Relationship Manager - Virtual Bancassurance Hdfc

Job Description

• 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

• Reports To - ATM/ TM
• Supervises - NA

C Job Dimensions

• Internal Stakeholders -
• Training
• Branch Operations
• Distribution Operations
• External
• Channel Partner

• Organization Process
• Key Contributions

• 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

• 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 HDFC branch manager on business plan execution

• 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.
• 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

• Product/Subject matter expertise
• Business perspective & planning
• Finance / Insurance industry awareness
• Self management
• Problem solving skills
• Peer level co-ordination and influencing skills