Hdfc Bank - Birla Life Insurance

To drive life insurance sales through the assigned HDFC Bank branches by building strong relationships with bank staff, generating leads, and achieving business targets through effective customer engagement and financial need analysis.

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Key Responsibilities

• Build and maintain strong relationships with HDFC Bank branch teams.
• Generate insurance business through branch sourcing and customer referrals.
• Conduct joint sales calls with bank officials to acquire new customers.
• Understand customer financial needs and recommend suitable life insurance solutions.
• Achieve monthly, quarterly, and annual business targets.
• Conduct product training and awareness sessions for bank staff.
• Ensure high levels of customer service and persistency.
• Adhere to all regulatory and company compliance guidelines.
• Regularly track sales performance and share business updates with stakeholders.

Eligibility Criteria

Education

• Graduate in any discipline (MBA preferred).

Experience

• 1 to 8 years of experience in Life Insurance Bancassurance, Banking, CASA, Wealth, Mutual Funds, Loans, or Financial Services sales.
• Experience in handling HDFC Bank or any banca channel will be preferred.

Required Skills

• Strong sales and relationship management skills.
• Excellent communication and presentation abilities.
• Ability to influence and engage banking partners.
• Customer-focused approach with strong networking skills.
• Target-oriented and self-driven.