Relationship Manager Bancassurance IBL

Job Description

Job Description

Position Overview

Position Title

Relationship Manager - Bancassurance IBL

CTC - 3.50 L + Allownces

Role Summary:
• Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations

Organizational Relationships

Reports To

Territory Manager/ Area Manager

Job Dimensions

Internal Stakeholders

Training

Branch Operations

Distribution Operations

External

Channel Partner

Key Result Areas

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 RM and providing support for logging in applications sourced

· Tapping the right database of the branch and ensure authentic documentation

· Build relationship with the 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 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