Agency Manager

Assistant Channel Support Officer

Maintain and update passwords, attendance, MIS reports maintaining. Manage travel advances, claims, and settlements. Process certificates, invoices, and credit notes in Tally. Ensure monthly reports are shared and documented for ISO audit. Support CSO and handle visiting card processing.

Agency Manager

To ensure Licensing of the agents and building own team To drive productivity of the new and vintage agents To drive performance by implementing sales promotion for the PFA To coach and mentor PFAs in providing need based solutions for customers

Relationship Manager - Axis bank

To sell Life insurance products through the assigned Bank branches by building long term relationship with the bank. Building Relationship and Motivate branch staff to help generate leads. Providing complete policy details and after sales services to clients.

Team Leader-Direct Channel

1.The primary goal of the role is to identify and maximize opportunities to sell insurance products to existing customers2.The role focuses on driving sustainable revenue growth by cross selling a variety of life insurance plans to clients

Team Leader-Direct Channel

1.The primary goal of the role is to identify and maximize opportunities to sell insurance products to existing customers2.The role focuses on driving sustainable revenue growth by cross selling a variety of life insurance plans to clients

Branch Manager

Roles & Responsibilities: Manage and drive overall branch performance Handle gold loan operations and business development Generate leads through outside marketing and brand promotion Achieve monthly sales and business targets Ensure smooth branch operations and team management Build strong customer relationships and ensure service quality Monitor branch growth and profitability

RELATIONSHIP MANAGER - FEDERAL BANK - CTC UPTO 4.5 LPA

* Achieve sales targets from 2-3 assigned bank branches* Promote bank staff incentive programs* Develop new markets as per company strategy* Build strong customer base for cross-sell & up-sell

FINANCIAL SERVICE CONSULTANT - ICICI BANK - CTC UPTO 4.2 LPA

* Achieve sales targets from 2-3 assigned bank branches* Promote bank staff incentive programs* Develop new markets as per company strategy* Build strong customer base for cross-sell & up-sell

Field Relationship Manager – Direct Channel - CTC UPTO 6 LPA

Drive sales through direct customer engagement and field activitiesIdentify and acquire new customers to expand the business portfolio Build and sustain strong relationships with existing and prospective clients Understand customer financial needs and recommend suitable life insurance solutions Consistently achieve assigned sales targets and business objectives Ensure high levels of customer satis

Field Relationship Manager - Direct channel - 9677419911

Generate leads and build a strong customer pipeline through self-sourcing Sell life insurance products directly to customers (no intermediaries) Understand customer financial needs and recommend suitable insurance plans Conduct client meetings, presentations, and product demonstrations Achieve monthly/quarterly sales targets Maintain long-term relationships with clients for renewals and cross-sel

Deputy Area Manager

 Understand the IM acquisition and also IMF regulation, value proposition & registration process.  Acquisition of 6 - 7 IM's in a year independently. Independently managing a pool of Insurance Managers mapped to them from existing pool in the beginning only. Post successful completion of 1 year, the next level is CDM wherein the focus will be on IMF journey.