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2.0 - 7.0 years

2 - 6 Lacs

Jaipur

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Strong relationship building capability, Go-getter attitude, Result orientation, Passionate towards Sales Agency Channel , Life Insurance , AgenT Recuritment , Passionate towards Sales, Persistency, Training and Development JOB SUMMARY Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development of proventop performing advisors/ financial distributors Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development of proven top performing advisors/ financial distributors DESIRED QUALIFICATION AND EXPERIENCE Graduate with 5+ years of experience,at least 3 years experience in insurance sector Proven record of leading Front-Line Sales in Financial Services, preferably in Insurance Should have similar market exposure and experience in process driven, quality sales organizations Familiarity with skills in recruitment, driving sales and activation MEASURES OF SUCCESS Hiring anddriving activation of Top Advisors/Financial Distributors from competition Career Seminars / Meetings with Top Advisors/ Financial Distributors MeetingSales and Recruitment Plan consistently Persistency Advisor Productivity & Retention Adhering to Input behaviors KEY RELATIONSHIPS Circle Head -Elite Vertical Ops Team (CET and DSDO) Training and Development Human Resources KNOWLEDGE/SKILLS/ABILITIES: Strong relationship building capability Go-getter attitude Result orientation Passionate towards Sales KEY RESPONSIBILITIES Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings Understand the Top Advisor/ Business Associate value proposition, onboarding process andregulations related to the same Hiring and Onboarding of Top Advisors and Business Associates post conducting Career seminars and Presentation and meet the defined Recruitment plan Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans. Maintain Quality of sales by ensuring the Persistency standards of the channel Adherence to the desired input behaviors to drive Sales and Recruitment Periodically Train & Develop advisors for new product launches and communicating any changes in company guidelines / policies. Managing field operations by coordinating with Operations and DSDO for sales and Recruitment.

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6.0 - 11.0 years

8 - 13 Lacs

Noida

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Job Role: Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements: Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) Thinker: Doer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

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6.0 - 11.0 years

2 - 6 Lacs

Noida

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Acquisition Manager-Business Banking-RL SALES-Sales Job Role: Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements: Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) Thinker: Doer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

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2.0 - 3.0 years

4 - 5 Lacs

Kolkata

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KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customers along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customers Background in order of preference Banking, Financial Services Graduate: 2-3 years of experience Post Graduate: 2 -3 years of experience Age Limit : 30 Years

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6.0 - 11.0 years

8 - 13 Lacs

Hyderabad

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Job Role: Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements: Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) Thinker: Doer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

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6.0 - 11.0 years

16 - 20 Lacs

Hyderabad

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Manager-Corporate Employee Solutions DepartmentCORPORATE EMPLOYEE SOLUTIONS-Regional salesLocationHyderabadReporting RelationshipsCORPORATE EMPLOYEE SOLUTIONS-Regional salesGrade NameDeputy Manager / ManagerGradeM2 / M3 Job Role: Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements: Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) Thinker: Doer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

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2.0 - 3.0 years

4 - 6 Lacs

Hyderabad

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KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customers along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/ Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel. Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customers Background in order of preference Banking, Financial Services Graduate: 2-3 years of experience Post Graduate: 2 -3 years of experience Age Limit : 30 Years

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2.0 - 3.0 years

4 - 5 Lacs

Kolkata

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KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customers along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customers Background in order of preference Banking, Financial Services Graduate: 2-3 years of experience Post Graduate: 2 -3 years of experience Age Limit : 30 Years

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6.0 - 11.0 years

10 - 15 Lacs

Hyderabad

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Manager - Corporate Employee Solutions-Corporate Employee Solutions-Regional sales Job Role: Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and PL of branch Job Requirements: Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) Thinker: Doer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers verticals for new product development, service enhancements and sales initiatives.

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2.0 - 3.0 years

4 - 6 Lacs

Kolkata

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KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customers along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/ Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel. Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customers Background in order of preference Banking, Financial Services Graduate: 2-3 years of experience Post Graduate: 2 -3 years of experience Age Limit : 30 Years.

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2.0 - 3.0 years

4 - 5 Lacs

Hyderabad

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KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customers along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customers Background in order of preference Banking, Financial Services Graduate: 2-3 years of experience Post Graduate: 2 -3 years of experience Age Limit : 30 Years

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3.0 - 8.0 years

5 - 9 Lacs

Coimbatore

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Manage Secured Business Loans for the given branch location Guide & facilitate Relationship Managers to formulate and drive plans for their respective branch. Ensure overall revenue targets are met for the Branch on a monthly basis. Ensure overall revenue targets are reached as per the approved matrix for the branch from all revenue sources (processing fees, cross sell, yield etc.) Ensure the profitability targets to be met for all the product in assigned branch. Initiate the branch network expansion through network planning ,identifying potential market. Formulate the sales, distribution and disbursement strategy for the branch. Ensure review of all cases in assigned branch to conduct sales personal discussion (PD) to understand the customer profile and ensure right sourcing.

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3.0 - 8.0 years

5 - 9 Lacs

Madurai

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Manage Secured Business Loans for the given branch location Guide & facilitate Relationship Managers to formulate and drive plans for their respective branch. Ensure overall revenue targets are met for the Branch on a monthly basis. Ensure overall revenue targets are reached as per the approved matrix for the branch from all revenue sources (processing fees, cross sell, yield etc.) Ensure the profitability targets to be met for all the product in assigned branch. Initiate the branch network expansion through network planning ,identifying potential market. Formulate the sales, distribution and disbursement strategy for the branch. Ensure review of all cases in assigned branch to conduct sales personal discussion (PD) to understand the customer profile and ensure right sourcing.

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3.0 - 8.0 years

5 - 9 Lacs

Chennai

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Manage Secured Business Loans for the given branch location Guide & facilitate Relationship Managers to formulate and drive plans for their respective branch. Ensure overall revenue targets are met for the Branch on a monthly basis. Ensure overall revenue targets are reached as per the approved matrix for the branch from all revenue sources (processing fees, cross sell, yield etc.) Ensure the profitability targets to be met for all the product in assigned branch. Initiate the branch network expansion through network planning ,identifying potential market. Formulate the sales, distribution and disbursement strategy for the branch. Ensure review of all cases in assigned branch to conduct sales personal discussion (PD) to understand the customer profile and ensure right sourcing.

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6.0 - 11.0 years

16 - 20 Lacs

Hyderabad

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Job Role: Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and PL of branch Job Requirements: Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) Thinker: Doer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers verticals for new product development, service enhancements and sales initiatives.

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2.0 - 3.0 years

2 - 6 Lacs

Kolkata

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KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customers along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed Sourced Business Banking customers Background in order of preference Banking, Financial Services Graduate: 2-3 years of experience Post Graduate: 2 -3 years of experience Age Limit : 30 Years

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2.0 - 3.0 years

2 - 6 Lacs

Hyderabad

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KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customers along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed Sourced Business Banking customers Background in order of preference Banking, Financial Services Graduate: 2-3 years of experience Post Graduate: 2 -3 years of experience Age Limit : 30 Years

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6.0 - 11.0 years

16 - 20 Lacs

Hyderabad

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Job Role: Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and PL of branch Job Requirements: Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) Thinker: Doer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers verticals for new product development, service enhancements and sales initiatives.

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2.0 - 3.0 years

2 - 6 Lacs

Kolkata

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KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customers along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed Sourced Business Banking customers Background in order of preference Banking, Financial Services Graduate: 2-3 years of experience Post Graduate: 2 -3 years of experience Age Limit : 30 Years

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2.0 - 3.0 years

2 - 6 Lacs

Kolkata

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KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customers along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed Sourced Business Banking customers Background in order of preference Banking, Financial Services Graduate: 2-3 years of experience Post Graduate: 2 -3 years of experience Age Limit : 30 Years

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2.0 - 3.0 years

4 - 5 Lacs

Kolkata

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KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customers along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customers Background in order of preference Banking, Financial Services Graduate: 2-3 years of experience Post Graduate: 2 -3 years of experience Age Limit : 30 Years

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2.0 - 3.0 years

2 - 6 Lacs

Kolkata

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KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customers along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed Sourced Business Banking customers Background in order of preference Banking, Financial Services Graduate: 2-3 years of experience Post Graduate: 2 -3 years of experience Age Limit : 30 Years

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2.0 - 3.0 years

2 - 6 Lacs

Hyderabad

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KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customers along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed Sourced Business Banking customers Background in order of preference Banking, Financial Services Graduate: 2-3 years of experience Post Graduate: 2 -3 years of experience Age Limit : 30 Years

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2.0 - 3.0 years

2 - 6 Lacs

Kolkata

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Premier Acquisition Manager Business Banking KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customers along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed Sourced Business Banking customers Background in order of preference Banking, Financial Services Graduate: 2-3 years of experience Post Graduate: 2 -3 years of experience Age Limit : 30 Years

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4.0 - 9.0 years

15 - 20 Lacs

Hyderabad, Chennai, Bengaluru

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Tata Asset Management Limited Cluster Head : Banking & PCG Position Title: Cluster Head : Banking & PCG Location: Hyderabad, Chennai, Bengaluru - Individual positions for each role are being hired for. Department: Sales Reports to: State Head of Telangana, Tamil Nadu and Bengaluru Respectively Job Description: Key Responsibilities: Promote and obtain market share for our products in the banking channel. Strong relationship building in banks and maintenance of AUM. Continuously enthuse and motivate sales staff of banks and PCG to sell our products. Train frontline sales staff; formulate sales promotion and other sales support activity. Gather market intelligence for product development process. Maintain RM database, proper follow up and tracking of market share Experience: 4-10 years of experience Qualification: Graduation / Postgraduate (Any), NISM -VA Skills And Abilities: Good communication & interpersonal skills Self-starter, self-motivated and should be a go-getter Flexibility & Adaptability Problem Solving and Decision Making Ability to take mature decisions from a business perspective

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