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
- Driving and engaging the branch staff and providing closure support & logging in applications sourced
- 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.
- Adh

📌 Relationship Manager (Visakhapatnam)
🏢 TATA AIA LIFE INSURANCE
📍 Visakhapatnam