Job Description

A Position Overview







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)