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Relationship Manager - Virtual Bancassurance HDFC

2 - 5 years

0 Lacs

delhi delhi india

Posted:2 days ago| Platform: Foundit logo

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Skills Required

business perspective planning problem solving skills self management product subject matter expertise peer level co-ordination and influencing skills finance insurance industry awareness

Work Mode

On-site

Job Type

Full Time

Job Description

Role description

A Position Overview

Position Title

Senior Relationship Manager - Virtual Bancassurance HDFC

Function

Partnership Distribution

Department

Virtual Bancassurance HDFC

Level/ Band

Executive

Grade

209

Role Summary:

  • Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations

B Organizational Relationships

Reports To

ATM/ TM

Supervises

NA

C Job Dimensions

Geographic Area Covered

Zone/ Cluster

Internal Stakeholders

Training

Branch Operations

Distribution Operations

External

Channel Partner

D Key Result Areas

Organization Process

Key Contributions

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 support for logging in applications sourced
  • . Tapping the right database of the branch and ensure authentic documentation
  • . Build relationship with the HDFC 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 activation targets
  • . Work collectively with HDFC 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 possHDFCe 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 touch-point engagement in order to service his portfolio of customers
  • To maintain the desired persistency ratio
  • Prompt post-sales service with respect to all domains
  • Strategize and interact closely with the HDFC branch manager 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.
  • Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.

F Skills Required

Technical

  • Product/Subject matter expertise
  • Business perspective & planning
  • Finance / Insurance industry awareness
  • Self management
  • 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

G Incumbent Characteristics

Essential

Desired

Qualification

Graduate/ PG

Experience

2-3 years in Sales

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