1564 Reports Jobs - Page 16

Department: Direct Marketing Reports to: Customer Relationship Manager Purpose To acquire and service customers directly for life insurance products, achieving business targets and ensuring excellent customer experience. Key Responsibilities Source new business through direct sales channels (self-generated & company leads) Achieve sales, revenue & persistency targets Conduct customer meetings to explain life insurance products & solutions Build long-term customer relationships for repeat & referral business Ensure adherence to IRDAI/regulatory norms & internal compliance Must Haves Good knowledge of equity, financial, and insurance products 1–5 years’ experience in sales, bancassurance, or f...

Job Context & Major Challenges (What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone? ABHFL operates in the Rs. 11.4 trillion Indian Housing Finance market, which has grown at a steady rate of 17% CAGR over the last 3 years while reporting good asset quality despite challenges in the operating environment. While the industry is dominated by five large groups, there has been an emergence of newer entrants in niche segments like affordable housing and self-employed borrowers, given the high potential in these segments. Despite increased focus by banks, HFCs have been able to maintain their share in the mortgage market and has remain...

Entity Name: Aditya Birla Sunlife Insurance Department: HDFC Bank Relationship Reports to: Cluster Manager Purpose To drive life insurance business through HDFC Bank branches by building strong relationships, ensuring product penetration, and achieving business targets. Key Responsibilities Build & manage relationships with partner banks Achieve sales, revenue & persistency targets Train & support bank staff on life insurance products. Ensure compliance with IRDAI/regulatory norms. Monitor partner performance & resolve issues quickly. Must Haves Good knowledge in equity & financial products 1–5 years’ experience in sales, bancassurance, or financial services Excellent communication & relatio...

We are seeking a data-driven professional to lead Pledge Operations reporting and operations procedures, build scalable data strategy, and drive process automation end-to-end. This role owns the reporting roadmap for pledge, ensuring data quality, compliance, and timely operational insights for stakeholders across Business Operations. You will collaborate with cross-functional teams to work in pledge-related operations. Key Responsibilities Reporting & Analytics Design and maintain enterprise-grade reports and dashboards for pledge lifecycle. Work on reporting procedures and maintain SLAs and cadences (daily/weekly/monthly) Deliver deep-dive analyses on reconciliation, and root-cause for ple...

Entity Name: Aditya Birla Sunlife Insurance Department: HDFC Bank Relationship Reports to: Cluster Manager Purpose To drive life insurance business through HDFC Bank branches by building strong relationships, ensuring product penetration, and achieving business targets. Key Responsibilities Build & manage relationships with partner banks Achieve sales, revenue & persistency targets Train & support bank staff on life insurance products. Ensure compliance with IRDAI/regulatory norms. Monitor partner performance & resolve issues quickly. Must Haves Good knowledge in equity & financial products 1–5 years’ experience in sales, bancassurance, or financial services Excellent communication & relatio...

Department: TPD Sales Reports to: Cluster Manager / Area Sales Manager Purpose The purpose of this job is to build the relationship with bank partners, employees & support / train them to enable them procure health insurance policies from the customers & subsequently service the customers. Key Responsibilities Build & manage relationships with partner banks Achieve sales, revenue & persistency targets Train & support bank staff on Health insurance products. Obtains and analyzes information from bank to identify new clients, makes direct pitches, liaises with channel partners to increase sales Conducts regular meetings and empanelment and activation of distributors Updates sales portal with r...

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors’ practices. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. Key Responsibilities Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing tra...

Department: Direct Sales Force (Agency) Reports to: Branch Manager Purpose To expand and manage a strong agency network of life insurance advisors, driving sales growth and ensuring sustainable business contribution. Key Responsibilities Recruit, train & develop life insurance advisors/agents Drive insurance sales through agency network to achieve targets Monitor & support agents with joint field calls and regular guidance Build strong relationships with advisors for long-term retention Ensure compliance with IRDAI/regulatory norms and company policies Conduct product & process training for agency force Must Haves Good knowledge in equity & financial products 1–5 years’ experience in sales /...

Entity Name: Aditya Birla Sunlife Insurance Department: HDFC Bank Relationship Reports to: Cluster Manager Purpose To drive life insurance business through HDFC Bank branches by building strong relationships, ensuring product penetration, and achieving business targets. Key Responsibilities Build & manage relationships with partner banks Achieve sales, revenue & persistency targets Train & support bank staff on life insurance products. Ensure compliance with IRDAI/regulatory norms. Monitor partner performance & resolve issues quickly. Must Haves Good knowledge in equity & financial products 1–5 years’ experience in sales, bancassurance, or financial services Excellent communication & relatio...

Entity Name: Aditya Birla Sunlife Insurance Department: Third Party Disturbution - DCB,IB,IDFC Etc Reports to: Sales Manager Purpose To drive life insurance business through HDFC Bank branches by building strong relationships, ensuring product penetration, and achieving business targets. Key Responsibilities Build & manage relationships with partner banks Achieve sales, revenue & persistency targets Train & support bank staff on life insurance products. Ensure compliance with IRDAI/regulatory norms. Monitor partner performance & resolve issues quickly. Must Haves Good knowledge of equity and financial products 1–5 years’ experience in sales, bancassurance, or financial services Excellent com...

Department: Direct Marketing Reports to: Customer Relationship Manager Purpose To acquire and service customers directly for life insurance products, achieving business targets and ensuring excellent customer experience. Key Responsibilities Source new business through direct sales channels (self-generated & company leads) Achieve sales, revenue & persistency targets Conduct customer meetings to explain life insurance products & solutions Build long-term customer relationships for repeat & referral business Ensure adherence to IRDAI/regulatory norms & internal compliance Must Haves Good knowledge of equity, financial, and insurance products 1–5 years’ experience in sales, bancassurance, or f...

Entity Name: Aditya Birla Sunlife Insurance Department: Third Party Disturbution - DCB,IB,IDFC Etc Reports to: Sales Manager Purpose To drive life insurance business through HDFC Bank branches by building strong relationships, ensuring product penetration, and achieving business targets. Key Responsibilities Build & manage relationships with partner banks Achieve sales, revenue & persistency targets Train & support bank staff on life insurance products. Ensure compliance with IRDAI/regulatory norms. Monitor partner performance & resolve issues quickly. Must Haves Good knowledge of equity and financial products 1–5 years’ experience in sales, bancassurance, or financial services Excellent com...

Job Context & Major Challenges (What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone? ABHFL operates in the Rs. 11.4 trillion Indian Housing Finance market, which has grown at a steady rate of 17% CAGR over the last 3 years while reporting good asset quality despite challenges in the operating environment. While the industry is dominated by five large groups, there has been an emergence of newer entrants in niche segments like affordable housing and self-employed borrowers, given the high potential in these segments. Despite increased focus by banks, HFCs have been able to maintain their share in the mortgage market and has remain...

Job Context & Major Challenges: Write the specific aspects of the job that provide a challenge (internal and external) to the jobholder in the context of the Business/Unit/Function/Department/Section ((Max 3975 Characters) Organizational Context Key Aspects: As the debt arm of Aditya Birla Capital (ABC), Aditya Birla Finance Limited (ABFL) offers specialized lending and financing solutions in the areas of Capital Markets, Corporate/ Trade Finance, Commercial Real Estate and Mortgages. Currently ranked within the top 25 NBFCs of India, ABFL has made significant progress and the Company’s balance sheet at INR 15,000 Cr plus exceeds that of several mid-sized Banks and NBFCs. The company has a w...

Job Context & Major Challenges (What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone? ABHFL operates in the Rs. 11.4 trillion Indian Housing Finance market, which has grown at a steady rate of 17% CAGR over the last 3 years while reporting good asset quality despite challenges in the operating environment. While the industry is dominated by five large groups, there has been an emergence of newer entrants in niche segments like affordable housing and self-employed borrowers, given the high potential in these segments. Despite increased focus by banks, HFCs have been able to maintain their share in the mortgage market and has remain...

Agency Sales - Tied Agency Manager Location: 40WBKOL04, Kolkata Department: Direct Sales Force (Agency) Reports to: Branch Manager Purpose To expand and manage a strong agency network of life insurance advisors, driving sales growth and ensuring sustainable business contribution. Key Responsibilities Recruit, train & develop life insurance advisors/agents Drive insurance sales through agency network to achieve targets Monitor & support agents with joint field calls and regular guidance Build strong relationships with advisors for long-term retention Ensure compliance with IRDAI/regulatory norms and company policies Conduct product & process training for agency force Must Haves Good knowledge...

Entity Name: Aditya Birla Sunlife Insurance Department: HDFC Bank Relationship Reports to: Cluster Manager Purpose To drive life insurance business through HDFC Bank branches by building strong relationships, ensuring product penetration, and achieving business targets. Key Responsibilities Build & manage relationships with partner banks Achieve sales, revenue & persistency targets Train & support bank staff on life insurance products. Ensure compliance with IRDAI/regulatory norms. Monitor partner performance & resolve issues quickly. Must Haves Good knowledge in equity & financial products 1–5 years’ experience in sales, bancassurance, or financial services Excellent communication & relatio...

Entity Name: Aditya Birla Sunlife Insurance Department: HDFC Bank Relationship Reports to: Cluster Manager Purpose To drive life insurance business through HDFC Bank branches by building strong relationships, ensuring product penetration, and achieving business targets. Key Responsibilities Build & manage relationships with partner banks Achieve sales, revenue & persistency targets Train & support bank staff on life insurance products. Ensure compliance with IRDAI/regulatory norms. Monitor partner performance & resolve issues quickly. Must Haves Good knowledge in equity & financial products 1–5 years’ experience in sales, bancassurance, or financial services Excellent communication & relatio...

Department: Agency Sales - Emerging Market Reports to: Cluster Manager Purpose The purpose of this job is to recruit quality advisors in emerging assigned locations & support / train them to enable them procure health insurance policies from the market & subsequently service the customers. Key Responsibilities Recruit, train & develop insurance advisors/agents in assigned emerging locations Drive insurance sales through agency network to achieve targets Monitor & support agents with joint field calls and regular guidance Build strong relationships with advisors for long-term retention Ensure compliance with IRDAI/regulatory norms and company policies Conduct product & process training for ag...

Entity Name: Aditya Birla Sunlife Insurance Department: Third Party Disturbution - DCB,IB,IDFC Etc Reports to: Sales Manager Purpose To drive life insurance business through HDFC Bank branches by building strong relationships, ensuring product penetration, and achieving business targets. Key Responsibilities Build & manage relationships with partner banks Achieve sales, revenue & persistency targets Train & support bank staff on life insurance products. Ensure compliance with IRDAI/regulatory norms. Monitor partner performance & resolve issues quickly. Must Haves Good knowledge of equity and financial products 1–5 years’ experience in sales, bancassurance, or financial services Excellent com...

Entity Name: Aditya Birla Sunlife Insurance Department: Third Party Disturbution - DCB,IB,IDFC Etc Reports to: Sales Manager Purpose To drive life insurance business through HDFC Bank branches by building strong relationships, ensuring product penetration, and achieving business targets. Key Responsibilities Build & manage relationships with partner banks Achieve sales, revenue & persistency targets Train & support bank staff on life insurance products. Ensure compliance with IRDAI/regulatory norms. Monitor partner performance & resolve issues quickly. Must Haves Good knowledge of equity and financial products 1–5 years’ experience in sales, bancassurance, or financial services Excellent com...

Agency Sales - Tied BDM- Jaipur- Agency-Tied Location: 20RJJAI02, Jaipur Department: Direct Sales Force (Agency) Reports to: Branch Manager Purpose To expand and manage a strong agency network of life insurance advisors, driving sales growth and ensuring sustainable business contribution. Key Responsibilities Recruit, train & develop life insurance advisors/agents Drive insurance sales through agency network to achieve targets Monitor & support agents with joint field calls and regular guidance Build strong relationships with advisors for long-term retention Ensure compliance with IRDAI/regulatory norms and company policies Conduct product & process training for agency force Must Haves Good ...

Job Context & Major Challenges (What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone? ABHFL operates in the Rs. 11.4 trillion Indian Housing Finance market, which has grown at a steady rate of 17% CAGR over the last 3 years while reporting good asset quality despite challenges in the operating environment. While the industry is dominated by five large groups, there has been an emergence of newer entrants in niche segments like affordable housing and self-employed borrowers, given the high potential in these segments. Despite increased focus by banks, HFCs have been able to maintain their share in the mortgage market and has remain...

Sales Manager 1) Job Purpose: Write the purpose for which the job exists (in 2-3 lines) (Max 1325 Characters) The purpose of this job is: To deliver on area/ local strategy for the Unsecured Business segment in terms of target segments, strengthening existing relationships and setting up new channels for market penetration, and work towards achievement of sales targets and operational plans. To proactively address customer/ DSA issues and escalate cases (e.g. fraud alerts, customer complaints or exception handling) as required for smooth operations; work on removal of bottlenecks for the achievement of targets for Unsecured Business segment at the area/ local level To grow the penetration of...

Entity Name: Aditya Birla Sunlife Insurance Department: HDFC Bank Relationship Reports to: Cluster Manager Purpose To drive life insurance business through HDFC Bank branches by building strong relationships, ensuring product penetration, and achieving business targets. Key Responsibilities Build & manage relationships with partner banks Achieve sales, revenue & persistency targets Train & support bank staff on life insurance products. Ensure compliance with IRDAI/regulatory norms. Monitor partner performance & resolve issues quickly. Must Haves Good knowledge in equity & financial products 1–5 years’ experience in sales, bancassurance, or financial services Excellent communication & relatio...