POSITION : Executive Sales Manager / Business Development Manager DEPARTMENT : Agency Sales Purpose of the Job: To plan and achieve business targets in the area productivity, new premium, persistency, agent activisation etc. Take responsibility for scanning the market for emerging opportunities. To devise and implement sales strategy To promote productivity of the field force. To promote a customer centric culture among both staff and field force. Job Profile Key Responsibilities: Responsible for quality team development and playing important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activisation : To Manage productivity and activization 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. Qualification / Experience: GRADUATE IN ANY FIELD Essential Knowledge / Skill Sets: Communication in English, Hindi & other Regional Language (Local candidate will be preferred) Keen to work in a highly competitive environment Right attitude & never say- die mind-set Achieving the given sales targets 3 Years Sales Experience is required

1. Sales (just and example) Responsible to drive business through sales manager/Insurance consultants and to ensure branch meet its monthly/quarterly & annual business targets. Help, assist and guide sales managers & Insurance consultants to procure necessary business. Training & Development of Sales Managers & Insurance Consultant to ensure sales team in fully equipped with Company products, compensation, market/industry updates. Plan and execute activities/strategies which can improve business. Responsible for constant recruitment of Insurance Consultant by coordinating with Sales Managers. Ensure Sales Managers budget is full filled and everyone achieves goal sheet. 2. Sales review Monitor and review the sales performance on daily/weekly/Fortnightly/Monthly basis. Regular IC/SM meeting to understand hits and misses at appropriate frequency. Daily call monitoring of Sales Managers and doing joint calls for smooth execution of business. 3. Support & Service To ensure all support/service is rendered to the customer by coordinating with HO/Regional departments and maintain fair & good relationship with the customers. Responsible to implement new changes/process implementing by the organization to the team. Ensure customer complaints/grievance are addressed. 4. Team Building Ensure Sales Managers budget is full filled by coordinating with HR. Ensure team members achieve their goal sheet and support them for career development. Facilitating constant rewards & recognition for team members. 1. MAJOR CHALLENGES (Challenges faced on an on-going basis in carrying out the job) Attrition of Sales Managers New Sales Manager recruitments. 2. DECISIONS (Key decisions taken by job holder at his/her end) FOS and IC recruitment 3. INTERACTIONS (Key working relationships a job holder needs to have INSIDE and OUTSIDE the company to accomplish the job) Internal Clients Roles you need to interact with inside the organization to enable success in your day to day work Operations: To ensure policy servicing and Customer Grievances. Human Resources: For Recruitment support, Employee hygiene issues. Training: For new joinee induction/Product Training to ICs & Sales Managers. Sales Admin- For IC competition benefits. Underwriting : For issuances of cases Role & responsibilities

1. Sales (just and example) Responsible to drive business through sales manager/Insurance consultants and to ensure branch meet its monthly/quarterly & annual business targets. Help, assist and guide sales managers & Insurance consultants to procure necessary business. Training & Development of Sales Managers & Insurance Consultant to ensure sales team in fully equipped with Company products, compensation, market/industry updates. Plan and execute activities/strategies which can improve business. Responsible for constant recruitment of Insurance Consultant by coordinating with Sales Managers. Ensure Sales Managers budget is full filled and everyone achieves goal sheet. 2. Sales review Monitor and review the sales performance on daily/weekly/Fortnightly/Monthly basis. Regular IC/SM meeting to understand hits and misses at appropriate frequency. Daily call monitoring of Sales Managers and doing joint calls for smooth execution of business. 3. Support & Service To ensure all support/service is rendered to the customer by coordinating with HO/Regional departments and maintain fair & good relationship with the customers. Responsible to implement new changes/process implementing by the organization to the team. Ensure customer complaints/grievance are addressed. 4. Team Building Ensure Sales Managers budget is full filled by coordinating with HR. Ensure team members achieve their goal sheet and support them for career development. Facilitating constant rewards & recognition for team members. Role & responsibilities Regards Amrapali Jadhav

PRINCIPAL ACCOUNTABILITIES: - Fixed Income Dealing Responsible for dealing in various fixed income instruments like G-Sec, SDL, Corporate Bonds, CP/CDs etc. Execute orders in compliance with both internal and external (regulatory) requirements in a timely and accurate manner and executed at best possible prices Ensure smooth settlement of executed orders Co-ordinate with different parties (internal and external) to achieve desirable results including settlement of orders Track domestic and global flows in debt market and share/discuss the analysis of the same with the team regularly Send key government / corporate bond trade details to the team regularly Use recorded telephone/dealing lines for confirming/executing deals Ensure cash availability and sale-ability of stock before executing the deal Tracking of debt market Track new ideas (short term trading opportunities / core holding) and discussing the same on regular basis with FI team Alert FI team on important events, developments that impact fund performance Conduct regular analysis of primary auctions/OMO and give feedback to the team Maintain weekly tracker for rates, small saving rates, debt mutual funds flows, liquidity in the system Contribution to Fund Performance Contribution to fixed income fund performance by way of: Generation of trade ideas Good trade execution Primary and secondary debt deals database & department MIS Maintain database of domestic and external bonds trades data, spread, OIS levels, yield curve Highlight weekly primary issuance in the market, spread movements Share MIS of key portfolio, products, AOP estimate, profit & loss data Other department level contribution Contribute in regular administrative/ procedural/ housekeeping work as required Assistance on sales / marketing related presentations Assistance on preparing documentation of broker management, handling audit queries, regulatory related queries etc

PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) Sales • Prepare detailed plans and achieve defined sales targets in the Annual Operating Plan (AOP) for IM in defined geography. • Define and cascade various targets to the TMs and below as per the AOP • To build a robust and profitable distribution network of IMs, IC’s and Posp’s. • To build a Roadmap to plan, achieve his target and expand by achieving his Monthly, Quarterly, Half Yearly and Annual targets in various parameters like Manpower, NB premium, product mix, persistency, IM ,IC & Posp’s Hiring and Activisation, club up gradation etc and business quality. • To implement sales strategy and ensure productivity of the field force through strong monitoring mechanisms Sales Review • Periodically conduct reviews with own team to monitor progress on set objectives, track deviations and provide recommendations on course correction to ensure achievement on each parameters. • Monitor and review the MIS to track achievement against set KRAs and parameters. • Analyze patterns to detect potential frauds, involve risk team as required. Business Quality • To ensure compliance and business quality as per the guidelines of the organization • Manage multiple business levers cross to ensure desired quality and quantity of business Market Intelligence • Gather market and competitor intelligence on sales and growth to assess external impact on own vertical and direct counter-action planning to achieve defined objectives. • Know Your Market to devise strategies for deeper market penetration and improved market share by using our strength over Competition. Support & Service To ensure all support/service is rendered to the customer by coordinating with HO/Regional departments and maintain fair & good relationship with the customers. Responsible to implement new changes/process implementing by the organization to the team. Ensure customer complaints/grievance are addressed. Team Building • Hiring and retaining talents for working in Life Insurance business • Participate in selection process to identify the right talent for positions within the function Set objectives, conduct reviews and close appraisal processes for the team as per timelines • Ensure team members achieve their goal sheet and support them for career development. • Facilitating constant rewards & recognition for team members. • Ensure team members complete their training Mandays.Role & responsibilities Regards Amrapali Jadhav

PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) Sales • Prepare detailed plans and achieve defined sales targets in the Annual Operating Plan (AOP) for IM in defined geography. • Define and cascade various targets to the TMs and below as per the AOP • To build a robust and profitable distribution network of IM’s, IC’s and Posp’s. • To build a Roadmap to plan, achieve his target and expand by achieving his Monthly, Quarterly, Half Yearly and Annual targets in various parameters like Manpower, NB premium, product mix, persistency, IM ,IC & Posp’s Hiring and Activisation, club up gradation etc and business quality. • To implement sales strategy and ensure productivity of the field force through strong monitoring mechanisms Sales Review • Periodically conduct reviews with own team to monitor progress on set objectives, track deviations and provide recommendations on course correction to ensure achievement on each parameters. • Monitor and review the MIS to track achievement against set KRAs and parameters. • Analyze patterns to detect potential frauds, involve risk team as required. Business Quality • To ensure compliance and business quality as per the guidelines of the organization • Manage multiple business levers cross to ensure desired quality and quantity of business Market Intelligence • Gather market and competitor intelligence on sales and growth to assess external impact on own vertical and direct counter-action planning to achieve defined objectives. • Know Your Market to devise strategies for deeper market penetration and improved market share by using our strength over Competition. Support & Service To ensure all support/service is rendered to the customer by coordinating with HO/Regional departments and maintain fair & good relationship with the customers. Responsible to implement new changes/process implementing by the organization to the team. Ensure customer complaints/grievance are addressed. Team Building • Hiring and retaining talents for working in Life Insurance business • Participate in selection process to identify the right talent for positions within the function Set objectives, conduct reviews and close appraisal processes for the team as per timelines • Ensure team members achieve their goal sheet and support them for career development. • Facilitating constant rewards & recognition for team members. • Ensure team members complete their training Mandays.Role & responsibilities Regards Amrapali Jadhav

PRINCIPAL ACCOUNTABILITIES: - 1. HNI Customer Management Develop and maintain strong relationships with HNI clients. Provide personalized financial advice and solutions to meet the unique needs of HNI customers. Ensure high levels of customer satisfaction and retention. 2. Cross-Selling Identify opportunities to cross-sell life insurance products and other financial services. Engage with existing customers to understand their evolving needs and recommend suitable products. Achieve cross-sell targets and contribute to the overall sales objectives 3. Corporate Worksite Activity Facilitate corporate worksite activities to generate footfall and new customer leads. Conduct presentations and workshops to educate corporate employees about insurance products and benefits. Convert corporate worksite leads into new customers by effectively communicating the value proposition of Bajaj Life Insurance products. 4. Sales and Business Development Develop and implement strategies to achieve sales targets and business growth. Monitor market trends and competitor activities to identify new opportunities. Prepare and present sales reports and forecasts to management. 5. Customer Service: Address customer inquiries and resolve issues promptly and professionally. Ensure compliance with all regulatory and company policies in customer interactions. Maintain accurate and up-to-date customer records and documentation.

Role & responsibilities 1. Professional who will be able to pitch the product to the existing customers for the bank on the basis of their income categorically. 2. Creating leads for the Managers and LI Sales Preferred candidate profile 1. Graduates 2. Good communication skills with fluency in Bengali, English and Hindi. 3. Polished Personality.

Role & responsibilities Preferred candidate profile

Role & responsibilities 1. Responsible for quality team development and playing important role in expanding the market. 2. Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. 3. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. 4. Achieving goal sheet & contest achievement on weekly basis Preferred candidate profile 1. Communication in English, Hindi & other Regional Language (Local candidate will be preferred) 2. Keen to work in a highly competitive environment. 3. Demonstrated ability to understand customer/partner issues and navigate to an appropriate resolution leveraging business knowledge and technical aptitude. 4. Age Limit- 25years Benefits 1.Lucrative Incentives 2. Medical Insurance

1. Sales (just and example) Responsible to drive business through sales manager/Insurance consultants and to ensure branch meet its monthly/quarterly & annual business targets. Help, assist and guide sales managers & Insurance consultants to procure necessary business. Training & Development of Sales Managers & Insurance Consultant to ensure sales team in fully equipped with Company products, compensation, market/industry updates. Plan and execute activities/strategies which can improve business. Responsible for constant recruitment of Insurance Consultant by coordinating with Sales Managers. Ensure Sales Managers budget is full filled and everyone achieves goal sheet. 2. Sales review Monitor and review the sales performance on daily/weekly/Fortnightly/Monthly basis. Regular IC/SM meeting to understand hits and misses at appropriate frequency. Daily call monitoring of Sales Managers and doing joint calls for smooth execution of business. 3. Support & Service To ensure all support/service is rendered to the customer by coordinating with HO/Regional departments and maintain fair & good relationship with the customers. Responsible to implement new changes/process implementing by the organization to the team. Ensure customer complaints/grievance are addressed. 4. Team Building Ensure Sales Managers budget is full filled by coordinating with HR. Ensure team members achieve their goal sheet and support them for career development. Facilitating constant rewards & recognition for team members. Regards Amrapali Jadhav

Role & responsibilities To build cordial working relation with bank staff at all levels. To work with staff of bank partners to identify potential banking customers with financial protection needs. To provide professional insurance advice to customers of our bank partners. To provide after sales service to the successful cases. Coordinate work between the bank and the company if any. Advice and coach sales techniques to banks employees at the assigned branches. To be involved in activities of the bank partners, including joining the bank meeting, visiting to bank customersetc. To perform other tasks assigned. Preferred candidate profile 1-3 years sales related experience. Fresh graduated and/or the Last year students with outgoing personality are also encouraged to apply. Understand the basic of Computer literacy Be able to communicate in English will be added advantage. Be able to communicate, present and interact with others. Highly self-motivation and strong commitment to work in sales role. Be able to work flexible hours.

Roles and Responsibilities Manage relationships with existing clients to identify their financial goals and provide tailored insurance solutions. Develop new business opportunities through direct channel sales, field sales, and marketing efforts. Identify cross-selling opportunities for other products within the organization's portfolio. Meet or exceed monthly targets for policy issuance, premium collection, and customer acquisition. Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.

Roles and Responsibilities Responsible for target achievement of Life Insurance. Acquire, build & maintain strategic relationships with clients sources, develops & analyses customer needs to establish a client centric business environment, proposes and implements solution. Cross sales, try to up sells and timely renewal of clients insurance requirements Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Optimal use of given lead on daily basis & Achieving cost efficient operation. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Desired Candidate Profile 1-4 years of experience in insurance sales or related field (preferably). Strong understanding of life insurance products and services. Excellent communication, negotiation, and interpersonal skills. Ability to work independently with minimal supervision while meeting deadlines. Candidate who is interested in field sales.

PRINCIPAL ACCOUNTABILITIES: - Grievance Investigations Conducting investigation by coordinating with customer as well as distributor for grievance investigation and resolution Report Preparation Creating an investigation report for consequence management as well as closure of customer grievance Root Cause Analysis Analysis of the grievances and create a channel level grievance mitigation steps Identifying Process Gaps, RCA & fixing Handling of Customer Escalations, Grievances, Emails and Feedback with best appropriate resolution in accordance with the laid down guidelines Coordination and follow up with key stakeholders for end to end clearance of cases and closures • Transaction processing in the ambit of the role Work on automation/analysis on new system requirements Tracking and validation with required MIS/Dashboard Closely work with UAT and Data Quality team members to ensure all developments are in sync with business requirements Manage all assigned responsibilities other than MIS/BA 100% Compliance to all internal, external and regulatory processes, guidelines and norms Responsibility, Ownership and Customer Centricity to ensure timely closures with minimalistic supervision Fungibility to contribute to various other Operational requirements for the team goals

1. Sales (just and example) Responsible to drive business through sales manager/Insurance consultants and to ensure branch meet its monthly/quarterly & annual business targets. Help, assist and guide sales managers & Insurance consultants to procure necessary business. Training & Development of Sales Managers & Insurance Consultant to ensure sales team in fully equipped with Company products, compensation, market/industry updates. Plan and execute activities/strategies which can improve business. Responsible for constant recruitment of Insurance Consultant by coordinating with Sales Managers. Ensure Sales Managers budget is full filled and everyone achieves goal sheet. 2. Sales review Monitor and review the sales performance on daily/weekly/Fortnightly/Monthly basis. Regular IC/SM meeting to understand hits and misses at appropriate frequency. Daily call monitoring of Sales Managers and doing joint calls for smooth execution of business. 3. Support & Service To ensure all support/service is rendered to the customer by coordinating with HO/Regional departments and maintain fair & good relationship with the customers. Responsible to implement new changes/process implementing by the organization to the team. Ensure customer complaints/grievance are addressed. 4. Team Building Ensure Sales Managers budget is full filled by coordinating with HR. Ensure team members achieve their goal sheet and support them for career development. Facilitating constant rewards & recognition for team members. Role & responsibilities Preferred candidate profile

Roles and Responsibilities Responsible for target achievement of Life Insurance. Acquire, build & maintain strategic relationships with clients sources, develops & analyses customer needs to establish a client centric business environment, proposes and implements solution. Cross sales, try to up sells and timely renewal of clients insurance requirements Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Optimal use of given lead on daily basis & Achieving cost efficient operation. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Desired Candidate Profile 1-4 years of experience in insurance sales or related field (preferably). Strong understanding of life insurance products and services. Excellent communication, negotiation, and interpersonal skills. Ability to work independently with minimal supervision while meeting deadlines. Candidate who is interested in field sales.

Roles and Responsibilities Responsible for target achievement of Life Insurance. Acquire, build & maintain strategic relationships with clients sources, develops & analyses customer needs to establish a client centric business environment, proposes and implements solution. Cross sales, try to up sells and timely renewal of clients insurance requirements Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Optimal use of given lead on daily basis & Achieving cost efficient operation. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Desired Candidate Profile 1-4 years of experience in insurance sales or related field (preferably). Strong understanding of life insurance products and services. Excellent communication, negotiation, and interpersonal skills. Ability to work independently with minimal supervision while meeting deadlines. Candidate who is interested in field sales.

Responsibilities: Manage distribution network & recruit agents. Develop agency strategy & execute plans. Lead sales growth through life insurance products. Oversee tied channel partnerships.

Roles and Responsibilities Manage relationships with existing clients to identify their financial goals and provide personalized solutions. Identify new business opportunities through direct marketing efforts, leveraging sales skills to acquire new customers. Develop strong understanding of life insurance products and services to effectively communicate value proposition to clients. Fresher preferred graduate and above -2024 & 2025 Pass outs.