Agency Channel Job Vacancies in Kanyakumari

Key Accountabilities 1. Sales: Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companys product range, gain customer agreement to purchase, accurately complete sales documentation.2. Incentive programs: Cascade the incentive programs & ensure complete success in implementation of the same3. Sales completion process: Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document4. Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.5. Relationship Building: Build long term relationship with the bank staff & clients by responding appropriately to all bank/client queries either directly received or forwarded by the service company. 6. Customer Relationship Management: Arrange meetings of banks branch managers & staff with existing clients at least once a year, acknowledging birthdays & anniversaries to review their financial circumstances & life insurance needs as well as to obtain referrals to further prospects.7. After Sales Service: Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are serviced8. Performance review: Proactively ensure performance review by submitting various sales reports as per agreed frequencies in order to ensure performance targets are achieved & exceeded, ensure meetings with manager to agree on targets & to review performance. 9. Supporting colleagues & bank sales team: Support other Relationship Managers and the bank sales team requested by the sales manager by coaching them in company knowledge, accompanying them on client visits.

Designation: Branch HeadChannel: Agency Business PartnerKey Accountabilities (A collection of duties and/or responsibilities assigned) Will manage team of 6-7 AABM and ABM on-roleemployee Advisors and financial consultant Act as a mentor, coach for the team to drive Business/Sales Targets Enhance FC earnings based on vintage. Focusing on advisor and FC retention. Focus on Customer retention. Generate sales leads through Financial Consultants and advisors by upselling and cross selling of productmix Bring in best practices to offer excellent experience while onboarding customers. Maximize sales productivity of the team and achieve sales targets Responsible for branch unit. Provide in-the-field support to direct reports by joining them on calls and providing coaching andfeedback based on performance Responsible for capacity building at branch level To emphasize on talent retention and managing attrition To maintain high morale and engagement levels of the teams by providing constructive feedback andfostering right environment. Cross sell and up sell HDFC Life Insurance products based on the life cycle needs of the customers and asdefined by the organization. To periodically review the progress of direct reports and suggest corrective measures, if any Provides accurate forecasts, updates and requested reports to reporting manager Adhere to a proper business work ethic and create a similar expectation of direct reports/peers Ensure high quality and high persistency of business generated to support long-term profitability of thecompany Provide feedback and suggestions on initiatives/ changes required in branch operations.