Insurance Advisor Job Vacancies in Puducherry

Designation: Branch HeadChannel: Agency Business PartnerKey Accountabilities(A collection of duties and/or responsibilities assigned) Will manage team of 6-7 AABM and ABM on-roleemployee Advisors and financial consultantAct as a mentor, coach for the team to drive Business/Sales TargetsEnhance FC earnings based on vintage.Focusing on advisor and FC retention.Focus on Customer retention.Generate sales leads through Financial Consultants and advisors by upselling and cross selling of productmixBring in best practices to offer excellent experience while onboarding customers.Maximize sales productivity of the team and achieve sales targetsResponsible for branch unit.Provide in-the-field support to direct reports by joining them on calls and providing coaching andfeedback based on performanceResponsible for capacity building at branch levelTo emphasize on talent retention and managing attritionTo maintain high morale and engagement levels of the teams by providing constructive feedback andfostering right environment.Cross sell and up sell HDFC Life Insurance products based on the life cycle needs of the customers and asdefined by the organization.To periodically review the progress of direct reports and suggest corrective measures, if anyProvides accurate forecasts, updates and requested reports to reporting managerAdhere to a proper business work ethic and create a similar expectation of direct reports/peersEnsure high quality and high persistency of business generated to support long-term profitability of thecompanyProvide feedback and suggestions on initiatives/ changes required in branch operations.Skills, Knowledge & QualificationsShould be a Graduate ( any discipline) with sales background5 to 7 years of work experience in sales with at least 3 years+ experience in Life Insurance.Demonstrate competence in management, networking, target marketing to specific prospectsExperience in training, managing, mentorin

Supervise and follow up with field officers to ensure completion of assigned tasks. Facilitate effective communication among team members through email correspondence and team meetings. Monitor and track pending claims to ensure timely resolution and closure. Demonstrate a strong understanding of insurance processes and policies to provide guidance and support to team members. Provide training and mentorship to field officers to enhance their knowledge and skills. Collaborate with other team leads and departments to streamline processes and improve overall efficiency. Serve as a point of contact for escalations and complex inquiries from field officers and clients. Analyse team performance metrics and implement strategies for improvement. Ensure compliance with company policies and regulations within the team.

Hiring for 20 Finance Advisor Jobs in Thalassery Kannur, Kerala,Kannur, Kerala,Mahe,Insurance Advisor,Insurance Agent, for Freshers,Required Educational Qualification is : Higher Secondary with Good knowledge in Insurance Advisor,Insurance Agent etc.

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 contact us or drop your cv's at mail mentionedREGARDS,SUKHPREET KAUR