Banca Sales Job Vacancies in Mumbai

Meet Jewellery shop owners and sell them Insurance Policies through field visits. Sell them Jewellery Insurance and cross sale Mediclaim and Motor Insurance Call prospective clients from the database. Obtain policy copies from the client. Work on RenewalsReal time entry in the Mobile app software and real time updates in the Daily Feed back group. Working hours 10.30 to 7.30 Monday to Saturday. - Fixed monthly salary + sales based Incentives

JOB DESCRIPTIONRole - CSMChannel - BancassuranceLocation - Mumbai What are we looking for?We're looking for a Corporate Sales Manager to drive sales targets by maintaining positive relationships with channel partners and HDFC Life teams in an allocated territory.What does the job entail?Engage and nurture relationships with channel partners to achieve business targets.Design and execute a sales plan to help the team gain the maximum mindshare of distributors, thereby meeting targets and increasing market share within the channel.Review the team's progress against the plan and provide guidance to help them succeed and grow in their careers.Ensure desired sales behavior in the team by using the digital sales management process.Maintain quality and persistency of the business.Work Experience6+ years of total sales experience, with at least 2 years of team management experience.Experience in the BFSI (Banking, Financial Services, and Insurance) industry is preferred.Essential QualificationA bachelor's degree in any field.Preferred Skills :Strong skills in sales planning, team management, and a high achievement drive.

Key Responsibilities: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.

Dear candidates ,We are hiring for Banca Channel.Role & responsibilitiesResponsible for managing overall business for assigned (4-5 branches) Responsible to establish productive, professional relationship with personnel of assigned business vertical.Responsible for all customer servicing and customer retention activities for the assigned business verticals.Responsible to drive business through credit life /group initiatives to achieve monthly, quarterly & yearly business targetsResponsible for business tracking, analyzing and reporting business results at desired and periodic intervals to reporting authority.Responsible for compliant business practices and ensuring that employees of business vertical comply with ethical business practices for Insurance salesResponsible to maintain high channel satisfaction ratings that meet company standardsIndustry Type: InsuranceDepartment: Sales & Business DevelopmentEmployment Type: Full Time, PermanentRole Category: BD / Pre SalesEducationUG: Any GraduateExperience required: minimum 1 year in life insuranceCTC: upro 6lpa + IncentiveKindly mail on Skywingsadvisors9@gmail.com & contact on 7302599921RegardsJyoti Verma

The Candidate will be assigned or tagged under 2 to 3 Branches of Bank. The candidate should work along with the Branch Manager and Team members of Bank and promote the Customers of Bank.The candidate prime responsibility should build good relationship with the Branch Managers and Team members ofthe Assigned Branches and generate maximum lead from the branches assigned and take it to closure and generatemaximum revenue for Tata life insurance.

1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner.2. Set and monitor clear objectives to achieve the agreed sales targets for the partners.3. Help partners to generate and track leads, close sales.4. Help partners to upsell and cross sell to customers basis need analysis5. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times6. Take regular feedback from partners and customers on satisfaction on selling process and products7. Review Sales plan of the partner and support their growth.

Life 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.

We are inviting you to apply for an exciting career in sales with one of the Market Leaders in the Insurance Industry.Job Summary:Direct customer service and sales to existing customers through relationship building. The existing Customer database will be provided by the company (called the Book of Relations- BoR)Key Responsibilities:Establishing and strengthening relationships with the allocated customer base.Ensure retention of customers in his/her allocated Book of Relations (existing customer database)Act as a single point of contact for customers for any customer query/complaintFix self appointments from the given customer database as per the campaignFocus on cross-sell & up-sell opportunities in allocated customers.For more information contact us directly

Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branchesWorking jointly with the Branch Manager on Business Implementation planDriving and motivating the branch staff along with Bank RM and providing support for logging in applications sourcedTapping the right database of the branch and ensure authentic documentationBuild relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectivelyProspect and meet customers within and outside the Branch as when requiredTo develop, agree and implement short term and long term plans to achieve sales targetsTo achieve branch RM activation targetsWork collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos.Seek commitment from the partner towards achievement of business objective.

- To Manage the Banca sales through assigned Bank Branch- To Close The leads Provided By the Company- To Handle the walk-in customer- To Do Cross Selling of the Products- To do Cold calling on the lead based data

Job Role - BANCAASSURANCE [Tele]Job Location - Vikhroli and AndheriAge Criteria - Minimum 22 YearsEmployment Status - Full time Experience - Minimum 6 Months Education - Any Graduation MandatoryExcelent Communication Skills Closing the leads through the calls Generating customer Base Guiding and selling the Insurance CTC - 2.20 - 5.50 LPABonus - 60k Yearly + Incentives

Greetings,We are hiring for leading insurance company.Channel : Bancassurance - BancaDesignation : CAM / Sr. CAMSalary Package : 2.60 L/A to 3.50 L/A + incentiveAge : 21 years to 38 yearsGraduate : Bachelor Degree required in any streamExperience :-> need minimum 3 years sales experience ( 2 years Life insurance + 1 years any sales expr) with Proper Documentation-> Good Communication Skill-> Good Market KnowledgeInterview Types : TelephonicNote : If you are a interested then share your resume on

TATA AIA for Bancassurance @ Central, Western & Harbour line & South Mumbai for Life Insurance Co. CTC upto 3.5LPA. Candidates with LI experience in past can apply.

As a Front Line Sales employee in Bancassurance channel, you will network with assigned channel partner teams to build win-win business relationship and ensure high performance by selling life insurance products. Integrity and passion to perform are the two most important traits that will define your success in this role. Find below Job Responsibility for more information: Building a strong relationship with the Banking Partner 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 platformsCandidates Requirement: Age: 21 38 years Education: Graduation in any stream Experience: Mini. 1 to 2 years experience required in sales and marketing of life insurance.Please Share a requirement with your colleagues and friends who are looking for a job change.

We have an urgent requirement for an Associate Relationship Manager to supervise and coordinate all aspects of an agency. They work with agents and clients to ensure that targets are met, relevant policies and guidelines are upheld, and customer comfort is achieved. Interested candidates can find the requirements below. Building a strong relationship with the sales team of the Bank channel partners Achieving your sales targets as per channel tactics Meeting promised customers with channel sales team to sell insurance solutions It is a field job. You will have to travel within the assigned geography to meet channel partner teams and customers. You will be evaluated on your ability to meet the business targets (Topline, Persistency, Product mix) by helping and driving channel partners. You will also characterize the channel partner teams on pre and post-sales such as claim settlement.Who can apply : Between the age of 24 to 38 Any Graduate Min 3 years of experience in sales and marketing in which 2 years of experience in Life Insurance is mandatoryBenefits : Fixed salary Attractive Incentives Performance bonus Other Advantages

Life 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.

Key Responsibilities:Build strong relationships with branch managers and banking staff of partner banks.Drive life insurance sales through the banca channel by motivating and training bank staff.Conduct regular meetings, presentations, and joint calls with bank employees.Achieve monthly and annual sales targets for life insurance products.Provide after-sales service and ensure high customer satisfaction.Ensure compliance with regulatory and organizational guidelines.Generate leads through bank walk-ins and convert them into successful closures.Coordinate with internal underwriting, operations, and support teams for policy issuance and customer service.

Key Responsibilities:Assist in day-to-day administrative and operational activitiesMaintain office records, documentation, and filing systemsCoordinate meetings, appointments, and eventsHandle communication with clients, vendors, and internal teamsSupport HR and finance departments with routine tasksPrepare reports, presentations, and correspondenceManage inventory and office suppliesEnsure compliance with company policies and proceduresAssist in process improvements and workflow optimizationHandle travel and logistics arrangement

We are hiring for the leading life insurance company for Banca channel*Role & responsibilities:- Sells Insurance products in a bank sitting, advice customers on insurance options, and manages client portfolios.- Get business Through branch walking customers .- Collaborating with bank staff to identify potential insurance clients.- Presenting and selling Life insurance products to customers.- Providing excellent customer service and support throughout the sales process.*Age:- 21 to 38*Experience required:- 1 to year in life insurance sector*Qualification:- Any graduation