Relationship Manager

Position
Relationship Manager– Government Annuity
Function
Government Annuity
Department
Retirement Benefits
Band
5/5A
JOB SUMMARY:
Responsible for achieving the targets for Retirement business through annuity along with protection/term plan in the assigned region. Responsible for executing the business plan by:
 Reaching out to prospective clients and presenting our products to the targeted audience
 Closing sale and following up on issuance
 Creating awareness about our products in State and Central Govt departments
 Update the sales process and maintaining the feedback of pre-exit database and increase the penetration of counter share
 Keen knowledge of protection business and maintaining active sales pipeline for the same.
KEY RESPONSIBILITIES:
Responsible for implementing the sales plan of the assigned region

• Responsible for achieving sales targets from assigned region

• Assist in launching & driving Government Annuity Business

• Assist in evaluating their needs to help select the best solution

• Prepare periodic sales reports
Maintain database on Govt. and competitor information

• Update the client's/ call reports accurately and efficiently and any competitor's information as suggested by Goverment Annuity team
Continuously evaluate potential of Annuity Business in the region

• Develop specific analysis parameters

• Conduct analysis on the potential govt. departments and prepare reports for the Business Head

• Collect competitor information on the Government Annuity Business
Adhere to all Organization's policies and procedures
Measures of Success:

• Actual sales achieved vs the plan

• Accuracy and timeliness of sales reports

• Actual activity vs targeted activity

• Accuracy of competitor information; up to date data

• NPS/UPS sessions done vs Market share data for the counter
KEY RELATIONSHIPS:
Internal:

• Business Heads

• MLI HR & Sales Training Team

• MLI Operations Team
External:

• Top Clients

• All Stakeholders
DESIRED QUALIFICATIONS & EXPERIENCE:
 Graduate/Master of Business Administration preferably in Sales, Marketing or Finance
 Min 1 year of relevant experience or 2 years' experience in Life Insurance

Position
Relationship Manager– Government Annuity
Function
Government Annuity
Department
Retirement Benefits
Band
5/5A
JOB SUMMARY:
Responsible for achieving the targets for Retirement business through annuity along with protection/term plan in the assigned region. Responsible for executing the business plan by:
 Reaching out to prospective clients and presenting our products to the targeted audience
 Closing sale and following up on issuance
 Creating awareness about our products in State and Central Govt departments
 Update the sales process and maintaining the feedback of pre-exit database and increase the penetration of counter share
 Keen knowledge of protection business and maintaining active sales pipeline for the same.
KEY RESPONSIBILITIES:
Responsible for implementing the sales plan of the assigned region

• Responsible for achieving sales targets from assigned region

• Assist in launching & driving Government Annuity Business

• Assist in evaluating their needs to help select the best solution

• Prepare periodic sales reports
Maintain database on Govt. and competitor information

• Update the client's/ call reports accurately and efficiently and any competitor's information as suggested by Goverment Annuity team
Continuously evaluate potential of Annuity Business in the region

• Develop specific analysis parameters

• Conduct analysis on the potential govt. departments and prepare reports for the Business Head

• Collect competitor information on the Government Annuity Business
Adhere to all Organization's policies and procedures
Measures of Success:

• Actual sales achieved vs the plan

• Accuracy and timeliness of sales reports

• Actual activity vs targeted activity

• Accuracy of competitor information; up to date data

• NPS/UPS sessions done vs Market share data for the counter
KEY RELATIONSHIPS:
Internal:

• Business Heads

• MLI HR & Sales Training Team

• MLI Operations Team
External:

• Top Clients

• All Stakeholders
DESIRED QUALIFICATIONS & EXPERIENCE:
 Graduate/Master of Business Administration preferably in Sales, Marketing or Finance
 Min 1 year of relevant experience or 2 years' experience in Life Insurance