8752 Relationship Manager Jobs - Page 21

JOB PROFILE Position Relationship Manager Location Coimbatore- Pollachi Reports to Area Manager Category Institutional Sales Reporting Area Manager Level Assistant Manager Our Purpose At Niva Bupa, our purpose is “to give every Indian the confidence to access the best healthcare” by empowering them with knowledge, guiding them with expertise, and providing them with a gamut of services that instils confidence and puts control back in their hands- just the way they want every moment of their life to be. Our Values Commitment Innovation Empathy Collaboration Transparency About Niva Bupa Health Insurance Company Niva Bupa Health Insurance Company Limited (formerly known as Max Bupa Health Insurance Company Limited) is a joint venture between Fettle Tone LLP (an affiliate of True North Fund VI LLP), a leading Indian private equity firm, and the Bupa Group, a leading international healthcare company with a legacy of providing specialized healthcare services for over 70 years. Niva Bupa’s growth story has been phenomenal. We are one of the fastest growing Stand Alone Health Insurers in the country with a current employee strength of 7000+ with growth rate of 154% since FY 20 and growing. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it. Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the best workplaces in the BFSI industry. Niva Bupa is an Equal Opportunity Employer committed to achieving diversity within its workforce, and encourages all qualified applicants to apply, irrespective of gender, age, sexual orientation, disability, culture, religious and ethnic background. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially-abled professionals to join our team. Key Roles & Responsibilities Primary Role Description The job holder is a key member of a team responsible for managing the Niva Bupa regional Sales through the Bancassurance partner. The job holder will work closely with the partner channel, particularly branch managers of the Banca partners, Customer Service and across the business to ensure the timely delivery of high value, high quality services to Banca beneficiaries. Key Roles & Responsibilities:  Achieve assigned annual target of the branch by driving sales across all customer segments- Business mix in terms of blended premium & no. of cases.  Maintain cordial relationship across all ranks of the branch and resolve escalations with in TATs  Support bank’s sales force in terms of various activities like o Joint sales calls to generate leads o Update branch manager on accurate records of referrals received from all constituents of the branch o Adhere to the TATs on first customer contact & follow ups from the date the lead is being registered o Service branch customers for any query  Regular product training / refresher to the sales force of the branch  Ensure activation of bank’s sales force on a weekly, fortnightly, and monthly basis  Drive productivity by right advising of health insurance solutions  Measure penetration across relationship manager, client base / branch base  Update MBHI lead management system  Engage in branch customer awareness program and explore every possible opportunity to bundle the health insurance proposition  Create mindshare across branch leadership team  Drive effectively the Reward and recognition programs launched for the bank staff Key Requirements – Education & Certificates A graduate degree holder in any discipline Key Requirements - Experience & Skills 2-5 years of experience, preferably in Life / General Insurance Bancassurance only). Relationship Management/ Investment & Wealth Advisory (Banks) Key Functional Competencies Functional competency Beginner Intermediate Expert Convincing Skills Yes Product/Insurance Knowledge Yes Continuous Learning Yes Technology Proficiency Yes Team Work Yes Problem Solving & Analytical Skills Yes Compliance& Regulatory Knowledge Yes Customer Focus Yes Comments if Any/ Add. Comp. Comments If Any/ Additional Functional Competency Special Differentiating Responsibilities Managing 3 branches. Focusing higher segment penetration. First in the industry concept. Propensity Lead support from HO Behavioral Competency Behavioral competency Beginner Intermediate Expert Strategic Mindset Yes Entrepreneurship Yes Execution Excellence Yes Building High Performing Teams Comments if Any

JOB PROFILE Position Relationship Manager Location Tirunelveli Reports to Area Manager Category Institutional Sales Reporting Area Manager Level Assistant Manager Our Purpose At Niva Bupa, our purpose is “to give every Indian the confidence to access the best healthcare” by empowering them with knowledge, guiding them with expertise, and providing them with a gamut of services that instils confidence and puts control back in their hands- just the way they want every moment of their life to be. Our Values Commitment Innovation Empathy Collaboration Transparency About Niva Bupa Health Insurance Company Niva Bupa Health Insurance Company Limited (formerly known as Max Bupa Health Insurance Company Limited) is a joint venture between Fettle Tone LLP (an affiliate of True North Fund VI LLP), a leading Indian private equity firm, and the Bupa Group, a leading international healthcare company with a legacy of providing specialized healthcare services for over 70 years. Niva Bupa’s growth story has been phenomenal. We are one of the fastest growing Stand Alone Health Insurers in the country with a current employee strength of 7000+ with growth rate of 154% since FY 20 and growing. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it. Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the best workplaces in the BFSI industry. Niva Bupa is an Equal Opportunity Employer committed to achieving diversity within its workforce, and encourages all qualified applicants to apply, irrespective of gender, age, sexual orientation, disability, culture, religious and ethnic background. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially-abled professionals to join our team. Key Roles & Responsibilities Primary Role Description The job holder is a key member of a team responsible for managing the Niva Bupa regional Sales through the Bancassurance partner. The job holder will work closely with the partner channel, particularly branch managers of the Banca partners, Customer Service and across the business to ensure the timely delivery of high value, high quality services to Banca beneficiaries. Key Roles & Responsibilities:  Achieve assigned annual target of the branch by driving sales across all customer segments- Business mix in terms of blended premium & no. of cases.  Maintain cordial relationship across all ranks of the branch and resolve escalations with in TATs  Support bank’s sales force in terms of various activities like o Joint sales calls to generate leads o Update branch manager on accurate records of referrals received from all constituents of the branch o Adhere to the TATs on first customer contact & follow ups from the date the lead is being registered o Service branch customers for any query  Regular product training / refresher to the sales force of the branch  Ensure activation of bank’s sales force on a weekly, fortnightly, and monthly basis  Drive productivity by right advising of health insurance solutions  Measure penetration across relationship manager, client base / branch base  Update MBHI lead management system  Engage in branch customer awareness program and explore every possible opportunity to bundle the health insurance proposition  Create mindshare across branch leadership team  Drive effectively the Reward and recognition programs launched for the bank staff Key Requirements – Education & Certificates A graduate degree holder in any discipline Key Requirements - Experience & Skills 2-5 years of experience, preferably in Life / General Insurance Bancassurance only). Relationship Management/ Investment & Wealth Advisory (Banks) Key Functional Competencies Functional competency Beginner Intermediate Expert Convincing Skills Yes Product/Insurance Knowledge Yes Continuous Learning Yes Technology Proficiency Yes Team Work Yes Problem Solving & Analytical Skills Yes Compliance& Regulatory Knowledge Yes Customer Focus Yes Comments if Any/ Add. Comp. Comments If Any/ Additional Functional Competency Special Differentiating Responsibilities Managing 3 branches. Focusing higher segment penetration. First in the industry concept. Propensity Lead support from HO Behavioral Competency Behavioral competency Beginner Intermediate Expert Strategic Mindset Yes Entrepreneurship Yes Execution Excellence Yes Building High Performing Teams Comments if Any

JOB PROFILE Position Relationship Manager Location Coimbatore Reports to Area Manager Category Institutional Sales Reporting Area Manager Level Assistant Manager Our Purpose At Niva Bupa, our purpose is “to give every Indian the confidence to access the best healthcare” by empowering them with knowledge, guiding them with expertise, and providing them with a gamut of services that instils confidence and puts control back in their hands- just the way they want every moment of their life to be. Our Values Commitment Innovation Empathy Collaboration Transparency About Niva Bupa Health Insurance Company Niva Bupa Health Insurance Company Limited (formerly known as Max Bupa Health Insurance Company Limited) is a joint venture between Fettle Tone LLP (an affiliate of True North Fund VI LLP), a leading Indian private equity firm, and the Bupa Group, a leading international healthcare company with a legacy of providing specialized healthcare services for over 70 years. Niva Bupa’s growth story has been phenomenal. We are one of the fastest growing Stand Alone Health Insurers in the country with a current employee strength of 7000+ with growth rate of 154% since FY 20 and growing. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it. Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the best workplaces in the BFSI industry. Niva Bupa is an Equal Opportunity Employer committed to achieving diversity within its workforce, and encourages all qualified applicants to apply, irrespective of gender, age, sexual orientation, disability, culture, religious and ethnic background. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially-abled professionals to join our team. Key Roles & Responsibilities Primary Role Description The job holder is a key member of a team responsible for managing the Niva Bupa regional Sales through the Bancassurance partner. The job holder will work closely with the partner channel, particularly branch managers of the Banca partners, Customer Service and across the business to ensure the timely delivery of high value, high quality services to Banca beneficiaries. Key Roles & Responsibilities:  Achieve assigned annual target of the branch by driving sales across all customer segments- Business mix in terms of blended premium & no. of cases.  Maintain cordial relationship across all ranks of the branch and resolve escalations with in TATs  Support bank’s sales force in terms of various activities like o Joint sales calls to generate leads o Update branch manager on accurate records of referrals received from all constituents of the branch o Adhere to the TATs on first customer contact & follow ups from the date the lead is being registered o Service branch customers for any query  Regular product training / refresher to the sales force of the branch  Ensure activation of bank’s sales force on a weekly, fortnightly, and monthly basis  Drive productivity by right advising of health insurance solutions  Measure penetration across relationship manager, client base / branch base  Update MBHI lead management system  Engage in branch customer awareness program and explore every possible opportunity to bundle the health insurance proposition  Create mindshare across branch leadership team  Drive effectively the Reward and recognition programs launched for the bank staff Key Requirements – Education & Certificates A graduate degree holder in any discipline Key Requirements - Experience & Skills 2-5 years of experience, preferably in Life / General Insurance Bancassurance only). Relationship Management/ Investment & Wealth Advisory (Banks) Key Functional Competencies Functional competency Beginner Intermediate Expert Convincing Skills Yes Product/Insurance Knowledge Yes Continuous Learning Yes Technology Proficiency Yes Team Work Yes Problem Solving & Analytical Skills Yes Compliance& Regulatory Knowledge Yes Customer Focus Yes Comments if Any/ Add. Comp. Comments If Any/ Additional Functional Competency Special Differentiating Responsibilities Managing 3 branches. Focusing higher segment penetration. First in the industry concept. Propensity Lead support from HO Behavioral Competency Behavioral competency Beginner Intermediate Expert Strategic Mindset Yes Entrepreneurship Yes Execution Excellence Yes Building High Performing Teams Comments if Any

JOB PROFILE Position Relationship Manager Location Coimbatore- Pollachi Reports to Area Manager Category Institutional Sales Reporting Area Manager Level Assistant Manager Our Purpose At Niva Bupa, our purpose is “to give every Indian the confidence to access the best healthcare” by empowering them with knowledge, guiding them with expertise, and providing them with a gamut of services that instils confidence and puts control back in their hands- just the way they want every moment of their life to be. Our Values Commitment Innovation Empathy Collaboration Transparency About Niva Bupa Health Insurance Company Niva Bupa Health Insurance Company Limited (formerly known as Max Bupa Health Insurance Company Limited) is a joint venture between Fettle Tone LLP (an affiliate of True North Fund VI LLP), a leading Indian private equity firm, and the Bupa Group, a leading international healthcare company with a legacy of providing specialized healthcare services for over 70 years. Niva Bupa’s growth story has been phenomenal. We are one of the fastest growing Stand Alone Health Insurers in the country with a current employee strength of 7000+ with growth rate of 154% since FY 20 and growing. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it. Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the best workplaces in the BFSI industry. Niva Bupa is an Equal Opportunity Employer committed to achieving diversity within its workforce, and encourages all qualified applicants to apply, irrespective of gender, age, sexual orientation, disability, culture, religious and ethnic background. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially-abled professionals to join our team. Key Roles & Responsibilities Primary Role Description The job holder is a key member of a team responsible for managing the Niva Bupa regional Sales through the Bancassurance partner. The job holder will work closely with the partner channel, particularly branch managers of the Banca partners, Customer Service and across the business to ensure the timely delivery of high value, high quality services to Banca beneficiaries. Key Roles & Responsibilities:  Achieve assigned annual target of the branch by driving sales across all customer segments- Business mix in terms of blended premium & no. of cases.  Maintain cordial relationship across all ranks of the branch and resolve escalations with in TATs  Support bank’s sales force in terms of various activities like o Joint sales calls to generate leads o Update branch manager on accurate records of referrals received from all constituents of the branch o Adhere to the TATs on first customer contact & follow ups from the date the lead is being registered o Service branch customers for any query  Regular product training / refresher to the sales force of the branch  Ensure activation of bank’s sales force on a weekly, fortnightly, and monthly basis  Drive productivity by right advising of health insurance solutions  Measure penetration across relationship manager, client base / branch base  Update MBHI lead management system  Engage in branch customer awareness program and explore every possible opportunity to bundle the health insurance proposition  Create mindshare across branch leadership team  Drive effectively the Reward and recognition programs launched for the bank staff Key Requirements – Education & Certificates A graduate degree holder in any discipline Key Requirements - Experience & Skills 2-5 years of experience, preferably in Life / General Insurance Bancassurance only). Relationship Management/ Investment & Wealth Advisory (Banks) Key Functional Competencies Functional competency Beginner Intermediate Expert Convincing Skills Yes Product/Insurance Knowledge Yes Continuous Learning Yes Technology Proficiency Yes Team Work Yes Problem Solving & Analytical Skills Yes Compliance& Regulatory Knowledge Yes Customer Focus Yes Comments if Any/ Add. Comp. Comments If Any/ Additional Functional Competency Special Differentiating Responsibilities Managing 3 branches. Focusing higher segment penetration. First in the industry concept. Propensity Lead support from HO Behavioral Competency Behavioral competency Beginner Intermediate Expert Strategic Mindset Yes Entrepreneurship Yes Execution Excellence Yes Building High Performing Teams Comments if Any

JOB PROFILE Position Relationship Manager Location Tirunelveli Reports to Area Manager Category Institutional Sales Reporting Area Manager Level Assistant Manager Our Purpose At Niva Bupa, our purpose is “to give every Indian the confidence to access the best healthcare” by empowering them with knowledge, guiding them with expertise, and providing them with a gamut of services that instils confidence and puts control back in their hands- just the way they want every moment of their life to be. Our Values Commitment Innovation Empathy Collaboration Transparency About Niva Bupa Health Insurance Company Niva Bupa Health Insurance Company Limited (formerly known as Max Bupa Health Insurance Company Limited) is a joint venture between Fettle Tone LLP (an affiliate of True North Fund VI LLP), a leading Indian private equity firm, and the Bupa Group, a leading international healthcare company with a legacy of providing specialized healthcare services for over 70 years. Niva Bupa’s growth story has been phenomenal. We are one of the fastest growing Stand Alone Health Insurers in the country with a current employee strength of 7000+ with growth rate of 154% since FY 20 and growing. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it. Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the best workplaces in the BFSI industry. Niva Bupa is an Equal Opportunity Employer committed to achieving diversity within its workforce, and encourages all qualified applicants to apply, irrespective of gender, age, sexual orientation, disability, culture, religious and ethnic background. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially-abled professionals to join our team. Key Roles & Responsibilities Primary Role Description The job holder is a key member of a team responsible for managing the Niva Bupa regional Sales through the Bancassurance partner. The job holder will work closely with the partner channel, particularly branch managers of the Banca partners, Customer Service and across the business to ensure the timely delivery of high value, high quality services to Banca beneficiaries. Key Roles & Responsibilities:  Achieve assigned annual target of the branch by driving sales across all customer segments- Business mix in terms of blended premium & no. of cases.  Maintain cordial relationship across all ranks of the branch and resolve escalations with in TATs  Support bank’s sales force in terms of various activities like o Joint sales calls to generate leads o Update branch manager on accurate records of referrals received from all constituents of the branch o Adhere to the TATs on first customer contact & follow ups from the date the lead is being registered o Service branch customers for any query  Regular product training / refresher to the sales force of the branch  Ensure activation of bank’s sales force on a weekly, fortnightly, and monthly basis  Drive productivity by right advising of health insurance solutions  Measure penetration across relationship manager, client base / branch base  Update MBHI lead management system  Engage in branch customer awareness program and explore every possible opportunity to bundle the health insurance proposition  Create mindshare across branch leadership team  Drive effectively the Reward and recognition programs launched for the bank staff Key Requirements – Education & Certificates A graduate degree holder in any discipline Key Requirements - Experience & Skills 2-5 years of experience, preferably in Life / General Insurance Bancassurance only). Relationship Management/ Investment & Wealth Advisory (Banks) Key Functional Competencies Functional competency Beginner Intermediate Expert Convincing Skills Yes Product/Insurance Knowledge Yes Continuous Learning Yes Technology Proficiency Yes Team Work Yes Problem Solving & Analytical Skills Yes Compliance& Regulatory Knowledge Yes Customer Focus Yes Comments if Any/ Add. Comp. Comments If Any/ Additional Functional Competency Special Differentiating Responsibilities Managing 3 branches. Focusing higher segment penetration. First in the industry concept. Propensity Lead support from HO Behavioral Competency Behavioral competency Beginner Intermediate Expert Strategic Mindset Yes Entrepreneurship Yes Execution Excellence Yes Building High Performing Teams Comments if Any

JOB PROFILE Position Relationship Manager Location Coimbatore Reports to Area Manager Category Institutional Sales Reporting Area Manager Level Assistant Manager Our Purpose At Niva Bupa, our purpose is “to give every Indian the confidence to access the best healthcare” by empowering them with knowledge, guiding them with expertise, and providing them with a gamut of services that instils confidence and puts control back in their hands- just the way they want every moment of their life to be. Our Values Commitment Innovation Empathy Collaboration Transparency About Niva Bupa Health Insurance Company Niva Bupa Health Insurance Company Limited (formerly known as Max Bupa Health Insurance Company Limited) is a joint venture between Fettle Tone LLP (an affiliate of True North Fund VI LLP), a leading Indian private equity firm, and the Bupa Group, a leading international healthcare company with a legacy of providing specialized healthcare services for over 70 years. Niva Bupa’s growth story has been phenomenal. We are one of the fastest growing Stand Alone Health Insurers in the country with a current employee strength of 7000+ with growth rate of 154% since FY 20 and growing. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it. Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the best workplaces in the BFSI industry. Niva Bupa is an Equal Opportunity Employer committed to achieving diversity within its workforce, and encourages all qualified applicants to apply, irrespective of gender, age, sexual orientation, disability, culture, religious and ethnic background. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially-abled professionals to join our team. Key Roles & Responsibilities Primary Role Description The job holder is a key member of a team responsible for managing the Niva Bupa regional Sales through the Bancassurance partner. The job holder will work closely with the partner channel, particularly branch managers of the Banca partners, Customer Service and across the business to ensure the timely delivery of high value, high quality services to Banca beneficiaries. Key Roles & Responsibilities:  Achieve assigned annual target of the branch by driving sales across all customer segments- Business mix in terms of blended premium & no. of cases.  Maintain cordial relationship across all ranks of the branch and resolve escalations with in TATs  Support bank’s sales force in terms of various activities like o Joint sales calls to generate leads o Update branch manager on accurate records of referrals received from all constituents of the branch o Adhere to the TATs on first customer contact & follow ups from the date the lead is being registered o Service branch customers for any query  Regular product training / refresher to the sales force of the branch  Ensure activation of bank’s sales force on a weekly, fortnightly, and monthly basis  Drive productivity by right advising of health insurance solutions  Measure penetration across relationship manager, client base / branch base  Update MBHI lead management system  Engage in branch customer awareness program and explore every possible opportunity to bundle the health insurance proposition  Create mindshare across branch leadership team  Drive effectively the Reward and recognition programs launched for the bank staff Key Requirements – Education & Certificates A graduate degree holder in any discipline Key Requirements - Experience & Skills 2-5 years of experience, preferably in Life / General Insurance Bancassurance only). Relationship Management/ Investment & Wealth Advisory (Banks) Key Functional Competencies Functional competency Beginner Intermediate Expert Convincing Skills Yes Product/Insurance Knowledge Yes Continuous Learning Yes Technology Proficiency Yes Team Work Yes Problem Solving & Analytical Skills Yes Compliance& Regulatory Knowledge Yes Customer Focus Yes Comments if Any/ Add. Comp. Comments If Any/ Additional Functional Competency Special Differentiating Responsibilities Managing 3 branches. Focusing higher segment penetration. First in the industry concept. Propensity Lead support from HO Behavioral Competency Behavioral competency Beginner Intermediate Expert Strategic Mindset Yes Entrepreneurship Yes Execution Excellence Yes Building High Performing Teams Comments if Any

JOB PROFILE Position Relationship Manager Location Coimbatore Reports to Area Manager Category Institutional Sales Reporting Area Manager Level Assistant Manager Our Purpose At Niva Bupa, our purpose is “to give every Indian the confidence to access the best healthcare” by empowering them with knowledge, guiding them with expertise, and providing them with a gamut of services that instils confidence and puts control back in their hands- just the way they want every moment of their life to be. Our Values Commitment Innovation Empathy Collaboration Transparency About Niva Bupa Health Insurance Company Niva Bupa Health Insurance Company Limited (formerly known as Max Bupa Health Insurance Company Limited) is a joint venture between Fettle Tone LLP (an affiliate of True North Fund VI LLP), a leading Indian private equity firm, and the Bupa Group, a leading international healthcare company with a legacy of providing specialized healthcare services for over 70 years. Niva Bupa’s growth story has been phenomenal. We are one of the fastest growing Stand Alone Health Insurers in the country with a current employee strength of 7000+ with growth rate of 154% since FY 20 and growing. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it. Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the best workplaces in the BFSI industry. Niva Bupa is an Equal Opportunity Employer committed to achieving diversity within its workforce, and encourages all qualified applicants to apply, irrespective of gender, age, sexual orientation, disability, culture, religious and ethnic background. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially-abled professionals to join our team. Key Roles & Responsibilities Primary Role Description The job holder is a key member of a team responsible for managing the Niva Bupa regional Sales through the Bancassurance partner. The job holder will work closely with the partner channel, particularly branch managers of the Banca partners, Customer Service and across the business to ensure the timely delivery of high value, high quality services to Banca beneficiaries. Key Roles & Responsibilities:  Achieve assigned annual target of the branch by driving sales across all customer segments- Business mix in terms of blended premium & no. of cases.  Maintain cordial relationship across all ranks of the branch and resolve escalations with in TATs  Support bank’s sales force in terms of various activities like o Joint sales calls to generate leads o Update branch manager on accurate records of referrals received from all constituents of the branch o Adhere to the TATs on first customer contact & follow ups from the date the lead is being registered o Service branch customers for any query  Regular product training / refresher to the sales force of the branch  Ensure activation of bank’s sales force on a weekly, fortnightly, and monthly basis  Drive productivity by right advising of health insurance solutions  Measure penetration across relationship manager, client base / branch base  Update MBHI lead management system  Engage in branch customer awareness program and explore every possible opportunity to bundle the health insurance proposition  Create mindshare across branch leadership team  Drive effectively the Reward and recognition programs launched for the bank staff Key Requirements – Education & Certificates A graduate degree holder in any discipline Key Requirements - Experience & Skills 2-5 years of experience, preferably in Life / General Insurance Bancassurance only). Relationship Management/ Investment & Wealth Advisory (Banks) Key Functional Competencies Functional competency Beginner Intermediate Expert Convincing Skills Yes Product/Insurance Knowledge Yes Continuous Learning Yes Technology Proficiency Yes Team Work Yes Problem Solving & Analytical Skills Yes Compliance& Regulatory Knowledge Yes Customer Focus Yes Comments if Any/ Add. Comp. Comments If Any/ Additional Functional Competency Special Differentiating Responsibilities Managing 3 branches. Focusing higher segment penetration. First in the industry concept. Propensity Lead support from HO Behavioral Competency Behavioral competency Beginner Intermediate Expert Strategic Mindset Yes Entrepreneurship Yes Execution Excellence Yes Building High Performing Teams Comments if Any

Greet and assist walk-in customers at the showroom. Conduct detailed needs analysis to recommend the right vehicle model and variant. Provide product demonstrations and organize test drives. Explain vehicle features, pricing, finance options, insurance, and exchange offers. Follow up on sales leads, cold calls, and referrals. Maintain accurate customer records and update CRM tools regularly. Achieve monthly sales targets set by the dealership. Assist customers with documentation for vehicle purchase, loan, and registration. Coordinate with the finance and delivery teams for smooth vehicle handover. Handle post-sale customer queries and support. Stay updated on Maruti Suzuki product range, pricing, and competitors. Gather customer feedback and report market trends to the sales manager Job Type: Full-time Pay: ₹18,000.00 - ₹25,000.00 per month Benefits: Health insurance Internet reimbursement Life insurance Provident Fund Work Location: In person

Job Title: Relationship Manager – Home Loan & LAP (NBFC/Bank) Experience: Min. 1 year in HL/LAP sales Location: [Add City/Region] Industry: Banking/NBFC Responsibilities: Sell Home Loan & Loan Against Property products. Source business via DSA, builders, brokers, and direct channels. Maintain relationships with clients & partners. Ensure documentation & KYC compliance. Achieve monthly sales targets. Requirements: Graduate (MBA preferred). Experience in HL/LAP with NBFC or Bank. Strong local market network. Good communication & negotiation skills. Perks: Attractive incentives + career growth opportunities. Job Type: Full-time Pay: ₹16,549.37 - ₹30,000.00 per month Benefits: Cell phone reimbursement Health insurance Provident Fund Work Location: In person Speak with the employer +91 6267644924

Company Description PBPartners is a distinguished brand under Policybazaar Insurance Brokers Private Limited. We combine top-tier insurance products with exceptional in-person customer assistance to ensure a smooth and effective insurance journey for our customers. Our primary office is located in Gurgaon, at Registration Number 742 with License Category of Composite Broker. We pride ourselves on facilitating seamless insurance experiences for our clients. Role Description This is a full-time, on-site role for a Relationship Manager, located in Moradabad. The Relationship Manager will be responsible for managing and nurturing relationships with clients, providing excellent customer service, and ensuring a smooth insurance process. Daily tasks include engaging with clients, understanding their insurance needs, providing appropriate product recommendations, and maintaining client satisfaction throughout their insurance journey. Qualifications Proven experience in customer relationship management and client servicing Strong understanding of insurance products and services Excellent communication and interpersonal skills Ability to problem-solve and provide timely solutions Organization and time management skills Ability to work effectively in an on-site, team-oriented environment Bachelor's degree in Business Administration, Finance, or a related field is preferred

As a Relationship Manager specializing in B2B & B2C Sales, your role will involve planning and executing cold outreach strategies such as emails and calls to attract new leads. You will be responsible for scheduling meetings with prospective clients and nurturing these leads by gaining an in-depth understanding of their issues. Your negotiation skills will play a key role in closing multiple sales deals to drive high revenue for the company. Additionally, you will focus on selling and upselling the company's products/services to both existing and potential customers. Maintaining accurate sales records and accounts, handling customer complaints and queries, and staying updated with industry developments are essential aspects of this role. You will be required to prepare quotes for customers and engage in follow-up communications to ensure customer satisfaction. Your primary objective will be to cultivate strong relationships with clients in order to effectively promote and sell the company's offerings. The ideal candidate for this position should possess strong relationship-building, communication, and negotiation skills. The ability to work independently, manage time efficiently, and successfully close deals is crucial. A basic understanding of financial markets will be advantageous in fulfilling the responsibilities of this role. This is a full-time, permanent position that requires working during day shifts at the company's physical location. Proficiency in English is preferred for effective communication. If you are interested in this opportunity, please contact the employer at +91 8511911229.,

JOB PROFILE Position Relationship Manager Location Noida Sector 64 Reporting Mgr. Name - Department Digital SBU- Telesales Reporting Mgr. Designation Offered Grade M7-M9 Our Purpose At Niva Bupa, our purpose is “to give every Indian the confidence to access the best healthcare” Our Values Commitment 2. Innovation 3. Empathy 4. Collaboration 5. Transparency Proficiency Level (Please Tick) L1: - HEAD OF FUNCTION/BUSINESS (Sr. Leadership Team) L2: - MANAGER OF MANAGER L3: - MANAGER L4: - INDIVIDUAL CONTRIBUTOR About Niva Bupa Health Insurance Company Niva Bupa Health Insurance Company Limited (formerly known as Max Bupa Health Insurance Company Limited) is a joint venture between Fettle Tone LLP (an affiliate of True North Fund VI LLP), a leading Indian private equity firm, and the Bupa Group, a leading international healthcare company with a legacy of providing specialized healthcare services for over 70 years. Niva Bupa’s growth story has been phenomenal. We are one of the fastest growing Stand Alone Health Insurers in the country with a current employee strength of 7000+ with growth rate of 154% since FY 20 and growing. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it. Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the best workplaces in the BFSI industry. Niva Bupa is an Equal Opportunity Employer committed to achieving diversity within its workforce, and encourages all qualified applicants to apply, irrespective of gender, age, sexual orientation, disability, culture, religious and ethnic background. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially-abled professionals to join our team. ESG: Supporting action to protect, restore and regenerate local environments for the benefit of our customers our people, our communities and wider society For more Details visit our website- www.nivabupa.com Key Roles & Responsibilities Primary Role Description: -  To achieve sales targets using consultative sales approach, whilst ensuring service levels and customer satisfaction remain paramount.  Responsible for sales targets through Inbound and outbound sales Key Roles & Responsibilities  To manage personal workloads efficiently & create opportunities to achieve and increase sales, persistency and conversion targets.  To ensure minimum phone statistic requirements are met.  To ensure minimum productivity standards are met at all times.  To use solution/consultative selling approach to provide the most appropriate recommendations for prospective Niva Bupa customers.  Driving new sales.  Delivery of revenue across all products.  Providing world class customer experience.  Needs to have a clear understanding of the internal and regulatory policies.  Constantly driving results. Key Requirements – Education & Certificates  Any Graduate Key Requirements - Experience & Skills  Good Communication Skills.  1-2 Years of experience in Telesales(Outbound)

JOB PROFILE Position Relationship Manager Location Noida Sector 64 Reporting Mgr. Name - Department Digital SBU- Telesales Reporting Mgr. Designation Offered Grade M7-M9 Our Purpose At Niva Bupa, our purpose is “to give every Indian the confidence to access the best healthcare” Our Values Commitment 2. Innovation 3. Empathy 4. Collaboration 5. Transparency Proficiency Level (Please Tick) L1: - HEAD OF FUNCTION/BUSINESS (Sr. Leadership Team) L2: - MANAGER OF MANAGER L3: - MANAGER L4: - INDIVIDUAL CONTRIBUTOR About Niva Bupa Health Insurance Company Niva Bupa Health Insurance Company Limited (formerly known as Max Bupa Health Insurance Company Limited) is a joint venture between Fettle Tone LLP (an affiliate of True North Fund VI LLP), a leading Indian private equity firm, and the Bupa Group, a leading international healthcare company with a legacy of providing specialized healthcare services for over 70 years. Niva Bupa’s growth story has been phenomenal. We are one of the fastest growing Stand Alone Health Insurers in the country with a current employee strength of 7000+ with growth rate of 154% since FY 20 and growing. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it. Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the best workplaces in the BFSI industry. Niva Bupa is an Equal Opportunity Employer committed to achieving diversity within its workforce, and encourages all qualified applicants to apply, irrespective of gender, age, sexual orientation, disability, culture, religious and ethnic background. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially-abled professionals to join our team. ESG: Supporting action to protect, restore and regenerate local environments for the benefit of our customers our people, our communities and wider society For more Details visit our website- www.nivabupa.com Key Roles & Responsibilities Primary Role Description: -  To achieve sales targets using consultative sales approach, whilst ensuring service levels and customer satisfaction remain paramount.  Responsible for sales targets through Inbound and outbound sales Key Roles & Responsibilities  To manage personal workloads efficiently & create opportunities to achieve and increase sales, persistency and conversion targets.  To ensure minimum phone statistic requirements are met.  To ensure minimum productivity standards are met at all times.  To use solution/consultative selling approach to provide the most appropriate recommendations for prospective Niva Bupa customers.  Driving new sales.  Delivery of revenue across all products.  Providing world class customer experience.  Needs to have a clear understanding of the internal and regulatory policies.  Constantly driving results. Key Requirements – Education & Certificates  Any Graduate Key Requirements - Experience & Skills  Good Communication Skills.  1-2 Years of experience in Telesales(Outbound)

JOB PROFILE Position Relationship Manager Location Noida Sector 64 Reporting Mgr. Name - Department Digital SBU- Telesales Reporting Mgr. Designation Offered Grade M7-M9 Our Purpose At Niva Bupa, our purpose is “to give every Indian the confidence to access the best healthcare” Our Values Commitment 2. Innovation 3. Empathy 4. Collaboration 5. Transparency Proficiency Level (Please Tick) L1: - HEAD OF FUNCTION/BUSINESS (Sr. Leadership Team) L2: - MANAGER OF MANAGER L3: - MANAGER L4: - INDIVIDUAL CONTRIBUTOR About Niva Bupa Health Insurance Company Niva Bupa Health Insurance Company Limited (formerly known as Max Bupa Health Insurance Company Limited) is a joint venture between Fettle Tone LLP (an affiliate of True North Fund VI LLP), a leading Indian private equity firm, and the Bupa Group, a leading international healthcare company with a legacy of providing specialized healthcare services for over 70 years. Niva Bupa’s growth story has been phenomenal. We are one of the fastest growing Stand Alone Health Insurers in the country with a current employee strength of 7000+ with growth rate of 154% since FY 20 and growing. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it. Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the best workplaces in the BFSI industry. Niva Bupa is an Equal Opportunity Employer committed to achieving diversity within its workforce, and encourages all qualified applicants to apply, irrespective of gender, age, sexual orientation, disability, culture, religious and ethnic background. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially-abled professionals to join our team. ESG: Supporting action to protect, restore and regenerate local environments for the benefit of our customers our people, our communities and wider society For more Details visit our website- www.nivabupa.com Key Roles & Responsibilities Primary Role Description: -  To achieve sales targets using consultative sales approach, whilst ensuring service levels and customer satisfaction remain paramount.  Responsible for sales targets through Inbound and outbound sales Key Roles & Responsibilities  To manage personal workloads efficiently & create opportunities to achieve and increase sales, persistency and conversion targets.  To ensure minimum phone statistic requirements are met.  To ensure minimum productivity standards are met at all times.  To use solution/consultative selling approach to provide the most appropriate recommendations for prospective Niva Bupa customers.  Driving new sales.  Delivery of revenue across all products.  Providing world class customer experience.  Needs to have a clear understanding of the internal and regulatory policies.  Constantly driving results. Key Requirements – Education & Certificates  Any Graduate Key Requirements - Experience & Skills  Good Communication Skills.  1-2 Years of experience in Telesales(Outbound)

JOB PROFILE Position Relationship Manager Location Noida Sector 64 Reporting Mgr. Name - Department Digital SBU- Telesales Reporting Mgr. Designation Offered Grade M7-M9 Our Purpose At Niva Bupa, our purpose is “to give every Indian the confidence to access the best healthcare” Our Values Commitment 2. Innovation 3. Empathy 4. Collaboration 5. Transparency Proficiency Level (Please Tick) L1: - HEAD OF FUNCTION/BUSINESS (Sr. Leadership Team) L2: - MANAGER OF MANAGER L3: - MANAGER L4: - INDIVIDUAL CONTRIBUTOR About Niva Bupa Health Insurance Company Niva Bupa Health Insurance Company Limited (formerly known as Max Bupa Health Insurance Company Limited) is a joint venture between Fettle Tone LLP (an affiliate of True North Fund VI LLP), a leading Indian private equity firm, and the Bupa Group, a leading international healthcare company with a legacy of providing specialized healthcare services for over 70 years. Niva Bupa’s growth story has been phenomenal. We are one of the fastest growing Stand Alone Health Insurers in the country with a current employee strength of 7000+ with growth rate of 154% since FY 20 and growing. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it. Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the best workplaces in the BFSI industry. Niva Bupa is an Equal Opportunity Employer committed to achieving diversity within its workforce, and encourages all qualified applicants to apply, irrespective of gender, age, sexual orientation, disability, culture, religious and ethnic background. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially-abled professionals to join our team. ESG: Supporting action to protect, restore and regenerate local environments for the benefit of our customers our people, our communities and wider society For more Details visit our website- www.nivabupa.com Key Roles & Responsibilities Primary Role Description: -  To achieve sales targets using consultative sales approach, whilst ensuring service levels and customer satisfaction remain paramount.  Responsible for sales targets through Inbound and outbound sales Key Roles & Responsibilities  To manage personal workloads efficiently & create opportunities to achieve and increase sales, persistency and conversion targets.  To ensure minimum phone statistic requirements are met.  To ensure minimum productivity standards are met at all times.  To use solution/consultative selling approach to provide the most appropriate recommendations for prospective Niva Bupa customers.  Driving new sales.  Delivery of revenue across all products.  Providing world class customer experience.  Needs to have a clear understanding of the internal and regulatory policies.  Constantly driving results. Key Requirements – Education & Certificates  Any Graduate Key Requirements - Experience & Skills  Good Communication Skills.  1-2 Years of experience in Telesales(Outbound)

JOB PROFILE Position Relationship Manager Location Noida Sector 64 Reporting Mgr. Name - Department Digital SBU- Telesales Reporting Mgr. Designation Offered Grade M7-M9 Our Purpose At Niva Bupa, our purpose is “to give every Indian the confidence to access the best healthcare” Our Values Commitment 2. Innovation 3. Empathy 4. Collaboration 5. Transparency Proficiency Level (Please Tick) L1: - HEAD OF FUNCTION/BUSINESS (Sr. Leadership Team) L2: - MANAGER OF MANAGER L3: - MANAGER L4: - INDIVIDUAL CONTRIBUTOR About Niva Bupa Health Insurance Company Niva Bupa Health Insurance Company Limited (formerly known as Max Bupa Health Insurance Company Limited) is a joint venture between Fettle Tone LLP (an affiliate of True North Fund VI LLP), a leading Indian private equity firm, and the Bupa Group, a leading international healthcare company with a legacy of providing specialized healthcare services for over 70 years. Niva Bupa’s growth story has been phenomenal. We are one of the fastest growing Stand Alone Health Insurers in the country with a current employee strength of 7000+ with growth rate of 154% since FY 20 and growing. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it. Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the best workplaces in the BFSI industry. Niva Bupa is an Equal Opportunity Employer committed to achieving diversity within its workforce, and encourages all qualified applicants to apply, irrespective of gender, age, sexual orientation, disability, culture, religious and ethnic background. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially-abled professionals to join our team. ESG: Supporting action to protect, restore and regenerate local environments for the benefit of our customers our people, our communities and wider society For more Details visit our website- www.nivabupa.com Key Roles & Responsibilities Primary Role Description: -  To achieve sales targets using consultative sales approach, whilst ensuring service levels and customer satisfaction remain paramount.  Responsible for sales targets through Inbound and outbound sales Key Roles & Responsibilities  To manage personal workloads efficiently & create opportunities to achieve and increase sales, persistency and conversion targets.  To ensure minimum phone statistic requirements are met.  To ensure minimum productivity standards are met at all times.  To use solution/consultative selling approach to provide the most appropriate recommendations for prospective Niva Bupa customers.  Driving new sales.  Delivery of revenue across all products.  Providing world class customer experience.  Needs to have a clear understanding of the internal and regulatory policies.  Constantly driving results. Key Requirements – Education & Certificates  Any Graduate Key Requirements - Experience & Skills  Good Communication Skills.  1-2 Years of experience in Telesales(Outbound)

JOB PROFILE Position Relationship Manager Location Noida Sector 64 Reporting Mgr. Name - Department Digital SBU- Telesales Reporting Mgr. Designation Offered Grade M7-M9 Our Purpose At Niva Bupa, our purpose is “to give every Indian the confidence to access the best healthcare” Our Values Commitment 2. Innovation 3. Empathy 4. Collaboration 5. Transparency Proficiency Level (Please Tick) L1: - HEAD OF FUNCTION/BUSINESS (Sr. Leadership Team) L2: - MANAGER OF MANAGER L3: - MANAGER L4: - INDIVIDUAL CONTRIBUTOR About Niva Bupa Health Insurance Company Niva Bupa Health Insurance Company Limited (formerly known as Max Bupa Health Insurance Company Limited) is a joint venture between Fettle Tone LLP (an affiliate of True North Fund VI LLP), a leading Indian private equity firm, and the Bupa Group, a leading international healthcare company with a legacy of providing specialized healthcare services for over 70 years. Niva Bupa’s growth story has been phenomenal. We are one of the fastest growing Stand Alone Health Insurers in the country with a current employee strength of 7000+ with growth rate of 154% since FY 20 and growing. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it. Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the best workplaces in the BFSI industry. Niva Bupa is an Equal Opportunity Employer committed to achieving diversity within its workforce, and encourages all qualified applicants to apply, irrespective of gender, age, sexual orientation, disability, culture, religious and ethnic background. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially-abled professionals to join our team. ESG: Supporting action to protect, restore and regenerate local environments for the benefit of our customers our people, our communities and wider society For more Details visit our website- www.nivabupa.com Key Roles & Responsibilities Primary Role Description: -  To achieve sales targets using consultative sales approach, whilst ensuring service levels and customer satisfaction remain paramount.  Responsible for sales targets through Inbound and outbound sales Key Roles & Responsibilities  To manage personal workloads efficiently & create opportunities to achieve and increase sales, persistency and conversion targets.  To ensure minimum phone statistic requirements are met.  To ensure minimum productivity standards are met at all times.  To use solution/consultative selling approach to provide the most appropriate recommendations for prospective Niva Bupa customers.  Driving new sales.  Delivery of revenue across all products.  Providing world class customer experience.  Needs to have a clear understanding of the internal and regulatory policies.  Constantly driving results. Key Requirements – Education & Certificates  Any Graduate Key Requirements - Experience & Skills  Good Communication Skills.  1-2 Years of experience in Telesales(Outbound)

JOB PROFILE Position Relationship Manager Location Noida Sector 64 Reporting Mgr. Name - Department Digital SBU- Telesales Reporting Mgr. Designation Offered Grade M7-M9 Our Purpose At Niva Bupa, our purpose is “to give every Indian the confidence to access the best healthcare” Our Values Commitment 2. Innovation 3. Empathy 4. Collaboration 5. Transparency Proficiency Level (Please Tick) L1: - HEAD OF FUNCTION/BUSINESS (Sr. Leadership Team) L2: - MANAGER OF MANAGER L3: - MANAGER L4: - INDIVIDUAL CONTRIBUTOR About Niva Bupa Health Insurance Company Niva Bupa Health Insurance Company Limited (formerly known as Max Bupa Health Insurance Company Limited) is a joint venture between Fettle Tone LLP (an affiliate of True North Fund VI LLP), a leading Indian private equity firm, and the Bupa Group, a leading international healthcare company with a legacy of providing specialized healthcare services for over 70 years. Niva Bupa’s growth story has been phenomenal. We are one of the fastest growing Stand Alone Health Insurers in the country with a current employee strength of 7000+ with growth rate of 154% since FY 20 and growing. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it. Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the best workplaces in the BFSI industry. Niva Bupa is an Equal Opportunity Employer committed to achieving diversity within its workforce, and encourages all qualified applicants to apply, irrespective of gender, age, sexual orientation, disability, culture, religious and ethnic background. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially-abled professionals to join our team. ESG: Supporting action to protect, restore and regenerate local environments for the benefit of our customers our people, our communities and wider society For more Details visit our website- www.nivabupa.com Key Roles & Responsibilities Primary Role Description: -  To achieve sales targets using consultative sales approach, whilst ensuring service levels and customer satisfaction remain paramount.  Responsible for sales targets through Inbound and outbound sales Key Roles & Responsibilities  To manage personal workloads efficiently & create opportunities to achieve and increase sales, persistency and conversion targets.  To ensure minimum phone statistic requirements are met.  To ensure minimum productivity standards are met at all times.  To use solution/consultative selling approach to provide the most appropriate recommendations for prospective Niva Bupa customers.  Driving new sales.  Delivery of revenue across all products.  Providing world class customer experience.  Needs to have a clear understanding of the internal and regulatory policies.  Constantly driving results. Key Requirements – Education & Certificates  Any Graduate Key Requirements - Experience & Skills  Good Communication Skills.  1-2 Years of experience in Telesales(Outbound)

Post : Relationship Manager To Manage the Banca sales through assigned Bank To Resolving customer queries To Close The leads Provided By the assigned Bank To Handle the walk-in customer To Do Cross Selling of the Products Candidate profile : 📚 Qualification: Any Graduate 💼 Experience: Minimum 1 year in Sales / Banking / Finance / Insurance 🗣️ Communication: Must have good communication skills (verbal & written) 🎂 Age: 21 to 35 years Freshers Can Apply For more information call or Share your CV on WhatsApp : 7600843061 HR Jayraj

Key Responsibilities: · Drive direct sales of Demat accounts under the sub-broking partnership with Axis Securities & Arihant Capital. · Assist in margin collection for equity, commodity, and currency segments. · Generate revenue through brokerage and ensure consistent account activation. · Manage and motivate a sales team to achieve targets (applicable for experienced hires). · Educate and advise clients on investment opportunities and market trends. · Handle and resolve customer concerns and queries efficiently. · Execute cross-selling of value-added products (including training products). Qualifications: · Graduate or Postgraduate in any stream. · Prior experience in Broking, Investment Advisory, Algo or Financial Services is preferred. Skills Required: · Strong knowledge of stock market operations and products. · Target-driven with a proactive sales mindset. · Effective communication and interpersonal skills. · Ability to learn quickly and adapt to market dynamics. · Strong marketing and persuasion abilities. Other Details: · Location: Indore (Work from Office only) · Industry: Financial Services / Stock Broking / Investment Advisory

Designation : Relationship Manager • Achieving your sales Goal as per channel strategy • Mostly branch-work • Researching prospects and generating leads • Sales and negotiating skills • Build strong relationships with clients Candidate Profile : • Qualification : Graduate • Experience : Min 1 year of BFSI / Loan / CASA / Life Insurance / Insurance Sales • Age criteria : 21 to 36 YEARS • Good Communication Skills For more information Call OR WhatsApp : 95585 04345 HR Dhruvi

**THIS IS AN ON-ROLL OPPORTUNITY WITH BANKING SECTORE** Designation : Relationship Manager - Casa Sales Officer Responsibilities: • Handle the walk-in customer in branch • leads will given from branch and sales the CASA main product • Manage the Banca sales through assigned Bank • Resolving customer queries and also do cross sale Candidate Profile : Experience:- Any Sales experienced can apply Qualification:- Any graduate with good communication skills Age :- 21 to 35 years

Designation : Relationship Manager Meet customers and talk about bank and insurance products Share benefits and help them choose what suits the Go to customer places or call them for follow-ups Achieve sales targets and keep daily records Candidate Profile : • Any Graduate required • Min. 1 year exp. in Insurance / Life Insurance Sales • Age : 21 to 32 Yrs. • Good Communication Skills For more information Call OR WhatsApp : 90991 10239 HR Nikul

Execution Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership New Acquisition Banking Partners Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers Relationship Management Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography

What does this role hold for you?? Converting prospects into customers by showcasing appropriate primary residential properties to the prospects, matching the investment need of the prospects. Using leads generated by the Marketing team as well as generating self-leads to convert them into customers, through local activities (procuring relevant databases, doing on-ground activities in corporates, clubs etc.). Taking prospects for site visits, answering all relevant queries in the process, liaising with Developer or with PropTigers Developer Relations Team for any clarification, if needed. Ensuring compliance with the operations process. Ensuring that prospects and customers are satisfied with their interaction with PropTiger at all touchpoints. Providing after sales services and assisting in Home Loans for the customers. Apply if you have Graduation / MBA degree. A positive attitude for doing 2-3 meetings each day and enjoy doing sales. Experience in direct sales. Good communication skills. Dexterity in understanding the requirements of prospects and pitch property solutions to prospects. High level of passion and ownership. Locations : Pune