“Get the sale” using various customer sales methods Forecast sales, develop “out of the box” sales strategies/models and evaluate their effectiveness Evaluate customers skills, needs and build productive long lasting relationships Meet personal and team sales targets Research accounts and generate or follow through sales leads Attend meeting, sales events and trainings to keep abreast of the latest developments Report and provide feedback to management using financial statistical data Maintain and expand client database within your assigned territory Require

“Get the sale” using various customer sales methods Forecast sales, develop “out of the box” sales strategies/models and evaluate their effectiveness Evaluate customers skills, needs and build productive long lasting relationships Meet personal and team sales targets Research accounts and generate or follow through sales leads Attend meeting, sales events and trainings to keep abreast of the latest developments Report and provide feedback to management using financial statistical data Maintain and expand client database within your assigned territory Require

“Get the sale” using various customer sales methods Forecast sales, develop “out of the box” sales strategies/models and evaluate their effectiveness Evaluate customers skills, needs and build productive long lasting relationships Meet personal and team sales targets Research accounts and generate or follow through sales leads Attend meeting, sales events and trainings to keep abreast of the latest developments Report and provide feedback to management using financial statistical data Maintain and expand client database within your assigned territory Require

“Get the sale” using various customer sales methods Forecast sales, develop “out of the box” sales strategies/models and evaluate their effectiveness Evaluate customers skills, needs and build productive long lasting relationships Meet personal and team sales targets Research accounts and generate or follow through sales leads Attend meeting, sales events and trainings to keep abreast of the latest developments Report and provide feedback to management using financial statistical data Maintain and expand client database within your assigned territory Require

“Get the sale” using various customer sales methods Forecast sales, develop “out of the box” sales strategies/models and evaluate their effectiveness Evaluate customers skills, needs and build productive long lasting relationships Meet personal and team sales targets Research accounts and generate or follow through sales leads Attend meeting, sales events and trainings to keep abreast of the latest developments Report and provide feedback to management using financial statistical data Maintain and expand client database within your assigned territory Require

“Get the sale” using various customer sales methods Forecast sales, develop “out of the box” sales strategies/models and evaluate their effectiveness Evaluate customers skills, needs and build productive long lasting relationships Meet personal and team sales targets Research accounts and generate or follow through sales leads Attend meeting, sales events and trainings to keep abreast of the latest developments Report and provide feedback to management using financial statistical data Maintain and expand client database within your assigned territory Require

“Get the sale” using various customer sales methods Forecast sales, develop “out of the box” sales strategies/models and evaluate their effectiveness Evaluate customers skills, needs and build productive long lasting relationships Meet personal and team sales targets Research accounts and generate or follow through sales leads Attend meeting, sales events and trainings to keep abreast of the latest developments Report and provide feedback to management using financial statistical data Maintain and expand client database within your assigned territory Require

“Get the sale” using various customer sales methods Forecast sales, develop “out of the box” sales strategies/models and evaluate their effectiveness Evaluate customers skills, needs and build productive long lasting relationships Meet personal and team sales targets Research accounts and generate or follow through sales leads Attend meeting, sales events and trainings to keep abreast of the latest developments Report and provide feedback to management using financial statistical data Maintain and expand client database within your assigned territory Require

“Get the sale” using various customer sales methods Forecast sales, develop “out of the box” sales strategies/models and evaluate their effectiveness Evaluate customers skills, needs and build productive long lasting relationships Meet personal and team sales targets Research accounts and generate or follow through sales leads Attend meeting, sales events and trainings to keep abreast of the latest developments Report and provide feedback to management using financial statistical data Maintain and expand client database within your assigned territory Require

“Get the sale” using various customer sales methods Forecast sales, develop “out of the box” sales strategies/models and evaluate their effectiveness Evaluate customers skills, needs and build productive long lasting relationships Meet personal and team sales targets Research accounts and generate or follow through sales leads Attend meeting, sales events and trainings to keep abreast of the latest developments Report and provide feedback to management using financial statistical data Maintain and expand client database within your assigned territory Require

Position: Branch Manager Experience Required: Minimum 3 years in an agency ( INSURANCE) Location: [BANGALORE] Industry: [ Insurance.] Key Responsibilities: Manage daily operations of the branch, ensuring business targets are met Lead a team of unit managers ensure performance goals are achieved Build and maintain strong client relationships Oversee local marketing and business development efforts Report performance metrics to senior management Requirements: Minimum 3 years of experience in an agency background (sales, recruitment preferred) Strong leadership and team management skills Proven ability to meet business targets Excellent communication and interpersonal skills Bachelor's degree preferred. Candidate should be in Bangalore itself Salary: As per industry standards"]

“Get the sale” using various customer sales methods Forecast sales, develop “out of the box” sales strategies/models and evaluate their effectiveness Evaluate customers skills, needs and build productive long lasting relationships Meet personal and team sales targets Research accounts and generate or follow through sales leads Attend meeting, sales events and trainings to keep abreast of the latest developments Report and provide feedback to management using financial statistical data Maintain and expand client database within your assigned territory Require

Dear Team, Basic requirement · Must possess a two-wheeler. · Should be based at the designated location. · Must be fluent in the local language of the base location. · Preferably have a background in insurance. · Graduation is a mandatory qualification. · Add on if the candidates are immediate joiners or serving NP. Channel – Agency ( ALC ) CTC – Upto 4.5 Position - Business Manager

Job brief As an Office Administrator, you will help the company operate smoothly on a day-to-day basis, so that employees can perform their best. You will oversee office tasks, such as handling correspondence, maintaining records, ensuring communication within teams, and many more. Those who meet the criteria of being good at multitasking and encouraging collaboration will be the ideal fit. An Office Admin primarily excels at organization and effective communication. Office admin roles and responsibilities Act as a first point of contact to external vendors and guests, directing them to appropriate offices. Respond to calls and emails within the stipulated time or forward them to wherever necessary. Answer all queries professionally as per the Standard Operating Procedures (SOP). Maintain a record of visitors/calls and follow appropriate security procedures. Coordinate office operations by supervising office staff and maintaining office systems.

Dear Team, Basic requirement · Must possess a two-wheeler. · Should be based at the designated location. · Must be fluent in the local language of the base location. · Preferably have a background in insurance. · Graduation is a mandatory qualification. · Add on if the candidates are immediate joiners or serving NP. Channel – Agency ( ALC ) CTC – Upto 4.5 Position - Business Manager

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones. Identify potential HNI prospects through networking, referrals, and market research. Develop customized investment solutions for each client based on their financial goals and risk tolerance. Provide exceptional customer service by resolving queries promptly and ensuring timely issue resolution. Collaborate with internal teams to ensure seamless execution of transactions and services.

Candidate need to sell Shriram life Insurance.

You will achieve your target in LI/HI and FD

● Sales Target Achievement: Meet or exceed the sales targets for life insurance products by acquiring new customers and ensuring customer satisfaction. ● Customer Acquisition: Identify potential customers through direct prospecting, referrals, and networking. ● Product Presentation: Conduct detailed discussions and presentations with prospects, explaining the benefits of Shriram Life Insurance products. ● Customer Relationship Management: Develop and maintain strong relationships with customers to enhance customer loyalty and satisfaction. ● Policy Renewal and Cross-Selling: Engage existing customers for policy renewals, upgrades, and cross-sell additional products. ● Market Research: Stay updated with the latest market trends, customer needs, and competitor offerings to provide customers with accurate information. ● Sales Documentation: Complete all documentation and paperwork related to policy issuance and renewals. ● Compliance: Ensure all sales activities are in compliance with industry regulations and company policies. ● Reporting: Report sales performance and customer feedback to the management on a regular basis.

Outbound calls to insurance for customer eligibility verification Denial documentation and further action Calling the insurance carriers based on the appointment received by the clients Performs assigned tasks/ complete targets with speed and accuracy as per client slab Work cohesively in a team setting, Assist team members to achieve shared goals Maintain the individual daily logs Patient calling , provider outreach program etc Communication /issue escalation to seniors if there is any in a timely manner