74 Self Management Jobs - Page 3

Role description Job Description A Position Overview Position Title Branch Manager Department Business Associate Model Role Summary: Responsible for achieving business targets for the branch through building a sustainable and productive distribution force. Manage smooth business functioning, and successful implementation of various tactical and strategic business initiatives as other key responsibilities. Effective management of sales managers in the office leading to creation of a cohesive business unit along with other functional representatives in the branch to create a robust and successful business unit. Manage team of business associate manager and business associates Drive distribution engagement through choreography and training Work on cross sell and upsell campaigns and drive distribution for maximizing sales Ability to track local competition and align monthly business activities to achieve sales objectives Drive productivities of employees and distribution Key Result Areas Organization Process Key Contributions Strategic Business Development . Identify potential catchments areas and develop distribution in them . Build Distribution through business associates Business Development . Drive recruitment of BAs through the BAMs . Drive recruitment initiatives through activities and through BAs Drive Growth in Distribution through NAAFs, NLAs and New BAs . Drive growth in business through Agent Activity, Case Size and Case Rate of the branches individually and the Region as a whole Team Management . Coach, Train and support the reporting Managers . Monitor and review their performance . Lead by example in all spheres and direction setting . Review and track the growth of managers to ensure that they achieve their individual budget . Maintain utmost levels of responsiveness to requirements from the Cluster Head/ DOAs and National Head Ensure Compliance . Ensure compliance to internal sales process & other compliance standards MIS & Reporting . Maintain required trackers & reports to be submitted to various stakeholders Risk . 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 Team Management skills Mentoring skills Business perspective & planning Performance Management skills Insurance industry awareness Interviewing skills Self management Problem solving skills Peer level co-ordination and influencing skills G Incumbent Characteristics Essential Desired Qualification Graduate PG / MBA Experience 8 -10 years Sales management experience 3 to 4 years life insurance exposure

Role description Job Description A Position Overview Position Title Branch Manager Department Business Associate Model Role Summary: Responsible for achieving business targets for the branch through building a sustainable and productive distribution force. Manage smooth business functioning, and successful implementation of various tactical and strategic business initiatives as other key responsibilities. Effective management of sales managers in the office leading to creation of a cohesive business unit along with other functional representatives in the branch to create a robust and successful business unit. Manage team of business associate manager and business associates Drive distribution engagement through choreography and training Work on cross sell and upsell campaigns and drive distribution for maximizing sales Ability to track local competition and align monthly business activities to achieve sales objectives Drive productivities of employees and distribution Key Result Areas Organization Process Key Contributions Strategic Business Development . Identify potential catchments areas and develop distribution in them . Build Distribution through business associates Business Development . Drive recruitment of BAs through the BAMs . Drive recruitment initiatives through activities and through BAs Drive Growth in Distribution through NAAFs, NLAs and New BAs . Drive growth in business through Agent Activity, Case Size and Case Rate of the branches individually and the Region as a whole Team Management . Coach, Train and support the reporting Managers . Monitor and review their performance . Lead by example in all spheres and direction setting . Review and track the growth of managers to ensure that they achieve their individual budget . Maintain utmost levels of responsiveness to requirements from the Cluster Head/ DOAs and National Head Ensure Compliance . Ensure compliance to internal sales process & other compliance standards MIS & Reporting . Maintain required trackers & reports to be submitted to various stakeholders Risk . 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 Team Management skills Mentoring skills Business perspective & planning Performance Management skills Insurance industry awareness Interviewing skills Self management Problem solving skills Peer level co-ordination and influencing skills G Incumbent Characteristics Essential Desired Qualification Graduate PG / MBA Experience 8 -10 years Sales management experience 3 to 4 years life insurance exposure

Role description Job Description A Position Overview Position Title Branch Manager Department Business Associate Model Role Summary: Responsible for achieving business targets for the branch through building a sustainable and productive distribution force. Manage smooth business functioning, and successful implementation of various tactical and strategic business initiatives as other key responsibilities. Effective management of sales managers in the office leading to creation of a cohesive business unit along with other functional representatives in the branch to create a robust and successful business unit. Manage team of business associate manager and business associates Drive distribution engagement through choreography and training Work on cross sell and upsell campaigns and drive distribution for maximizing sales Ability to track local competition and align monthly business activities to achieve sales objectives Drive productivities of employees and distribution Key Result Areas Organization Process Key Contributions Strategic Business Development . Identify potential catchments areas and develop distribution in them . Build Distribution through business associates Business Development . Drive recruitment of BAs through the BAMs . Drive recruitment initiatives through activities and through BAs Drive Growth in Distribution through NAAFs, NLAs and New BAs . Drive growth in business through Agent Activity, Case Size and Case Rate of the branches individually and the Region as a whole Team Management . Coach, Train and support the reporting Managers . Monitor and review their performance . Lead by example in all spheres and direction setting . Review and track the growth of managers to ensure that they achieve their individual budget . Maintain utmost levels of responsiveness to requirements from the Cluster Head/ DOAs and National Head Ensure Compliance . Ensure compliance to internal sales process & other compliance standards MIS & Reporting . Maintain required trackers & reports to be submitted to various stakeholders Risk . 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 Team Management skills Mentoring skills Business perspective & planning Performance Management skills Insurance industry awareness Interviewing skills Self management Problem solving skills Peer level co-ordination and influencing skills G Incumbent Characteristics Essential Desired Qualification Graduate PG / MBA Experience 8 -10 years Sales management experience 3 to 4 years life insurance exposure

Role description Job Description A Position Overview Position Title Branch Manager Department Business Associate Model Role Summary: Responsible for achieving business targets for the branch through building a sustainable and productive distribution force. Manage smooth business functioning, and successful implementation of various tactical and strategic business initiatives as other key responsibilities. Effective management of sales managers in the office leading to creation of a cohesive business unit along with other functional representatives in the branch to create a robust and successful business unit. Manage team of business associate manager and business associates Drive distribution engagement through choreography and training Work on cross sell and upsell campaigns and drive distribution for maximizing sales Ability to track local competition and align monthly business activities to achieve sales objectives Drive productivities of employees and distribution Key Result Areas Organization Process Key Contributions Strategic Business Development . Identify potential catchments areas and develop distribution in them . Build Distribution through business associates Business Development . Drive recruitment of BAs through the BAMs . Drive recruitment initiatives through activities and through BAs Drive Growth in Distribution through NAAFs, NLAs and New BAs . Drive growth in business through Agent Activity, Case Size and Case Rate of the branches individually and the Region as a whole Team Management . Coach, Train and support the reporting Managers . Monitor and review their performance . Lead by example in all spheres and direction setting . Review and track the growth of managers to ensure that they achieve their individual budget . Maintain utmost levels of responsiveness to requirements from the Cluster Head/ DOAs and National Head Ensure Compliance . Ensure compliance to internal sales process & other compliance standards MIS & Reporting . Maintain required trackers & reports to be submitted to various stakeholders Risk . 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 Team Management skills Mentoring skills Business perspective & planning Performance Management skills Insurance industry awareness Interviewing skills Self management Problem solving skills Peer level co-ordination and influencing skills G Incumbent Characteristics Essential Desired Qualification Graduate PG / MBA Experience 8 -10 years Sales management experience 3 to 4 years life insurance exposure

Role description Job Description A Position Overview Position Title Branch Manager Department Business Associate Model Role Summary: Responsible for achieving business targets for the branch through building a sustainable and productive distribution force. Manage smooth business functioning, and successful implementation of various tactical and strategic business initiatives as other key responsibilities. Effective management of sales managers in the office leading to creation of a cohesive business unit along with other functional representatives in the branch to create a robust and successful business unit. Manage team of business associate manager and business associates Drive distribution engagement through choreography and training Work on cross sell and upsell campaigns and drive distribution for maximizing sales Ability to track local competition and align monthly business activities to achieve sales objectives Drive productivities of employees and distribution Key Result Areas Organization Process Key Contributions Strategic Business Development . Identify potential catchments areas and develop distribution in them . Build Distribution through business associates Business Development . Drive recruitment of BAs through the BAMs . Drive recruitment initiatives through activities and through BAs Drive Growth in Distribution through NAAFs, NLAs and New BAs . Drive growth in business through Agent Activity, Case Size and Case Rate of the branches individually and the Region as a whole Team Management . Coach, Train and support the reporting Managers . Monitor and review their performance . Lead by example in all spheres and direction setting . Review and track the growth of managers to ensure that they achieve their individual budget . Maintain utmost levels of responsiveness to requirements from the Cluster Head/ DOAs and National Head Ensure Compliance . Ensure compliance to internal sales process & other compliance standards MIS & Reporting . Maintain required trackers & reports to be submitted to various stakeholders Risk . 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 Team Management skills Mentoring skills Business perspective & planning Performance Management skills Insurance industry awareness Interviewing skills Self management Problem solving skills Peer level co-ordination and influencing skills G Incumbent Characteristics Essential Desired Qualification Graduate PG / MBA Experience 8 -10 years Sales management experience 3 to 4 years life insurance exposure

Role description Job Description A Position Overview Position Title Branch Manager Department Business Associate Model Role Summary: Responsible for achieving business targets for the branch through building a sustainable and productive distribution force. Manage smooth business functioning, and successful implementation of various tactical and strategic business initiatives as other key responsibilities. Effective management of sales managers in the office leading to creation of a cohesive business unit along with other functional representatives in the branch to create a robust and successful business unit. Manage team of business associate manager and business associates Drive distribution engagement through choreography and training Work on cross sell and upsell campaigns and drive distribution for maximizing sales Ability to track local competition and align monthly business activities to achieve sales objectives Drive productivities of employees and distribution Key Result Areas Organization Process Key Contributions Strategic Business Development . Identify potential catchments areas and develop distribution in them . Build Distribution through business associates Business Development . Drive recruitment of BAs through the BAMs . Drive recruitment initiatives through activities and through BAs Drive Growth in Distribution through NAAFs, NLAs and New BAs . Drive growth in business through Agent Activity, Case Size and Case Rate of the branches individually and the Region as a whole Team Management . Coach, Train and support the reporting Managers . Monitor and review their performance . Lead by example in all spheres and direction setting . Review and track the growth of managers to ensure that they achieve their individual budget . Maintain utmost levels of responsiveness to requirements from the Cluster Head/ DOAs and National Head Ensure Compliance . Ensure compliance to internal sales process & other compliance standards MIS & Reporting . Maintain required trackers & reports to be submitted to various stakeholders Risk . 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 Team Management skills Mentoring skills Business perspective & planning Performance Management skills Insurance industry awareness Interviewing skills Self management Problem solving skills Peer level co-ordination and influencing skills G Incumbent Characteristics Essential Desired Qualification Graduate PG / MBA Experience 8 -10 years Sales management experience 3 to 4 years life insurance exposure

Role description Job Description A Position Overview Position Title Virtual Relationship Executive (Work Station Specialist) Bancassurance Department Partnership Distribution Level/ Band Asst Manager Role Summary: The Job holder will need to engage with internal sales team along with the Channel Partner to drive Insurance Sales through a combination of field sales support and business development activities B Organizational Relationships Reports To VRM Work Station Manager Supervises NA C Job Dimensions Geographic Area Covered National Internal Stakeholders Training Channel Marketing Branch Operations Product Management Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Strategic Business Development . Delivery of a profitable & sustainable business model . The role holder should have the ability to achieve goals, efficiently execute target plans aligned with choice priorities . To execute key priorities, Implements and execute plans constantly to track progress to accomplish desired goals. . To be able to multitask and balance competing priorities effectively, understands the value of time and is able to get more done in less time than others, is able to do significant value addition in driving organization goals Sales & Compliance Management . To achieve channel targets : Achieve Premium targets as per rolled out channel plan . To achieve VRM Activation Targets: . To create healthy pool of lead generation across VRM Teams . Ability to set high standards for self. Continuously improve own performance and meet or exceed objectives . Provide support to VRM at a ground level, Make joint field calls to achieve targets . Do timely submission, pendency resolution and Issuance . Focus on lead generation and sales . Should have through knowledgeable of product, industry norms, financial markets, regulatory norms, channels, emerging trends, new developments . Should be able to apply the knowledge to enhance business prospects, understand problems and provides proactive solutions basis his specialized knowledge . Should be process & product champion . Ensures adherence to policies and procedures follow compliance . Maintain and observe Company's internal control standards, implement and observe the Company's Compliance Policy, including the timely implementation of recommendations made by internal/external auditors and external regulators. Relationship Management . Building & Leveraging Relationships: Being able to connect with people naturally, show genuine concern for others, . Focuses on meeting customer needs both internal and external, able to persuade & influence outcomes without direct controls . Develops networks and builds alliances with wide range of stakeholders to facilitate win-win situations . Leveraging existing relationships well and is mature in creating strong personal rapport and build long lasting relationship E Skills Required Technical Product/Subject matter expertise Business perspective & planning Performance Management skills 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 . F Incumbent Characteristics Essential Desired Qualification Graduate Experience 3-8 years

Role description JOB DESCRIPTION A Position Overview Position Title Corporate Account Manager - HDFC Bank Branch Banking Department HDFC Bank - Branch Banking Level/ Band Executive/201 Role Summary : Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations. B Organizational Relationships Reports To Territory Sales Manager Supervises NA C Job Dimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales . Drive wallet Share in the allocated bank branches with focus product mix. . Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches . Working jointly with the Branch Manager on Business Implementation plan . Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced . Tapping the right database of the branch and ensure authentic documentation . Build relationship with the Bank Sales/ operations team 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 RM activation targets . Work collectively with Bank Sales / operations team 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 m 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 RM on business plan execution 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. E 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 . Language Skills English, Local language F Incumbent Characteristics Essential Desired Qualification Graduate Post-Graduate Experience 1 - 3 years in Sales (Insurance / Financial Service Background) Age Below or 30 years

Role description Job Description A Position Overview Position Title Branch Manager Department Business Associate Model Level/ Band 401/Manager Role Summary: Responsible for achieving business targets for the branch through building a sustainable and productive distribution force. Manage smooth business functioning, and successful implementation of various tactical and strategic business initiatives as other key responsibilities. Effective management of sales managers in the office leading to creation of a cohesive business unit along with other functional representatives in the branch to create a robust and successful business unit. Manage team of business associate manager and business associates Drive distribution engagement through choreography and training Work on cross sell and upsell campaigns and drive distribution for maximizing sales Ability to track local competition and align monthly business activities to achieve sales objectives Drive productivities of emplyees and distribution B Organizational Relationships Reports To Cluster Head Supervises Business Associates Managers C Job Dimensions Geographic Area Covered Internal Stakeholders Business Associates Managers Agency Sales Training Branch Operations Distribution Operations External Business Associates/Advisors/Customers D Key Result Areas Organization Process Key Contributions Strategic Business Development Identify potential catchments areas and develop distribution in them Build Distribution through business associates Business Development Drive recruitment of BAs through the BAMs Drive recruitment initiatives through activities and through BAs Drive Growth in Distribution through NAAFs, NLAs and New BAs Drive growth in business through Agent Activity, Case Size and Case Rate of the branches individually and the Region as a whole Team Management Coach, Train and support the reporting Managers Monitor and review their performance Lead by example in all spheres and direction setting Review and track the growth of managers to ensure that they achieve their individual budget Maintain utmost levels of responsiveness to requirements from the Cluster Head/ DOAs and National Head Ensure Compliance Ensure compliance to internal sales process & other compliance standards MIS & Reporting Maintain required trackers & reports to be submitted to various stakeholders Risk 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. E Skills Required Technical Product/Subject matter expertise Team Management skills Mentoring skills Business perspective & planning Performance Management skills Insurance industry awareness Interviewing skills 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 F Competencies Business Acumen and Strategic Orientation ( Ability to align with the organization's vision with a fair understanding of the insurance industry, regulations, financial markets and the agency business model in order to deliver profitable and sustainable business growth .) Reviews and works towards productivity enhancement of the Business Associate Manager. Has an in-depth understanding of one's own and team goals and drives the team to achieve the desired targets. Demonstrates a good understanding and focuses on the profitability and viability of the branch through drive of profitable product mix.. Ensures and actively monitors the involvement of the branch employees in Choreography. Develop in-depth understanding of BA model, BA compensation and Agent commission. Building and Managing Relationships ( The capability to initiate, nurture, maintain and manage business relationships with various stakeholders (internal and external) to achieve the desirable outcomes ) Directly conveys own thoughts on how things should be done and ensures subordinates feel comfortable to share their views. Shares relevant ideas/ information/views openly and directly and assumes different roles in a team to enable team performance. Effectively communicates and cascades various business initiatives to downline in order to drive business results. Sets boundaries for subordinates within which they decide the best course of action to meet customer needs. Builds and maintains effective relationships with high performing and capable distributors for business growth. Networks across geography and channels to expand distribution. People Development ( Focus on identifying, developing, recognizing high potentials and building the high performing distribution in order to help individuals and teams, maximize their potential to achieve the business goals ) Gives team members opportunities to practice new skills and capabilities. Coaches based on developmental need of self, individuals and distribution. Is constantly in touch with team and distribution and effectively cascades key business highlights. Focus on development through structured choreography approach. Is able to adapt person -specific approach while dealing with various team members. Encourages recognition and rewards based on meritocracy and achievements. Drive for Results and Agility ( Building an achievement orientation, with extraordinary levels of energy and efforts while being accountable for one's actions and decisions in an agile environment ) Reviews performance against goals and takes effective action to achieve them. Synergizes high performance oriented systems and processes to yield the desired results with agility. Sets clear expectations with the team to deliver performance oriented goals. Takes responsibility of one's own and teams decisions and actions. Communicates consistently with the team members and motivates team members for target achievement. G Incumbent Characteristics Essential Desired Qualification Graduate PG / MBA Experience 7 -10 years Sales management in Life Insurance

Role description Job Description A Position Overview Position Title Virtual Relationship Executive (Work Station Specialist) Bancassurance Department Partnership Distribution Level/ Band Asst Manager Role Summary: The Job holder will need to engage with internal sales team along with the Channel Partner to drive Insurance Sales through a combination of field sales support and business development activities B Organizational Relationships Reports To VRM Work Station Manager Supervises NA C Job Dimensions Geographic Area Covered National Internal Stakeholders Training Channel Marketing Branch Operations Product Management Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Strategic Business Development . Delivery of a profitable & sustainable business model . The role holder should have the ability to achieve goals, efficiently execute target plans aligned with choice priorities . To execute key priorities, Implements and execute plans constantly to track progress to accomplish desired goals. . To be able to multitask and balance competing priorities effectively, understands the value of time and is able to get more done in less time than others, is able to do significant value addition in driving organization goals Sales & Compliance Management . To achieve channel targets : Achieve Premium targets as per rolled out channel plan . To achieve VRM Activation Targets: . To create healthy pool of lead generation across VRM Teams . Ability to set high standards for self. Continuously improve own performance and meet or exceed objectives . Provide support to VRM at a ground level, Make joint field calls to achieve targets . Do timely submission, pendency resolution and Issuance . Focus on lead generation and sales . Should have through knowledgeable of product, industry norms, financial markets, regulatory norms, channels, emerging trends, new developments . Should be able to apply the knowledge to enhance business prospects, understand problems and provides proactive solutions basis his specialized knowledge . Should be process & product champion . Ensures adherence to policies and procedures follow compliance . Maintain and observe Company's internal control standards, implement and observe the Company's Compliance Policy, including the timely implementation of recommendations made by internal/external auditors and external regulators. Relationship Management . Building & Leveraging Relationships: Being able to connect with people naturally, show genuine concern for others, . Focuses on meeting customer needs both internal and external, able to persuade & influence outcomes without direct controls . Develops networks and builds alliances with wide range of stakeholders to facilitate win-win situations . Leveraging existing relationships well and is mature in creating strong personal rapport and build long lasting relationship E Skills Required Technical Product/Subject matter expertise Business perspective & planning Performance Management skills Finance / Insurance industry awareness Self management Problem solving skills Peer level co-ordination and influencing skills Behavioral Essential Desired Interpersonal skills .

Role description JOB DESCRIPTION A Position Overview Position Title Corporate Account Manager - HDFC Bank Branch Banking Department HDFC Bank - Branch Banking Level/ Band Executive/201 Role Summary : Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations. B Organizational Relationships Reports To Territory Sales Manager Supervises NA C Job Dimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales . Drive wallet Share in the allocated bank branches with focus product mix. . Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches . Working jointly with the Branch Manager on Business Implementation plan . Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced . Tapping the right database of the branch and ensure authentic documentation . Build relationship with the Bank Sales/ operations team 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 RM activation targets . Work collectively with Bank Sales / operations team 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 m 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 RM on business plan execution 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. E 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 . Language Skills English, Local language F Incumbent Characteristics Essential Desired Qualification Graduate Post-Graduate Experience 1 - 3 years in Sales (Insurance / Financial Service Background) Age Below or 30 years

Role description JOB DESCRIPTION A Position Overview Position Title Corporate Account Manager - HDFC Bank Branch Banking Department HDFC Bank - Branch Banking Level/ Band Executive/201 Role Summary : Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations. B Organizational Relationships Reports To Territory Sales Manager Supervises NA C Job Dimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales . Drive wallet Share in the allocated bank branches with focus product mix. . Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches . Working jointly with the Branch Manager on Business Implementation plan . Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced . Tapping the right database of the branch and ensure authentic documentation . Build relationship with the Bank Sales/ operations team 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 RM activation targets . Work collectively with Bank Sales / operations team 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 m 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 RM on business plan execution 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. E 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 . Language Skills English, Local language F Incumbent Characteristics Essential Desired Qualification Graduate Post-Graduate Experience 1 - 3 years in Sales (Insurance / Financial Service Background) Age Below or 30 years

Role description JOB DESCRIPTION A Position Overview Position Title Corporate Account Manager Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations. B Organizational Relationships Reports To Territory Sales Manager Supervises NA C Job Dimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales . Drive wallet Share in the allocated bank branches with focus product mix. . Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches . Working jointly with the Branch Manager on Business Implementation plan . Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced . Tapping the right database of the branch and ensure authentic documentation. . Build relationship with the Bank Sales/ operations team 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 RM activation targets . Work collectively with Bank Sales / operations team 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 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 RM on business plan execution. 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. E 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 .

Role description 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 Tata's esteemed leadership with AIA's 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 - Bancassurance IBL Department Bancassurance IBL Level/Band Executive-209 Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations Organizational Relationships Reports To Territory Manager/ Area Manager Supervises NA Job Dimensions Geographic Area Covered Branches / 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 ANP, 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 along with RAMBO RM and providing support for logging in applications sourced . Tapping the right database of the branch and ensure authentic documentation . Build relationship with the RAMBO Sales/ operations team 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 RM activation targets . Work collectively with RAMBO Sales / operations team 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 RM on business plan execution 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. 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 . Language Skills English, Local language Incumbent Characteristics Essential Desired Qualification Graduate PG Experience 0.5 - 4 years in Sales (Insurance / Financial Service Background) 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:

Role description JOB DESCRIPTION A Position Overview Position Title Senior Relationship Manager - Virtual Bancassurance HDFC Function Partnership Distribution Department Virtual Bancassurance HDFC Level/ Band Executive Grade 209 Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To ATM/ TM Supervises NA C Job Dimensions Geographic Area Covered Zone/ Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D 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 support for logging in applications sourced . Tapping the right database of the branch and ensure authentic documentation . Build relationship with the HDFC 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 activation targets . Work collectively with HDFC 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 possHDFCe 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 branch manager on business plan execution 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. F 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 G Incumbent Characteristics Essential Desired Qualification Graduate/ PG Experience 2-3 years in Sales

Role description 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 Tata's esteemed leadership with AIA's 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 - Bancassurance IBL Department Bancassurance IBL Level/Band Executive-209 Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations Organizational Relationships Reports To Territory Manager/ Area Manager Supervises NA Job Dimensions Geographic Area Covered Branches / 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 ANP, 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 along with RAMBO RM and providing support for logging in applications sourced . Tapping the right database of the branch and ensure authentic documentation . Build relationship with the RAMBO Sales/ operations team 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 RM activation targets . Work collectively with RAMBO Sales / operations team 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 RM on business plan execution 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. 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 . Language Skills English, Local language Incumbent Characteristics Essential Desired Qualification Graduate PG Experience 0.5 - 4 years in Sales (Insurance / Financial Service Background) 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:

Role description JOB DESCRIPTION A Position Overview Position Title Key Account Manager Department Axis Bank -Branch Banking Level/ Band Executive Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To Cluster Manager Supervises NA C Job Dimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales . Drive wallet Share in the allocated bank branches with focus product mix. . Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches . Working jointly with the Branch Manager & Bank specified persons on Business Implementation plan . Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced . Tapping the right database of the branch and ensure authentic documentation . Build relationship with the Bank Sales/ operations team 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 RM activation targets . Work collectively with Bank Sales / operations team 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 RM on business plan execution 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. E 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 Language Skills English, Local language F Incumbent Characteristics Essential Desired Qualification Graduate Post Graduate Experience 1 - 3 years in Sales (Insurance / Financial Service Background) Age Below or 30 years

Role description 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 Tata's esteemed leadership with AIA's 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:

Role description JOB DESCRIPTION A Position Overview Position Title Senior Relationship Manager - Virtual Bancassurance HDFC Function Partnership Distribution Department Virtual Bancassurance HDFC Level/ Band Executive Grade 209 Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To ATM/ TM Supervises NA C Job Dimensions Geographic Area Covered Zone/ Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D 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 support for logging in applications sourced . Tapping the right database of the branch and ensure authentic documentation . Build relationship with the HDFC 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 activation targets . Work collectively with HDFC 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 possHDFCe 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 branch manager on business plan execution 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. F 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 G Incumbent Characteristics Essential Desired Qualification Graduate/ PG Experience 2-3 years in Sales

Role description JOB DESCRIPTION A Position Overview Position Title Senior Relationship Manager - Virtual Bancassurance HDFC Function Partnership Distribution Department Virtual Bancassurance HDFC Level/ Band Executive Grade 209 Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To ATM/ TM Supervises NA C Job Dimensions Geographic Area Covered Zone/ Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D 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 support for logging in applications sourced . Tapping the right database of the branch and ensure authentic documentation . Build relationship with the HDFC 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 activation targets . Work collectively with HDFC 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 possHDFCe 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 branch manager on business plan execution 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. F 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 G Incumbent Characteristics Essential Desired Qualification Graduate/ PG Experience 2-3 years in Sales

Role description 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 Tata's esteemed leadership with AIA's 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 - Bancassurance IBL Department Bancassurance IBL Level/Band Executive-209 Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations Organizational Relationships Reports To Territory Manager/ Area Manager Supervises NA Job Dimensions Geographic Area Covered Branches / 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 ANP, 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 along with RAMBO RM and providing support for logging in applications sourced . Tapping the right database of the branch and ensure authentic documentation . Build relationship with the RAMBO Sales/ operations team 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 RM activation targets . Work collectively with RAMBO Sales / operations team 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 RM on business plan execution 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. 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 . Language Skills English, Local language Incumbent Characteristics Essential Desired Qualification Graduate PG Experience 0.5 - 4 years in Sales (Insurance / Financial Service Background) 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:

Role description JOB DESCRIPTION A Position Overview Position Title Senior Relationship Manager - Virtual Bancassurance HDFC Function Partnership Distribution Department Virtual Bancassurance HDFC Level/ Band Executive Grade 209 Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To ATM/ TM Supervises NA C Job Dimensions Geographic Area Covered Zone/ Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D 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 support for logging in applications sourced . Tapping the right database of the branch and ensure authentic documentation . Build relationship with the HDFC 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 activation targets . Work collectively with HDFC 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 possHDFCe 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 branch manager on business plan execution 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. F 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 G Incumbent Characteristics Essential Desired Qualification Graduate/ PG Experience 2-3 years in Sales

Role description 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 Tata's esteemed leadership with AIA's 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 - Bancassurance IBL Department Bancassurance IBL Level/Band Executive-209 Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations Organizational Relationships Reports To Territory Manager/ Area Manager Supervises NA Job Dimensions Geographic Area Covered Branches / 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 ANP, 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 along with RAMBO RM and providing support for logging in applications sourced . Tapping the right database of the branch and ensure authentic documentation . Build relationship with the RAMBO Sales/ operations team 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 RM activation targets . Work collectively with RAMBO Sales / operations team 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 RM on business plan execution 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. 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 . Language Skills English, Local language Incumbent Characteristics Essential Desired Qualification Graduate PG Experience 0.5 - 4 years in Sales (Insurance / Financial Service Background) 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:

Role description Job Description Position Overview Position Title Circle Head - Axis Bank Branch Banking Department Axis Bank -Branch Banking Level/ Band Senior Manager / 501 Role Summary: To manage sales and business objective of the cluster, meeting or exceeding key targets To ensure achievement of sales targets with optimal market coverage To plan resource allocation and be responsible for financial viability of the cluster To effectively lead and manage his sales team by providing them with ongoing coaching To ensure that the sale behavior, sales ethics and sales practices of the sales team comply with company standards and To closely work with the supervisor to design sales strategies and initiatives that will cause improvement of sales performance across Organizational Relationships Reports To State Head Supervises Cluster Managers/ Relationship Managers Job Dimensions Geographic Area Covered Circle Internal Stakeholders Training Product Management Marketing Branch Operations Distribution Operations External Channel Partner Key Result Areas Achieve ANP targets through assigned branches . Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for branch banking and cards vertical . Work collectively with the branch manager on the business strategies and implementation plans . Visit allocated branches regularly to supervise process and operations . Interact regularly with Relationship Managers to achieve required sales target . Training Relationship Managers in presentation & selling skills . Joint Sales Calls with sales team on calls on calls with high-ticket clients . Develop and maintain strong relationship and rapport with bank managers to ensure achieve business nos. Training of the sales team . Train the Relationship Managers and bank's frontline staff on the products, sales technique, prospecting, objection handling and sales operation and process etc . To train the Relationship Managers on Presentation and Selling Skills . Conduct sessions on product pitching and query handling for RMs Monitor sales & provide support . Analyze the productivity of RM's to ensure they are delivering as per expectations. Suggest the developmental changes and intervene as and when required. . Ensure that the high performers are suitably rewarded & kept motivated . Maintain and observe Company's internal control and standards . Act as an escalation point for issues pertaining to policy issuance Arrange various contests & events for the sales team as well as the customers . Communicate all marketing and sales programs to bank's frontline staff and ensure awareness and articulation . Fulfill the approval requirements . Analyze the customer response to events to judge the feasibility of the events in terms of leads generated vs. the money spent MIS & Reporting . Design and circulate business MIS and reports to various stakeholder as required . Analyze data cuts on Business Performance and share the findings with the supervisors Risk . Participate in risk mitigation plans, contingency planning, and 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 . Team Management skills . Mentoring skills . Business perspective & planning . Performance Management skills . Finance / Insurance industry awareness . Interviewing skills . 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 PG/ MBA Experience 7 - 9 years Sales Experience