Job Description

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JOB DESCRIPTION
A Position Overview
Position Title
Relationship Manager HDFC Bank Relationship Channel
Department
Partnership Distribution
Level/ Band
201/204
Role Summary:

• Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations

B Organizational Relationships
Reports To
AM/ TM
Supervises
NA
C Job Dimensions
Geographic Area Covered
Zone/ Cluster
Internal Stakeholders
Training
Branch Operations
Distribution Operations
External
Channel Partner
D Key Result Areas
Organization Process
Key Contributions
Sales
xc2xb7 Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branches
xc2xb7 Working jointing with the Branch Manager on Business Implementation plan
xc2xb7 Driving and motivating the branch staff and providing support for logging in applications sourced
xc2xb7 Tapping the right database of the branch and ensure authentic documentation
xc2xb7 Build relationship with the HDFC branch staff and ensure the business targets and Productivity targets of the allocated branches are met effectively
xc2xb7 Prospect and meet customers within and outside the Branch as when required
xc2xb7 To develop, agree and implement short term and long term plans to achieve sales targets
xc2xb7 To achieve branch staff activation activation targets
xc2xb7 Work collectively with HDFC staff and conduct joint sales calls as a team to achieve business nos.
xc2xb7 Seek commitment from the partner towards achievement of business objective
Relationship Management
xc2xb7 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
xc2xb7 Provide all possHDFCe support to the channel partner as a face of parent company
xc2xb7 Effectively execute all Marketing activities as per Partners requirement
xc2xb7 Ensuring timely issuance of policies with resolving all pending etc.
xc2xb7 Adhere to the customer touch-point engagement in order to service his portfolio of customers
xc2xb7 To maintain the desired persistency ratio
xc2xb7 Prompt post-sales service with respect to all domains
xc2xb7 Strategize and interact closely with the HDFC branch manager on business plan execution
Ensure Compliance
xc2xb7 Ensure compliance to internal sales process & other compliance standards
xc2xb7 Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team
MIS
xc2xb7 Adhering to the Training Road map.
xc2xb7 Providing timely reports to the Supervisor as per the requirement.
xc2xb7 Adhering to the TALIC code of conduct.
xc2xb7 Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.
F 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
Essential
Desired
Interpersonal skills
xc2xb7
Communication skills
xc2xb7
Creative thinking skills
xc2xb7
Supervising/Leadership skills
xc2xb7
Teamwork Skills
xc2xb7
Influencing skills
xc2xb7
Relationship Building skills
xc2xb7
Decision making skills
xc2xb7
G Incumbent Characteristics
Essential
Desired
Qualification
Graduate/ PG
Experience
1 - 2 years in Sales
About Company:
Tata AIA Life Insurance Company Limited (Tata AIA Life) is a joint venture company, formed by Tata Sons Pvt. Ltd. and AIA Group Ltd. (AIA). Tata AIA Life combines Tatas pre-eminent leadership position in India and AIAs presence as the largest, independent listed pan-Asian life insurance group in the world spanning 18 markets in the Asia Pacific region. Tata AIA Life has written retail new business weighted premium of Rs. 2,692 crore for the financial year 2019-20. For the same period, the 13th month persistency of the company was at 89.10% and, the individual death claims settlement ratio was 99.06%. One of the fastest growing companies in the Life Insurance sector, Tata AIA Life is now ranked at no. 5, based on individual weighted new business premium.