4070 Relationship Manager Jobs

Execution of client trades Achievement of target on various offering,updating same to the Trader champion Assigned Cluster‘s Revenue Target,Manage Brokerage and Cross Selling Target Responsible of Margin collection,trade online and through cheques Required Candidate profile Knowledge of technical analysis and market strategy Need to complete NISM derivatives ,Mutual fund, Commodity New Client Acquisition of trading accounts and ensure achievement of target

Execution of client trades Achievement of target on various offering,updating same to the Trader champion Assigned Cluster‘s Revenue Target,Manage Brokerage and Cross Selling Target Responsible of Margin collection,trade online and through cheques Required Candidate profile Knowledge of technical analysis and market strategy Need to complete NISM derivatives ,Mutual fund, Commodity New Client Acquisition of trading accounts and ensure achievement of target

Role & responsibilities Visit partner branches and interact with Bank branch managers - Ensure sales targets assigned are met on every parameter - Interact with customers to explain the products and solutions - Help branches mapped to her/him help achieve insurance sales targets Preferred candidate profile

About the Role: Relationship Managers (RM) are a part of the Banks sales force whose primary responsibility is to get customers for the bank and explore new business opportunities. RMs manage a team of executives responsible for selling loan products to the customers based on their needs and growth of the lending book of the area through NTB acquisition as well ETB portfolio They will ensure mapping of market and customers according to their need and handle queries to ensure customer satisfaction. Details of the Role: Department CBG Grade AM/DM/M/SM Sub-Department SBB- CBG Reporting (Business) SM/AVP/VP Location Reporting (Matrix) Key Responsibilities: Ensure achievement of the Top line Business Targets by sourcing business through channel teams. Building and nurturing relationships with the bank branches and by cross-selling other products Responsible for launching new products in market Ensure key customer satisfaction through customer service of the highest quality Handle all end to end activities related to the product i. e. from Login to Disbursement Liaise with various departments within the system (Credit/Operations etc. ) to ensure smooth process flows Responsible for acquisition of channel partners for sourcing products - Connectors Improve relationship with branches and monitor the performance of ARMs and deepen the relationship with existing clients Prevent/ minimize the fraudulent/risky proposals entry into the system Act as Absolute owner of the Mapped book & manage the Customer Life Cycle. Renewals & Deferrals Management Manage the Portfolio Health, DPDs & the timely interest servicing Aim to increase Product per Customer & acquire full relationship of the Customer for all banking Needs Responsible for the productivity of the Relationship officer if mapped. Effectively use the Digital platforms like Project Neo, Various STP Journeys , Business App , Siddhi & others available to extend faster & better experience. Qualifications: Graduation/post-graduation from a recognized institute 2+ years sales experience. Role Proficiencies: Strong sales orientation Proficiency in managing complex client relationships, diverse stakeholders Knowledge of industry, technology, marketing, and product trends Knowledge of regulatory guidelines and norms Capability to handle pressure and meet deadlines Competence in managing within a dynamic, priority-setting environment Strong risk and compliance mindset Adept at communication and interpersonal skills

About the Role: Relationship Managers (RM) are a part of the Banks sales force whose primary responsibility is to get customers for the bank and explore new business opportunities. RMs manage a team of executives responsible for selling loan products to the customers based on their needs and growth of the lending book of the area through NTB acquisition as well ETB portfolio They will ensure mapping of market and customers according to their need and handle queries to ensure customer satisfaction. Details of the Role: Department CBG Grade AM/DM/M/SM Sub-Department SBB- CBG Reporting (Business) SM/AVP/VP Location Reporting (Matrix) Key Responsibilities: Ensure achievement of the Top line Business Targets by sourcing business through channel teams. Building and nurturing relationships with the bank branches and by cross-selling other products Responsible for launching new products in market Ensure key customer satisfaction through customer service of the highest quality Handle all end to end activities related to the product i. e. from Login to Disbursement Liaise with various departments within the system (Credit/Operations etc. ) to ensure smooth process flows Responsible for acquisition of channel partners for sourcing products - Connectors Improve relationship with branches and monitor the performance of ARMs and deepen the relationship with existing clients Prevent/ minimize the fraudulent/risky proposals entry into the system Act as Absolute owner of the Mapped book & manage the Customer Life Cycle. Renewals & Deferrals Management Manage the Portfolio Health, DPDs & the timely interest servicing Aim to increase Product per Customer & acquire full relationship of the Customer for all banking Needs Responsible for the productivity of the Relationship officer if mapped. Effectively use the Digital platforms like Project Neo, Various STP Journeys , Business App , Siddhi & others available to extend faster & better experience. Qualifications: Graduation/post-graduation from a recognized institute 2+ years sales experience. Role Proficiencies: Strong sales orientation Proficiency in managing complex client relationships, diverse stakeholders Knowledge of industry, technology, marketing, and product trends Knowledge of regulatory guidelines and norms Capability to handle pressure and meet deadlines Competence in managing within a dynamic, priority-setting environment Strong risk and compliance mindset Adept at communication and interpersonal skills

About the Role: Relationship Managers (RM) are a part of the Banks sales force whose primary responsibility is to get customers for the bank and explore new business opportunities. RMs manage a team of executives responsible for selling loan products to the customers based on their needs and growth of the lending book of the area through NTB acquisition as well ETB portfolio They will ensure mapping of market and customers according to their need and handle queries to ensure customer satisfaction. Details of the Role: Department CBG Grade AM/DM/M/SM Sub-Department SBB- CBG Reporting (Business) SM/AVP/VP Location Reporting (Matrix) Key Responsibilities: Ensure achievement of the Top line Business Targets by sourcing business through channel teams. Building and nurturing relationships with the bank branches and by cross-selling other products Responsible for launching new products in market Ensure key customer satisfaction through customer service of the highest quality Handle all end to end activities related to the product i. e. from Login to Disbursement Liaise with various departments within the system (Credit/Operations etc. ) to ensure smooth process flows Responsible for acquisition of channel partners for sourcing products - Connectors Improve relationship with branches and monitor the performance of ARMs and deepen the relationship with existing clients Prevent/ minimize the fraudulent/risky proposals entry into the system Act as Absolute owner of the Mapped book & manage the Customer Life Cycle. Renewals & Deferrals Management Manage the Portfolio Health, DPDs & the timely interest servicing Aim to increase Product per Customer & acquire full relationship of the Customer for all banking Needs Responsible for the productivity of the Relationship officer if mapped. Effectively use the Digital platforms like Project Neo, Various STP Journeys , Business App , Siddhi & others available to extend faster & better experience. Qualifications: Graduation/post-graduation from a recognized institute 2+ years sales experience. Role Proficiencies: Strong sales orientation Proficiency in managing complex client relationships, diverse stakeholders Knowledge of industry, technology, marketing, and product trends Knowledge of regulatory guidelines and norms Capability to handle pressure and meet deadlines Competence in managing within a dynamic, priority-setting environment Strong risk and compliance mindset Adept at communication and interpersonal skills

JD Format Job Title AVC:Virtual RM - NRI Grade AM/DM/MGR Department Axis Virtual Centre No. of Positions 1 Location Axis Bank Mumbai : CO No. of Direct Reports NA Job Description Key Responsibility: Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them Provide premium customer service delivery to their mapped NRI portfolio. Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS services Responsible for up selling, cross- selling, providing regular market information and updates to the customers Manage the NRI portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs. Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products. Effectively utilize all applications, tools, and databases used to process transparent end to- end client support. Strictly adhere to internal control policies and ensure that the organizations activities are carried out in accordance with all regulatory, legal, and governmental regulations Key Relationships (Internal or External Stakeholders) Internal - Business , HR , IT, Ops, Risk, Compliance, Marketing External - Manpower Vendor, Digital agencies Major Competencies Required Inter personal skills, Analytical skills Sound knowledge of retail banking products and Process. Knowledge of digital banking channels like, Internet 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. Strong willingness to work in Relationship Management; Banking operations and products including investment products Prior experience in Sales. Knowledge of Mutual Fund, Life insurance, General insurance, PMS and structure products. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department. Banking, Mobile App. Academic Qualifications / Nature of Relevant Work Experience Required Graduate or Post graduate from a recognized institution2||- 5 years relevant role/ BFSI sector.

Location: Kerala, India Company: Leading Life Insurance Organization Employment Type: Full-Time Industry: Life Insurance | Banking | Financial Services Salary: 25000-33000 (in hand monthly) Age : Maximum up to 30 yrs Role & responsibilities Collaborate with banking partners to identify, approach, and engage potential customers through bank branch networks. Generate leads and referrals by leveraging the banks existing client base. Conduct customer needs analysis and financial planning sessions to recommend suitable life insurance products . Build strong relationships and establish trust with customers through consistent follow-ups and high-quality service. Explain product features and benefits clearly to support informed decision-making by clients. Drive cross-selling and upselling of financial products to maximize customer value. Stay up-to-date with insurance industry trends , regulatory changes , and product knowledge to better serve customers. Meet and exceed assigned sales targets and contribute to overall business growth. Preferred candidate profile Bachelors degree in any stream.(consolidated & provisional certificates are mandatory) Minimum 1 year of experience in any sales. Proven track record in achieving sales targets and driving business development. Strong communication , negotiation , and relationship-building skills.

Channel : Bancassurance Ban k - Catholic Syrian Bank Experience : 1 - 8 yrs Role & responsibilities: To drive business through Channel Partners branch staff and distribution network. To generate leads through activities and use enablers for lead generation To provide after sales service and do upselling with the existing customers To ensure 100% branch staff activation every quarter To train and skill partner staff on need based selling and product sales pitch To ensure 100% of branches with Min of 2-3 SP license holders and support them with the same to drive business target achievement Profile : Sales Manager If your Interested; Kindly WhatsApp your resume to 9080833389 (Or) Mail ID : v.logeshwari@edelweisslife.in Thanks & Regards V Logeshwari Human Resource

Roles and Responsibilities will be : 1) Sales of Health Insurance Products through Broking Channel. 2) Managing relations with broking partners and Generate business through them in the assigned territory. 3) Responsible for tracking sales of the same regularly. 4) To meet broking partners, lead providers, intermediaries on a regular basis and maintaining records of the same in a planned manner. Preferred candidate profile : 1) At least 6 months of on field sales experience in Agency/any Insurance product. 2) Graduation is mandatory, candidates holding Diploma or Part Time degree certificates will not fit in criteria. 3) Candidates with an operating background will not be fit for this job profile 4) Need to work on 100% on-field for sale of health policies. Perks and benefits : (Benefits you will receive from our organization) 1) 5 Days working (Saturday & Sunday off) 2) Mediclaim and term-life insurance. 3) Candidates will be on the payroll of the organization. Interested candidates can mail us your updated resume on the given mail id : singh.prabhjot@icicilombard.com

Greetings from Kotak Life Insurance!! We are Currently hiring for a Deputy Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.asmeen-khan@kotak.com or call on 9209434945 Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times. 6. Take regular feedback from partners and customers on satisfaction on selling process and products. 7. Review Sales plan of the partner and support their growth. 8. The employee will be on payroll of Kotak Life. 9. Candidate will be seating in the premises of Kotak Bank

Job Title: Relationship Manager (Real Estate) Location: Defense Colony (Porvorim) Reports To: Director (Sales/Marketing / Strategy) Email: careers@globusmanagement. resumepanaji@gmail. Key Responsibilities: Client Servicing & Communication • Act as the primary point of contact for prospective buyers • Understand briefs, translate them into actionable tasks for internal teams • Schedule and lead client meetings, calls, and presentations • Maintain long-term relationships with clients while upselling services when appropriate Campaign Planning & Execution • Assist in the development and execution of 360° marketing campaigns • Coordinate digital (social media, paid ads, content marketing) and mainline (print, radio, OOH) deliverables • Work with creative, design, and video teams to deliver projects within timelines and budgets Strategy Support • Contribute to campaign ideation, brand positioning, and content suggestions • Assist in research, competitor analysis, and brainstorming sessions • Work closely with the creative team to deliver results-driven work Qualifications: • Bachelor’s degree in Marketing, Mass Communication, Advertising, or related field • 1–2 years of agency experience preferred (internships count!) • Exposure to both ATL and digital media (Instagram, Facebook, YouTube, GMB, LinkedIn, etc.) • Strong written and verbal communication skills • Detail-oriented, highly organised, and proactive • Working knowledge of tools like Google Workspace, Meta Business Suite, etc. Job Types: Full-time, Permanent Schedule: Day shift Education: Bachelor's (Preferred) Experience: real estate agency relationship manager: 1 year (Required) Language: English (Preferred) Work Location: In person

Job Responsibilities: 1. Achieving stretched targets in a result-focused environment 2. Preparing pre-sales proposals for prospective clients 3. Delivering inspiring sales presentations to convert prospects to successful sales 4. Handling objections and resolving member/ customer conflicts by constantly connecting with them through member meetings 5. Identifying potential customers and new business opportunities 6. Building and maintaining strong client relationship and high level of customer service 7. Being updated on new products and services 8. Provide necessary support in booking first time holiday for new members and generate quality referrals from them. Candidate Specification: Great Communication Strong Sales Experience Strong Results Orientation and Execution Excellence High Energy and Passion High Customer Centricity

Responsibilities: Promote and sell our in-house skincare products in the assigned region. Build and maintain strong, long-term client relationships to maximise repeat business and client satisfaction. Conduct product presentations, demos, and training sessions for clients and partners. Identify potential leads and convert them into sales opportunities. Keep abreast of market trends, competitor products, and client feedback. Ensure timely follow-ups, order closures, and after-sales support. Collaborate with internal teams (marketing, product, and training) to align client expectations with brand goals. Requirements: Graduate in any discipline (preferred background in Cosmetology, or related field is a plus). Good knowledge of skincare and beauty/Hair industry trends. Strong interpersonal and communication skills. Self-motivated with a results-driven approach. Comfortable with local travel for client meetings and market visits. Minimum 1–3 years of experience in B2B or B2C product sales (preferably in skincare, Hair care , cosmetics, or wellness). Job Type: Full-time Pay: ₹35,000.00 - ₹40,000.00 per month Schedule: Day shift Language: English (Preferred) Work Location: In person

RELATIONSHIP MANAGER (COIMBATORE) - EXPERIENCED MALE CANDIDATE VANMOH CHIT FUNDS PRIVATE LIMITED URGENT VACANCY *Male Candidates in and around Coimbatore will be preferred* VANMOH CHIT FUNDS PRIVATE LIMITED: Vanmoh Chit funds, A Fast growing and trusted financial organization since September 11, 2020. We're not just about chit funds; we're a friendly guide to stress-free financial growth. Our commitment to honesty and openness makes growing your money with us a seamless experience. Job Summary: VANMOH CHIT FUNDS PRIVATE LIMITED is seeking a dynamic branch manager responsible for daily branch operations, financial health, and team leadership to achieve targets. Requires a strong background in financial services, leadership skills, and proven success in business development and customer relationship management within the chit fund industry. Key Responsibilities: Client Relationship Management: Develop and maintain strong, lasting relationships with a portfolio of individual and corporate clients. Act as the primary point of contact for all client inquiries and financial needs related to mutual funds, insurance, and various loan products. Conduct regular reviews of client portfolios and financial situations to identify new opportunities and provide proactive advice. Ensure high levels of client satisfaction and retention through personalized service and effective issue resolution. Financial Advisory & Sales: Understand clients' financial goals, risk tolerance, and investment horizon to recommend suitable mutual fund schemes, insurance policies, and loan solutions. Specialized focus on promoting and managing Systematic Investment Plan (SIP) books , guiding clients on consistent wealth creation. Actively acquire new clients through referrals, networking, and direct outreach. Cross-sell and up-sell relevant financial products to existing clients based on their evolving needs. Achieve and exceed sales targets for mutual funds (including SIPs), insurance premiums, and loan disbursements. Product Knowledge & Market Intelligence: Stay abreast of the latest market trends, economic indicators, and regulatory changes pertaining to mutual funds, insurance, and lending products. Possess in-depth knowledge of various mutual fund categories, insurance types. Provide clear and concise explanations of complex financial products to clients. Required Qualifications & Skills: Education: Bachelor's degree in Finance, Business Administration, Economics, or a related field. Experience: [Insert Number] years of progressive experience in a Relationship Manager role within the financial services industry, specifically dealing with mutual funds, insurance, and loans. Certifications: NISM Certifications: Mandatory NISM Series V-A: Mutual Fund Distributors Certification Examination. Additional NISM certifications (e.g., Investment Adviser, Equity Derivatives) will be a significant advantage. NSE Certifications: Relevant NSE certifications demonstrating a strong understanding of equity and derivative markets (e.g., NCFM Modules). SIP Book Management: Proven experience in building, managing, and growing a substantial SIP book. Strong Financial Acumen: In-depth knowledge of financial products, market dynamics, and investment strategies across mutual funds, insurance, and lending. Excellent Communication Skills: Exceptional verbal and written communication skills with the ability to articulate complex financial concepts clearly and persuasively. Client-Centric Approach: A genuine passion for serving clients and building long-term, trust-based relationships. Sales and Negotiation Skills: Proven ability to identify client needs, present suitable solutions, and close deals. Analytical & Problem-Solving Skills: Ability to analyze financial data, interpret market trends, and devise effective solutions for clients. Time Management & Organization: Excellent organizational skills with the ability to manage multiple priorities and deadlines effectively. Technological Proficiency: Comfortable with CRM software, financial planning tools, and Microsoft Office Suite. What We Offer: Competitive salary and attractive incentive structure. Opportunity to work with a reputed financial services firm. Continuous learning and development opportunities. A collaborative and supportive work environment. Career growth prospects within the organization. Job Types: Full-time, Permanent Pay: ₹30,000.00 - ₹50,000.00 per month Schedule: Day shift Morning shift Supplemental Pay: Performance bonus Yearly bonus Language: English (Preferred) Work Location: In person Speak with the employer +91 9361805480 Application Deadline: 04/07/2025 Expected Start Date: 04/07/2025

This profile is completely based on sales . We are dealing in financial product only , but salary is fixed . If u meet out the targets then candidates will get extra incentives Job Types: Full-time, Permanent Pay: From ₹400,000.00 per year Schedule: Day shift Work Location: In person

About Abir Space Pvt Ltd Abir Space is India’s leading platform for contemporary art, connecting artists with collectors, architects, and designers to bring creative projects to life. We are passionate about fostering long-term partnerships in the art and design community. Job Summary Abir Space Pvt Ltd is seeking an experienced, people-oriented Marketing Manager to lead our outreach and engagement efforts with architects and interior designers in Ahmedabad. This is a relationship-driven role—ideal for someone who believes in building networks, not pushing sales. Key Responsibilities Develop and execute relationship-building strategies with architects and interior designers in Ahmedabad. Lead and mentor a small team to ensure consistent, high-quality engagement. Organize exclusive events, workshops, and previews to connect the design community with Abir Space’s art and services. Act as the main point of contact for partners, ensuring their needs and feedback are understood and addressed. Regularly visit studios, offices, and industry events to nurture existing relationships and create new opportunities. Collaborate with the internal team to develop tailored presentations and proposals for architects/designers. Maintain a robust CRM database to track interactions and opportunities. Stay up-to-date with trends in architecture, interior design, and the art world. Desired Candidate Profile 3–5 years of experience in marketing, client relationship management, or business development (preferably in art, design, or creative sectors). Exceptional communication and interpersonal skills—friendly, credible, and professional. Demonstrated experience in building networks or communities. Self-motivated, strategic thinker with strong leadership skills. Comfortable with regular local travel within Ahmedabad. Fluent in English, Hindi, and Gujarati. What We Offer Leadership role in a creative, forward-thinking company. Opportunity to work with the best in art, architecture, and design. Attractive compensation and incentives. Supportive team and collaborative culture. Professional development and learning opportunities. If you’re passionate about connecting people, shaping creative communities, and believe in the power of long-term relationships—apply now to join Abir Space as our Marketing Manager! Job Type: Full-time Pay: ₹17,988.51 - ₹35,000.00 per month Benefits: Cell phone reimbursement Schedule: Day shift Supplemental Pay: Performance bonus Application Question(s): What is current in hand salary? Language: English (Required) Work Location: In person Speak with the employer +91 9723378797

Qualifications and Skills:  Minimum of 2 years of marketing experience in the finance industry, particularly in bank/NBFC loans (Business Loans, Housing Loans, Cash Credit limit (CC), Overdrafts limit (OD), Term Loans limit, and Loan Against Property).  Educational qualifications: MBA, M.com, or BBA.  Strong communication and interpersonal skills to effectively interact with clients.  Proven ability to achieve sales targets and customer satisfaction goals.  Knowledge of financial products, market trends, and regulatory requirements.  Must possess a personal 2-wheeler for travel within the assigned territory. Job Type: Full-time Pay: ₹20,000.00 - ₹30,000.00 per month Schedule: Day shift Language: English (Preferred) Work Location: In person Speak with the employer +91 8368519925

This role is ideal for freshers who are energetic, self-driven, and excited about building something impactful from the ground up. You will play a critical role in onboarding new dealers and maintaining strong, value-driven relationships with existing ones to support our growth. Key Responsibilities: ● Identify and onboard new two-wheeler dealers and insurance partners in the assigned region. ● Build and maintain strong, long-term relationships with existing dealers to ensure steady business growth. ● Educate partners on our two-wheeler insurance products and seamless digital platform. ● Actively promote and drive dealer engagement to create market traction. ● Meet achievable monthly targets related to dealer activation and policy issuance. ● Conduct regular field visits to understand dealer needs, provide support, and strengthen partnerships. ● Assist partners with operational processes, claims support, and product documentation. ● Gather and report on market trends and customer feedback to support product improvement and dealer satisfaction. ● Maintain accurate and up-to-date records of all dealer interactions and sales activity Key Skills: ● Excellent communication and interpersonal skills. ● Ability to build trust and long-term relationships quickly. ● Strong sense of ownership and willingness to work in a fast-paced, evolving market. ● Willingness to travel extensively within the assigned territory. ● Proactive, self-motivated, and goal-oriented approach. ● Basic understanding of insurance is a plus (training will be provided). ● Comfortable using MS Office and mobile-based applications. Qualification: - Bachelor's degree in any discipline (Business or Commerce preferred). - Freshers are welcome; comprehensive training and ongoing support will be provided. What do we offer? ● Remuneration and reimbursement: We offer a competitive compensation package and travel and mobile expense reimbursement. ● Medical Insurance: All employees at AegisCovenant are covered by a health insurance plan to support any health emergencies. ● Work-life balance: We encourage maintaining an appropriate work-life balance that suits the needs of the individual. In doing so, the organization remains willing to support the candidate as much as possible. ● Growth opportunities: Hands-on training and mentorship in the insurance domain and fast-track career growth opportunities in a rapidly expanding industry. Job Types: Full-time, Permanent, Fresher Pay: ₹15,918.98 - ₹25,500.00 per month Benefits: Health insurance Leave encashment Provident Fund Schedule: Day shift Weekend availability Work Location: Remote

Position: Relationship Manager Experience: 1+ years About Policy bazaar: As India's largest insurance broker, Policy bazaar is committed to making insurance accessible and understandable for every Indian. Since 2008, we have been at the forefront of transforming the insurance sector by providing transparent, efficient, and unbiased solutions tailored to the diverse needs of over 80.5 million registered users. With a dominant market share of over 93% in the digital insurance aggregator space and annual premium collection exceeding 15,000 crore in FY24, we have established ourselves as a trusted name in insurance and financial protection. Our platform facilitates millions of insurance inquiries annually and features a wide range of products from over 50 insurance partners, covering health, life, motor, and corporate insurance solutions. To date, we have issued over 44.3 million policies and played a crucial role in protecting 9 million families against death, disease, and disability. Our 24x7 online support, combined with on-ground assistance from over 6,000 insurance advisors, ensures a seamless experience for our customers. With an average customer rating of 4.4 stars and more than 23 million app downloads, we are dedicated to fulfilling the Insurance Regulatory and Development Authority of Indias (IRDAI) vision of "Har Family Hogi Insured by 2047." Whether it is policy issuance, claim settlement, or simply understanding your insurance needs better, we are here to help. Join us on our mission to make insurance simple, accessible, and effective for all. Job Role We are looking for a competitive Field Sales Representative to develop sales strategies and attract new clients. The successful salesperson will source new sales opportunities and close sales to achieve quotas. The successful candidate will play a key role in increasing income and revenue by managing and negotiating with clients, generating leads, qualifying prospects and managing sales of products and services. As an outside Sales Representative, or Sales Agent, they will also research sales competition. Roles and Responsibilities: Get the sales using various customer sales methods and achieve the set business targets on ANP and case count Acquire New Customer through Leads, Natural market, References, Orphan base Fix meetings with the prospects to conduct need analysis and explain products Implement and adhere to the Need-Based Selling Model. Upsell & Cross-Sell the Orphan Base of Customers allocated. Ensuring timely issuance of policies by resolving pending etc. Render prompt post-sales service to all allocated customers with respect to all domains Adhere to the customer touch-point engagement in order to service his portfolio of customers. Maintaining the desired persistency ratio Strategize and interact closely with the supervisor on delivering on Business nos. Work collectively with the supervisor and conduct joint sales calls whenever required Forecast sales, develop a out of the box sales strategies/models and evaluate their effectiveness Evaluate customers skills, needs and build productive long lasting relationships Research accounts and generate or follow through sales leads Maintain and expand client database within your assigned territory ISMS Responsibilities: Be aware and comply with the ISMS Policy, procedures and objectives; Actively participate in ISMS exercises; Request access to information access from their Team Leaders/ Executives; Report known and suspected security incidents to the IT Helpdesk; Protect secrecy of passwords; and Protect information assets used by them against compromise of assets confidentiality, integrity or availability. Desired Skills: Prior sales experience working with Insurance companies/DSAs Proven sales experience Track record of over-achieving quota Familiarity with different sales techniques and pipeline management Computer use competency Strong communication, negotiation and interpersonal skills Self-motivated and driven Any graduate or equivalent

Role Relationship Manager DM Sales (L2) Education and Experience - Graduation mandatory; 2 yrs. in Life Insurance sector will be preferred. Location: Mumbai, Delhi, Mumbai, Thane, Andheri, Bangalore Interested candidates can send their resumes on kli.sharvari-lokare@kotak.com or Call on 9892923348 Job Role - To achieve sales targets by making effective sales presentations in a venue setting; to maintain high standards of service quality and attract and convert leads shared by the organization Convert leads and generate business through leads shared by the organization Visit potential customers for new business Grow existing accounts and develop new accounts in order to meet sales and profitability goals establish by the Direct-Sales Management Keep database current and accurate with target customer, current customer, and future customer Ensuring that business targets are met month on month Working on pre-fixed appointments Professional Strengths - Strong communication skills Stability – At least 1-2 years working with a same organization What's in it for you - High Earning potential through Incentives as well as BDAs (Business Development Allowance) Defined Career Growth path Fast track promotion on completion of Goal Sheet Regular Skill enhancement program

Job Title: Relationship Manager (Field Sales Executive) Location: Pan India Company: Policybazaar Industry: Insurance Eligibility Criteria: Must own a Bike and have a valid Driving License Proficient in the regional language Minimum 1 year of experience in field sales Strong communication and networking skills Roles and Responsibilities: Achieve Sales Targets: Meet business goals based on Annualized Premium (ANP) and case count Customer Acquisition: Generate new leads via natural market, referrals, and the orphan base Client Meetings: Conduct regular meetings to understand client needs and offer suitable insurance solutions Need-Based Selling: Ensure appropriate solutions through a structured selling model Upselling & Cross-Selling: Maximize revenue through existing customer base Post-Sales Service: Resolve queries and ensure timely policy issuance Customer Engagement: Maintain regular touchpoints and strong relationships with clients Collaboration: Coordinate with supervisors to plan and execute business strategies Sales Forecasting: Design and evaluate innovative sales strategies Database Management: Maintain and grow your customer database in your designated territory ISMS Compliance: Follow security protocols to safeguard customer and company data Perks and Benefits: Unlimited Incentives Travel Allowance Medical Insurance Attractive Salary Package Role & responsibilities Interested candidates can all at 7042399644

Greetings from Kotak Life Insurance!! We are Currently hiring For a Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.sharvari-lokare@kotak.com or call on 9892923348 Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times. 6. Take regular feedback from partners and customers on satisfaction on selling process and products. 7. Review Sales plan of the partner and support their growth. 8. The employee will be on payroll of Kotak Life. 9. Candidate will be seating in the premises of Kotak Bank

HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer To Group ( CTG ) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. Customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Graduation Post-Graduation Certifications AMFI Certification IRDA Certification NCFM Certification (Optional) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMC's HDFC Securities Notes ( Any specifications apart from all mentioned above, to be communicated for the role)

Job Title: Relationship Manager (Field Sales Executive) Location: Pan India Company: Policybazaar Industry: Insurance Eligibility Criteria: Must own a Bike and have a valid Driving License Proficient in the regional language Minimum 1 year of experience in field sales Strong communication and networking skills Roles and Responsibilities: Achieve Sales Targets: Meet business goals based on Annualized Premium (ANP) and case count Customer Acquisition: Generate new leads via natural market, referrals, and the orphan base Client Meetings: Conduct regular meetings to understand client needs and offer suitable insurance solutions Need-Based Selling: Ensure appropriate solutions through a structured selling model Upselling & Cross-Selling: Maximize revenue through existing customer base Post-Sales Service: Resolve queries and ensure timely policy issuance Customer Engagement: Maintain regular touchpoints and strong relationships with clients Collaboration: Coordinate with supervisors to plan and execute business strategies Sales Forecasting: Design and evaluate innovative sales strategies Database Management: Maintain and grow your customer database in your designated territory ISMS Compliance: Follow security protocols to safeguard customer and company data Perks and Benefits: Unlimited Incentives Travel Allowance Medical Insurance Attractive Salary Package Role & responsibilities Interested candidates can all at 7042399644