12 Ulip Jobs

Must have good domain knowledge of Life Insurance & Life Asia. Any candidate who has done an entire journey in Life Asia and can manage calculations as well as having good knowledge of Test case writing. Required Candidate profile Have experience and knowledge in Annuity & ULIP calculations.Waiting / Locking periods for various insurance transactions. Is involved in value testing in excel. Have knowledge in life insurance terms Perks and benefits To be disclosed post interview

Role:- Relationship Manager/ Sr.Relationship Manager Job location:- Mumbai, Pune, Delhi/NCR Education: Graduation/ Post Graduate or MBA from a reputed University / Institute Function: Agency Channel Eligibility: 2 - 3 years of relevant experience Main Priorities: Building an active team of Advisers through quality recruitment Sales call planning Analysis of territory opportunities, strategies for effective territory coverage, customer research, identifying, prospecting and classifying customer on the basis of socio economic and cultural factors, dealing with diverse customer profiles. Achieving sales targets as per budget. Development of professional Standards in the adviser team by regularly training them on product and sales processes Coordinate, monitor and review the sales efforts of the advisor team. Distribution of responsibility pertaining to the clients & prospective clients between advisers Comprehensive knowledge of the company's and competitors products Market feedback Key Responsibilities Key Outputs: Meeting the Sales targets for the team/ Branch Development of a high performing Adviser team with low attrition rates Knowledge and Skill development of Advisers Number of active members in the team Team size and Licensing of Advisers Relationships: Internal: Branch Manager Branch Operations Coordinator Adviser team HR Sales Training Other Branch Team members External: Prospective customers Policy holders Service Providers, as and when required Decision Making Authority: The role-holder would have day to day responsibility of driving business through team of Advisers Competencies: Team Leading and Management Capability To set clear targets and provide appropriate feedback to advisers on progress leading to development of motivated and dedicated team of Advisers. Work closely with the advisers, colleagues and internal resources to deliver value and be a key influence in what will be a fast-growing team environment. Initiative & Innovation Is proactive, depending on business needs manages things and situations independently, does not require follow up. Thinks outside the box and always strives to look at things in new ways. Planning & Organising Maintains effective information relating to advisers and team performance. Is systematic in his/ her approach to work and does and ensures things are done right on time, the first time. Ability to perform under stress Can adhere to timelines without compromising on quality of work. Maintains high energy levels and a positive outlook over long period. Persistent in challenging conditions. Business awareness Has good up to date knowledge of Aviva & competitor products. Pays attention to detail without losing sight of the bigger picture. Qualifications & Key Skills MBA with 0-3 Yrs experience. Have the ability to manage and lead a team of advisors to deliver targets across whole product range within agreed timelines Excellent selling skills Skills in leadership, interpersonal communication, good presentation & liaising skills and problem-solving capability. Aptitude for financial numbers Coaching and developing skills Should be very good in verbal & written communication. Should be comfortable in tech & application usage. Local candidates will be given additional points. Preference: Immediate joiner Why Aviva Dynamic and collaborative team in a supportive and innovative work environment. Opportunities for professional growth and development. Competitive compensation and benefits package. Be a part of shaping the future of insurance in Uttarakhand Insurance for all by 2047”. Wikipedia link: - https://en.wikipedia.org/wiki/Aviva Aviva Fortune 500 Company: - https://fortune.com/company/aviva/global500/ Website: - https://www.avivaindia.com/ HR Spoc LinkedIn: - https://www.linkedin.com/in/aryan-raj-76247175/ Head office: - Aviva India (HO), 401A, 4th Floor, Dlf Cyber Park, Phase II, Block A, Sector 20, Gurugram, Haryana 122002

Role:- Relationship Manager/ Sr.Relationship Manager Job location:- Bhopal, Vashi, Pune, Mumbai, Nashik, Kolhapur, Nagpur Education: Graduation/ Post Graduate or MBA from a reputed University / Institute Function: Agency Channel Eligibility: 2 - 3 years of relevant experience Main Priorities: Building an active team of Advisers through quality recruitment Sales call planning Analysis of territory opportunities, strategies for effective territory coverage, customer research, identifying, prospecting and classifying customer on the basis of socio economic and cultural factors, dealing with diverse customer profiles. Achieving sales targets as per budget. Development of professional Standards in the adviser team by regularly training them on product and sales processes Coordinate, monitor and review the sales efforts of the advisor team. Distribution of responsibility pertaining to the clients & prospective clients between advisers Comprehensive knowledge of the company's and competitors products Market feedback Key Responsibilities Key Outputs: Meeting the Sales targets for the team/ Branch Development of a high performing Adviser team with low attrition rates Knowledge and Skill development of Advisers Number of active members in the team Team size and Licensing of Advisers Relationships: Internal: Branch Manager Branch Operations Coordinator Adviser team HR Sales Training Other Branch Team members External: Prospective customers Policy holders Service Providers, as and when required Decision Making Authority: The role-holder would have day to day responsibility of driving business through team of Advisers Competencies: Team Leading and Management Capability To set clear targets and provide appropriate feedback to advisers on progress leading to development of motivated and dedicated team of Advisers. Work closely with the advisers, colleagues and internal resources to deliver value and be a key influence in what will be a fast-growing team environment. Initiative & Innovation Is proactive, depending on business needs manages things and situations independently, does not require follow up. Thinks outside the box and always strives to look at things in new ways. Planning & Organising Maintains effective information relating to advisers and team performance. Is systematic in his/ her approach to work and does and ensures things are done right on time, the first time. Ability to perform under stress Can adhere to timelines without compromising on quality of work. Maintains high energy levels and a positive outlook over long period. Persistent in challenging conditions. Business awareness Has good up to date knowledge of Aviva & competitor products. Pays attention to detail without losing sight of the bigger picture. Qualifications & Key Skills MBA with 0-3 Yrs experience. Have the ability to manage and lead a team of advisors to deliver targets across whole product range within agreed timelines Excellent selling skills Skills in leadership, interpersonal communication, good presentation & liaising skills and problem-solving capability. Aptitude for financial numbers Coaching and developing skills Should be very good in verbal & written communication. Should be comfortable in tech & application usage. Local candidates will be given additional points. Preference: Immediate joiner Why Aviva Dynamic and collaborative team in a supportive and innovative work environment. Opportunities for professional growth and development. Competitive compensation and benefits package. Be a part of shaping the future of insurance in Uttarakhand” Insurance for all by 2047”. Wikipedia link: - https://en.wikipedia.org/wiki/Aviva Aviva Fortune 500 Company: - https://fortune.com/company/aviva/global500/ Website: - https://www.avivaindia.com/ HR Spoc LinkedIn: - https://www.linkedin.com/in/aryan-raj-76247175/ Head office: - Aviva India (HO), 401A, 4th Floor, Dlf Cyber Park, Phase II, Block A, Sector 20, Gurugram, Haryana 122002

Hi. Openings in Leading AMC Company, Job description (Direct Channel - B2C)- Hni / Retail Clients To promote all the product line of Mutual Fund FOR HNI CLIENT To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele RM Mutual Fund Sales Customer Engagement (HNI Clients) To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com

- ULIP plan sales -Recruit Insurance Managers/Mutual fund distributors -Manage the team of life Insurance Managers to do the ULIP Sales

Insurance Agency channel OR Mutual Fund background Must have built good Life Insurance advisor or Mutual Fund distributor base. No direct selling. Age: 25 to 35 years Qualification: Graduation & above Good communication skills 9320020421 Required Candidate profile HNI clients and sell ULIP products Continued training and motivating the team to drive ULIP business Attend joint field work and distributors No need for IRDA or Mutual Fund exam.

Role Overview We are seeking a highly motivated and customer-centric Sales Executive to join our in-house Direct-to-Consumer (D2C) sales team. The incumbent will be responsible for driving life insurance sales through tele-assisted channels, ensuring a seamless customer experience and strict adherence to internal and regulatory processes. This role is ideal for professionals with prior experience in online life insurance sales who are looking to grow within a digitally driven and performance-oriented environment. Key Responsibilities Conduct telephonic conversations with potential customers to understand their insurance needs and recommend appropriate solutions. Drive the end-to-end sales process, from lead engagement to policy issuance, through digital and tele-assisted modes. Ensure full compliance with internal guidelines and regulatory standards across all customer interactions and documentation. Maintain accurate and timely updates within the Lead Management System (LMS) for all assigned leads. Coordinate with cross-functional teams including underwriting, operations, and customer service to facilitate prompt policy issuance and resolution of queries. Stay up to date with new insurance products in the market and ability to perform benchmarking activities Candidate Requirements Experience: 1-3 years of experience in life insurance sales, preferably via online or D2C channels. Product Knowledge: Proficient in selling a broad range of life insurance products, including Term, ULIP, Savings, Retirement, and Money-back plans. Process Knowledge: Strong understanding of insurance sales workflows, policy documentation, and compliance requirements. Technical Proficiency: Comfortable working with Lead Management Systems and CRM tools.

Financial products knowledge is must (MF/FD/Gold/ULIPs etc.) Good communication skills (Hindi/English) Minimum 2-3 years of experience in Life Insurance(Policy Bazaar and other aggregators etc.)Role & responsibilities Develop and maintain strong, long-term client relationships Identify customer needs and recommend suitable products or services Meet and exceed sales targets through strategic account management Proactively follow up with prospects and convert leads into sales Handle negotiations and close sales deals effectively If intrested Then Kindly contact :- HR Vidya - 9607404867

Online digital sales : Ulip plans(mutual Fund) Some basic eligibility criteria are given below Graduate/Post-graduate Immigiate joiners only Financial products knowledge is must (MF/FD/Gold/ULIPs etc) Mini 2-3 yrs of exp in Life Insurance

Hi. Openings in Leading AMC Company, Job description (Direct Channel - B2C)- Hni / Retail Clients To promote all the product line of Mutual Fund FOR HNI CLIENT To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele RM Mutual Fund Sales Customer Engagement (HNI Clients) To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com

* Manage and grow relationships with HNI clients. * Conduct regular client meetings and reviews. * Recommend appropriate investment products based on client needs. * Handle a pre-existing portfolio Required Candidate profile Should be currently Marketing Mutual Fund and other investment products Very good network in HNI and SME business community Excellent communication skills Perks and benefits Excellent Salary & Incentives

Role & responsibilities Dealing with HNI and Retail Clients Cross Sell the products Life Insurance ,Health Insurance ,GI , Mutual Fund ,PMS,AIF Etc Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Preferred candidate profile