Role description

Position Title : Relationship Manager - Bancassurance IBL (BBG, SME Verticals)

Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches/business banking teams/SME teams across assigned locations.

Qualification : Graduate / PG

Experience : 0.5 - 4 years in Sales (Insurance / Financial Service Background)

CTC : up o 3.5 lacs

Reports To : Territory Manager/ Area Manager

Geographic Area Covered : Branches / Cluster

Internal Stakeholders : Training / Branch Operations / Distribution Operations

External : Channel Partner

Key Result Areas

Organization Process

Key Contributions

Sales

· Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches/Business Banking Teams/SME teams

· Working jointing with the Branch Manager/BBG Wealth Manager/SME Manager on Business Implementation plan

· Driving and motivating the branch/business banking 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

· Managing the relationship between internal team and channel partner so as to

foster sales for the company and