Relationship Manager

Proficient Minds

Job Purpose

To drive business through Channel Partners branch staff and distribution network

Key Responsibilities

- To generate leads through activities and use enablers for lead generation

- To have minimum of 3 new customer meetings in a day

- To provide after sales service and do upselling with the existing customers

- To ensure 100% branch staff activation every quarter

- To train and skill partner staff on need based selling and product sales pitch

To ensure 100% of branches with Min of 2-3 SP license holders and support them with the same

to drive business target achievements

Key Performance Indicators

- Monthly MWPI Target Achievements (issuance) = 100%

- Branch Activation > 60%

- 13th Month Persistency > 80%

- NOP Target Vs Achievements

Job Requirements

Qualifications: Graduate/Post Graduate in Any Discipline

Functional Competencies

- Customer Orientation

- Partner Management

- Planning

Behavioural Competencies

- Business Acumen

- Collaboration

- Execution Excellence

Key Interactions

Internal

Sales: To connect with Leaders on the Business updates and planning

Non Sales LOB: To connect with Branch Ops team to manage business logins & issuance

process

External

Bank: To maintain excellent cordial business relationship with each branch staff to deepen the

customer network of the bank branch.

Primary Responsibilities:

Reporting Team

Position Reports To: Cluster Manager - CSB ()

Reporting Department: Catholic Syrian Bank ()

• Experience

  0 - 1 Years

• No. of Openings

  1

• Education

  Higher Secondary, Professional Degree

• Role

  Relationship Manager

• Industry Type

  Insurance / Claims

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office