Estalvis Advisors Pvt. Ltd. | Relationship Manager | palakkad
1 month ago
A. Position Title: Relationship Manager / Senior RM / Executive RM / Assistant Business Manager / Deputy BM
B. Internal Designation: Executive / Sr Executive
C. Job Role: Relationship Manager
D. Reporting to: Business Manager
E. Sub LOB / Department: Bancassurance & FINCARE
F. Location: Branch Offices-Palakkad, Kerala
G. Experience: At least 6 months of relevant sales experience, preferably in the insurance industry (Bancassurance experience is highly preferred).
H. CTC: Rs. 3.00 LPA to 6.25 LPA on case to case basis plus performance based Incentives.
- Special Benefits:
- Lowest Targets in the Industry
- Fixed Salary + Unlimited Incentives
- Up to 12 Promotions in a year on completion of targets with a CTC and Position Hike plus Rs 40000 Upgrade allowance on each promotions.
- No probation Period. Enjoy all company benefits right from Day 1 of joining
- Mediclaim and Insurance from date of Joining
- Highest incentives in the Industry
I. Qualification: Graduate or Post Graduate in any discipline
J. Job Purpose:
- To drive business through Channel Partners, branch staff, and the distribution network, ensuring that sales and service goals are met and the bancassurance business grows efficiently.
K. Key Responsibilities:
- Lead Generation & Business Development:
- After-Sales Service & Upselling:
- Branch Staff Activation:
- Training & Skill Development:
- Business Target Management:
L. Key Performance Indicators (KPIs):
- Monthly MWPI Target Achievements: Achieve 100% of the Monthly MWPI (Monthly Work Performance Indicator) target for issuance.
- Branch Activation Rate: Achieve a branch activation rate of >60% every quarter.
- Persistency Rate: Ensure 13th-month persistency is above 80% for policy renewals and customer retention.
- NOP Target Achievement: Meet or exceed the NOP (New Business Opportunity) targets as set by the management.
M. Job Requirements:
- Functional Competencies:
- Customer Orientation:
- Partner Management:
- Planning:
N. Behavioral Competencies:
- Business Acumen:
- Collaboration:
- Execution Excellence:
O. Key Interactions:
a) Internal Interactions:
- Sales Team:
- Non-Sales LOB (Line of Business): W
b) External Interactions:
- Bank Branch Staff:
P. Job Competencies:
- Customer Relationship Management:
- Sales Skills:
- Training & Development:
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