▷ (Urgent) Relationship Manager - Dbs Lvb

A Position Overview Position Title Relationship Manager - DBS LVB Department Partnership Distribution Level Band 209 Executive Role Summary - Visit assigned Partner Branches and interact with Bank Branch Managers SPs as per SOP - Interact with customers to explain the products and solutions Assist and complete the documentation as per guidelines - Ensure Sales Targets assigned are met on every parameter - Help branches assigned achieve Insurance Sales Targets B Organizational Relationships Reports To Area Sales Manager Supervises NA C Job Dimensions Geographic Area Covered 7-10 Branches Cluster Region As per requirement Internal Stakeholders Training Branch Operations Underwriting Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales Achieve pre-set business targets on WNBP Product Mix case count active branch active sales staff and various KPIs for designated branches Working jointing with the Branch Manager SP on Business Implementation plan Driving and motivating the branch staff along with Bank SP and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the Bank 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 Bank 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 Relationship Management Managing the relationship between internal team and channel partner to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner 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 engagement protocols and ensure there are no customer Manage escalations w r t sales and service deliverables To maintain the desired persistency ratio Prompt post-sales service with respect to all domains Strategize and interact closely with the SP on business plan execution Tracking competition at branches level Compliance Maintain high standards of business following processes and compliance policies of both bank and parent organization Adhering to the Tata AIA Life code of conduct MIS Maintain and coordinate branch level MIS Adhering to the Training Road map Providing timely reports to the Supervisor as per the requirement E Skills Required Technical Product Subject Matter Expertise Business Perspective Planning Finance Insurance industry awareness Self-Management Discipline Problem Solving Skills Peer level co-ordination and influencing skills 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 2 to 4 years of work experience in Insurance Financial Service Background Public Sector Bank partner work experience would be preferable About Company Tata AIA Life Insurance Company Limited Tata AIA Life is a joint venture company formed by Tata Sons Pvt Ltd and AIA Group Ltd AIA Tata AIA Life combines Tata s pre-eminent leadership position in India and AIA s presence as the largest independent listed pan-Asian life insurance group in the world spanning 18 markets in the Asia Pacific region Tata AIA Life has written retail new business weighted premium of Rs 2 692 crore for the financial year 2019-20 For the same period the 13th month persistency of the company was at 89 10 and the individual death claims settlement ratio was 99 06 One of the fastest growing companies in the Life Insurance sector Tata AIA Life is now ranked at no 5 based on individual weighted new business premium