Relationship Manager

Job Description

A Position Overview

Position Title

Relationship Manager - DBS LVB

Department

Partnership Distribution

Level/ Band

20+ (Executive)

Role Summary:

- 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

Relationship Management

· Managing the relationship between internal team and channel partner 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 engagement protocols and ensure there are no customer

· Manage escalations w.r.t. sales and service deliverables.

· To maintain the desired persistency ratio

· Prompt post-sales service with respect to all domains

· Strategize and interact closely with the SP on business plan execution

· Tracking competition at branches level

Compliance
• Maintain high standards of business following processes and compliance policies of both bank and parent organization
• Adhering to the Tata AIA Life code of conduct. MIS

· Maintain and coordinate branch level MIS

· Adhering to the Training Road map.

· Providing timely reports to the Supervisor as per the requirement.

E Skills Required

Technical
• Product/Subject Matter Expertise
• Business Perspective & Planning
• Finance / Insurance industry awareness
• Self-Management & Discipline
• Problem Solving Skills
• Peer level co-ordination and influencing skills Behavioral

Essential

Desired

Interpersonal skills

·

Communication skills

·

Creative thinking skills