Bancassurance Job Vacancies in Kolkata

We are looking for an enthusiastic Insurance Sales Executive to join our team. This part-time role is perfect for individuals who are motivated and eager to learn about the insurance industry while working from home.Key Responsibilities:- Generate Leads: Identify and reach out to potential clients to create interest in insurance products. Your ability to connect with people will help expand our customer base.- Present Products: Clearly explain different insurance products and their benefits to clients. Good communication skills are crucial to help prospects understand their options.- Assist Clients: Provide guidance to clients in choosing suitable insurance coverage that meets their needs. Supporting clients in making informed decisions is essential.- Follow-Up: Contact potential clients after initial meetings to answer questions and encourage purchases. Persistence and follow-up efforts can lead to conversions.- Meet Sales Targets: Strive to meet monthly sales goals set by the company. Achieving targets will contribute to your success in the role.- Report Progress: Maintain records of leads and sales activities. Keeping accurate records helps track progress and improve techniques.Required Skills and Expectations:- Strong communication and interpersonal skills to build relationships with clients.- Basic computer skills to utilize digital tools for communication and organization.- A proactive attitude with a willingness to learn about various insurance products.- Time management skills to effectively balance work hours, especially in a part-time setting.- Ability to work independently, as this position will be done from home. If you are eager to start a career in insurance sales and have a passion for helping people, we encourage you to apply.

The Bancassurance Manager will be responsible for managing the partnership between the bank and insurance company to promote and sell insurance products. Key responsibilities include developing and implementing sales strategies, training bank staff on insurance products, monitoring sales performance, and ensuring regulatory compliance. The ideal candidate should have a graduate degree, 1-7 years of experience in bancassurance or insurance sales, strong communication and negotiation skills, and the ability to build and maintain relationships with key stakeholders. The Bancassurance Manager is expected to be highly motivated, goal-oriented, and have a strong understanding of the insurance industry and banking regulations. This is a full-time position based in Kolkata, India, with the requirement to work from the office.

ABH is responsible for Training, hand holding the team and build relationship with thedistributor. He / She will also be responsible for achieving the sales target and maintainquality service standards.Campaign Management Daily morning huddle & day end review with the team on all running campaigns. Set the tone and asking rate for the day in the morning huddle. Ensure Call back are attended by the team. Ensure confirmed appointments are scheduled for the field. Daily Monitor ANI/CFR till closed therefore, ensuring 80% Login to issuance. Ensure seamless execution of ongoing campaigns.Telephonic Sales & Service Conversion Should always be on the floor. Should actively listen to the calls and barge in if necessary: for effective delivery bythe caller. Give regular feedback and inputs to the caller for bettering the call quality. Should ensure Call Quality is never compromised.Target Orientation Should always be abreast of the current business situation like no. Of leads,conversion %, business numbers, call numbers.Training Regular training to be imparted to the team. To clearly analyse from the calls/data of the caller if call opening/closure is aproblem and lead by example.Team Management and Sales target achievement Ensure excellent handholding to maximize productivity. Ensure and demonstrate supportive behaviour to the team. Ensure and demonstrate supportive behaviour with other functions in theorganisation.

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

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

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.

Managing Relationship with Bank Branch.Providing sales support to assigned banks and complain handlingCoordinating with BMs for maximum allocation in Mutual Fund Products.Promoting Portfolio Management Services in Wealth segment of the banks.Build relation with the RM's in the bank & push them them to cross sell MFResolving customers complaints & ensuring customer satisfaction and providing counter sales services to customers as per customers requirements.

Job Openings for 2 Branch Sales Manager Jobs with minimum 2 Years Experience in West Bengal,Kolkata, West Bengal,Naihati, Nadia, West Bengal,North 24 Parganas, West Bengal,Aviation,Seals Manager,Team Leader Quality,Customer Relationship Manager, having Educational qualification of : Higher Secondary, Secondary School, Vocational Course, Diploma, Professional Degree, Other Bachelor Degree with Good knowledge in Direct Marketing,Bancassurance,Channel Sales,Branch Banking, Aviation,Seals Manager,Team Leader Quality,Customer Relationship Manager etc.

Conducting market research to identify selling possibilities and evaluate customer needsActively seeking out new sales opportunities through cold calling, networking and social mediaSetting up meetings with potential clients and listening to their wishes and concerns

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

Dear Candidateswe are hiring for the leading life insurance company. Channel - BancaJob Responsibility- Responsible for Business Target achievement through assigned Banca partnersbranches.Responsible for managing overall business for assigned area whichinvolves business development, sales, relationship management, operational andtraining support, identifying new business opportunities and meeting overall targetassigned on new business.Responsible to establish productive, professional relationship with key personnel of assignedbranches of partners branches.Responsible for all operations, customer servicing and customer retention activities forthe assigned branches of partners branches.Requirements- 1 yearQualification- Min GraduationAge - 22 to 38CTC : 3.5 LPARegardsJyoti Verma

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.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

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 surrenderTarget 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

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: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 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.

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

Hi Everyone We are having some openings in Bancassurance for Kolkata LocationCtc - 5Lpa (Upto)Minimum exp - 1 year - 5 YearsContact - 9804827086