Job Description

HDFC- Branch Banking- Branch Relationship Officer JD
/ Responsibilities Job Profile:
Employees are ON ROLLS of Aditya Birla Sunlife Insurance.


Employee will be mapped to the respective HDFC Branches basis on the geography assigned


Prime Responsibility to generate insurance Business through HDFC Branch walk-in customers and leads generated by the Branch staff


They will be required to generate business only for the assigned branch in the assigned geography through New or Old customers.


Providing support to branch profitability by selling ABSLI Insurance product through different acquisition channels in the catchment area.


Will be responsible for achieving monthly sales target assigned:



NOP
FYP
Persistency
0 Customer complaint
Responsible for customer complains & need to be resolved in the specific TAT & Ensure quality customer service is delivered


Penetration of LI to existing and new customers.


Employee has to build the smooth-professional relationship with the respective Branch Manager & with the Branch employees.


In the open Architecture Scenario its very essential to built the strong relationship with the Banca partners



Key Expectations:
To Handle Bank customers requirements with the best services and products ranges


To make our self equipped with insurance and Bank Products knowledge


To manage the relationship at all the levels to have the desire out-puts.


Communicating any product changes, process change or change in any rules and regulations (internal / IRDA) with the help of different training module to Banca Partners


Supporting in the actual sales and service aspects including sales calls, issuance and complaint handling



Desired profile of the candidate Attitude & Skill Set
Self Presentation


High on Communication & Articulation.


Ability to Convince and Influence


Relationship Management at all level employees of the Bank


Excellent customer handling Skill.


Goal orientation -Resilience



Specification
Should be willing to travel within city/Outside Location if require


Local language Must


Should be Locality


Two-wheeler is Must to have


Should Know the Geography Well



Minimum Experience Level


0 - 4 years
Job Qualifications