| Organization Process | Key Contributions |
| Sales | · Responsible and accountable for Channel Partner’s Sales/ Business Targets for the allocated branches · Assist /help RM to generate leads and log in prospective applications · Driving and motivating the branch staff along with RM and providing support for logging in applications sourced · Tapping the right database of the branch and ensure authentic documentation · Build relationship with the Relationship Manager and ensure the business targets and Productivity targets of the allocated branches are met effectively · Prospect and meet customers within and outside the Branch as when required · Work collectively with RM and conduct joint sales calls as a team to achieve business nos. · Seek commitment from the partner towards achievement of business objective
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| Relationship Management | · Managing the relationship between internal team and channel partner so as to Foster sales for the company · Provide all possible support to the channel partner as a face of parent company
· Effectively execute all Marketing activities as per Partners requirement · Ensuring timely issuance of policies with resolving all pending etc. · Adhere to the customer touch-point engagement in order to service his portfolio of customers · To maintain the desired persistency ratio · Prompt post-sales service with respect to all domains · Strategize and interact closely with the RM on business plan execution
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| MIS |
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