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Development Manager / Relationship Manager

Keywords / Skills : Development Manager, Relationship Manager , Relationship Management, Relationship Manager, Relationship

2 - 8 years
Posted: 2019-11-11

Sales/Business Development
Banking, Insurance & Financial Services
Relationship Manager
Posted On
11th Nov 2019
Job Description
Greetings from SP Staffing Services !!!

We have called you regarding suitable job opportunity with Edelweiss Tokio Life insurance for below positions

Development Manager:

Building a team of PFAs:
o Identifying prospective PFAs as per the guidelines of the organisation
o Coordinating the appointment process of the PFAs
o Activisation of successfully appointed new PFAs through handholding, participation in OJT and ensuring
their motivation to sell
o Achieving the number of active PFAs in his / her team as per the organisations targets
ï‚· Deliver sales targets and ensure adherence to the Mandated Sales Process:
o Prepare monthly and annual action plans to achieve his/her goals
o Ensuring adherence by PFAs to the Sales process as mandated by the company
o Motivating and ensuring Revenue targets (as may be set from time to time) for the PFA are achieved
o Measurement and tracking of relevant metrics for PFAs
o Ensure that R&R schemes are communicated to understood by the PFAs in the team and used effectively
to motivate and help team perform
o Work towards achieving the target sales and product mix from the team of PFAs
o Track customer proposals through to conversion
ï‚· Training and Grooming his / her team of PFAs:
o Identify training needs across the team
o Co-ordination with Branch Development Partner for the development and training of PFAs in his team
o Mega launch of each new PFA
o Maintain ongoing communication and connect with the team to share details of upcoming contests, R&R,
processes, etc.
ï‚· Perform the role of a people manager fostering a culture of ownership, customer focus, entrepreneurship and
team work across the entire branch

Direct Manager:
FLS acts as an interface between the company & customers. He/She should be able to offer
customized insurance solution to the customers for all their financial needs.
The Primary responsibility is to drive the Insurance sales for Edelweiss Tokio.
- Ensure all Training Modules laid by the L&D department are attended and certifications
- Represents Edelweiss Tokio to all customers.
- Direct selling to the customers via appointments ( Office/ Home visits).
- Ensure that leads/ appointments allocated by the call center are attended and reverted
within the TAT. - Ensure Self Sourcing Targets
are achieved
- Ensure business Reporting, MIS on sales call ( LMS) , Lead Utilization and conversion are
updated and maintained on a daily basis.
- Ensure that MIS/ Reporting formats are maintained/ Updated on regular basis.
- Be a Insurance solution provider for our customers.
- Educate the Customer about the company/ channel.
- Customer Servicing. - Ensure strict adherence to Human resource Norms - Policies & processes.

Thanks & Regards,
Sivakumar Vedachalam
SP Staffing Services

TS 110, Parthasarathy Koil Street, Thiruvika Industrial Estate, Ekkatuthangal(Opp to Hotel

Saravana Bhavan)Chennai-600032

Mobile: +91 8523979171|


About Company

Durai Rajan
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