Relationship Manager - Virtual Bancassurance Hdfc

Tata AIA Life Insurance; New Town; On-site; INR 600,000 - 1,000,000; Full time

Job summary

A leading insurance company located in West Bengal is seeking an individual to drive business targets effectively. The role involves collaborating with branch staff and managers to implement business plans, ensuring targets are met, and providing strong customer support. A background in life insurance and virtual bancassurance is essential. Successful candidates will build relationships and maintain high levels of service across their portfolio. Join a dynamic team focused on achieving sales and productivity goals.

Qualifications

• Experience in Life Insurance and Virtual Bancassurance.

Responsibilities

• Achieve pre-set business targets on various KPIs.
• Work jointly with the Branch Manager on Business Implementation plan.
• Drive and motivate branch staff to log applications sourced.
• Build relationships with HDFC branch staff to meet targets.
• Prospect and meet customers within and outside the Branch
• Develop and implement short- and long-term plans to achieve sales targets
• Achieve branch staff activation targets
• Work with HDFC staff on joint sales calls to achieve business objectives
• Foster sales for the company by managing the relationship with the channel partner
• Provide necessary HDFC support to the channel partner as a face of the parent company
• Execute marketing activities as per partner requirements
• Ensure timely issuance of policies and resolve pending items
• Maintain customer touch-points to service portfolios
• Maintain desired persistency ratio
• Provide prompt post-sales service across domains
• Strategize with HDFC branch manager on business plan execution

Skills

Sales targets

Channel partner management

Branch staff motivation

Relationship building

Job description

Role & responsibilities

• 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 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 poss HDFC 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

Preferred candidate profile

Life Insurance in Virtual Bancassurance