Responsibilities

- Manage virtual sales team
- Lead cross-selling initiatives with branch banking partners

- Drive direct channel sales strategies

- Oversee banca sales performance.

- Role Overview – Territory Manager L2 (Bancassurance)

- Designation: Territory Manager L2

- Channel: Bancassurance
- Reporting to: Cluster Manager / Area Manager

- Location: Assigned Territory / Bank Cluster

- Purpose of the Role:
- To drive life insurance sales through partner bank branches by managing relationships, supporting bank staff, and achieving territory business targets.

- Key Responsibilities
- 1 Sales &
- Business Development

- Drive life insurance sales through partner bank branches.

- Achieve monthly, quarterly, and annual sales targets.

- Increase penetration of life insurance within assigned bank branches.

- Monitor business performance and conversion ratios.

- 2 Bank Relationship Management

- Build solid relationships with Branch Managers and key bank staff.





- Ensure engagement with bank employees to promote insurance products.

- Act as the single point of contact between HDFC Life and partner bank branches.

- 3 Training &

- Activation

- Train bank relationship managers on:

- Product knowledge
- Need-based selling

- Cross-selling techniques

- Conduct sales meetings and branch activation activities.

- Motivate bank teams to generate insurance leads.

- 4 Customer Interaction &

- Closing Support

- Assist in customer meetings for high-value cases.

- Provide financial planning guidance aligned with customer needs.

- Ensure smooth policy documentation and closure.

- 5 Compliance &

- Process Management

- Ensure adherence to IRDAI guidelines and internal compliance.

- Maintain sales documentation and reporting discipline.

- Monitor persistency and quality of business.

📌 Territory Head- /Bancassurance- LI / Tele Vertical - TN (Chennai)
🏢 Wego Consultants
📍 Chennai