Relationship Manager - Bancassurance IBL

Position Overview

1. Organizational Relationships

Reports To

Territory Manager/ Area Manager

Supervises

NA

Job Dimensions

Geographic Area Covered

Branches / Cluster

Stakeholders Internal

Training

Branch Operations

Distribution Operations

Stakeholders External

Key Result Areas

To maintain the desired persistency ratio

Prompt post-sales service with respect to all domains

Strategize and interact closely with the RM on business plan execution

Ensure Compliance

Ensure compliance to internal sales process & other compliance standards

Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team

MIS

Adhering to the Training Road map.

Providing timely reports to the Supervisor as per the requirement.

Adhering to the TALIC code of conduct.

1. Skills Required

Technical

Behavioral

Essential

Desired

Interpersonal skills

Communication skills

Creative thinking skills

Supervising/Leadership skills

Teamwork Skills

Influencing skills

Relationship Building skills

Decision making skills

Language Skills

English, Local language

1. Incumbent Characteristics

Essential

Desired

Qualification

Graduate

PG

Experience

0. 5 - 4 years in Sales (Insurance / Financial Service Background)

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