Bancassurance Executive Jobs

The Bancassurance Officer will be responsible for driving sales of insurance products through bank channels. The role involves collaborating with bank staff to identify and develop potential customer opportunities, ensuring high conversion rates, and meeting sales targets.Key Responsibilities:Promote and sell insurance products (life, health, etc.) through bank branches.Provide product knowledge and training to bank staff.Build and maintain relationships with customers, understanding their financial needs.Achieve monthly and annual sales targets.Cross-sell insurance products to bank clients.Monitor and support the insurance process from application to policy issuance.Ensure compliance with regulatory requirements and internal policies.Interested candidates can share resume on ishita.yadav@skywingsadvisors.com or 9997994284

bancassurance profile with minimum 1 year experience in BFSI/life insurance / banca/agency/direct salesage below 35

WE WILL COUNT YOU ON FORContacting prospective customers via callEngaging leads in meaningful conversation around financial products including insuranceEducating customers on our insurance policiesEffectively overcoming objections and addressing concerns to close a sale and meet your targetsBuilding business relationship with channel partner by meeting targetsProviding exceptional customer serviceIF THIS IS YOUR VIBEBuilding relationship & Influencing peopleExcellent verbal & written communicationPassion for SalesHigh on integrityAND IF YOU HAVE THESE BASIC QUALIFICATIONAge: 21-38 Education: Minimum Graduation in any streamSales Experience: 1-6 years, Pref with BFSI/BPO/Contact Centre selling financial products

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.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/- Life Insurance.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.

KEY RESPONSIBILITIES:Service through relationship management?Establishing and strengthening relationships with the allocated customerbase.?sales of Insurance/ Mutual Funds/ CASA/ Investments/ Loans/ Real Estate.?Ensure retention of in his/her allocated book of relations (existingcustomer database).?Act as a single point of contact for customers for any customerquery/complaint.?Identifying financial goals of customers and providing financial planningassistance.?Competition Analysis for giving professional advice to the customer?Fix self appointments every day from the given customer database as per thecampaign?Team Development (Subject to assessment)Sales? Focus on cross-sell & up-sell opportunity in allocated customers.? Ensure successful completion of licensing as per MLI standards ?Basic Computer Knowledge.Please share your resume or on Whatsapp#We don't charge any kind of fee for application from the candidate.

Only EX INSURANCE AGENT ARE INVITED TO JOIN LIC of IndiaThis is a part time with work from Home commission based job to enhance income with commission upto 35% and renewal commission. Secondly if you work for 5 years as advisor with condition you get a chance to become officer.Work PART-TIME & Work from Home and Earn as much you can NO LimitsPart Time, Any TimeEarn Secondary IncomeLIC AGENTBenefits: Work as per your timings.Qualification: 18 years old and have completed minimum 10th standard education & above. Examination approved by IRDA has to be passed.Location: Delhi NCREarnings: Part-Time Commission Based Sales Job, You can Become Permanent Employee After full filling Conditions*.Contact: Ashish YadavOfficer,LIC of India*T&C applied

- 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 Responsibilities-. Achieving sales targets Increase in number of CIFs / active branches Training CIFs, encouraging bank staff to become CIF Arranging training programs for CIFs on products and selling skills. Increasing productivity of CIFs

* travel within the assigned geography to meet channel partner teams and customers.* ability to meet the business targets (Top line, Persistency, Product mix) by collaborating with and driving channel partners.* accompany the channel partner teams on pre and post sales such as claim settlement.* We believe in technology driven sales and you will learn new technology/Mobility enhancements, to comply with the Sales Management Process.* Uphold organizational values in every action and ensure business ethics and integrity

Key Accountabilities 1. Sales: Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companys product range, gain customer agreement to purchase, accurately complete sales documentation.2. Incentive programs: Cascade the incentive programs & ensure complete success in implementation of the same3. Sales completion process: Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document4. Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.5. Relationship Building: Build long term relationship with the bank staff & clients by responding appropriately to all bank/client queries either directly received or forwarded by the service company. 6. Customer Relationship Management: Arrange meetings of banks branch managers & staff with existing clients at least once a year, acknowledging birthdays & anniversaries to review their financial circumstances & life insurance needs as well as to obtain referrals to further prospects.7. After Sales Service: Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are serviced8. Performance review: Proactively ensure performance review by submitting various sales reports as per agreed frequencies in order to ensure performance targets are achieved & exceeded, ensure meetings with manager to agree on targets & to review performance. 9. Supporting colleagues & bank sales team: Support other Relationship Managers and the bank sales team requested by the sales manager by coaching them in company knowledge, accompanying them on client visits.

Key Account abilities 1. Sales: Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companys product range, gain customer agreement to purchase, accurately complete sales documentation.2. Incentive programs: Cascade the incentive programs & ensure complete success in implementation of the same3. Sales completion process: Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document4. Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.5. Relationship Building: Build long term relationship with the bank staff & clients by responding appropriately to all bank/client queries either directly received or forwarded by the service company. 6. Customer Relationship Management: Arrange meetings of banks branch managers & staff with existing clients at least once a year, acknowledging birthdays & anniversaries to review their financial circumstances & life insurance needs as well as to obtain referrals to further prospects.7. After Sales Service: Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are serviced8. Performance review: Proactively ensure performance review by submitting various sales reports as per agreed frequencies in order to ensure performance targets are achieved & exceeded, ensure meetings with manager to agree on targets & to review performance. 9. Supporting colleagues & bank sales team: Support other Relationship Managers and the bank sales team requested by the sal es manager by coaching them in company knowledge, accompanying them on client visits.

Key Accountabilities 1. Sales: Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companys product range, gain customer agreement to purchase, accurately complete sales documentation.2. Incentive programs: Cascade the incentive programs & ensure complete success in implementation of the same3. Sales completion process: Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document4. Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.5. Relationship Building: Build long term relationship with the bank staff & clients by responding appropriately to all bank/client queries either directly received or forwarded by the service company. 6. Customer Relationship Management: Arrange meetings of banks branch managers & staff with existing clients at least once a year, acknowledging birthdays & anniversaries to review their financial circumstances & life insurance needs as well as to obtain referrals to further prospects.7. After Sales Service: Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are serviced8. Performance review: Proactively ensure performance review by submitting various sales reports as per agreed frequencies in order to ensure performance targets are achieved & exceeded, ensure meetings with manager to agree on targets & to review performance. 9. Supporting colleagues & bank sales team: Support other Relationship Managers and the bank sales team requested by the sales manager by coaching them in company knowledge, accompanying them on client visits.

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

Purpose of the Job: 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

Requirement for Insurance Sales ExecutiveTarget Achievement Drive sales and achieve targets through the bank branches Sales Support Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance. Ensure that all service Lead Generation Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals, etc.