Relationship Manager - Virtual Bancassurance HDFC

Position Title

Relationship Manager - HDFC Bank Tele Channel

Department

Partnership Distribution

Level/ Band

201/204

Reports To

AM/ TM

Supervises

NA

Geographic Area Covered

Zone/ Cluster

Internal Stakeholders

Training

Branch Operations

Distribution Operations

External

Channel Partner

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.

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