Job Description A Position Overview Position Title Relationship Manager Department Partnership Distribution ( Bancassurance - IBL) Level/ Band Executive (201)
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 Supervises NA
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 jointing 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 RAMBOSales/ 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 RAMBOSales / 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.
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)
Our Client is a Top 10 Business House with business activities ranging from financial services, information technology, power, BPO, chemicals etc.
T&M Services Consulting Pvt Ltd (T&M), is a professionally managed customer oriented HR Outsourcing & RPO company specilizing in Permanent Staffing, Temp Staffing, Executive Search for Middle and Senior Management, RPO and Employee Leasing and Training Service provider for leading companies in India and Abroad.
T&M has its HO at Mumbai, with presence in Delhi, Bangalore, Mumbai, Chennai and Hyderabad and is currently supporting projects and professionals in more than 400 locations.
Job Description :
To ensure customer service and support all operations. To create customer delight at every interaction.
Interacting with external customers and internal customers and addressing their queries, requests and complaints.
Committed TATs are met consistently
Complaints Management- addressing customer complaints at the branch, system updation, coordination with Sales/HUB/ other functions for resolution.
Refunds processing and dispatch
Undelivered policy documents tracking and management.
Maintenance of all files and registers.
New Business Processing:-
Handling end to end New business processing starting from creation of Client id,Case start up, New business login, Follow up for policy issuance, Quality Check
Follow up with HUB for policy issuance of pending cases