Job Description
Position Title
Relationship Manager - Tele / Salary
Department
Partnership Distribution
Role Summary :
Provide support in Sales of Life Insurance business through bank customers at bank branchesacross assigned locations
B Organizational Relationships
C Job Dimensions
Geographic Area Covered
Zone / Cluster
Internal Stakeholders
Branch Operations
Distribution Operations
Sales
• Achieve pre-set business targets onWNBP,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 theHDFC branch staffand ensure thebusinesstargetsand Productivity targetsof the allocated branchesare 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 branchstaff activationactivation targets
• Work collectively withHDFC 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 allpossHDFCe 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
Relationship Manager - Tele / Salary
Department
Partnership Distribution
Role Summary :
Provide support in Sales of Life Insurance business through bank customers at bank branchesacross assigned locations
B Organizational Relationships
C Job Dimensions
Geographic Area Covered
Zone / Cluster
Internal Stakeholders
Branch Operations
Distribution Operations
Sales
• Achieve pre-set business targets onWNBP,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 theHDFC branch staffand ensure thebusinesstargetsand Productivity targetsof the allocated branchesare 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 branchstaff activationactivation targets
• Work collectively withHDFC 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 allpossHDFCe 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
💡 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 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 Bank Jobs is a plus.
