Relationship Manager - Bancassurance IBL

Tata AIA Life (Udaipur, RJ, India) 7 hours ago
1 - 4 Years
Udaipur

Role description



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

Organizational Relationships
  • Reports To Territory Manager/ Area Manager

Job Dimensions
  • Geographic Area Covered Branches / Cluster
  • Internal Stakeholders Training
  • Branch Operations
  • Distribution Operations
  • External Channel Partner

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 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

MIS
  • 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

Incumbent Characteristics
  • Qualification : Graduate
  • Experience : 0.5 - 4 years in Sales (Insurance / Financial Service Background)
  • CTC - Upto 2.80 Lacs

Relationship Manager - Bancassurance IBL

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