Relationship Manager - Bancassurance IBL
ConfidentialRaipur30+ days ago
Job descriptionProvide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations Territory Manager / Area Manager Branches / Cluster Training Branch Operations Distribution Operations Channel Partner Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with RAMBO RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the RAMBO 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 RAMBO Sales / operations team and conduct joint sales calls as a team to achieve business numbers Seek commitment from the partner towards achievement of business objective 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 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 Product / Subject matter expertise Business perspective & planning Finance / Insurance industry awareness Self management Problem solving skills Peer level co-ordination and influencing skills Interpersonal skills Communication skills Creative thinking skills Supervising / Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills English, Local language Graduate PG 0.5 - 4 years in Sales (Insurance / Financial Service Background)
A Position Overview
Position Title
- Relationship Manager - Bancassurance IBL
Role Summary :
B Organizational Relationships
Reports To
C Job Dimensions
Geographic Area Covered
Internal Stakeholders
External
D Key Result Areas
Organization Process
Key Contributions
Sales
Relationship Management
Ensure Compliance
MIS
E Skills Required
Technical
Behavioral
Essential
Desired
Language Skills
F Incumbent Characteristics
Essential
Desired
Qualification
Experience
Skills Required
Compliance, Relationship Management, Mis Reporting, Communication, Sales
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Relationship Manager • Raipur
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