9226 Relationship Manager Jobs - Page 45

Job Title: Agency Sales Manager Location: Karnataka Company: Shriram Life Insurance Salary: Up to ₹4.5 LPA Job Description: We are seeking a dynamic and result-oriented Agency Sales Manager to join our team at Shriram Life Insurance. The ideal candidate will be responsible for recruiting, training, and managing a team of insurance agents to achieve sales targets in the Karnataka region. Key Responsibilities: Recruitment & Team Building: Identify and recruit potential insurance agents and advisors from the local market. Build and maintain a strong team by providing necessary training, guidance, and support. Sales Target Achievement: Drive business growth through effective sales strategies, ensuring that the team meets individual and team sales targets. Training & Development: Provide regular training sessions for agents on product knowledge, sales techniques, and effective customer engagement practices. Market Expansion: Develop and implement plans to increase market penetration and customer base within the assigned territory. Relationship Management: Build and maintain strong relationships with customers and agents, ensuring high levels of customer satisfaction and retention. Compliance: Ensure all sales activities comply with company policies, industry regulations, and ethical standards. Reporting: Regularly monitor and report on sales performance, market trends, and team activities to senior management. Qualifications: Education: Graduate in any discipline (MBA in Sales/Marketing preferred). Experience: Minimum of 1-4 years of experience in sales, preferably in the life insurance or financial services sector. Skills: Strong communication and interpersonal skills. Ability to lead and motivate a team. Good understanding of the local market and customer needs. Result-oriented with a proven track record in achieving sales targets. Proficiency in local languages (Kannada, Hindi, and English). Benefits: Competitive salary package up to ₹4.5 LPA. Performance-based incentives and bonuses. Opportunities for professional growth and development. Health insurance and other employee benefits.

Job Title: Virtual Relationship Manager (Kotak Mahindra Bank) Department: Sales / Customer Relationship Employment Type: Full-Time (On Kotak Bank Payroll) Location: Wagle Estate, Thane West Key Responsibilities: Handle customer interactions over calls for Kotak banking products. Drive sales and cross-sell banking products and services. Build and maintain long-term relationships with customers. Provide professional customer service to enhance customer satisfaction and trust. Achieve assigned sales and service targets. Eligibility Criteria:Gender: Male / Female Experience: Minimum 6 months of experience in Banking Sales / BPO Telecalling. (Freshers not eligible) Education: Graduate (Any stream) Age: 18 to 32 years Communication Skills: Excellent verbal communication in English Skills Required: Strong mathematical and calculation ability Persuasive and confident telecalling skills Customer-focused with good interpersonal skills Requirements: No employment gap exceeding 6 months will be considered. Candidate must be polished and professional. Salary: Up to ₹4,50,000 CTC per annum (based on interview performance) Incentives: Up to ₹35,000 per month Shift Timing: 9:30 AM – 6:30 PM (Fixed Day Shift) Performance-based incentives Opportunity for career growth in the banking sector Perks & Benefits:Direct employment with Kotak Mahindra Bank How to Apply: Contact:- HR Akshay Phone: +91 98221 46578 (Call/WhatsApp)

Job Description: Relationship Manager 1. Customer handling after getting the leads and Interacting with HNI clients on phone calls. Also, if required arrange office meetings with clients for the better understanding. 2. Maintaining Clients details on MIS and analyzing the financial details of Clients. 3. Consulting the clients with best available financial instruments. 4. Maintaining a deep knowledge of company's product and services. 5. Handling customers escalation if any appears. 6. As We have tie up with 11+ banks so coordinating with Bank Branch Managers and other financial advisors. 7. Keeping track of daily activities and updating in CRM portal. 8. Maintaining clients financial documents. 9. Getting updates from Bank news portals regarding any changes in RBI and banking guidelines. 10.Interaction with Clients and bankers till their payment disbursement. 11.Keeping yourself updated in terms of the current bank policy norms. 12.Maintaining existing client relation and building with the new once.

Job Description: Relationship Manager 1. Customer handling after getting the leads and Interacting with HNI clients on phone calls. Also, if required arrange office meetings with clients for the better understanding. 2. Maintaining Clients details on MIS and analyzing the financial details of Clients. 3. Consulting the clients with best available financial instruments. 4. Maintaining a deep knowledge of company's product and services. 5. Handling customers escalation if any appears. 6. As We have tie up with 11+ banks so coordinating with Bank Branch Managers and other financial advisors. 7. Keeping track of daily activities and updating in CRM portal. 8. Maintaining clients financial documents. 9. Getting updates from Bank news portals regarding any changes in RBI and banking guidelines. 10.Interaction with Clients and bankers till their payment disbursement. 11.Keeping yourself updated in terms of the current bank policy norms. 12.Maintaining existing client relation and building with the new once.

Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievemnent of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA Performance Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Undergraduate/Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6 Months experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills Basic knowledge of MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Local Area Knowledge Aggression Knowledge on KYC Documents People Management Customer orientation Interpersonal/ relationship management skills

Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievemnent of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA Performance Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Undergraduate/Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6 Months experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills Basic knowledge of MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Local Area Knowledge Aggression Knowledge on KYC Documents People Management Customer orientation Interpersonal/ relationship management skills

Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievemnent of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA Performance Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Undergraduate/Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6 Months experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills Basic knowledge of MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Local Area Knowledge Aggression Knowledge on KYC Documents People Management Customer orientation Interpersonal/ relationship management skills

Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievemnent of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA Performance Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Undergraduate/Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6 Months experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills Basic knowledge of MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Local Area Knowledge Aggression Knowledge on KYC Documents People Management Customer orientation Interpersonal/ relationship management skills

Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievemnent of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA Performance Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Undergraduate/Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6 Months experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills Basic knowledge of MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Local Area Knowledge Aggression Knowledge on KYC Documents People Management Customer orientation Interpersonal/ relationship management skills

Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievemnent of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA Performance Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Undergraduate/Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6 Months experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills Basic knowledge of MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Local Area Knowledge Aggression Knowledge on KYC Documents People Management Customer orientation Interpersonal/ relationship management skills

Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievemnent of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA Performance Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Undergraduate/Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6 Months experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills Basic knowledge of MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Local Area Knowledge Aggression Knowledge on KYC Documents People Management Customer orientation Interpersonal/ relationship management skills

As a Relationship Manager, you will be responsible for establishing and maintaining strong relationships with clients or customers on behalf of the company or financial institution. Your primary goal will be to foster positive interactions, understand the needs and preferences of clients, and provide tailored solutions to enhance client satisfaction and retention. Your key roles and responsibilities will include sourcing and acquiring new franchisees, business associates, and partners. You will be managing the existing mapped franchisees in your territory and ensuring the business development of all new franchisees. Additionally, you will be responsible for the business conversion of all newly acquired franchisees. To qualify for this role, you should have a Bachelor's degree in any field and a minimum of 1+ years of relevant experience as a Relationship Manager. This position is specifically looking for female candidates. Knowledge of stock broking and capital markets will be advantageous, along with convincing skills and a strong learning ability. This is a full-time position that requires proficiency in English. The work location is in person. If you are interested in this opportunity, please reach out to the employer at +91 9028772242.,

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

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

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

Business planning for Surety Bond – Location Name Conducting monthly meetings with teams for business plan & provide them with inputs to achieve agreed topline & business mix. Design & recommend local R&R, contests to drive business, with reporting authority. Drive business performance of Location Name region in alignment with business plan of Retail vertical to deliver defined business targets for Location region. Conduct meetings & do joint field calls with intermediaries for increasing the intermediaries’ wallet share & business mix with profitability focus. Plan & deliver training (product & insurance basics) to enhance technical capabilities of team to ensure they are equipped to drive business with intermediaries. Intermediaries management Support intermediaries by recommending focus areas/ target segments and guide them to maximize revenue generated for BAGIC Run campaigns/ trainings/ league programs for intermediaries in his zone to develop their knowledge of specialized/ futuristic products ( like cyber and home etc.) and enhance their sales capabilities Identify IMD’s based on their business & drive business planning with low performing IMD’s along with assigned sales executives / managers for alignment & focus Conduct joint field calls with intermediaries to support them in closing business. Interact & Hire new prospects in given geography for increasing the wallet share & drive Surety Bond Business.

Growth & Development Driving Top Line: Achieving expected sales target on consistent basis. Cascading the channel's strategy and key focus areas for the achievement of set goals. Renewal Ratio: Ensuring budgeted renewal ratio to be achieved by continuous follow up. Key Stakeholder Management Engage with large IMDs in the city / region on a regular basis; share business insights, growth plans and new products / schemes in order to showcase organization credentials as well expand IMD network Inform superior on critical issues / concerns involving other verticals; seek support on resolution Sales Planning Devise month wise strategy and weekly breakdown with the team; identify possible risks and de-railers in achievement of the same; drive implementation of steps to tackle the challenges in the best possible way Market Study & Intelligence Gathering To develop adequate market intelligence to acquire business by establishing, positioning the BAGIC brand and growing the brand Excellent inter-personal skills and person expected to have high degree of credibility in the local market. Digitization: Online policy issuance should be promoted by way of training to IMDs and driving them for doing so.

Business planning for Surety Bond – Location Name Conducting monthly meetings with teams for business plan & provide them with inputs to achieve agreed topline & business mix. Design & recommend local R&R, contests to drive business, with reporting authority. Drive business performance of Location Name region in alignment with business plan of Retail vertical to deliver defined business targets for Location region. Conduct meetings & do joint field calls with intermediaries for increasing the intermediaries’ wallet share & business mix with profitability focus. Plan & deliver training (product & insurance basics) to enhance technical capabilities of team to ensure they are equipped to drive business with intermediaries. Intermediaries management Support intermediaries by recommending focus areas/ target segments and guide them to maximize revenue generated for BAGIC Run campaigns/ trainings/ league programs for intermediaries in his zone to develop their knowledge of specialized/ futuristic products ( like cyber and home etc.) and enhance their sales capabilities Identify IMD’s based on their business & drive business planning with low performing IMD’s along with assigned sales executives / managers for alignment & focus Conduct joint field calls with intermediaries to support them in closing business. Interact & Hire new prospects in given geography for increasing the wallet share & drive Surety Bond Business.

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

Business planning for Surety Bond – Location Name Conducting monthly meetings with teams for business plan & provide them with inputs to achieve agreed topline & business mix. Design & recommend local R&R, contests to drive business, with reporting authority. Drive business performance of Location Name region in alignment with business plan of Retail vertical to deliver defined business targets for Location region. Conduct meetings & do joint field calls with intermediaries for increasing the intermediaries’ wallet share & business mix with profitability focus. Plan & deliver training (product & insurance basics) to enhance technical capabilities of team to ensure they are equipped to drive business with intermediaries. Intermediaries management Support intermediaries by recommending focus areas/ target segments and guide them to maximize revenue generated for BAGIC Run campaigns/ trainings/ league programs for intermediaries in his zone to develop their knowledge of specialized/ futuristic products ( like cyber and home etc.) and enhance their sales capabilities Identify IMD’s based on their business & drive business planning with low performing IMD’s along with assigned sales executives / managers for alignment & focus Conduct joint field calls with intermediaries to support them in closing business. Interact & Hire new prospects in given geography for increasing the wallet share & drive Surety Bond Business.

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

Business planning for Surety Bond – Location Name Conducting monthly meetings with teams for business plan & provide them with inputs to achieve agreed topline & business mix. Design & recommend local R&R, contests to drive business, with reporting authority. Drive business performance of Location Name region in alignment with business plan of Retail vertical to deliver defined business targets for Location region. Conduct meetings & do joint field calls with intermediaries for increasing the intermediaries’ wallet share & business mix with profitability focus. Plan & deliver training (product & insurance basics) to enhance technical capabilities of team to ensure they are equipped to drive business with intermediaries. Intermediaries management Support intermediaries by recommending focus areas/ target segments and guide them to maximize revenue generated for BAGIC Run campaigns/ trainings/ league programs for intermediaries in his zone to develop their knowledge of specialized/ futuristic products ( like cyber and home etc.) and enhance their sales capabilities Identify IMD’s based on their business & drive business planning with low performing IMD’s along with assigned sales executives / managers for alignment & focus Conduct joint field calls with intermediaries to support them in closing business. Interact & Hire new prospects in given geography for increasing the wallet share & drive Surety Bond Business.

Business planning for Surety Bond – Location Name Conducting monthly meetings with teams for business plan & provide them with inputs to achieve agreed topline & business mix. Design & recommend local R&R, contests to drive business, with reporting authority. Drive business performance of Location Name region in alignment with business plan of Retail vertical to deliver defined business targets for Location region. Conduct meetings & do joint field calls with intermediaries for increasing the intermediaries’ wallet share & business mix with profitability focus. Plan & deliver training (product & insurance basics) to enhance technical capabilities of team to ensure they are equipped to drive business with intermediaries. Intermediaries management Support intermediaries by recommending focus areas/ target segments and guide them to maximize revenue generated for BAGIC Run campaigns/ trainings/ league programs for intermediaries in his zone to develop their knowledge of specialized/ futuristic products ( like cyber and home etc.) and enhance their sales capabilities Identify IMD’s based on their business & drive business planning with low performing IMD’s along with assigned sales executives / managers for alignment & focus Conduct joint field calls with intermediaries to support them in closing business. Interact & Hire new prospects in given geography for increasing the wallet share & drive Surety Bond Business.

Business planning for Surety Bond – Location Name Conducting monthly meetings with teams for business plan & provide them with inputs to achieve agreed topline & business mix. Design & recommend local R&R, contests to drive business, with reporting authority. Drive business performance of Location Name region in alignment with business plan of Retail vertical to deliver defined business targets for Location region. Conduct meetings & do joint field calls with intermediaries for increasing the intermediaries’ wallet share & business mix with profitability focus. Plan & deliver training (product & insurance basics) to enhance technical capabilities of team to ensure they are equipped to drive business with intermediaries. Intermediaries management Support intermediaries by recommending focus areas/ target segments and guide them to maximize revenue generated for BAGIC Run campaigns/ trainings/ league programs for intermediaries in his zone to develop their knowledge of specialized/ futuristic products ( like cyber and home etc.) and enhance their sales capabilities Identify IMD’s based on their business & drive business planning with low performing IMD’s along with assigned sales executives / managers for alignment & focus Conduct joint field calls with intermediaries to support them in closing business. Interact & Hire new prospects in given geography for increasing the wallet share & drive Surety Bond Business.

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