Tata Group
Location
Coimbatore | India
Job description
Job Description A Position Overview Position Title Relationship Manager - DBS LVB Department Partnership Distribution Level/ Band 209 (Executive) Role Summary: - Visit assigned Partner Branches and interact with Bank Branch Managers & SPs as per SOP - Interact with customers to explain the products and solutions. Assist and complete the documentation as per guidelines - Ensure Sales Targets assigned are met on every parameter - Help branches assigned achieve Insurance Sales Targets B Organizational Relationships Reports To Area Sales Manager Supervises NA C Job Dimensions Geographic Area Covered 7-10 Branches / Cluster / Region (As per requirement) Internal Stakeholders Training Branch Operations & Underwriting Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales . Achieve pre-set business targets on WNBP & Product Mix, case count, active branch, active sales staff and various KPIs for designated branches . Working jointing with the Branch Manager/ SP on Business Implementation plan . Driving and motivating the branch staff along with Bank SP 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 Relationship Management . Managing the relationship between internal team and channel partner 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 engagement protocols and ensure there are no customer . Manage escalations w.r.t. sales and service deliverables. . To maintain the desired persistency ratio . Prompt post-sales service with respect to all domains . Strategize and interact closely with the SP on business plan execution . Tracking competition at branches level ComplianceJob tags
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