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Bancassurance Job Vacancies in Kolkata

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  • 1 - 4 yrs
  • 4.8 Lac/Yr
  • Kolkata
Corporate Banking Bancassurance Agency Development Branch Banking Agency Channel Agency Sales Retail Branch Banking Branch Administration Business Development
As a Branch Relationship Manager, you will play a crucial role in managing client relationships and driving business growth in our Kolkata branch. You will focus on customer satisfaction, business development, and operational efficiency. Your main responsibilities will include:- Building Strong Client Relationships: Engage with clients to understand their needs and provide tailored solutions that enhance their banking experience.- Sales and Business Development: Identify new business opportunities and actively promote the bank's products and services to potential clients, achieving sales targets.- Handling Customer Inquiries: Serve as the first point of contact for client questions, addressing issues promptly to ensure high levels of customer satisfaction.- Collaborating with Teams: Work closely with branch staff and other departments to streamline operations and improve service delivery.- Analyzing Customer Needs: Assess client portfolios to recommend suitable financial products and services, maximizing client value.- Ensuring Compliance: Maintain compliance with bank policies and regulatory requirements, ensuring all processes are followed correctly.To succeed in this role, candidates should possess strong interpersonal and communication skills, enabling effective interaction with clients. A proactive attitude towards problem-solving and the ability to work in a fast-paced environment is essential. A background in sales or customer service is preferred. Familiarity with banking products is beneficial, along with proficiency in MS Office and basic financial software. Candidates with a degree in B.A., B.Com, B.B.A., or similar fields are encouraged to apply with 1 to 4 years of relevant experience.
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Bancassurance Manager - Full Time

Primas Career Management Consultancy

  • 1 - 7 yrs
  • 5.0 Lac/Yr
  • Kolkata
Life Insurance Insurance Sales
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.
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Female - Area Business Head - Phone Sales

Skywings Advisors Private Limited

  • 5 - 7 yrs
  • 10.0 Lac/Yr
  • Kolkata
Banca Life Insurance Phone Sales Telesales Team Management
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.
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Opening For Corporate Agency Manager

Skywings Advisors Pvt Ltd

Direct Sales Banca Insurance BFSI Banca Sales Agency Channel Banking
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
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Bancassurance Executive Life Insurance Life Insurance Agent Life Insurance Advisor Bancassurance Manager Bancassurance Agency Development Manager Agency Manager Agency Sales Agency Sales Manager Agency Development BFSI Banking Insurance Banking Sales Walk in
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
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Relationship Manager

Augmented Resourcing Pvt Ltd

Corporate Banking Stock Broking Sales Consultant Insurance Direct Sales Executive Agency Channel Manager Bancassurance Executive
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.
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  • 3 - 6 yrs
  • 10.0 Lac/Yr
  • Kolkata
Mutual Funds Sales Banca Sales Mutual Funds Banca Channel B2B Sales Mutual Fund Adviser
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.
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Branch Sales Manager

Indian Air Services

Direct Marketing Bancassurance Channel Sales Branch Banking Aviation Sales Manager Team Leader Quality Customer Relationship Manager Walk in
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.
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Sales Manager Bancassurance

Concordant Solutions

Bancassurance Walk in
Candidates should have minimum 1 to 2 years experience in Insurance sector, preferably in BancaShould be Graduate.Should be local Candidate.Min 1 year in current job.Age Between 24 and 38 years.
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Sales Manager

Supro Consultancy

Retail Sales Corporate Sales Channel Sales Sales Executive Sales Marketing BDM SDM BFSI Lone Sales Banking Finance Life Insurance Banca Sales Officer FMCG Sales Credit Cards Sales Manager
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
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Bancassurance Manager

Suproinfo Consultancy

Bancassurance Manager Sales Marketing FMCG Sales Insurance Sales Insurance Advisor
for more information, call on and share resume on whats app He/ she is responsible for managing agents, training agents and achieving sales targets for the team.Job Role and Responsibilities Recruitment agent and management of agency channel team members. To do field Work Training, motivating and development of team members. organizing sales visits demonstrating and presenting products establishing new business maintaining accurate records attending trade exhibitions, conferences and meetings reviewing sales performance aiming to achieve monthly or annual targets.Required Candidate profile Proven experience as a Sales Executive or relevant role Able to do field work Proficiency in native language or English Excellent knowledge of MS Office Thorough understanding of marketing and negotiating techniques. Fast learner and passion for sales Self-motivated with a results-driven approach Aptitude in delivering attractive presentations Ability to manage a team, keep it motivated Result orientation Ability to spot and utilize opportunities Energetic and enthusiastic personality
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Banca Sales Officer

Supro info solutions pvt ltd

Sales Insurance Sales Casa Sales Direct Sales Field Sales Life Insurance Sales
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
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  • 0 - 1 yrs
  • 1.8 Lac/Yr
  • Around Kolkata
Basic Computer Knowledge Branch Relationship Executive Banking Direct Sales Banca Inside Sales Branch Assistant
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
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Sales Executive Insurance Sales Insurance Advisor Bancassurance Sales Channel Sales
Call for more Details and Share your resumeQualification: Graduation (No Backlogs)Pan Card Number Mandatory Experience: 1 years of experience in Life insurance with relieving Letter/resignation Acceptance Mail & 1 years of experience in Sales & Marketing Bike: MandatoryJob Responsibility:- 100% Leads Provide by company- To handle the walk in Customers at the Bank- Sourcing Insurance Business through Bancassurance Channel- Generating leads from Relationship Managers and Personal Bankers etc
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Customer Relation Associate

Skywings Advisors Private Limited

Banca Bancassurance Life Insurance
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.
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Relationship Officer - Bancassurance

Skywings Advisors Private Limited

  • 1 - 5 yrs
  • 3.5 Lac/Yr
  • Kolkata
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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Hiring For Corporate Agency Manager

Skywings Advisors Private Limited

Insurance Insurance Sales Life Insurance BFSI Banking Sales Cross Selling Bancassurance Banca
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
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  • 1 - 4 yrs
  • 4.8 Lac/Yr
  • Dankuni Kolkata
Corporate Banking Bancassurance Agency Development Branch Banking Agency Channel Agency Sales Retail Branch Banking Branch Administration Business Development
Branch Relationship Manager (BRM) - Job Role Key ResponsibilitiesCustomer Relationship HandlingManage and maintain relationships with existing customersAct as a single point of contact for priority/high-value clientsSales & Business GrowthSell banking products (Savings/Current Accounts, FD, Loans, Credit Cards)Cross-sell insurance and investment productsAchieve monthly sales targetsCustomer AcquisitionIdentify and onboard new customersGenerate leads through references and local marketPortfolio ManagementHandle a portfolio of premium/HNI customersProvide financial advice and product recommendationsService & Issue ResolutionResolve customer complaints quicklyEnsure high customer satisfaction Required SkillsStrong communication & convincing skillsSales and target-oriented mindsetCustomer handling abilityBasic banking & financial product knowledgeRelationship-building skills QualificationGraduate (any stream), MBA preferred1-3 years experience in banking/finance/sales (Freshers sometimes considered for junior roles) Work EnvironmentBranch-based roleMix of desk work + customer interactionSome field work for client meetings Salary (Approx.)18,000 - 35,000/month (entry to mid-level)Incentives + performance bonuses Career GrowthBRM Senior Relationship ManagerAssistant Branch Manager Branch ManagerWealth Manager / Corporate Relationship roles
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Life Insurance Life Insurance Agent Life Insurance Advisor Life Insurance Sales Agency Development Manager Agency Development Agency Sales Agency Sales Manager Bancassurance Executive Bancassurance Manager Banca Sales Bancassurance BFSI NBFC Loan Sale 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: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
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Agency Development Manager Agency Development Bancassurance Manager Banca Sales Agency Sales Manager Agency Sales Field Sales Field Sales Executive Field Sales Manager BFSI FLS Agency Channel Manager Bancassurance Executive Bancassurance Agency Manager 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 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
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Banca Sales Bancassurance Executive BFSI Bancassurance Agency Sales Manager Agency Development Manager Life Insurance Advisor Life Insurance Sales Life Insurance Agent Banking Sales Agency Channel Manager Field Sales Field Sales Executive Sales Banca 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:Excellent communication skills.Should be sales driven.High level of energy.
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Corporate Sales Insurance Sales Bancassurance Banca Bancassurance Manager Business Development Manager
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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Corporate Agency Manager

Skywings Advisors Pvt Ltd

Insurance BFSI Cross Selling Bancassurance Banca Banca Sales Insurance Sale
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
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Opening For Bancassurance Manager

Primas Career Management Consultancy

  • 1 - 5 yrs
  • 5.0 Lac/Yr
  • Kolkata
Insurance Sales Life Insurance Insurance
Hi Everyone We are having some openings in Bancassurance for Kolkata LocationCtc - 5Lpa (Upto)Minimum exp - 1 year - 5 YearsContact - 9804827086
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