Executive Branch Relationship officer

Role & responsibilities

• Work on Aditya Birla Sun Life Insurances payroll and be assigned to an HDFC Bank branch.
• Generate insurance business through walk-in customers and leads provided by the branch.
• Meet monthly and annual sales objectives, including NOP (Number of Policies), FYP (First Year Premium), and persistency metrics.
• Build and maintain strong relationships with the Branch Manager and Bank employees to drive business growth.
• Deliver high-quality customer service and resolve complaints within the designated Turnaround Time (TAT).
• Provide product training and updates to banking partners on product, process, and regulatory changes.
• Support sales activities, including customer interactions, policy issuance, and grievance handling.
• Ensure strong penetration of Life Insurance (LI) products among new and existing customers.
• Work in an open architecture setup, collaborating with banking partners to maximize business opportunities.

Preferred candidate profile

• Education: Graduation or equivalent degree.
• Experience: Preferably in sales or banking.
• Skills:
• Excellent communication and articulation skills.
• Strong influencing and convincing abilities.
• Customer-handling expertise and service-oriented approach.
• Goal-driven with resilience to achieve business targets.
• Ability to establish relationships within the bank at different levels.
• Other Requirements:
• Proficiency in the local language.
• Familiarity with the local market.
• Willingness to travel (intra-city or outstation).
• Must own a two-wheeler for field visits.

Perks and benefits

• Salary Range: ₹3,00,000 ₹4,00,000 per annum.
• Full-time employment with Aditya Birla Sun Life Insurance.
• Opportunity to work closely with HDFC Bank branches.
• Career growth opportunities within the financial services sector.
• Hands-on experience in sales and relationship management.

Let me know if you need any modifications or additional details!