Relationship Manager - DBS LVB

Position Title

Relationship Manager - DBS LVB

Department

Partnership Distribution

Level/ Band

209 (Executive)

Reports To

Cluster Manager

Supervises

NA

Geographic Area Covered

Multiple Branches / Cluster / Region (As per requirement)

Stakeholders Internal

Training

Branch Operations & Underwriting

Distribution Operations

Stakeholders External

Channel Partner

Organization Process

Key Contributions

Sales

• . Achieve pre-set business targets on WNBP & Product Mix, case count, active branch, active sales staff and various KPIs for designated branches
• . Working jointing with the Branch Manager/ SP on Business Implementation plan
• . Driving and motivating the branch staff along with Bank SP and providing support for logging in applications sourced
• . Tapping the right database of the branch and ensure authentic documentation
• . Build relationship with the Bank 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 Bank 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 to foster sales for the company and maintain 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 engagement protocols and ensure there are no customer
• . Manage escalations w.r.t. sales and service deliverables.
• . To maintain the desired persistency ratio
• . Prompt post-sales service with respect to all domains
• . Strategize and interact closely with the SP on business plan execution
• . Tracking competition at branches level

Compliance

• Maintain high standards of business following processes and compliance policies of both bank and parent organization
• Adhering to the Tata AIA Life code of conduct.

MIS

• . Maintain and coordinate branch level MIS
• . Adhering to the Training Road map.
• . Providing timely reports to the Supervisor as per the requirement.

Technical

• Product/Subject Matter Expertise
• Business Perspective & Planning
• Finance / Insurance industry awareness
• Self-Management & Discipline
• 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

Essential

Desired

Qualification

Graduate

PG

Experience

2 to 4 years of work experience in Insurance / Financial Service Background, Public Sector Bank partner work experience would be preferable