- Visit assigned channel branches daily to drive sales and support branch teams.
- Build and maintain robust relationships with channel partners to generate leads and closures; maintain pipeline details.
- Conduct product training, joint calls, and follow-ups with branch employees for lead generation.
- Ensure accurate documentation, proposal submissions, KYC adherence, and compliance with regulatory guidelines.
- Maintain daily MIS and share activity reports with the reporting manager.
- Lead and manage cross-sell opportunities through bancassurance products with branch channels.
- Meet walk?in customers at branches to identify and close cross?sell opportunities.
- Perform renewal calls for existing customers to identify upsell opportunities and ensure retention.
📌 Deputy Manager - Bancassurance (Delhi)
🏢 HDFC ERGO General Insurance
📍 Delhi
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