Role & responsibilities

- Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branches
- Working jointing with the Unit Head/Bank Supervisors on Business Implementation plan
- Driving and inspiring the Bank staff and providing support for logging in applications sourced
- Tapping the right database of the unit/Centre and ensure authentic documentation
- Build relationship with the HDFC unit/centre staff and ensure the business targets and Productivity targets of the allocated unit/centre are met effectively
- Prospect and meet customers within and outside the unit as when required
- To develop, agree and implement short term and long term plans to achieve sales targets
- To achieve unit/centre staff activation targets
- Work collectively with HDFC staff and conduct joint sales calls as a team to achieve business nos.
- Seek commitment from the partner towards achievement of business objective

- 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 post HDFC Bank 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
- Strategize and interact closely with the HDFC branch manager on business plan execution

- Ensure compliance with internal sales process & other compliance standards
- Should be process & product champion to ensure 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.
- Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.

Preferred candidate profile

At least 4-6 years of experience in insurance industry preferably Banca / Banca Call center industry. Age up to 35 Yrs and below

📌 Assistant Key Account Manager - Virtual Bancassurance Hdfc (Kolkata)
🏢 TATA AIA LIFE INSURANCE
📍 Kolkata