Relationship Manager - DBS LVB

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

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

MIS

E Skills Required

Technical

Behavioral

Essential

Teamwork Skills

English, Local Language

F Incumbent Characteristics

Essential

Desired

Qualification

Experience