Bo - Bancassurance Officer

4 days ago

Lakhanpur Kanpur Uttar Pradesh, India UpMan Placements Full time

Job Location
- Lakhanpur, India
- Experience (in Years)
- 0.6 - 2
- Job Type
- Full Time

**Job Description**:
**Position Title - Bancassurance Officer**

**Department HDFC Bank - Branch Banking**

**Level/ Band Executive**

**Location - Lakhanpur, Chhattisgarh**

**Client - Tata AIA Life Insurance Co. Ltd (PayRoll)**

**Reports To - Territory Sales Manager**

**Experience - 6 months to 2 Years**

***

**Role Summary-**

Provide support in Sales of Life Insurance business through bank customers at bank

branches across assigned locations.

**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
- Driving and motivating the branch staff along with Bank RM and providing
- 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.

**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)

**Qualification-**

**Essential Desired-**
Graduate - Experience Min.6 months to 1 year in Sales (Insurance / Financial Service Background)

**Desired -**
Postgraduate

**Age -**
30 years or below

About Company

Upman Placements is a firm of Researcher & Recruitment Specialists. The company started life in 2002 in India as a recruitment specialist firm. The company has built a stellar reputation for high ethical standards, a specialized focus and unparalleled service. Emerged As one of the only truly global specialized staffing firms focusing exclusively in professional positions for our clients spread across more than 20 countries with a sizable presence across industry levels. With footprints in competitive markets of India, Europe, United Kingdom, Middle East, Singapore, Malaysia, Philippines, Indonesia, Brunei and East & Central African countries.

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