Relationship Manager

Hello Candidates,

We have urgent Openings for the position of Relationship Manager (Bancassurance Sales) in a Leading Life Insurance Company for Equitas Bank.

Position : Relationship Manager (Banca).

Bank Name : Equitas Small Finance Bank.(Pune)

CTC Offered : 2.4 Lpa to 4 Lpa ( Must have experience in Banca Channel and Cross selling of Life Insurance Products)

Group Company: Edelweiss Life Insurance Company Limited

Designation: Relationship Manager - Bancassurance.

Position description,

Job Purpose

To drive business through Channel Partners branch staff and distribution network.(Bank)

Key Responsibilities

·       To generate leads through activities and use enablers for lead generation

·       To have minimum of 3 new customer meetings in a day

·       To provide after sales service and do upselling with the existing customers

·       To ensure 100% branch staff activation every quarter

·       To train and skill partner staff on need based selling and product sales pitch

To ensure 100% of branches with Min of 2-3 SP license holders and support them with the same to drive business target achievements.

Key Performance Indicators

·         Monthly MWPI Target Achievements (issuance) = 100%

·         Branch Activation > 60%

·         13th Month Persistency > 80%

·     NOP Target Vs Achievements

Job Requirements

Qualifications: Graduate/Post Graduate in Any Discipline 

Functional Competencies

·       Customer Orientation

·       Partner Management

·    Planning

Behavioral Competencies

·       Business Acumen

·       Collaboration

·       Execution Excellence

Key Interactions

Internal

Sales: To connect with Leaders on the Business updates and planning

Non Sales LOB: To connect with Branch Ops team  to manage business logins & issuance process

External

Bank: To maintain excellent cordial business relationship with each branch staff to deepen the customer network of the bank branch.

Thanks & Regards,

Trushali Boricha.

FIRST ACCORD.