Relationship Manager - Business To Distributors
ConfidentialKolkata, Gurgaon / Gurugram30+ days ago
Job descriptionAdherence to SOPs Operations processes Sales & performance Reports To ensure effective risk management & policy adherence Manage all aspects of the Standard Operating Procedures (SOPs) for the BPG team Ensure compliance with offline and online processes to protect client mapping and RM assignments Update Management Information Systems (MIS) as scheduled and share with the Business Team To help the risk team by ensuring process adherence like documentation, KYC & client profiling Support the risk team by ensuring process adherence, including documentation, KYC, and client profiling, and comply with all regulatory requirements and organizational policies Customer satisfaction management & measurement Ensure the successful implementation of 'Mission Happiness' for all relevant clients Ensure that complaints are recorded properly and resolved within agreed turnaround times (TATs) Develop and adhere to escalation matrices to handle issues effectively Focus on ongoing personal and professional growth to maintain business relevance Adhere to all relevant tests, standards, and necessary certifications consistently
A) Business Quadrant
- To consistently acquire new business partners
- Enhance and develop distribution channels
- To achieve targeted sales volume
- Identify and onboard business partners with a strong customer base
- Activate business partners and ensure a steady flow of leads
- Organize regular product and sales training sessions with input from relevant teams
- Monitor the quality of business sourced through partners and ensure effective product penetration
- Develop and manage incentive campaigns with stakeholder approvals
- Achieve targets set by the business head, including active partner acquisition, amounts mobilized, products sold, and SIP persistency
B) Process Quadrant
C) Customer Quadrant
D) Learning Quadrant
Skills Required
Insurance Sale, Agency Channel, Dsa, Agency Sales, Channel Sales
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Relationship Manager • Kolkata, Gurgaon / Gurugram
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