Relationship Manager

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 with RAMBO RM and providing support for logging in applications sourced

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

· Build relationship with the RAMBO Sales / operations team 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 RM activation targets

· Work collectively with RAMBO Sales / operations team 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 m aintain 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 champion to e nsures 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.

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, Local language

F Incumbent Characteristics


Essential
Desired

Qualification
Graduate
PG

Experience
0.5 - 4 years in Sales (Insurance / Financial Service Background)