Relationship Manager

2 months ago

Gurugram, India Tata AIA Life Insurance Full time

JOB DESCRIPTION

A Position Overview

Position Title

Relationship Manager – HDFC Bank Relationship Channel

Department

Partnership Distribution

Level/ Band

201/204

Role Summary:

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

B Organizational Relationships

Reports To

AM/ TM

Supervises

NA

C Job Dimensions

Geographic Area Covered

Zone/ 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 WNBP, persistency, 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 and providing support for logging in applications sourced

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

· Build relationship with the HDFC branch staff and 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 staff activation activation targets

· Work collectively with HDFC staff and 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 possHDFCe 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 HDFC branch manager on business plan execution

Ensure Compliance

· Ensure compliance to internal sales process & other compliance standards

· Should be process & product champion to ensures adherence to policies and procedures 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.

· Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.

F 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

·

G Incumbent Characteristics

Essential

Desired

Qualification

Graduate/ PG

Experience

1 - 2 years in Sales

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