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Bancassurance Job Vacancies in Kanpur

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Relationship Associate

Skywings Advisors Private Limited

Bancassurance Banca Life Insurance
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.
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Relationship Manager Sales (Full Time)

Marvellous Ninety Nine Hectare Pvt.Ltd

Direct Sales Loan Officer Relationship Executive Cold Calling Banca Sales CRM Sales Field Sales Real Estate Sales Sales Relationship Business Manager Service Advisor Sales Marketing Executive Fmcg Sales Automobile Sales Home Loans Mutual Funds Sales
1.Sales achievement personality 2. Leads generation negotiate with leads and close the deal 3.Handle pressure 4.Building strong relationship with clients 5.ability to develope and implement strategies 6. Result oriented 7.Strongly informed social activities,sales &marketing trends, values.
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Telesales Executive Marketing Consultant Life Insurance Field Sales Executive Sales Executive Activities Sales Executive Agency Development Manager Agency Development Agency Channel Manager Agency Sales Manager Agency Sales Banca Sales Bancassurance Walk in
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:Need Freshers /Experienced on Urgent basis !1. Sound knowledge about Life Insurance Sales.2.Good Communication and Interpersonal Skills3.Interest in banking sales / field sales4.Excellent communication skills.5.Should be sales driven.6.High level of energy.
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Business Development Manager

Skywings Advisors Pvt Ltd

Corporate Sales Channel Sales Insurance Sales Bancassurance Manager Banca Sales
Dear Candidate ,We are hiring for Bancassurance Channel.Profile - Business development managerJob description: - Sales: Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from company's product range, gain customer agreement to purchase, accurately complete sales documentation.customers and getting leads from bank Employees.Converting those leads Based on customer.Requirements Doing joint calls with bank employeeLeads provided by the bank from the database.CTC 3.25 to 4.25Lpa + Incentive; onroll jobRegardsJyoti Verma
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Relationship Executive

Supro consulting

Sales Marketing Insurance Life Insurance Banking Finance BFSI Sales Executive Marketing Executive Sales Manager Field Work Banca Bancassuarnce
1. lead will be provided2. Educate the Customer about the product3. Cold calling to arrange meetings with potential customers to prospect for new business4. To close the leads provided by Company5. Lead Generate/ Lead Close
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Direct Sales Insurance Sales Bancassurance Agency Channel Direct Marketing Sales Officer Sales Development Manager Business Development Manager Walk in
Greetings From Sol HR Services !!!Urgent hirings going on with the following leading companies, for Agency / Direct Sales.pen Positions for Deputy Area Manager Individual Profile CTC 4.50L. - 5L.Agency Development Manager 4L.Agency Manager 2.50L. 6L.Unit Manager 3.50L.Associate Agency Development Manager 3L.Associate Business development Manager 2.50L. 6L.Branch Manager Team Handling Profile 8L.JOB ROLE Responsible for acquisition of Team of Advisors.Retention of Team.Business generation from advisors for Life / health insurance products.BENEFITS: Training will be provided.minimum 20 days to 30 days Candidates from insurance and non- insurance backgrounds can apply for Front line sales profiles. Medi- claim coverage for employees' and their immediate family members will be provided. There will be Term plan allotted to employees. Promotions based purely on performance and not seniority. Provident Fund,Gratuity provided. Additional benefits also provided to the employees. Exciting incentives which includes international tours. We are also opened for Branch Manager Profile.We recruit for Loan/Pharma sector also.Do refer your friends for the same. PLEASE IGNORE THIS MAIL IF IT DOES NOT SUIT YOUR PROFILE.--With RegardsTanushree.DSOL HR SERVICES
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Relationship Executive - Bancassurance

Skywings Advisors Private Limited

Bancassurance Banca Channel Life Insurance Direct Channel Agency Channel Customer Relationship
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.
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Business Development Executive - Bancassurance

Skywings Advisors Private Limited

Bancassurance Banca Channel Life Insurance Agency Channel Direct Channel Customer Relationship
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.
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  • 5 - 8 yrs
  • 12.0 Lac/Yr
  • Kanpur
Life Insurance Bancassurance Banca Sales Team Management Skills Business Management Skills
he role is to create a team of outstanding sales executives and effectively lead, manageand coach them towards achieving sales targets.Principal Accountabilities:Key activities and decision making areas Typical Targets and MeasuresImpact on the Business / FunctionPlan daily goals both for the team as well as individually & worktowards achieving them.Hiring of the Sales team. Managing sales in a result-focused environment.Making effective sales presentations and closing deals.Identifying potential customers and new business opportunities.Constantly liaising with other departments for smooth functioning.Maintaining own awareness of product in order to sell effectively.Identify competency gap and scheduling of refresher training.Maintaining daily, weekly & Monthly MISDaily monitoring with all Teams(Relationship Managers) about yesterdays performance & todays targets.Premium per executive, per weekConversion rate, Product Mix, persistency, retention of team and a high % of executives exceeding planned productivity standardCustomers / StakeholdersTimely response to internal and external queries.Understands own role and how it relates to team and the final outcome of any Leadership& TeamworkLead, coach and motivate a team that collaborates effectively across functions in the Company to achieve desired resultsCreating an environment where people want to do great work by motivating staff, demonstrating teamwork by giving subordinates greater ownership and autonomy to deliverobjectives and continuously upgrade team caliberTo work effectively and consistently as part of a team And to improve over all teamperformanceOperational Effectiveness & ControlMajor Challenges (The challenges inherent in the role that require a continual test of the role holders abilities) Sales Target deliveryRole Context (The environment and operating conditions of the role including the extent of guidance andauthority)Create a team of outstanding sales executives
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Life Insurance Agent Bancassurance Executive Life Insurance Advisor Life Insurance Field Executive Field Officer Field Worker Field Supervisor Bancassurance Manager Field Sales BFSI Mutual Funds Loans Mutual Funds Sales Banking Sales Walk in
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 requiredRESPONSIBILITIES & DUTIES- Develop various sources of agent hiring & build a team of agent & agent pipe line- Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring- Development of agent prospecting habits, calling habits and work habits- Work with agent on planning and reviewing of activities and goals- Identify the training needs of the agent and work with Trainers to improve the same- Meet Business Targets- Improve agent productivity & retention- Maintain the quality vectors of business including persistency and surrender
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Banking Insurance Insurance Sales Financial Services Casa Mutual Funds Sales Incharge Loans NBFC Microfinance Walk in
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.
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