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 engaging 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

Preferred candidate profile

1 - 3 years in insurance sales experience preferably Banca / Banca Call center industry

📌 Relationship Manager - Virtual Bancassurance Hdfc (Kolkata)
🏢 TATA AIA LIFE INSURANCE
📍 Kolkata