:

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:

• Contact customers through calls, emails or meetings to present cross-selling opportunities • Build robust relationships with clients to ensure repeat business and referrals • Analyze customer profiles to suggest suitable insurance solutions • Address customer queries, resolve complaints,



and any other doubts • Collaborate with bank branch and staff basis the requirement and needs • Coordinate with internal teams like branch operations, new business, underwriting, etc. for effective fulfilment from login to issuance • Comprehensive understanding of the features, benefits, and terms of all insurance products offered • Proper explanation of policy options, features, terms, and coverage details clearly to customers • Ensure Controls and Audit are in place as required by IRDA & CHL Compliance • Foster a compliance culture; act as a change agent to uncover issues and implement innovative solutions to manage risk actively • Ensure proper usage of Merchandise and PIR

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