21 Ulip Jobs

Role & responsibilities - Part Time Employee Recruitment & Business Development - Life Insurance sales - ULIP Sales - Financial Advisor & Distributor base build up - Monthly target Preferred candidate profile - Life Insurance Sales - Agency Vertical - Age Max 35 years - Graduation Mandatory - Only relevant experience will be entertained

Designation: Assistant Manager - Lead will be provided by Company - Individual sales role - Schedule meeting with Clients at their Locations - Visit and explain our Financial product - Close lead into the Sales - Build relationship with Clients Required Candidate profile Required Candidate profile • Education: Any Graduate With Good Communication • Experience: Must 1 YR of Sale/Banking/Finance/Insurance • Age: 23 to 38 YEARS • Local from City (Fresher's can't apply)

Designation : Agency Business Partner - Create a team of Advisors - Delegate tasks - Oversee day-to-day Sales - Monitor team performance - Motivate team members - Discover training needs and provide coaching - Suggest and organize team building Required Candidate profile * Graduation Must * Must have 2 year+ of experience in BFSI/ Banking / Finance / Insurance / Any Sales * Good Communication skills * Local from area * Age : 25 - 45 years

Roles and Responsibilities Manage a team of sales professionals to achieve revenue targets through effective channel management, client meetings, and target planning. Develop and execute strategies for field sales activities, including primary sales, retail sales, B2C sales, direct sales, insurance sales, mutual funds sales, SIPs, ULIPs, GIs & MFs. Identify new business opportunities by analyzing market trends and competitor activity to drive growth in investment products. Collaborate with cross-functional teams to develop innovative solutions that meet customer needs and improve overall performance. Ensure compliance with regulatory requirements while maintaining high levels of professional...

Role & responsibilities We are hiring experienced professionals for the Max Life Insurance process at ICCS Ltd., with a strong background in COE operations. The ideal candidate must have at least one year of relevant experience in life insurance processes, preferably handling COE-related activities like policy servicing, compliance, customer interaction, or quality audits. Key Responsibilities: • Handle end-to-end process of Max Life Insurance operations. • Work on COE activities including quality checks, compliance adherence, and process standardization. • Interact with internal stakeholders and customers to resolve queries and ensure seamless service delivery. • Maintain data accuracy and ...

Roles and Responsibilities Manage a team of sales professionals to achieve revenue targets through effective channel management, client meetings, and target planning. Develop and execute strategies for field sales activities, including primary sales, retail sales, B2C sales, direct sales, insurance sales, mutual funds sales, SIPs, ULIPs, GIs & MFs. Identify new business opportunities by analyzing market trends and competitor activity to drive growth in investment products. Collaborate with cross-functional teams to develop innovative solutions that meet customer needs and improve overall performance. Ensure compliance with regulatory requirements while maintaining high levels of professional...

Promote and sell Term Insurance and ULIP products to potential customers. Identify customer needs and suggest suitable insurance plans. Maintain strong client relationships and provide post-sale service. Generate leads through existing database, references, and cold calling. Meet monthly and quarterly sales targets. Stay updated with product changes and industry developments. Ensure compliance with regulatory and internal guidelines. Preferred candidate profile Minimum 1 year of experience in insurance sales (Term or ULIP preferred). Good knowledge of insurance products, especially Term Plans and ULIPs. Strong communication and interpersonal skills. Ability to work independently and in a tea...

Company - Bluebells Job Description Sales Manager (Life Insurance) Job Title: Sales Manager Life Insurance Reports To: Director Work Location: Ahmedabad, Vadodara, Pune, Mumbai ________________________________________ Job Overview The Sales Manager – Life Insurance will be responsible for driving sales and expanding market share for life insurance products by recruiting and managing a network of POS advisors, as well as generating direct sales. The role requires a combination of strong sales expertise, product knowledge, and relationship management skills to ensure customer satisfaction and business retention. ________________________________________ Key Responsibilities 1. Business Developm...

Post : Bancassurance Manager * Expertise in Life Insurance & Virtual Sales * Sales Lead Tracking & Management * Build relationships with new and existing leads * Virtual Sales * Focus on achieving targets and cross-selling products Required Candidate profile * Graduation Must * Must have 3 year of experience in BFSI/ Banking / Finance / Insurance * Good Communication skills * Local to area * Age : 23 - 39 years * Life insurance experience required Perks and benefits * Fixed Salary + Incentives * Bonus * PF / ESIC

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 regularl...

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 i...

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 custo...

- 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 pr...

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 custo...

* 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...