Relationship Manager

3 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.

1. 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:

1. Lead Generation & Business Development:2. After-Sales Service & Upselling:3. Branch Staff Activation:4. Training & Skill Development:5. Business Target Management:

L. Key Performance Indicators (KPIs):

1. Monthly MWPI Target Achievements: Achieve 100% of the Monthly MWPI (Monthly Work Performance Indicator) target for issuance.2. Branch Activation Rate: Achieve a branch activation rate of >60% every quarter.3. Persistency Rate: Ensure 13th-month persistency is above 80% for policy renewals and customer retention.4. NOP Target Achievement: Meet or exceed the NOP (New Business Opportunity) targets as set by the management.

M. Job Requirements:

1. Functional Competencies:2. Customer Orientation:3. Partner Management:4. Planning:

N. Behavioral Competencies:

1. Business Acumen:2. Collaboration:3. Execution Excellence:

O. Key Interactions:

a) Internal Interactions:

1. Sales Team:2. Non-Sales LOB (Line of Business): W

b) External Interactions:

1. Bank Branch Staff:

P. Job Competencies:

1. Customer Relationship Management:2. Sales Skills:3. Training & Development:

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