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

**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**

**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