Canara HSBC Life Insurance Company
Des : RO
Ctc : 4.4
Responsibilities :
Work closely & jointly with Banc 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. Support 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.
PRINCIPAL ACCOUNTABILITIES: KEY ACTIVITIES AND DECISION-MAKING AREAS:
2
• 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