Circle Relationship Head - Banca Insurance @ IQX Global Solutions

Job Description

Job Purpose:
The primary responsibility of the Circle Relationship Head is to drive business and achieve targets within the allocated region/area. This role involves nurturing and maintaining relationships with channel partners to incrementally develop business.

Job Context & Major Challenges:
High dependency on Bank relationships in an Open Architecture scenario, requiring alignment with their priorities.
Balancing between process requirements and the expectations of channel partners.

Principal Accountabilities:
Ensure Achievement of Targets:
Continuously interact with channel partners/Circle Heads as per defined grid.
Map key decision-makers and implement review mechanisms at defined intervals.
Relationship Management in Open Architecture:
Handle bank customer requirements with optimal service and product ranges.
Possess comprehensive knowledge of insurance and bank products.
Manage relationships at all levels to achieve desired outcomes.

Drive Effective Channel Management:
Collaborate with channel partners to utilize R&R programs effectively.
Optimize spending on channel partners to achieve objectives.
Provide inputs for new products and sales pitches based on channel needs.
Identify training needs for in-house and channel partner teams.
Identify innovative methods to enhance database penetration.

Ensure the Right Method of Business Acquisition:
Regularly scrutinize business performance and maintain quality checks.
Monitor customer complaints and adhere to defined resolution timelines.
Take necessary actions against defaulting employees on quality/conduct parameters.

Persistency:
Maintain regular MIS flow and communication with channel partners.
Resolve queries promptly to ensure timely renewals.
Conduct fortnightly renewal status reviews internally.

Building New Business Opportunities:
Identify innovative methods to enhance database penetration.
Provide inputs for new products and sales pitches based on channel needs.
Identify training needs for in-house and channel partner teams.

Job Purpose of Direct Reports:
Cluster Manager / Senior Cluster Manager:
Drive insurance business from assigned relationships/channel partners.
Provide pre and post-sales support and services to relationships and clients.
Ensure consistent business growth every quarter.

To apply for this role please share your resume at ca***r@iq***************s.com.

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Keyskills:   sales cluster management insurance training regional management insurance operations performance management life insurance