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Relationship Manager

Published date: 2024/01/10
  • Location: Bhubaneshwar, Orissa, India
Visit assigned Partner Branches and interact with Bank Branch Managers & SPs as per SOP
- Interact with customers to explain the products and solutions. Assist and complete the documentation as per guidelines
- Ensure Sales Targets assigned are met on every parameter
- Help branches assigned achieve Insurance Sales Targets

B Organizational Relationships

Reports To
Area Sales Manager

Supervises
NA

C Job Dimensions

Geographic Area Covered
7-10 Branches / Cluster / Region (As per requirement)

Internal Stakeholders
Training

Branch Operations & Underwriting

Distribution Operations

External
Channel Partner

D Key Result Areas

Organization Process
Key Contributions

Sales
· Achieve pre-set business targets on WNBP & Product Mix, case count, active branch, active sales staff and various KPIs for designated branches

· Working jointing with the Branch Manager/ SP on Business Implementation plan

· Driving and motivating the branch staff along with Bank SP and providing support for logging in applications sourced
Company Name: Tata AIA Life

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