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Verified Job Accounting - Finance

Relationship Manager HDFC Bank Tele Channel

Kolkata, West Bengal
Accounting - Finance
#222783
Remote / WFH

Job Description

Role description DocumentAPosition OverviewPosition Title Relationship Manager - Tele /SalaryDepartment Partnership DistributionLevel/ Band Role Summary: .Provide support in Sales of Life Insurance business through bank customers at bank branchesacross assigned locations B Organizational RelationshipsReports To AM/ TMSupervises NA C Job DimensionsGeographic Area Covered Zone/ ClusterInternal Stakeholders TrainingBranch OperationsDistribution OperationsExternal Channel Partner D Key Result AreasOrganization Process Key ContributionsSales .Achieve pre-set business targets onWNBP,persistency,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 and providing support for logging in applications sourced .Tapping the right database of the branch and ensure authentic documentation .Build relationship with theHDFC branch staffand ensure thebusinesstargetsand Productivity targetsof the allocated branchesare 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 branchstaff activationactivation targets .Work collectively withHDFC staff and conduct joint sales calls as a team to achieve business nos. .Seek commitment from the partner towards achievement of business objectiveRelationship Management .Managing the relationship between internal team and channel partner so as to Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner .Provide allpossHDFCe 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 p
Role description
Document

APosition Overview

Position Title

Relationship Manager - Tele /Salary

Department

Partnership Distribution

Level/ Band

Role Summary:
.Provide support in Sales of Life Insurance business through bank customers at ba
Experience: 1.00-3.00 Years
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