Hdfc Bank - Birla Life Insurance

Aditya Birla Sun Life Insurance (ABSLI); Bengaluru; On-site; INR 450,000 - 800,000; Full time

Job summary

Aditya Birla Sun Life Insurance (ABSLI) is expanding its bancassurance model in Bengaluru, partnering with HDFC Bank branches to drive life insurance sales. The role emphasizes relationship management, joint field calls, and customer-focused need analysis.

The candidate should have 1–8 years in life insurance or financial services sales, with MBA preferred. Strong communication and networking skills are essential for success in this target-driven environment.

Qualifications

• Bachelor’s degree or MBA required or preferred.
• 1–8 years in Life Insurance Bancassurance or Financial Services sales.
• Experience with bank channels is a plus.

Responsibilities

• Build and maintain relationships with HDFC Bank branch teams.
• Generate insurance business through branch sourcing and referrals.
• Conduct joint sales calls with bank officials to acquire customers.
• Assess customer financial needs and recommend life insurance solutions.
• Achieve monthly, quarterly, and annual targets.
• Provide product training and awareness to bank staff.
• Maintain high customer service and policy persistency.
• Comply with regulations and company guidelines.
• Track sales performance and share updates with stakeholders.

Skills

Sales excellence

Relationship management

Communication

Presentation skills

Influence banking partners

Networking

Education

MBA preferred

Graduate in any discipline

Job description

To drive life insurance sales through the assigned HDFC Bank branches by building strong relationships with bank staff, generating leads, and achieving business targets through effective customer engagement and financial need analysis.

Key Responsibilities

• Build and maintain strong relationships with HDFC Bank branch teams.
• Generate insurance business through branch sourcing and customer referrals.
• Conduct joint sales calls with bank officials to acquire new customers.
• Understand customer financial needs and recommend suitable life insurance solutions.
• Achieve monthly, quarterly, and annual business targets.
• Conduct product training and awareness sessions for bank staff.
• Ensure high levels of customer service and persistency.
• Adhere to all regulatory and company compliance guidelines.
• Regularly track sales performance and share business updates with stakeholders.

Eligibility Criteria

Education

• Graduate in any discipline (MBA preferred).

Experience

• 1 to 8 years of experience in Life Insurance Bancassurance, Banking, CASA, Wealth, Mutual Funds, Loans, or Financial Services sales.
• Experience in handling HDFC Bank or any banca channel will be preferred.

Required Skills

• Strong sales and relationship management skills.
• Excellent communication and presentation abilities.
• Ability to influence and engage banking partners.
• Customer-focused approach with strong networking skills.
• Target-oriented and self-driven.