Relationship Manager - Bancassurance IBL

Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations

Achieve pre-set business targets on ANP, 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 along with RAMBO RM and providing support for logging in applications sourced

Tapping the right database of the branch and ensure authentic documentation

Build relationship with the RAMBO Sales / operations team 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 RM activation targets

Work collectively with RAMBO Sales / operations team and conduct joint sales calls as a team to achieve business nos.

Seek commitment from the partner towards achievement of business objective

Managing the relationship between internal team and channel partner so as to

Provide all possible 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 RM on business plan execution

Ensure compliance to internal sales process & other compliance standards

Should be process & product champion to e nsures adherence to policies and procedures to cultivate a compliance culture in the team

Adhering to the Training Road map.

Providing timely reports to the Supervisor as per the requirement.

Adhering to the TALIC code of conduct.

Product/Subject matter expertise

Business perspective & planning

Finance / Insurance industry awareness

Self management

Problem solving skills

Peer level co-ordination and influencing skills