Bancassurance Officer | HDFC Bank Branch Banking

JOB DESCRIPTION

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

. Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced

. 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

3.00-6.00 Years