Job Description
Role 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
💡 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 Pune, 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.
