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15.0 - 24.0 years
30 - 45 Lacs
bengaluru
Work from Office
We are seeking highly energetic, self-motivated individuals with a passion for creating holistic, technology-driven wealth management experiences for our customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively manage and deliver results for a wide and diverse group of stakeholders. You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently, and prioritize appropriately. In addition, you will possess excellent communication skills and demonstrate strong relationship-building skills with both internal departments and external parties. Key Responsibilities of the role holder: A fantastic opportunity has arisen for an ambitious and experienced professional to jump-start business development and client acquisition for our Client. In this key role, the incumbent will act as an experienced and trusted representative of our Client to its clients and deliver a range of bespoke services to high-profile and successful HNWs and UHNWs through meaningful Product differentiation and Advisory services. Key responsibilities include: Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios. Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling Formulate outbound and inbound sales plans to acquire new HNI Clients to increase the customer base of the portfolio Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: Ability to use & analyze data tools related to wealth products Benchmarking Peers/ Execution on Key Initiatives/Management Discussion/ MIS Review Maintaining external network i.e. maintaining contact with the customers Attitude to service clients by providing them smooth and superior service delivery Experience in building and maintaining long-term relationships, deepening relationships, and growing revenues for the organization Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills Decision-making skills with a strong sense of ownership and the ability to work under pressure Ensure compliance with key regulatory and organization-level requirements Our commitment to Diversity, Equity, and Inclusion The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work Experience: 15-25 years of relevant experience in Investment Advisory Wealth management MBA CA or equivalent from a premium institute Relevant certifications Desired Knowledge Skills: Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations Ability to think and execute strategically, prioritize and resolve complex problems Detail-oriented with superior organizational and time management skills, including delegation of work Team player with the ability to collaborate with others Ability and interest to work in a fast-paced, evolving environment.
Posted 21 hours ago
1.0 - 6.0 years
1 - 4 Lacs
madurai, salem
Work from Office
Job descriptionKey Responsibilities: Recruit, train, and develop new agents for Life insurance sales. Achieve monthly and annual sales targets through effective field sales activities. Drive business through existing and new agency networks. Conduct joint field calls with agents to support their business development. Monitor and evaluate agent performance; provide necessary coaching and motivation. Ensure high levels of customer satisfaction and policy persistency. Organize regular training and development programs for agents. Stay updated on competitor activities and market trends. Maintain proper documentation and reports as per company standards. Skills & Qualifications: Minimum 1 years of experience in Commercial insurance field sales, preferably in the agency channel. Strong sales, negotiation, and relationship-building skills. Good understanding of insurance products and regulatory requirements. Ability to motivate and manage a team of agents effectively. Excellent communication and interpersonal skills. Goal-oriented with a focus on performance and results. Proficiency in local language(s) and English. Bachelor's degree in any discipline (preferred). Key Competencies: Channel Sales Management Team Handling & Agent Development Customer Relationship Management Insurance Sales & Product Knowledge Target Achievement & Lead Generation Territory Management Role & responsibilities share your resume at asmirastogi@pbpartners.com or 8851837767
Posted 21 hours ago
2.0 - 7.0 years
4 - 9 Lacs
fatehabad
Work from Office
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
Posted 21 hours ago
1.0 - 6.0 years
1 - 4 Lacs
hyderabad, salem, chennai
Work from Office
Job descriptionKey Responsibilities: Recruit, train, and develop new agents for Life insurance sales. Achieve monthly and annual sales targets through effective field sales activities. Drive business through existing and new agency networks. Conduct joint field calls with agents to support their business development. Monitor and evaluate agent performance; provide necessary coaching and motivation. Ensure high levels of customer satisfaction and policy persistency. Organize regular training and development programs for agents. Stay updated on competitor activities and market trends. Maintain proper documentation and reports as per company standards. Skills & Qualifications: Minimum 1 years of experience in Commercial insurance field sales, preferably in the agency channel. Strong sales, negotiation, and relationship-building skills. Good understanding of insurance products and regulatory requirements. Ability to motivate and manage a team of agents effectively. Excellent communication and interpersonal skills. Goal-oriented with a focus on performance and results. Proficiency in local language(s) and English. Bachelor's degree in any discipline (preferred). Key Competencies: Channel Sales Management Team Handling & Agent Development Customer Relationship Management Insurance Sales & Product Knowledge Target Achievement & Lead Generation Territory Management Role & responsibilities share your resume at asmirastogi@pbpartners.com or 8851837767
Posted 21 hours ago
7.0 - 12.0 years
8 - 15 Lacs
kolkata, hyderabad, delhi / ncr
Work from Office
Lead PCG team leads and Relationship manager Develop & execute overall advisory strategy Build & maintain strong relationships Drive revenue growth & profitability Manage & develop the advisory team Market research & new business opportunities
Posted 21 hours ago
0.0 - 3.0 years
0 - 3 Lacs
gurugram, delhi / ncr
Work from Office
Roles and Responsibilities Manage Banca channel sales activities to achieve targets. Develop and maintain relationships with bank partners for cross-selling opportunities. Thanks and Regards, Anjali WP :7078589924
Posted 21 hours ago
1.0 - 3.0 years
3 - 5 Lacs
bengaluru
Work from Office
Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tatas esteemed leadership with AIAs extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives. We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a Great Place to Work and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, People - Our Core, emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion. Fuel your future with us, find your wings, and S. O. A. R. Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth. Position Overview Position Title Relationship Manager - HDFC Securities Department Partnership Distribution Level/ Band Executive-209 Role Summary: Provide support in Sales of Life Insurance business to equity & securities customers at HDFC Securities branches & at customer premises across assigned locations Organizational Relationships Reports To AM/ TM Supervises NA Job Dimensions Geographic Area Covered Zone/ Cluster Stakeholders Internal Training Branch Operations Distribution Operations Stakeholders External Channel Partner Key Result Areas Organization Process Key Contributions Sales Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branches Working jointing with the Branch Manager on Business Implementation plan Driving and motivating the branch staff and providing closure support & logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the HDFC Securities branch staff and ensure the business targets and Productivity targets of the allocated branches are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree and implement short term and long term plans to achieve sales targets To achieve branch staff activation targets Work collectively with HDFC Securities staff and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Relationship Management Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers To maintain the desired persistency ratio Prompt post-sales service with respect to all domains Strategize and interact closely with the HDFC Securities branch manager on business plan execution Ensure that there are nil escalations on service quality and responsiveness by Partner Ensure Compliance Ensure compliance to internal sales process & other compliance standards Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. Skills Required Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness Self management Problem solving skills Peer level co-ordination and influencing skills Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills Incumbent Characteristics Essential Desired Qualification Graduate Experience 1 3 years in Sales Disclaimer : Tata AIA Life Insurance does not charge any fees from candidates during the hiring process. Verify job offers through official Tata AIA communication channels to avoid fraud. The job description is the sole property of Tata AIA Life Insurance. The content of this JD is confidential, and unauthorized changes or reproduction are forbidden. To know more about Tata AIA Life, click on the weblink:
Posted 21 hours ago
1.0 - 2.0 years
0 - 0 Lacs
ahmedabad, rajkot, surat
Work from Office
must have field work experience.
Posted 21 hours ago
1.0 - 6.0 years
1 - 4 Lacs
bengaluru, belgaum
Work from Office
Job description Key Responsibilities: Recruit, train, and develop new agents for Life insurance sales. Achieve monthly and annual sales targets through effective field sales activities. Drive business through existing and new agency networks. Conduct joint field calls with agents to support their business development. Monitor and evaluate agent performance; provide necessary coaching and motivation. Ensure high levels of customer satisfaction and policy persistency. Organize regular training and development programs for agents. Stay updated on competitor activities and market trends. Maintain proper documentation and reports as per company standards. Skills & Qualifications: Minimum 1 years of experience in Commercial insurance field sales, preferably in the agency channel. Strong sales, negotiation, and relationship-building skills. Good understanding of insurance products and regulatory requirements. Ability to motivate and manage a team of agents effectively. Excellent communication and interpersonal skills. Goal-oriented with a focus on performance and results. Proficiency in local language(s) and English. Bachelor's degree in any discipline (preferred). Key Competencies: Channel Sales Management Team Handling & Agent Development Customer Relationship Management Insurance Sales & Product Knowledge Target Achievement & Lead Generation Territory Management Role & responsibilities share your resume at asmirastogi@pbpartners.com or 8851837767
Posted 21 hours ago
2.0 - 7.0 years
2 - 4 Lacs
sriganganagar, karnal
Work from Office
Looking for RO in Life insurance.
Posted 22 hours ago
0.0 - 5.0 years
1 - 4 Lacs
kalimpong, malda
Work from Office
Role & responsibilities Need a candidate who can sale insurance while doing field work Preferred candidate profile
Posted 22 hours ago
3.0 - 8.0 years
8 - 8 Lacs
amritsar
Work from Office
Building and maintaining strong relationships with high-net-worth individuals Promoting and cross-selling a range of banking products such as savings accounts, fixed , credit cards, and insurance products to enhance the client's financial portfolio.
Posted 22 hours ago
15.0 - 25.0 years
30 - 40 Lacs
bengaluru
Work from Office
Key Responsibilities of the role holder: A fantastic opportunity has arisen for an ambitious and experienced professional to jump-start business development and client acquisition for our Client. In this key role, the incumbent will act as an experienced and trusted representative of our Client to its clients and deliver a range of bespoke services to high-profile and successful HNWs and UHNWs through meaningful Product differentiation and Advisory services. Key responsibilities include: Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios. Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling Formulate outbound and inbound sales plans to acquire new HNI Clients to increase the customer base of the portfolio Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: Ability to use & analyze data tools related to wealth products Benchmarking Peers/ Execution on Key Initiatives/Management Discussion/ MIS Review Maintaining external network i.e. maintaining contact with the customers Attitude to service clients by providing them with smooth and superior service delivery Experience in building and maintaining long-term relationships, deepening relationships and growing revenues for the organization Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills Decision-making skills with a strong sense of ownership and ability to work under pressure Ensure compliance with key regulatory and organization-level requirements Our commitment to Diversity, Equity and Inclusion The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work Experience: 10-25 years relevant experience in Investment Advisory Wealth management MBA CA or equivalent from a premium institute Relevant certifications Desired Knowledge Skills: Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations Ability to think and execute strategically, prioritize and resolve complex problems Detail-oriented with superior organizational and time management skills, including delegation of work Team player with the ability to collaborate with others Ability and interest to work in a fast-paced, evolving environment.
Posted 22 hours ago
15.0 - 25.0 years
30 - 40 Lacs
mumbai, new delhi, bengaluru
Work from Office
Use financial acumen and investment expertise to review a client's information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience. Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios. Focus on business development and achieve growth in relationship value, revenues & improve client stickiness Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance. Location- New Delhi,Mumbai,Bengaluru,Hyderabad
Posted 22 hours ago
15.0 - 25.0 years
30 - 45 Lacs
mumbai, new delhi, bengaluru
Work from Office
Use financial acumen and investment expertise to review a client's information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience. Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios. Focus on business development and achieve growth in relationship value, revenues & improve client stickiness Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance. Location- New Delhi,Mumbai,Bengaluru,Hyderabad
Posted 22 hours ago
15.0 - 25.0 years
30 - 40 Lacs
mumbai, new delhi, bengaluru
Work from Office
Use financial acumen and investment expertise to review a client's information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience. Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios. Focus on business development and achieve growth in relationship value, revenues & improve client stickiness Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance. Location- New Delhi,Mumbai,Bengaluru,Hyderabad.
Posted 22 hours ago
1.0 - 3.0 years
3 - 4 Lacs
siliguri
Remote
Role & responsibilities Job Summary: The Relationship Manager for Alternate Channel Sales will be responsible for building and managing relationships with partners in the alternate sales channels . This role requires a strategic thinker with strong interpersonal skills to drive business growth and achieve sales targets through non-traditional sales channels. Key Responsibilities: Develop and Manage Relationships: - Build and maintain strong relationships with partners in alternate sales channels (e.g., brokers, aggregators, digital platforms). - Identify and onboard new partners to expand the reach of our products. - Act as the primary point of contact for partners, ensuring their needs and concerns are addressed promptly. Training and Support: - Provide training and support to partners to ensure they are well-equipped to sell our products. - Conduct regular training sessions and workshops for partners to enhance their product knowledge and sales skills. Market Intelligence: - Keep abreast of market trends, competitor activities, and industry developments to identify opportunities for growth. - Provide feedback to the management team on market conditions, product performance, and partner feedback. Qualifications: - Education: - Bachelor's degree in Business, Marketing, or a related field. An MBA is preferred. - Experience: - Minimum of 1-3 years of experience in Health Insurance sales, with a focus on alternate sales channels. - Proven track record of achieving sales targets and managing relationships with partners. Skills: - Excellent communication, negotiation, and interpersonal skills. - Strong analytical and problem-solving abilities. - Ability to work independently and as part of a team. - Proficiency in MS Office Personal Attributes: - Results-oriented with a proactive approach. - Strong organizational and time management skills.
Posted 22 hours ago
3.0 - 8.0 years
4 - 9 Lacs
hubli, vijayapura, belgaum
Work from Office
Job Purpose : Acquisition, enhancement and retention of customers by providing best possible services and being the dedicated point of contact for customers of dairy and supply chain sector. Job Responsibilities(JR) : Sourcing and Business Generation Market Update and Change in Product Processes Relationship Building and Maintenance Delinquency/Rotation &Recovery Farmer Education and Capacity Increased penetration and cross sell Training and Development of SO/HBL Relationship with Retail Branches and Other Stake holders Others Educational Qualifications : Graduation (preferably Agri Business) Post-Graduation MBA (preferablyAgri Business) Key Skills : Sales and Influencing Skills Banking Product & Process Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry. Experience Required : Minimum experience of 1-2years in a similar role or Sales experience in Seed companies, Fertilizer companies, Agri Product companies, Banks, dairy Companies, Dairy Society, BC companies , NBFC etc. Preferred from Banking/Financial Services.
Posted 22 hours ago
1.0 - 3.0 years
3 - 4 Lacs
agra
Remote
Role & responsibilities Job Summary: The Relationship Manager for Alternate Channel Sales will be responsible for building and managing relationships with partners in the alternate sales channels . This role requires a strategic thinker with strong interpersonal skills to drive business growth and achieve sales targets through non-traditional sales channels. Key Responsibilities: Develop and Manage Relationships: - Build and maintain strong relationships with partners in alternate sales channels (e.g., brokers, aggregators, digital platforms). - Identify and onboard new partners to expand the reach of our products. - Act as the primary point of contact for partners, ensuring their needs and concerns are addressed promptly. Training and Support: - Provide training and support to partners to ensure they are well-equipped to sell our products. - Conduct regular training sessions and workshops for partners to enhance their product knowledge and sales skills. Market Intelligence: - Keep abreast of market trends, competitor activities, and industry developments to identify opportunities for growth. - Provide feedback to the management team on market conditions, product performance, and partner feedback. Qualifications: - Education: - Bachelor's degree in Business, Marketing, or a related field. An MBA is preferred. - Experience: - Minimum of 1-3 years of experience in Health Insurance sales, with a focus on alternate sales channels. - Proven track record of achieving sales targets and managing relationships with partners. Skills: - Excellent communication, negotiation, and interpersonal skills. - Strong analytical and problem-solving abilities. - Ability to work independently and as part of a team. - Proficiency in MS Office Personal Attributes: - Results-oriented with a proactive approach. - Strong organizational and time management skills.
Posted 22 hours ago
0.0 - 4.0 years
0 - 2 Lacs
udupi, shimoga, bengaluru
Work from Office
Leads will be generated from the assigned bank Cross selling of Life Insurance to the Bank customers. Customer business development . Relationship Management . Will be in payrolls of the Insurance company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companies product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in Life/Health/GI Insurance preferred Customers acquisition through resource utilization of banks database, foot falls, generated prospects. Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document. Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time. Support other Relationship Managers and the bank sales team where requested by the sales manager by coaching them in company knowledge, products, services & selling skills, accompanying them on client visits & modeling relevant behavior. Required Candidate profile Should have minimum 1 year sales experience in any of insurance channels. .Looking candidates from insurance, banking, pharma,retail, telecome and other sales verticals. Insurance experience or BFSI is mandatory. Graduation is must. Good track record and employment stability is must. Perks and Benefits CTC upto 3 lakhs + Conveyance + Incentives
Posted 23 hours ago
1.0 - 3.0 years
2 - 3 Lacs
mancherial, warangal, hyderabad
Work from Office
India's leading private sector life insurer has got vacancies in Nizamabad,Karimnagar,Nalgonda,Hyderabad,Mancherial and Warangal. Leads will be generated from the assigned bank Direct selling of various financial products to the existing customers. Customer business development . Relationship Management . Will be in payrolls of the company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in Life Insurance preferred Customers acquisition through resource utilization of banks database, foot falls, generated prospects. Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document. Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time. Support other Relationship Managers and the bank sales team where requested by the sales manager by coaching them in company knowledge, products, services & selling skills, accompanying them on client visits & modeling relevant behavior. Vacancy also Open at below mentioned location. Required Candidate profile Should have 1 year experience in insurance sales in any insurance channel. Looking candidates from insurance and banking. Insurance experience or BFSI is mandatory. Graduation is must. Good track record and employment stability is must.
Posted 23 hours ago
0.0 - 4.0 years
0 - 2 Lacs
hyderabad, vikarabad, lingampalli
Work from Office
Leads will be generated from the assigned bank Cross selling of Life Insurance to the Bank customers. Customer business development . Relationship Management . Will be in payrolls of the Insurance company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companies product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in Life/Health/GI Insurance preferred Customers acquisition through resource utilization of banks database, foot falls, generated prospects. Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document. Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time. Support other Relationship Managers and the bank sales team where requested by the sales manager by coaching them in company knowledge, products, services & selling skills, accompanying them on client visits & modeling relevant behavior. Required Candidate profile Should have minimum 1 year sales experience in any of insurance channels. .Looking candidates from insurance, banking, pharma,retail, telecome and other sales verticals. Insurance experience or BFSI is mandatory. Graduation is must. Good track record and employment stability is must. Perks and Benefits CTC upto 3 lakhs + Conveyance + Incentives
Posted 23 hours ago
0.0 - 4.0 years
0 - 2 Lacs
chevella, tandur, vanaparthi
Work from Office
Leads will be generated from the assigned bank Cross selling of Life Insurance to the Bank customers. Customer business development . Relationship Management . Will be in payrolls of the Insurance company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companies product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in Life/Health/GI Insurance preferred Customers acquisition through resource utilization of banks database, foot falls, generated prospects. Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document. Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time. Support other Relationship Managers and the bank sales team where requested by the sales manager by coaching them in company knowledge, products, services & selling skills, accompanying them on client visits & modeling relevant behavior. Required Candidate profile Should have minimum 1 year sales experience in any of insurance channels. .Looking candidates from insurance, banking, pharma,retail, telecome and other sales verticals. Insurance experience or BFSI is mandatory. Graduation is must. Good track record and employment stability is must. Perks and Benefits CTC upto 3 lakhs + Conveyance + Incentives
Posted 23 hours ago
1.0 - 3.0 years
2 - 3 Lacs
karimnagar, nalgonda, nizamabad
Work from Office
India's leading private sector life insurer has got vacancies in Nizamabad,Karimnagar,Nalgonda,Hyderabad,Mancherial and Warangal. Leads will be generated from the assigned bank Direct selling of various financial products to the existing customers. Customer business development . Relationship Management . Will be in payrolls of the company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in Life Insurance preferred Customers acquisition through resource utilization of banks database, foot falls, generated prospects. Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document. Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time. Support other Relationship Managers and the bank sales team where requested by the sales manager by coaching them in company knowledge, products, services & selling skills, accompanying them on client visits & modeling relevant behavior. Vacancy also Open at below mentioned location. Required Candidate profile Should have 1 year experience in insurance sales in any insurance channel. Looking candidates from insurance and banking. Insurance experience or BFSI is mandatory. Graduation is must. Good track record and employment stability is must.
Posted 23 hours ago
3.0 - 5.0 years
4 - 7 Lacs
mumbai, indore
Work from Office
Tradingo is looking for Relationship Manager to join our dynamic team and embark on a rewarding career journey Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients' needs and requirements and proposing suitable solutions. Providing clients with comprehensive product/service consultations and guiding their decision-making process. Upselling and cross-selling products/services to clients. Resolving complaints and issues efficiently and in a timely manner. Meeting sales/revenue targets. Ensuring client satisfaction.
Posted 23 hours ago
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