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 Title: Assistant Branch Manager - Sourcing L1

Business Development Execution Formulate Sales Execution on ground for driving health business in alignment with overall business strategy for the vertical considering the prevailing market conditions to ensure achievement of defined targets/revenue/ profit Maintains and analyzes sales reports and accordingly directs sales teams to increase health business Screen market landscape and identify prospective institutes/ big agents who can liaison with us to increase health sales Develop and implement action plans for increasing the intermediaries wallet share with BAGIC while maintaining profitability of business Intermediary Management Analyze performance of agents and guide them to maximize their revenue by using upselling/cross-selling strategies. Manage relationships with the bank branches that have been assigned to the Health Sales team across the zone, to drive health business. Ensure IMD and customer grievances have been addressed, if any. Engage with the agents on a monthly basis to ensure they are adequately motivated to keep generating business for BAGIC. Run campaigns/ trainings/ league programs for intermediaries in the zone to develop their knowledge of products enhance their sales capabilities Operational review Interact with intermediaries to evaluate their performance/ business generated by them and address any concerns which may be hampering business for BAGIC Team Development Participate in recruitment process to identify the right talent for various positions within the team. Establish individual performance expectations and regularly review individual performance of IMDs. Guides the IMDs with ideas on different approaches while doing agent recruitment to maximizing sales revenue. Create development opportunities for IMDs to enhance functional knowledge and sales capabilities.

Axis Bank Phones Officer - Mumbai - Vile Parle only Contact :Ganesa Subramanian Number /whatsapp your cv mention Axis Phones Mumbai: 8056659888 Please read following points: Education: minimum Graduation completed Excellent English communication Immediate joiners only Location: Vile Parle Mumbai No cab facility Rotational shifts 24*7 (no night shift for female) Two week offs (Rotational) Active job seekers - Immediate joiners Candidates with Excellent fluency in English only can apply / contact Grade - Officer/ AM Axis Bank India (On-site) #Come As You Are "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply" About Axis Phones: Axis Phones engages with Axis Banks customers and prospects, virtually, through the inbound contact centre to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. Supports sales and operations teams in the day-to-day improvement of transactions and its quality via employee engagement and coaching activities. Keeps a check on any malpractices and defines actions basis severity of incidents. The overall objective is to improve customer engagement leading to superior customer experience with improved productivity and sales effectiveness. About the Role:., The Axis Phones Officer role is focused on rendering services to Axis Bank customers and ensuring satisfactory, first-time resolution is provided for all customer queries. To be successful at this role the incumbent needs to be the best for our customers by ensure process efficiency and cross-sell / up sell set products. Location:- Mumbai , Key Responsibilities: Be the best for our customers by - Displaying complete onus to customers queries / problems - Delivering service with requisite courtesy and accuracy - Adhering to product and process requirements, with nil errors - Escalating customer issues to the right internal stakeholders - Effectively resolving customer complaints at the first instance, with excellent customer satisfaction scores Ensure process efficiency and effectiveness by - Complying to service and sales guidelines - Achieving Call Quality targets - Resolving customer queries at the first instance of contact, with minimum call handling time Cross-sell / upsell set products like - Loans and mortgages - Priority / elite accounts Qualifications: Optimal qualification for success on the job is: Graduate or Post graduate from a recognized institution. 0- 5 years relevant role in voice customer servive. Role Proficiencies: For successful execution of the job, the candidate should possess the following: Proficiency in systems related to Banking transactions and services. Good communication skills in both English and local language. Excellent lead generation and conversion skill. Ability to handle pressure and meet deadlines. Ability to successfully work as a part of a team. High sales orientation to meet the sales targets consistently. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department.

SUMMARY Sales Representative We are seeking a dynamic and results-driven Sales Representative to join our team. The ideal candidate will be responsible for achieving sales targets, engaging with clients, conducting site visits, maintaining store presence, organizing applicator meetings, and submitting sales reports. This role requires a two-wheeler as it involves field sales. Strong communication and relationship-building skills are essential, along with a self-motivated and target-driven attitude. Responsibilities: Consistently meet and exceed assigned sales goals. Build and maintain relationships with painters, contractors, builders, architects, engineers, and other key customers to drive business growth. Conduct a minimum of two site visits daily to identify business opportunities. Spend at least two hours at the assigned store daily to engage with customers and support sales. Organize and conduct shop meetings with applicators weekly. Submit daily sales reports through the online portal. Requirements A two-wheeler is mandatory as this is a field sales role. Strong communication and relationship-building skills. Self-motivated and target-driven attitude. Qualification: Min12th Passed. Graduation preferred. Experience: Preferably 6 months to 12 months of experience in channel sales (AP/Akzo/Laminates/Ply/Electricals/Lubricants). However, fresh talents or from the insurance or banking sector will also do. Benefits Net Take Home: 18k-20k inhand + Travel Allowance of 5000/-+ Lucrative Performance driven Incentives

Identify and report relevant market development, competition analysis, pricing and scheme strategies etc. Responsible to increase market share of VFD Drive in various customer segments (including both existing and potential customers) Organizing and Conducting seminars as well as promotional events on regular basis. Demonstrating the customers about VFD Drive products by carrying out product demonstrations, Presentations and Seminar at major customers. Responsible for CRM along with an continuous improvement and updating the internal tools Generation of enquiry / leads and developing New business with energy consultants and End users within region Willing to travel on business assignments Relationship with Steel, Cement Power Plants will be added advantage

Develop and maintain international partnerships and collaborations. Represent the office in global forums and meetings. Facilitate strategic international relations to support organizational goals. Coordinate international programs and initiatives. Ensure the smooth flow of communication with global stakeholders. Qualifications: A Masters degree in International Relations, International Business, or a related field with 3 yrs experience / Ph.D Proven experience in international relations or partnership management. Strong communication, negotiation, and interpersonal skills. Fluency in English; additional languages are an advantage.

* Lead & manage the team ensuring business targets are met. * Manage recruitment of Sales Persons. * Develop & Implement sales strategies to achieve revenue goals. * Provide training & assign task to Sales team. * Manage Performance report of Team. Required Candidate profile Mini 2 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory Candidate should be ready for field work HR Mukthi-8469483673 M-mukthi.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Objective / Purpose To sell insurance policies by generating leads though retail distribution model and serving existing customers or leads that are received from the channel, apart from sourcing business About Us Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base. Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms. Adopt need based selling (Tailor make recommendation based on customer s profile) and assist and coordinate with customers to facilitate smooth policy insurance. Rigorous and timely follow - up on all prospects that are in work in progress stage. Update prospect information and track performance on lead management system (LMS) / VYMO Ensure that all procedural requirement for policy issuance are complete and correct. Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency. Educational Qualification Minimum Graduate Experience 0-2 years work experience. Minimum 6 months of experience in life insurance sales management / retail bank distribution / co-operative bank and channel management / DSA relationship Competencies Communication verbal and non verbal Customer Orientation Industry Knowledge Interpersonal Skills Negotiation Skills Networking Skills Strong Customer Orientation Comfortable working with digital platforms Good Communication Skills- Both face to face and virtually Strong Interpersonal Skills Strong Active Listening Skills Coordination Skills Time Management Skills Negotiation Skills Title: Key Relationship Manager