Relationship manager – IBL Full Time

Dear Candidate,
We’re Hiring for Relationship manager – IBL
Roles & Responsibilities :

Position 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
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 RM and providing support for logging in applications sourced
Tapping the right database of the branch and ensure authentic documentation
Build relationship with the 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 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 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 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.

Tagged as: sales / bd