Deputy Manager - Bancassurance
HDFC ERGO
1 - 4 years
Bhopal
Posted: 25/06/2025
Job Description
Key Roles & Responsibilities:
Operational Responsibilities
· Bank has multiple partners in General Insurance business and our focus is retaining leadership positions and having maximum share in terms of business and creating visibility in the channel by conducting regular engagement activities
· Responsible for Intensive lead generation and ensuring budget/target achievement along with containing the required product knowledge
· Responsible for intense daily local travel for the engagement with HDFC Bank Relationship Officers (RO's) & bank Sales Manager, engagement to be tracked on Oval Lite with OTP based validation
· Updating business sourcing and branch visit on daily basis on the Local/PAN India WhatsApp group
· Attending morning huddles where the bank Sales Manager address all their RO's and sets the agenda for the day
· Responsible for providing the regular product training to the bank staff
· Visiting local electronic stores independently or jointly with bank Sales Managers to achieve RO and mobilize business
· Responsible for RO activation and penetration of Number of Policy (NOP) in core business units disbursement will be the key parameter of performance along with Gross Written Premiums target achievement
· Ensuring zero tolerance on mis-selling and ensuring that the customer escalation must be addressed on priority
Compliance & Adherence
· Ensuring all the activities including conducting R&R (Reward & Recognition) to following new and existing processes should follow the required compliance and adherence requirement
Key Requirements- Education & Certificate:
· Post Graduate from a reputed institute will be preferred
Key Requirements- Experience & Skills:
· Excellent sales skill, convincing skills, lead generation and time management are required
· Proven experience of 1+ years is required
· Preference will be given to the candidate with Bancassurance industry background
· Personal 2-wheeler with the driving licenses will be preferred
About Company
HDFC ERGO General Insurance is a leading private sector general insurance company in India, formed as a joint venture between HDFC Ltd. and ERGO International (a part of the Munich Re Group). The company offers a wide range of insurance products including health, motor, travel, home, and commercial insurance. Known for its customer-centric approach, strong digital infrastructure, and quick claims processing, HDFC ERGO serves millions of individuals and businesses across the country, making it a trusted name in the Indian insurance industry.
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