Workstation Specialist - VRM - IDFC First Bank

Position Title

Virtual Relationship Executive (Work Station Specialist) Bancassurance

Department

Partnership Distribution

Level/ Band

Asst Manager

Reports To

VRM Work Station Manager

Supervises

NA

Geographic Area Covered

National

Internal Stakeholders

Training

Channel Marketing

Branch Operations

Product Management

Distribution Operations

External

Channel Partner

Organization Process

Key Contributions

Strategic Business Development

.Delivery of a profitable & sustainable business model

.The role holder should have the ability to achieve goals, efficiently execute target plans aligned with choice priorities

.To execute key priorities, Implements and execute plans constantly to track progress to accomplish desired goals.

.To be able to multitask and balance competing priorities effectively, understands the value of time and is able to get more done in less time than others, is able to do significant value addition in driving organization goals

Sales & Compliance Management

.To achieve channel targets : Achieve Premium targets as per rolled out channel plan

.To achieve VRM Activation Targets:

.To create healthy pool of lead generation across VRM Teams

.Ability to set high standards for self. Continuously improve own performance and meet or exceed objectives

.Provide support to VRM at a ground level, Make joint field calls to achieve targets

.Do timely submission, pendency resolution and Issuance

.Focus on lead generation and sales

.Should have through knowledgeable of product, industry norms, financial markets, regulatory norms, channels, emerging trends, new developments

.Should be able to apply the knowledge to enhance business prospects, understand problems and provides proactive solutions basis his specialized knowledge

.Should be process & product champion

.Ensures adherence to policies and procedures follow compliance

.Maintain and observe Company's internal control standards, implement and observe the Company's Compliance Policy, including the timely implementation of recommendations made by internal/external auditors and external regulators.

Relationship Management

.Building & Leveraging Relationships: Being able to connect with people naturally, show genuine concern for others,

.Focuses on meeting customer needs both internal and external, able to persuade & influence outcomes without direct controls

.Develops networks and builds alliances with wide range of stakeholders to facilitate win-win situations

.Leveraging existing relationships well and is mature in creating strong personal rapport and build long lasting relationship

Technical

• Product/Subject matter expertise
• Business perspective & planning
• Performance Management skills
• Finance / Insurance industry awareness
• Self management
• Problem solving skills
• Peer level co-ordination and influencing skills

Behavioral

Essential

Desired

Interpersonal skills