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Relationship Manager @ Edelweiss Tokio

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 Relationship Manager

Job Description

Job Purpose

To drive business through Channel Partners branch staff and distribution network

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Key Responsibilities

  • To generate leads through activities and use enablers for lead generation
  • To have minimum of 3 new customer meetings in a day
  • To provide after sales service and do upselling with the existing customers
  • To ensure 100% branch staff activation every quarter
  • To train and skill partner staff on need based selling and product sales pitch

To ensure 100% of branches with Min of 2-3 SP license holders and support them with the same to drive business target achievements

Specific Authorities( Financial & Non-Financial): NA

Key Performance Indicators

  • Monthly MWPI Target Achievements (issuance) = 100%
  • Branch Activation > 60%
  • 13th Month Persistency > 80%
  • NOP Target Vs Achievements

Job Requirements

Qualifications: Graduate/Post Graduate in Any Discipline

Functional Competencies

  • Customer Orientation
  • Partner Management
  • Planning

Behavioral Competencies

  • Business Acumen
  • Collaboration
  • Execution Excellence

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Key Interactions

Internal

Sales: To connect with Leaders on the Business updates and planning

Non Sales LOB: To connect with Branch Ops team to manage business logins & issuance process

External
Bank: To maintain excellent cordial business relationship with each branch staff to deepen the customer network of the bank branch.

Job Classification

Industry: Insurance
Functional Area / Department: BFSI, Investments & Trading
Role Category: Life Insurance
Role: Bancassurance Manager
Employement Type: Full time

Contact Details:

Company: Edelweiss Tokio
Location(s): Ahmedabad

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Keyskills:   Banca channel Life insurance sales sales

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₹ 2-3.5 Lacs P.A

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Edelweiss Tokio

99.23% Claim Settlement Ratio** Our Promise of Integrity- 99.23% Claim Settlement Ratio** for FY 2024 Recognized for Our Remarkable Customer Journey! 'Bolt' wins under 'Public & Private Collaboration' category at NASSCOM Foundation TechForGood Awards 2024^