Job Description:

The primary objective is to collaborate proactively with Bancassurance channel partners and stakeholders to ensure CHL achieves its business goals in alignment with Annual Operating Plan (AOP) targets, focusing on both new customer acquisition and retention as outlined in individual objective-setting sheets. Facilitate higher productivity levels by supporting channel partners in optimizing processes from submission to issuance within agreed timelines.
Safeguard the interests of customers and CHL by ensuring compliance with regulatory and internal guidelines, as well as the effective use of processes and systems. Cultivate and manage partner expectations to enhance relationship quality, fostering a mutually beneficial model.
• Financial Acumen: Deep understanding of both insurance and investment components of ULIPs, including market dynamics and financial instruments.
• Analytical Skills: Ability to analyze market trends, fund performance, and investment opportunities to provide informed advice to clients.
• Communication Skills:



Transparent and effective communication to explain the dual benefits of ULIPs (insurance and investment) and address client queries.
• Customer Focus: Strong commitment to understanding and meeting the specific needs of clients, providing personalized service and support.
• Relationship Building: Ability to build and maintain trust with clients, fostering long-term relationships that encourage client loyalty and referrals.
• Sales Expertise: Proven track record in selling ULIP products, with a deep understanding of the sales process and techniques.
• Product Knowledge: In-depth understanding of ULIP plans, including their features, benefits, charges, and investment options.
• Regulatory Knowledge: Awareness of regulatory and compliance requirements specific to ULIPs, ensuring all sales practices adhere to legal standards.
• Problem-Solving: Quick thinking and problem-solving skills to address client concerns and find suitable sol

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