8229 Relationship Building Jobs - Page 31

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail High level of accuracy in handling cash transactions and financial documents Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail High level of accuracy in handling cash transactions and financial documents Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail High level of accuracy in handling cash transactions and financial documents Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail High level of accuracy in handling cash transactions and financial documents Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail High level of accuracy in handling cash transactions and financial documents Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail High level of accuracy in handling cash transactions and financial documents Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

Primary Job Function Achieving assigned territory/ geography wise sales target Carrying out effective field work without direct day-to-day supervision Report field work in daily basis on assigned online system Meeting Call Average, Coverage, Frequency coverage Norms of assigned division Core Job Responsibilities Generate maximum prescriptions & increase market share Promote the Division s products as per strategy Relationship Building with the Stake holders (Doctors, Chemists, Stockiest etc) Facilitating Strategy building A good Brand Ambassador Minimum Education BSc/B. Pharma 0 to 2Yrs of experience. Fresher Minimum Experience/Training Required Candidate with prior/current experience in same therapy. Candidate from MNC and top Indian Pharma companies will have added advantage. Fresher with good communication and analytical LOCATION: India > Ahmedabad : 28/29 Surise Park t

Job_Description":" Join Tsaaro as a Sales Development Representative (SDR) Connect with Purpose. Drive Trusted Conversations. Accelerate Growth. Are you a motivated sales professional passionate about technology, lead generation, and client engagement? Looking to step into a fast-growing industry where your outreach contributes to building safer digital ecosystems? At Tsaaro, we go beyond compliance we shape how data privacy and security are understood and adopted across industries. As part of our expanding team, were looking for a Sales Development Representative (SDR) who thrives in a high-impact environment and understands the importance of trust, education, and persistence in driving business growth. About Tsaaro At Tsaaro, privacy and security arent just support functions theyre our core mission. We are a specialized data privacy and cybersecurity consulting firm that helps organizations build robust compliance frameworks while communicating their privacy posture effectively to clients, partners, and regulators. Our sales team plays a vital role in connecting organizations with expert solutions that not only manage risk but also position them as trustworthy digital leaders. Your Role: Sales Development Representative As an SDR, you will be the first point of contact between Tsaaro and potential clients. Your goal will be to generate qualified leads, build relationships, and create opportunities that support our business development and revenue growth. Key Responsibilities Conduct outbound prospecting via calls, emails, LinkedIn, and other channels to generate new business leads. Qualify inbound leads and schedule discovery calls for the Business Development or Sales team. Research accounts, identify key stakeholders, and craft tailored messaging to build rapport and spark interest. Maintain and update the CRM with accurate lead and pipeline data. Collaborate closely with marketing to align on campaigns, messaging, and content that support lead generation. Support pre-sales activities including sharing relevant materials, setting up meetings, and gathering client requirements. Continuously follow up with prospects and nurture cold leads through regular engagement and relationship building. Stay up to date with Tsaaros service offerings, industry trends, and privacy regulations to have meaningful conversations with potential clients. Requirements Bachelors degree in Business, Marketing, Communications, or a related field. 1\u20132 years of experience in a B2B sales or lead generation role (internships or freshers with strong communication may also be considered). Excellent verbal and written communication skills. Strong interpersonal skills with the ability to build trust quickly. Comfortable using CRM tools and sales engagement platforms. Proactive attitude, growth mindset, and a passion for learning new technologies. Preferred Skills: Exposure to SaaS, cybersecurity, or data privacy domains is a plus. Familiarity with tools like HubSpot, Salesforce, or LinkedIn Sales Navigator. Experience in using automation tools for outreach and lead nurturing. Understanding of the consultative sales approach and value-based selling. Benefits Be part of one of Indias fastest-growing privacy & cybersecurity consulting firms. Gain deep domain knowledge in privacy laws (like GDPR, PDPB) and cybersecurity frameworks while working in a high-impact sales role. Opportunity to grow into Account Executive or Business Development roles based on performance. Work closely with experienced consultants, legal experts, and marketing strategists to craft impactful client solutions. Collaborative and transparent work culture with strong focus on ownership and continuous learning. Access to sales enablement training, privacy certifications, and performance-based growth opportunities. From the Tsaaro Team: \u201cAt Tsaaro, your sales conversations dont just fill the pipeline they open doors for businesses to transform how they think about privacy. As an SDR, youll be the voice of that transformation.\u201d ","

We are seeking an experienced and results-driven Portfolio Director of Sales to lead and manage the sales function across our Holiday Inn Express (HIEX) Samhi Portfolio , currently comprising 12 hotels. The role involves developing and executing a comprehensive sales strategy, driving revenue performance, managing key client relationships, and leading a team of hotel-based and cluster sales professionals. Key Responsibilities: Sales Strategy Leadership: Develop and execute strategic sales plans aligned with business goals across the portfolio. Monitor revenue performance and implement corrective actions where necessary. Lead a proactive and data-driven sales culture focusing on account penetration, segmentation, and yield. Team Management: Lead, mentor, and inspire a high-performing sales team across multiple hotel locations. Ensure consistent performance reviews, capability development, and succession planning. Collaborate with hotel GMs and Cluster/Regional Sales teams for alignment. Client Account Management: Build and maintain strong relationships with key accounts, corporates, travel agents, and consortia. Represent the portfolio at trade shows, roadshows, and networking events. Ensure consistent communication and service delivery to top corporate accounts across the 12 properties. Revenue Market Performance: Collaborate closely with Revenue Management to drive optimal pricing, inventory management, and forecasting. Analyze market trends, competitor performance, and customer needs to identify new business opportunities. Brand Commercial Alignment: Work closely with IHG Commercial teams to ensure brand alignment, participation in global campaigns, and leverage loyalty programs (IHG One Rewards). Ensure all sales activities comply with IHG brand standards and reporting protocols. Key Requirements: Experience: 10-15 years in sales leadership roles in the hospitality industry, preferably within a portfolio or multi-property setup. Preferred Background: IHG brand experience (especially HIEX) or similar international chain. Strong understanding of corporate, MICE, OTA, and FIT segments. Proven track record in driving revenue growth and building high-performing teams. Willingness to travel frequently across hotel locations. Skills Competencies: Strategic Thinking Commercial Acumen Strong Leadership Team Management Relationship Building Negotiation Skills Analytical Reporting Skills Proficiency in Microsoft Office, Opera, and Sales CRM Tools Excellent Communication Presentation Skills About Samhi HIEX Portfolio: SAMHI Hotels is one of India s fastest-growing hotel ownership and asset management platforms. The HIEX Samhi Portfolio consists of 12 strategically located Holiday Inn Express hotels across key cities, including Ahmedabad, Bengaluru, Chennai, Gurugram, Hyderabad, Nashik, Pune, and Noida.

What you get to do in this role: Drive close optimization and assist with month-end, quarter-end and year-end corporate accounting close activities- including review and approval of journal entries and account reconciliations. Drive efficiency, effectiveness, consistency, and scalability within close processes by identifying and implementing opportunities related to thresholds and conventions, close calendar, and timeline; while ensuring completeness, accuracy, and timeliness of accounting data and financial statement results Review fluctuation analyses and summarize in management reporting decks. Directly manage a team of 3 people and partner closely with additional team members across various locations including U.S. Coordinate with external auditors to provide timely deliverables and streamline annual audit processes and testing approaches. Partner cross-functionally in investigation and resolving complex accounting issues timely and effectively. Track progress against relevant close and accounting operations metrics and key performance indicators in regular business reviews with leadership to support and enable solid business decisions as we continue to evolve the complexity of our operations Cultivate strong cross-functional partnerships across Finance to effectively manage the end-to-end close process and enforce policies and procedures to ensure appropriate governance over global processes (e.g., close tasks, balance sheet reconciliations, late entries, out-of-period entries, external audit deliverables, control documentation, etc.) To be successful in this role you have: Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools,

JOB DESCRIPTION Position Title Relationship Manager Department Direct Distribution Direct Sales Force Level/ Band Officer Reports to Direct Sales Manager Geographic Area Covered As per mapped branch & city Stakeholders - Internal DSF Sales Force Stakeholders - External Exiting Tata AIA Consumers Organizational Relationships Job Dimensions Key Result Areas Sales Achieve the set business targets on ANP and case count Acquire New Customer through following: Leads Natural market References Orphan base Fix meetings with the prospects to conduct need analysis and explain products Implement and adhere to Need Based Selling Model. Up- sell & Cross Sell the Orphan Base of Customers allocated. Ensuring timely issuance of policies by resolving pending etc. Render prompt post sales service to all allocated customers with respect to all domains Adhere to the customer touch-point engagement in order to service his portfolio of customers. Maintaining the desired persistency ratio Strategize and interact closely with the supervisor on delivering on Business nos. Work collectively with the supervisor and conduct joint sales calls whenever required To develop and implement short term and long term plans to achieve sales targets Adhere to Activity management framework advised Follow up on their database / leads provided by Lead Management System (Orphan/ New Prospects. Customer orientation & reporting/ (MIS) Update the LMS (Lead management System) on a daily basis. Adhering to the Training Road map. Providing timely reports to the Supervisor / Area manager as per the requirement. Ensuring compliance to internal sales process Should be process & product champion to ensure adherence to TALIC policies and procedures. Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. Skills Required Technical Behavioral Essential Desired Interpersonal Skills Communication Skills Creative thinking skills Supervising/ Leadership skills Teamwork Skills Influencing Skills Relationship Building Skills Decision Making Skills Incumbent Characteristics Essential Desired Qualification Graduate Graduate Experience 0 -2 years experience 2 years experience with similar role Age Below 30 years Basic Competency Good Attitude Clear Communication ( Local Language ), Basic English language understanding / communication Basic Mathematics ( % calculation etc ) Disclaimer: This Job Description is indicative in nature. The duty list/Goal Sheet provided to you can vary from the aforesaid in view of Organisational need/requirement from time to time.

Overview Position Title Relationship Manager - Bancassurance IBL Department Bancassurance IBL Level/Band Executive-209 Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations Organizational Relationships Reports To Territory Manager/ Area Manager Supervises NA Job Dimensions Geographic Area Covered Branches / Cluster Stakeholders Internal Training Branch Operations Distribution Operations Stakeholders External Channel Partner Key Result Areas Organization Process Key Contributions Sales Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointing with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with RAMBO RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the RAMBO Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree and implement short term and long term plans to achieve sales targets To achieve branch RM activation targets Work collectively with RAMBO Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Relationship Management Managing the relationship between internal team and channel partner so as to Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers To maintain the desired persistency ratio Prompt post-sales service with respect to all domains Strategize and interact closely with the RM on business plan execution Ensure Compliance Ensure compliance to internal sales process & other compliance standards Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. Skills Required Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness Self management Problem solving skills Peer level co-ordination and influencing skills Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills Language Skills English, Local language Incumbent Characteristics Essential Desired Qualification Graduate PG Experience 0.5 - 4 years in Sales (Insurance / Financial Service Background) Disclaimer : Tata AIA Life Insurance does not charge any fees from candidates during the hiring process. Verify job offers through official Tata AIA communication channels to avoid fraud. The job description is the sole property of Tata AIA Life Insurance. The content of this JD is confidential, and unauthorized changes or reproduction are forbidden. To know more about Tata AIA Life, click on the weblink:

JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets. > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Assistant Manager - Customer Advisory Team 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-30 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work. Career Opportunities Position DM - Customer Advisory Team Deputy Manager- 5B Department Customer Advisory Team Reporting to Branch Relationship Manager JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets. > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Assistant Manager - Customer Advisory Team 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-30 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work.

About Arctera Arctera keeps the world s IT systems working. We can trust that our credit cards will work at the store, that power will be routed to our homes and that factories will produce our medications because those companies themselves trust Arctera. Arctera is behind the scenes making sure that many of the biggest organizations in the world and many of the smallest too can face down ransomware attacks, natural disasters, and compliance challenges without missing a beat. We do this through the power of data and our flagship products, Insight, InfoScale and Backup Exec. Illuminating data also helps our customers maintain personal privacy, reduce the environmental impact of data storage, and defend against illegal or immoral use of information. It s a task that continues to get more complex as data volumes surge. Every day, the world produces more data than it ever has before. And global digital transformation and the arrival of the age of AI has set the course for a new explosion in data creation. Joining the Arctera team, you ll be part of a group innovating to harness the opportunity of the latest technologies to protect the world s critical infrastructure and to keep all our data safe. Position Overview As a Trusted Advisor, you will serve as a strategic partner to our clients, leveraging your expertise to guide them in maximizing the value of our solutions. Your role will involve understanding client needs, aligning solutions with their goals, and ensuring compliance with regional certifications and industry-specific requirements. This position is ideal for a domain expert with knowledge in Healthcare, Financial Services, and Banking who is passionate about driving client success through innovative solutions, including Machine Learning (ML) and Artificial Intelligence (AI). Key Responsibilities Policy Guidance and Customization Create and customize classification policies to address specific requirements. Assist and guide clients in Classification policy adoption. Advise on usage analysis and provide strategic recommendations. Product Adoption Provide expertise and guidance in solution implementation, optimization, and drive adoption to maximize value. Assist clients with ML and AI adoption strategies to improve processes and outcomes. Leverage AI-based predictive analytics and trend analysis to provide actionable insights. Stay abreast of product changes and new features to recommend product capabilities that lead to adoption. Deliver Product training to new onboarding customers and on-demand training to existing customers. Proactive Monitoring and Reporting Conduct health checks and proactive monitoring to ensure system optimization. Build and deliver custom reports leveraging the Report API. Monitor Content collection queues and Migration dashboards. Content and Data Management Create custom content sources (e.g., JSON, text-delimited, voice data). Manage SaaS SLAs, overage alerts, subscription renewals, and retention policies. Configure audio/video capture settings and customize stop words. Security and Compliance Oversee customer trust and security assurance reviews. Perform certification reviews, including annual SOC2 Type 2 and penetration testing. Customize immutable policies to meet security and compliance needs. Manage security protocols, encryption, and policy creation. Customize Classification policies to assist customers meet data management requirements Client Engagement Serve as a strategic partner and advisor, understanding and addressing client business challenges. Develop and maintain relationships with key stakeholders to ensure satisfaction and trust. Facilitate knowledge sharing through quarterly training sessions and best practice workshops. Act as a liaison between clients and internal teams, ensuring alignment on goals and deliverables. Analyze client feedback and metrics to identify opportunities for improvement and growth. SaaS Subscription Management Provision tenant for clients in alignment with their requirements Oversee the entire lifecycle, including activation, renewal, upgrades, downgrades, and cancellations. Ensure compliance with SLAs, including uptime, performance, and support commitments. Monitor and report on SLA adherence and address any breaches. Provide transparent reporting on overage charges and suggest optimization strategies. Ensure accurate invoicing and handle disputes promptly. Identify at-risk accounts and implement strategies to reduce churn. Generate detailed reports on subscription performance, growth, and revenue metrics. Use insights to make data-driven decisions for strategic planning. Nice to Have Domain Expertise Deep understanding of the Healthcare, Financial Services, and Banking sectors. Regulatory Knowledge Familiarity with regional certifications and compliance standards like Helios, APRA, CSSF, FINRA, and MiFIDII. Technical Acumen Strong grasp of Machine Learning and Artificial Intelligence technologies and their practical applications. Required Skills and Attributes Proven experience as a strategic partner or trusted advisor in a client-facing role. Strong technical knowledge in policy management, ML/AI adoption, and system optimization. Excellent communication and relationship-building skills. Ability to analyze and interpret data to provide actionable insights. Commitment to delivering exceptional client experiences and driving business outcomes. Excellent understanding of SaaS Subscription Management. This role offers an opportunity to make a meaningful impact on client success and innovation by combining domain expertise, technology adoption, and strategic advisory capabilities.

JOB DESCRIPTION A Position Overview Position Title Senior Relationship Manager Virtual Bancassurance HDFC Function Partnership Distribution Department Virtual Bancassurance HDFC Level/ Band Executive Grade 209 Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To ATM/ TM Supervises NA C Job Dimensions Geographic Area Covered Zone/ Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branches Working jointing with the Branch Manager on Business Implementation plan Driving and motivating the branch staff and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the HDFC branch staff and ensure the business targets and Productivity targets of the allocated branches are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree and implement short term and long term plans to achieve sales targets To achieve branch staff activation activation targets Work collectively with HDFC staff and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Relationship Management Managing the relationship between internal team and channel partner so as to Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possHDFCe support to the channel partner as a face of parent company Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers To maintain the desired persistency ratio Prompt post-sales service with respect to all domains Strategize and interact closely with the HDFC branch manager on business plan execution Ensure Compliance Ensure compliance to internal sales process & other compliance standards Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. F Skills Required Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness Self management Problem solving skills Peer level co-ordination and influencing skills Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills G Incumbent Characteristics Essential Desired Qualification Graduate/ PG Experience 2-3 years in Sales

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills

Branch Gold Loan Officer INTERNAL USAGE: (to be removed before publishing externally) No. of Vacancies Manager Branch Operations Head Is a Team leader? N Team Size 0 Grade Officer, AM, DM Business Rural Lending Department Rural Lending Gold Sub - Department NA Location - About Branch Banking With branches spread across the country, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services About the Role Gold Loan Officer is responsible for Gold Loan Operations in the branch. Portfolio Profitability - by maintaining Pricing and Fee of the assigned territory. Productivity - To ensure the minimum benchmark ASL productivity by way of choosing right people and minimal attrition. Process and Compliance To achieve the highest level of operational and compliance superiority along with top line numbers.---- --------------------- --------------------- Key Responsibilities To maintain relation with branch banking team in order to have smooth processing of Gold Loan cases To recruit, train, induct ASL executive in the system and motivate them to increase gold loan portfolio in association with the Branch Banking channel. To ensure that all the compliance/operational process are being followed by ASL and branch banking team, Keep providing training and constant support for a healthy and hygiene portfolio To ensure that Top line numbers are met and required productivity level is also achieved as provided and guided by Central Team. Qualifications Graduate/ MBA (Marketing) preferred from a recognized institute. 2-4 years of relevant work experience (preferably NBFC). Role Proficiencies For successful execution of the job, a candidate should possess: Proven work experience in branch banking or channel sales Solid Relationship Building Skills with experince of channel sales, team management Strong problem solving skills and willingness to roll up one s sleeves to get the job Skilled at working effectively with cross functional teams in a matrix organization Excellent written and verbal communication skills"-----------------

Branch Gold Loan Officer INTERNAL USAGE: (to be removed before publishing externally) No. of Vacancies Manager Branch Operations Head Is a Team leader? N Team Size 0 Grade Officer, AM, DM Business Rural Lending Department Rural Lending Gold Sub - Department NA Location - About Branch Banking With branches spread across the country, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services About the Role Gold Loan Officer is responsible for Gold Loan Operations in the branch. Portfolio Profitability - by maintaining Pricing and Fee of the assigned territory. Productivity - To ensure the minimum benchmark ASL productivity by way of choosing right people and minimal attrition. Process and Compliance To achieve the highest level of operational and compliance superiority along with top line numbers.---- --------------------- --------------------- Key Responsibilities To maintain relation with branch banking team in order to have smooth processing of Gold Loan cases To recruit, train, induct ASL executive in the system and motivate them to increase gold loan portfolio in association with the Branch Banking channel. To ensure that all the compliance/operational process are being followed by ASL and branch banking team, Keep providing training and constant support for a healthy and hygiene portfolio To ensure that Top line numbers are met and required productivity level is also achieved as provided and guided by Central Team. Qualifications Graduate/ MBA (Marketing) preferred from a recognized institute. 2-4 years of relevant work experience (preferably NBFC). Role Proficiencies For successful execution of the job, a candidate should possess: Proven work experience in branch banking or channel sales Solid Relationship Building Skills with experince of channel sales, team management Strong problem solving skills and willingness to roll up one s sleeves to get the job Skilled at working effectively with cross functional teams in a matrix organization Excellent written and verbal communication skills"-----------------

About Branch Banking With branches spread across the country, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services About the Role Gold Loan Officer is responsible for Gold Loan Operations in the branch. Portfolio Profitability - by maintaining Pricing and Fee of the assigned territory. Productivity - To ensure the minimum benchmark ASL productivity by way of choosing right people and minimal attrition. Process and Compliance To achieve the highest level of operational and compliance superiority along with top line numbers. Key Responsibilities To maintain relation with branch banking team in order to have smooth processing of Gold Loan cases To recruit, train, induct ASL executive in the system and motivate them to increase gold loan portfolio in association with the Branch Banking channel. To ensure that all the compliance/operational process are being followed by ASL and branch banking team, Keep providing training and constant support for a healthy and hygiene portfolio To ensure that Top line numbers are met and required productivity level is also achieved as provided and guided by Central Team. Qualifications Graduate/ MBA (Marketing) preferred from a recognized institute. 2-4 years of relevant work experience (preferably NBFC). Role Proficiencies: For successful execution of the job, a candidate should possess: Proven work experience in branch banking or channel sales Solid Relationship Building Skills with experince of channel sales, team management Strong problem solving skills and willingness to roll up one s sleeves to get the job Skilled at working effectively with cross functional teams in a matrix organization Excellent written and verbal communication skills

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail High level of accuracy in handling cash transactions and financial documents Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail High level of accuracy in handling cash transactions and financial documents Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

Summary The Sales Representative is a leading driver of our customer interactions and sales performance. They are the face of our customer experience approach and build deep relationships that deliver value for customers and patients in order to drive sales growth in a compliant and ethical manner About the Role Job Location-Kolkata Key Responsibilities Develop business plans and implement related activities like customer events, sales & marketing campaigns, sales presentations necessary to achieve agreed objectives. Accountable for achieving agreed sales, productivity and performance targets within agreed budgets and timescales, provide Key account/hospital network support, market access support, including referral networks. Have a deep understanding in the respective specialist area and priority products. Maintain and enhance knowledge of products, product strategy, positioning, key messages, programs, company developments, customers, and competitors Achieve agreed contact, coverage and frequency targets through various communication channels, ensure customer satisfaction and best in class customer relationship, ensure the accurate and timely completion of all reports, handle enquiries and complaints quickly and professionally and in accordance with company procedures. Contribute positively to the Sales and Marketing team through co-operative relationships and collaborative efforts to achieve team and company objectives. provide input into effective use of promotional funds and territory sales forecasting. Follow all adverse events guidelines, and Code of Conduct Guidelines as promoted by Novartis Demonstrate Behaviour in accordance with Novartis code of practices. In case of a Manager/ Leader; the person is responsible for the sales planning; target; reporting; and knowledge of the team/account and of himself/herself. Reporting of technical complaints / adverse events / special case scenarios related to Novartis products within 24 hours of receipt. Distribution of marketing samples (where applicable) Achievement of sales revenue and market share targets vs plan. Responsible for budget allocated to cover customer activities. Customer Satisfaction and Customer relationship building. Maintenance of Key Accounts -Sales Planning and Reporting Role Requirements: 2+ Sales experience in Healthcare / Pharma / related business, established Network to target Customer Group desirable Territory knowledge is must. Science educational background is must, B.Sc, B.Pharma Good communication skills Desirable Requirements: Cardiovascular experience

Summary The Sales Representative is a leading driver of our customer interactions and sales performance. They are the face of our customer experience approach and build deep relationships that deliver value for customers and patients in order to drive sales growth in a compliant and ethical manner. About the Role Job Location-Chandigarh Key Responsibilities Develop business plans and implement related activities like customer events, sales & marketing campaigns, sales presentations necessary to achieve agreed objectives. Accountable for achieving agreed sales, productivity and performance targets within agreed budgets and timescales, provide Key account/hospital network support, market access support, including referral networks. Have a deep understanding in the respective specialist area and priority products. Maintain and enhance knowledge of products, product strategy, positioning, key messages, programs, company developments, customers, and competitors Achieve agreed contact, coverage and frequency targets through various communication channels, ensure customer satisfaction and best in class customer relationship, ensure the accurate and timely completion of all reports, handle enquiries and complaints quickly and professionally and in accordance with company procedures. Contribute positively to the Sales and Marketing team through co-operative relationships and collaborative efforts to achieve team and company objectives. provide input into effective use of promotional funds and territory sales forecasting. Follow all adverse events guidelines, and Code of Conduct Guidelines as promoted by Novartis Demonstrate Behavior in accordance with Novartis code of practices. In case of a Manager/ Leader; the person is responsible for the sales planning; target; reporting; and knowledge of the team/account and of himself/herself. Reporting of technical complaints / adverse events / special case scenarios related to Novartis products within 24 hours of receipt. Distribution of marketing samples (where applicable) Achievement of sales revenue and market share targets vs plan. Responsible for budget allocated to cover customer activities. Customer Satisfaction and Customer relationship building. Maintenance of Key Accounts -Sales Planning and Reporting Role Requirements : 2+ years of Sales experience in Healthcare / Pharma / related business, established network to target Customer Group desirable Territory knowledge is must. Science educational background is must, B.Sc, B.Pharma Good communication skills Desirable Requirements: Cardiovascular experience

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tatas esteemed leadership with AIAs extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives. We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a Great Place to Work and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, People - Our Core, emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion. Fuel your future with us, find your wings, and S.O.A.R. - Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth. Position Overview Position Title Branch Head - DSF Department DSF-Agency Sales Level/ Band Asst Manager Role Summary : Drives sales in the zone through liaison with channel partners, Interacts with sales staff of the channel partners to motivate them to sell company products, Manages customer queries & complaints & ensures they are resolved. Organizational Relationships Reports To Associate Circle Head - DSF Supervises Relationship Managers Job Dimensions Geographic Area Covered City / Area specific as advised Stakeholders Internal Agency Sales Stakeholders External NA Key Result Areas Distribution Deliverables Manage a team of 12 Financial Planning officers & Wealth Management Consultants under the Direct Sales Force vertical. Ensure team is run in full strength and hire/replacement FPOs as per budgeted strength communicated. Achieve sales targets on issued FYP as per budgets informed. Implement training road map and ensure all FPOs are well trained as per needs and organizational objectives. Implement Needs based Selling and Activity Management processes among FPOs. Ensure Goal sheets and performance review process is in place within timelines. Support the business planning and implementation process for the business with the Manager. Submission for required reports as per the timelines. Review with Regional Manager as per agreed periodicity. Business Results Monitor and evaluate achievement of targets against the following parameters: o Issued FYP/ o Productivity per FPO o Productivity per Sales Manager Team, o Case rate, o Average Case Size, o Activity Ratio, o Attrition. Monitor, control & evaluate the activity of the Sales Manager through Activity Management System and Lead Management System. Achieve the Team Cross Sell/ Up-Sell Targets from the orphan customer base allocated to the team in the Region Meeting service-related goals and achieve renewal, reinstatement and resulting Persistency objectives for the teams in the Region. People Development Enable superlative performance standards through alignment of the team with the organization s objectives as communicated from time to time. Ensure clear communication of the overall strategies and drive ownership on goals and objectives. Develop the competencies of the Sales Managers. Observe & demonstrate skills & knowledge with the Sales Managers. Customer Relationship Management Engage regularly with the allocated Digital leads/ orphan /newly acquired customers to ensure higher retention, customer satisfaction and continued relationship. Ensure all customers are serviced to the standards set up. Code of conduct and ensuring compliance of statutory norms Adherence to the code of conduct by the entire Region. Conformation to all financial and administrative systems. Ensure compliance with TALIC norms for the Branches in the Region. Compliance with all statutory and regulatory norms in the Region. Risk Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. Skills Required Technical MS Office Suite Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising / Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills Incumbent Characteristics Essential Desired Qualification Graduate PG/MBA Experience Minimum 3 - 5 years of Sales Management experience. Minimum 2 - 3 years of Sales Management experience. Disclaimer : Tata AIA Life Insurance does not charge any fees from candidates during the hiring process. Verify job offers through official Tata AIA communication channels to avoid fraud. The job description is the sole property of Tata AIA Life Insurance. The content of this JD is confidential, and unauthorized changes or reproduction are forbidden. To know more about Tata AIA Life, click on the weblink:

We re looking for a People Services Specialist to join the Procore team. In this exciting opportunity, you ll support our global business objectives by providing expertise and hands-on support with human resource operations. Through a deep understanding of our values and culture, you ll support company-wide programs and initiatives, including data management, compliance, and shared services. This position requires independent judgment and discretion in interpreting and applying HR concepts and principles. This position reports to our Senior Director, People Services, and will be based in our Bangalore office. We re looking for someone to join us immediately. What you ll do: Employee Lifecycle Support Coordinate onboarding and offboarding processes, including auditing task completion, monitoring background checks, and assembling offboarding documentation Prepare employment-related documents such as offer letters, employment agreements, termination notices, and verification of employment letters Administer benefits programs and manage Workers Compensation claims Employee Support Serve as the first point of contact for HR-related inquiries, directing employees to appropriate self-service tools and resources Act as a liaison between employees and internal teams such as Payroll, IT, and Accounts Payable to ensure issue resolution HR Systems & Data Management Manage and triage HR service requests and tickets through Jira Maintain accurate and current employee records and documentation in the HRIS and related systems Ensure data integrity and compliance with company policies, HR best practices, and legal standards Generate and deliver insightful reports to business leaders and other stakeholders Processes & Documentation Create, maintain, and update Standard Operating Procedures (SOPs) and process documentation Support internal audits and compliance reviews through precise recordkeeping Identify opportunities for process improvement and contribute innovative ideas to enhance HR operations and efficiency Compliance & Policy Support Ensure consistent and fair execution of HR policies in accordance with local labor laws Regularly update the Employee Handbook to reflect policy changes Monitor legislative and regulatory developments affecting employment and assess their impact on HR practices Partner with Legal and other teams to develop and deliver global compliance programs and training Serve as the primary contact for compliance-related documentation and reporting in your region General Administrative Support Provide support for ad hoc HR initiatives and cross-functional projects Be available for on-site work as needed based on business priorities and team requirements What we re looking for: Bachelors Degree in Human Resources or related area preferred 3+ years of human resources experience with a demonstrated generalist background Ability to handle multiple projects and priorities Discreetly handle sensitive employee reports or information Strong business writing and oral communication/presentation skills Possess excellent interpersonal skills and solid analytical and problem-solving skills Strong relationship-building skills in order to acquire the trust of business partners and leaders Ability to use/learn all Procore tools, including Workday, Culture Amp, Google apps, Slack, MS Office