Relationship Manager - DBS LVB
ConfidentialCoimbatore, India3 days ago
Job description. Achieve pre-set business targets on WNBP & Product Mix, case count, active branch, active sales staff and various KPIs for designated branches . Working jointing with the Branch Manager / SP on Business Implementation plan . Driving and motivating the branch staff along with Bank SP and providing support for logging in applications sourced . Tapping the right database of the branch and ensure authentic documentation . Build relationship with the Bank 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 Bank 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 . Managing the relationship between internal team and channel partner 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 engagement protocols and ensure there are no customer . Manage escalations w.r.t. sales and service deliverables. . To maintain the desired persistency ratio . Prompt post-sales service with respect to all domains . Strategize and interact closely with the SP on business plan execution . Tracking competition at branches level Maintain high standards of business following processes and compliance policies of both bank and parent organization Adhering to the Tata AIA Life code of conduct. . Maintain and coordinate branch level MIS . Adhering to the Training Road map. . Providing timely reports to the Supervisor as per the requirement. Product / Subject Matter Expertise Business Perspective & Planning Finance / Insurance industry awareness Self-Management & Discipline Problem Solving Skills Peer level co-ordination and influencing skills
Role description
Job Description
A Position Overview
Position Title
Relationship Manager - DBS LVB
Department
Partnership Distribution
Level / Band
209 (Executive)
Role Summary :
- Visit assigned Partner Branches and interact with Bank Branch Managers & SPs as per SOP
- Interact with customers to explain the products and solutions. Assist and complete the documentation as per guidelines
- Ensure Sales Targets assigned are met on every parameter
- Help branches assigned achieve Insurance Sales Targets
B Organizational Relationships
Reports To
Area Sales Manager
Supervises
NA
C Job Dimensions
Geographic Area Covered
7-10 Branches / Cluster / Region (As per requirement)
Internal Stakeholders
Training
Branch Operations & Underwriting
Distribution Operations
External
Channel Partner
D Key Result Areas
Organization Process
Key Contributions
Sales
Relationship Management
Compliance
MIS
E Skills Required
Technical
Behavioral
Essential
Desired
Interpersonal skills
Communication skills
Creative thinking skills
Supervising / Leadership skills
Teamwork Skills
Influencing skills
Relationship Building skills
Decision making skills
Language Skills
English, Local Language
F Incumbent Characteristics
Essential
Desired
Qualification
Graduate
PG
Experience
2 to 4 years of work experience in Insurance / Financial Service Background, Public Sector Bank partner work experience would be preferable
Skills Required
Problem Solving Skills, Planning
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Relationship Manager • Coimbatore, India
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