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