Insurance Manager Job Vacancies in Siliguri

We are seeking a dedicated Wealth Advisor to join our team in Siliguri, India. This role is ideal for individuals with 2 to 5 years of experience in finance or investment services.nnAs a Wealth Advisor, you will guide clients in managing their financial assets and investments. You will work closely with them to develop personalized strategies that align with their financial goals.nnKey Responsibilities:nn1. Client Consultation: Meet with clients to understand their financial objectives, risk tolerance, and investment goals. Build strong relationships to foster trust and loyalty.nn2. Investment Strategy Development: Create tailored investment plans that suit individual client profiles, incorporating various investment products and services.nn3. Market Research: Stay updated on market trends, economic news, and financial products to provide informed advice to clients.nn4. Performance Monitoring: Regularly review and assess clients' portfolios, making necessary adjustments to optimize performance and meet changing needs.nn5. Compliance and Reporting: Ensure all financial practices adhere to regulatory standards, and provide clients with accurate reports and documentation.nnRequired Skills and Expectations:nnCandidates should hold a graduate degree and possess strong communication skills to effectively convey complex financial ideas to clients. A solid understanding of investment principles and financial markets is essential. You should be proactive, detail-oriented, and capable of working in a team-oriented environment. The ability to build lasting client relationships is crucial for success in this role.

Responsibilities of candidates includes: Creating and engaging team to do insurance business. Good knowledge for insurance sales. Improving strong business relationships with associates. Contributing to meeting sales targets. Providing sales strategies, feedback, and marketing plans. Identifying opportunities for greater profits. Designing and implementing effective marketing strategies to sell new insurance contracts.

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.

Dear Candidate ,We hiring for Business Development Manager ProfileRequirement for a energetic and diligent Managers for Life Insurance Company-Identify ; Recruit potential Insurance Advisors-Drive business targets through Advisors-Coach advisors for higher productivity, prepare strategy ; achieve targetCTC : up to 3.45LPA+ good incentivesRequirements: min 2yrs in sales and marketingQualification: min graduation is mandatory.Regards,Jyoti

Greetings for the Day!There is urgent hiring for Relationship Manager- Sales profile for a leading Insurance company. Position Title: Relationship ManagerJob Location: Kolkata / Siliguri in West Bengal & Allahabad / Varanasi in UPTravel: Within StateRoles & Responsibilities: Recruit insurance Point of Sale Person (POS) from allotted area and strategic alliance concluded by head office who would represent company and sell motor Insurance and other products in the market. Training the POS on products and sales to meet business targets. Fix customer appointments and visit potential customers for new business in order to achieve desired monthly Goal. Make the customer understand about the various benefits available in the plan & check whether it meets with the customers' requirements. Self-sourcing of customer leads from own natural market to sell Life Insurance products.Customer Leads when provided are to be called and fix appointments for sales visit and convert the lead to sales. Cross-sell/Up-sell products. Assuring that the business targets are met as per goal sheet given. Fix customer appointments and visit potential customers for new business. Manage and monitor monthly renewal base and achieve the renewal retention MOMCriteria Required: Education Qualification: Graduate any stream / Male. Experience of at least 2 years of General Insurance sales or BFSI sales. Local resident for some time should have natural market in that location. Own/drive 2-Wheeler/4-Wheeler is must in order to meet potential clients/channels regularly and OWN laptop.Thanks & RegardsNeha PrasadSr. Consultant

Purpose of Role: The primary responsibility of the RM/ Sr. RM is to sell insurance policies by generating leads though retail distribution model and serving existing customers or leads that received from the channel apart from sourcing business. Convert leads and generate business through leads shared by the organization. Visit potential customers for New Business Grow existing accounts and develop new accounts in order to meet sales & profitability goals establish by the Direct Sales Management Ensure that business targets are met month on month He/she should be able to offer customized insurance solution to the customers for all their financial needs. Ensure all Training modules laid by L&D department are attended & certifications obtained. Direct selling to the customers via appointments (office/Home Visits) Ensure the leads/appointments allocated are attended & reverted within TAT. Ensure self-sourcing Targets are achieved ensure business reporting, MIS on sales call, Lead Utilization and conversion are updated & maintained daily. Ensure that MIS/Reporting Formats are maintained/updated on a regular basis Be an insurance solution provider for our customers Educate the Customer about the company/channel Customer Servicing Ensure strict adherence to Human Resource NormsDecision Scope: To provide correct and complete information on products to all customers that will help transparency and smooth sale of the business. This will ensure that the channel will remain competitive and successful.CTC we can offer is between 2.2 5 Lac depending upon relevant experience and suitability (Maximum no of candidates would be hired between 2.2-4 Lac CTC, for highly experienced/performers, we can go up to 5 L)

Candidate having experience in agency channel from Life & Health Insurance will be preferredJD 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

Hiring for 100 Agency Sales Manager Jobs in Kolkata,Siliguri,Shillong East Khasi Hills,Darjeeling,Contai,Haldia,Howrah,Barasat Kolkata,Asansol with minimum 1 Year Experience,Required Educational Qualification is : Other Bachelor Degree with Good knowledge in Recruitment,Business Development,Key Account Management,Team Handling, Business Communication Skills etc.

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 requiredLife 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.

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.

Number of Customer meeting per day Delivery of Minimum business guarantee Creating Leads through campaigns /Cold calling Documentation, logins & Issuance tracking. Lead / Feedback / Referral Updating on LMS Meeting Business targets: Achievement of Business plan Customer servicing/ RenewalsJob Specification Should have good local Network Should have sound knowledge of Financial Industry Good communication: English/ Hindi /Regional Language Local Candidates are preferred

We are seeking a motivated and dedicated Relationship Manager Wealth to join our team in Siliguri. In this role, you will be responsible for managing client relationships and providing tailored wealth management solutions.Key Responsibilities:1. Client Engagement: Develop and maintain strong relationships with clients, understanding their financial needs and objectives to offer suitable wealth management services.2. Portfolio Management: Assist clients in creating and managing investment portfolios, ensuring they align with their financial goals and risk tolerance.3. Market Research: Stay updated on market trends and financial products, providing clients with insightful recommendations based on thorough analysis.4. Compliance: Ensure that all client interactions and transactions comply with regulatory requirements and internal policies, safeguarding both the clients' and the company's interests.Required Skills and Expectations:Candidates should have 1 to 4 years of relevant experience in wealth management or financial services. A graduate degree is necessary for this position. Strong communication and interpersonal skills are essential for effectively engaging with clients and understanding their needs. Candidates must demonstrate a solid understanding of financial products, investment strategies, and market dynamics. A proactive approach to problem-solving and the ability to work collaboratively in a team environment are also important for success in this role. The position requires commitment and a willingness to work from the office, ensuring constant availability for client meetings and interactions.