Job Description
Job Description A Position Overview Position Title: Bancassurance Officer Department HDFC Bank -Branch BankingLevel/ Band: ExecutiveRole Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locationsB Organizational Relationships: Reports To Territory Sales ManagerSupervises: NACTC: 2.50 LacsC Job DimensionsGeographic Area Covered: BranchesInternal Stakeholders: Training,Branch Operations,Distribution OperationsExternal: Channel PartnerD Key Result AreasOrganization Process Key ContributionsSales 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 plansDriving and motivating the branch staff along with Bank RM and providing support for logging in applications sourcedProspect and meet customers within and outside the Branch as when requiredTo achieve branch RM Activation & Income targetsWork collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos.Relationship ManagementManaging 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. LtdAdhere 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 ComplianceEnsure compliance to internal sales process & other compliance standardsShould be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the teamMISAdhering to the Training Road map.Providing timely reports to the Supervisor as per the requirement.Adhering to the TALIC code of conduct.E Skills RequiredTechnicalInsuranceBFSI BackgroundUnderstanding of Prospecting and SalesCustomer Service - Problem Solving skillsPeer level co-ordination and influencing skills (Psychometric Test suggested)Behavioral - Essential:Interpersonal skillsCommunication skillsTeamwork SkillsInfluencing skillsRelationship Building skillsDecision making skillsLanguage Skills Local language, Hindi EnglishDesiredCreative thinking skillsSupervising/Leadership skillsF Incumbent CharacteristicsEssentential:Qualification: GraduateExperience: Min.6 months to 1 year in Sales (Insurance / Financial Service Background)Age: 30 years or belowDesiredPostgraduate
💡 Quick Summary
Seeking a career-building opportunity? The Bancassurance Officer | Hdfc Bank Branch Banking position is now open for candidates interested in the Bank Jobs sector. This role in Jaipur offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
