Job Description:

Impact on the Business
• To Achieve channel wise targets.(New & Customer Retention)
• To Achieve desired Branch & LBS Activation targets.
• To Create a healthy Product Mix with traditional >50%
• To Create a healthy pool of lead generators across branches. • Achieve current 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

Customers / Stakeholders
• Coordination with BM/LBS at the ground level. Make joint Field calls and motivate them to achieve targets.
• Conduct training and guide team for timely Submission, Pendency, and Issuance management.
• Conceptualize and implement local business development initiatives for lead generation and focused sales.
• Provide key inputs on business health to Branch Heads and agree on tactical initiatives to increase lead generators & their contribution.

• Ensure Customer Complaints

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