Relationship Manager

19 hours ago


india Estalvis Advisors Pvt. Ltd. Full time

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-Pathanmthitta, Kerala

G. Experience: 1-2 years of relevant sales experience, preferably in the insurance industry (Bancassurance experience is highly preferred).

H. CTC: Rs.2.00 to Rs.3.00 LPA

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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