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4.0 - 8.0 years
0 Lacs
chennai, tamil nadu
On-site
You are invited to participate in the Mega Walkin Drive conducted by HCL Tech for Lead Positions in the Banking Insurance sector. The event will take place from 5th March 2025 to 7th March 2025. The interview will be conducted in a walk-in mode between 11:30 AM to 3:00 PM. The venue for the interview is ETA 1- HCL Navalur - Block 1, Sandhya Infocity, OMR, Rajiv Gandhi Salai, Navalur, Chennai, Tamil Nadu, 600130. You may contact HR representative Nandhinee for further details. The work location for the position will be Navallur. As a Team Lead, you are expected to have a minimum of 6 years of experience in the Insurance or financial services industry. Strong communication and interpersonal skills are essential for this role. Your responsibilities will include but are not limited to Insurance Policy Review, New Business, Renewals, Surrenders/Maturity, Claims, Decreases/Increases, Query handling, Underwriting, Top up. Additionally, you should have experience in training, mentoring, and creating MIS reports. Attention to detail is crucial, and you will be responsible for driving team productivity and quality. For the Team Lead - Quality position, a minimum of 4 years of experience in the Insurance or financial services industry is required. Similar to the Team Lead role, you should possess excellent communication skills and in-depth knowledge of insurance operations. Responsibilities include mentoring and training QA team members, leading the QA team within the Insurance project, conducting quality checks, and analyzing data for improvement areas. As a Senior Team Lead, you should have at least 6 years of experience in the Insurance or financial services industry. Your responsibilities will include driving team productivity and quality, representing the Insurance function in senior management discussions, and ensuring client service levels are met. Strong communication skills, stakeholder management, and problem-solving abilities are crucial for this role. At HCL Tech, we value your growth and offer continuous learning and career development opportunities. We provide a diverse and inclusive work environment with global opportunities. Our virtual-first work environment promotes work-life integration and flexibility. Join us at HCL Tech to explore unlimited opportunities and find a role that sparks your brilliance.,
Posted 3 days ago
1.0 - 3.0 years
3 - 3 Lacs
bengaluru
Work from Office
Roles & Responsibilities: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 3. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. 4. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner 5. Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. 6. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. 7. Completion of File: Responsible for submission of complete application form, documentations and information May2nd Walkin Details: HDFC Sales Private Limited - Sai Sumukh, No 850/2, D Block, 2nd Floor, Sahakarnagar, Bangalore: 560092. Landmark: Above briyani House. May3rd Walkin Details: HDFC Sales Pvt Ltd, 3rd Floor, Banaswadi 100 feet road, HRBR Layout, Kalyan Nagar, Bengaluru, Karnataka 560043. Landmark: Opposite to SBI Bank May7th Walkin Details: HDFC Sales Pvt Ltd - Rainbow Centrum, Site No. 7,3rd floor, Yelachenahalli,1st stage,Kanakapura main road Near Yelachenahalli Metro station, Bengaluru 560061
Posted 1 week ago
2.0 - 6.0 years
0 Lacs
jhajjar, haryana
On-site
The role will require you to meet targets, identify new sources within the assigned geography, and maintain strong relationships with these sources. By achieving efficiency in your designated geography and with your sources, you will contribute to reaching the company's productivity goals. You will be responsible for mapping out the area and geography assigned to you. This will involve regularly updating lane-to-lane and area mapping with the guidance of your supervisor. It is crucial to identify and inform your reporting manager of any new sources found in your allocated area during team huddles. In terms of Source Relationship Management, you will be tasked with maintaining positive relationships with all assigned and identified sources within your geography. This includes understanding the potential of each source and ensuring the expected levels of LSR, SLR, and MS are met. Additionally, you should be proficient in using tools that can help enhance these relationships and ratios. Keeping accurate reports related to sales and activities is another key aspect of the role. You must maintain these reports in the specified format and update your daily diary with activities conducted. This requires knowledge of the various reports to be maintained, the ability to capture data correctly, and understanding how to utilize the diary effectively. You will also be involved in the recruitment of channel partners. This involves identifying potential partners, understanding the BSA empanelment process, and ensuring that selected partners meet the defined norms and categories. Attendance at daily team huddles is mandatory, following the established process. You should be familiar with the daily morning huddle process and be able to provide data in the required format based on business needs. Enhancing customer experience through relationship building is another crucial aspect of the role. This includes developing and maintaining relationships with customers, selling products and services effectively, understanding KYC and legal documentation, using sales kits, analyzing credit documents for eligibility, and addressing customer objections. Behavioral competencies such as interpersonal skills, planning abilities, and selling skills are essential for success in this role. Interpersonal skills are key for effective customer and source management, planning skills are needed for geography mapping and sales management, and selling skills are essential for improving conversions and handling customer objections. Creativity, a service-oriented mindset, and logical reasoning are additional competencies that would be beneficial for this role.,
Posted 1 week ago
2.0 - 6.0 years
0 Lacs
haryana
On-site
You will be responsible for meeting targets, identifying new sources from the assigned geography, and maintaining good relationships with sources to achieve efficiency in the assigned geography. This will ultimately lead to achieving the desired productivity expected by the company. You will be tasked with area/geography mapping, including lane-to-lane/Area mapping at regular intervals with the help of your supervisor. It is essential to identify new sources in the allocated Area/Geography and report the progress to the reporting manager during team huddles. Furthermore, you will be responsible for managing relationships with all assigned and identified sources within your geography/area. This includes understanding the potential of each source and ensuring the expected LSR, SLR, and MS, as well as using various tools to improve relationships and ratios. In addition, maintaining reports related to sales and all activities in the prescribed format is crucial. Keeping a daily diary of activities in the prescribed format and understanding various reports to be maintained are key aspects of this role. You will also be responsible for the identification of channel partners, including knowledge of the BSA empanelment process and the ability to identify potential channel partners within defined norms and categories. Attending daily team huddles as per the set process is mandatory. It is important to have knowledge of the daily morning huddle process and the ability to provide data in the prescribed format based on business requirements. Enhancing customer experience through the development and maintenance of relationships with customers is another key aspect of the role. This includes knowledge of all products and competition, selling products, providing required services to customers, understanding KYC documentation, legal documentation, technical processes, and utilizing sales kits effectively. Behavioral competencies required for this role include interpersonal skills for customer relationship and source management, planning skills for geography mapping and sales management, and selling skills for conversions and handling customer objections. Good to have competencies include creativity, working from a service perspective, and logical reasoning.,
Posted 1 week ago
0.0 - 4.0 years
0 Lacs
madurai, tamil nadu
On-site
The job involves the following responsibilities: - Conducting area, lane, and geography mapping regularly with the help of a supervisor to identify new sources and reporting progress during team huddles. - Managing relationships with assigned sources in the designated area. - Maintaining sales and activity reports in the prescribed format and keeping a daily diary of activities. - Identifying the requirement for appointing channel partners. - Participating in daily team huddles according to the established process. - Improving customer experience by establishing and nurturing relationships with customers. - Ensuring the timely submission of complete application forms, documentation, and information. This is a permanent position suitable for freshers. The benefits include health insurance, Provident Fund, yearly bonus, day shift schedule, and the requirement of a Bachelor's degree. Proficiency in English and Tamil is mandatory. The work location is in person.,
Posted 1 month ago
1.0 - 5.0 years
0 Lacs
jaipur, rajasthan
On-site
As a Sales Officer specializing in Home Loans, you will be responsible for various key tasks to ensure the effective management and growth of sales in your assigned area. You should be a graduate with at least 1 year of experience in Home Loan sales. Your primary responsibilities will include: Area/Geography Mapping: - Conducting lane-to-lane and area mapping at regular intervals under the guidance of your supervisor. - Identifying new sources within your designated area and providing progress updates to your reporting manager during team meetings. Source Relationship Management: - Managing relationships with all assigned and identified sources within your area to drive business growth. Maintaining Reports: - Keeping detailed reports of sales activities in the prescribed format. - Maintaining a daily diary documenting all activities as per the set guidelines. Channel Partner Recruitment: - Identifying potential channel partners to expand the sales network. Team Huddle Participation: - Attending daily team huddles as part of the standard process. Customer Relationship Management: - Enhancing customer experience by establishing and nurturing relationships with clients. This is a full-time position with day shift schedule. The ideal candidate should have a minimum of 1 year of experience in Home Loan sales. The work location is in person. If you are interested in this role, please reach out to the employer at +91 9430049605 to discuss further details.,
Posted 1 month ago
1.0 - 5.0 years
0 Lacs
guwahati, assam
On-site
You will be responsible for area/lane/geography mapping by regularly mapping out the assigned area/geography with the assistance of your supervisor. It will be your duty to identify new sources within the allocated area/geography and provide progress updates to the reporting manager during team huddles. Additionally, you will be managing relationships with all assigned sources within your geography/area. Your role will involve maintaining reports related to sales and all activities in the prescribed format. You are required to keep a daily diary of activities in the specified format. Identifying the need for appointing a channel partner will also fall under your responsibilities. Attending daily team huddles as per the set process is mandatory. You will be tasked with enhancing customer experience by developing and maintaining relationships with customers. Ensuring the submission of complete application forms, documentations, and information is also part of your responsibilities. Candidate Eligibility: - A graduate pass out from any stream - Preferably 0.6 to 1 year of experience in sales - Willingness to travel extensively within the city - Good communication skills This is a Full-time job with benefits such as health insurance, life insurance, provident fund, and a performance bonus. The work schedule is a day shift and the work location is in person.,
Posted 1 month ago
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