No longer accepting applications
Relationship Manager - Virtual Bancassurance HDFC
Tata AIA Life Insurancemumbai, India23 hours ago
Job descriptionAchieve 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 Managing the relationship between internal team and channel partner so as to Provide all possHDFCe 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 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 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. Product / Subject matter expertise Business perspective & planning Finance / Insurance industry awareness Self management Problem solving skills Peer level co-ordination and influencing skills
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
Relationship Management
Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner
Ensure Compliance
MIS
F 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
G Incumbent Characteristics
Essential
Desired
Qualification
Graduate / PG
Experience
2-3 years in Sales
Create a job alert for this search
Relationship Manager • mumbai, India
Related jobs
- Promoted
Client Relationship Manager
Saxon GlobalMumbai, Maharashtra, India Banking & Financial Services sector in India.The role involves driving business growth, managing client engagement, and ensuring delivery excellence across IT services.
Job Description & Key Respons...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager - Automobile
Jobseekerspage.comMumbai, Mumbai (district) Relationship Manager – Automobile Sector.Rotational (1 day off per week).From the automobile industry and nearby locations.Show moreLast updated: 3 days ago
- Promoted
ekincare - Head - Insurance Relationships
Aayuv Technologies Private LimitedMumbai, India Role : Head of Insurance Relationships Location : Mumbai Reporting To : CBO & Cofounder Role Overview <...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager (Insurance / Broking / TPA)
Nova BenefitsMumbai, Maharashtra, India Relationship Manager (Endorsements & Client Servicing).Nova Benefits is on a mission to provide best-in-class health and wellness benefits for employees in India.
As a tech-first Insurtech, we aim t...Show moreLast updated: 27 days ago
- Promoted
Relationship Manager – Insurance
Moneyfrog Financial Services Pvt. Ltd.Kurla, Maharashtra, India Job Title : Relationship Manager – Insurance Location : Chembur Employment Type : Full-Time Experienced (Minimum 3 Years) Proven experience in acquiring and managing insurance clients across life,...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager
Alpha OrionMumbai, India About : - Develop MNC business by onboarding new clients and managing existing clients.Revenue maximization - Diversify product p...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager
Drip CapitalMumbai, Maharashtra, India We are a US-based fintech company revolutionizing global trade for SMEs.At Drip Capital, we’re redefining the future of trade finance and facilitation, empowering small and medium-sized enterprises...Show moreLast updated: 17 days ago
- Promoted
Relationship Manager
Policybazaar.comNavi Mumbai, Maharashtra, India Relationship Manager- Field Sales or Direct Sales (Health Insurance or Term Insurance).Navi Mumbai, Delhi / NCR, Chennai, Coimbatore, Vijayawada, Bangalore.
HR Preeti / / Share your resume on WhatsApp : ...Show moreLast updated: 17 days ago
- Promoted
Relationship Manager
TPMumbai, Maharashtra, India This is regarding an upcoming launch of our dedicated HNI(high net worth individual) desk, designed to cater to our new base of affluent cardholders.
In line with this initiative, we are looking to ...Show moreLast updated: 17 days ago
- Promoted
Relationship Manager
TIE-UPS Manpower ConsultantsMumbai, Maharashtra, India TIE-UPS is hiring for a Leading Equity Firm in India.JOB TITLE Relationship Manager - Investment Banking & Wealth Domain.
Maximize profit & achievement of growth of client’s portfolio & meet financ...Show moreLast updated: 8 days ago
- Promoted
Relationship Manager - Financial Institution
YES BANKMumbai, Mumbai (district) Market Assessment and Business Development.Conducts market research to understand consumers, competition and current market conditions to help identify new business opportunities in target segments...Show moreLast updated: 3 days ago
- Promoted
Mahindra Insurance Brokers - Branch Manager
Mahindra Insurance BrokersMumbai, India Company Description : Mahindra Insurance Brokers Ltd.MIBL) began its journey in 2004 and is a company dedicated to transforming the insurance sector in India.MIBL is a part of ...Show moreLast updated: 30+ days ago
- Promoted
AK Group - Relationship Manager - Corporate Coverage
A.k. groupMumbai, India Department : Corporate Coverage Location : Kalina- BKC, Mumbai Job Title : Relation Manager Corporate Covera...Show moreLast updated: 17 days ago
- Promoted
Digital Relationship Manager
Anand Rathi Share and Stock Brokers LtdMumbai, Maharashtra, India We are looking for Digital Relationship Assistant Managers / Managers to call and nurture leads from digital channels such as the website, social media, and paid campaigns.
The primary focus is on lea...Show moreLast updated: 30+ days ago
- Promoted
Equity Relationship Manager
InCred CapitalMumbai, Mumbai (district) InCred is a new age and fast-growing broking and wealth management firm, with a vision to be.InCred Group has businesses across lending, Wealth.
Management, Asset Management, Investment Banking, Ins...Show moreLast updated: 3 days ago
- Promoted
- New!
Relationship Manager - Insurance
Moneyfrog Financial Services Pvt. Ltd.Kurla, Republic Of India, IN Relationship Manager – Insurance.Proven experience in acquiring and managing insurance clients across life, health, and general insurance segments.
Must be able to explain insurance plans, assess cl...Show moreLast updated: 8 hours ago
- Promoted
Relationship Manager
upGrad RekrutMumbai, Mumbai (district) Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers.
They focus on understanding client needs, providi...Show moreLast updated: 3 days ago
- Promoted
Relationship Manager - Bank
Talent stock SolutionMumbai, India We have an opening with Reputed Banking company Key Responsibilities : Client Management & Business Development : &l...Show moreLast updated: 26 days ago