Bancassurance Officer

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 preset 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
• 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 touchpoint engagement in order to service his portfolio of customers.
• To maintain the desired persistency ratio.
• Prompt postsales 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 coordination 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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