Job 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 bank branches across assigned locations
B Organizational Relationships
Reports To
AM/ TM
Supervises
NA
C Job Dimensions
Geographic Area Covered
Zone/ Cluster
Internal Stakeholders
Training
Branch Operations
Distribution Operations
External
Channel Partner
D Key Result Areas
Organization Process
Key Contributions
Sales
.Achieve pre-set business targets on WNBP, 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 the HDFC branch staff 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 staff activation activation targets
.Work collectively with HDFC staff 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 so as to
Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner
.Provide all possHDFCe 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
2.00-6.00 Years
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 bank branches across assigned locations
B Organizational Relationships
Reports To
AM/ TM
Supervises
NA
C Job Dimensions
Geographic Area Covered
Zone/ Cluster
Internal Stakeholders
Training
Branch Operations
Distribution Operations
External
Channel Partner
D Key Result Areas
Organization Process
Key Contributions
Sales
.Achieve pre-set business targets on WNBP, 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 the HDFC branch staff 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 staff activation activation targets
.Work collectively with HDFC staff 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 so as to
Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner
.Provide all possHDFCe 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
2.00-6.00 Years
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager | HDFC Bank Tele Channel position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi 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.
