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A.
PositionOverview
PositionTitle
Relationship Manager - HDFC Securities Department
Partnership Distribution Level/Band
Executive- 209 RoleSummary:
- Provide support in Sales of Life Insurance business to equity securities customers at HDFC Securities branches at customer premises across assigned locations B.
OrganizationalRelationships
ReportsTo
AM/ TM
Supervises
NA JobDimensions
GeographicArea
Covered
Zone/
Cluster StakeholdersInternal
Training Branch
Operations Distribution
Operations StakeholdersExternal
Channel
Partner
C.
KeyResultAreas
OrganizationProcess
KeyContributions
Sales
Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated
branches Working jointing with the Branch Manager on Business Implementation plan
Driving
and
motivating
the
branch
staff
and
providing closure
support logging in applications sourced
Tapping the right database of the branch and ensure authentic
documentation Build
relationship
with
the
HDFC
Securities
branch
staff
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
staff
activation
targets Work collectively with HDFC Securities staff 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 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
