Relationship Manager

Responsibilities:
 The purpose of the job is to drive sales targets by maintaining positive relationships with the
channel partner and HDFC Life teams in the allocated branches/geography.
 Sales Achievement
 Set deadlines, plan reviews and drive sales targets throughout the team
 Drive the assigned sales target through assigned bank branches
 Organize meetings to discuss sales activities and take decisions on strategies necessary for
improvement
 Optimally use available technology platforms to service customers and provide quicker closures on
cases to the Lead Generators
 Relationship Building
 Network and build a strong relationships with bank leadership and staff of the bank branches
assigned

 Connect with employees of the bank branches regularly to train them on insurance, and HDFC Life
product offerings and understand issues/ concerns about selling insurance (if any)
 Ensure persistence through customer meetings and follow-ups
 Ensure SP activation and achievement of the defined productivity
 People Management
 Recruitment, induction, performance management, and retention of FLS
 Assign and designate bank branches according to individual potential
 Ensure adherence to the sales management process within the team and their activation on sales
parameters
 Motivate and guide sales teams to improve performance and achieve set targets