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Partnership Liaison Specialist

3 weeks ago


Tirunelveli, Tamil Nadu, India beBeePartnership Full time ₹ 6,00,000 - ₹ 8,00,000

Job Title: Partnership Liaison Specialist

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As a key member of our team, you will play a pivotal role in fostering strong relationships with our strategic partners. Your primary objective will be to collaborate closely with our branch sellers to drive sales growth through the bank's frontline operations system (FOS).

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  • Build and maintain effective partnerships with our branch sellers to achieve set sales targets.">
  • Identify and convert leads generated from our branches into high-quality business opportunities.">
  • Ensure seamless coordination with our cluster manager and operations hub to meet business objectives.">
  • Maintain minimal customer complaints and follow up on issues as per agreed timelines.">
  • Collaborate with our cluster training manager to provide regular training to bank staff on life insurance concepts and new product introductions.">
  • Activate branch banking sellers and achieve activation targets.">
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Key Performance Indicators:

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  • Business Plan - WPC - Plan vs Actual as per target assigned.">
  • Seller Activation - BDE Seller Activation - Plan vs Actuals.">
  • FDO Seller Activation - Plan vs Actuals.">
  • Persistency - Plan vs Achievement.">
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Requirements:

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  • Graduate in Any Discipline from a UGC and AICTE approved College and University.">
  • 1 to 2 years of experience in sales, preferably in Insurance.">
  • Experience in Life insurance sales management, Retail bank distribution, and Channel Management or DSA relationship.">
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Essential Skills:

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  • Excellent relationship-building skills.">
  • Ability to manage multiple levels of bank management.">
  • Strong adherence to process.">