Relationship Manager

7 days ago

Ranchi, India Tata AIA Life Insurance Full time
JOB DESCRIPTIONPosition OverviewPosition TitleKey Account ManagerDepartmentIDFC FirstLevel/ BandExecutive - 204Role Summary

:Visit partner branches and interact with Bank branch managersEnsure sales targets assigned are met on every parameterInteract with customers to explain the products and solutionsHelp branches mapped to her/him help achieve insurance sales targetsOrganizational RelationshipsReports ToCluster ManagerSupervisesNAJob DimensionsGeographic Area CoveredBranchesStakeholders InternalSupervisors, Ops, Underwriting, LegalExternalIDFC First Bank – Channel PartnerKey Result AreasPartner and Client Management· Exceeding branch level targets (NB, renewal, STP, digitisation, product mix etc)· Interact with the Bank branch teams and customers to explain the products and promote the brand· Sales and support to all branches assigned – complete documentation, medicals, close pending documentation.· Drive local contests and engagements to engage teams· Keep track of all contests and initiatives launched – bank, other insurers and Tata AIA Life· Maintain good relationship with Bank Branch manager - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity· 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· Aid the bank branches to adopt new processes and technologyEnsure sales targets assigned are met on every parameter· Assist Branch team to ensure their insurance targets are met by providing sales support, correct training, product updates, sales information.· Align partner to ensure both teams are working towards the same goalCustomer service· Ensure adequate customer service – grievance redressal, claim settlement, renewal etc.Risk Management‘Own-up’ the risk of the function by developing a risk aware culture through participation in measurement, analysis and mitigation of risks associated with the respective function. This includes development of risk response processes, participation in contingency and business continuity programs and reporting of emerging risks with potential impacts. Also respond to risks highlighted by employees through formal / informal mechanisms and advice on various risk management issues within the organization and provide feedback. Participate in implementing risk mitigation plan through optimum resource allocation, monitoring and reporting on status.E Skills RequiredTechnical· Good product knowledge· Working knowledge of MS OfficeBehavioralEssentialDesiredInterpersonal skills·Communication skills·Creative thinking skills·Supervising / Leadership skills·Teamwork Skills·Influencing skills·Relationship Building skills·Decision making skills·F Incumbent CharacteristicsEssentialDesiredQualificationGraduationExperience1 to 3 years of work experience in Insurance / Financial Service Background, Public Sector Bank partner work experience would be preferable

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