Relationship Manager

· 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 closure support & logging in applications sourced

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

· Build relationship with the HDFC Securities 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 Securities staff and conduct joint sales calls as a team to achieve business nos.

· Seek commitment from the partner towards achievement of business objective

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

· Provide all poss ible 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 Securities branch manager on business plan execution

· Ensure that there are nil escalations on service quality and responsiveness by Partner