Key Responsibilities of a CSM at HDFC Life:
Sales Achievement: Drive assigned sales targets through bank partners in specific branches.
Relationship Management: Build and maintain solid relationships with bank branch managers and staff to promote life insurance products.
Training & Capability Building: Train bank staff on HDFC Life product offerings and sales techniques.
Lead Generation Support: Support lead generation, ensure follow-ups, and speed up case closures
Customer Interaction: Assist in converting potential leads, ensuring a positive customer experience, and maintaining high persistence.
Performance Tracking: Monitor daily sales activities, ensure sales per person (SP) activation, and achieve productivity goals.

Typical Requirements:
Experience: Sales experience, often in insurance or financial services.
Skills: Solid communication, relationship management, and sales capabilities.
Focus: Bancassurance channel, virtual channel, or partnership distribution

📌 Cluster Manager Banca Bangalore Bengaluru
🏢 Skywings Advisors
📍 Bengaluru