Sr Relationship Manager

To create network of high performing Partner and promulgate initiatives within each Partner to achieve sales & productivity targets through sustainable partnership. Recruit, Coach, Mentor, Support and Retain Partner and Drive them to achieve New business productivity & Renewal Targets

KEY RESPONSIBILITIES

Identify and Recruit the prospective Partner.

Selection to on boarding of the Partner and responsible for Partner income

Own the operational aspects of coding of a new Partner and other day to day interactions

with support functions whenever required.

Engage initiatives to ensure Managing Partner - PO productivity

To achieve the assigned recruitment target of partner office; assigned through various

Recruitment activities

Actively involve the PPs in activities pertaining to Recruitment and New Agent Activation

Responsible for Advisor Activation, Creation and Retention

Ensure compliance to all internal processes and other compliance standards as set by the

Company or the Regulator.

Plan goals & performance needs for Partner in a periodic manner

Set weekly production target for Partner Office

Identify development needs and work with team to schedule appropriate technical,

product and skills training and coaching. Develop Partner in line with career development

training requirements of the Company.

Help whenever needed in prospecting activity in the field by joint field work activity with

Partner.

Motivate by providing support, recognizing good performances and arranging appropriate

team-building activities.

Operate as a product Subject Matter Expert and run Train-Audit-Retrain cycle on skills

of Partners.

Conduct weekly / monthly meeting to review performance, disseminate Company

information, address common problems and concerns and rally the Partner to achieve

goals.

Make necessary decisions based on Partner performance.

Ensure submitting DSR through companys sales report management tool.

Maintain up to date knowledge of all insurance products and company regulations.

Stay informed about industry trends, competitors offerings and regulatory updates

MINIMUM/SPECIFIC EXPERIENCE

Graduate/ Post Graduate in any discipline

Good communication skills English & regional language (mandatory)

Age group 25-38 years

Min 2 years of sales experience

Preferably has own conveyance

Previous experience of Insurance industry is preferred

Competencies and Skills

1. Competency- Result Orientation
   Definition-
   Encourages the team to set challenging yet achievable sales, recruitment and persistency goals (13th and 25th month)

Regularly reviews self and team performance on KPI, incentive targets and provides feedback to help them improve

Recognizes and rewards team members who consistently exceed their sales, recruitment and persistency targets (KPI)

Skillset required-

Goal Setting, Time Management, Target Focus, Performance Review, Feedback Use

1. Competency - Sales Orientation
   Definition-
   Proactively researches and stays updated on new life insurance products and services

Identifies customer needs and recommends appropriate solutions

Develops strong relationships with existing customers to drive repeat business

Meets or exceeds monthly/quarterly sales targets

Skillset required-

Product Knowledge, Prospecting, Communication, Customer Understanding, Closing Skills

1. Competency- Customer Delight
   Definition-

Proactively identifies and addresses customer needs and concerns

Knows customer segments in the locality and develops strong relationships with customers to foster loyalty and trust

Provides product knowledge training to sales team to enhance customer experience

Analyzes customer feedback and implements improvements to processes and services

Skillset required-

Customer Service, Relationship Building, Active Listening, Problem Solving, Feedback Handling

1. Competency- Work Ethics
   Definition-
   Promotes a culture of integrity and ethical behavior within the team

Ensures sales practices comply with relevant laws, regulations, and industry standards

Provides guidance to sales representatives on ethical dilemmas and decision-making

Takes prompt action to address any unethical conduct or misconduct towards brand values

Skillset required-

Integrity, Compliance, Fairness, Responsibility, Ethical Behavior

1. Competency - People and Team Leadership
   Definition-
   Communicates a clear vision and strategy for the team to achieve organizational objectives

Motivates and inspires the team to perform at a high level

Delegates tasks and responsibilities effectively to leverage team members' capabilities

Provides constructive feedback and coaching to help team members develop their skills

Skillset required-

Motivation, Teamwork, Delegation, Coaching, Support

1. Competency - Recruitment/Distribution Skills
   Definition-
   Proactively identifies and maintains a diverse pipeline of potential advisors and partners using established criteria, competitor mapping, and professional networking.

Develops and delivers a compelling value proposition that clearly articulates the career opportunity, compensation, and support structure, effectively influencing and convincing high-potential advisors and partners to join the team.

Skillfully anticipates and manages advisor objections through clear communication, factual evidence, and motivational techniques.

Effectively leverages existing networks, professional referrals, and natural market opportunities to consistently generate quality leads for distribution expansion.

Demonstrates the ability to attract established and high-performing distributors or teams from competitor organizations by highlighting the unique advantages and growth opportunities the company offers.

Ensures a good selection process is followed, and successful recruits are smoothly integrated by providing initial training and necessary resources to facilitate a fast start in the role.

Skillset required-
Lead Generation, Networking, Prospecting, Communication, Interviewing