Relationship Manager

Job Description:

Responsibility Area

Key Responsibilities

KPIs

Agency Empanelment/Agent Recruitment

- Identify agencies/agents with high business potential to recruit quality agents/Empanelment brokers to drive business

- Provide daily information on club status, update them on new guidelines of the company to generate fresh leads

- Engage in recruitment of some different line of agents to focus on health and non-motor business

- Onboard OEMs / Dealers and Brokers in a timely manner to ensure presence in focus segments / geographies

- Gross Written Premium

- Loss Ratio

Agency Sales Growth

- Define targets for agents on month on month basis to give increase sales numbers

- Monitor agents and brokers business performance to ensure activation

- Providing renewal data on channel on timely basis to maintain renewal retention at desired levels

- Follow up with the channel and broker to timely renew the policies and encourage them increase online renewals

- Assess and consider all kinds of risk to make informed decisions

- Gross Written Premium renewals / retention budget

- Audit Score (Internal and External)

Agent Management & Training

- Interact with agents to nurture relationship for long term business commitment

- Take regular feedback from agents to identify any issues faced and propose solutions

- Conduct product trainings focused on cross selling for agents and brokers, motivate them to achieve targets

- Arrange new product training and product placement details for them to increase product awareness

- Agent/Broker retention

- Agency/Broker activation

1. Education and Experience Guidelines

Core experience

3-4 Years of working experience in Insurance sales

Preferable Knowledge/Experience

GI product knowledge

• DepartmentSales / BD
• IndustryBanking / Financial Services

SBI Life is one of the leading Life Insurance companies in India. We are a joint venture between India’s largest bank State Bank of India and the leading global insurance company BNP Paribas Cardif.State Bank Group has an unrivalled strength of over 23,000 branches across the country, making it the largest Banking group in India. With 198 foreign offices in 37 countries, SBI is truly an Indian multinational.It also features in the Fortune Global 500 list of the world’s biggest corporations