Relationship Manager - Bancassurance IBL

• .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 withRAMBORM and providing support for logging in applications sourced
• .Tapping the right database of the branch and ensure authentic documentation

.Build relationship with theRAMBOSales/ operationsteamand 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 withRAMBOSales / operations teamand conduct joint sales calls as a team to achieve business nos.

.Seek commitment from the partner towards achievement of business objective

.Managing the relationship between internal team and channel partner so as to

• .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 to internal sales process & other compliance standards

. Should be process & product championto ensures adherence to policies andprocedures to cultivate a compliance culture in the team

• .Adhering to the Training Road map.
• .Providing timely reports to the Supervisor as per the requirement.
• .Adhering to the TALIC code of conduct.

• .Product/Subject matter expertise
• .Business perspective & planning
• .Finance / Insurance industry awareness
• .Self management
• .Problem solving skills
• .Peer level co-ordination and influencing skills

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