Job Description

Role description Document A Position Overview Position Title Relation ship Manager - HDFC Bank Tele Channel Department Partnership Distribution Level/ Band 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 . Achieve pre-set business targets on WNBP , persistency, 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 and providing support for logging in applications sourced . Tapping the right database of the branch and ensure authentic documentation . Build relationship with the HDFC branch staff 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 staff activation activation targets . Work collectively with HDFC staff 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 m aintain utmost levels of responsiveness to requirements from the Channel Partner . Provide all poss HDFC e 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 HDFC branch manager on business plan execution Ensure Compliance . Ensure compliance to internal sales process & other compliance standards . Should be process & product champion to e nsures adherence to policies and procedures to cultivate a compliance culture in the team MIS . Adhering to the Training Road map. . Providing timely reports to the Supervisor as per the requirement. . Adhering to the TALIC code of conduct. . 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 . Communication skills . Creative thinking skills . Supervising/Leadership skills . Teamwork Skills . Influencing skills . Relationship Building skills . Decision making skills . G Incumbent Characteristics Essential Desired Qualification Graduate / PG Experience 1 - 2 years in Sales

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