Estalvis Advisors Pvt. Ltd. | Relationship Manager | palakkad

1 month ago


palakkad, India Estalvis Advisors Pvt. Ltd. Full time

A. Position Title: Relationship Manager / Senior RM / Executive RM / Assistant Business Manager / Deputy BM

B. Internal Designation: Executive / Sr Executive

C. Job Role: Relationship Manager

D. Reporting to: Business Manager

E. Sub LOB / Department: Bancassurance & FINCARE

F. Location: Branch Offices-Palakkad, Kerala

G. Experience: At least 6 months of relevant sales experience, preferably in the insurance industry (Bancassurance experience is highly preferred).

H. CTC: Rs. 3.00 LPA to 6.25 LPA on case to case basis plus performance based Incentives.

  • Special Benefits:
  • Lowest Targets in the Industry
  • Fixed Salary + Unlimited Incentives
  • ⁠Up to 12 Promotions in a year on completion of targets with a CTC and Position Hike plus Rs 40000 Upgrade allowance on each promotions.
  • No probation Period. Enjoy all company benefits right from Day 1 of joining
  • Mediclaim and Insurance from date of Joining
  • ⁠Highest incentives in the Industry

I. Qualification: Graduate or Post Graduate in any discipline

J. Job Purpose:

  • To drive business through Channel Partners, branch staff, and the distribution network, ensuring that sales and service goals are met and the bancassurance business grows efficiently.

K. Key Responsibilities:

  • Lead Generation & Business Development:
  • After-Sales Service & Upselling:
  • Branch Staff Activation:
  • Training & Skill Development:
  • Business Target Management:

L. Key Performance Indicators (KPIs):

  • Monthly MWPI Target Achievements: Achieve 100% of the Monthly MWPI (Monthly Work Performance Indicator) target for issuance.
  • Branch Activation Rate: Achieve a branch activation rate of >60% every quarter.
  • Persistency Rate: Ensure 13th-month persistency is above 80% for policy renewals and customer retention.
  • NOP Target Achievement: Meet or exceed the NOP (New Business Opportunity) targets as set by the management.

M. Job Requirements:

  • Functional Competencies:
  • Customer Orientation:
  • Partner Management:
  • Planning:

N. Behavioral Competencies:

  • Business Acumen:
  • Collaboration:
  • Execution Excellence:

O. Key Interactions:

a) Internal Interactions:

  • Sales Team:
  • Non-Sales LOB (Line of Business): W

b) External Interactions:

  • Bank Branch Staff:

P. Job Competencies:

  • Customer Relationship Management:
  • Sales Skills:
  • Training & Development:


  • Relationship Manager

    1 month ago


    Palakkad, India Estalvis Advisors Pvt. Ltd. Full time

    A. Position Title: Relationship Manager / Senior RM / Executive RM / Assistant Business Manager / Deputy BMB. Internal Designation: Executive / Sr ExecutiveC. Job Role: Relationship ManagerD. Reporting to: Business ManagerE. Sub LOB / Department: Bancassurance & FINCAREF. Location: Branch Offices-Palakkad, KeralaG. Experience: At least 6 monthsof relevant...

  • Relationship manager

    1 month ago


    Palakkad, India Estalvis Advisors Pvt. Ltd. Full time

    A. Position Title: Relationship Manager / Senior RM / Executive RM / Assistant Business Manager / Deputy BM B. Internal Designation: Executive / Sr Executive C. Job Role: Relationship Manager D. Reporting to: Business Manager E. Sub LOB / Department: Bancassurance & FINCARE F. Location: Branch Offices-Palakkad, Kerala G. Experience: At least...

  • Relationship Manager

    1 month ago


    palakkad, India Estalvis Advisors Pvt. Ltd. Full time

    A. Position Title: Relationship Manager / Senior RM / Executive RM / Assistant Business Manager / Deputy BM B. Internal Designation: Executive / Sr Executive C. Job Role: Relationship Manager D. Reporting to: Business Manager E. Sub LOB / Department: Bancassurance & FINCARE F. Location: Branch Offices-Palakkad, Kerala G. Experience: At least 6 months of...

  • Relationship manager

    1 month ago


    Palakkad, India Estalvis Advisors Pvt. Ltd. Full time

    A. Position Title: Relationship Manager / Senior RM / Executive RM / Assistant Business Manager / Deputy BMB. Internal Designation: Executive / Sr ExecutiveC. Job Role: Relationship ManagerD. Reporting to: Business ManagerE. Sub LOB / Department: Bancassurance & FINCAREF. Location: Branch Offices-Palakkad, KeralaG. Experience: At least 6 months of relevant...

  • Relationship Manager

    4 weeks ago


    Palakkad, India Estalvis Advisors Pvt. Ltd. Full time

    A. Position Title: Relationship Manager / Senior RM / Executive RM / Assistant Business Manager / Deputy BMB. Internal Designation: Executive / Sr ExecutiveC. Job Role: Relationship ManagerD. Reporting to: Business ManagerE. Sub LOB / Department: Bancassurance & FINCAREF. Location: Branch Offices-Palakkad, KeralaG. Experience: At least 6 months of relevant...

  • Relationship Manager

    1 month ago


    Palakkad, India Estalvis Advisors Pvt. Ltd. Full time

    A. Position Title: Relationship Manager / Senior RM / Executive RM / Assistant Business Manager / Deputy BMB. Internal Designation: Executive / Sr ExecutiveC. Job Role: Relationship ManagerD. Reporting to: Business ManagerE. Sub LOB / Department: Bancassurance & FINCAREF. Location: Branch Offices-Palakkad, KeralaG. Experience: At least 6 months of relevant...

  • Relationship Manager

    1 month ago


    Palakkad, India Estalvis Advisors Pvt. Ltd. Full time

    A. Position Title: Relationship Manager / Senior RM / Executive RM / Assistant Business Manager / Deputy BM B. Internal Designation: Executive / Sr Executive C. Job Role: Relationship Manager D. Reporting to: Business Manager E. Sub LOB / Department: Bancassurance & FINCARE F. Location: Branch Offices-Palakkad, Kerala G. Experience: At least 6 months ...

  • Relationship Manager

    1 month ago


    Palakkad, India Estalvis Advisors Pvt. Ltd. Full time

    A. Position Title: Relationship Manager / Senior RM / Executive RM / Assistant Business Manager / Deputy BMB. Internal Designation: Executive / Sr ExecutiveC. Job Role: Relationship ManagerD. Reporting to: Business ManagerE. Sub LOB / Department: Bancassurance & FINCAREF. Location: Branch Offices-Palakkad, KeralaG. Experience: At least 6 months of relevant...


  • Palakkad, India Estalvis Advisors Pvt. Ltd. Full time

    A. Position Title: Relationship Manager / Senior RM / Executive RM / Assistant Business Manager / Deputy BMB. Internal Designation: Executive / Sr ExecutiveC. Job Role: Relationship ManagerD. Reporting to: Business ManagerE. Sub LOB / Department: Bancassurance & FINCAREF. Location: Branch Offices-Palakkad, KeralaG. Experience: At least 6 months of relevant...


  • Palakkad, Kerala, India GREATBELL HR Consultancy Services PVT LTD Full time

    Job OverviewGREATBELL HR Consultancy Services PVT LTD is a renowned Human Resources Services firm, specializing in technical and hospitality manpower recruitment. Based in Kerala, we partner with approximately 500 companies across India, offering efficient HR solutions. Our team comprises dedicated professionals committed to connecting talent with...

  • Tele Caller Executive

    6 months ago


    Palakkad district, India FUTUREPLUS ACADEMY PALAKKAD Full time

    The Telecaller Executive plays a crucial role in the sales and customer relationship management process by engaging potential customers through telephone calls. The primary responsibility is to make outbound calls to prospects, generate leads, and provide information about products or services. The Telecaller Executive is expected to exhibit excellent...


  • palakkad, India TekOne IT Services Pvt. Ltd. Full time

    Role - US IT RecruiterExp - 1-2yearsLocation - Gachibowli Circle, HyderabadJob Summary:We are seeking a highly motivated Technical Recruiter to join our growing team. The ideal candidate will be responsible for recruiting top talent in the field of Information Technology. The candidate should have strong communication skills, a US accent, and be able to work...

  • Purchase Assistant

    6 months ago


    Palakkad district, India Palakkad Institute of Medical Sciences Full time

    Maintain strong working relationships with our vendors - **R**eview purchasing agreements with vendors and maintain open lines of communications with those vendors - Develop an active process for measuring supply inventory and determining purchasing needs based on quarterly and annual numbers **Salary**: ₹8,532.32 - ₹10,000.00 per month Schedule: -...


  • Palakkad, Kerala, India Dhanalakshmi Hire Purchase & leasing Ltd Full time

    Job DescriptionAbout Us:Dhanalakshmi Hire Purchase & leasing Ltd is a leading Non-Banking Financial Company in India, offering a range of financial services and products. We strive to provide convenient and simple experiences to our customers while maintaining high standards in all operations.About the Role:We are seeking an experienced Branch Manager for...

  • Front Office Manager

    1 month ago


    Palakkad, India GREATBELL HR Consultancy Services PVT LTD Full time

    Company OverviewGREATBELL HR Consultancy Services PVT LTD is a prominent player in the Human Resources Services industry, specializing in Technical and Hospitality manpower recruitment. Based in Cochin, Kerala, we collaborate with approximately 500 companies across India, offering efficient HR solutions. Our team comprises 2-10 dedicated professionals...


  • Palakkad, Kerala, India Dhanalakshmi Hire Purchase & leasing Ltd Full time

    Company OverviewDhanalakshmi Hire Purchase & Leasing Ltd is a non-banking financial institution focused on delivering exceptional financial services to our customers. Our operations span various business segments, including business finance, auto finance, consumer loans, gold loans, and loans for rural livelihood advancement. Emphasizing a strong technology...

  • Area Manager

    2 months ago


    Palakkad, India Dhanalakshmi Hire Purchase & leasing Ltd Full time

    Company OverviewDhanalakshmi Hire Purchase & Leasing Ltd is a non-banking financial institution that aims to provide superior financial services to our customers. We operate in various areas of business, including business finance, auto finance, consumer loans, gold loans, and loans for rural livelihood advancement. Our company emphasizes a strong focus on...


  • Palakkad, Kerala, India GREATBELL HR Consultancy Services PVT LTD Full time

    About the RoleWe are seeking an experienced Senior Housekeeping Manager to join our team at GREATBELL HR Consultancy Services PVT LTD. The ideal candidate will have a minimum of 7 to 10 years of experience in the hospitality sector and be based in one of the following locations: Palakkad district, Ernakulam, Wayanad, Mangaluru, Thiruvananthapuram, Idukki, or...


  • Palakkad, India ZettaMine Labs Pvt. Ltd. Full time

    Hello,Greetings from ZettaMine Labs Pvt Ltd!!We are looking for SAP FICO S/4 HANA Consultant.Location: PAN INDIA LocationsNotice Period: Immediate to 15 DaysExperience: 7-14 YearsJob Description :We are seeking an experiencedSAP FICO S/4 HANA Consultantto join our team. The ideal candidate will be responsible for designing, implementing, and optimizing SAP...

  • Sales Cordinator

    6 months ago


    Palakkad district, India Smarteq Consultants and Business Solutions Pvt. Ltd. Full time

    _**Overview**:_ As a Business Consultant Sales Executive, you'll play a pivotal role in driving revenue growth by acquiring new clients and nurturing existing relationships. You'll leverage your sales expertise to promote our consultancy services, understanding client needs, and delivering tailored solutions to enhance their business...