Relationship Manager

3 weeks ago


Udaipur India Max Financial Services Full time

Job Description Position Relationship Manager- Government Annuity Function Government Annuity Department Retirement Benefits Band 5/5A JOB SUMMARY: Responsible for achieving the targets for Retirement business through annuity along with protection/term plan in the assigned region. Responsible for executing the business plan by: . Reaching out to prospective clients and presenting our products to the targeted audience . Closing sale and following up on issuance . Creating awareness about our products in State and Central Govt departments . Update the sales process and maintaining the feedback of pre-exit database and increase the penetration of counter share . Keen knowledge of protection business and maintaining active sales pipeline for the same. KEY RESPONSIBILITIES: Responsible for implementing the sales plan of the assigned region . Responsible for achieving sales targets from assigned region . Assist in launching & driving Government Annuity Business . Assist in evaluating their needs to help select the best solution . Prepare periodic sales reports Maintain database on Govt. and competitor information . Update the client's/ call reports accurately and efficiently and any competitor's information as suggested by Goverment Annuity team Continuously evaluate potential of Annuity Business in the region . Develop specific analysis parameters . Conduct analysis on the potential govt. departments and prepare reports for the Business Head . Collect competitor information on the Government Annuity Business Adhere to all Organization's policies and procedures Measures of Success: . Actual sales achieved vs the plan . Accuracy and timeliness of sales reports . Actual activity vs targeted activity . Accuracy of competitor information up to date data . NPS/UPS sessions done vs Market share data for the counter KEY RELATIONSHIPS: Internal: . Business Heads . MLI HR & Sales Training Team . MLI Operations Team External: . Top Clients . All Stakeholders DESIRED QUALIFICATIONS & EXPERIENCE: . Graduate/Master of Business Administration preferably in Sales, Marketing or Finance . Min 1 year of relevant experience or 2 years experience in Life Insurance Position Relationship Manager- Government Annuity Function Government Annuity Department Retirement Benefits Band 5/5A JOB SUMMARY: Responsible for achieving the targets for Retirement business through annuity along with protection/term plan in the assigned region. Responsible for executing the business plan by: . Reaching out to prospective clients and presenting our products to the targeted audience . Closing sale and following up on issuance . Creating awareness about our products in State and Central Govt departments . Update the sales process and maintaining the feedback of pre-exit database and increase the penetration of counter share . Keen knowledge of protection business and maintaining active sales pipeline for the same. KEY RESPONSIBILITIES: Responsible for implementing the sales plan of the assigned region . Responsible for achieving sales targets from assigned region . Assist in launching & driving Government Annuity Business . Assist in evaluating their needs to help select the best solution . Prepare periodic sales reports Maintain database on Govt. and competitor information . Update the client's/ call reports accurately and efficiently and any competitor's information as suggested by Goverment Annuity team Continuously evaluate potential of Annuity Business in the region . Develop specific analysis parameters . Conduct analysis on the potential govt. departments and prepare reports for the Business Head . Collect competitor information on the Government Annuity Business Adhere to all Organization's policies and procedures Measures of Success: . Actual sales achieved vs the plan . Accuracy and timeliness of sales reports . Actual activity vs targeted activity . Accuracy of competitor information up to date data . NPS/UPS sessions done vs Market share data for the counter KEY RELATIONSHIPS: Internal: . Business Heads . MLI HR & Sales Training Team . MLI Operations Team External: . Top Clients . All Stakeholders DESIRED QUALIFICATIONS & EXPERIENCE: . Graduate/Master of Business Administration preferably in Sales, Marketing or Finance . Min 1 year of relevant experience or 2 years experience in Life Insurance



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