Relationship Manager - Virtual Bancassurance HDFC
- Chandigarh
- Permanent
- Full-time
- Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations
- · 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
- · 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 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.
- Product/Subject matter expertise
- Business perspective & planning
- Finance / Insurance industry awareness
- Self management
- Problem solving skills
- Peer level co-ordination and influencing skills