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Senior Relationship Builder
3 weeks ago
We are seeking an accomplished Account Manager to handle relationships with Branch Sellers and achieve objectives through our Field Operations System.
Key Responsibilities:
- Process and convert leads generated from Branch into quality business outcomes.
- Maintain adherence to established processes and coordinate with Cluster Managers and Operations Hubs, ensuring minimal customer complaints.
- Achieve persistency targets and ensure a robust follow-up mechanism with customers.
- Coordinate training sessions with Cluster Training managers to enhance bank staff knowledge on life insurance concepts and new product introductions.
- Activate branch banking sellers and meet activation targets.
Performance Metrics:
- Business Plan: Adjusted Monthly Yearly Planned Collections (Rs.) - Plan vs Actual as per target assigned.
- Case Size: Plan vs Actual as per target assigned.
- Seller Activation: Seller Activation (%) - Plan vs Actual as per target assigned.
- Persistency: 15th month Persistency (%) - >82.5 and as per plan.
Essential Skills:
- Exceptional Relationship Management skills.
- Managing various levels of Bank Management.
- Adherence to Process.
Desired Qualifications and Experience:
- Graduate in any discipline from a recognized university or college.
- 1-2 years of experience in sales; experience in insurance preferred.
- Experience in Life Insurance sales management, Retail bank distribution, Channel management, and/or DSA relationship.
