Front Line Sales Officer

Job Description:

Work closely & jointly with Banca assurance channel partner to ensure CHL achieves its business aspiration in line with the AOP Targets (New & Customer Retention) as stated in individual objective setting sheets.

• Coordinate with channel partner in delivering higher levels of productivity and facilitate the process of Submission to-Issuance within mutually agreed timelines.
• Protect Customer & CHL 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 Execution-Implementation of Sales & Customer Retention Strategies | 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.

Duties:

To Achieve channel wise targets.(New & Customer Retention)

• To Achieve desired Branch & LBS Activation targets.
• To Create a healthy Product Mix with traditional >50%
• To Create a healthy pool of lead generators across branches.
• Strong understanding of life insurance products and their applications.
• Excellent product knowledge, including features, benefits, and competitive landscape.
• Ensure timely completion of daily tasks, meeting deadlines, and maintaining accurate records.