Bancassurance Officer

**Position Title**:Bancassurance Officer
Department HDFC Bank -Branch Banking

**Level/ Band**:Executive

**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

**CTC**:2.50 Lacs

**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
- 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.

Tata AIA Life Insurance Co. Ltd
- 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**:

- Interpersonal skills
- Communication skills
- Teamwork Skills
- Influencing skills
- Relationship Building skills
- Decision making skills
- Language Skills Local language, Hindi English

**Desired
- Creative thinking skills
- Supervising/Leadership skills

**F Incumbent Characteristics
**Essentential**:
**- Qualification**:Graduate

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

**Age**:30 years or below

**Desired
- Postgraduate