Identifying Potential Customers: Work with bank staff to identify customers who have financial protection needs.
Providing Insurance Advice: Offer professional and tailored insurance advice to customers of bank partners.
Sales and Target Achievement: Achieve sales targets as per channel strategy, selling life insurance products through Bancassurance partners.
Building Relationships: Build and maintain strong relationships with sales teams of channel partners and bank staff.
Pre and Post-Sales Support: Provide pre and post-sales support to customers.
Ensuring Quality of Business: Ensure the quality of business and persistency.
Coordinating with Bank Partners: Coordinate work between the bank and HDFC Life.
Generating Leads: Motivate bank employees to generate leads related to life/health insurance products.
Converting Leads: Convert leads based on customer needs.
Joint Calls: Conduct joint calls with bank employees.
In a Bancassurance role at HDFC Life, you'd work with bank partners to identify potential customers, provide insurance advice, and provide after-sales service, aiming to achieve sales targets and build strong relationships with bank staff and customers.