Relationship Manager - Virtual Bancassurance Hdfc

1 - 3 years

3 - 4 Lacs

Posted:1 day ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

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

  1. Organizational Relationships

Reports To

AM/ TM

Supervises

NA

Job Dimensions

Geographic Area Covered

Zone/ Cluster

Stakeholders Internal

Training

Branch Operations

Distribution Operations

Stakeholders External

Channel Partner

Key Result Areas

Relationship Management

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.

Behavioral

Essential

Experience

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