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1.0 - 5.0 years
1 - 4 Lacs
Palakkad, Chengannur, Mavelikkara
Work from Office
Dear Job Aspirant, Greetings form Ageas Federal Life Insurance Job title :- Relationship Manager - Bancassurance. Location:-Thiruvananthapuram, Alappuzha, Kochi, Kottayam, Kozhikode, Palakkad. Job Description :- Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies. Channel Partner:- Federal Bank. Salary: Open for perfect candidate. Key Responsibilities:- Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation. Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate. Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document Adherence to company sales process and timely submission of various reports. Interested candidates can apply on hrsourcing13@ageasfederal.com
Posted 8 hours ago
3.0 - 6.0 years
5 - 6 Lacs
Gurugram
Work from Office
Tata AIA Life Insurance Company Ltd. is looking for Assistant Manager - Agency Business Associates to join our dynamic team and embark on a rewarding career journey An Assistant Manager is responsible for supporting the management of a department or business unit and ensuring that it operates efficiently and effectively Responsibilities of an Assistant Manager: The Assistant Manager is responsible for managing a team of employees Responsible for implementing policies and procedures to ensure that the department or business unit operates efficiently and effectively Responsible for providing regular reports Strong leadership, organizational, and communication skills
Posted 9 hours ago
7.0 - 12.0 years
9 - 14 Lacs
Hyderabad
Work from Office
Tata AIA Life Insurance Company Ltd. is looking for Manager - Agency Business Associates to join our dynamic team and embark on a rewarding career journey Team Leadership: Manage and lead a team of employees, providing direction, guidance, and support to achieve departmental or organizational goals Planning and Strategy: Develop strategic plans, set goals, and create action plans to accomplish business objectives Operations Management: Oversee day-to-day operations, ensuring efficient workflow, resource allocation, and adherence to policies and procedures Budgeting and Financial Management: Manage budgets, allocate resources, monitor expenses, and contribute to financial planning Performance Management: Set performance expectations, conduct performance evaluations, and provide coaching and feedback to team members Project Management: Plan, execute, and monitor projects, ensuring timely completion, quality, and alignment with objectives
Posted 9 hours ago
7.0 - 12.0 years
17 - 30 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4.Both IC as well as Team Management roles are available 5.High Value Cross-Sell Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered
Posted 10 hours ago
7.0 - 12.0 years
17 - 30 Lacs
Ahmedabad, Surat, Vadodara
Work from Office
1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4.Both IC as well as Team Management roles are available 5.High Value Cross-Sell Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered
Posted 10 hours ago
4.0 - 9.0 years
8 - 10 Lacs
Bengaluru
Work from Office
Leading Life Insurance is hiring for Cluster Manager in Banca Channel for Bangalore.CTC is Upto 10 LPA . Team Handling experience in Life insurance is mandatory Age - Upto 38 yrs candidates can share resumes on rh1.bwise@gmail.com on 9479746990
Posted 10 hours ago
6.0 - 11.0 years
16 - 20 Lacs
Hyderabad
Work from Office
The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide. Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you. Head of HR Advisory India Pune, Bangalore North or Hyderabad Vice President 1 Description This is an exciting opportunity for a Head of HR Advisory to lead the newly established HR Advisory team at Apex. The role holder will be a key member of the HR function, overseeing and leading the team of HR Advisors who manage key HR processes and provide advice and guidance to Line Managers. The role will be working closely with the HR Business Partnering team and the wider HR team and will need to develop relationships with key stakeholders. The role will be overseeing global HR activities and we are ideally looking for a candidate with previous experience supporting multiple counties across regions such as Europe, APAC or Americas. Job specification Responsibilities include, but are not limited to: Oversee and lead the HR Advisory team, providing guidance and support to ensure the effective delivery of HR processes such as flexible working, background screening escalations and performance improvement Ensure a consistent approach of all HR processing ensuring compliance with local legislation. Coach and develop HR Advisors to be proactive provide guidance to Line Managers following HR trigger events such as the performance management process to drive the implementation of performance improvement plans where required. Oversee the creation of standard operating procedures for key HR processes working with HRBPs to ensure compliance with local legislation. In collaboration with HRBPs, lead the development of Line Manager support materials based on business need and incoming queries. Support the wider HR team with projects as required. Skills Required: Experience in a management role within a HR Advisory or Business Partner capacity Confident providing advice and guidance to Senior Leadership and Line Managers Experience in developing HR policies and processes Exceptional organisational skills and the ability to effectively prioritise workloads Excellent verbal and written communication skills Ideally experience supporting multiple counties across regions such as Europe, APAC or Americas. What you will get in return: A genuinely unique opportunity to be part of an expanding large global business; Competitive remuneration commensurate with skills and experience; Training and development opportunities Additional information: We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit https://theapexgroup.com/csr-policy/ DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Posted 10 hours ago
1.0 - 6.0 years
2 - 6 Lacs
Bhubaneswar, Agartala
Work from Office
Any Sales or Field sales Experience candidate can apply Min 1 yr of experience in any sales/ LI, HI, GI or any Insurance sales Age Limit below 40yrs Urgently Hiring for Agency Interested directly contact +91 8918239473
Posted 11 hours ago
4.0 - 9.0 years
8 - 10 Lacs
Bengaluru
Work from Office
Hiring: Cluster Manager – Banca Location: Marathahalli & Jayanagar CTC:Up to 10 LPA Experience: 4–5 years in life insurance sales Team Handling: 1–2 years Channel: Banca Apply at: chetna.joshi@bwise.in Call/WhatsApp:** 7880298885
Posted 11 hours ago
2.0 - 4.0 years
3 - 4 Lacs
Kolkata
Work from Office
Urgently hiring for sr.bancassurance manager life Insurance and sales Insurance is must Age below 40 Interested candidates whatsapp 8918239473 Location- Howrah, Joynagar ,Namkhana, Kwakdip
Posted 12 hours ago
1.0 - 5.0 years
3 - 4 Lacs
Kochi, Ernakulam, Aluva
Work from Office
Hi, Greetings form Ageas Federal Life Insurance Job title :- Relationship Manager - Bancassurance. Location:-Kochi, Kollam, Mavelikara, Chengannur, Kottayam, Muvattupuzha, Irinjalakuda, Chalakudy, Kozhikode, Kannur, Malappuram, Wayanad. Job Description :- Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies. Channel Partner:- Federal Bank. Salary: Open for perfect candidate. Key Responsibilities:- Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation. Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate. Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document Adherence to company sales process and timely submission of various reports. Age Limit : up to 34 Qualification : Any Degree or Diploma 3 years. Interested candidates can apply on hrsourcing13@ageasfederal.com
Posted 13 hours ago
1.0 - 5.0 years
2 - 4 Lacs
Mehsana, Surat, Vadodara
Work from Office
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 6352870507 Required Candidate profile Any bachelor having min 6 months of experience in Sales & Marketing ,Banking, finance and Insurance - Fresher with Good communication skill can also apply Call/WhatsApp on 6352870507 Perks and benefits Medical Allowance's, petrol Allowances, PF
Posted 13 hours ago
7.0 - 12.0 years
17 - 30 Lacs
Pune, Delhi / NCR, Mumbai (All Areas)
Work from Office
1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4. Both IC as well as Team Management roles available 5.High Value Cross-Sell 6.B Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered
Posted 1 day ago
2.0 - 7.0 years
3 - 7 Lacs
Hoshiarpur, Meerut, Amritsar
Work from Office
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 Sale Life Insurance Product , Lead generation Bank Client Required Candidate profile Lead Generation Work Spearhead all lead generation initiative from the bank – whether through walk-in, data mining, referrals, etc.
Posted 1 day ago
1.0 - 3.0 years
3 Lacs
Shimoga, Bengaluru
Work from Office
Dear Aspirant, Chola MS General Insurance Company is hiring Bancassurance Sales Managers in BANGALORE & SHIVAMOGA location. Bangalore - Jayanagar | JP Nagar | Whitefield Role & responsibilities . Responsible for handling the given bank branches for branch operations. . Coordinate day to day activities with Channel Partners, Bank Employees, Bank Branches. . Service branch customers for any query. . Regular product training / refresher to the sales force of the branch. . Drive productivity by advising right insurance solutions. . Responsible for sourcing business, lead generations and improve market share. . Achieving the given sales target. Preferred candidate profile . Min 1 to 3 Years experience in any insurance sales role with a Bachelor Degree in any stream . Min 0.6 Months to 3 Years experience in insurance sales. Regards Christin Joseph HR Team, Chola MS General Insurance Company Ltd christinjoseph@cholamsispl.com 9483323576 | 8921395368
Posted 1 day ago
1.0 - 2.0 years
2 - 3 Lacs
Kota, Varanasi, Orai
Work from Office
Required Min 6 month sales experience in (Bfsi) Age upto 35 Location- Kota,Nasirabad,Udaipur,BADSHAHPUR,SOLAN,Jaipur 2,Banga, SHIVALA BAGH AMRITSAR,DWARKA,Gujranwala(Delhi),PUNJABI BAGH,Orai,Kanpur, AKBARPUR,Sultanpur,Vrindavan,Gorakhpur,Basti,
Posted 1 day ago
1.0 - 6.0 years
1 - 4 Lacs
Ahmedabad, Surat, Mumbai (All Areas)
Work from Office
Hello, Greetings from Kotak Life Insurance! Job location : Surat, Mumbai , Ahmedabad Interested candidates can share their resumes at " kli.devika-dikshit@kotak.com " Contact Person - 9833936084 Job description : Banca Channel Here is an excellent opportunity to get associated with the leading brand - The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. - Set and monitor clear objectives to achieve the agreed sales targets for the partners. - Help partners to generate and track leads, close sales. - Help partners to upsell and cross sell to customers basis need analysis - Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times. - Take regular feedback from partners and customers on satisfaction on selling process and products. - Review Sales plan of the partner and support their growth. - The employee will be on payroll of Kotak Life - Minimum 1 year of experience in Life Insurance
Posted 1 day ago
7.0 - 12.0 years
7 - 8 Lacs
Rajahmundry
Work from Office
Tata AIA Life Insurance Company Ltd. is looking for Manager - Agency Business Associates to join our dynamic team and embark on a rewarding career journey Team Leadership: Manage and lead a team of employees, providing direction, guidance, and support to achieve departmental or organizational goals Planning and Strategy: Develop strategic plans, set goals, and create action plans to accomplish business objectives Operations Management: Oversee day-to-day operations, ensuring efficient workflow, resource allocation, and adherence to policies and procedures Budgeting and Financial Management: Manage budgets, allocate resources, monitor expenses, and contribute to financial planning Performance Management: Set performance expectations, conduct performance evaluations, and provide coaching and feedback to team members Project Management: Plan, execute, and monitor projects, ensuring timely completion, quality, and alignment with objectives
Posted 1 day ago
1.0 - 3.0 years
2 - 5 Lacs
Mumbai, Mumbai Suburban, Thane
Work from Office
Urgent Vacancy Agency channel Designation:- Unit Manager Exp :- Min :-1-3 Year exp In life insurance sales, any sales exp , Banking sales, Casa sales, Agency sales Ctc- 5 LPA+2500 Travelling allowances per month +Incentive contact :- Hr 9325687615 Required Candidate profile Any sales Candidate, Life insurance, Health insurance, General insurance, Banking sales, Casa sales, Loan sales Agency, Direct, Banca, cross sales
Posted 1 day ago
2.0 - 7.0 years
2 - 5 Lacs
Gandhinagar, Ahmedabad, Vadodara
Work from Office
Establishing & strengthening relationship with the Bank Branch Manager to gain leads.Prospecting customers of the Bank & conducting Quick Need Analysis For More Details 7374848545- Neelam
Posted 1 day ago
0.0 - 3.0 years
1 - 2 Lacs
Gangawati, Sindhnur
Work from Office
Hiring for SALES OFFICER for Banca Channel-Life Insurance Locations : Karatagi,Sindhnoor ,Gangavathi Preferred candidate profile : Freshers are eligible Education: Any Graduate CTC Range : 2.75LPA If interested share your updated resume on 9032608694 OR email id : snehatalla@tminetwork.com
Posted 1 day ago
0.0 - 3.0 years
1 - 2 Lacs
Haveri, Davangere, Bagalkot
Work from Office
Hiring for the post of SALES OFFICER for Banca Channel-Life Insurance Locations : Davangere, Bagalkot, Haveri No of Position: 43 Preferred candidate profile : Freshers are eligible Education: Any Graduate CTC Range : 2.75LPA If interested share your updated resume on 9032608694 OR email id : snehatalla@tminetwork.com
Posted 1 day ago
0.0 - 2.0 years
2 - 3 Lacs
Mumbai, Mumbai Suburban, Navi Mumbai
Work from Office
Hey Folks , Greetings from TATA AIG General insurance company Ltd...!!! We are Hiring Relationship Manager - Bancassurance for in multiple location of Mumbai and Navi Mumbai . We are looking for Graduate and Post Graduate(MBA) Freshers. Key Accountabilities/ Responsibilities Responsible for Achieving overall Gross Written Premium • Team Management. • Channel Relationship Visit Branches • Conduct Meetings • Regular training of Bank employees regarding TAGIC Products. • To maintain Renewal of Business Timely follow up with the clients. • Tracking religiously in first week of every month. • Driving Bank for retention first • To maintain the hygiene • Proper QC and issuance of premium collected. • Proactive in handling claims. • Responsible for getting new Business. • New LOBs, New product customized for Banking products. Qualification :- Graduate & MBA Fresher Perks and Benefits: Travel Allowance + Lucrative Incentives If interested kindly apply or share CV on Ritikavikash.quesscorp@tataaig.com
Posted 1 day ago
1.0 - 6.0 years
2 - 6 Lacs
Kochi, Visakhapatnam, Hyderabad
Work from Office
Any Sales or Field sales Experience candidate can apply Min 1 yr of experience in any sales/ LI, HI, GI or any Insurance sales Age Limit below 40yrs Urgently Hiring for Agency / Banca /Direct Channel Interested directly contact +91 7013250022
Posted 1 day ago
1.0 - 5.0 years
2 - 4 Lacs
Bardhaman, Malda
Work from Office
Role & responsibilities Drive health insurance product sales through assigned Bank branch Build strong working relationships with Branch Managers, Personal Bankers, and RMs . Conduct daily branch visits , lead generation activities, and joint customer calls . Deliver product training sessions and motivate the Bank staff for lead generation. Achieve and exceed monthly and quarterly targets assigned by the company. Ensure all leads are tracked, followed up, and closed within defined timelines. Maintain 100% adherence to compliance, documentation, and IRDAI guidelines. Provide post-sale customer support and assist with queries or claim-related concerns. Submit daily activity reports, branch-wise MIS, and funnel updates to reporting manager. Preferred candidate profile Minimum 1 year of experience in bancassurance/insurance sales (health or life insurance preferred). Prior experience working with Bank or PSU bank is a strong advantage. Familiarity with the local market Excellent interpersonal and relationship-building skills. Field-oriented with strong ownership mindset and result orientation. Fluent in Bengali, Hindi, and Basic English. Education: Graduate in any stream
Posted 1 day ago
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The banca job market in India is currently thriving with numerous opportunities for job seekers looking to establish a career in the banking and financial sector. Banca roles involve working with banks to sell their financial products to customers, making it a lucrative and rewarding career path for individuals with strong sales and financial acumen.
Here are 5 major cities in India actively hiring for banca roles: - Mumbai - Delhi - Bangalore - Chennai - Kolkata
The salary range for banca professionals in India varies based on experience and location. Entry-level positions may start at around INR 3-5 lakhs per annum, while experienced professionals can earn upwards of INR 10-15 lakhs per annum.
A typical career path in banca roles may progress as follows: - Banca Sales Executive - Banca Sales Manager - Senior Banca Relationship Manager - Banca Team Leader - Banca Area Manager
In addition to sales and financial acumen, other skills that are often expected or helpful in banca roles include: - Strong communication skills - Relationship building - Knowledge of banking products and services - Analytical skills
Here are 25 interview questions for banca roles: - What is bancassurance? (basic) - How do you approach a potential customer to sell a financial product? (medium) - Can you explain the difference between life insurance and general insurance? (basic) - How do you handle objections from customers during a sales pitch? (medium) - What is your understanding of KYC norms in banking? (basic) - How do you stay updated with the latest financial products in the market? (basic) - Can you describe a successful sales strategy you have implemented in the past? (medium) - How do you prioritize your leads when managing a large customer base? (medium) - What is the importance of regulatory compliance in banking sales? (basic) - How do you handle customer complaints and escalations? (medium) - How do you ensure customer retention in the banking sector? (medium) - Can you explain the concept of cross-selling and upselling in banking? (basic) - How do you maintain confidentiality when dealing with customer information? (basic) - What motivates you to work in the banca sector? (basic) - How do you assess a customer's financial needs before recommending a product? (medium) - Can you discuss a challenging situation you faced in a previous banca role and how you resolved it? (medium) - What are the key factors you consider while setting sales targets for yourself? (medium) - How do you handle rejection in sales? (medium) - What role do digital channels play in banca sales? (basic) - How do you keep yourself motivated during tough sales periods? (medium) - Can you explain the importance of customer relationships in banca sales? (basic) - How do you ensure compliance with ethical standards in banca sales? (medium) - What is your understanding of the current trends in the Indian banking sector? (medium) - How do you handle competition in the banca market? (medium) - Can you discuss a time when you exceeded your sales targets and how you achieved it? (medium)
As you explore banca jobs in India, remember to showcase your skills and experience confidently during interviews. With the right preparation and a positive attitude, you can secure a successful career in the dynamic and rewarding field of banca. Good luck!
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