Senior Circle Relationship Head - Bank Relationship - Rohtak AB Sun Life Insurance Co Ltd

7.0 - 16.0 years

0 Lacs

rohtak, haryana

On-site

As a candidate for the position, your primary responsibility will be to achieve Business Targets within designated zones on various focused Business parameters such as premium, SP/branch activisation, product mix, and Persistency. Your efforts will directly contribute to the overall Business Growth and profitability of the organization. Building effective relationships with the bank partner and becoming their first preferred insurer will be crucial in this role. You will be expected to plan and achieve business targets through a team of CM, FLS, and SPs in the bank. Increasing SP Activisation and selling greater NOPs through the Team of CM and FLS for wider distribution of ABSLI products will be a key focus area. Ensuring the selling of the right Product Mix as defined by the organization is essential to achieve overall business growth and profits. Identifying and implementing new business opportunities within the allocated area to enhance penetration will also be part of your responsibilities. Implementing activities/programs designed at the organizational level to build great visibility, promote branding, and strengthen the relationship with the bank will be crucial. Training and appraising the bank staff on ABSLI products to create a mind space and easy recall for them will also be expected. Providing pre and post-sales support and service to both the Bank partner and customers will be essential. Enabling the Team of CM to train FLS in order to independently sell ABSLI products by mapping customer needs correctly will be part of your role. Supporting the team of CM and FL on closing critical sales calls by demonstrating and mentoring them will be crucial. Ensuring smooth functioning of the internal cross-functional Teams and helping them overcome any roadblocks in policy logging and issuance will be expected. Establishing efficient methods to respond to customer queries and maintaining persistency levels will be part of your responsibilities. Enabling the Team to cross-sell and upsell ABSLI products as per customer requirements will be essential. Building and strengthening the relationship with the partner bank to become their preferred partner will be a key aspect of this position. Developing a Team that can support the bank in meeting their business targets will be crucial. Attracting, recruiting, and retaining talent in the market, ensuring proper handholding and support is provided to the Team will be essential. Reviewing and monitoring Team performance daily, mentoring the CM and FLS in the Middle and Low-Performance Bucket, encouraging and motivating them to do well will be expected. Achieving Business profitability by focusing on renewals, quality of business, and managing costs will be crucial. Managing expenses within allowable expense gaps and ensuring the achievement of profitability and persistency targets for the relationship in the designated zones will be part of your responsibilities. Focus and monitor Product Mix within the Circle to achieve Channel Targets will also be expected. With a minimum experience level of 7 - 16 years and holding a Post Graduate qualification, you will be well-equipped to excel in this role.,

Posted 1 week ago

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