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
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.
E 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
Behavioral
Essential
Desired
Interpersonal skills
·
Communication skills
·
Creative thinking skills
·
Supervising/Leadership skills
·
Teamwork Skills
·
Influencing skills
·
Relationship Building skills
·
Decision making skills
·
Language Skills
English, Local Language
F Incumbent Characteristics
Essential
Desired
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
- 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
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.
E 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
Behavioral
Essential
Desired
Interpersonal skills
·
Communication skills
·
Creative thinking skills
·
Supervising/Leadership skills
·
Teamwork Skills
·
Influencing skills
·
Relationship Building skills
·
Decision making skills
·
Language Skills
English, Local Language
F Incumbent Characteristics
Essential
Desired
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
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager position is now open for candidates interested in the MIS Executive sector. This role in Pune 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 MIS Executive is a plus.
