Bancassurance Officer - HDFC Bank Branch Banking - Saneta
Tata AIA Life
Saneta, India
hace 13 horas

A Position Overview

Position Title : Bancassurance Officer Department HDFC Bank -Branch Banking

Level / Band : Executive

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

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


  • 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. Tata AIA Life Insurance Co. Ltd
  • 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
  • Adhering to the Training Road map.
  • Providing timely reports to the Supervisor as per the requirement.
  • Adhering to the TALIC code of conduct.
  • 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 :

  • Interpersonal skills
  • Communication skills
  • Teamwork Skills
  • Influencing skills
  • Relationship Building skills
  • Decision making skills
  • Language Skills Local language, Hindi English
  • Desired

  • Creative thinking skills
  • Supervising / Leadership skills
  • F Incumbent Characteristics

    Essentential :

  • Qualification : Graduate
  • Experience : Min.6 months to 1 year in Sales (Insurance / Financial Service Background)
  • Age : 30 years or below


  • Postgraduate
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