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5.0 - 10.0 years

8 - 12 Lacs

Navi Mumbai

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Roles and Responsibilities Manage a team of Bancassurance professionals to achieve sales targets and expand the company's presence in the banking sector. Develop and implement effective strategies for cross-selling life insurance products through partnerships with banks. Build strong relationships with key stakeholders, including bank officials, customers, and internal teams to drive business growth. Analyze market trends, competitor activity, and customer needs to identify opportunities for upselling and cross-selling. Ensure compliance with regulatory requirements and maintain high standards of service quality.

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9.0 - 14.0 years

9 - 13 Lacs

Hyderabad, Bengaluru

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Role Details: Designation: Circle Manager Channel: Likely Bank assurance or Direct Team Handling: Minimum of 10 members Age Limit: Below 40 years Strong leadership and team management skills required Candidates must have prior experience in life insurance sales.

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1.0 - 6.0 years

0 - 3 Lacs

Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)

Hybrid

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We have Urgent requirements in our company HDFC Life Insurance : Bancassurance - IDFC FIRST BANK Requirements for Sales development Manager, Corporate Agency Manager And Sr.Corporate Agency Manager in HDFC Life Insurance company. Roles and Responsibility : Manage and nurture relationships with existing clients remotely. Provide tailored financial solutions to meet clients' needs and goals. Drive sales of banking and financial products through virtual channels. Conduct regular check-ins and reviews with clients to monitor their financial health Requirements - -Graduate candidates Required-Min 6 months or 1year of BFSI sales experience required-Good communication skills-Excellent sales skills-Target oriented candidate required Job Location : All Over Mumbai

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5.0 - 10.0 years

6 - 9 Lacs

Siliguri

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Drive partner sales team activation & lead generator (LG) activation through regular engagement with partner branch staff Reviews & Governance 1.Ensuring discipline & rigor of daily sales activities, DSR & LMS input. 2. Regular review & tracking of team performance. 3. Building team capability through regular training interventions Research & Analysis 1.To organize sales campaign, product launches and conduct training at partner branches. 2.Ensuring adherence to end to end business process with in the specified timelines. 3.Adhering to regulatory requirements & monitoring quality of business. 4.Ensuring timey resolution of queries and complaints, and controlling the instances of adverse customer experience 4. MAJOR CHALLENGES (Challenges faced on an on-going basis in carrying out the job) Ensuring adherence to end to end business process with in the specified timelines. Timely delivery of business requirements Controlling the instances of adverse customer experience 5. DECISIONS (Key decisions taken by job holder at his/her end) Following decisions are taken by the role: To organize sales campaign, product launches and Conduct training at partner branches. Adhering to regulatory requirements & monitoring quality of business 6. 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

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1.0 - 4.0 years

3 - 4 Lacs

Kolhapur, Nashik, Pune

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Key Account Manager - Yes Bank Branch Banking Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations Location : Pune,, Nasik, Kolhapur & Ahmadnagar Perks & Benefits - Fixed Pay ,Petrol Allowance & Incentives

Posted 7 hours ago

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1.0 - 3.0 years

2 - 3 Lacs

Khairatabad, Husnabad, Bobbili

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Immediate joiners required Min 1yr Life insurance sales experience required(life,general,bfsi) Age upto-35 Any graduate Ctc+travelling allowance+Incentives based on performance Interested candidate contact-6369423324

Posted 8 hours ago

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1.0 - 3.0 years

2 - 4 Lacs

Kolhapur, Nashik, Pune

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Urgent Opening Banca channel Designation :- Relationship Manager Exp :- Min 1-3 Year exp In life Insurance Health Insurance, General Insurance, Bfsi sales, Banking Sales Ctc ;- 4.5 lPA+Attractive Incentive Contact Person :- Hr Prajakta 9325687615 Required Candidate profile Life insurance, Health Insurance, General Insurance, Banking sales, Any field sales, Bfsi sales, Casa Sales,Cross sales Agency sales, Banca sales, Direct sales, Any insurance sales exp candidate

Posted 9 hours ago

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8.0 - 10.0 years

8 - 11 Lacs

Ludhiana

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8 10 years in Life Insurance Sales - Banca channel, Minimum qualification is Graduate. Should have team management experience of 3 to 4 years, good in communication, articulation, and presentation skills

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0.0 - 5.0 years

2 - 4 Lacs

Thane, Navi Mumbai, Mumbai (All Areas)

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Greetings from Kotak Life Insurance!! We are Currently hiring For a Relationship Manager In our Direct Marketing Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.krunali-kini@kotak.com or call on 9975341093 Location: Ahmedabad, Surat, Mumbai - Andheri, Thane. Role & 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 and profitability goals establish by the Direct-Sales Management - Keep database current and accurate with: target customer, current customer and future customer - Ensuring that business targets are met month on month - Working on pre-fixed appointments. Preferred candidate profile Perks and Benefits Qualification - Any Graduate Perks and benefits - High Earning potential through Incentives as well as BDAs (business Development Allowance) - Defined Career Growth path - Fast track promotion on completion of Goal Sheet - Regular Skill enhancement programs These is 100% Field Sales work

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1.0 - 3.0 years

2 - 5 Lacs

South Goa, Panaji, Sindhudurg

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Urgent Required Agency channel Designation :- AM/ADM/Sr,AM/RM Exp :- Min 1-3 Year exp In life insurance, Health Insurance , general Insurance , Bfsi sales, Any sales exp CTC :- 5.5 Lpa+incentive Contact :- HR Prajakta 9325687615 Required Candidate profile Life insurance, Health Insurance, General Insurance, Banking sales, Any field sales, Bfsi sales, Casa Sales,Cross sales Agency sales, Banca sales, Direct sales, Any insurance sales exp candidate

Posted 11 hours ago

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1.0 - 4.0 years

3 - 5 Lacs

Chiplun, Ratnagiri, Pune

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urgent Vacancy Banca channel Exp :- Min 1-3 year exp in Life insurance , Health insurance , Any sales exp , Any Banking sales exp, Banca sales Age up to : - 38 ctc: - 5.5 Lpa+incentive +Travelling Allowances contact : -Hr Prajakta 9325687615 Required Candidate profile Any Banking sales , Credit card sales, Casa sales, Cross sales, Life insurance sales, Any Insurance sales exp candidate apply

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8.0 - 10.0 years

8 - 12 Lacs

Lucknow

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8 10 years in Life Insurance Sales - Banca channel, Minimum qualification is Graduate. Should have team management experience of 3 to 4 years, good in communication, articulation, and presentation skills

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1.0 - 3.0 years

2 - 3 Lacs

Nashik, Pune, Nanded

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urgent Vacancy Banca channel Exp :- Min 1-3 year exp in Life insurance , Health insurance , Any sales exp , Any Banking sales exp, Banca sales Age up to : - 38 ctc: - 3.5 Lpa+incentive +Travelling Allowances contact : -Hr Prajakta 9325687615 Required Candidate profile Any Banking sales , Credit card sales, Casa sales, Cross sales, Life insurance sales, Any Insurance sales exp candidate apply

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0.0 - 3.0 years

0 - 2 Lacs

Ahmedabad

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Job description Roles and Responsibilities. Demat Account Sales To source the business via allotted bank branches. Key focus areas Acquiring broking clients (primarily on line) • Activating clients for trading post acquisition • Greet and Re-direct customers to the appropriate counters based on their service needs. Providing clients with Demo & handhold to initiate trading activities after account opening. Maintain a list of FAQ by customers and proactively seek clarification . Promote Demat & Trading account. Selling of third party products. Required Candidate profile Desired Candidate Profile:- - Minimum qualification : Graduation. Age not more than 29 Years. Should have keen interest in sales and marketing. ********************************************************************************************************************** Interested Candidates can directly send their CVs to abhinav.raj@sbicapsec.com.

Posted 12 hours ago

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1.0 - 6.0 years

2 - 4 Lacs

Surat

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Job description Greetings from HDFC Life Job Role - Corporate Agency Manager Exp : 1 yr to 6 yrs Salary - 2.50Lpa - 4Lpa Locations - Surat Channel - Bancassurance (Branch Banking) Mandatory - Good Knowledge of Life Insurance & Communication Skill Job Description - The BAM (Banca Manager) at HDFC Life is responsible for leading a team of managers, driving sales targets, and ensuring the successful implementation of business strategies, achieve sales objectives, maintain customer relationships, and ensure compliance with company policies. The role demands strong leadership, excellent communication, and a results-driven approach to achieve growth and profitability in the assigned region. Interested candidates can call or share there resumes on 9327760225 or on bhakti.bhatt@hdfclife.com Regards, HR Bhakti Bhatt HDFC Life

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1.0 - 6.0 years

1 - 2 Lacs

Lalpur

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Front Line Sales Bancassurance Channel Are you good at building rewarding professional relationships? If yes, then this is the right job for you. As a Front Line Sales employee in Bancassurance channel, you will network with assigned channel partner teams to build win-win business relationship and ensure high performance by selling life insurance products. What are we looking for? Integrity and passion to perform are the two most important traits that will define your success in this role. In addition, good verbal & written communication and ability to influence are a must. What does the job entail? It is a field job. You will have to travel within the assigned location to meet channel partner teams and customers. You will be evaluated on your ability to meet the business targets (Top line, Persistency, Product mix) by collaborating with and driving channel partners. You will also accompany the channel partner teams on pre and post sales such as claim settlement. HDFC Life believes in technology driven sales and you will learn new technology/Mobility enhancements, to comply with the Sales Management Process. As a business professional you will uphold organizational values in every action and ensure business ethics and integrity. You are expected to be compliant to regulatory and statutory regulations. About the channel Bancassurance is the largest sales channel of HDFC Life which includes selling life insurance through Bancassurance partners like HDFC Bank With its vision to be the highest performing Bancassurance channel in the industry, the team has its presence in 400+ locations in the country Essential conditions Age: 21 38 years Education: Graduation in any stream Minimum Sales Experience: 6 months to 4 years Please connect with HR representative for further requirements

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2.0 - 7.0 years

2 - 5 Lacs

Kolkata

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Virtual Relationship Manager Contact : Ganesa Subramanian Number / Whatsapp : 8056659888 (Whatsapp only) Whatsapp your cv -mention VRM Priority Kolkata., All the Best ! About OCC: The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Business to achieve and exceed dial targets through effective use of communication skills. The Axis Outbound Contact Channel will work and focus on a new age technology which will provide the customer with a new and unique banking experience in terms of customer service.Outbound Contact Centre envisages to provide a differential customer experience. About the Role Virtual relationship managers are responsible for Cross Selling (assets) business of the bank by exploring business opportunities from existing customers of the Bank. Digital RM is situated in the Outbound Contact Centre and are responsible for selling Loan products and services to customers based on their needs. They are responsible for handling queries to ensure customer satisfaction. Key Responsibilities., The following to be carried through remote digital media viz. phone call, email:Work within the RM Hub to cater the service needs of NRI Customers.The Digital RM to achieve the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to him/her.The Digital RMs to provide premium customer service delivery to his/her mapped NRIportfolio.The Digital RMs to work on CASA deepening and NTB lead generation.Digital RMs to also assist in providing NDIAS services.Client Outreach - Manage the NRI portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs.Revenue Targets - Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products.Technical Skills- Effectively utilizes all applications, tools, and databases used to process transparent end to- end client support. Proficient with systems related to Banking transactions and services.Controls- Strictly adheres to internal control policies. Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations.Customer Service and Sales - Up selling, cross- selling, providing regular market information and updates to the customers. Extremely efficient servicing of requests to create a superior customer experience. Act as the Single Point of Contact for customer s Banking Requirements. Qualifications Optimal qualification for success on the job is: Graduate or Post graduate from a recognized institution. 2- 5 yearsrelevant role/ BFSI sector. Role Proficiencies: For successful execution of the job, a candidate should possess the following: Good communication skills in both English and local language. Excellent lead generation and conversion skill. Ability to handle pressure and meet deadlines. Ability to successfully work as a part of a team. High sales orientation to meet the sales targets consistently. Strong willingness to work in Relationship Management; Banking operations and products including investment products Prior experience in Sales. Knowledge of Mutual Fund, Life insurance, General insurance, PMS and structure products. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department. AboutAxis Incorporated in 1994, Axis Bank is one of Indias most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool.The Bank has a young & engaged workforce of over 60,000 employees, with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way. Role & responsibilities Preferred candidate profile Perks and benefits

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1.0 - 5.0 years

2 - 5 Lacs

Mumbai Suburban, Thane, Mumbai (All Areas)

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Urgent Hiring Alert - Bajaj Allianz L2 Inside Sales | HNI Clients | Life Insurance Position: Sales Advisor ( CSR on paper ) Experience: Min 1 Year in BPO/Insurance Sales Qualification: Graduate Salary: 17,000 24,000 CTC Role Highlights: * Connect with HNI Clients for Life Insurance Sales * Inside Sales Role No Field Work! * Strong knowledge of Insurance / Stocks / Mutual Funds / Investments is a BIG plus! We need 3 candidates URGENTLY! Immediate Joining Preferred! Share relevant profiles ASAP! Let’s close this super opportunity together! How to Apply:- To schedule your interview kindly share your resume/ call at HR Neha :- 9168991284

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1.0 - 6.0 years

2 - 4 Lacs

Mumbai, Nashik, Mumbai (All Areas)

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Openings for Banca channel -Sourcing Business from assigned Canara Bank -Handling walk in customers & leads provided by the bank -Promote the Canara HSBC Life Insurance sales candidate can Apply/share/Refer their CV at 8767546566 Required Candidate profile -Any Graduate with min 1 year of Life Insurance sales experience in Bancassurance /Banca channel/Branch Banking/Broca/NBFC Channel with life insurance sales experience can Apply Perks and benefits Incentives + allowances +Fast-track promotion

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1.0 - 6.0 years

2 - 4 Lacs

Valsad, Vapi, Mehsana

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Openings for Banca channel -Sourcing Business from assigned Canara Bank -Handling walk in customers & leads provided by the bank -Promote the Canara HSBC Life Insurance sales candidate can Apply/share/Refer their CV at 8767546566 Required Candidate profile -Any Graduate with min 1 year of Life Insurance sales experience in Bancassurance /Banca channel/Branch Banking/Broca/NBFC Channel with life insurance sales experience can Apply Perks and benefits Incentives + allowances +Fast-track promotion

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1.0 - 6.0 years

2 - 4 Lacs

Kolkata, Bongaon, Canning

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Openings for Banca channel -Sourcing Business from assigned Canara Bank -Handling walk in customers & leads provided by the bank -Promote the Canara HSBC Life Insurance sales candidate can Apply/share/Refer their CV at 8767546566 Required Candidate profile -Any Graduate with min 1 year of Life Insurance sales experience in Bancassurance /Banca channel/Branch Banking/Broca/NBFC Channel with life insurance sales experience can Apply Perks and benefits Incentives + allowances +Fast-track promotion

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1.0 - 6.0 years

2 - 4 Lacs

Noamundi, Daudnagar, Munger

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Openings for Banca channel -Sourcing Business from assigned Canara Bank -Handling walk in customers & leads provided by the bank -Promote the Canara HSBC Life Insurance sales candidate can Apply/share/Refer their CV at 8767546566 Required Candidate profile -Any Graduate with min 1 year of Life Insurance sales experience in Bancassurance /Banca channel/Branch Banking/Broca/NBFC Channel with life insurance sales experience can Apply Perks and benefits Incentives + allowances +Fast-track promotion

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1.0 - 6.0 years

2 - 4 Lacs

Hapur, Saharanpur, Meerut

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Openings for Banca channel -Sourcing Business from assigned Canara Bank -Handling walk in customers & leads provided by the bank -Promote the Canara HSBC Life Insurance sales candidate can Apply/share/Refer their CV at 8767546566 Required Candidate profile -Any Graduate with min 1 year of Life Insurance sales experience in Bancassurance /Banca channel/Branch Banking/Broca/NBFC Channel with life insurance sales experience can Apply Perks and benefits Incentives + allowances +Fast-track promotion

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0.0 - 3.0 years

2 - 3 Lacs

Medak, Hyderabad, Zahirabad

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Greetings from SBI Securities Ltd !! We are looking for Relationship Officer - Demat & Trading A/c for our Retail Sales vertical. Role & responsibilities To source the business via allotted bank branches. Key focus areas acquiring broking clients (primarily on line). Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross sell other products as directed time to time. Providing clients with Demo & handhold to initiate trading activities after account opening. Should have hands-on experience and knowledge of General Insurance and Demat Sales will be preferable. This position will be on payroll of SBICAP Securities Ltd on fixed term contract which will be renewable annually as per performance and company norms. Preferred candidate profile Experience:- Fresher also can apply who is passed out in the year 2020 /2021/2022/2023/2024 Qualification:- Graduation/Post Graduation Age Criteria:- Below 28 Years Perks and benefits Fresher- 2.50 LPA ( CTC ) Experienced (only form NBFC/BFSI/Banking)- Up to 3 LPA based on current salary and experience. * Incentives are paid subject to performance as per applicable slabs. if you would like to explore the opportunity kindly walk-in at the below address and whats app your resume to 9666028640 SBI CAP SECURUTIES LIMITED 2nd Floor, Kamadhenu Building, Rockdale Compound, Somajiguda, Hyderabad 500082. next to Eenadu Building Khairtabad

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1.0 - 5.0 years

3 - 5 Lacs

Hyderabad, Chennai, Bengaluru

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Candidate must be a graduate Min 1 Year Life insurance & BFSI Sales Experience Build a Good Relationship With Bank RM Sell life insurance to walk-in customers Must be a graduate and have a bike Candidates Can Call @HR Ankita 9101286673

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Exploring Banca Sales Jobs in India

Banca sales jobs in India are on the rise with the increasing demand for financial products and services. This sector offers a wide range of opportunities for job seekers looking to build a career in sales within the banking and financial services industry.

Top Hiring Locations in India

  1. Mumbai
  2. Delhi
  3. Bangalore
  4. Chennai
  5. Kolkata

Average Salary Range

The average salary range for banca sales professionals in India varies based on experience levels. Entry-level positions may start at around INR 3-4 lakhs per annum, while experienced professionals can earn upwards of INR 10 lakhs per annum.

Career Path

A typical career path in banca sales may involve starting as a Sales Executive, progressing to a Relationship Manager, then moving on to become a Team Leader or Sales Manager, and eventually reaching the position of a Regional Sales Head or Vice President.

Related Skills

In addition to strong sales and communication skills, banca sales professionals are often expected to have knowledge in areas such as financial products, customer relationship management, market research, and negotiation.

Interview Questions

  • What is banca sales and how does it differ from traditional sales? (basic)
  • Can you explain the different types of bancassurance products available in the market? (medium)
  • How do you approach building and maintaining relationships with clients in banca sales? (medium)
  • What strategies would you implement to meet and exceed sales targets in a competitive market? (advanced)
  • How do you handle objections from customers during the sales process? (basic)
  • Can you share an example of a successful sales pitch you delivered in the past? (medium)
  • What metrics do you consider important in evaluating the performance of a banca sales team? (advanced)
  • How do you stay updated with the latest trends and developments in the financial services industry? (basic)
  • Describe a challenging situation you faced in banca sales and how you overcame it. (medium)
  • How do you ensure compliance with regulatory requirements in banca sales? (medium)
  • What role do technological tools play in enhancing banca sales processes? (medium)
  • How do you prioritize and manage your sales pipeline effectively? (basic)
  • Can you discuss a time when you had to collaborate with other departments to achieve a sales goal? (medium)
  • How do you handle rejection and setbacks in a sales-driven role like banca sales? (basic)
  • What motivates you to succeed in banca sales, and how do you maintain your motivation over time? (basic)
  • Can you outline a strategic plan for expanding the client base of a banca sales team? (advanced)
  • How do you approach cross-selling and upselling opportunities in banca sales? (medium)
  • What are the key components of a successful sales presentation in the banca sales domain? (medium)
  • How do you assess the needs and preferences of individual customers to tailor your sales approach? (basic)
  • Can you discuss a time when you had to handle a dissatisfied customer in banca sales? (medium)
  • How do you ensure ethical practices in sales interactions with customers? (basic)
  • What role does market research play in developing effective sales strategies in banca sales? (medium)
  • How do you adapt your sales techniques to different market segments and customer profiles? (medium)
  • Can you share your experience with managing a high-performing sales team in the banca sales sector? (advanced)

Closing Remark

As you explore opportunities in the banca sales job market in India, remember to showcase your skills, experience, and enthusiasm for the role during the interview process. With the right preparation and confidence, you can set yourself up for a successful career in banca sales. Good luck!

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