Insurance Manager Job Vacancies in Uttar Pradesh

The Wealth Manager will be responsible for the promotion,development and handling of client relationships related to financialplanning, wealth management, tax planning.The capacity utilization of an SRM will be as follows:1. Acquisition of new client by moving into the market -60%2. Handling of portfolio and create new references from the client -30%3. In house training for operational and technical issues -10%KRA:-1. Manage Client Portfolio2. Create Leads Pipeline3. Arrange Participants for Events with the support of his Team4. Acquire Clients from Leads provided by System5. Stay Updated of Financial Market Events6. Understand Financial Planning, Wealth Management, Tax Planning

The role involves acquiring new customers, promoting financial products, and building long-term client relationships.Key Responsibilities and requirements :Acquire customers for demat accounts through direct/field sales.Drive sales of third-party products including Insurance, Mutual Funds, SIPs, and Loans.Engage with prospective customers to promote wealth management products.Leverage marketing campaigns to build and manage a strong prospect funnel.Minimum 1-10 years of sales experience from Banks, Fintechs, Broking, Financial Services, or Insurance industries.Strong understanding of financial markets and investment products.Comfortable with new client acquisition and field sales activities.Excellent communication, interpersonal, and negotiation skills.Target-driven, self-motivated, and able to work independently as well as in a team.

We are seeking a Unit Manager to oversee operations and ensure efficiency in our team located in Jhansi, India. The ideal candidate will have 1 to 2 years of experience and a graduate degree, demonstrating strong leadership skills and the ability to manage a dynamic work environment.The key responsibilities include:1. **Team Leadership**: Guide and motivate team members to achieve their performance targets while fostering a positive work atmosphere.2. **Operational Oversight**: Monitor daily operations, ensuring processes run smoothly and efficiently to meet unit goals and objectives.3. **Performance Analysis**: Regularly assess team performance metrics and provide constructive feedback to enhance productivity and address any issues that may arise.4. **Strategic Planning**: Collaborate with management to develop and implement effective strategies that align with business objectives and improve overall unit performance.5. **Communication**: Maintain clear and open communication with team members and other departments to facilitate collaboration and information sharing.The ideal candidate should possess strong leadership capabilities, excellent communication skills, and the ability to analyze and solve problems effectively. A commitment to fostering a team-oriented environment is essential, as is the ability to manage time effectively and adapt to changing priorities. Moreover, proficiency in computer applications and basic data analysis will be considered an asset.

Telesales Candidate Who Can Convince and Educate the Client About Solar's Importance, Its Future Comparison with other Market Competitor. Should have More Than 2 Years of Experience Required But Freshers are also Welcome.

We are seeking a motivated and results-oriented Insurance Sales Officer to join our team. This part-time position is perfect for individuals looking to work from home, with a focus on providing exceptional service to clients in Greater Noida.Key Responsibilities:1. **Client Engagement**: Connect with potential and existing clients to understand their insurance needs and provide suitable solutions. Establish strong relationships through effective communication.2. **Policy Promotion**: Actively promote various insurance products, explaining their benefits and features. Ensure clients are well-informed to make decisions that align with their needs.3. **Sales Generation**: Achieve sales targets by converting leads into successful sales. Use sales techniques to encourage clients to purchase or upgrade their insurance policies.4. **Documentation Management**: Assist clients in completing necessary paperwork and ensure all documentation is accurately processed. Maintain records of client interactions and sales activities.5. **Market Research**: Stay updated on market trends and competitor offerings to effectively position your sales approach. Gather feedback to improve service and product offerings.Required Skills and Expectations:Candidates should possess strong communication and interpersonal skills, enabling them to build rapport with clients. A proactive attitude towards sales and the ability to work independently are crucial. Basic computer skills and proficiency in using online tools for communication and sales tracking are expected. A passion for helping people and a willingness to learn will greatly enhance success in this role.

Business Development Manager - Cross sell insurance

Role OverviewTarini Insurance Brokers Pvt Ltd is looking for dynamic and result-oriented Sales Executives to promote insurance products, generate new business opportunities, and build strong client relationships. This role is ideal for individuals who are passionate about sales and want to grow in the insurance industry.Key Responsibilities Generate new leads and develop business opportunities Promote and sell insurance products to individuals and businesses Build and maintain strong relationships with clients Understand customer needs and recommend suitable insurance solutions Achieve monthly and quarterly sales targets Coordinate with internal teams for policy processing and servicingEligibility Graduate in any discipline 15 years of experience in Insurance / Banking / Financial Services / Sales Strong communication and negotiation skills Ability to build client relationships and close salesWhat We OfferCompetitive salary + attractive incentivesCareer growth opportunities in the insurance industryTraining and professional developmentSupportive and dynamic work environment Interested candidates can apply through LinkedIn or share their CV at nithish@tarini-insurance.com

Role & responsibilitiesClient Relationship Management: Proactively engage with HNI/UHNI clients to understand needs, provide ongoing advice, and maintain long-term relationships.Financial Planning & Risk Mitigation: Develop customized plans incorporating investment strategies, retirement planning, and tax-efficient structures.Insurance & Product Solutioning: Recommend suitable life insurance, investment products (ULIPs, mutual funds), and risk management products to align with client goals.Portfolio Monitoring: Regularly review client portfolios and rebalance them to match changing financial circumstances or market trends.Sales & Business Development: Acquire new clients through referrals and networking, and achieve assigned revenue and sales targets.

Seeking an experienced Sales Manager based in Lucknow, India. Responsible for leading a team of sales representatives, developing sales strategies, and achieving revenue targets. The ideal candidate will have 1-7 years of sales experience, a graduate degree, and strong leadership skills to drive sales growth and meet business objectives. Experience in managing a sales team, excellent communication skills, and a proven track record of meeting sales targets are essential for this role. The candidate should also be detail-oriented, customer-focused, and possess a deep understanding of the sales process. The ability to analyze market trends, identify opportunities for growth, and implement effective sales strategies is crucial. The Sales Manager will play a key role in driving revenue growth and building strong relationships with customers to ensure long-term success.

The Insurance Sales Manager will be responsible for leading a team to achieve sales targets in the life insurance sector. This role involves recruiting, and motivating sales agents to effectively sell insurance policies. The manager will also be responsible for developing sales strategies, managing customer relationships, and analyzing market trends to identify opportunities for growth.Key responsibilities include supervising a team of insurance sales agents, developing sales initiatives, overseeing the sales process from lead generation to policy issuance, collaborating with marketing to generate leads, and maintaining strong relationships with customers to ensure customer satisfaction and loyalty.Required skills include strong leadership abilities, excellent communication skills, proficiency in sales techniques, a solid understanding of the insurance industry, good organizational and time management skills, a results-driven mindset, and the ability to work well under pressure. The ideal candidate will have a degree in a relevant field and at least 1-3 years of experience in insurance sales.

New *Job openings* are available for you!! If you havent joined yet or are looking for another opportunity With New Salary, Open Positions:1 Telesales Officer (TSO)2 Business Development Officer (BDO)3 Team Leader Sales (TL

Senior Manager-Insurance (Commercial Line)Job description:About Insure InsightInsure Insight is a growing insurance consulting and solutions provider, specializing in simplifying commercial insurance processes for businesses. We focus on delivering customized risk management and insurance solutions across commercial and general insurance lines, ensuring transparency, efficiency, and client trust.Role OverviewThe Senior Manager Insurance (Commercial Lines) will lead backend operations for commercial line insurance products, ensuring seamless coordination between insurance companies, clients, and internal teams. This role requires thorough knowledge of general insurance processes, underwriting, strong operational management, and the ability to build trusted relationships with stakeholders.Key Responsibilities1. Commercial Line Operations: Manage end-to-end backend processes for commercial insurance policies including Fire, Marine, Liability, Engineering, Cyber and other corporate covers. Handle RFQ, policy issuance, endorsements, renewals with accuracy and timeliness. Ensure compliance with regulatory guidelines (IRDAI) and internal SOPs. Prepare and maintain MIS reports, dashboards, and trackers for commercial insurance portfolios.2. Coordination & Stakeholder Management: Act as a key liaison between Insure Insight, insurance companies and clients. Coordinate with insurers for policy negotiations, clarifications, claim intimation, and resolution. Support client servicing teams in addressing policy-related queries and ensuring smooth communication.3. General Insurance Operations: Oversee backend operations across motor, health, personal accident, and travel insurance lines. Monitor issuance of retail policies, endorsements, and renewals in line with client requirements. Ensure high standards of customer experience by minimizing delays and errors in policy servicing.4. Process Excellence & Compliance: Implement and refine operational workflows to improve efficiency and reduce turnaround time. Maintain updated knowledge of insurance products, underwriting practices, and regulatory changes. Drive adherence to compliance requirements, data accuracy, and audit readiness.5. Team Leadership & Development: Lead and mentor the backend operations team to achieve business objectives. Provide training on new products, processes, and regulatory updates. Foster a culture of accountability, quality, and client-first approach within the team.6. Strategic Contributions: Support business development and client acquisition by providing operational insights and feasibility checks. Contribute to the development of digital/automation tools to streamline insurance operations. Assist management in risk assessment, portfolio analysis, and strategic planning.Key Skills & Competencies Strong knowledge of commercial and general insurance lines, products, and processes. Excellent communication, coordination, and negotiation skills. Ability to manage multiple stakeholders and deliver under strict timelines. Analytical mindset with experience in data reporting and portfolio analysis. Team leadership, mentoring, and conflict resolution skills. High attention to detail with problem-solving ability.Qualifications & Experience Graduate/Postgraduate in Business/Finance/Insurance. Minimum 35 years of experience in general insurance operations, preferably in commercial lines. Exposure to working with insurers, and corporate clients. Certification (Licentiate/Associate from III) will be an added advantage.

ResponsibilitiesDevelop and implement strategic sales plans to achieve company objectives.Manage and nurture relationships with key distribution partners and channels.Identify new channel opportunities and drive the growth of existing channels.Collaborate with internal teams to provide effective support to channel partners.

Job Description:1. Acquisition of Point of sales persons/ Associates.2. Identify POS/ Associate's needs and suggest suitable insurance products/payout rates of different Insurers.3. Give Joint call support to all POSPs along with Direct Sales exposure4. Accountable for Business Targets individually in sync with POSPs acquisition / activation Target.5. Customer Relationship Management.6. Impart Product training to POSPs acquired by him.7. Take initiative to keep abreast of developments in products & services, company policies, procedures, sales process.Preferred Skill Set:1. Logical and analytical approach to sales2. Convincing power3. Knowledge of Life / General / Health insurance products.4. Relationship oriented approach and should possess high energy levels5. Client centric approach6. Analytical mind with solution providing approachQualification: GraduateKey Skills: Good communication skills Strong analytical skills Customer orientationFunctional Area: Sales

Key Responsibilities:Develop and maintain strong working relationships with bank branch staff.Drive insurance sales through the assigned bank branches.Identify cross-selling and upselling opportunities with bank customers.Conduct regular training sessions and joint sales calls with bank employees.Ensure compliance with internal and regulatory guidelines.Monitor and achieve sales targets as per the business plan.Resolve partner and customer queries in a timely manner.Report daily/weekly/monthly sales performance to the management.Work closely with internal teams for policy issuance, claims, and service support.

We are a fast-growing insurance partner company aligned with leading national motor insurance providers. We focus on delivering high-quality third-party and comprehensive motor insurance solutions across retail and corporate segments.

Identify and approach potential agents.Maintain daily activity reports and CRM updates.Assist agents in customer acquisition and policy closure.Arrange product knowledge sessions weekly.Required Candidate profile:- Minimum 2 Year Sales ExperienceMust be GraduateShould be LocalLast company Documents Mandatory (Offer & Relieving)Ready to do Hardcore SalesHR Hasmukh-9316023316M-hasmukh.sresthinfo@gmail.com

We are seeking a Senior Agency Manager in Jhansi, India, to lead our agency operations and drive business growth. The ideal candidate will have 1-2 years of experience and a graduate degree.Key Responsibilities:- **Agency Recruitment**: Identify and recruit talented agents to build a strong sales team. You will be responsible for training and mentoring new agents to ensure they meet performance standards.- **Sales Management**: Oversee sales activities and set targets to achieve business goals. This includes developing strategies to increase sales and monitoring agent performance regularly.- **Client Relationship Management**: Build and maintain strong relationships with clients. You will ensure that client needs are met and address any concerns promptly, fostering customer loyalty.- **Market Analysis**: Conduct market research to understand trends and competitor activities. Use this information to develop strategies that enhance our market position.- **Performance Reporting**: Prepare and present reports on sales performance and agent productivity. Regularly assess performance metrics to identify areas for improvement.Required Skills and Expectations:Candidates should possess excellent communication and interpersonal skills, enabling them to effectively lead a team and interact with clients. Strong analytical and problem-solving abilities are essential for developing effective strategies. A proactive approach to sales and customer service will be necessary to excel in this role. Work from the office is mandatory, and dedication to achieving results is expected.

You have to become an agent and sell insurance and fixed deposits through them.

Key Responsibilities:Build strong relationships with branch managers and banking staff of partner banks.Drive life insurance sales through the banca channel by motivating and training bank staff.Conduct regular meetings, presentations, and joint calls with bank employees.Achieve monthly and annual sales targets for life insurance products.Provide after-sales service and ensure high customer satisfaction.Ensure compliance with regulatory and organizational guidelines.Generate leads through bank walk-ins and convert them into successful closures.Coordinate with internal underwriting, operations, and support teams for policy issuance and customer service.

ear Candidates,We are hiring for a leading life insurance company.Requirement for 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: upto 4.0LPAAge: 24 to 38maxQualification: Min graduation is mandatory.Experience: Min 2 yrs in Sales (Any) and Marketing.Interested candidates Kindly call or WhatsApp your updated resume on 9759214468 and mail on Nikita.koli@assuredjob.in.Thanks &; RegardsNIKITA

To Manage agency network, drive sales growth.To Develop new business opportunities through partnerships with agencies.To Collaborate with field sales team on strategic planning.To develop Business from SalesTo provide Sales Support to your team.Candidate Profile2+ Year Experience in any Sales & Marketing field (BFSI)Graduation MustCTC: Fixed + Incentive (Performs basis)Good CommunicationLocal candidate applyAge 24 to 39

As the company works on advisory model, the Wealth Manager will be responsible for the promotion, development and handling of client relationships related to financial planning and wealth management.The capacity utilization of a WM will be as follow1. Marketing activities including moving into the market 60%2. Handling of portfolio including doing technical analysis- 30%3. Tax planning 10%

General Insurance Product Sales & Business Development: Proactively identify and pursue potential clients through networking, referrals, and lead generation. Understand client requirements and recommend suitable insurance products. Achieve monthly and quarterly sales targets.Customer Relationship Management: Build and maintain long-term relationships with clients to ensure repeat business and referrals. Educate corporate clients on insurance policies, coverage options, and benefits. Regularly follow up with clients to address queries and ensureProduct Knowledge: Stay updated on the latest GENERAL insurance products, industry trends, and regulatory changes. Provide clients with accurate and comprehensive product information.Documentation & Compliance: Assist clients with completing necessary paperwork and ensure accurate policy documentation. Ensure adherence to IRDAI regulations and company compliance policies.Collaboration: Work closely with the backend operations team for smooth policy issuance and claims management. Participate in team meetings, training sessions, and sales strategy planning.