COMPLETE Private Banking Group-Lead Verifier - Pune

Group Company: HDFC Bank Limited

Designation: Private Banking Group-Lead Verifier (226_2025_100117)

Office Location: Giga Space Pune Pune (Branch)

Position description: Lead Verifier Non Life Insurance 

Primary Responsibilities:

• Fulfillment of HDFC Bank’s Health & Non-health Bancassurance business through leads generated by staff across locations of HDFC Bank’s
• Virtual Channels by complying with extant regulatory (Internal as well as External Guidelines).

Additional Responsibilities:

• Ensuring daily interaction with virtual relationship staff as well as the Sales Hierarchy at the unit and proposing Non-Life Products to their portfolio customers
• Driving Sales & Quality metrics across outlined parameters
• Drive expected business outcomes e.g., productivity, average ticket size, no. of policies, etc.
• Assistance in achieving Channel/Unit Total Plan for Non-life Business
• All fresh Business sourced though Net banking / STP platform/ Digital Only
• AV should push digital platforms for selling non-life policies.
• Min. 70% of business should be converted through digital Platforms Only.
• Appropriate product mix to be maintained for quality business development and creating long term business book size for the Bank.
• Indemnity Products– 80% & Fixed Benefit Products – 20%

Reporting Team

• Reporting Designation:
• Reporting Department:

Educational qualifications preferred

• Category: Bachelor's Degree
  
• Field specialization:
• Degree:
• Academic score: 50%
• Institution tier: Any

Required Certification/s:

AV/SP certification to be completed mandatorily within 2 months of joining

Required Training/s:

Required work experience

• Industry: Banking preferred - but not a constraint
• Role: Telesales/Direct Sales
• Years of experience: 0 to 3

Key Performance Indicators:

Required Competencies:

Well versed with MS Office (Word, Excel, PPT)

Required Knowledge:

Basic Banking

Insurance Products

Required Skills:

Good Communication Skills

Should be a Team Player

Required abilities

• Physical:
• Other:

Work Environment Details:

Specific requirements

• Travel:
• Vehicle:
• Work Permit:

Other details

• Pay Rate:
• Contract Types: Permanent
• Time Constraints:
• Compliance Related:
• Union Affiliation:

Experience Required: 0Months to 36Months