Verified Job
Accounting - Finance
Bancassurance Life Insurance Officer
Accounting - Finance
#586465
Remote / WFH
Job Description
Axis Bank
CBG:CB RM - SEG
Axis Bank • Ahmedabad, Gujarat • via Glassdoor
14 hours ago
Full–time
Apply on Glassdoor
Apply on SimplyHired
Apply on Jobrapido.com
Apply on EduCativ
Job description
About Commercial Banking Group:
The Commercial Banking Group is responsible for delivering One Axis to clients with a turnover between Rs 10 Crs. to Rs 250 Crs. by offering products & solutions around forex, trade, payments, cash management and tax payments along with retail products like salary, trust services, forex, commercial card, credit cards etc
About the Role:
The Relationship Manager is responsible for the achievement of the budgeted targets by sourcing NTB business through channels/self-sourcing and customer relationship management. The Job holder also coordinates post sanction formalities such as, disbursement, cross-sell, compliance of statutory & internal audit issues and provides industry/segment specific feedback to Geography and Central Office team
Key Responsibilities
• Generate leads by identifying potential industrial areas/trading units & prepare strategies to increase the Bank’s penetration in those areas
• Manage the internal (Branches/ other business verticals) and external (empanelled outsourced agencies) lead generating channels to generate the expected business
• Enable the sanctioning process by ensuring conduct and scrutiny of pre-disbursement activities
• Liaison with Corporate Banking Operations team and Centralized Processing Unit to enable smooth completion of post sanction formalities, account opening and disbursement
• Meet customer service requirements through regular interactions with the customers to understand business condition, enhancement opportunity, etc
• Monitor transactions in the customer accounts to ensure that the cash flow movement and end use of fund are in compliance with the sanction stipulations
• Assist the Credit Manager in unit inspections and ensure timely insurance renewal, DP updated, stock renewal statement scrutiny and gathering of relevant market information
• Ensure maintenance of quality and health of portfolio and minimize Days Past Due through regular interactions with the customer
• Initiate recovery of stressed accounts through tele-calling/ field visits
• Ensure compliance to the stipulated guidelines/ norms and ensure closure to the audit processes
Qualifications:
Optimal qualification for success on the job is:
• Graduation/ Post-Graduation from a recognized institute
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
• Knowledge of banking products and services
• Ability to manage complex client situations
• 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
#ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"
Report this listing
Axis Bank
AmbitionBox
3.7/5
27.7K reviews
Glassdoor
3.6/5
8K reviews
Indeed
3.+/5
3.7K reviews
axisbank.com
More jobs at Axis Bank
See web results for Axis Bank
I
Indusind Bank
Bancassurance Life Insurance Officer
Indusind Bank • Ahmedabad, Gujarat • via Jobaaj
14 hours ago
Full–time
No Degree Mentioned
Apply directly on Jobaaj
Job description
What role you will play in team
You
ll be instrumental in selling life insurance products through our bank branches
What you will do
Promote life insurance products to bank customers
answer questions
and process applications
Key responsibility
Promote and sell life insurance products to bank customers
Educate customers about the benefits of life insurance
Answer customer questions about products and procedures
Process applications for life insurance policies
Maintain accurate records and documentation
Achieve sales targets set by the bank and insurance partner
Required Qualification and Skills
High school diploma or equivalent
Excellent communication and interpersonal skills
Strong sales skills
Knowledge of life insurance products
Ability to work independently and as part of a team
Prior experience in a banking environment is an advantage
Benefits Included
Competitive salary and commission structure
Benefits package as per bank policy
Opportunities for professional growth and development within the banking sector
A Day in the Life
Meeting with bank customers
presenting insurance options
answering questions
processing applications
and ensuring that sales targets are achieved
CBG:CB RM - SEG
Axis Bank • Ahmedabad, Gujarat • via Glassdoor
14 hours ago
Full–time
Apply on Glassdoor
Apply on SimplyHired
Apply on Jobrapido.com
Apply on EduCativ
Job description
About Commercial Banking Group:
The Commercial Banking Group is responsible for delivering One Axis to clients with a turnover between Rs 10 Crs. to Rs 250 Crs. by offering products & solutions around forex, trade, payments, cash management and tax payments along with retail products like salary, trust services, forex, commercial card, credit cards etc
About the Role:
The Relationship Manager is responsible for the achievement of the budgeted targets by sourcing NTB business through channels/self-sourcing and customer relationship management. The Job holder also coordinates post sanction formalities such as, disbursement, cross-sell, compliance of statutory & internal audit issues and provides industry/segment specific feedback to Geography and Central Office team
Key Responsibilities
• Generate leads by identifying potential industrial areas/trading units & prepare strategies to increase the Bank’s penetration in those areas
• Manage the internal (Branches/ other business verticals) and external (empanelled outsourced agencies) lead generating channels to generate the expected business
• Enable the sanctioning process by ensuring conduct and scrutiny of pre-disbursement activities
• Liaison with Corporate Banking Operations team and Centralized Processing Unit to enable smooth completion of post sanction formalities, account opening and disbursement
• Meet customer service requirements through regular interactions with the customers to understand business condition, enhancement opportunity, etc
• Monitor transactions in the customer accounts to ensure that the cash flow movement and end use of fund are in compliance with the sanction stipulations
• Assist the Credit Manager in unit inspections and ensure timely insurance renewal, DP updated, stock renewal statement scrutiny and gathering of relevant market information
• Ensure maintenance of quality and health of portfolio and minimize Days Past Due through regular interactions with the customer
• Initiate recovery of stressed accounts through tele-calling/ field visits
• Ensure compliance to the stipulated guidelines/ norms and ensure closure to the audit processes
Qualifications:
Optimal qualification for success on the job is:
• Graduation/ Post-Graduation from a recognized institute
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
• Knowledge of banking products and services
• Ability to manage complex client situations
• 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
#ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"
Report this listing
Axis Bank
AmbitionBox
3.7/5
27.7K reviews
Glassdoor
3.6/5
8K reviews
Indeed
3.+/5
3.7K reviews
axisbank.com
More jobs at Axis Bank
See web results for Axis Bank
I
Indusind Bank
Bancassurance Life Insurance Officer
Indusind Bank • Ahmedabad, Gujarat • via Jobaaj
14 hours ago
Full–time
No Degree Mentioned
Apply directly on Jobaaj
Job description
What role you will play in team
You
ll be instrumental in selling life insurance products through our bank branches
What you will do
Promote life insurance products to bank customers
answer questions
and process applications
Key responsibility
Promote and sell life insurance products to bank customers
Educate customers about the benefits of life insurance
Answer customer questions about products and procedures
Process applications for life insurance policies
Maintain accurate records and documentation
Achieve sales targets set by the bank and insurance partner
Required Qualification and Skills
High school diploma or equivalent
Excellent communication and interpersonal skills
Strong sales skills
Knowledge of life insurance products
Ability to work independently and as part of a team
Prior experience in a banking environment is an advantage
Benefits Included
Competitive salary and commission structure
Benefits package as per bank policy
Opportunities for professional growth and development within the banking sector
A Day in the Life
Meeting with bank customers
presenting insurance options
answering questions
processing applications
and ensuring that sales targets are achieved
