Tata AIA Life
Bancassurance Officer | HDFC Bank Branch Banking
₹ Check with seller / month
✓ Actively Hiring
📍 Uttarakhand
💼 Full Time
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Job at a Glance
- Category
- Bank
- Location
- Uttarakhand, Dehra Dun, India
- Salary
- Check with seller
- Job Type
- Full Time
- Company
- Tata AIA Life
- Status
- Open & Active
Job Description
Job Description
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
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
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