Position Title Relationship Manager

Department Partnership Distribution ( Bancassurance - IBL)

Level/ Band Executive (201)

Qualification Graduate PG

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

Role Summary:

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

- 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

- 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

- Adhering to the Training Road map.

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

- Adhering to the TALIC code of conduct.

lOCATIONS - NO OF POSITIONS

Delhi NCR - 5, Gurgaon -8, Kaushambi-1, Phagwara- 1, Mansa 1, Mandi Gobndgarh 1, Tohana 1, Manesar1,Kurukshetra 1,Chandigarh7,Taran Taran1,Shahkot1,Banga1,Ludhiana1, Lucknow1, Udaipur3, Jodhpur2, Ajmer1, Jaipur3, Nimrana 1, Kanpur1

AimRich Consulting Services
Phone-8779224989 / 9769739143( whts app)

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