Relationship Manager - PAN India @ Beechi Vidya Kendra

Job Description

Relationship Manager Reporting to Area Manager / Key Account Manager

To Drive business through channel partners sales team and distribution network.

Key Responsibilities

• To Build strong relationship across the partner network
• To Grow the business by driving sales of ETLI products through partner sales team
• To Organize catch-up meetings with partners and their clients to introduce ETLI products in their portfolios  

• To Activate maximum number of mapped sub-brokers/RMs/Lead Generators on a monthly basis
• To Achieve monthly / quarterly / annual business targets
• To Ensure smooth issuance of all cases from start to finish and maintain persistency of all issued policies
• To Prepare and send daily report on meetings and sales numbers to all stakeholders
• To Track the status of logged in policies in the central MIS
• To Update on the tasks assigned for driving focused business through the task MIS
• To Maintain and update the persistency data of the assigned cases
• To Train partner RMs on ETLI products and processes

Key Performance Indicators

• Number of Policies Target vs. Achievement
• Premium Target vs. Achievement
• Partner activation
• Persistency

Functional Competencies

Customer Orientation

Partner Management

Planning

Business Excellence

Collaboration

Execution Excellence

Experience

2 6 years of relevant in Insurance Sales in Broking / Banca Sales

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Rs 0 - 50K PM Rs 50K - 1 LPA Rs 1.0 - 1.5 LPA Rs 1.5 - 2.0 LPA Rs 2.0 - 2.5 LPA Rs 2.5 - 3.0 LPA Rs 3.0 - 3.5 LPA Rs 3.5 - 4.0 LPA Rs 4.0 - 4.5 LPA Rs 4.5 - 5.0 LPA Rs 5 - 6 LPA Rs 6 - 7 LPA Rs 7 - 8 LPA Rs 8 - 9 LPA Rs 9 - 10 LPA Rs 10 - 12 LPA Rs 12 - 14 LPA Rs 14 - 16 LPA Rs 16 - 18 LPA Rs 18 - 20 LPA Rs 20 - 22 LPA Rs 22 - 24 LPA Rs 24 - 26 LPA Rs 26 - 28 LPA Rs 28 - 30 LPA Rs 30 - 32 LPA Rs 32 - 34 LPA Rs 34 - 36 LPA Rs 36 - 38 LPA Rs 38 - 40 LPA Rs 40 - 42 LPA Rs 42 - 44 LPA Rs 44 - 46 LPA Rs 46 - 48 LPA Rs 48 - 50 LPA Rs 50 - 75 LPA Rs 75 Lakh - 1C PA Rs 1 Crore+ PA

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