Job Detail

Sales Officer - Canara HSBC LIFE INSURANCE

Date Posted: Jan 11, 2020
Monthly Salary: 25000 INR - 30000 INR

Job Description

Role Purpose:

Work closely & amp; jointly with Banc assurance channel partner to ensure CHOICe achieves its business aspiration in

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

Highest Persistency.

Principal Accountabilities: Key activities and decision making



Typical Targets and Measures


Impact on the Business

 To Achieve channel wise targets.

 To Achieve desired Branch & SP/BIC/OIC Activation targets.

 To Create a healthy Product Mix with traditional >30%

 To Create a healthy pool of lead generators across branches.


 Achieve new business premium as per AOP

targets rolled out by SSBD

 Achieve Traditional Product Mix target

 Achieve Smart Sanchay Policy per Branch

per week (CAN & OBC only) as per target.

 Achieve 70% Activation target for HSBC


 Ensure timely PIR reporting and NIL PIR



Customers / Stakeholders

 Provide support to BM/SP/BIC.OICs at the ground level. Make joint

Field calls and motivate them to achieve targets.

 Provide support and training for timely Submission, Pendency, and

Issuance management.

 Conceptualize and implement local business development initiatives

for lead generation and focused sales.

 Provide key inputs on business health to Branch Heads and agree on

tactical initiatives to increase lead generators & their contribution.


 Ensure Customer Complaints <=4% of


 Achieve defined metrics as per Sales

Activity Management process/guidelines


Leadership & Teamwork

 Act as mentor and coach for the mapped team of SP/BIC/OICs

 Build team spirit and commonality of goal for enhancing sales

 Liaise with colleagues across the country to imbibe best practices

Operational Effectiveness & Control

 Ensure timely submission of applications at HUB locations

 Manage FTRs within 2% and thereby reduce Issuance TATs

 Manage Persistency at 85%


 Ensure FTR at defined percentage.

 Ensure Customer Persistency at defined

Call Me Now :-  9267971102

Skills Required

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Job Detail

  • Location
    Bhopal, Madya Pradesh, India
  • Company
  • Type
    Full Time/Permanent
  • Shift
    First Shift (Day)
  • Career Level
    Experienced Professional
  • Positions
  • Experience
    1 Year
  • Gender
    No Preference
  • Degree
  • Apply Before
    Nov 30, 2020

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