Banking Insurance Job Vacancies in Coimbatore

Key Responsibilities:1. Manage and nurture key relationships with clients: The key relationship manager will be responsible for developing and maintaining strong relationships with clients to ensure client satisfaction and loyalty.2. Drive sales and revenue growth: The role involves driving sales and revenue growth by identifying opportunities and cross-selling products to existing clients.3. Provide expert advice on insurance and financial products: The key relationship manager will be expected to have a deep understanding of insurance, life insurance, banking, and other related products to provide valuable advice to clients.4. Collaborate with internal teams: This role requires working closely with internal teams such as sales, marketing, and product development to ensure seamless service delivery to clients.5. Monitor market trends and competition: Stay updated on market trends and competition to identify potential threats or opportunities for the business.Required Skills and Expectations:1. Minimum 1-5 years of experience in insurance, sales, banking, or related fields.2. Strong communication and interpersonal skills to effectively interact with clients and internal teams.3. Excellent problem-solving abilities and attention to detail.4. Proven track record of achieving sales targets and driving revenue growth.5. A self-motivated individual who can work independently and as part of a team to meet goals and targets.

KEY RESPONSIBILITIES: Maximize Paid to Applied Business in coordination with Issuance/underwriting team and finance Handling Centralized welcome calling Process. Reduction in Discrepancy ratio. WIP Management - GO actionable TAT, issuance TAT. Vendor Bill Management Manage Dashboards & Governance for field ops Field operation & HO coordination for field operation fulfillment support. Lead Employee engagement initiatives for CAT-ops MEASURES OF SUCCESS: Paid to Applied Business 92% Ensure 100% welcoming calling on applied new business on time Minimize channel discrepancy ratio

To sell Life insurance products through the assigned Bank branches by building long term relationship with the bank. Building Relationship and Motivate branch staff to help generate leads. Providing complete policy details and after sales services to clients.Desired Candidate Profile Age between 23 - 35 yrs At least 1 year of Sales experience in Insurance or Banking Sector Good Communication Skill Should be good at creating and maintaining Relationships. Unstoppable & Unshakeable Attitude

Job Openings for 10 Agency Development Manager Jobs with minimum 2 Years Experience in Chennai,Madurai,Tiruchirappalli/Trichy,Coimbatore,Thirunelvelli, Chennai,Vellore having Educational qualification of : B.A, B.Arch, B.C.A, B.B.A, B.Com, B.Ed, BDS, BAMS, Bachelor of Hotel Management, B.Pharma, B.Sc, B.E, B.Tech, MBBS, BVSC, Other Bachelor Degree, Post Graduate Diploma, M.A, M.Arch, M.C.A, M.B.A/PGDM, M.Com, M.Ed, M.Pharma, M.Sc, M.Tech, MSW, MVSC, Chartered Accountant, Company Secretary, Diplomate of National Board, I.C.W.A, Integrated PG, Any Master Degree, MD/Medicine Doctor, MS/Master of Surgery, M.C.H., M.D.S. with Good knowledge in New Product Development, Sales Manager Bancassurance,Sales Manager,Banking Executive,Insurance Manager,insurance sales executive,Loan Executive,Loan Sales Executive,Real Estate Agent,Real Estate Manager,Real Estate Consultant,Real Estate etc.

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.

Exceeding branch level targets (NB, renewal, STP, digitisation, product mix etc)Interact with the Bank branch teams and customers to explain the products and promote the brand Sales and support to all branches assigned complete documentation, medicals, close pending documentation. Drive local contests and engagements to engage teamsKeep track of all contests and initiatives launched bank, other insurers and Tata AIA LifeMaintain good relationship with Bank Branch manager - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivityManaging the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel PartnerAid the bank branches to adopt new processes and technology

We are Looking for Development Manager. Any Candidate Interested to Join Immediately in Insurance Industry Can Send Your Cv

KEY RESPONSIBILITIESService through relationship management Establishing 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 customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets. > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted

We are Hiring for Relation Manager. this is a General Insurance Company, We Need a Development Manager.

Responsibilities Visit Bank, Customer residence for collection of Documents. In-dependably handle all collection. The role requires extensive local travel, since leads will be given to him Document verification and collection. Clear communication with good convincing skills Should have basic computer knowledge. Associate will be responsible for verification of the documents received form the customer Make sure the customer information is complete and all required documents/forms are signed.Requirements Two wheeler with driving licence mandatory. Candidates who have bike and Driving licence can apply for this job Involves traveling to the location in and around Coimbatore and should be aware with the local areas. Have good interpersonal skills and understanding of the locations market demand set which are being assigned to.

JOB DETAILS:Role: Team Leader Training Period: 3 MonthsStipend: 36000/- (Overall 3 Months Based on performance)Qualification:Any DegreeVacancy : 45

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 ProfileKey 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.

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 Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals, etc.

Recruit Agents / Advisors Develop agents through coaching, training, team management support etc Drive agents and advisors team size, activity ratio, case rate per active agent and case size to achieve the premium targets

1. Catering to the investment needs of clients by providing them research-based advicein MF, Insurance, PMS, equity & Structured Products offerings etc.2. Identify & acquire prospective HNI clients.3. Manage clients through regular meetings.Required Candidate profile:1. Mini. 4 yrs. exp. in handling Wealth Product Sales & managing / acquiring wealth & HNI clients.2. Candidate should be comfortable in individual role.Perks and benefits:1. Quarterly incentives2. Two times appraisal in a year

Role/Designation : Relationship ManagerReporting Manager : City Head Location : Multiple Regions / CitiesRoles & Responsibilities:Recruiting and Managing team of financial advisors/agents.Managing the complete life cycle of financial advisors/agents e.g., Meeting and interacting with them on regular basisTraining the financial advisors/agents on our app for servicing their customers in most efficient and effective mannerDriving partners for higher productivity and focus on renewals and ensuring that focus is not diluted.Achievement of Monthly/Quarterly/Yearly targets as assigned by the manager/organization from time to time.Understanding and aligning with companys policies and ensure full compliance.Maintaining the highest level of business hygiene.Identifying new approaches to enhance reach and generate more sales in the assigned region.Working on distribution of Motor, Life & health Insurance and loans, credit card, NPS, etc and products as and when introduced by the organization. If interested kindly contact us or drop your cv's at mail mentionedREGARDS,SUKHPREET KAUR