Relationship Manager

1 week ago

Siliguri, India Tata AIA Life Insurance Full time
Job description
JOB DESCRIPTION
A Position Overview
Position Title
Relationship Manager – HDFC Bank Tele Channel
Department
Partnership Distribution
Level/ Band
201/204
Role Summary:
· Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations
B Organizational Relationships
Reports To
AM/ 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
· Achieve 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
Relationship Management
· 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 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
· 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
MIS
· 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.
F Skills Required
Technical
Product/Subject matter expertise
Business perspective & planning
Finance / Insurance industry awareness
Self management
Problem solving skills
Peer level co-ordination and influencing skills
Behavioral
Essential
Desired
Interpersonal skills
·

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