Role & responsibilities

Canara HSBC Life Insurance BDM (APC Channel) Roles & Responsibilities

The Business Development Manager (BDM) in the APC (Alternate Partner Channel) is responsible for driving insurance sales through assigned business partners, generating new business, maintaining partner relationships, and achieving sales targets. The role focuses on business development, partner engagement, and customer acquisition.

Roles & Responsibilities

- Develop and manage relationships with assigned APC partners.
- Achieve monthly, quarterly, and annual premium and revenue targets.
- Generate recent business through partner referrals and lead generation.
- Conduct joint sales calls with partner representatives.
- Train partner employees on life insurance products, sales techniques, and compliance.
- Motivate partners to increase insurance business and improve productivity.
- Identify new business opportunities and expand the partner network.
- Ensure timely policy login, issuance, and documentation.
- Monitor daily sales performance and prepare MIS reports.
- Resolve partner and customer queries promptly.




- Maintain high levels of customer satisfaction and policy persistency.
- Ensure adherence to IRDAI guidelines and company compliance policies.
- Coordinate with internal operations, underwriting, and service teams for faster policy processing.
- Plan and execute local sales campaigns, promotional activities, and lead generation events.
- Track key performance indicators (KPIs) and implement action plans to achieve business goals.

Key Skills Required

- Business Development
- Relationship Management
- Sales & Negotiation
- Lead Generation
- Partner Management
- Communication & Presentation
- Customer Service
- Target Orientation
- MS Excel & Reporting

Interview Focus Areas

For a Canara HSBC APC BDM interview, expect questions on:

- Sales target achievement
- Partner relationship management
- Lead generation strategies
- Life insurance product knowledge
- Customer objection handling
- Team coordination
- Sales planning and execution

Preferred candidate profile

agency experience -1year

2 wheeler-mandatory

age-38year

graduation-mandatory

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