- 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 1 - 4 years in insurance sales experience preferably Banca / Banca Call center industry