A Position Overview

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

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. 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

InsuranceBFSI 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

A Position Overview

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 locatio

Skills: Sales, Relationship Management, Compliance Management, Stakeholder Management, Banking Sales

Experience: 1.00-4.00 Years