Jobs
Interviews
Wego Consultants logo

Wego Consultants Visit company website | Visit company linkedin page

Wego Consultants provides strategic consulting services primarily in the areas of project management, business development, and operational optimization. They focus on driving sustainable growth for their clients by leveraging industry best practices.

17 Job openings at Wego Consultants
Cluster Manager-Bancassurance-Hyderabad-12.5L Hyderabad, Nizamabad 3 - 7 years 6.0 - 12.0 Lacs P.A. Work from Office Full Time

Leading private life insurance company in India has L1 team handling vancancies for Responsibilities: Handling a team of Relationship Manager-FLS and do business with them from assigned channel partner Drive business growth through cross selling & relationship management. Lead bancassurance sales team, maximize life insurance sales. Manage and direct channel sales, achieve targets For more information please call Pavithra@9562174455 or Gopakumar@9562184455

Motor Insurance Chennai, All india 0 years Not disclosed On-site Full Time

As an Area Manager Agency Channel (Motor Insurance) at a leading General Insurance company, your role will involve managing and growing a team of Motor Insurance Advisors to drive business in the assigned territory. Key Responsibilities: - Recruit and develop a team of Motor Insurance Advisors. - Provide timely product knowledge, regular training, and field support to the advisor team. - Motivate, mentor, and guide advisors to achieve their individual and team sales targets. - Conduct regular training programs and skill-development sessions for enhanced understanding of motor insurance products. - Ensure smooth onboarding and licensing of advisors as per regulatory guidelines. - Generate consistent business through the recruited advisors by driving performance and productivity. - Maintain a strong market presence and manage channel partner relationships effectively. Required Candidate Profile: - Minimum 25 years of experience in agency sales, preferably in general insurance (motor insurance experience is a plus). - Proven track record in recruitment and development of insurance advisors. - Candidates from insurance, BFSI, or motor sales background will be preferred. - Graduation is mandatory. - Strong leadership, communication, and team management skills required. - Must have a stable work history and target-oriented mindset. (Note: No additional details about the company were provided in the Job Description) As an Area Manager Agency Channel (Motor Insurance) at a leading General Insurance company, your role will involve managing and growing a team of Motor Insurance Advisors to drive business in the assigned territory. Key Responsibilities: - Recruit and develop a team of Motor Insurance Advisors. - Provide timely product knowledge, regular training, and field support to the advisor team. - Motivate, mentor, and guide advisors to achieve their individual and team sales targets. - Conduct regular training programs and skill-development sessions for enhanced understanding of motor insurance products. - Ensure smooth onboarding and licensing of advisors as per regulatory guidelines. - Generate consistent business through the recruited advisors by driving performance and productivity. - Maintain a strong market presence and manage channel partner relationships effectively. Required Candidate Profile: - Minimum 25 years of experience in agency sales, preferably in general insurance (motor insurance experience is a plus). - Proven track record in recruitment and development of insurance advisors. - Candidates from insurance, BFSI, or motor sales background will be preferred. - Graduation is mandatory. - Strong leadership, communication, and team management skills required. - Must have a stable work history and target-oriented mindset. (Note: No additional details about the company were provided in the Job Description)

RM - Bancassurance-Life Insurance - 3.7 lacs Hassan, Sakleshpur, Channarayapatna 1 - 3 years Not disclosed Work from Office Full Time

India's leading private sector life insurer has got vacancies in Arakalgudu, Hole Narasipura,Sakleshpura,Channarayapatna,Gonikoppe,Virajpete,Sirsi,Chikmagaluru,Mysore,Yadgiri,Muddebihal- Bijapura and Hubli. Leads will be assigned from the assigned bank Direct selling of various financial products to the existing customers. Customer business development . Relationship Management . Will be in payrolls of the company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in Life Insurance preferred Customers acquisition through resource utilization of banks database, foot falls, generated prospects. Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document. Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time. Support other Relationship Managers and the bank sales team where requested by the sales manager by coaching them in company knowledge, products, services & selling skills, accompanying them on client visits & modeling relevant behavior. Vacancy also Open at below mentioned location. Required Candidate profile Should have 1 year experience in insurance sales in any insurance channel. Looking candidates from insurance and banking. Insurance experience or BFSI is mandatory. Graduation is must. Good track record and employment stability is must. For more details please contact Gopakumar@9562184455 or Reshmi@8129804481

Branch Manager-Health Insurance channel - 10 lacs Puducherry, Kozhikode, Nellore 4 - 6 years 6.0 - 9.0 Lacs P.A. Work from Office Full Time

Area Sales Manager-Health channel. Leading General Insurance Company Location :Secunderabad,Pondicherry,Chennai,Nellore and Calicut Ctc:Up to 11L The Branch Manager leads agency recruitment, sales performance, and operations for health insurance distribution through tied agents and brokers. This role drives FYC/renewal targets, ensures 85%+ persistency, and builds a sustainable agency force in assigned territory. Key Responsibilities Agency Development : Recruit 50-100 agents yearly; train/certify on health products (family floater, critical illness). Achieve activation rate >25% and case rate 4+/agent/month. Sales & Targets : Meet branch targets (5-10 Cr annual premium); run campaigns for group health/micro-insurance. Conduct weekly agent meetings and incentives payout. Performance Management : Track agent productivity via CRM; conduct monthly reviews. Handle terminations, MDRT qualifiers, and MDR leadership development. Customer & Compliance : Resolve policy servicing escalations (claims, renewals) within 24-48 hours. Ensure 100% IRDAI compliance, mis-selling audits, and KYC adherence. Candidates from Life Insurance Agency Channel preferred. For more details please call to Gopakumar@9562184455 or Pavithra@9562174455 or Resmi@8129804481 Or whatsapp resume with details . Join our whatsapp group for getting daily Job updates https://chat.whatsapp.com/DHNLNi9fpVYEM4sE6XHBgJ Responsibilities: Manage agency channel: recruit advisors, handle partnerships. Oversee tied channels: promote life insurance products. Lead sales team: develop strategies, cross-sell policies.

Sales Manager -Unsecured Business Loans- 9.5 lacs Hosur, Mysuru, Davangere 4 - 9 years 4.5 - 8.5 Lacs P.A. Work from Office Full Time

Role Summary The Sales Manager leads a team of 8-15 sales executives sourcing and closing unsecured business loans (5-50 lakh tickets) for SMEs, retailers, and professionals. This role drives monthly disbursement targets, team productivity, and channel partnerships while ensuring RBI-compliant underwriting. Key Responsibilities Team Leadership & Targets : Recruit/train sales executives; achieve 10-20 Cr monthly disbursals. Set individual targets (20-30 leads/day/executive, 15% conversion). Conduct daily huddles and weekly reviews. Sales Pipeline Management : Source leads via DSA networks, field visits, bank referrals, and digital campaigns. Qualify SMEs (turnover 1-10 Cr, 1-3 yr vintage). Achieve 25% YoY portfolio growth. Deal Structuring : Assess creditworthiness using CIBIL, bank statements, ITRs. Structure loans (12-36 months, 16-24% IRR) with minimal collateral. Negotiate terms, overcome objections. DSA/Channel Partnerships : Onboard/manage 50+ DSAs; run incentive schemes (1-2% commission). Activate bank tie-ups for lead flow (e.g., current account holders). Compliance & Collections : Ensure 100% KYC/RBI adherence, PAR 3%. Early warning on NPAs; coordinate with collections for overdue accounts (30 DPD). Reporting : Maintain CRM dashboards (leads, conversion, ROI). Monthly P&L reviews with leadership. Required Qualifications & Experience Education : Graduate (B.Com/MBA Finance preferred); basic certification in lending/NBFC operations. Experience : 4-7 years in unsecured SME lending sales (Bajaj Finserv, Lendingkart, Capital Float). Track record of 50 Cr+ annual disbursals. Skills : Advanced Excel, CRM tools. Malayalam + English fluency. Strong negotiation, relationship management. For more information please call Gopakumar@9562184455

Sales Manager -Unsecured Business Loans- 9.5 lacs Bidar, Bagalkot, Bellary 4 - 9 years 4.5 - 8.5 Lacs P.A. Work from Office Full Time

Role Summary The Sales Manager leads a team of 8-15 sales executives sourcing and closing unsecured business loans (5-50 lakh tickets) for SMEs, retailers, and professionals. This role drives monthly disbursement targets, team productivity, and channel partnerships while ensuring RBI-compliant underwriting. Key Responsibilities Team Leadership & Targets : Recruit/train sales executives; achieve 10-20 Cr monthly disbursals. Set individual targets (20-30 leads/day/executive, 15% conversion). Conduct daily huddles and weekly reviews. Sales Pipeline Management : Source leads via DSA networks, field visits, bank referrals, and digital campaigns. Qualify SMEs (turnover 1-10 Cr, 1-3 yr vintage). Achieve 25% YoY portfolio growth. Deal Structuring : Assess creditworthiness using CIBIL, bank statements, ITRs. Structure loans (12-36 months, 16-24% IRR) with minimal collateral. Negotiate terms, overcome objections. DSA/Channel Partnerships : Onboard/manage 50+ DSAs; run incentive schemes (1-2% commission). Activate bank tie-ups for lead flow (e.g., current account holders). Compliance & Collections : Ensure 100% KYC/RBI adherence, PAR 3%. Early warning on NPAs; coordinate with collections for overdue accounts (30 DPD). Reporting : Maintain CRM dashboards (leads, conversion, ROI). Monthly P&L reviews with leadership. Required Qualifications & Experience Education : Graduate (B.Com/MBA Finance preferred); basic certification in lending/NBFC operations. Experience : 4-7 years in unsecured SME lending sales (Bajaj Finserv, Lendingkart, Capital Float). Track record of 50 Cr+ annual disbursals. Skills : Advanced Excel, CRM tools. Malayalam + English fluency. Strong negotiation, relationship management. For more information please call Gopakumar@9562184455

Sales Manager -Unsecured Business Loans- 9.5 lacs Kalburagi, Vijayapura, Bengaluru 4 - 9 years 4.5 - 8.5 Lacs P.A. Work from Office Full Time

Role Summary The Sales Manager leads a team of 8-15 sales executives sourcing and closing unsecured business loans (5-50 lakh tickets) for SMEs, retailers, and professionals. This role drives monthly disbursement targets, team productivity, and channel partnerships while ensuring RBI-compliant underwriting. Key Responsibilities Team Leadership & Targets : Recruit/train sales executives; achieve 10-20 Cr monthly disbursals. Set individual targets (20-30 leads/day/executive, 15% conversion). Conduct daily huddles and weekly reviews. Sales Pipeline Management : Source leads via DSA networks, field visits, bank referrals, and digital campaigns. Qualify SMEs (turnover 1-10 Cr, 1-3 yr vintage). Achieve 25% YoY portfolio growth. Deal Structuring : Assess creditworthiness using CIBIL, bank statements, ITRs. Structure loans (12-36 months, 16-24% IRR) with minimal collateral. Negotiate terms, overcome objections. DSA/Channel Partnerships : Onboard/manage 50+ DSAs; run incentive schemes (1-2% commission). Activate bank tie-ups for lead flow (e.g., current account holders). Compliance & Collections : Ensure 100% KYC/RBI adherence, PAR 3%. Early warning on NPAs; coordinate with collections for overdue accounts (30 DPD). Reporting : Maintain CRM dashboards (leads, conversion, ROI). Monthly P&L reviews with leadership. Required Qualifications & Experience Education : Graduate (B.Com/MBA Finance preferred); basic certification in lending/NBFC operations. Experience : 4-7 years in unsecured SME lending sales (Bajaj Finserv, Lendingkart, Capital Float). Track record of 50 Cr+ annual disbursals. Skills : Advanced Excel, CRM tools. Malayalam + English fluency. Strong negotiation, relationship management. For more information please call Gopakumar@9562184455

RM - Bancassurance-Life Insurance - 3.7 lacs Virajpet, Sirsi, Gonikoppa 1 - 3 years Not disclosed Work from Office Full Time

India's leading private sector life insurer has got vacancies in Arakalgudu, Hole Narasipura,Sakleshpura,Channarayapatna,Gonikoppe,Virajpete,Sirsi,Chikmagaluru,Mysore,Yadgiri,Muddebihal- Bijapura and Hubli. Leads will be assigned from the assigned bank Direct selling of various financial products to the existing customers. Customer business development . Relationship Management . Will be in payrolls of the company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in Life Insurance preferred Customers acquisition through resource utilization of banks database, foot falls, generated prospects. Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document. Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time. Support other Relationship Managers and the bank sales team where requested by the sales manager by coaching them in company knowledge, products, services & selling skills, accompanying them on client visits & modeling relevant behavior. Vacancy also Open at below mentioned location. Required Candidate profile Should have 1 year experience in insurance sales in any insurance channel. Looking candidates from insurance and banking. Insurance experience or BFSI is mandatory. Graduation is must. Good track record and employment stability is must. For more details please contact Gopakumar@9562184455 or Reshmi@8129804481

RM- Loan Against Property- upto 5.25 lacs Hassan, Udupi, Shimoga 1 - 5 years 2.5 - 5.0 Lacs P.A. Work from Office Full Time

Role & responsibilities Role Summary The Relationship Manager (RM) drives end-to-end sales of Loan Against Property (LAP) for individual borrowers (salaried, professionals, self-employed with residential/commercial collateral). This role sources high-quality leads, structures deals (20 lakh - 5 Cr tickets), and ensures smooth processing while achieving monthly disbursement targets and low delinquency. Key Responsibilities Lead Generation & Sourcing : Generate 50-100 qualified leads monthly via DSA networks, bank referrals, real estate agents, and field marketing. Target HNI individuals, doctors, CAs, and small business owners needing funds for business expansion, debt consolidation, or personal needs. Client Relationship Management : Conduct home/office visits; assess financials (ITR, bank statements, CIBIL 700+). Present LAP products . Overcome objections and close 20-25% of proposals. Credit & Documentation : Prepare detailed credit memos; coordinate property valuation (empanelled valuers), legal verification, and technical assessment. Ensure 100% KYC/RBI compliance and end-to-end case tracking via CRM. Cross-Sell & Portfolio Quality : Promote add-ons (insurance, current accounts). Monitor post-disbursal (infant delinquency 2%); resolve early payment issues. Achieve 90%+ renewal rate for existing clients. Reporting & Reviews : Update daily pipeline in CRM; submit weekly reports on ALR (Average Loan Rate), conversion ratio, and catchment analysis. Attend branch sales meetings. DSA/Channel Management : Activate and incentivize 10-20 DSAs; run builder tie-ups for primary market leads. Required Qualifications & Experience Education : Graduate (B.Com/MBA Finance preferred). Experience : 2-5 years in LAP/Home Loan sales (banks/NBFCs like HDFC, Bajaj Housing, PNB Housing). Proven track record of 20-50 Cr annual disbursals. Skills : Strong Excel/CRM proficiency; property/legal knowledge; .Driving license mandatory (50% field travel). For more information please call Gopakumar@9562184455

ASM Health Insurance- Bancassurance -12 lacs Tirupati Tirupati 5 - 10 years 6.0 - 11.0 Lacs P.A. Work from Office Full Time

Role Summary The Team Leader manages a team of 6-10 sales executives embedded in partner bank branches to drive health insurance sales (retail/group policies). This role achieves FYC/renewal targets, activates bank RMs, ensures IRDAI compliance, and maximizes cross-sell within banking customers. Key Responsibilities Team Management & Targets : Lead daily huddles; assign 25-40 leads/executive daily. Achieve 2-4 Cr annual health premium per branch cluster (80% retail family floaters, 20% group). Track activation rate >20%, case rate 3+/RM/month. Bank RM Activation : Train 50-100 bank RMs quarterly on health products (5-25L sum insured, OPD, maternity covers). Run campaigns targeting bank customers (home loan = family floater cross-sell). Lead Pipeline & Conversion : Generate leads from bank's HNI/salary accounts; achieve 25% lead-to-policy conversion. Handle objections on waiting periods/pre-existing diseases. Performance Tracking : Monitor CRM dashboards (branch-wise sales, RM productivity, persistency 85% 13th month). Conduct weekly contests; escalate top performers for incentives. Compliance & Servicing : Ensure 100% IRDAI bancassurance adherence, e-KYC, policy wording demos. Resolve claims escalations within 48 hours via insurer coordination. Relationship Management : Single point of contact for branch manager; attend bank sales meetings. Report monthly KPIs to regional head. For more information please call Gopakumar@9562184455

ASM-FLS Bancassurance/Life Insurance Mumbai, New delhi, Delhi / ncr 1 - 3 years Not disclosed Work from Office Full Time

India's leading private sector life insurer has got vacancies in Arakalgudu, Hole Narasipura,Sakleshpura,Channarayapatna,Gonikoppe,Virajpete,Sirsi,Chikmagaluru,Mysore,Yadgiri,Muddebihal- Bijapura and Hubli. Leads will be assigned from the assigned bank Direct selling of various financial products to the existing customers. Customer business development . Relationship Management . Will be in payrolls of the company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in Life Insurance preferred Customers acquisition through resource utilization of banks database, foot falls, generated prospects. Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document. Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time. Support other Relationship Managers and the bank sales team where requested by the sales manager by coaching them in company knowledge, products, services & selling skills, accompanying them on client visits & modeling relevant behavior. Vacancy also Open at below mentioned location. Required Candidate profile Should have 1 year experience in insurance sales in any insurance channel. Looking candidates from insurance and banking. Insurance experience or BFSI is mandatory. Graduation is must. Good track record and employment stability is must. For more details please contact Gopakumar@9562184455 or Reshmi@8129804481

Agency Manager /Agency Channel / Life insurance Chennai, All india 3 - 7 years Not disclosed On-site Full Time

As a key leadership position blending recruitment with sales management and training, you will be directly responsible for building a sales force and ensuring it meets its business objectives. Your main responsibilities include: - Recruitment & Team Building: Your primary focus will be to recruit and develop a team of Financial Advisors. This involves identifying new talent, onboarding them, and nurturing their growth within the company. - Training & Development: You will serve as the team's primary trainer, equipping them with product knowledge and sales skills to enhance their performance continually. - Business Generation: Your ultimate objective is to drive business through the team. You will guide them in selling products and meeting sales targets, emphasizing performance management. - Agency Channel Expertise: A crucial aspect of this role involves expertise in the Agency Channel business model, which employs a network of individual agents to sell insurance. Experience and knowledge in this area are vital for success. No additional details about the company are provided in the job description. As a key leadership position blending recruitment with sales management and training, you will be directly responsible for building a sales force and ensuring it meets its business objectives. Your main responsibilities include: - Recruitment & Team Building: Your primary focus will be to recruit and develop a team of Financial Advisors. This involves identifying new talent, onboarding them, and nurturing their growth within the company. - Training & Development: You will serve as the team's primary trainer, equipping them with product knowledge and sales skills to enhance their performance continually. - Business Generation: Your ultimate objective is to drive business through the team. You will guide them in selling products and meeting sales targets, emphasizing performance management. - Agency Channel Expertise: A crucial aspect of this role involves expertise in the Agency Channel business model, which employs a network of individual agents to sell insurance. Experience and knowledge in this area are vital for success. No additional details about the company are provided in the job description.

Relationship Manager-FLS/Bancassurance- Tamil Nadu Region Thanjavur, Chennai, Tiruchirapalli 1 - 3 years Not disclosed Work from Office Full Time

Responsibilities: Manage bancassurance partnerships for life insurance products. Develop business strategies through cross-selling and direct sales. Achieve sales targets through banking channels. *Urgent Hiring for Tamil Nadu Location: Chennai - Tambaram Poonamallee Chennai - Kanchipuram Tiruvallur Chengalpattu Tiruvarur Kumbakonam Mayiladuthurai Chidambaram Trichy Tanjore Perambalur Pudukkottai Kulithalai vellore Tiruvannamalai Tirupattur Pondicherry Villupuram Virudhachalam Coimbatore Mettupalayam Pollachi singanallur Erode Gobichettipalayam Hosur Dharmapuri Krishnagiri Marthandam Monday Market Kulashekaram Madurai Dindigul sivakasi - Virudhunagar Theni Karaikudi Salem Karur Namakkal Kallakurichi Attur Tenkasi Tirunelveli Tuticorin Sanakaran koil Tirupur Graduation: Mandatory Ctc : upto 4.5 Lpa max and other allowances. should have min 6 months experience in sales share your cv: 8129804481,9562184455

Branch Head- Agency channel /Tanjavur /Madurai/ Salem /Erode - 19L Madurai, Salem, Erode 3 - 8 years 9.0 - 19.0 Lacs P.A. Work from Office Full Time

Job Summary The Branch Manager is responsible for leading the agency sales team, driving business growth through recruitment and development of Insurance Advisors (Agents), achieving branch targets, and ensuring overall branch performance and profitability. Key Responsibilities Sales & Business Development Achieve branch sales targets for Life Insurance products. Drive premium collection and revenue growth. Monitor daily / weekly / monthly sales performance. Implement sales strategies to increase market penetration. Agency Recruitment & Activation Recruit, train, and develop Insurance Advisors (Agents). Ensure activation and productivity of agents. Conduct recruitment drives and field activities. Team Management Lead and motivate Sales Managers / Agency Managers. Set clear targets and monitor team productivity. Provide coaching, field support, and performance feedback. Training & Development Organize regular training sessions for agents and team members. Improve advisor productivity and sales skills. Ensure compliance with company training standards. Customer Relationship Management Maintain strong relationships with key clients and advisors. Handle customer escalations effectively Ensure high levels of customer satisfaction. Compliance & Operations Ensure adherence to IRDAI and company policies. Manage branch operations and documentation. Maintain quality business and persistency ratios. Eligibility Criteria Graduation mandatory (MBA preferred). Minimum 4–8 years experience in Life Insurance sales. At least 2+ years team handling experience in Agency Channel. Strong leadership and recruitment skills. Required Skills Agency recruitment & development Sales planning & target achievement Team leadership & motivation Strong communication & negotiation skills Market knowledge & relationship building

Stock Broker/PF Management Pune, All india 4 - 9 years Not disclosed On-site Full Time

You will be responsible for achieving revenue growth and profitability to upscale the branch by driving sales targets, focusing on revenue & profitability, maximizing branch profits, acquiring new clients, and maximizing branch revenue through offline and online platforms. Additionally, you will need to plan and execute local level initiatives, engage in new business planning activities, monitor individual and team performance, and take steps to improve productivity. You will also manage online transition & dealer productivity to ensure client profitability by transitioning clients to mobile/web/exe platform, increasing dealer productivity, acquiring & servicing large traders, and building temporary funding through HNI/large traders. Your role will involve ensuring cross-sell of products by attaining multi-product targets, attending trainings to learn about alternate products, increasing business through cross-selling initiatives, and using alternate products to activate inactive customers. You will be responsible for managing day-to-day branch administration and operations for smooth functioning, handling a team of dealers/relationship managers and customer service executives, ensuring security of branch assets, and overseeing adherence to risk compliance and statutory compliance policies. Customer management & engagement will be another key aspect of your role, including executing local area programs and referrals programs, disseminating research-based advisory services to clients, focusing on retention of customers, higher revenue generation, and referral activities, scanning the local market penetration & competitive offerings, ensuring proper implementation of lead management system (LMS) & IMS, maintaining up-to-date client records, and ensuring speedy resolution of client queries and grievances. Furthermore, you will need to ensure effective risk management & policy adherence by ensuring compliance to KYC norms, processes & documentation, and adherence to all regulatory compliances & critical policies set by the HO. Team Building, Engagement & Development will also be an essential part of your responsibilities. The key skills required for this role include Risk Management, Team Building, and Product Management. Experience required for this role is 4.00-9.00 Years. You will be responsible for achieving revenue growth and profitability to upscale the branch by driving sales targets, focusing on revenue & profitability, maximizing branch profits, acquiring new clients, and maximizing branch revenue through offline and online platforms. Additionally, you will need to plan and execute local level initiatives, engage in new business planning activities, monitor individual and team performance, and take steps to improve productivity. You will also manage online transition & dealer productivity to ensure client profitability by transitioning clients to mobile/web/exe platform, increasing dealer productivity, acquiring & servicing large traders, and building temporary funding through HNI/large traders. Your role will involve ensuring cross-sell of products by attaining multi-product targets, attending trainings to learn about alternate products, increasing business through cross-selling initiatives, and using alternate products to activate inactive customers. You will be responsible for managing day-to-day branch administration and operations for smooth functioning, handling a team of dealers/relationship managers and customer service executives, ensuring security of branch assets, and overseeing adherence to risk compliance and statutory compliance policies. Customer management & engagement will be another key aspect of your role, including executing local area programs and referrals programs, disseminating research-based advisory services to clients, focusing on retention of customers, higher revenue generation, and referral activities, scanning the local market penetration & competitive offerings, ensuring proper implementation of lead management system (LMS) & IMS, maintaining up-to-date client records, and ensuring speedy resolution of client queries and grievances. Furthermore, you will need to ensure effective risk management & policy adherence by ensuring compliance to KYC norms, processes & documentation, and adherence to all regulatory compliances & critical policies set by the HO. Team Building, Engagement & Development will also be an essential part of your responsibilities. The key skills required for this role include Risk Management, Team Building, and Product Management. Experience required for this role is 4.00-9.00 Years.

RM Credit Life- Life Insurance -3.5 lacs Kottayam, Thrissur, Thiruvananthapuram 1 - 4 years 2.0 - 3.25 Lacs P.A. Work from Office Full Time

Role & responsibilities To drive credit life insurance business through assigned lending partners (banks/NBFCs/HFCs) by managing branch relationships, training partner staff, and generating business from loan customers while ensuring high quality and compliance. Preferred candidate profile Business Development & Sales Achieve monthly and annual credit life sales targets from assigned partner branches / regions. Drive penetration of credit life across various loan products (home, LAP, vehicle, personal, business loans) of the partner. Generate leads from loan files, conduct joint calls with branch/credit/sales teams and close sales with loan customers. Partner Relationship Management Act as the single point of contact for partners cluster/branches for all credit life matters. Build and nurture strong relationships with branch managers, credit managers, sales managers, DSAs and other key stakeholders of the partner. Conduct regular branch visits, review meetings and joint business planning with partner teams to increase product uptake. Training & Enablement Train partner branch staff, credit teams and DSAs on credit life concepts, product features, needbased selling, objection handling and process. Ensure new joiners in the partner branch network are inducted on credit life products and sales process. Drive activity such as customer meets, product campaigns and inbranch promotions (standees, posters, digital displays). Process Management & Issuance Quality Ensure complete and accurate documentation , timely login and issuance of loggedin business in coordination with operations and underwriting. Work with partner ops/credit teams to minimize discrepancies, pendencies and policy cancellations. Track proposals through the lifecycle and ensure communication to partner branches and customers on status, requirements and issuance. For more information Please call Theresa@9562194455

Bancassurance Relationship Manager Chennai, All india 1 - 5 years Not disclosed On-site Full Time

As a Relationship Manager in the insurance company, your role involves generating leads from the assigned bank and cross-selling various financial products to bank customers. Your responsibilities will include driving customer business development, managing customer relationships, and ensuring sales completion accurately and timely. Key Responsibilities: - Generate leads from the assigned bank through different channels available across Life Insurance and Health Insurance companies. - Cross-sell various financial products to bank customers. - Drive customer business development and manage customer relationships. - Schedule appointments, assess customers' financial needs, recommend suitable products, gain agreement to purchase, and complete sales documentation accurately. - Acquire customers using the bank's database, walk-ins, and generated prospects. - Ensure sales completion by coordinating medical reports and ensuring timely policy issuance. - Explore opportunities to develop new markets/segments in line with company's sales strategy. - Support other Relationship Managers and bank sales teams through coaching on products, services, and selling skills. Qualification Required: - Minimum 1 year of sales experience in any insurance channel. - Candidates from insurance, banking, pharma, retail, telecom, or other sales verticals are eligible. - Insurance or BFSI experience is mandatory. - Graduation is required. - Strong track record and employment stability are essential. As a Relationship Manager in the insurance company, your role involves generating leads from the assigned bank and cross-selling various financial products to bank customers. Your responsibilities will include driving customer business development, managing customer relationships, and ensuring sales completion accurately and timely. Key Responsibilities: - Generate leads from the assigned bank through different channels available across Life Insurance and Health Insurance companies. - Cross-sell various financial products to bank customers. - Drive customer business development and manage customer relationships. - Schedule appointments, assess customers' financial needs, recommend suitable products, gain agreement to purchase, and complete sales documentation accurately. - Acquire customers using the bank's database, walk-ins, and generated prospects. - Ensure sales completion by coordinating medical reports and ensuring timely policy issuance. - Explore opportunities to develop new markets/segments in line with company's sales strategy. - Support other Relationship Managers and bank sales teams through coaching on products, services, and selling skills. Qualification Required: - Minimum 1 year of sales experience in any insurance channel. - Candidates from insurance, banking, pharma, retail, telecom, or other sales verticals are eligible. - Insurance or BFSI experience is mandatory. - Graduation is required. - Strong track record and employment stability are essential.

FIND ON MAP

Wego Consultants