Job Description Drafting of commercial agreements for the various business entities such as NDAs, Service Agreements, Consultancy Agreements, Endorsement Agreement, Product Purchase Agreements, Marketing Agreement, SaaS Agreements, Sourcing Agreements, Subscription Agreements, Licensing Agreements, Contribution Agreement, etc. .Review, negotiations and execution of the commercial contracts .Preparing summaries of critical clauses in the executed contracts .Providing advisory to the business, finance and operations teams on the various queries on the executed agreements .Executing documentation towards renewal, variation and closure of existing business relationships .Undertaking research and preparing notes on various legal points forming part of the business transactions .Maintaining MIS and records of contracts
Designation CPC Sales Manager - Credit Life Reporting to Regional Manager Region / Location Faridabad BO / Gurgaon BO Function Credit Life POSITION OVERVIEW The CPC Sales Manager - Credit Life is accountable for the profitable achievement of Credit Life sales objectives associated with the assigned market, segment, and team managed. Candidates should be experienced in Credit Life business and experience with PSU Banks set up is preferred. ROLE OBJECTIVE & Key areas 1. Achievement of Credit Life sales objectives : Business and Penetration 2. Business Development (citing new avenues of expanding business within the Banks) 3. Maintain healthy relationship with Management in Branch offices. 4. Relationship management & regular engagement with branch managers & leadership teams to support sales growth. 5. Adherence to all IRDA regulations and keep pace with changes in the regulatory guidelines/framework for Life Insurance in general and particularly for banc assurance 1. 2-8 years of core business management experience in BFSI industry including sales and service. 2. Preferably having managed business & channel development in a Bank or Insurance industry.
Job Position: Deputy Agency Development Manager Department: Agency Branch Sales - Agency Channel Reports to: RM / Sr. RM Location: Delhi NCR Promoting the brand image of the SUD Life and implementing all initiatives of the Company related to brand building exercises, as well as maintaining optimal & thriving relationships with all the stakeholders Job Responsibilities . Recruitment of Agency Leaders and driving business through them . Tracking and guiding activity of 10 Agency Leader (AL) and Life Advisors (LA) on daily basis . Planning to ensure business delivery on monthly basis . Monitoring new agent performance and create successful agents . Empower successful launch of Agency Leader . Ensures training of products and sales technique to empower each team members . Ensure consistent business performance with operational effectiveness & control . Adherence to all IRDA regulations and keeping pace with changes in the regulatory guidelines/framework for Life Insurance particularly for agency channel Desired Candidate Profile . Desired age: 28 to 40 years with an exception up to 45 years of age . 1 - 7 years of relevant experience in Agency or BFSI . Graduate from a reputed institute/university . Extensive skills in verbal communication: Local Language proficiency with working knowledge of English . Strong Entrepreneurial skills, relationship management and networking skills with customer service intent, sales aptitude, interpersonal skills . Highly self-motivated and ambitious individual in achieving self and team goals Industries / Companies: Life Insurance/ BFSI Academic qualification: Graduate
JD - Front Line Sales Role: Front Line Sales - Bancassurance Location: Anywhere in India Department: Bancassurance Reporting to: Territory Manager Job Overview: Building and maintaining excellent relationships with the partner bank officials ( Union Bank & Bank of India ) at the Branch level. Promoting sales and achieving targets set by the company in respect of new business, renewal persistency and promoting the company's brand image within the given cluster of branches. Roles & Responsibilities Achieving and exceeding new business targets (new business as well as renewals) through the assigned partner bank branches Ensure sales & service support within the cluster assigned viz. closing sales calls, aiding in the completion of documentation, facilitating pre-insurance medical examination, and scrutiny of the proposal papers to minimize the turnaround time in policy issuance Facilitating renewal premium collections and customer service Sales Management - Keeping records of daily activities, leads generated and closed, and special programs such as Bima Bazaars, and branch meetings Ensuring that SUD's brand and its products are continually promoted Promoting the brand image of the Company and implementing all initiatives of the Company related to brand-building exercises, as well as maintaining excellent relationships with the bank personnel Arranging exhibitions, customer meets, cluster meets etc. in consultation with the supervising officials Providing daily MIS/ daily reports of performance to one's supervising officials Stakeholder Management All Leaders across the function including TM, AM, RM, and ZM Buddy Insurance Trainees if any Qualifications and Requirements Minimum Graduate/any bachelor's degree Experience: 1-6 years of experience in Insurance and Banking Desired Age: 35 years Preferably having managed business & channel development in a Bank distribution-oriented environment Skills Communication - Local Language proficiency with working knowledge of English Interpersonal skills, Relationship Management Market Insurance Product Knowledge Building Relationships through Networking Skills Client First Approach Org. Overview Founded in 2009, Star Union Dai-ichi Life Insurance (SUD Life) is a joint venture between two of India's leading public sector banks, Bank of India and Union Bank of India, and Dai-ichi Life Holdings, a leading life insurance company in Japan. With a robust collective network of over 11,000 branches catering to more than 64 million customers, SUD Life has one of the largest life insurance distribution footprints in India. Bank of India and Union Bank of India have sponsored select Regional Rural Banks, which provide SUD Life access to more than 1950 branches that make life insurance products available in rural areas. Channel Overview: Bancassurance As mentioned in the Org. overview, we have an arrangement between the two partner banks - Bank of India and Union Bank of India, and Dai-ichi Life Holdings is an insurance company, through which we sell our SUD Life products to the partner bank's customers. Know more about us by visiting: Our website: https://www.sudlife.in/ O ur LinkedIn Page: https://www.linkedin.com/company/13201422
Purpose of Role As part of the Marketing team, responsible for brand building activities, new product launch activities, activations , in- branch branding, lead generation activities and ATL-BTL campaigns. As part of the Marketing team, the role holder will be responsible for: Planning and executing Insurance Awareness Campaigns pan India to promote financial literacy and enhance product understanding at the grassroots level. Planning and executing brand-building activities, new product launches, activations, lead generation activities and integrated ATL-BTL campaigns. Managing media planning and buying in coordination with various media agencies. Leading channel marketing on-ground campaigns end-to-end-from ideation to execution and performance tracking. Overseeing vendor management and conducting effective negotiations to ensure high-impact deliverables within defined budgets, while identifying cost-saving opportunities across marketing initiatives. Driving new product launch activities across bank branches and for the Agency Channel. Conceptualizing and implementing lead generation initiatives in bank branches, corporate offices, markets, and residential welfare associations (RWAs). Developing strategies to enhance product and brand visibility across bank branches. Supporting the Agency Channel with lead generation campaigns and on-ground brand activations. Creating innovative approaches to elevate the organization's brand positioning across industry platforms and through diverse media vehicles. Monitoring and analyzing competitor activities to stay ahead of market trends and refine marketing strategies. Designing and executing partner (banker) engagement programs to strengthen relationships and drive product affinity. Leading bank branch activations across India for festivals, foundation days, and new product launches. Enhancing visibility in rural areas Ideal fit (Requirements) Good interpersonal and presentation skills to manage internal and external stakeholder. Problem solver and effective project and time management abilities and willing to travel extensively across North India. Highly motivated individual with proven track record of achieving KRA. Strong experience in event management and activation. Strong organization skills, with the ability to work in a fast-paced environment and manage multiple deadlines and priorities. Excellent communication skills (both written and verbal). Strong customer orientation and a professional approach with the ability to interact with all levels. Self-motivated, team player with high energy and ability to work independently. Experience in CSR will be an added advantage. Travel Requirements There will be extensive travel in JH / NE / Central India for Insurance Awareness activities. In order of priority: 1. Kolkata 2. Bhubaneswar 3. Lucknow 4. Delhi 5. Patna
JD - Branch Leader Location: Anywhere in India Department: Agency Job Overview The Branch Manager will manage the team of Agency Managers, ensure advisor recruitment as per plan, and assist the Branch Head in making the branch a profit centre and achieving annual business targets. Roles & Responsibilities -Promoting the brand image of SUD Life and implementing all initiatives of the Company related to brand-building exercises, as well as maintaining optimal & thriving relationships with all the stakeholders - Recruitment of Agency Leaders and driving business through them - Tracking and guiding the activity of 10 Agency Leaders (AL) and Life Advisors (LA) daily - Planning to ensure business delivery every month - Monitoring new agent performance and creating successful agents - Empower the successful launch of Agency Leader -E nsure training of products and sales techniques to empower each team member - Ensure consistent business performance with operational effectiveness & control - Adherence to all IRDA regulations and keeping pace with changes in the regulatory guidelines/framework for Life Insurance particularly for agency channel Stakeholder Management - All Leaders across the function including ABM, RM and ZM - Subordinates - BDM and AL - Scope of work: 8-9 AL Qualifications and Requirements - Graduate from a reputed institute - Highly self -motivated and ambitious individual in achieving self and team goals - Hiring Pool - At least 3 years of experience in Agency channel in LI companies - Age: 1) Life Insurance (LI) Agency Pool: 28 to 40 years (May vary as per experience) 2) Voluntary Retired Service (VRS) - Armed Forces and Banking: 50 years Skills - Advanced verbal communication skills: Local Language proficiency with working knowledge of English -Strong Entrepreneurial skills, relationship management and networking skills with customer service intent, sales aptitude, interpersonal skills About Organization Founded in 2009, Star Union Dai-ichi Life Insurance (SUD Life) is a joint venture between two of India's leading public sector banks, Bank of India and Union Bank of India, and Dai-ichi Life Holdings, a leading life insurance company in Japan. With a robust collective network of over 11,000 branches catering to more than 64 million customers, SUD Life has one of the largest life insurance distribution footprints in India. Bank of India and Union Bank of India have sponsored select Regional Rural Banks, which provide SUD Life access to more than 1950 branches that make life insurance products available in rural areas. Channel Overview: Agency . . Know more about us by visiting: - Our website: -Our LinkedIn Page:
Roles and responsibilities: .Risk Assessment /underwriting of proposal .Underwriting of Lapse Cases .Assessment of POS/Alteration of cases. .Processing of Cases in STP QC Bucket Skills .Financial knowledge & Skill .Risk Assessment .Problem solving .Written and oral communication skill Education .BSc / BDS / BAMS / BPharm/BCOM graduates .Minimum of 5+ yrs experience in Life Insurance/Health/TPA industry/Finance
Key Functional Responsibilities: Contact Center Management: Oversee daily operations of internal and outsourced call centres including lead distribution, sales pitch monitoring, and call audits. Implement performance tracking mechanisms and drive KPIs (e.g., APR, FTR, conversions). Design and execute training programs on product knowledge and sales techniques. Customer Experience & Compliance: Ensure seamless customer engagement throughout the digital purchase journey. Monitor service quality and compliance with IRDAI regulations, data privacy, and security norms. Identify process improvement opportunities to boost customer satisfaction and policy issuance efficiency. Tech & Collaboration: Collaborate with the digital, IT, and product teams to optimize user experience and lead journeys. Drive CRM and call center system enhancements to support better lead nurturing and tracking. Coordinate with third-party vendors and external platforms for campaign execution and process integration. Key Managerial Responsibilities: Sales & Strategy Execution: Lead and manage the Direct-to-Customer (D2C) digital sales channel, ensuring achievement of sales targets through inbound/outbound campaigns. Drive sales for digital-first insurance products across segments like existing customers, employee leads, affiliate marketing, and organic traffic. Support the formulation and execution of strategy to increase digital channel adoption and policy conversion. Qualification required: Qualification Graduate/Postgraduate in Marketing, Insurance, or Business Administration. Technical skills required: Strong knowledge of D2C insurance sales and customer lifecycle management. Hands-on experience managing large call center operations. Excellent analytical skills and understanding of sales performance metrics. Proficiency in CRM tools, lead management platforms, and call center software. Leadership behaviours: Strong communication, team leadership, and stakeholder management capabilities.
Job Title: Relationship Manager - Bancassurance (UBI / BOI) Department: Sales Location: Delhi / Gurgaon / Noida / Faridabad Job Summary: The Relationship Manager for Bancassurance is responsible for driving sales and building strong relationships between the insurance company and its banking partners. The role focuses on promoting and selling insurance products through bank branches, educating bank staff, and ensuring seamless integration between the bank and the insurance company's offerings. The RM will work closely with bank relationship managers to meet sales targets, enhance customer satisfaction, and ensure compliance with industry regulations. Qualifications: Bachelor's degree in Business, Finance, Marketing, or a related field. 1-6 years of experience in sales, bancassurance, or customer relationship management. Experience in the insurance or banking or financial sector is a must. Skills: Strong communication and interpersonal skills. Ability to work collaboratively with bank staff and other internal teams. Sales-driven and customer-oriented mindset. Benefits: Competitive salary with performance-based incentives. Health insurance, paid time off, and other benefits. About SUD Life: Founded in 2009, Star Union Dai-ichi Life Insurance (SUD Life) is a joint venture between two of India's leading public sector banks, Bank of India and Union Bank of India, and Daiichi Life Holdings, a leading life insurance company in Japan. With a robust collective network of over 11,000 bank branches catering to more than 64 million customers, SUD Life has one of the largest life insurance distribution footprints in India. Bank of India and Union Bank of India have sponsored select Regional Rural Banks, which provides SUD Life access to more than 1950 branches that make life insurance products available in rural areas. Established in 1902, Dai-ichi Life is the second largest life insurance company of Japan and is one of the top ten life insurers globally, renowned for sound product knowledge, superior asset management skills, and strong operational capabilities to manage life insurance businesses. At SUD Life, our customers are our priority. We are committed to providing insurance products that serve our customers unique needs across various strata of society and geographies. For more details please visit
Job Summary: The role requires designing and executing learning interventions that align with the organization's strategic priorities. The incumbent will be expected to leverage digital platforms and data-driven insights to deliver high-impact learning outcomes. This position demands strong capabilities in project management, digital learning tools, and cross-functional stakeholder collaboration. Key Functional Responsibilities: .Design, implement, and manage end-to-end learning journeys across functional and leadership domains .Leverage the Learning Experience Platform (LXP) to curate, deploy, and track learning programs .Collaborate with business stakeholders to identify capability gaps and build relevant learning solutions .Drive digital learning initiatives including AI/GenAI capability building and tech-led upskilling .Create high-quality communication and socialization plans for leadership communication and driving engagement .Monitor learning effectiveness through defined KPIs, feedback loops and ROI metrices .Support the planning and execution of assessment centers, workshops, and leadership development initiatives .Ensure compliance and documentation for audits and reporting .Support internal collaboration and knowledge sharing within the L&D team Qualification required: .Graduate in Engineering + MBA (HR/General Management preferred) .2 to 5 years of experience in Learning & Development or related roles .Prior experience with LXP platforms and digital learning tools is essential Technical skills required: .Should have deep understanding of Learning design and delivery principals .Strong analytical and project management skills .Excellent written and verbal communication skills .Proficient in using data and digital tools to improve learning outcomes Leadership behaviours: .High digital and technology orientation .Strong ownership and execution mindset .Ambitious, self-driven, and inspired to create business impact through learning