JOB DESCRIPTION
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Relationship Manager-Sales Trainee (Graduate)
Senior Relationship Manager-Sales Trainee (PG)
Role Title
Function/ Department
IB
1. JOB PURPOSE
(Summarize in one statement because the job exists; and how it contributes to the overall objective of the
company)
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To plan and achieve business targets in the area productivity, new premium, persistency.
Take responsibility for scanning the market for emerging opportunities.
To devise and implement sales strategy
2. PRINCIPAL ACCOUNTABILITIES
(Accountabilities associated with the Job)
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Responsible for managing a key relationship of a very reputed and demanding Bank.
Responsible for managing overall business for assigned area (4-5 branches) which involves business
development, sales, relationship management, operational and training support, identifying new
business opportunities, and meeting overall target assigned on recent business.
Responsible to establish productive, professional relationship with key personnel of assigned business
vertical.
Responsible for all operations, customer servicing and customer retention activities for the assigned
business verticals.
Responsible to drive business through credit life /group initiatives to achieve monthly, quarterly &
yearly business targets




Responsible for business tracking, analyzing and reporting business results at desired and periodic
intervals to reporting authority.
Responsible for compliant business practices and ensuring that employees of business vertical comply
with ethical business practices for Insurance sale.
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Ability to deal with HNI Clients.
Responsible to maintain high channel satisfaction ratings that meet company standards
3. SKILLS AND KNOWLEDGE:
(Minimum acceptable proficiency for this job which best indicates the education and/or experience
requirements of this job and not the incumbent)
a) Qualifications
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Graduate /Masters in business administration/ post- graduation in any stream.
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Communication in English, Hindi & other Regional Language (Local candidate will be preferred)
Keen to work in a highly competitive environment.
Right attitude & never say- die mind-set.
Effective planning, time management and organizational skills
Demonstrated ability to understand customer/partner issues and navigate to an appropriate resolution
leveraging business knowledge and technical aptitude.
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4. COMPENSATION OFFERED:
Graduate: 2.75 Lakhs + Incentives (potential to earn up to 60,000 per month)
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