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 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
**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