Relationship Manager - Bancassurance IBL
ConfidentialGurgaon / Gurugram, India5 days ago
Job description. Achieve pre-set business targets on ANP, 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 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 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 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 e nsures 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
Role description
A Position Overview
Position Title
Relationship Manager - Bancassurance IBL
Role Summary :
- . Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations
B Organizational Relationships
Reports To
Territory Manager / Area Manager
C Job Dimensions
Geographic Area Covered
Branches / 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 m aintain utmost levels of responsiveness to requirements from the Channel Partner
Ensure 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
0.5 - 4 years in Sales (Insurance / Financial Service Background)
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Relationship Manager • Gurgaon / Gurugram, India
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