Fresher Sales Manager Bancassurance Jobs

A Branch Relationship Manager (BRM) is a key role within banks, financial institutions, and service-based companies, responsible for maintaining and growing customer relationships at the branch level. They focus on ensuring excellent service, sales performance, and customer satisfaction, often acting as the face of the branch for many clients.Key Responsibilities:Customer Relationship Management:Build and maintain strong, long-term relationships with new and existing clients.Understand clients financial needs and offer appropriate products and services (e.g., loans, savings accounts, credit cards).Provide personalized services to enhance customer satisfaction and retention.Sales and Business Development:Identify and pursue new business opportunities to meet sales targets.Cross-sell and up-sell banking products (such as mortgages, insurance, or investment products).Achieve branch sales goals and KPIs by engaging with both individual and business clients.Client Onboarding and Account Management:Assist clients in opening new accounts, ensuring compliance with all legal and regulatory requirements.Guide clients through the process of applying for loans, mortgages, and other banking products.Monitor clients' account activities and provide ongoing advice as needed.Service Excellence:Address and resolve customer complaints and issues promptly and efficiently.Ensure clients receive the highest level of service during their interactions with the branch.Act as a liaison between customers and other bank departments to fulfill clients needs.Team Collaboration & Training:Work closely with branch staff, including tellers, customer service representatives, and other managers, to ensure smooth branch operations.Provide guidance and training to junior staff on customer service best practices.Help ensure team members meet their targets by providing insights and support.Operational and Compliance Tasks:Ensure that all transactions and activities comply with internal policies, regulatory requirements, and industry standards.Oversee the accurate documentation and processing of transactions.Maintain up-to-date knowledge of banking products and market trends.Reporting & Performance Monitoring:Track and report on branch performance, including sales figures, customer satisfaction, and other KPIs.Provide feedback to branch management regarding branch performance, opportunities, and challenges.Required Skills:Strong Communication Skills:Ability to communicate clearly and persuasively with clients and internal teams.Sales and Negotiation Skills:Proven ability to sell banking products and services, with a focus on customer needs.Comfort with negotiating terms and conditions with clients.Customer-Centric Mindset:Strong commitment to providing excellent customer service.Ability to build trust with clients and offer solutions tailored to their financial needs.Analytical Skills:Ability to assess clients' financial positions and recommend the right products or services.Strong attention to detail when handling accounts and financial data.Leadership and Teamwork:Ability to lead by example and support branch staff to meet shared goals.Collaboration with other departments (e.g., operations, marketing) to ensure comprehensive customer service.Problem-Solving:Quick thinking and problem-solving ability to resolve customer issues effectively.Technical Proficiency:Familiarity with banking software and CRM tools.Competence in using office tools such as MS Office and any relevant banking platforms.Qualifications & Experience:Educational Background: Typically requires a bachelors degree in business, finance, economics, or a related field.Experience: At least 2-3 years of experience in banking, finance, or customer relationship management. Previous experience as a relationship officer, sales officer, or personal banker is highly valued.Certifications: Some roles may require certifications in finance or banking.Work Environment:Branch Relationship Managers work at bank branches, and may be required to work flexible hours, including weekends, depending on branch hours.They often work in a team environment, reporting to the Branch Manager or Regional Manager.In summary, the role of a Branch Relationship Manager is crucial for driving business growth, ensuring customer satisfaction, and maintaining strong relationships with clients. The job requires a combination of sales, customer service, and leadership skills, along with the ability to meet sales targets and comply with regulatory guidelines.

Key Responsibilities:Drive insurance sales through assigned bank branches by building strong relationships with bank staff.Achieve monthly and quarterly sales targets for life/health/general insurance products.Train and motivate bank branch staff to generate leads and refer clients for insurance solutions.Conduct joint customer meetings with bank relationship managers to pitch relevant insurance offerings.Ensure timely follow-up with leads, proposal conversion, and policy issuance.Coordinate with underwriting, operations, and claims teams to provide seamless service to bank customers.Track daily performance, maintain MIS reports, and provide regular updates to senior management.Conduct product awareness campaigns and sales promotions at the branch level.Ensure compliance with IRDAI regulations and internal company policies during sales and documentation

Pnb Metlife Punjab National Bank Insurance Manager Financial Advisor

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.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/- Life Insurance.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.

Job descriptionUrgent Opening in MAX Life insurance company, we are looking candidates who have experience in life insurance/Banking sales.Female Candidates Required- with Good Stability (Vehicle Required)Position Name: Senior Officer (Direct Channel)Highest Qualification: Graduation/Post Graduate more preferable.Experience Required: 6 Months in life insurance sales/Banking sales/Vehicle is compulsory for this job role.JD for the AM role in MAX Life insurance company.JOB SUMMARYDirect customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR).KEY RESPONSIBILITIESService through relationship managementEstablishing and strengthening relationship with the allocated customer base.Ensure retention of in his/her allocated Book of Relations (existing customer database).Act as single point of contact for customers for any customer query/complaint.Identify financial goals of customers and providing financial planning assistance.Competition Analysis for giving professional advice to customerFix self appointments everyday from the given customer database as per the campaignSalesFocus on cross-sell & up-sell opportunity in allocated customers.Ensure successful completion of licensing as per MLI standardsMEASURES OF SUCCESS:TAT adherence for updating System - CRM NextSuccessful completion of cross-sell/ up-sell Business Goals month on monthCollection of payment/premium from 91-180 days due policiesComplaint Resolution /Customer satisfactionAchievement of Retention Targets.> 45 unique customer meetings in a monthMore than 90% attendance (of total working days)Successfully score >=80% in the Functional Trainings impartedDESIRED QUALIFICATIONS AND EXPERIENCEAssistant Manager - Customer Advisory Team:1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.Minimum 6 months exposure to Life.

Looking out for Candidate for Health Insurance Sales.We are hiring for Tata GIC and Aditya Birla Health Insurance for various sales positions in Agency, Direct, Bancassurance, Telesales across India.Salary Ranges from 2.5L to 4L. Great Incentive schemes and fast track promotions.Criteria- Graduate and age less than 30 years.People with 12th/HSC may be considered with deviation.

* travel within the assigned geography to meet channel partner teams and customers.* ability to meet the business targets (Top line, Persistency, Product mix) by collaborating with and driving channel partners.* accompany the channel partner teams on pre and post sales such as claim settlement.* We believe in technology driven sales and you will learn new technology/Mobility enhancements, to comply with the Sales Management Process.* Uphold organizational values in every action and ensure business ethics and integrity

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.Target 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

Need Freshers on Urgent basis ! Skills Preferred : 1. Sound knowledge about Life Insurance Sales.2.Good Communication and Interpersonal Skills3.Interest in banking sales / field sales4. High level of energy /should be sales drivenResponsibilities : 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.

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.

Key Responsibilities:Manage and lead sales teams across multiple branches within the assigned area or region.Develop and execute sales strategies to achieve area-wise sales targets for insurance or financial products.Recruit, train, mentor, and motivate sales executives and relationship officers to improve performance.Monitor daily, weekly, and monthly sales activities and ensure proper reporting and follow-up.Build strong relationships with key clients, channel partners, and stakeholders in the area.Analyze market trends, competitor activities, and customer feedback to optimize sales efforts.Coordinate with marketing and operations teams to support sales initiatives and customer service.Ensure compliance with regulatory guidelines and company policies across the area.Prepare regular sales reports and presentations for senior management.

Key Responsibilities:Manage and nurture relationships with high-net-worth or preferred clients to ensure long-term loyalty and satisfaction.Understand clients financial goals and provide personalized insurance and investment solutions accordingly.Proactively identify opportunities for cross-selling and upselling relevant products such as life insurance, health plans, and investment options.Serve as the primary point of contact for preferred clients, addressing their queries and resolving issues promptly.Coordinate with internal teams (underwriting, claims, operations) to ensure seamless service delivery.Monitor client portfolios regularly and provide timely reviews and recommendations.Organize client engagement activities, events, and communication to strengthen relationships.Achieve or exceed sales and retention targets for the preferred client segment.Ensure compliance with regulatory standards and company policies throughout the client lifecycle.Maintain accurate records of client interactions and transactions in CRM systems.

Key Responsibilities:Acquire and manage corporate clients for group insurance products (group health, life, accident, etc.).Build and maintain strong relationships with HR heads, finance teams, and decision-makers in corporates.Identify client needs and provide tailored insurance solutions aligned with their employee benefit strategies.Ensure timely renewals, endorsements, and servicing of group policies.Coordinate with internal departments (underwriting, claims, operations) for seamless policy issuance and support.Address and resolve client queries, escalations, and claim-related concerns effectively.Maintain regular follow-ups and documentation in CRM systems.Stay updated on market trends, competitor offerings, and regulatory updates.Meet revenue targets through upselling, cross-selling, and client retention strategies.