Job Description

JOB DESCRIPTION A Position Overview Position Title Bancassurance Officer - HDFC Bank Branch Banking Department HDFC Bank - Branch Banking Level/ Band Officer / 110 Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To Territory Sales Manager Supervises NA C Job Dimensions Geographic Area Covered Branches Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales . Drive wallet Share in the allocated bank branches with focus product mix. . Build relationship with the Bank Sales/ operations team to achieve pre-set business targets on ANP, Productivity, Case count, Active branch, Active sales staff and various KPIs for designated branches. . Capability of Self Lead Generation. . Working jointly with the Branch Manager / Branch LGs on Business plans . Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced . Prospect and meet customers within and outside the Branch as when required . To achieve branch RM Activation & Income targets . Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Relationship Management . Managing the relationship between internal team and channel partner so as to Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner. . Provide all possible support to the channel partner as a face of parent company. . Effectively execute all Marketing activities as per Partner\'s requirement. . Ensuring timely issuance of policies with resolving all pending etc. . Adhere to the customer touch-point engagement in order to service his portfolio of customers. . To maintain the desired persistency ratio. . Prompt post-sales service with respect to all domains. Ensure Compliance . Ensure compliance to internal sales process & other compliance standards . Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. E Skills Required Technical InsuranceBFSI Background Understanding of Prospecting and Sales Customer Service - Problem Solving skills Peer level co-ordination and influencing skills (Psychometric Test suggested) Behavioral Essential Desired Interpersonal skills . Communication skills . Creative thinking skills . Supervising/Leadership skills . Teamwork Skills . Influencing skills . Relationship Building skills . Decision making skills . Language Skills Local language, Hindi English F Incumbent Characteristics Essential Desired Qualification Graduate Postgraduate Experience Min.6 months to 3 years in Sales from any Industry, preferably BFSI Age 28 years or below

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