Relationship Manager

JOB DESCRIPTION Job Title: Deputy Manager –Customer Advisory Team Band: 5B Reporting To: Assistant Vice President Incumbent: Department: Customer Advisory Team Supervising: JD defined on: Location:

KEY RESPONSIBILITIES:

 Maximize Paid to Applied Business in coordination with Issuance/underwriting team and finance

 Handling Centralized welcome calling Process.

 Reduction in Discrepancy ratio.

 WIP Management - GO actionable TAT, issuance TAT.

 Vendor Bill Management

 Manage Dashboards & Governance for field ops

 Field operation & HO coordination for field operation fulfillment support.

 Lead Employee engagement initiatives for CAT-ops

MEASURES OF SUCCESS:

 Paid to Applied Business ≥92%

 Ensure 100% welcoming calling on applied new business on time

 Minimize channel discrepancy ratio <5%

 Reduction in Business leakage <5 %

 Improvement in Employee engagement score

QUALIFICATION & EXPERIENCE

 Graduate in any discipline.

 5-7 years of experience in New Business.

 Life insurance experience is preferred

KNOWLEDGE & SKILL

 Excellent Inter-personnel skills  High internal customer centricity  Relationship building

• It is a Full Time Field Sales job for candidates with 1 - 6 years of experience.