Fresher Bancassurance Jobs

A Branch Relationship Manager (BRM) is a key role within banks, financial institutions, and service-based companies, responsible for maintaining and growing customer relationships at the branch level. They focus on ensuring excellent service, sales performance, and customer satisfaction, often acting as the face of the branch for many clients.Key Responsibilities:Customer Relationship Management:Build and maintain strong, long-term relationships with new and existing clients.Understand clients financial needs and offer appropriate products and services (e.g., loans, savings accounts, credit cards).Provide personalized services to enhance customer satisfaction and retention.Sales and Business Development:Identify and pursue new business opportunities to meet sales targets.Cross-sell and up-sell banking products (such as mortgages, insurance, or investment products).Achieve branch sales goals and KPIs by engaging with both individual and business clients.Client Onboarding and Account Management:Assist clients in opening new accounts, ensuring compliance with all legal and regulatory requirements.Guide clients through the process of applying for loans, mortgages, and other banking products.Monitor clients' account activities and provide ongoing advice as needed.Service Excellence:Address and resolve customer complaints and issues promptly and efficiently.Ensure clients receive the highest level of service during their interactions with the branch.Act as a liaison between customers and other bank departments to fulfill clients needs.Team Collaboration & Training:Work closely with branch staff, including tellers, customer service representatives, and other managers, to ensure smooth branch operations.Provide guidance and training to junior staff on customer service best practices.Help ensure team members meet their targets by providing insights and support.Operational and Compliance Tasks:Ensure that all transactions and activities comply with internal policies, regulatory requirements, and industry standards.Oversee the accurate documentation and processing of transactions.Maintain up-to-date knowledge of banking products and market trends.Reporting & Performance Monitoring:Track and report on branch performance, including sales figures, customer satisfaction, and other KPIs.Provide feedback to branch management regarding branch performance, opportunities, and challenges.Required Skills:Strong Communication Skills:Ability to communicate clearly and persuasively with clients and internal teams.Sales and Negotiation Skills:Proven ability to sell banking products and services, with a focus on customer needs.Comfort with negotiating terms and conditions with clients.Customer-Centric Mindset:Strong commitment to providing excellent customer service.Ability to build trust with clients and offer solutions tailored to their financial needs.Analytical Skills:Ability to assess clients' financial positions and recommend the right products or services.Strong attention to detail when handling accounts and financial data.Leadership and Teamwork:Ability to lead by example and support branch staff to meet shared goals.Collaboration with other departments (e.g., operations, marketing) to ensure comprehensive customer service.Problem-Solving:Quick thinking and problem-solving ability to resolve customer issues effectively.Technical Proficiency:Familiarity with banking software and CRM tools.Competence in using office tools such as MS Office and any relevant banking platforms.Qualifications & Experience:Educational Background: Typically requires a bachelors degree in business, finance, economics, or a related field.Experience: At least 2-3 years of experience in banking, finance, or customer relationship management. Previous experience as a relationship officer, sales officer, or personal banker is highly valued.Certifications: Some roles may require certifications in finance or banking.Work Environment:Branch Relationship Managers work at bank branches, and may be required to work flexible hours, including weekends, depending on branch hours.They often work in a team environment, reporting to the Branch Manager or Regional Manager.In summary, the role of a Branch Relationship Manager is crucial for driving business growth, ensuring customer satisfaction, and maintaining strong relationships with clients. The job requires a combination of sales, customer service, and leadership skills, along with the ability to meet sales targets and comply with regulatory guidelines.

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.

Job Description: Feet on Street (FoS) agentsA feet on street agent is a representative who primarily works in the field, meeting with potentialclients in person to sell products or services. Some of the duties and responsibilities of a feet-on-street agent may include: Assessing clients needs and recommending appropriate products or services. Responsible to collect the lead in Allocated location on field Demonstrating products or services to potential clients. Answering questions and addressing concerns about products or services. Maintaining accurate records of Lead and customer interactions. Providing excellent customer service and building long-term relationships with clients. Keeping up-to-date with changes in products or services and industry regulations.Salary range: 19000Takehome +2000 Petrol Allowance / month + incentives for achieving targets(upto 10K)Education Qualifications: Any qualificationMust-Have: Native language and Basic English Communication

Key Responsibilities:Drive insurance sales through assigned bank branches by building strong relationships with bank staff.Achieve monthly and quarterly sales targets for life/health/general insurance products.Train and motivate bank branch staff to generate leads and refer clients for insurance solutions.Conduct joint customer meetings with bank relationship managers to pitch relevant insurance offerings.Ensure timely follow-up with leads, proposal conversion, and policy issuance.Coordinate with underwriting, operations, and claims teams to provide seamless service to bank customers.Track daily performance, maintain MIS reports, and provide regular updates to senior management.Conduct product awareness campaigns and sales promotions at the branch level.Ensure compliance with IRDAI regulations and internal company policies during sales and documentation

Pnb Metlife Punjab National Bank Insurance Manager Financial Advisor

sells and manages insurance policies for clients on behalf of an insurance company Client acquisition: Contact potential clients to expand their customer base Policy selection: Help clients choose the best policy to meet their needs, preferences, and budget Policy sales and renewals: Handle policy sales and renewals Policy customization: Customize insurance programs to suit individual clients Payment methods: Create client payment methods and calculate premiums Client records: Maintain client records help insurance companies generate new business by contacting potential customers and selling one or more types of policies.

Job Location :-Noida Sector 16Salary :-24 k in hand Experience :- 1 year experience in insurance .Education :-Graduate Excellent communication skills for more details share your resume on whtsapp :-8376062469

Insurance officer

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.

Job descriptionUrgent Opening in MAX Life insurance company, we are looking candidates who have experience in life insurance/Banking sales.Female Candidates Required- with Good Stability (Vehicle Required)Position Name: Senior Officer (Direct Channel)Highest Qualification: Graduation/Post Graduate more preferable.Experience Required: 6 Months in life insurance sales/Banking sales/Vehicle is compulsory for this job role.JD for the AM role in MAX Life insurance company.JOB SUMMARYDirect customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR).KEY RESPONSIBILITIESService through relationship managementEstablishing and strengthening relationship with the allocated customer base.Ensure retention of in his/her allocated Book of Relations (existing customer database).Act as single point of contact for customers for any customer query/complaint.Identify financial goals of customers and providing financial planning assistance.Competition Analysis for giving professional advice to customerFix self appointments everyday from the given customer database as per the campaignSalesFocus on cross-sell & up-sell opportunity in allocated customers.Ensure successful completion of licensing as per MLI standardsMEASURES OF SUCCESS:TAT adherence for updating System - CRM NextSuccessful completion of cross-sell/ up-sell Business Goals month on monthCollection of payment/premium from 91-180 days due policiesComplaint Resolution /Customer satisfactionAchievement of Retention Targets.> 45 unique customer meetings in a monthMore than 90% attendance (of total working days)Successfully score >=80% in the Functional Trainings impartedDESIRED QUALIFICATIONS AND EXPERIENCEAssistant Manager - Customer Advisory Team:1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.Minimum 6 months exposure to Life.

We are looking for 10 Assistant Relationship Manager Posts in Barmer, Jalor, JodhpurPhalodi, PaliFalna, Sirohi, with deep knowledge in Bancassurance Manager and Required Educational Qualification is : Other Bachelor Degree

Looking out for Candidate for Health Insurance Sales.We are hiring for Tata GIC and Aditya Birla Health Insurance for various sales positions in Agency, Direct, Bancassurance, Telesales across India.Salary Ranges from 2.5L to 4L. Great Incentive schemes and fast track promotions.Criteria- Graduate and age less than 30 years.People with 12th/HSC may be considered with deviation.

*Desired Candidate profile* - Experience Required in BFSI / Insurance Sector , Minimum Graduate Required , Good communication Skills . *Roles and Responsibilities* Maintain the Relationship with Yes Bank Corporate Staff and Sell Max life Insurance to Yes Bank Corporate Clients , identifying and Evaluating possible clients during Corporate visits .Getting Yes Bank Corporate Staff IRDAI certified and provide them training for Insurance products of Max life .Doing Max life Insurance Corporate activity along with Yes Bank staff in Corporate .

On-Roll Jobs on Behalf of TATA AIASitting Job in Nationalized BankEligibility- Minimum Graduation with Minimum 45% (10th, 12th & Graduation)Profile- BANCASSURANCEOFFICERSalary- 25k CTC (after Training Completed)Gender- Male/Female Both Can ApplyLocation - All Uttar PardeshTraining Structure-Total Training Time - 6 Month3 Months Online Training (5k Stipend in Online Training Period)3 Month OJT (on Job Training) I) in Bank- 15k Per Month Stipend in OJT PeriodAfter Training Period Salary will be 25k CTC Per MonthNote- Distance/Open may also ConsiderVendor/Freelancer/Cosultant /Institutuon may also Note- Training Fees (Charges Apply)

* 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

We Are Hiring Freshers Candidates For BankingJob on Branch Relationship Executive (BRE)AGE:- 18-26 Year (Male and Female both can apply)QUALIFICATION:- min HS passSALARY:- 10k - 14k + PF+ESI+Medical For more details please contact Sree

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/ Education or Any other sales.

Target 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.

Description Responsible for business target achievement through sale of life insurance products to customers of partner branched Responsible for branch activation & lead generator (LG) activation through regular engagement with partner branch staff. Conduct regular sales activities within branch and catchment areas to generate leads from territory. Maintain discipline & rigor of daily sales activities DSR & LMS input. Ensure adherence to end to end business process with in the specified timelines. Adhering to regulatory requirements & monitoring quality of business. Ensure timely resolution of queries and complaints, and controlling the instances of adverse customer experience.Skill & Knowledge required Should be presentable with good communication skills. Should be good at relationship building/management. Should have excellent communication, inter personal and managerial skills. Should have understanding of Insurance and related financial market products. Local navigation skills of Present city. Ability to work effectively in highly demanding and competitive environment.

Future Genrali Required Staff for Permanent JobJob in AU SMALL FINANCE BANKEligibility - Minimum Graduation (Distance Education also Consider)Age- Below 30 Years OldSalary -23k to 25k CTC Per MonthGender- Male/FemaleJob Location- Delhi, Ahmedabad, Jaipur, Mumbai, Pune, Indore, Chandigarh Training Fees (Charges Apply)

Key Responsibilities:Lead and manage a team of Relationship Officers or Executives to achieve sales and service targets.Develop and implement strategies to build strong, long-term relationships with clients and channel partners.Monitor team performance, provide coaching, training, and motivation to enhance productivity.Identify new business opportunities and drive cross-selling and upselling of insurance or financial products.Coordinate with underwriting, claims, operations, and other internal teams to ensure smooth client servicing.Resolve escalated client issues and ensure high levels of customer satisfaction.Prepare regular reports on team performance, client feedback, and market trends for senior management.Maintain compliance with regulatory guidelines and company policies.

Key Responsibilities:Manage and lead sales teams across multiple branches within the assigned area or region.Develop and execute sales strategies to achieve area-wise sales targets for insurance or financial products.Recruit, train, mentor, and motivate sales executives and relationship officers to improve performance.Monitor daily, weekly, and monthly sales activities and ensure proper reporting and follow-up.Build strong relationships with key clients, channel partners, and stakeholders in the area.Analyze market trends, competitor activities, and customer feedback to optimize sales efforts.Coordinate with marketing and operations teams to support sales initiatives and customer service.Ensure compliance with regulatory guidelines and company policies across the area.Prepare regular sales reports and presentations for senior management.

Key Responsibilities:Manage and nurture relationships with high-net-worth or preferred clients to ensure long-term loyalty and satisfaction.Understand clients financial goals and provide personalized insurance and investment solutions accordingly.Proactively identify opportunities for cross-selling and upselling relevant products such as life insurance, health plans, and investment options.Serve as the primary point of contact for preferred clients, addressing their queries and resolving issues promptly.Coordinate with internal teams (underwriting, claims, operations) to ensure seamless service delivery.Monitor client portfolios regularly and provide timely reviews and recommendations.Organize client engagement activities, events, and communication to strengthen relationships.Achieve or exceed sales and retention targets for the preferred client segment.Ensure compliance with regulatory standards and company policies throughout the client lifecycle.Maintain accurate records of client interactions and transactions in CRM systems.