Relationship Manager Virtual Banca Hdfc

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 support for logging in applications sourced
• Tapping the right database of the branch and ensure authentic documentation
• Build relationship with the HDFC 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 staff and conduct joint sales calls as a team to achieve business nos.
• Seek commitment from the partner towards achievement of business objective

• Managing the relationship between internal team and channel partner so as to

Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner

• Provide all poss HDFC support to the channel partner as a face of parent company
• Effectively execute all Marketing activities as per Partners requirement
• Ensuring timely issuance of policies with resolving all pending etc.
• Adhere to the customer touch-point engagement in order to service his portfolio of customers
• To maintain the desired persistency ratio
• Prompt post-sales service with respect to all domains
• Strategize and interact closely with the HDFC branch manager on business plan execution

Preferred candidate profile

Experience in Life Insurance (virtual sales preferred)