Relationship Manager

Job Purpose

To drive business through Channel Partners branch staff and distribution network

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Key Responsibilities

• To generate leads through activities and use enablers for lead generation
• To have minimum of 3 new customer meetings in a day
• To provide after sales service and do upselling with the existing customers
• To ensure 100% branch staff activation every quarter
• To train and skill partner staff on need based selling and product sales pitch

To ensure 100% of branches with Min of 2-3 SP license holders and support them with the same to drive business target achievements

Specific Authorities( Financial & Non-Financial): NA

Key Performance Indicators

• Monthly MWPI Target Achievements (issuance) = 100%
• Branch Activation > 60%
• 13th Month Persistency > 80%
• NOP Target Vs Achievements
  

Job Requirements

Qualifications: Graduate/Post Graduate in Any Discipline

Functional Competencies

• Customer Orientation
• Partner Management
• Planning

Behavioral Competencies

• Business Acumen
• Collaboration
• Execution Excellence

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Key Interactions

Internal

Sales: To connect with Leaders on the Business updates and planning

Non Sales LOB: To connect with Branch Ops team to manage business logins & issuance process

External
Bank: To maintain excellent cordial business relationship with each branch staff to deepen the customer network of the bank branch.Role & responsibilities

Preferred candidate profile

Perks and benefits