The Job logo

What

Where

Relationship Manager - DBS LVB

Apply

You must Sign In before continuing to the company website to apply.

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

Tata AIA Life Insurance Logo

Company

Tata AIA Life Insurance

Job Posted

8 months ago

Job Type

Full-time

WorkMode

On-site

Experience Level

3-7 years

Locations

Tiruchirappalli, Tamil Nadu, India

Applicants

Be an early applicant

Related Jobs

Tata AIA Life Insurance Logo

Assistant Relationship Manager - LOY

Tata AIA Life Insurance

Bengaluru, Karnataka, India

Posted: 6 months ago

Manage a team of Sales Managers and achieve sales targets. Support geographical expansion initiatives and ensure optimal resource management. Develop the competencies of the team and maintain customer relationships. Adhere to code of conduct and ensure compliance with statutory norms. Own-up the risk of the function and participate in risk management.

Tata AIA Life Insurance Logo

Corporate Account Manager - HDFC Bank Branch Banking

Tata AIA Life Insurance

Veraval, Gujarat, India

Posted: 8 months ago

JOB DESCRIPTION Position Title Corporate Account Manager - HDFC Bank Branch Banking Department HDFC Bank - Branch Banking Level/ Band Executive/201 Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations. Organizational Relationships Reports To Territory Sales Manager Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner Key Contributions Sales ·         Drive wallet Share in the allocated bank branches with focus product mix. ·         Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches ·         Working jointly with the Branch Manager on Business Implementation plan ·         Driving and motivating the branch staff along with Bank RM 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 so as to Foster sales for the company and mmaintain 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 ensures 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. 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 Language Skills English, Local language Qualification Graduate Post-Graduate Experience 1 - 3 years in Sales (Insurance / Financial Service Background) Age Below or 30 years