Relationship Manager HDFC Bank Tele Channel Tata AIA Life Insurance

Designation: Relationship Manager – HDFC Bank Tele ChannelDepartment: Partnership DistributionLocation: KolkataKey ContributionsSales: Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branchesWorking jointing with the Branch Manager on Business Implementation planDriving and motivating the branch staff and providing support for logging in applications sourcedTapping the right database of the branch and ensure authentic documentationBuild relationship with the HDFC branch staff and ensure the business targets and Productivity targets of the allocated branches are met effectivelyProspect and meet customers within and outside the Branch as when requiredTo develop, agree and implement short term and long term plans to achieve sales targetsTo achieve branch staff activation activation targetsWork collectively with HDFC staff and conduct joint sales calls as a team to achieve business numbers.Seek commitment from the partner towards achievement of business objectiveRelationship ManagementManaging 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 PartnerProvide all possible HDFC support to the channel partner as a face of parent companyEffectively execute all Marketing activities as per Partners requirementEnsuring timely issuance of policies with resolving all pending etc.Adhere to the customer touch-point engagement in order to service his portfolio of customersTo maintain the desired persistency ratioPrompt post-sales service with respect to all domainsStrategize and interact closely with the HDFC branch manager on business plan executionEnsure ComplianceEnsure compliance to internal sales process & other compliance standardsShould be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the teamMISAdhering to the Training Road map.Providing timely reports to the Supervisor as per the requirement.Adhering to the TALIC code of conduct.Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.Qualification: Graduate /Post GraduateExperience : 1- 2 years in Sales