Relationship Manager - Bancassurance IBL

Relationship Manager - Bancassurance IBL

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> JobDescription
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> A Position Overview
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> Position Title
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> Relationship Manager - Bancassurance IBL
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> Role Summary:
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> ·Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations
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> B OrganizationalRelationships
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> Reports To
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> Territory Manager/ Area Manager
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> C Job Dimensions
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> Geographic Area Covered
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> Branches / Cluster
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> Internal Stakeholders
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> Training
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> Branch Operations
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> Distribution Operations
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> External
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> Channel Partner
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> D Key Result Areas
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> Organization Process
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> Key Contributions
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> Sales
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> ·Achieve pre-set business targets on ANP, case count, active branch,





active sales staff and various KPIs for designated branches
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> ·Working jointing with the Branch Manager on Business Implementation plan
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> ·Driving and motivating the branch staff along with RM and providing support for logging in applications sourced
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> ·Tapping the right database of the branch and ensure authentic documentation
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> ·Build relationship with the Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively
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> ·Prospect and meet customers within and outside the Branch as when required
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> ·To develop, agree and implement short term and long term plans to achieve sales targets
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> ·To achieve branch RM activation targets
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> ·Work collectively with Sales / operations team and conduct joint sales calls as a team to achieve business nos.
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> ·Seek commitment from the partner towards achievement of business objective
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> Relationship Management
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> ·Managing the relationship between internal team and channel partner so as to
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> Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner
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> ·Provide all possible support to the channel partner as a face of parent company
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> ·Effectively execute all Marketing activities as per Partners requirement
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> ·Ensuring timely issuance of policies with resolving all pending etc.
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> ·Adhere to the customer touch-point engagement in order to service his portfolio of customers
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> ·To maintain the desired persistency ratio
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> ·Prompt post-sales service with respect to all domains
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> ·Strategize and interact closely with the RM on business plan execution
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> Ensure Compliance
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> ·Ensure compliance to internal sales process & other compliance standards
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> · Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team
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> MIS
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> ·Adhering to the Training Road map.
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> ·Providing timely reports to the Supervisor as per the requirement.
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> ·Adhering to the TALIC code of conduct.
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> E SkillsRequired
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> Technical
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> - Product/Subject matter expertise
> - Business perspective & planning
> - Finance / Insurance industry awareness
> - Self management
> - Problem solving skills
> - Peer level co-ordination and influencing skills
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> Behavioral
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> Essential
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> Desired
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> Interpersonal skills
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> ·
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> Communication skills
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> ·
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> Creative thinking skills
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> ·
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> Supervising/Leadership skills <

▶️ Relationship Manager - Bancassurance IBL
🖊️ TATA AIA LIFE INSURANCE
📍 Lucknow