Job Description:

CLO -THRISSUR AND TRIVANDRUM
Role Purpose (overall high level summary of the role)
Identify, develop and build Credit Life Business to achieve target sales by driving attachment rates in the allocated Branches and Locations through Loan officers and Branch heads

Principal Accountabilities: Key activities and decision making areas Typical Targets and Measures
Impact on the Business / Function

• Drive and motivate loan officers in achieving targets by driving the required attachment rates
• Creating focus at Regional Level along with hub heads to monitor and drive behavior
• Monitoring and guiding the sales processes locally at RAH / Canfin Branch by sales coaching, liaisoning, creating top of mind recall for credit life products.
• Coordinate issuance of credit life cases logged in, report attachment rates, identify training requirements etc. using and ACT

• Attachment rates of the loan
• Ensure timely PFR reporting and NIL PFR pending

Customers / Stakeholders

• Daily engagement with the RAH head and /or Canfin Branch head to drive behavior




• Driving and influencing the loan officers in assigned Canara Regional Asset Hub (RAHs) and/ or Canfin branches
• Effectively manage channel partner expectations & improve the quality of Relationship Management
• To provide proper feed back to the respective RSM so as to update the respective Circle head on credit life business

• ACT

Leadership & Teamwork

• Act as mentor and coach for the mapped loan officers
• Build team spirit and commonality of goal for enhancing sales
• Liaise with colleagues across the country to imbibe best practices

Operational Effectiveness & Control

• Ensure timely submission of applications at HUB locations
• Manage FTRs within allowed limits
• Manage Persistency level at decided by the organisation

Major Challenges (The challenges inherent in the role that require a continual test of the role holder’s abilities)

• Driving sales process in the RAHs / Canfin Branch and manag

📌 Associate (Thrissur)
🏢 Canara HSBC Life Insurance
📍 Thrissur