Relationship Manager (Madurai)

Relationship Manager (Madurai)

07 Aug
|
Digit solutions
|
Madurai

07 Aug

Digit solutions

Madurai

Role Purpose: To drive banca-level engagement, sales conversion, and relationship depth across assigned

branches, while driving product mix.

What you own What does it mean?

Visit assigned branches and update Ojas Maintain MTD Partner Visits as per target, Log 100%

branch visits, SM interactions and actions in Ojas daily

Generate quotes and convert them into

issued policies

Maintain quote to conversion rate as per target by

timely follow-up, closure, and movement of quotes to

issuance.

Handle local rewards & recognition Improve branch-level activity participation rate monthon-month

Achieve quality-adjusted issued premium vs

target

Deliver issued premium target with focus on quality

business.

Share market insights with your manager Share weekly competitor & branch insights in the tracker

Maintain and grow branch market share Grow Digit share in assigned branches by improving

penetration, repeat business, and share of wallet.

What great performance looks like What does it mean?

Has good knowledge of Digit products Understands product suitability, and follow-up discipline

well enough to improve closure quality consistently.

Able to spot opportunities in the branch





early and influence branch managers

Identifies new pockets, branch opportunities, and

customer cases early and converts them into premium

uplift.

You stay aware of what competitors are

doing and share that information quickly Shares accurate competitor and branch insights quickly

enough for the team to respond in-market.

What capabilities you must build What does it mean?

Robust product knowledge Train SMs monthly on product basics and claims

Basic financial understanding

Read premium tables, understand pricing logic, and

judge which business improves quality-adjusted

premium.

Using CRM and data effectively

Track visits, quotes, and closures accurately in systems;

use data to prioritize follow-ups and show visibility on

progress.

Communication & negotiation skills High quality customer conversations; strong closure

ability

What you will impact:

- High revenue from each branch
- Better profitability for the channel with quality business
- Strong reputation of Digit with the partners.
- Ability to expand into more branches in the futur

📌 Relationship Manager (Madurai)
🏢 Digit solutions
📍 Madurai

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