Relationship Manager - Citi Branch Banking

Document

APosition Overview

Position Title

Relationship Manager_Branch Banking

Department

Partnership Distribution

Level/ Band

Assistant Manager (301)

Role Summary:

.Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations

B Organizational Relationships

Reports To

Area Manager

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 ANP, 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 along with Citi RM and providing support for logging in applications sourced

.Tapping the right database of the branch and ensure authentic documentation

.Build relationship with the Citi Relationship Manager 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 RM activation targets

.Work collectively with Citi RM 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

Document APosition Overview Position Title Relationship Manager_Branch Banking Department Partnership Distribution Level/ Band Assistant Manager (301) Role Summary: .Provide support in Sales of Life Insurance business through bank customers

Skills: Client Relationship, Customer Segmentation, Branch Operations

Experience: 1.00-3.00 Years