Relationship Manager - Virtual… at Tata AIA Life… · Kolkata(N…

Role & responsibilities

• 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 Unit Head/Bank Supervisors on Business Implementation plan
• Driving and motivating the Bank staff and providing support for logging in applications sourced
• Tapping the right database of the unit/Centre and ensure authentic documentation
• Build relationship with the HDFC unit/centre staff and ensure the business targets and Productivity targets of the allocated unit/centre are met effectively
• Prospect and meet customers within and outside the unit as when required
• To develop, agree and implement short term and long term plans to achieve sales targets
• To achieve unit/centre staff 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

• 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 post HDFC Bank 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 with internal sales process & other compliance standards
• Should be process & product champion to ensure 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.
• 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.

Preferred candidate profile

1 - 3 years in insurance sales experience preferably Banca / Banca Call center industry