Bancassurance Officer – HDFC Bank Branch Banking

Full time posted 2 years ago

Job Description

Tata AIA Life


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

Supervises: NA

CTC: 2.50 Lacs

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. 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

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


• 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:

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


• Creative thinking skills • Supervising/Leadership skills

F Incumbent Characteristics


• 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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