Opening For Relationship Manager - Hdfc Securities Branch

Job description

Job Dimensions Geographic Area Covered Zone/ Cluster Stakeholders Internal Training Branch Operations Distribution Operations Stakeholders External Channel Partner C. 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 closure support & logging in applications sourced • Tapping the right database of the branch and ensure authentic documentation • Build relationship with the HDFC Securities 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 targets • Work collectively with HDFC Securities 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 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 HDFC Securities branch manager on business plan execution • Ensure that there are nil escalations on service quality and responsiveness by Partner Ensure Compliance • Ensure compliance to internal sales process & other compliance standards Job Description Tata AIA Life Insurance Co. Ltd Internal use only • 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. D. 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 • Communication skills • Creative thinking skills • Supervising/Leadership skills • Teamwork Skills • Influencing skills • Relationship Building skills • Decision making skills • E. Incumbent Characteristics Essential Desired Qualification Graduate Experience 1 3 years in Sales