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Relationship Manager - Virtual Bancassurance Hdfc

Relationship Manager - Virtual Bancassurance Hdfc

ConfidentialCoimbatore
21 days ago
Job description

A Position Overview

  • Position Title - Senior Relationship Manager - Virtual Bancassurance HDFC
  • Function - Partnership Distribution
  • Department - Virtual Bancassurance HDFC
  • Level / Band - Executive
  • Grade - 209
  • Role Summary : Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations

B Organizational Relationships

  • Reports To - ATM / TM
  • Supervises - NA

    • C Job Dimensions

    Geographic Area Covered - Zone / Cluster

  • Internal Stakeholders -
  • Training
  • Branch Operations
  • Distribution Operations
  • External
  • Channel Partner

    • D Key Result Areas

  • Organization Process
  • Key Contributions

    • Sales

  • Achieve pre-set business targets on WNBP, persistency, 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 and providing support for logging in applications sourced
  • Tapping the right database of the branch and ensure authentic documentation
  • Build relationship with the HDFC branch staff 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 staff activation activation targets
  • Work collectively with HDFC staff 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 HDFC branch manager 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.
  • Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.

    • F 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

    • Skills Required

    Insurance, Compliance, Relationship Management, Mis Reporting, Sales

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