Job Description
Position Title
Relationship Manager - DBS LVB
Department
Partnership Distribution
Level/ Band
209 (Executive)
Role Summary:
-          Visit assigned Partner Branches and interact with Bank Branch Managers & SPs as per SOP
-          Interact with customers to explain the products and solutions. Assist and complete the documentation as per guidelines
-          Ensure Sales Targets assigned are met on every parameter
-          Help branches assigned achieve Insurance Sales Targets
Organizational Relationships
Reports To
Area Sales Manager
Geographic Area Covered
7-10 Branches / Cluster / Region (As per requirement)
Internal Stakeholders
Training
Branch Operations & Underwriting
Distribution Operations
External
Channel Partner
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.
  
  Skills Required
  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

Language Skills
English, Local Language
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