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Bancassurance Officer HDFC Bank Branch Banking Chomu
Tata AIA Life
Chomu, Rajasthan
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10 hours agoFull–time
Job Description
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
CTC: 2.50 Lacs
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