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Keywords / Skills : Bancassurance, Relationship Manager, Sales

1 - 4 years
Posted: 2018-08-21

Banking/ Financial Services
Banking, Insurance & Financial Services
Relationship manager
Any graduate
Posted On
21st Aug 2018
Job Description
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
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)

About Company

Our Client is a Top 10 Business House with business activities ranging from financial services, information technology, power, BPO, chemicals etc.

About us:

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.
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