CSM- Bancassurance
Published date: 2026/11/07
- Location: Ahemdabad , Gujarat, India
Roles and Responsibilities
Company- Hdfc Life Insurance Company Limited
Post- CSM
JD.
ABOUT THE DEPARTMENT
An overview of the department and the role it plays to contribute to the organizational objectives (not more than 100 words)
Bancassurance (HDFC Bank) is the largest sales channel of HDFC Life which leverages distribution of insurance products through the Banca partners like HDFC Bank
With its vision to be the highest performing Banca channel in the industry, the team has its presence in 400+ locations in the country and with a span of 3000+ employees
PURPOSE OF THE JOB
An overview of the job and its contribution to the organizational objectives (not more than 100 words)
Purpose of the job is to drive sales targets by maintaining positive relationships with the channel partner and HDFC life teams in the allocated branches/geography
DUTIES & RESPONSIBILITIES
Main duties, tasks and responsibilities of the role
Sales Achievement
Drive the assigned sales target through assigned bank branches
Organize meetings to discuss sales activities and take decisions on strategies necessary for improvement
Optimally use available technology platforms to service customers and provide quicker closures on cases to the Lead Generators
Relationship Building
Network and build strong relationship with bank leadership and staff of the bank branches assigned
Connect with employees of the bank branches reguarly to train them on insurance, HDFC Life product offerings and understand issues/ concerns about selling insurance (if any)
Ensure persistency through customer meeting and follow ups
Ensure SP activation and acheivement of the defined productivity
People Management
Recruitment, induction, performance management and retention of FLS
Assign and designate bank branches according to individual potential
Ensure adherence to sales management process within the team and their activation on sales parameters
Motivate and guide sales teams to improve performance and achieve set targets
Set deadlines, plan reviews and drive sales targets through the team
Company- Hdfc Life Insurance Company Limited
Post- CSM
JD.
ABOUT THE DEPARTMENT
An overview of the department and the role it plays to contribute to the organizational objectives (not more than 100 words)
Bancassurance (HDFC Bank) is the largest sales channel of HDFC Life which leverages distribution of insurance products through the Banca partners like HDFC Bank
With its vision to be the highest performing Banca channel in the industry, the team has its presence in 400+ locations in the country and with a span of 3000+ employees
PURPOSE OF THE JOB
An overview of the job and its contribution to the organizational objectives (not more than 100 words)
Purpose of the job is to drive sales targets by maintaining positive relationships with the channel partner and HDFC life teams in the allocated branches/geography
DUTIES & RESPONSIBILITIES
Main duties, tasks and responsibilities of the role
Sales Achievement
Drive the assigned sales target through assigned bank branches
Organize meetings to discuss sales activities and take decisions on strategies necessary for improvement
Optimally use available technology platforms to service customers and provide quicker closures on cases to the Lead Generators
Relationship Building
Network and build strong relationship with bank leadership and staff of the bank branches assigned
Connect with employees of the bank branches reguarly to train them on insurance, HDFC Life product offerings and understand issues/ concerns about selling insurance (if any)
Ensure persistency through customer meeting and follow ups
Ensure SP activation and acheivement of the defined productivity
People Management
Recruitment, induction, performance management and retention of FLS
Assign and designate bank branches according to individual potential
Ensure adherence to sales management process within the team and their activation on sales parameters
Motivate and guide sales teams to improve performance and achieve set targets
Set deadlines, plan reviews and drive sales targets through the team
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