Bancassurance Officer
3 weeks ago
**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
- 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
- Insurance\BFSI 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
