Job Description

Position
Relationship Manager- Government Annuity
Function
Government Annuity
Department
Retirement Benefits
Band
5/5A
JOB SUMMARY:
Responsible for achieving the targets for Retirement business through annuity along with protection/term plan in the assigned region. Responsible for executing the business plan by:
? Reaching out to prospective clients and presenting our products to the targeted audience
? Closing sale and following up on issuance
? Creating awareness about our products in State and Central Govt departments
? Update the sales process and maintaining the feedback of pre-exit database and increase the penetration of counter share
? Keen knowledge of protection business and maintaining active sales pipeline for the same.
KEY RESPONSIBILITIES:
Responsible for implementing the sales plan of the assigned region

• Responsible for achieving sales targets from assigned region
• Assist in launching & driving Government Annuity Business
• Assist in evaluating their needs to help select the best solution
• Prepare periodic sales reports

Maintain database on Govt. and competitor information

• Update the client's/ call reports accurately and efficiently and any competitor's information as suggested by Goverment Annuity team

Continuously evaluate potential of Annuity Business in the region

• Develop specific analysis parameters
• Conduct analysis on the potential govt. departments and prepare reports for the Business Head
• Collect competitor information on the Government Annuity Business

Adhere to all Organization's policies and procedures
Measures of Success:

• Actual sales achieved vs the plan
• Accuracy and timeliness of sales reports
• Actual activity vs targeted activity
• Accuracy of competitor information; up to date data
• NPS/UPS sessions done vs Market share data for the counter

KEY RELATIONSHIPS:
Internal:

• Business Heads
• MLI HR & Sales Training Team
• MLI Operations Team

External:

• Top Clients
• All Stakeholders

DESIRED QUALIFICATIONS & EXPERIENCE:
? Graduate/Master of Business Administration preferably in Sales, Marketing or Finance
? Min 1 year of relevant experience or 2 years' experience in Life Insurance
Position
Relationship Manager- Government Annuity
Function
Government Annuity
Department
Retirement Benefits
Band
5/5A
JOB SUMMARY:
Responsible for achieving the targets for Retirement business through annuity along with protection/term plan in the assigned region. Responsible for executing the business plan by:
? Reaching out to prospective clients and presenting our products to the targeted audience
? Closing sale and following up on issuance
? Creating awareness about our products in State and Central Govt departments
? Update the sales process and maintaining the feedback of pre-exit database and increase the penetration of counter share
? Keen knowledge of protection business and maintaining active sales pipeline for the same.
KEY RESPONSIBILITIES:
Responsible for implementing the sales plan of the assigned region

• Responsible for achieving sales targets from assigned region
• Assist in launching & driving Government Annuity Business
• Assist in evaluating their needs to help select the best solution
• Prepare periodic sales reports

Maintain database on Govt. and competitor information

• Update the client's/ call reports accurately and efficiently and any competitor's information as suggested by Goverment Annuity team

Continuously evaluate potential of Annuity Business in the region

• Develop specific analysis parameters
• Conduct analysis on the potential govt. departments and prepare reports for the Business Head
• Collect competitor information on the Government Annuity Business

Adhere to all Organization's policies and procedures
Measures of Success:

• Actual sales achieved vs the plan
• Accuracy and timeliness of sales reports
• Actual activity vs targeted activity
• Accuracy of competitor information; up to date data
• NPS/UPS sessions done vs Market share data for the counter

KEY RELATIONSHIPS:
Internal:

• Business Heads
• MLI HR & Sales Training Team
• MLI Operations Team

External:

• Top Clients
• All Stakeholders

DESIRED QUALIFICATIONS & EXPERIENCE:
? Graduate/Master of Business Administration preferably in Sales, Marketing or Finance
? Min 1 year of relevant experience or 2 years' experience in Life Insurance

Skills Required