Industry :Banking and Financial Services

Products/ Services: Lockers, Deposits, General and Life Insurance, Mutual Funds

• Responsible for the overall sales and operational function of the branch/li>
• Manage team to build sales / operational functional excellence.
• Handholding, mentoring and coaching for performance.
• Plan and execute activities to promote products and services to acquire clients.
• Engage client relationship to enhance stickiness thus creating opportunities for up sell and cross sell.
• Achieve product and revenue mix as will be decided my Management from time to time.
• Ensure promptness in handling MIS including escalations relating to sales activities and documentation.
• Track and Manage performance of sales and back end staff.
• Adhere to rules and regulations, monitor them regularly.
• Take accountability for Consistent achievement of monthly targets.

Requirements:

• Ability to stay abreast of competing markets and provide reports on market movement and penetration.
• Experience in Sales Management with proficiency in Activity and Performance management.
• Team Building and organizational skills.
• Customer Centricity and results driven.
• Strong communication and people skills.
• Learning orientation.

Education: Minimum Qualification: Graduate

Experience: Minimum 5 years of Financial Products & Services sales experience.

Minimum 2 years of Team management experience.

Industry :Banking and Financial Services

Job Purpose/ Services: Responsible for achieving sales targets for life insurance products, developing marketing strategies and building up the sales team. Also ensuring regulatory compliance.

Key duties include liaison with life insurance partners, negotiating and securing best possible deals with partners, enhancing the knowledge and skills of the sales team, selecting strategic products, managing vendors, market and competitor analysis, and ensuring compliance with regulations. This role collaborates closely with the field team to achieve sales goals.

Duties & Responsibilities:

• Collaborate with the branch sales team to develop effective sales strategies and achieve the Life Insurance targets.
• Provide product knowledge and skills training to sales team.
• Develop marketing materials and sales tools to support product promotion.

• Oversee the selection and management of life insurance products from various insurers.
• Ensure a diverse and competitive product portfolio to meet the needs of different customer segments.
• Regularly review product performance and recommend portfolio adjustments.

• Establish and maintain strong relationships with insurance companies.
• Negotiate product terms, commissions, and service agreements with partners.
• Monitor partner performance and ensure adherence to service level agreements.

• Conduct market research to identify customer needs, industry trends, and competitive products.
• Analyze market data to stay updated on product selection and positioning.
• Provide insights and recommendations based on market analysis to drive business growth.

• Engage with customers and distribution channels to gather feedback and insights.
• Ensure products offered meet customer expectations.
• Implement strategies to enhance customer satisfaction and retention.

• Ensure compliance with regulatory requirements and industry standards.
• Stay updated on regulatory changes and assess their impact on product offerings.
• Coordinate with the compliance team to manage product-related risks.

Requirement:

Preferably Masters Degree in Management from Premium Institutes. Certifications from IRDA will be an added advantage.

Minimum of 8 years of experience in the life Insurance industry, with at least 5 years in team management/product head.

• Sales Management
• Team Development
• Customer Relations
• Regulatory Knowledge

Excellent verbal and written communication skills, with the ability to clearly convey information and build positive relationships with clients and team members.

Proficient in using Microsoft Office Suite, and experience with database management.

Ability to travel as needed for the role, including local, regional trips, and adapt to various working environments.

Industry :Banking and Financial Services

Products/ Services: Lockers, Deposits, General and Life Insurance, Mutual Funds

• Represent SFSL, its values and vision to all prospective customers and present our services
• Acquire new customers for SFSL, and take accountability in handling their investment portfolios including Lockers and Deposits
• Meeting Productivity targets as assigned by the Organization on month-on-month basis.
• Cross-Sell and Up-Sell to existing clients
• Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solution based on the analysis.
• Ensure that MIS/ Reporting Formats are maintained/ Updated on regular basis.
• Maintain customer relations & ensure post sale needs of customers are met.
• Ensure strict adherence to policies and procedures.
• Organize marketing activities or events to raise brand awareness.

Requirements:

• Presentable and multi-tasking skills
• Outstanding communication and interpersonal abilities
• A team player with a customer-centric approach
• Basic Selling Skills
• Knowledge of basic marketing techniques and principles
• Local language proficiency and mobility.

Compensation: Basis industry standards and last drawn salary

Education: UG: Any Graduate - Any Specialization, PG: Any Graduate - Any Specialization

Industry :Banking and Financial Services

Job Purpose/ Services:The Project Manager is responsible for coordinating and overseeing all new branch infrastructure projects and managing facilities for existing branches. The Project Manager will ensure that all projects are completed on time, within scope, and within budget.

Collaborate with architects, civil engineers, and other vendors to plan and design new projects, ensuring alignment with company objectives and standards. Design:

Develop detailed project plans and blueprints, ensuring that designs are both functional and compliant with all relevant standards.

Estimate project costs, prepare budgets, and monitor expenses throughout the construction process to ensure projects stay within financial limits.

Coordinate with various members of the Corporate Office and Branch Offices to ensure adherence to delivery timelines, facilitating effective communication and collaboration.

Obtain necessary permits and approvals from relevant authorities and regulatory bodies, ensuring all projects meet legal and regulatory requirements.

Conduct regular site visits to assess progress, quality, and compliance with construction plans and specifications, addressing any issues promptly.

Regularly monitor the maintenance of existing branches to ensure cleanliness and hygiene standards are upheld, and that Annual Maintenance Contracts (AMCs) are completed on schedule. Assess and address maintenance requests from branches through either centralized or decentralized methods, following the necessary approval process.

Implement and oversee quality control and assurance processes to maintain the highest construction standards and safety protocols.

Maintain accurate project documentation, including reports, progress updates, and change orders, ensuring transparency and accountability.

Regularly communicate with senior management, vendors, and stakeholders to address concerns, provide updates, and manage expectations effectively.

Requirement:

Minimum Bachelor’s Degree -Civil Engineering preferred

Minimum of 3 years of experience in project management or facility management.

• Excellent communication skills
• Vendor Management
• Problem solving and decision making
• Time Management

• Excellent verbal and written communication skills, with the ability to clearly convey information and build positive relationships with clients and team members.
• Language proficiency: English and Tamil.

Proficient in using Microsoft Office Suite, and Project Management basic tools.

Ability to travel as needed for the role, including local, regional trips, and adapt to various working environments.

Industry :Banking and Financial Services

Products/ Services: Lockers, Deposits, General and Life Insurance, Mutual Funds

• Represent SFSL, its values and vision to all prospective customers and present our services
• Acquire new customers for SFSL, and take accountability in handling their investment portfolios including Lockers and Deposits
• Meeting Productivity targets as assigned by the Organization on month-on-month basis.
• Cross-Sell and Up-Sell to existing clients
• Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solution based on the analysis.
• Ensure that MIS/ Reporting Formats are maintained/ Updated on regular basis.
• Maintain customer relations & ensure post sale needs of customers are met.
• Ensure strict adherence to policies and procedures.
• Organize marketing activities or events to raise brand awareness.

Requirements:

• Presentable and multi-tasking skills
• Outstanding communication and interpersonal abilities
• A team player with a customer-centric approach
• Basic Selling Skills
• Knowledge of basic marketing techniques and principles
• Local language proficiency and mobility.

Compensation: Basis industry standards and last drawn salary

Education: UG: Any Graduate - Any Specialization, PG: Any Graduate - Any Specialization

Industry :Banking and Financial Services

Products/ Services: Lockers, Deposits, General and Life Insurance, Mutual Funds

• Represent SFSL, its values and vision to all prospective customers and present our services
• Acquire new customers for SFSL, and take accountability in handling their investment portfolios including Lockers and Deposits
• Meeting Productivity targets as assigned by the Organization on month-on-month basis.
• Cross-Sell and Up-Sell to existing clients
• Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solution based on the analysis.
• Ensure that MIS/ Reporting Formats are maintained/ Updated on regular basis.
• Maintain customer relations & ensure post sale needs of customers are met.
• Ensure strict adherence to policies and procedures.
• Organize marketing activities or events to raise brand awareness.

Requirements:

• Presentable and multi-tasking skills
• Outstanding communication and interpersonal abilities
• A team player with a customer-centric approach
• Basic Selling Skills
• Knowledge of basic marketing techniques and principles
• Local language proficiency and mobility.

Compensation: Basis industry standards and last drawn salary

Education: UG: Any Graduate - Any Specialization, PG: Any Graduate - Any Specialization