Experienced-1-3yrs(Banca)

Must haves-

- Graduate in any discipline

- 1–3 years of experience in insurance sales or bancassurance or field sales.

- Excellent sales skill, convincing skills, valuable communication, negotiation, lead generation, relationship building, and time management.

- Visit assigned bank branches daily(Minimum 2 branches)to drive sales and support branch teams.(Banca people)

- Build and maintain good relationship with bank relationship managers & Branch manager to Generate leads and closures, maintain details of pipelines.

- Conduct product training, joint calls, and follow?ups with branch employees for lead generation.

- Perform renewal calling for existing customers to ensure timely renewals.

- Ensure accurate documentation, proposal submission,



KYC adherence, and compliance with regulatory guidelines.

Good to have-

- Personal 2-wheeler with the driving licenses will be preferred.

- Conduct product refreshment trainings for relationship manager.

- Meet walk?in customers at bank branches to identify and close cross?sell opportunities.

- Perform renewal calling for existing motor/health/general insurance customers to ensure upsell opportunities.

- Corporate visits for cross sale business.

- Maintain daily MIS and share activity reports with the reporting manager.

📌 Deputy Manager - Bancassurance (Telangana)
🏢 HDFC ERGO General Insurance
📍 Telangana