Mutual Funds Job Vacancies in Kochi

We seek a motivated and proactive insurance sales manager to join our team. The role involves driving new business by promoting and selling insurance products to prospective clients. Responsibilities: Developing an effective strategy to attract clients. Build a team in the open market. Building a strong relationship with the new and existing clients. Handling insurance policy renewals. Identify, recruit, and manage advisors/agents. Develops a base for long-term sources of clients. Explain various insurance policies and products to potential and existing clients, guiding them toward the best coverage. Requirements: 2+ years of work experience in any field sales area. Preferably a bachelors degree. Must be a local candidate. Driving and biking are mandatory. information contact here: +91 84888 33693 shraddha@tekpillar.com

Direct Responsibilities Acquire customers as per business plan Revenue Generation as per assigned Targets Acquire and upgrade knowledge on filling up KYC/new products/processes Update status of leads on Lead management system regularly Conduct sales promotion activities regularly Activation of clients Seek references from customers/prospects

Description Responsible for business target achievement through sale of life insurance products to customers of partner branched Responsible for branch activation & lead generator (LG) activation through regular engagement with partner branch staff. Conduct regular sales activities within branch and catchment areas to generate leads from territory. Maintain discipline & rigor of daily sales activities DSR & LMS input. Ensure adherence to end to end business process with in the specified timelines. Adhering to regulatory requirements & monitoring quality of business. Ensure timely resolution of queries and complaints, and controlling the instances of adverse customer experience.Skill & Knowledge required Should be presentable with good communication skills. Should be good at relationship building/management. Should have excellent communication, inter personal and managerial skills. Should have understanding of Insurance and related financial market products. Local navigation skills of Present city. Ability to work effectively in highly demanding and competitive environment.

1. Catering to the investment needs of clients by providing them research-based advicein MF, Insurance, PMS, equity & Structured Products offerings etc.2. Identify & acquire prospective HNI clients.3. Manage clients through regular meetings.Required Candidate profile:1. Mini. 4 yrs. exp. in handling Wealth Product Sales & managing / acquiring wealth & HNI clients.2. Candidate should be comfortable in individual role.Perks and benefits:1. Quarterly incentives2. Two times appraisal in a year

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.

Maintaining professional engagement levels consistently with the Channel Partner Leadership Teams (including Branch Head, Cluster Head, Circle Head, TPP team, etc.,) leading to minimal escalations and ensures service resolution within TAT and achieves business objectives. Accountable to drive Business Sales KPIs pertaining to Top-line, Market share, Product Mix, UpSell, SLG and 13th month Persistency and Control Attrition which means the TH is also accountable to drive overall 85% persistency, threshold level market share and a profitable product mix (Term share) in the mapped Territory. Develop the CSM/Sr. CSM skills (First Level Leadership - FLL) and ensure they manage their direct reportees (FLS) with apt/right engagements leading to low attrition and high productivity levels in the Territory. Invest time and efforts towards developing the FLL skills and competencies to ensure they manage their FLS fraternity efficiently and thereby leading to higher channel partner engagement and reduced attrition. Build ones own team through Referrals and ensure 100% manning overall for the month Accountable to ensure the 0-6 months FLS engagements are been done timely and aptly by the FLLs leading to FLSs on time probation success (includes conducting timely On-theJob training support by FLL). Ability to manage the multi-task activities pertaining to Sales Management Process, First Time Right on Login to Conversion, Org. initiatives, Contests, Personal & Business Hygiene, etc., are been efficiently driven and sustained in the Territory. Maintain collaborative approach with internal and external stakeholders and thereby fulfill business objectives seamlessly

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 & DUTIESTarget Achievement Drive sales and achieve targets through the bank branches Sales Support Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance. Ensure that all service Lead Generation Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals, etc.