Bancassurance Job Vacancies in Mumbai

We are seeking a dedicated Telecalling Executive to join our team in Andheri East, Mumbai. This role involves engaging with potential and existing clients through phone calls to promote our products and services.Key Responsibilities:- **Cold Calling**: Initiate calls to prospective customers to introduce our offerings and generate interest, maintaining a positive and encouraging tone.- **Customer Engagement**: Build and maintain strong relationships with clients by understanding their needs and providing suitable solutions, ensuring a personalized approach.- **Lead Generation**: Identify and qualify leads to support the sales team, utilizing effective questioning techniques to gather essential information.- **Follow-up Calls**: Reach out to leads and clients for follow-ups, ensuring timely communication and addressing any queries they may have.- **Data Recording**: Maintain accurate records of customer interactions and transaction details in our CRM system, ensuring all information is up-to-date for future reference.Required Skills and Expectations:Candidates must possess excellent verbal communication skills and be comfortable speaking on the phone. A good understanding of sales techniques and the ability to persuade others will be crucial for success in this role. Strong organizational skills and attention to detail are essential for managing multiple tasks effectively. The ideal candidate should be a graduate with 1 to 7 years of experience in telecalling or customer service, demonstrating a proactive approach to achieving goals and a strong commitment to fostering customer relationships.

Meet Jewellery shop owners and sell them Insurance Policies through field visits. Sell them Jewellery Insurance and cross sale Mediclaim and Motor Insurance Call prospective clients from the database. Obtain policy copies from the client. Work on RenewalsReal time entry in the Mobile app software and real time updates in the Daily Feed back group. Working hours 10.30 to 7.30 Monday to Saturday. - Fixed monthly salary + sales based Incentives

JOB DESCRIPTIONRole - CSMChannel - BancassuranceLocation - Mumbai What are we looking for?We're looking for a Corporate Sales Manager to drive sales targets by maintaining positive relationships with channel partners and HDFC Life teams in an allocated territory.What does the job entail?Engage and nurture relationships with channel partners to achieve business targets.Design and execute a sales plan to help the team gain the maximum mindshare of distributors, thereby meeting targets and increasing market share within the channel.Review the team's progress against the plan and provide guidance to help them succeed and grow in their careers.Ensure desired sales behavior in the team by using the digital sales management process.Maintain quality and persistency of the business.Work Experience6+ years of total sales experience, with at least 2 years of team management experience.Experience in the BFSI (Banking, Financial Services, and Insurance) industry is preferred.Essential QualificationA bachelor's degree in any field.Preferred Skills :Strong skills in sales planning, team management, and a high achievement drive.

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.

Position Overview:As an Insurance Telesales Executive, you will play a crucial role in promoting and sellinginsurance products to potential customers over the phone. You will be responsible for buildingrapport with clients, understanding their insurance needs, and offering them tailored insurancesolutions.Key Responsibilities:Sales Make outbound calls to potential customers and introduce them to our insurance products. Understand customer needs and provide appropriate insurance solutions. Achieve and exceed monthly and quarterly sales targets.Stay up-to-date on the company's insurance products and services. Explain policy details, coverage, and benefits to customers effectively. Build and maintain strong relationships

We are seeking a highly motivated and results-driven Sales Calling Agent to join our team. The successful candidate will be responsible for generating new business leads and selling Motor and Health insurance policies to customers through outbound calls.

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

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

The Candidate will be assigned or tagged under 2 to 3 Branches of Bank. The candidate should work along with the Branch Manager and Team members of Bank and promote the Customers of Bank.The candidate prime responsibility should build good relationship with the Branch Managers and Team members ofthe Assigned Branches and generate maximum lead from the branches assigned and take it to closure and generatemaximum revenue for Tata life insurance.

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.

Managing organizational sales by developing a business plan that covers sales, revenue, and expense controls.Meeting planned sales goals.Setting individual sales targets with the sales team.Tracking sales goals and reporting results as necessary.Overseeing the activities and performance of the sales team.Coordinating with marketing on lead generation.The ongoing training of your salespeople.Developing your sales team through motivation, counseling, and product knowledge education.Promoting the organization and products.Understand our ideal customers and how they relate to our products.Requirements :-Bachelors degree in business or related field.Experience in planning and implementing sales strategies.Experience in customer relationship management.Experience managing and directing a sales team.Excellent written and verbal communication skills.Dedication to providing great customer service.Ability to lead a sales team.

.Opening for *AXIS BANK* - *CASA Profile* !!! On-Roll Job (Direct bank payroll - Post *DM,AM,SM* Job Location- *All Over Mumbai Near By Location* CTC : *6LPA to 7LPA*( PF,Incentives , Insurance,Travel Expenses,Mediclaim) Qualification: Graduation compulsoryJob Profile- *Current & Saving A/c Open from Market (Field work job)*(Need 4 Years Experience in CASA)Male Age: 34Date of interview : *01 March 2024 (Thursday)*Interview location:- *Chembur*.

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.Bancassurance JD :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.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

Hiring field sales officer in Leading insurance company for Bancassurance channelPOSITION / DESIGNATION Business Development Manager - BancassuranceWORK EXPERIENCE 2-4 years In Insurance / Banking / Finance / FMCG / NBFC / Pharma Sales and Freshers.AGE Below 35 yearsQUALIFICATIONS Diploma, Graduates / MBAs of formal education is desirable.JOB RESPONSIBILITIES The Business Manager has the responsibility of driving sales and achieving theSales target for the assigned bank branchesDrive sales and achieve targets through the bank branchesSelling companys productSupport the CRO in his sales effort, in terms of generating benefitillustrations, accompanying on client calls if required etcThe Bank is the key customer of the Business Manager and he has toEngage an open and trusting relationship with the BranchManagers/officers/staffEngage the employees of the bank branches in regular discussions to transfer knowledge about insurance, Companys product offerings and understand their issues/ concerns about selling insurance (if any)Ensure that all service requirements are met, medicals facilitated and customers are satisfied.Lead GenerationSpearhead all lead generation initiative from the bank whether through walk in, data-mining, referrals and others.KEY PERFORMANCE INDICATORSQUALITATIVE Achieving sales targetsActivate & Penetrate branches for Insurance SalesArranging training programs for bank staff on products and selling skillsIncreasing productivity of bank branchQUANTITATIVE Achievement of Monthly / Quarterly / Half yearly and Annual Sales TargetCOMPETENCIES,Result OrientationLeadership SkillsCustomer OrientationInterpersonal and Communication SkillsEnergy, Drive and InitiativeCost and Quality Consciousness.

We are inviting you to apply for an exciting career in sales with one of the Market Leaders in the Insurance Industry.Job Summary:Direct customer service and sales to existing customers through relationship building. The existing Customer database will be provided by the company (called the Book of Relations- BoR)Key Responsibilities:Establishing and strengthening relationships with the allocated customer base.Ensure retention of customers in his/her allocated Book of Relations (existing customer database)Act as a single point of contact for customers for any customer query/complaintFix self appointments from the given customer database as per the campaignFocus on cross-sell & up-sell opportunities in allocated customers.For more information contact us directly

Job descriptionAchieving business goals and revenue target. Overseeing operations, managing budget, and setting performance objective. Training, and supporting managers as well as conducting regular performance appraisals. Developing and implementing businessRequired Candidate profile-Proven work experience as a Sales Manager, Area Manager-Ability to measure and analyze key performance indicator-Ability to lead, motivate sales team, communication skill, problem-solving attitude

- 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

Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branchesWorking jointly with the Branch Manager on Business Implementation planDriving and motivating the branch staff along with Bank RM and providing support for logging in applications sourcedTapping the right database of the branch and ensure authentic documentationBuild relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectivelyProspect and meet customers within and outside the Branch as when requiredTo develop, agree and implement short term and long term plans to achieve sales targetsTo achieve branch RM activation targetsWork collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos.Seek commitment from the partner towards achievement of business objective.

We are seeking a dynamic Insurance Sales Manager to join our team in Mumbai, India. The ideal candidate should possess a graduate degree and have 0-6 years of experience in insurance sales. As an Insurance Sales Manager, your key responsibilities will include developing and implementing sales strategies to meet targets, managing a team of sales representatives, conducting market research to identify potential clients, and providing excellent customer service to maintain client relationships. The successful candidate must possess strong communication and negotiation skills, have a good understanding of insurance products and services, be able to lead and motivate a team, and have a proven track record of achieving sales targets. The role requires someone who is highly organized, results-driven, and able to work well under pressure. Join us and take the next step in your insurance sales career!

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.

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.

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

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.

Key Responsibilities:Build strong relationships with branch managers and banking staff of partner banks.Drive life insurance sales through the banca channel by motivating and training bank staff.Conduct regular meetings, presentations, and joint calls with bank employees.Achieve monthly and annual sales targets for life insurance products.Provide after-sales service and ensure high customer satisfaction.Ensure compliance with regulatory and organizational guidelines.Generate leads through bank walk-ins and convert them into successful closures.Coordinate with internal underwriting, operations, and support teams for policy issuance and customer service.

Key Responsibilities:Assist in day-to-day administrative and operational activitiesMaintain office records, documentation, and filing systemsCoordinate meetings, appointments, and eventsHandle communication with clients, vendors, and internal teamsSupport HR and finance departments with routine tasksPrepare reports, presentations, and correspondenceManage inventory and office suppliesEnsure compliance with company policies and proceduresAssist in process improvements and workflow optimizationHandle travel and logistics arrangement