Job Description
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
B Organizational Relationships
Reports To
Area Sales Manager
Supervises
NA
C Job Dimensions
Geographic Area Covered
7-10 Branches / Cluster / Region (As per requirement)
Internal Stakeholders
Training
Branch Operations & Underwriting
Distribution Operations
External
Channel Partner
D Key Result Areas
Organization Process
Key Contributions
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
- 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
B Organizational Relationships
Reports To
Area Sales Manager
Supervises
NA
C Job Dimensions
Geographic Area Covered
7-10 Branches / Cluster / Region (As per requirement)
Internal Stakeholders
Training
Branch Operations & Underwriting
Distribution Operations
External
Channel Partner
D Key Result Areas
Organization Process
Key Contributions
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
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager position is now open for candidates interested in the Marketing Executive Jobs sector. This role in Jaipur offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Marketing Executive Jobs is a plus.