Relationship Manager - Hdfc Securities

Role & responsibilities

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 motivating 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 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

Preferred candidate profile

1-2 years experience in Life Insurance sales