Array ( [0] => direct-channel [1] => madurai ) Direct Channel Jobs in Madurai,Direct Channel Job Vacancies in Madurai Tamil Nadu
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Direct Channel Job Vacancies in Madurai

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Relationship Officer

Skywings Advisors Private Limited

Customer Relationship Customer Service Bancassurance Direct Channel Agency Channel Life Insurance BFSI
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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Senior Business Development Manager

Skywings Advisors Pvt Ltd

Sales Life Insurance Bancassurance Banca Sales Direct Channel CASA Banking Sales Cross Selling Business Development
Dear Candidate ,We are hiring for Business Development Manager post (Bancassurance Channel).Job description:- Sales: Accept leads generated from in-branch lead generators as well as warmleads provided by the bank from the database as well as generate own leads. Makeappointments, explore the customers financial needs in life-related investment andinsurance needs areas, select appropriate product to meet these needs from thecompany's product range, gain customer agreement to purchase, accurately completesales documentation.CTC: 2LPA to 4.5.LPAExperience: min 1yr experience in Life InsuranceQualification: Graduation is mandatory.Channel: BancassuranceThanks &; RegardsKarishma
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Opening For Sales Officer

Skywings Advisors Private Limited

Bancassurance Life Insurance Sales Process Customer Relationship Agency Channel Direct Channel
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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Business Development Manager

Skywings Advisors Private Limited

Bancassurance Life Insurance Banca Channel Agency Direct Channel Banking Sales
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 sal es manager by coaching them in company knowledge, accompanying them on client visits.
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Area Manager - IMF Channel

Skywings Advisors Private Limited

Life Insurance Loyalty IMF Channel Insurance Marketing Firm IM Insurance Marketing Direct Channel
Job Summary: Implement the strategy to setup and develop the IMF Channel in the designated territory. Setup and manage a pool of10-15 Insurance Marketing Firms managing a revenue stream of around 2 cr.Key Responsibilities/ Key Deliverables: Understand the IMF regulation, value proposition & registration process Independently implement the IMF acquisition plan in the territoryo Identify potential leads and sources for prospective IMFs, coordinate with HO for referred leadso Connect with prospects & organize seminars for IMF acquisitiono Ensure conversion of leads through effective pitch of IMF value proposition Ensure quality of IMFs in sync with desired profile Enable the setup of IMF of agreed prospectso Understand all regulatory requirements and manage the IMF registration process with IRDAo Oversee technology support to enrolled IMFs Ensure seamless contracting of IMFs with Max Life Manage performance of setup IMFs in steady stateo Develop understanding of products & coach IMF staff on product USPso Implement a performance management and rewards systemo Drive IMF profitability through improving productivity of IMFs sellers & controlling cost of saleso Provide marketing, training and operational support to IMFso Manage attrition of IMFs through revival or replacement Drive quality of business sourced from IMFso Ensure right product mix and control key quality measures such as leakage and persistencyage limit upto 40
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