Bancassurance Executive Agency Development ManagerBanca SalesBancassuranceBFSINBFCFinance AdvisorLife InsuranceAgency SalesAgency Sales ManagerBanking SalesField SalesWalk 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/ Education or Any other sales.
Direct Marketing Channel SalesLife InsuranceChannel DevelopmentProject PlanningField Sales ExecutiveFinancial ConsultantWalk in
Recruiting and Building a high performing distribution network of Financial Consultants (FCs)Training, motivating and driving these certified financial consultants (agents) to sell insuranceMeeting prospective customers with FCs to sell insurance solutionsProviding pre and post sales support (e.g. claim settlement)Ensuring quality of business and persistency (renewals of premium)
Designation - Senior Analyst II & III Department - US Accounts Location - Trivandrum Educational Qualification - B. Com or M. Com or MBA (Finance) or CFA or Diploma in Finance or CA or Inter CA or ACCA Professional Experience - 2 to 6 YearsKey Responsibilities: Coordination with vendors with respect to payments, refunds, and Vendor reconciliations. Supplier reconciliation portal update. Coordination with client for getting missing vendor bills & approval. Weekly AP reports, process of vendor payments & allocation in books. Review the vendor reconciliation done by AA. Chasing W9 from vendors and Preparation of 1099 Workings. Tax return reconciliation. Review of sales tax & prompt tax working file and preparation of use tax calculation. Preparation of CRT / TPT / 8027 and other county tax returns. Preparation of balance sheet reconciliation. Respond to emails on a timely basis (48 hours). Timely delivery of AP reports to clients. Timely delivery of internal month end closing deadlines (financials). Training new team members & helping them settle. Ensure internal processes & systems are adhered to. Be open to learning new processes and work on new roles as assigned. Attending all internal training/development sessions for personal/business growth. Mentoring & Training Associates in day-to-day operations.Skills: Possess a good understanding of Accounting and Financials. Strong interpersonal skills. Effective English communication skills. Team Player. Ability to work under stringent deadlines. Critical thinking and problem-solving attitudePlease apply through below link -
Urgently required candidate for Executive Accounts 6 Months to 1 years of experienced required. Candidate must have knowledge of tally , Trial balance, balance sheet and journal entries. Day to day accounting of sales, Purchase, Expenses, Fixed Assets. Handling Bank & Cash entries and Reconciliation. Handling monthly cash and reconciliation. Co-ordination with other department. Responsible for monthly closing reports and other MIS as per HODs requirements. Handling POs.
Banking InsuranceFinancial ServicesMutual FundsLoansCards SalesField SalesTeler Service ExecutiveWalk 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 surrender
Sales BankingInsuranceLoansMutual FundsAdvisorsFinancial ServicesInsurance AgentField ExecutiveField SalesWalk 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 surrender