- 1-2 years experience in Life Insurance sales
- Achieve business targets, drive branch staff, build relationships with HDFC Securities staff, and implement sales plans
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 closure support & logging in applications sourced
- Tapping the right database of the branch and ensure authentic documentation
- Build relationship with the HDFC Securities 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 Securities staff and conduct joint sales calls as a team to achieve business nos.
- Seek commitment from the partner towards achievement of business objective