Relationship Manager – Bancassurance IBL Full Time

Dear Candidate,

Greetings of the day!

we have opening for Relationship Manager – Bancassurance IBL

Role Summary:

Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations

Organizational Relationships

Reports To Territory Manager/ Area Manager

Job Dimensions

Geographic Area Covered Branches / Cluster
Internal Stakeholders Training
Branch Operations
Distribution Operations
External Channel Partner

Key Result Areas

Organization Process Key Contributions
Sales

Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches
Working jointing with the Branch Manager on Business Implementation plan
Driving and motivating the branch staff along with RM and providing support for logging in applications sourced
Tapping the right database of the branch and ensure authentic documentation
Build relationship with the Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively
Prospect and meet customers within and outside the Branch as when required
To develop, agree and implement short term and long term plans to achieve sales targets
To achieve branch RM activation targets
Work collectively with Sales / operations team and conduct joint sales calls as a team to achieve business nos.
Seek commitment from the partner towards achievement of business objective
Relationship Management:

Managing the relationship between internal team and channel partner so as to
Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner
Provide all possible support to the channel partner as a face of parent company
Effectively execute all Marketing activities as per Partners requirement
Ensuring timely issuance of policies with resolving all pending etc.
Adhere to the customer touch-point engagement in order to service his portfolio of customers
To maintain the desired persistency ratio
Prompt post-sales service with respect to all domains
Strategize and interact closely with the RM on business plan execution

Ensure Compliance

Ensure compliance to internal sales process & other compliance standards
Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team
MIS

Adhering to the Training Road map.
Providing timely reports to the Supervisor as per the requirement.
Adhering to the TALIC code of conduct.

Skills Required

Technical Product/Subject matter expertise
Business perspective & planning
Finance / Insurance industry awareness
Self management
Problem solving skills
Peer level co-ordination and influencing skills

Qualification Graduate
Experience 0.5 – 4 years in Sales (Insurance / Financial Service Background)

Location

VIZAG,Bangalore,Baroda,Surat,Nagpur,Bhubaneswar,Sambalpur,Jaipur HMRest of Jaipur,Ludhiana /Amritsar

Regards,

HR Team

Tagged as: sales / bd