Banking Sales Job Vacancies in Borivali

- Acquiring Investment Referral Partners- Meeting Wealth Managers, Financial Advisors, CAs,- Provide Strategic advice and information about the Investment product to the Partners Explain the benefits to the Partners and assist in the meetings wherever required Bring Investments from the Referral Partners through their Investors Preparing Memos and Credit Proposals (CPs) (new, annual renewals, amendments etc.) Assisting Team in Investor relationship management (KYC, Investment process, etc.) Monitor post Investment reports, ensure compliance with internal and regulatory policies, assist business in reporting, monitor / identify money laundering risks & assist in internal and external audit processes Engaging with an inbound partner leads on the platform to convert, onboard and manage the relationship Preparing presentations and maintaining the database of portfolios for periodic reviewsRequirements- Post Graduate in Finance or Banking- Work experience as a RM in Banks or Financial Institutions, or a similar role in the Sales Department.-Professional certification in sales and marketing will be an advantage.-Great interpersonal skills.-Exceptional verbal and written communication skills.-Strong organizational skills.-Ability to work in a team or individually as and when required.-Ability to manage and handle multiple tasks. - Outstanding problem-solving skills.-Exceptional attention to detail.-Hard-working individual.-Good time management abilities.-Strong decision-making skills.-Ability to tolerate stress and pressure.-Self-motivated and result driven approach

JD 1. Managing the existing agents and Recruitment of the New agents 2. Planing and devising the local scheme and engagement program for Agents 3. Ensuring the agent productivity and activation4. Training and agent life cycle management 5. Brand development by conducting road shows 6. Ensure Nil discrepancy and high customer service satisfaction 7. Ensuring meeting of the targets month on Month basis assigned to SM* Key relationship/ customers* External Customers - IMDs (Life Insurance, Health company, Mutual funds) Housing socities and retail customers * Internal Customers - Sales Team, Operations Team, Finance Team, HC Team, Underwriting Team, Claims Team

- Build Long - term Relationship With new Existing Customer.- Ensuring quality of business and persistency (renewals of premium)- Enabling channel sales team to use latest digital platforms- Meeting prospective customers with channel sales team to sell insurance solutions.- Regular Skill enhancement programs.- Opportunity to Travel to exciting locations both National and International.- Problem Solving Attitudes

As a Front Line Sales employee in Bancassurance channel, you will network with assigned channel partner teams to build win-win business relationship and ensure high performance by selling life insurance products. Integrity and passion to perform are the two most important traits that will define your success in this role. Find below Job Responsibility for more information: Building a strong relationship with the Banking Partner Achieving your sales targets as per channel strategy Meeting prospective customers with channel sales team to sell insurance solutions Providing pre and post-sales support (e.g. claim settlement) Ensuring quality of business and persistency (renewals of premium) Enabling channel sales team to use latest digital platformsCandidates Requirement: Age: 21 38 years Education: Graduation in any stream Experience: Mini. 1 to 2 years experience required in sales and marketing of life insurance.Please Share a requirement with your colleagues and friends who are looking for a job change.

We have an urgent requirement for an Associate Relationship Manager to supervise and coordinate all aspects of an agency. They work with agents and clients to ensure that targets are met, relevant policies and guidelines are upheld, and customer comfort is achieved. Interested candidates can find the requirements below. Building a strong relationship with the sales team of the Bank channel partners Achieving your sales targets as per channel tactics Meeting promised customers with channel sales team to sell insurance solutions It is a field job. You will have to travel within the assigned geography to meet channel partner teams and customers. You will be evaluated on your ability to meet the business targets (Topline, Persistency, Product mix) by helping and driving channel partners. You will also characterize the channel partner teams on pre and post-sales such as claim settlement.Who can apply : Between the age of 24 to 38 Any Graduate Min 3 years of experience in sales and marketing in which 2 years of experience in Life Insurance is mandatoryBenefits : Fixed salary Attractive Incentives Performance bonus Other Advantages