Key Responsibilities:Business Development:Drive life insurance sales through assigned bank branches.Identify and convert potential customers into policyholders.Achieve monthly and quarterly sales targets.Relationship Management:Build strong rapport with branch staff to generate business leads.Train, motivate, and support bank employees to cross-sell insurance.Maintain healthy relations with partner banks to ensure smooth operations.Sales Execution:Conduct need-based financial planning for customers.Pitch suitable life insurance products aligned with customer requirements.Manage customer queries, documentation, and policy issuance.Compliance & Process Adherence:Ensure adherence to IRDAI and company compliance guidelines.Maintain accurate records of leads, sales, and customer interactions.Safeguard customer interest through transparent communication.Key Skills & Competencies:Strong sales and negotiation skills.Excellent communication and interpersonal skills.Ability to build and maintain relationships.Goal-oriented, self-motivated, and target-driven.Knowledge of banking operations and financial products preferred.Qualifications & Experience:Graduate / Postgraduate in any discipline.14 years of sales experience (preferably in BFSI/insurance/banking).
Should be handle all activities of Accounts Department i.e. Filing of GST Returns, Tax Audit, Finalization of Balance Sheet, Issue and Receipt of Payments, Bank Reconciliation
Accounts Manager Account HeadAccounts OfficerAccounting SpecialistFinance ManagerFinance OfficerWork From Home
Min 4 yrs related experience must, SAP, Computer Savvy, Bank Reconsilation, Customer Reconsilation , Tally, Supplier Reconsillation, GST, Statutary Compliences, Balance Sheet, Good Communication skill, Age below 45 years, Good English verbal & written.Experience - 4 to 06 Years,Qualification ; -MCOM / ICWA