Relationship Manager- CAB - Pan India
Edelweiss Life Insurance Company Limited
Description
Group Company:
Designation: Relationship Manager - CAB (700066)
Office Location:
Years of experience: 2 to 6
Salary Range: INR to (Annual)
Position description:
Please Click here to view the Job Proposition
Job Purpose:
To Drive business through channel partner's sales team and distribution network.
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Key Responsibilities
Responsibilities
- To Build strong relationship across the partner network
- To Grow the business by driving sales of ETLI products through partner sales team
- To Organize catch-up meetings with partners and their clients to introduce ETLI products in their portfolios.
- To Activate maximum number of mapped sub-brokers/RMs/Lead Generators on a monthly basis
- To Ensure smooth issuance of all cases from start to finish and maintain persistency of all issued policies
- To Prepare and send daily report on meetings and sales numbers to all stakeholders
- To Track the status of logged in policies in the central MIS
- To Update on the tasks assigned for driving focused business through the task MIS
- To Maintain and update the persistency data of the assigned cases
- To Train partner RMs on ETLI products and processes
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Specific Authorities( Financial & Non Financial): NA
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Key Performance Indicators:
- Number of Policies Target Achievement =100 %
- Premium Target Achievement =100%
- Partner activation Target Achievement =100%
- Persistency Target Achievement =100%
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Job Requirements:
· Number of Policies Target Achievement =100 %
· Premium Target Achievement =100%
· Partner activation Target Achievement =100%
· Persistency Target Achievement =100%
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Qualifications:
Graduate / Post Graduate
Experience:
2 – 6 years of relevant in Insurance Sales in Broking / Banca Sales
Functional Competencies
- Sales Process Implementation
- Partner Management
- Competition Benchmarking
- Understanding the Customer
Behavioral Competencies
- Anticipate and leverage business opportunities
- Work with strategic foresight
- Take accountability for results
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Key Interactions
Internal : Nature or purpose of interaction
**Sales:**Business updates and Customer Connect
Non Sales LOB :
External: Nature or purpose of interaction
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Additional Responsibilities:
Reporting Team
- Reporting Designation: Area Manager - CAB (700067)
- Reporting Department: Corporate Agent & Broker (000268)
Educational qualifications preferred
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Specific requirements
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Eligibility Criteria
- Experience: 2+ years
- Seniority: Entry Level
- Education: Bachelor's degree required
- Languages: English
About Edelweiss Life Insurance Company Limited
Edelweiss Life Insurance | 70,961 followers on LinkedIn. Edelweiss Life Insurance (formerly Edelweiss Tokio Life Insurance) established nationwide operations in July 2011 with an immovable focus on protecting people's dreams and aspirations. The company has been focussed on bringing innovation, simplicity, and a new-age approach to life insurance, aligned with the expectations of the customer to
