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22/06 Divya Mittal
Deputy Manager at Prowiz Consulting

Views:201 Applications:42 Rec. Actions:Recruiter Actions:3

Cluster Relationship Manager - Bancassurance (3-7 yrs)

Delhi NCR Job Code: 40527

Identify opportunities of improvement across customer service, underwriting and claims

Ensure robust MIS architecture ( Pre sales/ Post sales)

- Co- create operational strategy for the region in alignment with the distribution strategy

- Facilitate implementation in line with company s distribution strategy; assist in building relationship in the region; review performance periodically & engage with the partner, assist in establishing specifications of operations: collaborate with operations & other functions, establish operations: monitor & recommend continuation / discontinuation of products, thereby build revenue and profitability.

- Build common agenda & scorecard with the key team members of the region; review performance & engage with key management of the partner in the region to address deviations from the plan in order to realize potential sales.

- Interact with region key management members on frequent basis; follow the engagement matrix; take business review initiatives along with partner & build review mechanisms; handle escalated issues; supervise; responsible for closure of grievance in order to ensure smooth functioning & high productivity in the region & continuous improvement in revenues through the relationship.

- Suggest reward & recognition platforms for bank partner s employees.

- Lead in implementation and monitoring of R&R activities; monitor performance of sales promotions; encourage reapplications of good promotions in order to maximize the utilization of marketing spends to increase revenues

- Collaborate with the training department to deploy programs to achieve & exceed training standards; support the training team in identification & certification of trainers & the delivery of training man days as per standards in order to build capacity.


- Lead the plan for recruitment & retention of the sales force in the region; lead in implementing rewards & recognition activities for the region; role model required leadership competencies & coach subordinate sin order to develop a robust sales force for building the pipeline within the relationship & realize potential sales from partner in the cluster.

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