• Drive life insurance sales through the assigned bank branches.
• Build strong relationships with Branch Managers, Relationship Managers and Bank Staff.
• Generate leads by engaging with walk-in and existing bank customers.
• Understand customers' financial needs and recommend suitable HDFC Life insurance products.
• Conduct customer meetings, sales presentations and policy closures.Achieve monthly business targets while maintaining high-quality customer service.
• Ensure timely documentation and adherence to IRDAI and company compliance guidelines.
• Coordinate with internal teams for seamless policy issuance and customer support.