Relationship Manager - Hdfc Bank Relationship Channel

Position Title
Relationship Manager HDFC Bank Relationship Channel- Asset channel
Department
Partnership Distribution
Level/ Band
201/204

Role Summary:
Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations

B OrganizationalRelationships

Reports To
AM/ TM
Supervises
NA

C Job Dimensions

Geographic Area Covered
Zone/ Cluster
Internal Stakeholders
Training
Branch Operations
Distribution Operations
External
Channel Partner

D Key Result Areas

Organization Process
Key Contributions
Sales
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 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


Relationship Management
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 possHDFCe 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

Ensure Compliance
Ensure compliance to internal sales process & other compliance standards
Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team

MIS
Adhering to the Training Road map.
Providing timely reports to the Supervisor as per the requirement.
Adhering to the TALIC code of conduct.
Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.


F SkillsRequired

Technical

• Product/Subject matter expertise
• Business perspective & planning
• Finance / Insurance industry awareness
• Self management
• Problem solving skills
• Peer level co-ordination and influencing skills