Tata AIA Life Looking for at India Full Time

Job 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