Position Title



Relationship Manager - Bancassurance IBL

Role Summary: ? Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations
B Organizational Relationships







Reports To



Territory Manager/ Area Manager

C Job Dimensions







Geographic Area Covered



Branches / 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 ANP, 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 along with RAMBO RM and providing support for logging in applications sourced ? Tapping the right database of the branch and ensure authentic documentation ? Build relationship with the RAMBO 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 RAMBO 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 so as to
Foster sales for the company and m aintain 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 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 RM 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.

E 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


?






Language Skills



English, Local language


F Incumbent Characteristics








Essential



Desired





Qualification



Graduate



PG





Experience



0.5 - 4 years in Sales (Insurance / Financial Service Background)