Private Bank Life Insurance and Annuity Associate

2 weeks ago


Mumbai, India JPMorgan Chase Bank, N.A. Full time

You are a strategic thinker passionate about driving solutions in Life Insurance
**.** You have found the right team

As a Private bank Life Insurance and Annuity Specialist you you will spend each day defining, refining and delivering set goals for our firm. The
**Private Bank Life Insurance and Annuity Specialist** (Associate) will support the Private Bank Life Insurance and Annuity Product Owner, Business Development, and sales teams across the products for the Private Bank.

**Responsibilities**:

- Support all aspects of the Life Insurance and Annuity Business in the Private Bank
- Work with Life Insurance and Annuity team to understand business needs, define short term and long term needs
- Support implementation of operating model and process/system evolution across both products for the Private Bank - documenting processes, creating training / support materials
- Facilitate change-management and syndication discussions with key stakeholders from each product
- Create materials for discussions needed
- Develop, establish, and maintain best practices across functional groups and product groups
- Partner with Legal, Risk, Compliance & Supervision and governance to ensure policy and procedures are consistently up-to-date

**Required qualifications, capabilities and skills**
- CA/MBA with 4+ years of experience
- Prior experience required in project/product management in financial services
- Strong experience using Microsoft Office, including Excel & PowerPoint (VBA and Tableau a plus)
- Demonstrated ability to manage multiple initiatives to completion under concurrent, rigorous deadlines in a fast-paced dynamic environment. Strong ability communicating with internal and external stakeholders and senior management
- Excellent communication skills and poise giving presentations, especially to senior management
- Demonstrated aptitude for sales and client relationship management
- The ability to be a dynamic member of a team

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.



  • mumbai, India JPMorgan Chase & Co. Full time

    The ability to work across line of business and across function (including sales, operations, technology, marketing, legal, risk, compliance) is paramount in delivering a world-class offering and client experience. As an "Annuity & Life Insurance - Business Analyst  ”  in our “Insurance Strategy and Transformation team”, you will spend each day...


  • Mumbai, India Deutsche Bank Full time

    **Job Title: Private Banking Advisor - Branch Banking** **Location - Mumbai** Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value...


  • Mumbai, Maharashtra, India Deutsche Bank Full time

    **Private Banking Advisor**: **Job ID**:R0293400**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-03-18**Location**:Mumbai**Position Overview**: **Job Title - **Private Banking Advisor, AS** **Location - Mumbai, India** **Role Description** Branch Banking is the liability business for Deutsche Bank present in 17 locations across...

  • Pcc Only

    4 weeks ago


    Mumbai, Maharashtra, India Deutsche Bank Full time

    **PCC Only - Private Banking Advisor**: **Job ID**:R0293401**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-03-18**Location**:Mumbai**Position Overview**: **Job Title - **Private Banking Advisor** **Location - Mumbai, India** **Role Description** Branch Banking is the liability business for Deutsche Bank present in 17 locations...

  • Credit Life Channel

    6 days ago


    Mumbai, India AGEAS FEDERAL LIFE INSURANCE CO LTD Full time

    Greeting from Ageas Federal Life Insurance !!! Position : Insurance Relationship Manager ( Credit Line Channel - Home Loan Protect Insurance) Job location: Mumbai ( Navi Mumbai & Western Line ). CTC : 2.50 Lacs to 4.50 lacs + Medical + Conveyance + Incentives Key Responsibilities 1. Target Achievement 2. Increase penetration 3. Relationship Management...

  • Bdm (Life Insurance)

    4 weeks ago


    Mumbai, India Core Careers Pvt Ltd Full time

    Profile - Business Associate manager Roles and Responsibilities: Drive the assigned sales target through assigned bank branches - Organize meetings to discuss sales activities and take decisions on strategies necessary for improvement - Optimally use available technology platforms to service customers and provide quicker closures on cases to the Lead...


  • Mumbai, India 0277 Deutsche Bank Aktiengesellschaft, Filiale Khar Mumbai Full time

    Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading...


  • Mumbai, India Deutsche Bank Full time

    **Private Banking Advisor**: **Job ID**:R0206774**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2023-01-24**Location**:MumbaiOur values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive...


  • Mumbai, Maharashtra, India KOTAK LIFE INSURANCE COMPANY Full time

    Apply for Business Development Manager KOTAK LIFE INSURANCE, Job Junction in Mumbai ,Pune ,Surat for 1 - 6 Year of Experience on


  • Mumbai, India KOTAK LIFE INSURANCE COMPANY Full time

    Apply for Business Development Manager KOTAK LIFE INSURANCE, Job Junction in Mumbai ,Pune ,Surat for 1 - 6 Year of Experience on TimesJobs.com.

  • Center Manager

    4 weeks ago


    Mumbai, India Max Life Insurance Full time

    Position Center Manager- Branch Banking Band 4 Reporting to Regional Manager Function Strategic Alliances - DCB Key Responsibility Areas: Recruit, train and Supervise executives to achieve the agreed business targets of Protection and Annuity in the defined cluster and building a progressive partnership with the bank. Manage...


  • Mumbai, India BOB -INDIA FIRST LIFE INSURANCE BANCA CHANNEL Full time

    JOB DESCRIPTION POSITION / DESIGNATION Business Development Manager - Bancassurance JOB RESPONSIBILITIES The Business Manager has the responsibility of driving sales and achieving the sales target for the assigned bank branches Target Achievement - Drive sales and achieve targets through the bank branches - Selling company’s product Sales Support -...

  • Phone Banking Officer

    4 weeks ago


    Mumbai, India Aditya Birla Sun Life Insurance Full time

    Aditya Birla Sun Life Insurance is hiring for: **Relationship Manager - Phone Banking (Lead Generation process)** - You will have to contact with potential customers and pitch life insurance products, create interest and generate leads - You will pass on the leads to sales team for sales - Daily 200 - 250 calls need to be made - Positions open in Andheri and...


  • Mumbai, India Max Life Insurance Company Limited Full time

    About Max Life Insurance: Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation. Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel...


  • Mumbai, India Max Life Insurance Full time

    Graduate in any discipline 1 to 2 yrs of overall exp. in sales with a minimum of 6 months work experience in the fields of Banca, Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship. Corporate salary experience preferred

  • Training Manager

    4 weeks ago


    Mumbai, India Tata AIA Life Insurance Full time

    Position Overview: Position Title Training Manager (Partnership Distribution) Role Summary: • To manage training & development objective of the allotted PARTNER branches/cluster • To ensure optimal training coverage to realize desired sales & product mix objective. • To plan training calendar and ensure training coverage as per planned calendar &...

  • Insurance Agent

    7 days ago


    Mumbai, India Life Insurance Corporation India Full time

    Selling and manage insurance policies on behalf of an insurance company Life insurance corporation of India (LIC) Also those who lost their job in covid,it's a golden chance to work with LIC and grow with corporation through renewal passive income. **Job Types**: Full-time, Part-time, Commission Part-time hours: 5-6 per week **Salary**: ₹10,472.00 -...

  • Life Insurance Sales

    4 weeks ago


    Mumbai, India Core Careers Pvt Ltd Full time

    Roles and Responsibilities: Drive the assigned sales target through assigned bank branches - Organize meetings to discuss sales activities and take decisions on strategies necessary for improvement - Optimally use available technology platforms to service customers and provide quicker closures on cases to the Lead Generators Relationship Building - Network...

  • Kotak Life Insurance

    2 weeks ago


    Mumbai, India Kotak Life Insurance Full time

    Overview:Kotak Life Insurance invites applications for the role of Senior Lead- Model Development. We are seeking a visionary leader with a robust expertise in model development, encompassing both traditional statistical methods and cutting-edge machine learning techniques. This role is pivotal in our drive to transform data and analytics, elevating our...

  • Zonal Head

    4 weeks ago


    Mumbai, India Tata AIA Life Insurance Full time

    JOB DESCRIPTION: ZONAL MANAGER IDFC BANCASSSURANCE PARTNERSHIP A. Position Overview Position Title Zonal Manager Department IDFC First Bank Level/ Band AVP / Senior Manager Role Summary : -Liase with Bank’sZonal officers and ensure alignment on Life Insurance Business -Visit zones, regions,districts and branches -...