Relationship Manager - HDFC Bank Tele Channel

1-3 years
2 Applied
Job Description

Role description

APosition Overview

Position Title

Relationship Manager - Tele /Salary


Partnership Distribution

Level/ Band

Role Summary:
.Provide support in Sales of Life Insurance business through bank customers at bank branchesacross assigned locations

B Organizational Relationships

Reports To




C Job Dimensions

Geographic Area Covered

Zone/ Cluster

Internal Stakeholders


Branch Operations

Distribution Operations


Channel Partner

D Key Result Areas

Organization Process

Key Contributions

.Achieve pre-set business targets onWNBP,persistency,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 and providing support for logging in applications sourced
.Tapping the right database of the branch and ensure authentic documentation
.Build relationship with theHDFC branch staffand ensure thebusinesstargetsand Productivity targetsof the allocated branchesare 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 branchstaff activationactivation targets
.Work collectively withHDFC staff 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 allpossHDFCe 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 p



Tata AIA Life Insurance Company Limited (Tata AIA Life) is a joint venture company, formed by Tata Sons Pvt. Ltd. and AIA Group Ltd. (AIA). Tata AIA Life combines Tata's pre-eminent leadership position in India and AIA's presence as the largest, independent listed pan-Asian life insurance group in the world spanning 18 markets in the Asia Pacific region. Tata AIA Life has written retail new business weighted premium of Rs. 2,692 crore for the financial year 2019-20. For the same period, the 13th month persistency of the company was at 89.10% and, the individual death claims settlement ratio was 99.06%. One of the fastest growing companies in the Life Insurance sector, Tata AIA Life is now ranked at no. 5, based on individual weighted new business premium.

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