Relationship Manager - DBS LVB

☞ Tata AIA Life

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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