Insurance job opening(multiple): For Life Insurance (canara Hsbc) for Mumbai location.
Interested candidates can contact recruiter directly through below mentioned link.
line with the AOP Targets as stated in individual objective setting sheets. Support channel partner in delivering
higher levels of productivity and facilitate the process of Submission -to- Issuance within mutually agreed
timelines. Protect Customer & CHOICe interests by ensuring processes /systems in-use; comply with regulatory
& internal guidelines. Effectively manage channel partner expectations & improve the quality of Relationship
Management to build a mutually benefiting model. Key responsibilities of the job holder are: Business
Development | Mentoring – Coaching | Execution – Implementation of Sales Tactical / Strategies | Achieving
Sales Objectives | Relationship Management. The said role requires the Job Holder to balance Customer
Servicing activity along with Sales Acquisition, while ensuring, the necessary growth as per AOP coupled with
meet or exceed objectives
Learning and Adaptability: Ability to adapt to changing conditions or work demands by assessing
one’s strengths and development needs and taking action to improve
Building & Leveraging Relationships : Being able to connect with people naturally, shows genuine
concern for others, focuses on meeting customer needs both internal & external, able to persuade &
influence outcomes without direct controls, develops networks and builds alliances with a wide range
of stakeholders to facilitate “win-win” situations, politically savvy, trustworthy, leverages existing
relationships well and is mature in creating strong personal rapport and build long lasting relationships.
Domain Expert: Is knowledgeable of product, industry norms, financial markets, regulatory norms,
channels, emerging trends, new developments and applies the knowledge to enhance business
prospects, understand problems and provides proactive solutions basis his specialized knowledge, is a
process & product champion, does best practice & knowledge sharing in the team, ensures adherence
to policies and procedures to cultivate a compliance culture in the team.
Operational Agility: Is able to plan proactively, establish key priorities, allocates resources efficiently,
implements and monitors plans constantly to track progress and makes adjustment basis need to
accomplish desired goals. Establishes a systematic course of action for self and others. Is able to
multitask and balance competing priorities effectively, understands the value of time and is able to get
more done in less time than others, is able to do significant value addition in driving organization
targets rolled out by SSBD
ï· Achieve Traditional Product Mix target
ï· Achieve Smart Sanchay Policy per Branch
per week (CAN & OBC only) as per target.
ï· Achieve 70% Activation target for HSBC
SP (PRM + AWM)
ï· Ensure timely PIR reporting and NIL PIR
Customers / Stakeholders
ï· Provide support to BM/SP/BIC.OICs at the ground level. Make joint
Field calls and motivate them to achieve targets.
ï· Provide support and training for timely Submission, Pendency, and
ï· Conceptualize and implement local business development initiatives
for lead generation and focused sales.
ï· Provide key inputs on business health to Branch Heads and agree on
tactical initiatives to increase lead generators & their contribution.
ï· Ensure Customer Complaints <=4% of
ï· Achieve defined metrics as per Sales
Activity Management process/guidelines
Perks and Benefits