Senior Executive - Bancassurance

HDFC ERGO

1 - 3 years

Bengaluru

Posted: 25/06/2025

Job Description

The Sales Manager has the responsibility of driving sales and achieving the sales target for the assigned tele channel

Target Achievement

· Drive sales and achieve targets through the bank branches

Sales Support

· Support the bank unit/tele channel unit with sales effort, in terms of generating benefit illustrations, analysing scope for business development

Relationship Management

· Engage an open and trusting relationship with the bank unit staff

· Engage the employees of the bank channel in regular discussions to transfer knowledge about insurance, product offerings and understand their issues/ concerns about selling insurance (if any)

· Ensure that all service requirements are met, medicals facilitated, and customers are satisfied

Lead Generation

· Spearhead all lead generation initiative from the bank – whether through lead transfer, data-mining, referrals and others.

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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