Assistant Relationship Manager

Job Description

  • Job Title Assistant Relationship Manager

Description



Designation: Assistant Relationship Manager - Bancassurance and Alliances (FOS_30), Assistant Relationship Manager - Bancassurance and Alliances (FOS_41), Assistant Relationship Manager - Bancassurance and Alliances (FOS_46), Assistant Relationship Manager - Bancassurance and Alliances (FOS_52), Assistant Relationship Manager - Bancassurance and Alliances (FOS_57), Assistant Relationship Manager - Bancassurance and Alliances (FOS_60), Assistant Relationship Manager (FOS_69), Assistant Relationship Manager - Bancassurance and Alliances (FOS_67), Assistant Relationship Manager - Bancassurance and Alliances (FOS_78), Assistant Relationship Manager - Bancassurance and Alliances (FOS_74), Assistant Relationship Manager - Bancassurance and Alliances (FOS_34), Assistant Relationship Manager - Bancassurance and Alliances (FOS_38), Assistant Relationship Manager - Bancassurance and Alliances (FOS_63)

Office Location: Bangalore - I Bengaluru (Branch Location), Bangalore - II Bengaluru (Branch Location), Bangalore - IV Bengaluru (Branch Location), Bangalore III Bengaluru (Branch Location), Chennai Chennai (Branch Location), Chennai II Chennai (Branch Location), Delhi - Karkardooma New Delhi (Branch Location), Delhi - Pitampura New Delhi (Branch Location), Delhi - Pusa Road New Delhi (Branch Location), Delhi - Pusa Road - III New Delhi (Branch Location), Delhi - Pusa Road II New Delhi (Branch Location), Delhi - Pusa Road V New Delhi (Branch Location), Fort - Mumbai Mumbai (Branch Location), GHATKOPAR Mumbai (Branch Location), Malleshwaram - Bangalore Bangalore (Branch Location), Marathalli - Bangalore Bangalore (Branch Location), Mumbai - I Mumbai (Branch Location), Mumbai - II Mumbai (Branch Location), Mumbai - III Mumbai (Branch Location), Mumbai - IV Mumbai (Branch Location)
Position description:
The job holder is a key member of a team responsible for managing the Max Bupa regional Sales through the Bancassurance partner.The job holder will work closely with the partner channel, particularly branch managers of the Banca partners, Customer Service and across the business to ensure the timely delivery of high value, high quality services to Banca beneficiaries.
Primary Responsibilities:

  • Achieve assigned annual target of the branch by driving sales across all customer segments- Business mix in terms of blended premium & no. of cases.
  • Maintain cordial relationship across all ranks and files of the branch and resolve escalations with in TATs
  • Support bank's sales force in terms of various activities
  • Joint sales calls to generate leads
  • Update branch manager on accurate records of referrals received from all constituents of the branch
  • Adhere to the TATs on first customer contact & follow ups from the date the lead is being registered
  • Service branch customers for any query
  • Regular product training / refresher to the sales force of the branch
  • Ensure activation of bank's sales force on a weekly, fortnightly, and monthly basis
  • Drive productivity by right advising of health insurance solutions
  • Measure penetration across relationship manager, client base / branch base
  • Update MBHI lead management system
  • Engage in branch customer awareness program and explore every possible opportunity to bundle the health insurance proposition
  • Create mindshare across branch leadership team
  • Drive effectively the Reward and recognition programs launched for the bank staff

Reporting Team
  • Reporting Designation: Regional Sales Manager - Bancassurance and Alliances (Non-FOS_64)
  • Reporting Department: Bank of Baroda (SD 5a)

Educational qualifications preferred
  • Category: Bachelor's Degree

Required work experience
  • Role: General Insurance (Bancassurance only). Relationship Management/ Investment & Wealth Advisory (Banks) . Has demonstrated capabilities of managing Affluent in previous roles
  • Years of experience: 2 to 3

Key Performance Indicators:
  • GWP-New
  • GWP-Renewal
  • Compliance & Audit Adherence
  • Claim

Required Competencies: true
Required Knowledge: true
Required Skills:
  • Good in relationship management
  • Strong communication and presentation skills
  • Customer and issues resolution focussed
  • Persuading and influencing

Key Relationships:
Internal
  • Operations


External
  • Respective Bank representatives



Designation: Assistant Relationship Manager - Bancassurance and Alliances (FOS_30), Assistant Relationship Manager - Bancassurance and Alliances (FOS_41), Assistant Relationship Manager - Bancassurance and Alliances (FOS_46), Assistant Relationship M


Experience: 2.00-4.00 Years

   
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