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Relationship Manager - DBS LVB
View: 103
Update day: 06-05-2024
Location: Coimbatore Tamil Nadu
Category: Insurance
Industry:
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Job content
Job Description
Job Description
A Position Overview
Position Title
Relationship Manager - DBS LVB
Department
Partnership Distribution
Level/ Band
209 (Executive)
Role Summary:
- Visit assigned Partner Branches and interact with Bank Branch Managers & SPs as per SOP
- Interact with customers to explain the products and solutions. Assist and complete the documentation as per guidelines
- Ensure Sales Targets assigned are met on every parameter
- Help branches assigned achieve Insurance Sales Targets
B Organizational Relationships
Reports To
Area Sales Manager
Supervises
NA
C Job Dimensions
Geographic Area Covered
7-10 Branches / Cluster / Region (As per requirement)
Internal Stakeholders
Training
Branch Operations & Underwriting
Distribution Operations
External
Channel Partner
D Key Result Areas
Organization Process
Key Contributions
Sales
- Achieve pre-set business targets on WNBP & Product Mix, case count, active branch, active sales staff and various KPIs for designated branches
- Working jointing with the Branch Manager/ SP on Business Implementation plan
- Driving and motivating the branch staff along with Bank SP and providing support for logging in applications sourced
- Tapping the right database of the branch and ensure authentic documentation
- Build relationship with the Bank 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 Bank 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 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 engagement protocols and ensure there are no customer
- Manage escalations w.r.t. sales and service deliverables.
- To maintain the desired persistency ratio
- Prompt post-sales service with respect to all domains
- Strategize and interact closely with the SP on business plan execution
- Tracking competition at branches level
Compliance
- Maintain high standards of business following processes and compliance policies of both bank and parent organization
- Adhering to the Tata AIA Life code of conduct.
MIS
- Maintain and coordinate branch level MIS
- Adhering to the Training Road map.
- Providing timely reports to the Supervisor as per the requirement.
E Skills Required
Technical
- Product/Subject Matter Expertise
- Business Perspective & Planning
- Finance / Insurance industry awareness
- Self-Management & Discipline
- 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
2 to 4 years of work experience in Insurance / Financial Service Background, Public Sector Bank partner work experience would be preferable
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Deadline: 20-06-2024
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