Lineup Manpower Solutions Pvt Ltd

Kolkata, West Bengal

Roles and Responsibilities Tracking, Follow Ups through telephonic calls & Direct Visits for the collection of Renewal premiums from Customer. Verification of New Business Insurance Proposals Handing queries from Customers, Salesperson and Agents. Retention of Customers from Surrendering / Cancelling the Policies Verification and Processing Customer / Agent Servicing Requests & Claims Creation of reference leads from Walk In Customers Receipting, Reconciliation of premiums through cheque / Cash /Card payments Coordination with collection agent / bank to deposit of Cash / Cheque premiums at Bank. Data Enrichment and instant adoption-80% of all eligible customer walk-ins To ensure process compliance and adherence at the branch Manage day-to-day branch administration including housekeeping, maintenance, asset control, discipline, andpayroll. Handling Branch Admin, Audits related activities. Operational co-ordination with other functional departments

Canara HSBC Life InsuranceDesignation- Executive Business Development OfficerSalary- upto 5LPA+ Incentive Job DescriptionJob Description: Relationship Officer-Direct Distribution 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 Local Candidate are preferredIndustry Insurance (Any Channel) but willing to work in Direct Distribution Banking, Broking/ Equity Market Other: Sales Background and matching Job Specification criteria

Reliance Nippon Life Insurance !!CTC - Range Upto to 5 lacsRoles and Responsibilities 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 NormsWhats in it for you: High earning potential through incentives Defined Career Growth path Fast Track promotion on completion of Goal Sheet Regular Skill Enhancement programThis is a 100% field sales profile

Reliance Nippon Life Insurance !!Designation : Relationship ManagerRoles and Responsibilities 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 NormsWhats in it for you: High earning potential through incentives Defined Career Growth path Fast Track promotion on completion of Goal Sheet Regular Skill Enhancement programCTC - Range from 1.50 lacs to 5 lacsThis is a 100% field sales profile

Canara HSBC Life Insurance Banca Channel.JOB DESCRIPTION:jointly with Bancassurance channel partner to ensure CHL achieves its business aspiration in line with the AOP Targets Customer Retention) as stated in individual objective setting sheets. Support channel partner in delivering higher levels of productivity andfacilitate the process of Submission to Issuance within mutually agreed timelines. Protect customer & CHL interests by ensuringprocesses/systems in-use; comply with regulatory & internal guidelines. Effectively manage channel partner expectations & improve thequality of Relationship Management to build a mutually benefiting model. Key responsibilities of the job holder are: Business Development Execution Implementation of Sales & Customer Retention Strategies Relationship Management. The said role requires the Job Holder to2balance Customer Servicing activity along with Sales Acquisition, while ensuring the necessary growth as per AOP coupled with HighestPersistency.PRINCIPAL ACCOUNTABILITIES: KEY ACTIVITIES AND DECISION-MAKING AREAS: To Achieve channel wise targets (New & Customer Retention) To Achieve desired Branch & LBS Activation targets. To Create a healthy Product Mix with traditional >50% To Create a healthy pool of lead generators across branchesTYPICAL TARGET AND MEASURES: Achieve new business premium as per AOP targets rolled out by SSBD and defined SFM Achieve Traditional Product Mix target Achieve Customer Retention targets for the portfolio Achieve targets as prescribed for Branch/LBS activation for bank Ensure timely PFR reporting and NIL PIR pending Achieve defined metrics as per Sales Force Management process/guidelinesCUSTOMERS/STAKEHOLDERS: Provide support to BM/LBS at the ground level. Make joint Field calls and motivate them to achieve targets. Provide support and training for timely Submission, Pendency, and Issuance management. Conceptualize and implement local Business.

Company Name : Reliance Nippon Life InsuranceDesignation : Relationship Manager - DIRECT SALES TEAMCTC - Upto 4 lacsRoles and Responsibilities 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, LeadUtilization 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

Company Name : Reliance Nippon Life Insurance Company LimitedDesignation - ARDM - (Agency Recruitment & Development Manager)Proposed CTC - Upto 4 lacs p.a.Location- As allotted to themSpecific Responsibilities-Execution of sales strategy Increase market reach and penetration through market segmentation. Seek new customers and increase sales.Responsible for recruitment and management of Agents - Identify, recruit and manage advisor from the respective region.Train and motivate advisors to provide a better understanding of market/products.Monitor and review agents performance. Help them achieve maximum business.Meet customer on a regular basis for achieving standards.Key Performance Indicators -Agent RecruitmentAgent productivity Agent ActivisationProduct mixBusiness MixPersistency

Company Name : Reliance Nippon Life Insurance Company LimitedDesignation - ARDM - (Agency Recruitment & Development Manager)Proposed CTC - 2.40 lacs to 4 lacs p.a.Location- As allotted to themSpecific Responsibilities-Execution of sales strategy Increase market reach and penetration through market segmentation. Seek new customers and increase sales.Responsible for recruitment and management of Agents - Identify, recruit and manage advisor from the respective region.Train and motivate advisors to provide a better understanding of market/products.Monitor and review agents performance. Help them achieve maximum business.Meet customer on a regular basis for achieving standards.Key Performance Indicators -Agent RecruitmentAgent productivity Agent ActivisationProduct mixBusiness MixPersistency

Company Name : Reliance Nippon Life Insurance Company LimitedDesignation - ARDM - (Agency Recruitment & Development Manager)Specific Responsibilities-Execution of sales strategy , Increase market reach and penetration through marketsegmentation. Seek new customers and increase salesResponsible for recruitment and management of Agents - Identify, recruit and manage advisorsfrom the respective regionTrain and motivate advisors to provide a better understanding of market/productsMonitor and review agents, performance. Help them achieve maximum businessMeet customer on a regular basis for achieving standards

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)

Planning & Implementing all the marketing, sales and customer carerelated activities for the branch. Segmentation of markets & customer profiling to acquire goodcustomers and achieve the targets. Recruitment, training, coaching and motivation of employees &advisors for achieving productivity norms. Manage the productivity of the field force. Monitor and review their performance and take corrective actions Tracking of competitive activities and analysis of the same Accountable for overall profitability of the branches Ensure compliance of the branch on audits and regulatory standards Manage operating costs and supervise day to day branch expenses Supervision and administration of the branch Leverage technology for control on Input & output expectation

Specific Responsibilities : - Execution of sales strategy Increase market reach and penetration through marketsegmentation. Seek new customers and increase sales Responsible for recruitment and management of Agents - Identify, recruit and manage advisorsfrom the respective region Train and motivate advisors to provide a better understanding of market/products Monitor and review agents performance. Help them achieve maximum business Meet customer on a regular basis for achieving standardsKey Performance Indicators : Agent Recruitment Agent productivity Agent Activisation Product mix Business Mix Persistency