Relationship Manager Health Insurance

1. Growth Development

Driving Top Line: Achieving expected sales target on consistent basis.

Cascading the channels strategy and key focus areas for the achievement of set goals.

Renewal Ratio: Ensuring budgeted renewal ratio to be achieved by continuous follow up.

2. Stakeholder Management

Engage with IMDs in the city / region on a regular basis; share business insights, growth plans and new products / schemes in order to showcase organization credentials as well expand IMD network

Inform superior on critical issues / concerns involving other verticals; seek support on resolution

3. Sales Planning

Devise month wise strategy and weekly breakdown with the team; identify possible risks and derailers in achievement of the same; drive implementation of steps to tackle the challenges in the best possible way

4. Market Study Intelligence Gathering

To develop adequate market intelligence to acquire business by establishing, positioning the BAGIC brand and growing the brand

Excellent inter-personal skills and person expected to have high degree of credibility in the local market.

Digitization: Online policy issuance should be promoted by way of training to IMDs and driving them for doing so.

Identification and onboarding new channel partner

5. Business planning PL Ownership

Identify potential locations in assigned geographical locations recruit right team members to develop business ( IMD recruitment , partner tie-ups ) generated from the location.

6. Business strategy and planning

Scan the market across the Banks( PSU, PSU1, Pvt and HDFC) to understand segment growth potential of each banks and its branches Geo region-wise and analyze historical performance, etc. to propose the targets for AOP for Geo

Assigning and driving the Bank branch activation across the Region and maintaining the healthy market share across regions