Relationship Manager (Delhi - 4, Kolkata - 3, Vadodara - 1)

Job description

Multi Product role - Insurance, Retail Lending, housing finance. etc.

Candidates with distributor sales experience and multi-product experience will be preferred.

A) Business Quadrant

1. To consistently acquire new business partners

2. Enhance and develop distribution channels.

3. To achieve targeted sales volume

• Identify and onboard business partners with a strong customer base.
• Activate business partners and ensure a steady flow of leads.
• Organize regular product and sales training sessions with input from relevant teams
• Monitor the quality of business sourced through partners and ensure effective product penetration
• Develop and manage incentive campaigns with stakeholder approvals.
• Achieve targets set by the business head, including active partner acquisition, amounts mobilized, products sold, and SIP persistency

B) Process Quadrant

1. Adherence to SOPs

2. Operations processes

3. Sales & performance Reports

4. To ensure effective risk management & policy adherence

• Manage all aspects of the Standard Operating Procedures (SOPs) for the BPG team
• Ensure compliance with offline and online processes to protect client mapping and RM assignments
• Update Management Information Systems (MIS) as scheduled and share with the Business Team.
• To help the risk team by ensuring process adherence like documentation, KYC & client profiling.
• Support the risk team by ensuring process adherence, including documentation, KYC, and client profiling, and comply with all regulatory requirements and organizational policies.

C) Customer Quadrant

1. Customer satisfaction management & measurement

• Ensure the successful implementation of "Mission Happiness" for all relevant clients
• Ensure that complaints are recorded properly and resolved within agreed turnaround times (TATs). Develop and adhere to escalation matrices to handle issues effectively

D) Learning Quadrant

• Focus on ongoing personal and professional growth to maintain business relevance
• Adhere to all relevant tests, standards, and necessary certifications consistently