Role & responsibilities Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations Preferred candidate profile 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.

Role & responsibilities Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations Preferred candidate profile 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.

• Handle team of advisors • Hire & create new advisors & business associates • Provide support • Develop strategies • Identifying new business • Leading the team

Role & responsibilities -Life Insurance with Banca Sales -Branch Banking sales Preferred candidate profile Life Insurance Banca/Direct Candidates can apply

Role & responsibilities Visit partner branches and interact with Bank branch managers. - Should be experienced working in Open Architecture. - Ensure sales targets assigned are met on every parameter - Interact with customers to explain the products and solutions - Help branches mapped to her/him help achieve insurance sales targets - Should not be more than 33 years Preferred candidate profile Specify required role expertise, previous job experience, or relevant certifications.

Role & responsibilities Banca Sales Preferred candidate profile Life Ins min 1 yr exp in banca

Role & responsibilities - Banca Insurance sales - FLS Manager Preferred candidate profile Life Insurance - Banca Sales (Team Handling exposure must)

Role & responsibilities Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations Preferred candidate profile 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.

Role & responsibilities: Visit partner branches and interact with Bank branch managers. - Should be experienced working in Open Architecture. - Ensure sales targets assigned are met on every parameter - Interact with customers to explain the products and solutions - Help branches mapped to her/him help achieve insurance sales targets - Should not be more than 33 years Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

Role & responsibilities Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations Preferred candidate profile 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.

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.

Training Prepare training material for New Phone Bankers Certification/ Motivation of Phone bankers Timely Completion of training Coaching callers based on quality scores for improvement Training to improve sales Daily / Monthly Quality Evaluations Ensure Quality Lead generation from the Phone Banker Ensure regular monitoring of quality of calls and completion of monitoring within defined timelines Timely feedback to caller Collect customer feedback and review scripts regularly Conducting Monthly certifications for the unit to assess product/process/ system. Analyze the training requirements bases the feedback shared. Daily / Monthly MIS Prepare the Quality MIS Ensure the MIS is published to the relevant stakeholders on time. Daily/ Weekly/ Monthly Others Assist in preparation of process notes or system requirements Projects to improve overall lead quality E Skills Required Technical Good Knowledge of MS Office / MS Excel Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills Advance Excel skills F Incumbent Characteristics Essential Desired Qualification Graduation Post-Graduation Experience At least 3-5 years of experience in call centre industry, in Quality / Training process. Any industry

Role & responsibilities * Sourcing candidates * Co-ordinate Interviews * Pre-Offer Documentation * Maintaining Tracker * Assist in Engagement Activities Preferred candidate profile Only Fresher Graduate Candidate who are willing to start career in HR Local Based candidate- Patna Interest to learn Only based in Patna Immediate Joiner

Role & responsibilities Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations Preferred candidate profile 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.

Position Title Branch Manager - Agency Sales Location - Kolkata South, Buxar, Aurangabad (Bihar) Department Business Associate Model / Leadership Model Level/ Band 401/Manager Role Summary: Responsible for achieving business targets for the branch through building a sustainable and productive distribution force. Managing costs for the branch, 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. B Organizational Relationships Supervises Executive / Assistant / Business Associates Managers C Job Dimensions Geographic Area Covered Internal Stakeholders Executive / Assistant / Business Associates Managers Agency Sales Training Branch Operations Distribution Operations External D Key Result Areas Organization Process Key Contributions Strategic Business Development Identify potential catchments areas and develop distribution in them Build Distribution through NLA and Sales Leaders Business Development Drive recruitment of DPBAs through the BAMs / LHs / CHs Drive recruitment initiatives through activities and through BAs / internal PBAs / DPBAs Drive Growth in Distribution through NAAFs, NLAs and New BAs Drive Growth in Business through Submitted FP, Issued FP, and A&H contribution 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 Regional / Zonal / 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 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 F Incumbent Characteristics Essential Desired Qualification Graduate PG / MBA Experience 9 -10 years

Role & responsibilities - Recruit Business Associate and advisors - Coordinate for the regulatory trainings - Manage daily, weekly and monthly choreography - Conduct daily, weekly and monthly Business Associate meetings - Income and Goal setting exercise for the month - Joint field work along with business associates and advisors to source insurance policy - Drive business submission and issuances - Clearence of pending cases for documentation and medicals as a part of the issuance process - Train distribution on getting higher first time right % submission - Achieve monthly objectives and targets - Motivate advisors and business associates for various contest and sales enablers - Daily update about the status of business and applicability in contest - Maintain healthy relationship with all stakeholders like customers and distributors - Work on opportunity of cross sell and upsell - Focused effort to drive renewal premium collection Jobe Location : Kolkata Horizon Branch, Siliguri PCM Tower Local Candidates Only.

Role & responsibilities Life Insurance - Virtual Sales

Dear Candidate , Pls find the mentioned job opportunity: Bancassurance profile as Key Account Manager for IDFC First Banca Channel. If interested, pls share your resume at swati.roy@tataaia.com Experience -1-5 Yrs Location - Howrah+Chandannagar, Salt Lake Sector 1,2 & 5, Girish Park+Parkstreet, Beleghata+Topsia, Kasba+Rajdanga Role & responsibilities Visit partner branches and interact with Bank branch managers - Ensure sales targets assigned are met on every parameter - Interact with customers to explain the products and solutions - Help branches mapped to her/him help achieve insurance sales targets Preferred candidate profile Candidate should be graduate. Should have at least 1-2years of BFSI sales experience. Should have knowledge of Life Insurance products. Best Regards, Swati Roy

Role & responsibilities Responsible for driving the sales of life insurance product through bank branches. Builds and manage strong relationship with bank staff and customers to generate leads, provide knowledge, and ensure policy issuance. Preferred candidate profile

" Position Title: Corporate Account Manager Department : HDFC BB Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations Reports to Territory Sales Manager Qualification : Graduate Experience: 1 - 3 years in Sales (Insurance/Financial Service Background) CTC: Up to 3.50 Lacs J Key Result Areas: Sales J 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 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 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 & Reporting ¢ 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