Relationship Manager

2 weeks ago

Trivandrum, India Estalvis Advisors Pvt. Ltd. Full time
A. Position Title: Relationship Manager / Senior RM / Executive RM / Assistant Business Manager / Deputy BM
B. Internal Designation: Executive / Sr Executive
C. Job Role: Relationship Manager
D. Reporting to: Business Manager
E. Sub LOB / Department: Bancassurance & FINCARE
F. Location: Branch Offices-Thiruvanthapuram, Kerala
G. Experience: At least 6 months of relevant sales experience, preferably in the insurance industry (Bancassurance experience is highly preferred).
H. CTC: Rs. 3.00 LPA to 6.25 LPA on case to case basis plus performance based Incentives.
Special Benefits:
Lowest Targets in the Industry
Fixed Salary + Unlimited Incentives
⁠Up to 12 Promotions in a year on completion of targets with a CTC and Position Hike plus Rs 40000 Upgrade allowance on each promotions.
No probation Period. Enjoy all company benefits right from Day 1 of joining
Mediclaim and Insurance from date of Joining
⁠Highest incentives in the Industry
I. Qualification: Graduate or Post Graduate in any discipline
Mandate - Two wheeler + Driving License
J. Job Purpose:
To drive business through Channel Partners, branch staff, and the distribution network, ensuring that sales and service goals are met and the bancassurance business grows efficiently.
K. Key Responsibilities:
Lead Generation & Business Development:
After-Sales Service & Upselling:
Branch Staff Activation:
Training & Skill Development:
Business Target Management:
L. Key Performance Indicators (KPIs):
Monthly MWPI Target Achievements: Achieve 100% of the Monthly MWPI (Monthly Work Performance Indicator) target for issuance.
Branch Activation Rate: Achieve a branch activation rate of >60% every quarter.
Persistency Rate: Ensure 13th-month persistency is above 80% for policy renewals and customer retention.
NOP Target Achievement: Meet or exceed the NOP (New Business Opportunity) targets as set by the management.
M. Job Requirements:
Functional Competencies:
Customer Orientation:
Partner Management:
Planning:
N. Behavioral Competencies:
Business Acumen:
Collaboration:
Execution Excellence:
O. Key Interactions:
a) Internal Interactions:
Sales Team:
Non-Sales LOB (Line of Business): W
b) External Interactions:
Bank Branch Staff:
P. Job Competencies:
Customer Relationship Management:
Sales Skills:
Training & Development:

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