Birla Sun Life Insurance - Treasure Relationship Manager

- To derive Insurance Business from assigned Bank in an area or zone

- To convince the Bank RMs so that they can convince their customer to invest in Birla Sunlife Insurance.

- To ensure all the pre / post sales support & services to the Bank as well as to the clients

- Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter

- Focus on the Quality of Business from day 1 so that Leakage, Persistency, Surrenders and Customer Complaints are as per the norms

Accountability Supporting Actions

Achieve Targets (Premium & Revenue) in order to contribute in overall growth of the company

1. Continuous interaction with the mapped RMs / Customers

2. Going on Joint Calls with the RMs

3. Regular Training and Skilling of RMs

4. Focus on Quality aspect from day 1

Executes smooth function of the sales and other processes in order to maximize business potential.

1. Communicate any process change or change in any rules and regulations by the help of different training module.

2. Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blocks

Execute the right method of business acquisition in order get the profitable mix for the organization

1. Scrutinize the business on regular basis and give the relevant information to superiors

2. Interact with the customers through welcome / service calls

Achieve Persistency targets as per the company norms so that renewals take place on time

1. Communicate with customers and resolve queries as and when required to ensure that renewal takes place on time

2. Be in touch with the customer so that Service issues can be handled