Relationship Manager - Bancassurance IBL

4-6 years
2 months ago 6 Applied
Job Description

A Position Overview

Position Title

Relationship Manager - Bancassurance IBL

Role Summary:

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

B Organizational Relationships

Reports To

Territory Manager/ Area Manager

C Job Dimensions

Geographic Area Covered

Branches / Cluster

Internal Stakeholders


Branch Operations

Distribution Operations


Channel Partner

D Key Result Areas

Organization Process

Key Contributions


.Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches

.Working jointing with the Branch Manager on Business Implementation plan

.Driving and motivating the branch staff along with RAMBO RM and providing support for logging in applications sourced

.Tapping the right database of the branch and ensure authentic documentation

.Build relationship with the RAMBO 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 RAMBO 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 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

.Strategize and interact closely with the RM 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


.Adhering to the Training Road map.

.Providing timely reports to the Supervisor as per the requirement.

.Adhering to the TALIC code of conduct.

E Skills Required


.Product/Subject matter expertise

.Business perspective & planning

.Finance / Insurance industry awareness

.Self management

.Problem solving skills

.Peer level co-ordination and influencing skills




Interpersonal skills


Communication skills


Creative thinking skills


Supervising/Leadership skills


Teamwork Skills


Influencing skills


Relationship Building skills


Decision making skills


Language Skills

English, Local language

F Incumbent Characteristics







0.5 - 4 years in Sales (Insurance / Financial Service Background)

Job Source:

The Tata Group is an Indian multinational conglomerate headquartered in Mumbai.Established in 1868, it is India's largest conglomerate, with products and services in over 150 countries, and operations in 100 countries across six continents. Acknowledged as the founder of the Tata Group, Jamsetji Tata is sometimes referred to as the "father of Indian industry"

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