Job Description:

The primary goal of the role is to identify and maximize opportunities to sell insurance products to existing customers of Canara HSBC Life Insurance (CHL) and its bank distribution partners. The role focuses on driving sustainable revenue growth by cross selling a variety of life insurance plans (such as ULIP, Non-par Guaranteed plan, Annuity etc.) to clients who have an existing relationship with CHL, while also expanding outreach to external customer segments of the bank partners
Duties:
Excellent communication and interpersonal skills
• Positive understanding of insurance & bank products
• Effective sales process and lead management skills
• Ability to identify customer needs through need analysis/assessment
• Proficiency in using tools like Lead Management System, Application Journey, BI generation, etc.
• Basic ability to read and understand data reports and MIS
• Sales-driven mindset with a focus on achieving targets

📌 Team Leader (Delhi)
🏢 Canara HSBC Life Insurance
📍 Delhi