- Sales & Revenue: Drive life insurance product sales through assigned HDFC Bank branches and customer networks.
- Relationship Management: Build and maintain robust working relationships with bank branch managers, relationship managers (RMs), and key stakeholders.
- Customer & Post-Sales Service: Assist with policy documentation, timely issuance, portfolio servicing, and maintaining a high persistency ratio.
- Compliance & Process: Ensure adherence to internal sales processes, regulatory standards, and product/compliance guidelines.