Rm- Bancassurance

From 1 to 5 year(s) of experience
- ₹ Not Disclosed by Recruiter
- Ernakulam, Hassan, Chalakudy, Kollam/Quilon, Hyderabad/Secunderabad, Palghat/Palakkad, Thrissur/Trichur, Kunnam, Trivandrum/Thiruvananthapuram**Roles and Responsibilities**

HR/ JD/ Ver1.0/1st Feb 2020
- Internal- Basic Information Position Title
- Relationship Manager / Senior RM/ Executive RM/ Assistant Business Manager / Deputy BM Internal Designation
- Executive / Sr Executive Job Role
- Relationship Manager Reporting to
- Business Manager Sub LOB / Department
- Bancassurance & Bancassurance - FINCARE Location
- Branch Offices Total Headcount (Direct) Supervised
- 0 Total Headcount (Direct / Indirect) Supervised
- 0
- Job Purpose- To drive business through Channel Partners branch staff and distribution network. Key Responsibilities Responsibilities
- To generate leads through activities and use enablers for lead generation
- To have minimum of 3 new customer meetings in a day
- To provide after sales service and do upselling with the existing customers
- To ensure 100% branch staff activation every quarter
- To train and skill partner staff on need based selling and product sales pitch
- To ensure 100% of branches with Min of 2-3 SP license holders and support them with the same to drive business target achievements

Specific Authorities( Financial & Non-Financial)
- NA- Key Performance Indicators- Monthly MWPI Target Achievements (issuance) = 100%
- Branch Activation > 60%
- 13th Month Persistency > 80%
- NOP Target Vs Achievements

HR/ JD/ Ver1.0/1st Feb 2020
- Internal
- Job Requirements Qualifications
- Graduate/Post Graduate in Any Discipline Experience
- 1-2 years of relevant sales experience in Insurance (Preferably in Banca) Functional Competencies- Customer Orientation
- Partner Management
- Planning Behavioral Competencies
- Business Acumen
- Collaboration
- Execution Excellence

Key Interactions Internal Nature or purpose of interaction
- Sales- To connect with Leaders on the Business updates and planning

Non Sales LOB- To connect with Branch Ops team to manage business logins & issuance process External Nature or purpose of interaction

Bank- To maintain excellent cordial business relationship with each branch staff to deepen the customer network of the bank branch.

Documented By
- HR Approved By
- HR certification By
- Head - HR- Role:_Business Development Executive (BDE)
- Salary:_ Not Disclosed by Recruiter
- Industry:_Insurance
- Functional Area:_Sales & Business Development
- Role Category:_BD / Pre Sales
- Employment Type:_Full Time, Permanent
- Key Skills- Relationship ManagementBancassuranceRMsalesBusiness Managementlife insurancebanca salesEducation
- UG:_Any Graduate

**Company Profile**:
SKYWINGS ADVISORS PRIVATE LIMITED
- We are one of the leading Staffing Companies.- Company Info- X- Contact Details\+- Recruiter Name:_Vivek Kumar
- Contact Company:_SKYWINGS ADVISORS PRIVATE LIMITED
- Telephone:_
+91-XXXXXXXXXX