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Relationship Manager

Tata AIA Life Insurance Company Ltd.

1 - 3 years

6 - 10 Lacs

mumbai

Posted:None| Platform:

Apply

Skills Required

team management sales cluster head underwriting resource allocation banking ms office risk management business continuity recruitment

Work Mode

Work from Office

Job Type

Full Time

Job Description

A. Position Overview

Position Title

Relationship Manager- Axis Bank Alternate Channel BB

Department

Axis Bank Alternate Channel

Level/Band

Executive/209

Role Summary: Dual responsibilityof Joint Field Work as well as team management.

- Interact with Bank s cluster head bankemployees and manage them on daily basis

- Branches directly mapped to him/her.

- Manage RMs mapped to him to help them achievesales targets

- Ensuring that the persistency productivityis maintained

- Ensures quality of recruits hired in the team, maintains drives compliance at the zone.

B. Organizational Relationships

Reports To

Regional Sales Manager

Supervises

Assistant RM

Job Dimensions

Geographic Area Covered

Zone/s

Stakeholders Internal

Supervisors, RMs, Ops, Underwriting

Stakeholders External

Bank Channel Partner

C. Key Result Areas

Interact with Bank bran ch employee, Bank s

Cluster Head to help them achieve sales targets , while

ensuring that the

persistency productiv ity is maintained

Provide guidance support to Bank s employee, TATA AIA KAMs andall stakeholders in terms of submissions, issuance, pending resolve etc

Maintain good relationship with Bank s Cluster Head - interact with him regularly to assess business status. Take help from them to push

motivate them to maintain productivity

Maintain persistency by monitoring case size healthy product mix Ensure that they are meeting their team targets as well as individual sales targets

Managing the relationship between internal team and channel partne r so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner

Ensure Recruitment is a s per plans

Regularly interact with HR to ensure that recruitment is as per plan

Monitor the performance

of RMs to promote the m to the next level

Ensure that KAMs meet their respective targets which will promote them to the next level

Maintain drive compliance at the zone

Ensure adherence to SOPs sales processes instigate disciplinary action against those fond breaching them

Top Line Growth/Busin ess Enablement

Achievement of NB Premium target, KAM Activation and Product mix

Business Enablers

Sales

activity management, renewal collection, and high level relationship mapping with bank staff (very important)

Risk

Own-up the risk of the function by developing a risk aware culture through

participation in measurement, analysis and mitigation of risks associat ed with the respective function. This includes development of risk response processes, participation in contingency and business continuity programs and reporting of emerging risks with potential impacts. Also respond to risks highlighted by employees through formal / informal mechanisms and advice on various risk management issues within the organization and provide feedback. Participate in implementing risk mitigation plan through optimum resource allocation, monitoring and reporting on status.

D. Skills Required

Technical

Good Knowledge of MS Office

Behavioral

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Relationship Manager