Bancassurance Officer - HDFC Bank Branch Banking

3.00 to 5.00 Years Lucknow,India 25 Jun, 2023

Job Location	Lucknow,India
Education	Not Mentioned
Salary	Not Mentioned
Industry	Insurance
Functional Area	BFSI
EmploymentType	Full-time

Job Description

Role descriptionJOB DESCRIPTIONA Position OverviewPosition TitleBancassurance Officer - HDFC Bank Branch BankingDepartmentHDFC Bank - Branch BankingLevel/ BandOfficer / 110Role Summary:Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locationsB Organizational RelationshipsReports ToTerritory Sales ManagerSupervisesNAC Job DimensionsGeographic Area CoveredBranchesInternal StakeholdersTrainingBranch OperationsDistribution OperationsExternalChannel PartnerD Key Result AreasOrganization ProcessKey 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 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 Partners 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 teamMIS

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 RequiredTechnical

InsuranceBFSI Background
Understanding of Prospecting and Sales
Customer Service - Problem Solving skills
Peer level co-ordination and influencing skills (Psychometric Test suggested)

BehavioralEssentialDesiredInterpersonal skills.Communication skills.Creative thinking skills.Supervising/Leadership skills.Teamwork Skills.Influencing skills.Relationship Building skills.Decision making skills.Language SkillsLocal language, HindiEnglishF Incumbent Characteristics EssentialDesiredQualificationGraduatePostgraduateExperienceMin.6 months to 3 years in Sales from any Industry, preferably BFSIAge28 years or below

Keyskills :
Influencing SkillsPsychometric Test suggestedCustomer ServiceProspectingBFSI BackgroundPeer level co-ordinationLocal languageEnglishSalesInsuranceHindiProblem Solving Skills

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