Role description
JOB DESCRIPTION
A Position Overview
Position Title | Senior Relationship Manager - Virtual Bancassurance HDFC |
Function | Partnership Distribution |
Department | Virtual Bancassurance HDFC |
Level/ Band | Executive |
Grade | 209 |
Role Summary:
- Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations
B Organizational Relationships
Reports To | ATM/ TM |
Supervises | NA |
C Job Dimensions
Geographic Area Covered | Zone/ Cluster |
Internal Stakeholders | Training |
Branch Operations |
Distribution Operations |
External | Channel Partner |
D Key Result Areas
Organization Process | Key Contributions |
Sales | - . 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 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 the HDFC branch staff 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 staff activation 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
|
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 possHDFCe 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 | - 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
|
MIS | - 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.
|
F Skills Required
Technical | - Product/Subject matter expertise
- Business perspective & planning
- Finance / Insurance industry awareness
- Self management
- Problem solving skills
- Peer level co-ordination and influencing skills
|
Behavioral |
|
|
| Essential | Desired |
Interpersonal skills | |
|
Communication skills | |
|
Creative thinking skills |
| |
Supervising/Leadership skills |
| |
Teamwork Skills | |
|
Influencing skills |
| |
Relationship Building skills | |
|
Decision making skills | |
|
G Incumbent Characteristics
| Essential | Desired |
Qualification | Graduate/ PG | |
Experience | 2-3 years in Sales | |
