Relationship Manager - Bancassurance IBL - Pune
Tata AIA Life
Pune, India
1h ago

Job Description Position Title : Relationship Manager - Bancassurance IBL Department : Bancassurance IBL Role Summary :

  • Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations Reports to Territory Manager / Area Manager Qualification : Graduate Experience : 0.
  • 5 - 4 years Sales Key Result Areas : 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 Ensure Compliance
  • Ensure compliance to internal sales process & other compliance standards MIS & Reporting
  • Adhering to the Training Road map.
  • Providing timely reports to the Supervisor as per the requirement.
  • Adhering to the TALIC code of conduct. Skills Required : Technical :
  • Product / Subject matter expertise
  • Business perspective & planning
  • Finance / Insurance industry awareness
  • Self management
  • Problem solving skills
  • Peer level co-ordination and influencing skills Behavioral : Interpersonal skills
  • Communication skills
  • Creative thinking skills
  • Supervising / Leadership skills
  • Teamwork Skills
  • Influencing skills
  • Relationship Building skills
  • Decision making skills
  • Language Skills
  • Report this job
    checkmark

    Thank you for reporting this job!

    Your feedback will help us improve the quality of our services.

    Apply
    My Email
    By clicking on "Continue", I give neuvoo consent to process my data and to send me email alerts, as detailed in neuvoo's Privacy Policy . I may withdraw my consent or unsubscribe at any time.
    Continue
    Application form