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College Square

Ballygunge Gardens

The Supervisor  is responsible for supervising day-to-day operations while leading and guiding a team to achieve business goals. The role combines administrative supervision with team leadership, focusing on performance management, coordination, and achieving organizational targets.
Key Responsibilities: Supervise and coordinate the daily activities of the team to ensure smooth workflow.
Lead, train, and motivate team members to achieve individual and group targets.
Monitor performance, provide feedback, and ensure timely task completion.
Handle reporting, documentation, and communication between departments.
Plan and execute work schedules, allocate responsibilities, and resolve operational issues.
Ensure compliance with company policies and maintain discipline within the team.
Assist management in achieving sales or operational objectives.
Prepare and submit daily and monthly performance reports.
Support in recruitment, onboarding, and training of new staff as needed.
Qualifications & Skills:Bachelor’s degree in Business Administration or a related field.
3–6 years of experience in supervision or team leadership roles.
Strong leadership, communication, and organizational skills.
Ability to manage multiple tasks and work under pressure.
Proficiency in MS Office and basic computer operations.
Team-oriented, goal-driven, and proactive.



Kotak Life Insurance

Supervisor

Santoshi Mata Chowk

Bund Garden Central Mall

a direct channel role involves selling insurance policies directly to customers without using intermediaries like agents or brokers. This can be done through online platforms, call centers, or in-person at a company's branch. Common direct channel job rolesSales and relationship managementRelationship Manager, Direct Channel: A frontline sales role where you are responsible for promoting and selling insurance policies directly to prospective and existing clients. This often involves understanding customer needs, recommending products, and maintaining strong customer relationships.Territory Sales Manager: A role that involves leading a team of direct sales personnel to meet and exceed monthly sales targets within a specific region. It includes monitoring team performance, maintaining high-quality business, and ensuring compliance.Direct Sales Executive/Officer: Focused on outbound and inbound sales calls to customers or following up on leads generated through the company's website. They work to convert prospects into customers by explaining policy benefits and managing the sales process.Branch Manager, Direct Channel: A leadership role for an assigned branch that manages the direct channel business. Responsibilities include achieving sales targets, coaching a team of sales personnel, and ensuring regulatory compliance. Leadership and strategyChief Direct Distribution Officer: A high-level executive position overseeing all direct sales channels. This role focuses on strategy, profitability, and driving growth for the entire direct channel operation.Cluster Business Head: A management position that involves driving sales and achieving revenue targets for a specific cluster of sales teams. Responsibilities include strategic planning, performance monitoring, and team development. 

Key responsibilities:

Customer engagement: Directly interacting with customers to understand their needs, answer questions, and build lasting relationships to ensure satisfaction and retention.
Sales and target achievement: Actively selling policies and meeting or exceeding monthly and annual sales targets.
Adherence to regulations: Ensuring that all sales practices and processes are fully compliant with company policies and regulatory guidelines, such as those set by the IRDAI in India.
Upselling and cross-selling: Identifying opportunities to sell additional products or services to existing customers to increase their lifetime value.
Leveraging technology: Using online tools, customer relationship management (CRM) software, and other digital platforms to streamline the sales process and enhance the customer experience. 


Canara Hsbc Oriental Bank Of Commerce Life Insurance Company Ltd

Relationship Officer/Sr Relationship Officer/Ex Relationship Officer

Ahmedpur

Budha Gaon

NIVA BUPA HEALTH INSURANCE 
AXIS BANK 
CTC 3.5


Niva Bupa Health Insurance Company

Relationship Manager

Ahmedabad (Rural) District Court

Chaiteshwar Mahadev

ICICI prudential life insurance banca channel ,
icici bank 
3.5 ctc 
product -life insurance 


Icici Prudential Life Insurance Company Limited

Subramanya Nagar

Kailasipalyam

Combined Job Description for Financial Consultant/ Life Advisor / Business Partner:

For Financial Consultant/ Life Advisor:

Lead Generation & Prospecting
Lead generation for insurance agents is important to bring more business to the company as well as improve their income prospects. The primary role of insurance agent is to continuously engage in database collection to connect with new clients.

Consulting Clients and Assessing Needs
Communicating with the clients and assessing their needs is the most important insurance agent duties. It helps in suggesting plans to align with their needs and financial goals. The approach of assisting the client to make an informed decision builds trust and ensures customer satisfaction, which is also a key responsibility of an insurance advisor.

Policy Sales
One of the key functions of an insurance agent is converting leads to sales. This involves providing information about all the available products and explaining the benefits, terms and conditions, and cost of each product. The agent also assists the clients in selecting a product to suit their requirements and navigates them through the application process till the policy issue.

Follow-ups & Customer Relationship Management
Follow-ups and customer relationship management are the most important insurance agent duties and are crucial for business development and maintaining existing customers. An insurance agent follow-up strategy can work wonders in completing the insurance sales process and increasing numbers. Not only does it help in initiating an application, but it ensures timely policy renewals. Keeping continued relationships with clients is another major insurance agent job role that gives an assurance that they can reach out to the agent for assistance at any time. This strategy ensures customer satisfaction and long-lasting relationships.

Post-Sale Services & Claim Assistance
The role of insurance agent does not end with policy sales. Post-sale services and claim assistance are a part of the customer relationship in insurance. Attending to customer queries, helping them with policy renewals, updating them about policy guidelines, and assisting in the claims fosters trust and long-term satisfaction.

For Business Partner:

An HDFC Business Partner's role involves recruiting, training, and managing a team of financial consultants or agents to meet sales targets, while also focusing on customer relationships and business growth. Key responsibilities include driving sales through the team, ensuring business quality, providing pre- and post-sales support, and using digital tools to enhance productivity. There are different types of business partners, such as Agency Business Partners focused on insurance sales and Human Resource Business Partners, who support the HR function

Team Management: Recruit, train, and mentor a team of Financial Consultants (agents) to sell life insurance products. 


Sales and Business Development: Drive sales activities with the team, meet prospective customers, and achieve business targets and premium goals


Business Support: Provide pre- and post-sales support to customers and ensure advisors maintain high standards of service and business quality. 


Performance Monitoring: Ensure business persistency and quality, monitor team performance, and promote the use of digital platforms for productivity. 


Market and Data Analysis: Analyze market trends and data to develop strategies for business expansion and new customer acquisition
Walk in date : 7th Nov



Hdfc Life Insurance Company Limited

Business Partner / Financial Consultant / Life Advisor

Indiranagara

SBI life insurance is doing recruitment recruitment. interest candidates only apply.


Sbi Life Insurance Company Limited

Unit Manager

Rashtrapati Bhavan

Uttam Nagar West

DRA PERSON HE APPLY KARE JO URGENT BASED PR JOIN KR LE SALARY FIC HAI SATH ME INCENTIVE HAI WEEKLY INCENTIVE BE HAI 


Tanwar Associates

Recovery Executive

Nai Duniya

Niranjanpur Circle

Key Responsibilities:
·        Medical Review & Claims Adjudication: 
Assess and validate medical claims based on clinical documentation and policy coverage. 
Interpret diagnostic reports, treatment plans, and prescriptions to determine claim eligibility. 
Coordinate with internal medical teams to ensure accuracy in claims decision-making. 

·        Customer Interaction & Support: 
Communicate with policyholders, hospitals, and third-party administrators (TPAs) to explain claim decisions in a clear and professional manner. 
Handle escalated or complex customer service issues involving medical claims. 
Offer support and guidance on claim submission processes and documentation requirements. 

·        Compliance & Documentation: 
Ensure all claims are processed in compliance with IRDAI regulations and internal guidelines. 

Maintain accurate records of claim assessments, approvals, denials, and communications.


Icici Lombard

Insurance Claims Specialist

Subramaniyapuram Extension

Peramanur

Develop and execute effective collections strategies for a diverse portfolio of home loan product.

Lead, train, and manage a team of collections executives to achieve individual and team recovery targets.

Monitor and analyze collections data to identify trends, predict non-performing assets (NPAs), and optimize recovery processes.

Ensure all collections activities adhere to internal policies and regulatory guidelines set by the Reserve Bank of India (RBI) and other relevant authorities.

Handle complex or escalated collections cases, negotiating with customers to find viable repayment solutions.

Collaborate with the credit, legal, and risk teams to improve loan underwriting standards and resolve legal disputes.

Prepare and present detailed reports on collections performance, NPA status, and recovery rates to senior management.

Implement and manage collections software and tools to enhance efficiency and data accuracy.


Muthoot Finance

Collection Manager

Porur

Malanthur

We are looking tirupati near by candidates only intrested can apply or call


Manuvishnu Finserve LLP

Customer Relations Officer

Park Street

* Aditya Birla Capital Kolkata park street
* Job Description
* Providing strategic advice across a variety of financial products and services.
* oversees the operations of an agency, including managing staff, developing business strategies, and maintaining client relationships
* Assessing client’s overall financial picture, understand their needs and develop a solid financial plan.
* Guiding clients towards a profitable and secure financial decision.
* The purpose of this job is to recruit quality advisors & support / train them and enable them to procure investment from the market& subsequently service the customers.
* Key Responsibilities :
* 1. To recruit high-quality prospective advisors and ensure that they acquire licensing to achieve the Yearly target set in the Goal Sheet.
* 2. Provide on-the-job training & manage and monitor the performance of advisors so that they can achieve their goals.
* 3. Maintain persistence for the investment procured by a team of Advisors to overall achieve the profitability of the team.
* What's in it for you :
* - Opportunity to be promoted to next designation, on 100% completion of the Goal sheet at the end of 6 to 12 months.
* - Opportunity to progress to the position of Branch Manager, at the end of 12 months.
* Location : Kolkata park street We would be pleased to meet with you for further inquiries.


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Banking Insurance Financial Services Jobs In Ambala - 6931 Verified Vacancies

Supervisor

Relationship Officer/Sr Relationship Officer/Ex Relationship Officer

Relationship Manager

Relationship Manager

Business Partner / Financial Consultant / Life Advisor

Unit Manager

Recovery Executive

Insurance Claims Specialist

Collection Manager

Customer Relations Officer

Team Manager

Sales and Marketing Manager

Sales and Marketing Manager

Marketing Manager