Corporate Agency Manager - Bancassurance
HDFC Standard Life Insurance Co Ltd
Bengaluru / Bangalore | Mangalore | Coimbatore | Madurai | Salem, INDIA
5d ago
source : TimesJobs

Department Bancassurance Channel.Purpose of the roleProvide support in Sales of Life Insurance business to bank customers at bank branches across assigned locations.

Department Bancassurance Channel.Purpose of the roleProvide support in Sales of Life Insurance business to bank customers at bank branches across assigned locations.

Key responsibilitiesEstablishing & strengthening the relationship with Bank branch manager & staff to gain leads.Prospecting & meeting walk-in customers of the Bank and conducting Quick Need Analysis.

Increasing the bank's customer awareness about Life Insurance products and achieve the targeted penetration on cross-selling within the branchs customer base.

Creating awareness and motivate bank employees to recommend life insurance products to bank customers.Delivering consistently on Goal Sheet parameters.

Ensure compliance to internal sales process & other defined sales & service standards.Performance GoalsNew business.Number of Policies.

Renewal Premium (Persistency)Education Qualification Graduation / Post Graduation.Required Knowledge Knowledge about the Life Insurance industry, preferably in bancassurance sales in Public Sector Bank.

Behavioral Competencies Customer Centricity, Result Orientation, Relationship Management, Sales Capability & Problem Solving, Planning & Organizing.

The key requirement for this roleAge within 35 years.Candidate should know the local language apart from basic proficiency in English.

Should be open to travel within the city & outstation.Should be able to source business independently.Candidates having own conveyance will be preferred.

Establishing & strengthening the relationship with Bank branch manager & staff to gain leads.Prospecting & meeting walk-in customers of the Bank and conducting Quick Need Analysis.

Increasing the bank's customer awareness about Life Insurance products and achieve the targeted penetration on cross-selling within the branchs customer base.

Creating awareness and motivate bank employees to recommend life insurance products to bank customers.Delivering consistently on Goal Sheet parameters.

Ensure compliance to internal sales process & other defined sales & service standards.Performance GoalsNew business.Number of Policies.

Renewal Premium (Persistency)Education Qualification Graduation / Post Graduation.Required Knowledge Knowledge about the Life Insurance industry, preferably in bancassurance sales in Public Sector Bank.

Behavioral Competencies Customer Centricity, Result Orientation, Relationship Management, Sales Capability & Problem Solving, Planning & Organizing.

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