JOB DESCRIPTION

A             Position Overview

Position Title

Relationship Manager - HDFC Bank Tele Channel

Department

Partnership Distribution

Level/ Band

201/204

Role Summary:

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

B            Organizational Relationships

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           Skills Required

Technical

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

Behavioral



Essential

Desired

Interpersonal skills

·