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Relationship Manager - Bancassurance - Life Insurance

1.00 to 6.00 Years   Delhi   07 Sep, 2020
Job LocationDelhi
EducationNot Mentioned
SalaryNot Disclosed
IndustryRecruitment Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

We are hiring for Relationship Managerwith leading life insurance company atDelhilocation. Looking for a candidate who provide support in sales of life insurance business through bank customers at bank branch and assigned location. Kindly find the Job Description given below: Designation: Corporate Account ManagerExperience: 1+ YearsQualification:Any GraduationLocation: DelhiRoles & Responsibilities:

  • Achieve pre-set business targets on ANP (Annualized new premiums) , case count, active branch, active sales staff and various KPIs (Key Performance Indicators) for designated branches
  • Working jointly with the Branch Manager on Business Implementation plan
  • Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced
  • Tapping the right database of the branch and ensure authentic documentation
  • Build relationship with the Bank Sales/ operations team 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 RM activation targets
  • Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos.
  • Seek commitment from the partner towards achievement of business objective
  • 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 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
  • Strategics and interact closely with the RM on business plan execution
  • 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
  • Adhering to the Training Road map.
  • Providing timely reports to the Supervisor as per the requirement.
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Keyskills :
salesmarketinginsurancecustomer relationsbankingsales processlife insurancebehavioral traininghisroadloggingtrainingbusinessdatabaseportfolioadherenceoperationscomplianceactivationengagement

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