Bancassurance Officer SAVE
Published date: 2024/01/10
- Location: Pune, Maharashtra, India
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
Insurance\BFSI 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
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
Insurance\BFSI 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
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