Estalvis Advisors Pvt. Ltd. | Relationship Manager | india

2 weeks ago


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-Pathanmthitta, 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 performace 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:



  • 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-Pathanmthitta, Kerala G. Experience: 1-2 years of...


  • 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-Pathanmthitta, Kerala G. Experience: At least 6...


  • 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-Pathanmthitta, Kerala G. Experience: At least 6...


  • 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-Pathanmthitta, KeralaG. Experience: At least 6 months of...


  • india Estalvis Advisors Pvt. Ltd. Full time

    A.Job Title: Commercial Head B. Location: Bardoli-Surat C. Positoin: 1 D. Experience: 10-12 years of experience in a commercial or financial role, preferably within a manufacturing plant or factory environment. E. CTC: Rs.18.00 to Rs.20.00 LPA F. Qualification: CA, CA Inter, ICWA, CMA, or MBA in Finance or related fields G. Key Responsibilities: ...


  • india BattleLab India Pvt. Ltd. Full time

    Job Title:  Business Representative and Operations Manager Location:  Vadodara, Gujarat Key Responsibilities Identify and engage potential clients and partnerships. Conduct client meetings and business follow-ups.  Prepare and manage tender documentation for business opportunities. Deliver effective presentations and pitches to clients. Develop and...


  • india Votary Softech Solutions Pvt. Ltd. Full time

    Company Description Votary Softech Solutions Pvt. Ltd., headquartered in Hyderabad, is a rapidly growing Wireless Mobile Technology Company committed to providing robust and integrated mobile solutions. With a focus on delivering multi-platform solutions and services, VotaryTech partners with major Fortune 500 companies worldwide. The company boasts over two...


  • india Votary Softech Solutions Pvt. Ltd. Full time

    Company Description Votary Softech Solutions Pvt. Ltd., headquartered in Hyderabad, is a rapidly growing Wireless Mobile Technology Company committed to providing robust and integrated mobile solutions. With a focus on delivering multi-platform solutions and services, VotaryTech partners with major Fortune 500 companies worldwide. The company boasts over two...


  • India Estalvis Advisors Private Limited Full time

    Job Summary:Estalvis Advisors Private Limited seeks a highly skilled Development Manager to drive the growth of our organization. This role is responsible for leading the recruitment, training, and development of Personal Financial Advisors (PFAs) to achieve new business targets.Key Responsibilities:Recruitment and Licensing: Identify, recruit, and onboard...

  • Aimlay Pvt Ltd

    1 week ago


    india Aimlay Pvt Ltd ( Recruitment ) Full time

    Company Description Aimlay Pvt Ltd (Recruitment) located in New Delhi, started as educational counseling for students seeking academic excellence and professionals looking to resume their education. The company assists individuals in gaining admission to reputable universities and colleges, fostering a culture of educational advancement. With a growing...


  • india Techsharks Internet Services Pvt Ltd Full time

    Company Description Techsharks Internet Services Pvt Ltd, founded in 2022, is an IT Solution & Digital Marketing firm based in New Delhi, India. The company specializes in providing powerful IT and Digital Marketing solutions globally with a team of experts having over 8 years of experience in various fields. Techsharks is dedicated to helping clients...


  • india Gemius Studios Pvt. Ltd. Full time

    Company Description Gemius is an Independent Integrated Marketing agency based in Mumbai & Surat. Our services include Creative Services, Strategic Development, Branding & Marketing Execution, and Production Services. We are known for our core competencies in setting strategies, making roadmaps, and executing plans. Gemius also has a prestigious accolade in...


  • india Gemius Studios Pvt. Ltd. Full time

    Company Description Gemius is an Independent Integrated Marketing agency based in Mumbai & Surat. Our services include Creative Services, Strategic Development, Branding & Marketing Execution, and Production Services. We are known for our core competencies in setting strategies, making roadmaps, and executing plans. Gemius also has a prestigious accolade in...


  • india Topline Solutions Pvt Ltd Full time

    Company Description TopLine Solutions Pvt Ltd is a company that specializes in helping and assisting investors and their family members across India and the Globe in reclaiming their unclaimed financial investments. They work PAN India and abroad, serving clients in various cities in India and overseas. Role Description This is a full-time on-site role for a...


  • india Topline Solutions Pvt Ltd Full time

    Company Description TopLine Solutions Pvt Ltd is a company that specializes in helping and assisting investors and their family members across India and the Globe in reclaiming their unclaimed financial investments. They work PAN India and abroad, serving clients in various cities in India and overseas. Role Description This is a full-time on-site role for a...


  • india Altos Engineers Pvt Ltd. Full time

    Company Description Altos Engineers Pvt Ltd, located in Gurugram, is a leading manufacturer & exporter in India known for delivering high-quality products and excellent service. The company values customer satisfaction by meeting their actual needs and wants through top-notch professionals and infrastructure. Role Description This is a full-time on-site role...


  • india UNISON HOLDINGS PVT LTD Full time

    Company Description Unison Holdings Pvt Ltd Role Description This is a full-time role for a Head of Sales at Unison Holdings Pvt Ltd . The Head of Sales will be responsible for leading the sales team, developing sales strategies, managing client relationships, and achieving sales targets. Preferably a candidate who has prior experience and network in the...


  • india Ekatra Collective Pvt Ltd Full time

    Company Description Ekatra Collective Pvt Ltd, located in Kota, is a creative venture founded by Minakshi & Aishwarya Jhawar. Specializing in handcrafted stationery and accessories, we aim to express stories through form and function. Our unique pieces are designed to enhance daily lives with a touch of creativity and artistry. Role Description This is a...


  • india Gessmann Controllers India Pvt Ltd Full time

    Job Title: Purchase/Procurement Engineer Location: Bangalore Company: Gessmann Controllers India Pvt Ltd. About Us: Gessmann Controllers India Pvt Ltd is a 100% Subsidiary of Gessmann GmbH Germany. We are one of the market leaders for Master Controllers in The Railway& Metro Segment and other associated products for Cranes& off highway applications. For...


  • india Gessmann Controllers India Pvt Ltd Full time

    Job Title: Purchase/Procurement Engineer Location: Bangalore Company: Gessmann Controllers India Pvt Ltd. About Us: Gessmann Controllers India Pvt Ltd is a 100% Subsidiary of Gessmann GmbH Germany. We are one of the market leaders for Master Controllers in The Railway& Metro Segment and other associated products for Cranes& off highway applications. For...