Job Description
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
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
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager | Bancassurance IBL position is now open for candidates interested in the Bank Jobs sector. This role in Ahmedabad 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 Bank Jobs is a plus.
