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Relationship Manager - HDFC Bank Tele Channel

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APosition Overview





Position Title





Relationship Manager - Tele /Salary





Department





Partnership Distribution





Level/ Band







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 p
Posted
06/23/2022
Location
ahmedabad, GJ, IN