A) Business Quadrant

- To consistently acquire new business partners
- Enhance and develop distribution channels
- To achieve targeted sales volume
- Identify and onboard business partners with a strong customer base
- Activate business partners and ensure a steady flow of leads
- Organize regular product and sales training sessions with input from relevant teams
- Monitor the quality of business sourced through partners and ensure effective product penetration
- Develop and manage incentive campaigns with stakeholder approvals
- Achieve targets set by the business head, including active partner acquisition, amounts mobilized, products sold, and SIP persistency

B) Process Quadrant

- Adherence to SOPs
- Operations processes
- Sales & performance Reports
- To ensure effective risk management & policy adherence
- Manage all aspects of the Standard Operating Procedures (SOPs) for the BPG team
- Ensure compliance with offline and online processes to protect client mapping and RM assignments
- Update Management Information Systems (MIS)



as scheduled and share with the Business Team
- To help the risk team by ensuring process adherence like documentation, KYC & client profiling
- Support the risk team by ensuring process adherence, including documentation, KYC, and client profiling, and comply with all regulatory requirements and organizational policies

C) Customer Quadrant

- Customer satisfaction management & measurement
- Ensure the successful implementation of 'Mission Happiness' for all relevant clients
- Ensure that complaints are recorded properly and resolved within agreed turnaround times (TATs)
- Develop and adhere to escalation matrices to handle issues effectively

D) Learning Quadrant

- Focus on ongoing personal and qualified growth to maintain business relevance
- Adhere to all relevant tests, standards, and necessary certifications consistently

📌 Relationship Manager - Business To Distributors (Gurugram)
🏢 Sun Life
📍 Gurugram