Relationship Manager

Visit assigned Partner Branches and interact with Bank Branch Managers & SPs as per SOP
- Interact with customers to explain the products and solutions. Assist and complete the documentation as per guidelines
- Ensure Sales Targets assigned are met on every parameter
- Help branches assigned achieve Insurance Sales Targets

B Organizational Relationships

Reports To
Area Sales Manager

Supervises
NA

C Job Dimensions

Geographic Area Covered
7-10 Branches / Cluster / Region (As per requirement)

Internal Stakeholders
Training

Branch Operations & Underwriting

Distribution Operations

External
Channel Partner

D Key Result Areas

Organization Process
Key Contributions

Sales
· Achieve pre-set business targets on WNBP & Product Mix, case count, active branch, active sales staff and various KPIs for designated branches

· Working jointing with the Branch Manager/ SP on Business Implementation plan

· Driving and motivating the branch staff along with Bank SP and providing support for logging in applications sourced

· Tapping the right database of the branch and ensure authentic documentation

· Build relationship with the Bank 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 Bank 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