Job Description:

Work closely & jointly with Banc assurance channel partner to ensure CHL achieves its business aspiration in line with the AOP Targets (New & Customer Retention) as stated in individual objective setting sheets. Coordinate with channel partner in delivering higher levels of productivity and facilitate the process of Submission –to- Issuance within mutually agreed timelines. Protect Customer & CHL interests by ensuring processes /systems in-use; comply with regulatory & internal guidelines. Effectively manage channel partner expectations & improve the quality of Relationship Management to build a mutually benefiting model. Key responsibilities of the job holder are: Business Development | Execution – Implementation of Sales & Customer Retention Strategies | Relationship Management.



The said role requires the Job Holder to balance Customer Servicing activity along with Sales Acquisition, while ensuring, the necessary growth as per AOP coupled with Highest Persistency.
Duties:
• Achieve recent business premium as per AOP targets rolled out by SSBD and defined SFM
• Achieve Traditional Product Mix target
• Achieve Customer Retention targets for the portfolio.
• Achieve targets as prescribed for RM activation (HSBC) & Branch/LBS activation for Canara/HSBC
• Ensure timely PIR reporting and NIL PIR pending

• Ensure Customer Complaints

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