Job Description

Position Title:Relationship Manager - Branch
- Department:Partnership Distribution
- Qualification:Graduate
- Experience:1 - 2 years in Sales
- Role Summary:
- Provide support in Sales of Life Insurance business to equity & securities customers at HDFC Securities branches & at customer premises across assigned locations

Reports To:AM/ TM
- Supervises:NA
- Geographic Area Covered:Zone/ Cluster
- Internal Stakeholders:Training / Branch Operations / Distribution Operations
- External:Channel Partner
- Key Result Areas

Organization Process

Key Contributions

Sales
- Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branches
- Working jointing with the Branch Manager on Business Implementation plan
- Tapping the right database of the branch and ensure authentic documentation
- Build relationship with the HDFC Securities branch staff 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 staff activation activation targets
- Work collectively with HDFC Securities staff 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

📌 Relationship Manager (Visakhapatnam)
🏢 Tata AIA Life
📍 Visakhapatnam