Role Profile: Relationship Manager, CPC - Bancassurance

I. Job scope and responsibilities

Basic Information on the role
Role Title- Relationship Manager - Bancassurance
Department- Bancassurance
Function - FLS-Bancassurance

Location-

1) Raipur-

2)Jabalpur

3)Rewa

4)Bhopal

5)Guna

6)Ratlam

7)indore

Reporting Manager Role- Territory Sales Manager Bancassurance

Purpose of the Job

1. Broad objective of the role
2. Drive business through Bancassurance engage with officers at centralized processing cells of the SBI and identify opportunities of including insurance products to loan applications to maintain desired product mix and achieve sales target
3. Operating Network
4. Key External
5. Key Internal
6. Underwriting team, Marketing team, Operations team, Claims team.

Responsibility Area

2. Key Responsibilities KPIs- Banca Business Growth (CPC)
4. Identify opportunities to include insurance products to different loan applications processed by SBI
5. Identify opportunities to maintain product mix to achieve top and bottom line while maintaining defined LR and COR.
6. Identify customers for upsell and Cross-sell opportunities to achieve set business plan
7. Gross Written Premium
8. Gross Written Premium from new / in focus / region / new products / Cross-Sell
9. Loss Ratio

Business Performance Review

Conduct meetings with new customers, visit the corporate clients to understand any issues

Conduct periodic reviews with banks officials to drive business numbers and address any concerns which may be hampering business

Assess and consider all kinds of risk to make informed decisions
Audit Score (Internal and External)
Relationship Management

Provide detailed information about new products and new selling techniques to grow the business

Develop and maintain relationship with all the key stakeholders at the Banca partners to achieve increase volume growth.

Identify and motivate suitable candidates for SP program
GWP from Focus Products

SP Activation parameter

Education and Experience Guidelines

Education Qualifications
Graduate in any stream
0-6 years of work experience in sales of GI Insurance industry