• 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 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
Duties:
Customers / Stakeholders
• Daily engagement with the Asset Sales Manager and Branch head to drive behavior
• Driving and influencing the Branch asset specialist in assigned branches / MSF locations.
• Effectively manage channel partner expectations & improve the quality of Relationship Management
• To provide proper feed back to the respective ASM / RSM so as to update the respective Regional head on credit life business
📌 Senior Associate (South Delhi)
🏢 Canara HSBC Life Insurance
📍 South Delhi
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