Banca Sales Job Vacancies in Chennai

Join our team as an Insurance Sales Officer in Chennai, India. As a key member of our team, you will be responsible for selling insurance products to clients. Your key responsibilities include proactively reaching out to potential customers, explaining the benefits of various insurance policies, and closing sales deals. Additionally, you will be required to maintain client records and follow up on leads to ensure a high level of customer service. The ideal candidate should have a graduate degree and at least 0-3 years of experience in sales, preferably in the insurance industry. Strong communication and negotiation skills are essential for this role, along with the ability to work well in a team environment. We are looking for a motivated and results-driven individual who is willing to go the extra mile to achieve sales targets and provide excellent service to our clients.

Recruit Agents / Advisors Develop agents through coaching, training, team management support etc Drive agents and advisors team size, activity ratio, case rate per active agent and case size to achieve the premium targets

Key Responsibilities:Build and maintain strong relationships with bank branch staff to generate insurance business.Drive sales of life insurance products through assigned bank branches.Ensure achievement of monthly/quarterly/annual sales targets.Train and motivate bank branch staff on insurance products, processes, and sales techniques.Identify potential customers from the bank database and assist in lead generation.Conduct regular branch visits, customer meetings, and sales calls.Handle queries, provide post-sales service, and ensure customer satisfaction.Ensure compliance with regulatory and company guidelines.Key Skills & CompetenciesGood communication and interpersonal skills.Strong sales orientation and customer handling ability.Ability to influence and build relationships with bank staff.Self-motivated and target-driven.Knowledge of life insurance products preferred.Qualifications & ExperienceGraduate / Post-Graduate (Any Stream).1 - 5 years of experience in sales (preferably BFSI sector).

To plan and achieve business targets in the area of productivity, new premium, persistency, agent activation etc. Take responsibility for scanning the market for emerging opportunities. To devise and implement sales strategy to promote the productivity of the field force. To promote customer-centric culture among both staff and field force.Job Profile Key Responsibilities: Responsible for quality team development and playing an important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activation: To manage productivity and activation of the Advisors within the team. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. Recruitment of Advisors to ensure growth and productivity. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Candidate should have a minimum of 1 year of experience in any Field / Banking / Insurance/- Direct channel (Life Insurance) experience preferable

Urgent Openings for Relationship Manager /ASM/FSM/RA Positions in Leading Life Insurance CompaniesMinimum 1 Year of Experience in Life Insurance is Mandatory.Should have worked in Banca /Direct Sales Role Summary:Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locationsLocation : Chennai/Kerala - Locations

We have vacant of 3 Cluster Manager Jobs in Chennai, Hyderabad, Experience Required : 3 Years Educational Qualification : Other Bachelor Degree Skill Bancassurance Manager, banca sales, Direct Sales Executive, Bancassurance Manager, banca sales, Direct Sales Executive etc.Insurance Experience Candidates Required.

Building a strong relationship with the sales team of the Bank channel partners Achieving your sales targets as per channel strategy Meeting prospective customers with channel sales team to sell insurance solutions Providing pre and post-sales support (e.g. claim settlement) Ensuring quality of business and persistency (renewals of premium) Enabling channel sales team to use latest digital platformsGraduation in any stream with over 2-4 years of experience in BFSI SalesTwo-wheeler is Mandatory

Li Training : provide Product Training to Newly Joined Advisors. Motivate & Support Advisors to Generate Sales. Provide Clarification to Queries and Handle Objections. Follow Up with Advisors. Make Advisors Active Every Month. Build Good Rapport with the Advisors.provide Product Training to Sales Managers and Sales Officers. Collect Prospect Data Sheets from Sales Managers to Track Sales Officers. Co-ordinate Team Meetings of Each Sales Manager and Set Goals. Support Sales Officers to Achieve Their Goals. Provide Clarification to Queries and Handle Objections. Follow Up with Insurance provide Awareness About the Importance of Insurance to the Customers Andgenerate Sales. After Sales Service.

Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredLife insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.

Number of Customer meeting per day Delivery of Minimum business guarantee Creating Leads through campaigns /Cold calling Documentation, logins & Issuance tracking. Lead / Feedback / Referral Updating on LMS Meeting Business targets: Achievement of Business plan Customer servicing/ RenewalsJob Specification Should have good local Network Should have sound knowledge of Financial Industry Good communication: English/ Hindi /Regional Language Local Candidates are preferred

Key Responsibilities:Channel Development:Develop and nurture strong relationships with bank branch managers, relationship managers, and other key stakeholders.Collaborate with the bank to identify cross-selling opportunities for insurance products.Create and execute strategies to grow the banca channel business and expand market penetration.Achieve sales targets and ensure continuous revenue growth through the banca channel.Conduct regular training and product knowledge sessions for bank staff to ensure effective product promotion.Monitor and analyze sales performance, adjusting strategies to meet business goals.Manage key accounts and provide personalized service to bank clients looking to purchase insurance products.Act as the primary point of contact for high-net-worth customers (if applicable).Ensure that all customer queries and issues are handled in a timely and efficient manner.

Key Responsibilities:Develop and maintain strong working relationships with bank branch staff.Drive insurance sales through the assigned bank branches.Identify cross-selling and upselling opportunities with bank customers.Conduct regular training sessions and joint sales calls with bank employees.Ensure compliance with internal and regulatory guidelines.Monitor and achieve sales targets as per the business plan.Resolve partner and customer queries in a timely manner.Report daily/weekly/monthly sales performance to the management.Work closely with internal teams for policy issuance, claims, and service support.

Key ResponsibilitiesAssist in processing and managing loan/credit documentation.Ensure accuracy and completeness of credit files and customer records.Coordinate with credit officers, underwriters, and sales teams for approvals.Monitor loan disbursements, repayments, and data entry in systems.Maintain records for audit and regulatory compliance.Track overdue accounts and assist in collections follow-ups.Generate reports related to credit operations and loan portfolio.