Relationship Manager

2 months ago


Udaipur, India Tata AIA Life Insurance Full time

APosition Overview

Position Title

Relationship Manager - Bancassurance IBL

Role Summary:

·Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations

B Organizational Relationships

Reports To

Territory Manager/Area Manager

C Job Dimensions

Geographic Area Covered

Branches / Cluster

Internal Stakeholders

Training

Branch Operations

Distribution Operations

External

Channel Partner

D Key Result Areas

Organization Process

Key Contributions

Sales

·Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches

·Working jointing with the Branch Manager on Business Implementation plan

·Driving and motivating the branch staff along withRAMBORM and providing support for logging in applications sourced

·Tapping the right database of the branch and ensure authentic documentation

·Build relationship with theRAMBOSales/ operationsteamand ensure the business targets and Productivity targets of the allocated branches are met effectively

·Prospect and meet customers within and outside the Branch as when required

·To develop, agree and implement short term and long term plans to achieve sales targets

·To achieve branch RM activation targets

·Work collectively withRAMBOSales / operations teamand conduct joint sales calls as a team to achieve business nos.

·Seek commitment from the partner towards achievement of business objective

Relationship Management

·Managing the relationship between internal team and channel partner so as to

Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner

·Provide all possible support to the channel partner as a face of parent company

·Effectively execute all Marketing activities as per Partners requirement

·Ensuring timely issuance of policies with resolving all pending etc.

·Adhere to the customer touch-point engagement in order to service his portfolio of customers

·To maintain the desired persistency ratio

·Prompt post-sales service with respect to all domains

·Strategize and interact closely with the RM on business plan execution

Ensure Compliance

·Ensure compliance to internal sales process & other compliance standards

· Should be process & product championto ensures adherence to policies andprocedures to cultivate a compliance culture in the team

MIS

·Adhering to the Training Road map.

·Providing timely reports to the Supervisor as per the requirement.

·Adhering to the TALIC code of conduct.

E Skills Required

Technical

·Product/Subject matter expertise

·Business perspective & planning

·Finance / Insurance industry awareness

·Self management

·Problem solving skills

·Peer level co-ordination and influencing skills

Behavioral

Essential

Desired

Interpersonal skills

·

Communication skills

·

Creative thinking skills

·

Supervising/Leadership skills

·

Teamwork Skills

·

Influencing skills

·

Relationship Building skills

·

Decision making skills

·

Language Skills

English, Locallanguage

F Incumbent Characteristics

Essential

Desired

Qualification

Graduate

PG

Experience

0.5-4yearsin Sales (Insurance/ Financial ServiceBackground)



  • Udaipur, India IndusInd Bank Full time

    Relationship Manager is responsible for managing existing customers of the bank as well as growing the base by acquiring new to bank customers; and are supposed to service all banking needs of mapped clientsOverall Job DescriptionTo acquire new clients through leads and family accounts groupingTo grow the liability base (CASAFD) of the bank by deepening...


  • udaipur, India iGenuine Learning Full time

    The primary point of contact for our clients, ensuring their needs are met with excellence and fostering long-term, productive relationships. To work closely with clients to understand their training needs, coordinate with our internal teams to deliver tailored solutions, and ensure high levels of client satisfaction. Key Responsibilities: ...


  • Udaipur, India Warrgyiz Morsch Pvt. Ltd. Full time

    **Job Tite**: **Customer Relationship Executive** **Job Summary** We at Warrgyizmorsch looking for a Customer Relationship Executive to join our office, a professional who will be responsible for managing and maintaining positive relationships with our clients, ensuring exceptional customer experiences, and addressing their queries and concerns. The role...


  • Udaipur, India The Chemical Center Full time

    We're hiring a talented Female CRM Specialist to join our team at The Chemical Center, Udaipur! If you're passionate about customer relationship management and excel in communication, we want to hear from you! Key Requirements: - Excellent communication skills - Strong follow-up skills Location: Ashok Nagar, Udaipur **Salary**: ₹15,000 - ₹20,000...


  • Udaipur, India Cognus technology Full time

    **Job description** **Client Acquisitions** - Attend leads, calling clients to assess investing profiles and convert them into investments. - Assist clients in completing KYC process, Auto SIP setup registration and related documentation. - Regular Follow ups with smart leads management. - Consult & give recommendation of mutual funds to the clients as per...

  • Relationship Manger

    3 months ago


    Udaipur, India InfinityHire Full time

    **Job Title**:Relationship Manager **Total Experience**: 0-7 years **CTC Offered**:4 LPA **Location**: Poovar, Kerala Resort **Qualification**: Graduation Mandatory/ MBA Freshers can also apply **Working Days**:Saturday and Sunday Compulsory working can take a week off between Monday to Friday any one day. **Language**: English Individual Contributor...

  • Staffing Sales/RPO

    1 week ago


    Udaipur, India Every Special Child Full time

    RPO Client Relationship Executive will be responsible for generating new business opportunities, nurturing client relationships, and driving the overall growth of our RPO services. This role requires a deep understanding of recruitment processes, exceptional sales skills, and the ability to effectively communicate our value proposition to potential...

  • Relationship Officer

    2 months ago


    Udaipur, India Cognus technology Full time

    **Responsibilities**: Client Acquisitions Attend leads, understand profile of client and their needs to convert them into investments. Give recommendation of mutual funds or portfolios to the clients as per their investment objectives. Analyze and Manage client’s portfolios. Build and maintain the client base. Client Support Understand their queries...


  • Udaipur, India BML Munjal University Full time

    Roles ResponsibilitiesBuild and maintain relationships with corporates for placement tie-ups as well as other strategic alliancesLeading the entire corporate engagement and strategy for placing studentsEnsure 100% placementResponsible for end-to-end student placement preparation and career counsellingResponsible for industry live projects and interactions in...


  • Udaipur, India Sanghi Classic, BMW Full time

    **Job description** Customer Satisfaction level analysis. Monitor Customer satisfaction Trend. Increased Customer Retention. Improve customer loyalty and referrals. Maintain high standards of house keeping. Assist in CRM activities. Maintain good relations with existing customers. Conduct customer events / clinics. Increase CSI **Key Skills** "Good people...

  • Senior Sales Manager

    4 weeks ago


    Udaipur, India Shahpura Hotels & Resorts Full time

    Job SummaryResponsible for proactively soliciting and managing large group/catering related opportunities with significant revenue potential. Actively up-sells each business opportunity to maximize revenue opportunity. Achieves personal and team related revenue goals. Verifies business is turned over properly and in a timely fashion for proper service...

  • Solutions Manager

    5 days ago


    Udaipur, India Infomatics - Complex Data, Simplified Full time

    This is a role for a Sales/Solution Manager at Infomatics. As a Sales manager, you will be responsible for driving revenue growth and building relationships with clients. You will oversee the sales process from lead generation to closing and collaborate with cross-functional teams to ensure client satisfaction. The Sales Manager must be able to communicate...

  • Senior Sales Manager

    4 weeks ago


    Udaipur, India Shahpura Hotels & Resorts Full time

    Job SummaryResponsible for proactively soliciting and managing large group/catering related opportunities with significant revenue potential. Actively up-sells each business opportunity to maximize revenue opportunity. Achieves personal and team related revenue goals. Verifies business is turned over properly and in a timely fashion for proper service...

  • Senior Sales Manager

    4 weeks ago


    Udaipur, India Shahpura Hotels & Resorts Full time

    Job SummaryResponsible for proactively soliciting and managing large group/catering related opportunities with significant revenue potential. Actively up-sells each business opportunity to maximize revenue opportunity. Achieves personal and team related revenue goals. Verifies business is turned over properly and in a timely fashion for proper service...

  • Accounts Manager

    4 months ago


    udaipur, India Manvin Consulting Full time

    We are searching for communicative candidates who are proactive and passionate about company products and the clients they serve. Account managers will act as a point of contact for their clients.. Responsibilities: Communicating with clients to understand their needs and explain product value. Building relationships with clients based on trust and respect....

  • Account Manager

    3 months ago


    udaipur, India 4AM Worldwide Full time

    The Account Manager will successfully manage accounts from start to completion while playing a lead role in presenting the content of our deliverables. AM will be expected to lead and proactively grow client engagements, form trust-based client relationships, and create high impact content in partnership with the creative team. RESPONSIBILITIES: ●...

  • Business Manager

    5 months ago


    Udaipur, India Kogta Full time

    Job Description Key Roles and Responsibilities: Would be responsible to achieve the sales target assigned. Handling the Team of Relationship Officers. New Client Acquisition & Business generation of MSME Business. Responsible for individual & team targets. Shall be responsible for sourcing, servicing, and disbursing the business and...


  • Udaipur, India J L Morison Full time

    Company DescriptionJL Morison India Ltd. is an established FMCG company based in Mumbai, India, with a legacy of over 80 years in building sustainable brands. The company manufactures, markets, and distributes brands in baby care, oral care, and hair care segments through various channels including Traditional Trade, Modern Trade, e-commerce, and exports to...


  • Udaipur, India Policybazaar.com Full time

    About Policybazaar.com – Mission: Make India’s billion-plus households financially safe and secureValues: Fairness to all our stakeholdersVision: A healthy and well-protected IndiaPolicyBazaar.com is India's largest insurance marketplace and a leading fintech player globally. It has backing from a host of investors including the likes of Soft Bank,...


  • Udaipur, India Aditya Birla Group Full time

    Basic Details: Fill the required information about business, unit, location, position, reports to position and date of updation of JD  Business Financial Services Unit Aditya Birla Finance Ltd. Location Udaipur Poornata Position Number of the job  Reports to: Poornata Position Number Poornata Position Title of the job  SM ...