Company Information Finhaat a tech enabled platform for the distribution of financial products and services to the aspirational, emerging Indians. Our journey started with the belief that all individuals should be equipped to manage their financial health with ease and confidence. This will be possible only when they have an easy access to solutions that are in line with their financial goals. Suraksha Protection from Financial Shocks Suvidha Easy access to curated financial services Samriddhi Trusted Partner for overall financial prosperity Finhaat has been created as a marketplace for financial services distribution that seeks to connect the customer to the solution provider through an innovative financial service distribution model. Finhaat gives the right individual an environment of immense growth depending on its capability and performance. Job Description Job Title: Relationship Manager Qualification: Bachelor's degree Experience: 1- 3 Years Past experience of working on the Agency channel/PoSP network is preferred. Location: Mumbai, Delhi, Patna Domain: General Insurance/Life Insurance/Health Insurance We have an urgent requirement of a Relationship Manager, in our Retail Insurance department. Responsibilities: Relationship Management with channel partners. Manage, Recruit and develop the team of POSP and Channel Partner. Managing and delivering revenue targets set by the company on a monthly and quarterly basis. Coordinating with the corporate office, sales support and relevant teams for all intermediaries and client related issues. Doing joint calls with the partners and Advisors to generate and help them to achieve their monthly numbers. Business generation through POSP, Channel Partner and Direct Client. Developing and implementing strategies to grow the business and POSP network. Creating agency distribution (POSP) for the company. Build long-term relations with POSP by understanding their requirements as well as their client needs and providing the best possible product and solutions. Interact and engage periodically with POSP and Channel Partners for both existing and potential business opportunities. Ensure adherence to all rules and norms. Actively involved in leg work for best representation of a deal to the underwriter for getting the best quote. Proactively plan for peak dates of renewal and prioritize service-related aspects. Skills Required for this role: - Strong communication and Negotiation skills - People Skills - Puts the needs of the client first. - Product Knowledge - Interpersonal Skills - Good Customer Service - Persistence - Problem Solving

Role & responsibilities Recruiting and Managing team of financial advisors/agents. Managing the complete life cycle of financial advisors/agents e.g., Meeting and interacting with them on regular basis Training the financial advisors/agents on our app for servicing their customers in most efficient and effective manner Driving partners for higher productivity and focus on renewals and ensuring that focus is not diluted. Achievement of Monthly/Quarterly/Yearly targets as assigned by the manager/organization from time to time. Understanding and aligning with company's policies and ensure full compliance. Maintaining the highest level of business hygiene. Identifying new approaches to enhance reach and generate more sales in the assigned region. Working on distribution of Motor, Life & health Insurance etc and products as and when introduced by the organization. Preferred candidate profile Education - Full time HSC or Diploma or Graduation. Experience - 1+ year of experience in Sales and BD Perks and benefits In-depth understanding of business context. Understanding of Insurance and Financial products is an added advantage.

Job Title: Relationship Manager – Retail Insurance Qualification: Bachelor's/Master’s degree Experience: 1-2 Years Location: Mumbai Responsibilities: We are seeking a highly motivated and competitive Insurance Sales Representative to join our team and drive the expansion of our business. Your primary responsibility will be to proactively seek out and acquire new clients, understanding their specific insurance needs and offering tailored solutions. By building strong relationships, your aim will be to facilitate business growth and enhance our firm’s reputation in the market. • Manage and develop frontline Sales • Contacting potential clients and creating rapport by networking, cold calling, using referrals etc • Appraising the wishes and demands of business or individual customers and selling the suitable protection plans • Managing and delivering revenue target set by the company on monthly and quarterly basis. • Collect information from clients on their risk profiles in order to offer them the proper solution • Retain continuous awareness of transactions, sales and terms and keep relative records • Coordinating with corporate office and relevant teams for all client related issue. - Creating agency distribution (POSP) for the company. • Ensuring compliance & control, following the process and providing high customer service to POSP and dealers. • Overall responsible for implementation Technology adaption in the assigned territory. Ensure adherence to all rules and norms. Requirements and skills: • People Skills - Puts the needs of the client first. • Goal-oriented • In-dept understanding of business context. • Excellent verbal and written communication skills and ability to liaise with multiple stake holders • Proficient with Microsoft Office Suite or related software. • Strong presentation skills. • Preferably from Agency and Distribution channel.

Job Title: Relationship Manager – Retail Insurance Qualification: Bachelor's/Master’s degree Experience: 1-2 Years Location: Mumbai Responsibilities: We are seeking a highly motivated and competitive Insurance Sales Representative to join our team and drive the expansion of our business. Your primary responsibility will be to proactively seek out and acquire new clients, understanding their specific insurance needs and offering tailored solutions. By building strong relationships, your aim will be to facilitate business growth and enhance our firm’s reputation in the market. • Manage and develop frontline Sales • Contacting potential clients and creating rapport by networking, cold calling, using referrals etc • Appraising the wishes and demands of business or individual customers and selling the suitable protection plans • Managing and delivering revenue target set by the company on monthly and quarterly basis. • Collect information from clients on their risk profiles in order to offer them the proper solution • Retain continuous awareness of transactions, sales and terms and keep relative records • Coordinating with corporate office and relevant teams for all client related issue. - Creating agency distribution (POSP) for the company. • Ensuring compliance & control, following the process and providing high customer service to POSP and dealers. • Overall responsible for implementation Technology adaption in the assigned territory. Ensure adherence to all rules and norms. Requirements and skills: • People Skills - Puts the needs of the client first. • Goal-oriented • In-dept understanding of business context. • Excellent verbal and written communication skills and ability to liaise with multiple stake holders • Proficient with Microsoft Office Suite or related software. • Strong presentation skills. • Preferably from Agency and Distribution channel.

Job Title: Relationship Manager – Retail Insurance Qualification: Bachelor's/Master’s degree Experience: 1-2 Years Location: Mumbai Responsibilities: We are seeking a highly motivated and competitive Insurance Sales Representative to join our team and drive the expansion of our business. Your primary responsibility will be to proactively seek out and acquire new clients, understanding their specific insurance needs and offering tailored solutions. By building strong relationships, your aim will be to facilitate business growth and enhance our firm’s reputation in the market. • Manage and develop frontline Sales • Contacting potential clients and creating rapport by networking, cold calling, using referrals etc • Appraising the wishes and demands of business or individual customers and selling the suitable protection plans • Managing and delivering revenue target set by the company on monthly and quarterly basis. • Collect information from clients on their risk profiles in order to offer them the proper solution • Retain continuous awareness of transactions, sales and terms and keep relative records • Coordinating with corporate office and relevant teams for all client related issue. - Creating agency distribution (POSP) for the company. • Ensuring compliance & control, following the process and providing high customer service to POSP and dealers. • Overall responsible for implementation Technology adaption in the assigned territory. Ensure adherence to all rules and norms. Requirements and skills: • People Skills - Puts the needs of the client first. • Goal-oriented • In-dept understanding of business context. • Excellent verbal and written communication skills and ability to liaise with multiple stake holders • Proficient with Microsoft Office Suite or related software. • Strong presentation skills. • Preferably from Agency and Distribution channel.

Job Title: Relationship Manager – Retail Insurance Qualification: Bachelor's/Master’s degree Experience: 1-2 Years Location: Mumbai Responsibilities: We are seeking a highly motivated and competitive Insurance Sales Representative to join our team and drive the expansion of our business. Your primary responsibility will be to proactively seek out and acquire new clients, understanding their specific insurance needs and offering tailored solutions. By building strong relationships, your aim will be to facilitate business growth and enhance our firm’s reputation in the market. • Manage and develop frontline Sales • Contacting potential clients and creating rapport by networking, cold calling, using referrals etc • Appraising the wishes and demands of business or individual customers and selling the suitable protection plans • Managing and delivering revenue target set by the company on monthly and quarterly basis. • Collect information from clients on their risk profiles in order to offer them the proper solution • Retain continuous awareness of transactions, sales and terms and keep relative records • Coordinating with corporate office and relevant teams for all client related issue. - Creating agency distribution (POSP) for the company. • Ensuring compliance & control, following the process and providing high customer service to POSP and dealers. • Overall responsible for implementation Technology adaption in the assigned territory. Ensure adherence to all rules and norms. Requirements and skills: • People Skills - Puts the needs of the client first. • Goal-oriented • In-dept understanding of business context. • Excellent verbal and written communication skills and ability to liaise with multiple stake holders • Proficient with Microsoft Office Suite or related software. • Strong presentation skills. • Preferably from Agency and Distribution channel.

Job Description Job Title: Relationship Manager Qualification: Bachelor's degree Experience: 1- 8 Years Past experience of working on the Agency channel/POSP network is preferred. Location: Mumbai, Delhi, Patna Domain: General Insurance/Life Insurance/Health Insurance We have an urgent requirement of a Relationship Manager, in our Retail Insurance department. Responsibilities:  Relationship Management with channel partners.  Manage, Recruit and develop the team of POSP and Channel Partner.  Managing and delivering revenue targets set by the company on a monthly and quarterly basis.  Coordinating with the corporate office, sales support and relevant teams for all intermediaries and client related issues.  Doing joint calls with the partners and Advisors to generate and help them to achieve their monthly numbers.  Business generation through POSP, Channel Partner and Direct Client.  Developing and implementing strategies to grow the business and POSP network.  Creating agency distribution (POSP) for the company.  Build long-term relations with POSP by understanding their requirements as well as their client needs and providing the best possible product and solutions.  Interact and engage periodically with POSP and Channel Partners for both existing and potential business opportunities.  Ensure adherence to all rules and norms.  Actively involved in leg work for best representation of a deal to the underwriter for getting the best quote.  Proactively plan for peak dates of renewal and prioritize service-related aspects. Skills Required for this role: - Strong communication and Negotiation skills - People Skills - Puts the needs of the client first. - Product Knowledge - Interpersonal Skills - Good Customer Service - Persistence - Problem Solving

Responsibilities : Financial : Increase reach and market share by adding new clients to the Organizations portfolio of General Insurance. (Non EB - Property, Liability, Engineering) and EB (GMC, GPA and GTL in life insurance) Achieve financial targets articulated in the strategic plans of the Organization in terms of the brokerage earned through:- 1.Conversions of new clients 2.Retention of existing clients 3.Ensuring expansion and cross selling to existing clients 4.Support of specialist vertical budgets Business Process: 1.Create potential databases from insurers and other sources 2.Update KPTS (Key Prospect Tracking System) immediately 3.Obtain policy papers from existing and potential clients 4.Conduct thorough analysis of Policy Portfolio of existing and potential clients with inputs from the underwriting and claims department to verify that the client has adequate coverage and best of rates and prepare offerings to bridge gaps 5.Interface with claims team and service claims to gain confidence and pitch for new business by taking over the responsibility of enabling the client to get pending claims 6.Engage in discussion and sharing notes with other departments to leverage individual strengths 7.Participate in monthly meetings to discuss key accounts, strategic initiatives, market trends Customer: 1.Send introductory mails or letters, call for appointment before the initial meeting and send thank you note and brochure to all prospective clients after the same. 2.Make client lists 3.Visit key existing clients on a periodical basis 4.Get insurance policies issued in favor of the clients in coordination with the underwriting team and deliver the same to the clients 5.Collect premium cheque on time 6.Provide best possible client service with respect to all new clients by coordinating with the underwriting team to get renewal notice issued and the renewals done on time, engaging with insurance companies and coordinating with the claims team to enable settlement of claims 7.Give timely inputs for MIS to management 8.Classify potential customers into A-B-C category and implement the following action: Cater to all requirements through close liaising with respect to A category and close, Liaise with B category to covert the leads, Maintain the C category in the database and schedule follow-up.

Company Information Finhaat a unique financial services distribution platform catering to the distinctive needs of financially underserved population the Emerging Indians. Our journey started with the belief that all individuals should be equipped to manage their financial health with ease and confidence. This will be possible only when they have an easy access to solutions that are in line with their financial goals. Suraksha Protection from Financial Shocks Suvidha Easy access to curated financial services Samriddhi Trusted Partner for overall financial prosperity Finhaat has been created as a marketplace for financial services distribution that seeks to connect the customer to the solution provider through an innovative financial service distribution model. Finhaat gives the right individual with an environment of immense growth depending on its capability and performance. Job Description Job Title: Area Manager SME Sales Qualification: Bachelor's/Masters degree Experience: 3-10 Years Location: Mumbai, Delhi, Chennai, Kolkata, Surat, Hyderabad, Ahmedabad, Pune, Jaipur & Bangalore Domain: Insurance We are looking for experienced professional in Strategic Planning, Sales & Marketing, Business Development, Product Management & Key Accounts Management and Client Servicing. Responsibilities: Financial: Increase reach and market share by adding new clients to the Organizations portfolio of General Insurance. Achieve financial targets articulated in the strategic plans of the Organization in terms of the brokerage earned through Conversions of new clients Retention of existing clients Ensuring expansion and cross selling to existing clients Support of specialist vertical budgets Business Process: Create potential databases from insurers and other sources Update KPTS (Key Prospect Tracking System) immediately Obtain policy papers from existing and potential clients Conduct thorough analysis of Policy Portfolio of existing and potential clients with inputs from the underwriting and claims department to verify that the client has adequate coverage and best of rates and prepare offerings to bridge gaps Interface with claims team and service claims to gain confidence and pitch for new business by taking over the responsibility of enabling the client to get pending claims Engage in discussion and sharing notes with other departments to leverage individual strengths Participate in monthly meetings to discuss key accounts, strategic initiatives, market trends Customer: Send introductory mails or letters, call for appointment before the initial meeting and send thank you note and brochure to all prospective clients after the same. Make client lists Visit key existing clients on a periodical basis Get insurance policies issued in favor of the clients in coordination with the underwriting team and deliver the same to the clients Collect premium cheque on time Provide best possible client service with respect to all new clients by Coordinating with the underwriting team to get renewal notice issued and the renewals done on time Engaging with insurance companies and coordinating with the claims team to enable settlement of claims Give timely inputs for MIS to management Classify potential customers into A-B-C category and implement the following action: Cater to all requirements through close liaising with respect to A category and close Liaise with B category to covert the leads Maintain the C category in the database and schedule follow-up People Growth: Acquire product knowledge and always keep self-updated with latest variations in product offerings Attend training sessions (external/ internal) and working on on-job assignments to implement new learning External Interface: Internal interface: Existing clients Prospective clients Insurance companies Employees Key Competencies: Demonstrates domain knowledge in own area of operation Understand product offerings Understand service standards as per Organization ethos People Skills - Puts the needs of the client first. Solid understanding of policies and products. Strong Leadership Skills Excellent Interpersonal Skills Good Customer Service Persistence Communication Negotiation Problem Solving