· Act as the face of Company at designated HDFC Bank branches.
· Engage with walk-in customers to assess their insurance needs across health, motor, and general insurance.
· Pitch relevant insurance products and ensure proper explanation of product features, benefits, terms, and premium calculations.
· Build strong relationships with bank staff to generate leads and drive insurance penetration.
· Ensure adherence to compliance, regulatory, and internal company policies.
· Handle documentation and policy issuance processes accurately and efficiently.
· Maintain regular follow-ups with customers and bank staff to maximize conversions.
· Achieve assigned sales targets and contribute to overall business objectives.
· Provide post-sale service and support for renewals and claims-related queries.