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Tata AIA Life Insurance Company Ltd.
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Relationship Manager - DBS LVB

Relationship Manager - DBS LVB

Tata AIA Life Insurance Company Ltd.

2 - 4 years

4 - 6 Lacs

coimbatore

Posted:2 weeks ago| Platform:

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Skills Required

relationship management interpersonal skills sales sales operations mis relationship building underwriting banking subject matter expertise customer engagement

Work Mode

Work from Office

Job Type

Full Time

Job Description

A Position Overview

Position Title

Relationship Manager DBS LVB

Department

Partnership Distribution

Level/ Band

209 (Executive)

Role Summary:

- Visit assigned Partner Branches and interact with Bank Branch Managers & SPs as per SOP - Interact with customers to explain the products and solutions. Assist and complete the documentation as per guidelines - Ensure Sales Targets assigned are met on every parameter - Help branches assigned achieve Insurance Sales Targets

B Organizational Relationships

Reports To

Area Sales Manager

Supervises

C Job Dimensions

Geographic Area Covered

7-10 Branches / Cluster / Region (As per requirement)

Internal Stakeholders

Training Branch Operations & Underwriting Distribution Operations

External

Channel Partner

D Key Result Areas

Organization Process

Key Contributions

Sales

Achieve pre-set business targets on WNBP & Product Mix, case count, active branch, active sales staff and various KPIs for designated branches Working jointing with the Branch Manager/ SP on Business Implementation plan Driving and motivating the branch staff along with Bank SP and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the Bank 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 Bank 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 to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible 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 engagement protocols and ensure there are no customer Manage escalations w.r.t. sales and service deliverables. To maintain the desired persistency ratio Prompt post-sales service with respect to all domains

Strategize and interact closely with the SP on business plan execution

Tracking competition at branches level

Compliance

Maintain high standards of business following processes and compliance policies of both bank and parent organization Adhering to the Tata AIA Life code of conduct.

MIS

Maintain and coordinate branch level MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement.

E Skills Required

Technical

Product/Subject Matter Expertise Business Perspective & Planning Finance / Insurance industry awareness Self-Management & Discipline Problem Solving Skills Peer level co-ordination and influencing skills

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

F Incumbent Characteristics

Essential

Desired

Qualification

Graduate PG

Experience

2 to 4 years of work experience in Insurance / Financial Service Background, Public Sector Bank partner work experience would be preferable

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Tata AIA Life Insurance Company Ltd.

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Relationship Manager - DBS LVB

Experience & Salary

Skills Required

Work Mode

Job Type

Job Description

A Position Overview

Position Title

Department

Level/ Band

Role Summary:

B Organizational Relationships

Reports To

Supervises

C Job Dimensions

Geographic Area Covered

7-10 Branches / Cluster / Region (As per requirement)

Internal Stakeholders

External

D Key Result Areas

Organization Process

Key Contributions

Sales

Relationship Management

Compliance

MIS

E 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

F Incumbent Characteristics

Essential

Desired

Qualification

Experience

More Jobs at Tata AIA Life Insurance Company Ltd.