Relationship Manager

Job Description Position Relationship Manager Corporate Annuity Function Corporate Annuity & Funds Department Retirement Benefits Band 5/5A

JOB SUMMARY: Responsible for achieving the targets for Annuity vertical and Retail PRAN through assigned PSU/Corporates in specific region. Responsible for executing the business plan through: • Reaching out to prospective clients and presenting our products to the targeted audience • Closing sale and following up on issuance • Involvement in work site activities (putting up stalls and making presentations) • Update the Sales process and maintain the databases as suggested by corporate solutions department

KEY RESPONSIBILITIES:

Responsible for implementing the sales plan of the assigned region • Responsible for achieving sales targets from a select group • Assist in launching & driving Annuity Business • Prepare periodic sales reports Maintain database on corporate clients and competitor information • Update the call reports and any competitor’s information as suggested by corporate solutions team Continuously evaluate potential of Annuity Business in the region • Develop specific analysis parameters • Conduct analysis on the above mentioned potential groups and prepare reports for the Business Head • Collect competitor information on Annuity business Adhere to all Organization’s policies and procedures Measures of Success: • Actual sales achieved vs the plan • Accuracy and timeliness of sales reports • Actual activity vs targeted activity • Accuracy of competitor information; up to date data

KEY RELATIONSHIPS: Internal:

• Business Heads • MLI HR & Sales Training Team • MLI Operations Team External: • Top Clients (PSU/Corporate) • All Stakeholders

DESIRED QUALIFICATIONS & EXPERIENCE:  Graduate/Master of Business Administration preferably in Sales, Marketing or Finance  Min 1 year of relevant experience or 2 years’ experience in BFSI, Telecom, E Commerce etc.  Experience in B2B sales/Corporate sales is mandatory