Relationship Manager - Bancassurance IBL

A Position Overview

Position Title

• Relationship Manager - Bancassurance IBL

Role Summary:

• Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations

B Organizational Relationships

Reports To

• Territory Manager/ Area Manager

C Job Dimensions

Geographic Area Covered

• Branches / Cluster

Internal Stakeholders

• Training
• Branch Operations
• Distribution Operations

External

• Channel Partner

D Key Result Areas

Organization Process

Key Contributions

Sales

• Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches
• Working jointly with the Branch Manager on Business Implementation plan
• Driving and motivating the branch staff along with RAMBO RM and providing support for logging in applications sourced
• Tapping the right database of the branch and ensure authentic documentation
• Build relationship with the RAMBO 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 RAMBO Sales / operations team and conduct joint sales calls as a team to achieve business numbers
• 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

MIS

• Adhering to the Training Road map
• Providing timely reports to the Supervisor as per the requirement
• Adhering to the TALIC code of conduct

E 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

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

• 0.5 - 4 years in Sales (Insurance / Financial Service Background)