Job highlights

- Experience in Life Insurance with virtual sales expertise
- Achieve business targets, drive branch staff, build relationships with HDFC branches, execute marketing activities, and ensure timely policy issuance

Role & responsibilities

- Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branches
- Working jointing with the Branch Manager on Business Implementation plan
- Driving and inspiring the branch staff and providing support for logging in applications sourced
- Tapping the right database of the branch and ensure authentic documentation
- Build relationship with the HDFC branch staff and ensure the business targets and Productivity targets of the allocated branches are met effectively
- Prospect and meet customers within and outside the Branch as when required
- To develop, agree and implement short term and long-term plans to achieve sales targets
- To achieve branch staff activation targets




- Work collectively with HDFC staff and conduct joint sales calls as a team to achieve business nos.
- Seek commitment from the partner towards achievement of business objective
- Managing the relationship between internal team and channel partner so as to

Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner
- Provide all poss HDFC support to the channel partner as a face of parent company
- Effectively execute all Marketing activities as per Partners requirement
- Ensuring timely issuance of policies with resolving all pending etc.
- Adhere to the customer touch-point engagement in order to service his portfolio of customers
- To maintain the desired persistency ratio
- Prompt post-sales service with respect to all domains
- Strategize and interact closely with the HDFC branch manager on business plan execution

Preferred candidate profile Experience in Life Insurance (virtual sales preferred)

📌 Relationship Manager Virtual Banca Hdfc (Kolkata)
🏢 TATA AIA LIFE INSURANCE
📍 Kolkata