Bancassurance Officer
3 weeks ago
**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
- 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**
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**Communication skills**
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**Creative thinking skills**
- ***
**Supervising/Leadership skills**
- ***
**Teamwork Skills**
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**Influencing skills**
***
**Relationship Building skills**
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**Decision making skills**
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**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
