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HDFC- Branch Banking
- Branch Relationship Officer JD

Job Description / Responsibilities Job Profile:
Employees are ON ROLLS of Aditya Birla Sunlife Insurance.

Employee will be mapped to the respective HDFC Branches basis on the geography assigned

Prime Responsibility to generate insurance Business through HDFC Branch walk-in customers and leads generated by the Branch staff

They will be required to generate business only for the assigned branch in the assigned geography through New or Old customers.

Providing support to branch profitability by selling ABSLI Insurance product through different acquisition channels in the catchment area.

Will be responsible for achieving monthly sales target assigned:

- NOP
- FYP
- Persistency
- 0 Customer complaint

Responsible for customer complains & need to be resolved in the specific TAT & Ensure quality customer service is delivered

Penetration of LI to existing and new customers.

Employee has to build the smooth-professional relationship with the respective Branch Manager & with the Branch employees.

In the open Architecture Scenario its very essential to built the strong relationship with the Banca partners

Key Expectations:
To Handle Bank customers requirements with the best services and products ranges

To make our self equipped with insurance and Bank Products knowledge

To manage the relationship at all the levels to have the desire out-puts.

Communicating any product changes, process change or change in any rules and regulations (internal / IRDA) with the help of different training module to Banca Partners

Supporting in the actual sales and service aspects including sales calls, issuance and complaint handling

Self Presentation

High on Communication & Articulation.

Ability to Convince and Influence

Relationship Management at all level employees of the Bank

Excellent customer handling Skill.

Goal orientation -Resilience

Specification

Should be willing to travel within city/Outside Location if require

Local language Must

Should be Locality

Two-wheeler is Must to have

Should Know the Geography Well

Minimum Experience Level- 0 - 4 years

Job Qualifications