Canara HSBC OBC Life Insurance Company Limited

Role Title: Insurance Counselors (Manager/Sr. Manager)

Role Profile Date:

Job Code:

Current or Existing Role? X New Existing

Role Holder's Name : IC

Line Manager's Name & Role Title : RSM

Job Code:

Functional Line Manager(s)' Name(s) & Role Title(s)

Sr VP Sales Strategy & Development

Job Code(s):

Business/Function&

Location:

(Country/Department)

Sales / Sales Training

Role Purpose (overall high level summary of the role)

To work closely with Planners of HSBC, for improving the insurance penetration by providing technical assistance, knowledge of Insurance

products in the Industry & processes, also the selling skills as well as best industry practices. He would also be measured objectively from

time to time as per the business requirements ( Refer Measures of Success – section*). The role, plays the influential part to improvise the

sales and conviction of INM planners in Traditional Plans as a portfolio management tool along with Debt related instruments. This role





demands high levels of knowledge in Life Insurance and its variants along with fair knowledge about the entire financial markets.

Principal Accountabilities: Key activities and decision

making areas

Typical Targets and Measures of Success

Impact on the Business / Function

 Joint Calls

 Financial Planning Sessions with customers alongside the

planners

 Sales closures

 Planner activation

 Maintain the agreed productivity per planner

 Maintain the agreed Trad mix

 Subject Matter expert

As per agreed Measures of Success annually with HSBC Bank.

Customers / Stakeholders

 Planners

 Sales Managers of HSBC (Level 1 reporting Manager for

Planners)

 Branch Managers of HSBC

 RSM/ASM

 Cluster Head

1. Preparation and execution of Monthly Activity Plan

2. Expectation setting through Steering committee with BMs/SMs

3. Support RSM/ASM with the data and help items

4. 'THOU SHALT' contribute and take higher responsibility for

📌 Sales Manager (Kolkata)
🏢 Skywings Advisors
📍 Kolkata