- 1–3 years of experience in insurance sales or bancassurance or field sales.
- Excellent sales skill, convincing skills, good 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 positive 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 (Hyderabad)
🏢 HDFC ERGO General Insurance
📍 Hyderabad
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