Only 24h Left Relationship Manager
3 weeks ago
A Position Overview
Position Title
- Relationship Manager - Bancassurance IBL
Role Summary:
- Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations
B Organizational Relationships
Reports To
- Territory Manager/ Area Manager
C Job Dimensions
Geographic Area Covered
- Branches / 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 ANP, case count, active branch, active sales staff and various KPIs for designated branches
- Working jointly with the Branch Manager on Business Implementation plan
- Driving and motivating the branch staff along with RAMBO RM and providing support for logging in applications sourced
- Tapping the right database of the branch and ensure authentic documentation
- Build relationship with the RAMBO 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 RAMBO Sales / operations team and conduct joint sales calls as a team to achieve business numbers
- 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 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 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 RM 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
E 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
- 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
- 0.5 - 4 years in Sales (Insurance / Financial Service Background)
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