Relationship Manager (RM) for ESAF (Jobs - Full Time Jobs)

Item ID 3025894 in Category: Jobs - Full Time Jobs

Relationship Manager (RM) for ESAF


Position Title
Relationship Manager / Senior RM / Executive RM / Assistant Business Manager / Deputy BM
Job Role
Relationship Manager
Reporting To
Business Manager
Department
Bancassurance & Bancassurance - FINCARE
Location
Branch Offices
Job Purpose
Drive business through Channel Partners, branch staff, and distribution network.
Key Responsibilities
Generate leads through activities and use tools for lead generation.
Conduct at least 3 new customer meetings daily.
Provide after-sales service and upsell to existing customers.
Ensure 100% branch staff activation each quarter.
Train partner staff on need-based selling and product pitch.
Ensure each branch has 2-3 licensed SPs to meet business targets.
Key Performance Indicators (KPIs)
Monthly MWPI Target Achievement (issuance) = 100%.
Branch Activation > 60%.
13th Month Persistency > 80%.
NOP Target vs. Achievement.
Job Requirements
Qualifications

Graduate/Post Graduate in any discipline.
Experience

1-2 years of relevant sales experience in insurance (preferably in Banca).
Functional Competencies

Customer Orientation
Partner Management
Planning
Behavioral Competencies

Business Acumen
Collaboration
Execution Excellence
Key Interactions
Internal

Sales: Connect with leaders for business updates and planning.
Non-Sales LOB: Work with Branch Ops team to manage business logins & issuance process.
External

Bank: Maintain excellent relationships with branch staff to deepen the bank's customer network.


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Target State: All States
Target City : Thiruvananthapuram_Thycadu, KL
Last Update : 11 November 2024 5:58 PM
Number of Views: 17
Item  Owner  : Estalvis
Contact Email: (None)
Contact Phone: (None)

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2024-11-19 (0.385 sec)