Relationship Manager - Bancassurance IBL - Kolkata

Relationship Manager - Bancassurance IBL - Kolkata

Tata Group
1-4 years
Not Specified

Job Description


Position Title: Relationship Manager - Bancassurance IBL
Department : Bancassurance IBL
Role Summary:
  • Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations
    Reports to Territory Manager/ Area Manager
    Qualification: Graduate
    Experience: 0.5 - 4 years Sales
    Key Result Areas:
    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
    Ensure Compliance
  • Ensure compliance to internal sales process & other compliance standards
    MIS & Reporting
  • 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
    Behavioral:
    Interpersonal skills
  • Communication skills
  • Creative thinking skills
  • Supervising/Leadership skills
  • Teamwork Skills
  • Influencing skills
  • Relationship Building skills
  • Decision making skills
  • Language Skills
  • Job Details

    Employment Types:

    Industry:

    Other

    About Tata Group

    Job Source : www.tata.com

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