Sales & Business Development

- Drive General Insurance sales through leads generated exclusively by HDFC Bank telesales callers.
- Engage with prospective customers, understand their insurance needs, and recommend suitable insurance solutions.
- Maximize lead-to-policy conversion and achieve assigned premium and revenue targets.
- Ensure timely follow-up and closure of all allocated leads.

Relationship Management

- Build and maintain strong working relationships with:
- Tele Sales Executives (TSEs)
- Team Leaders
- Unit Heads
- Other call centre stakeholders

- Collaborate closely with HDFC call center teams to ensure consistent lead flow and improved business productivity.
- Work alongside 4–5 Sales Managers stationed on each floor of the HDFC call center to drive business outcomes.

Training & Capability Building

- Conduct product training and refresher sessions for current and existing HDFC callers.




- Support new caller onboarding through insurance product orientation and sales process training.
- Ensure call center teams remain updated on product features, campaigns, and regulatory requirements.

Lead Management & MIS

- Maintain accurate MIS records for all assigned leads.
- Ensure timely opening, tracking, and closure of leads within prescribed timelines.
- Monitor lead status, conversion ratios, and sales performance metrics.
- Submit periodic performance and productivity reports.

Customer Service & Operations

- Provide end-to-end support for policy issuance processes.
- Assist customers and HDFC teams in claim-related queries and policy servicing requirements.
- Ensure adherence to defined service-level agreements (SLAs) for all operational and customer service activities.
- Coordinate with internal operations teams for smooth policy issuance and servicing.

📌 Sales Manager, Bancassurance (HDFC Telesales) (Chandigarh)
🏢 Bajaj General Insurance
📍 Chandigarh