Head, Relationship Management & Welfare Scheme

We are currently calling for applications on behalf of our client, a non-banking financial service institution who is seeking to recruit a seasoned professional for the post of Head, Relationship Management and Welfare Scheme.

Job Description:

The Manager will be primarily responsible to manage and provide all after sales service to all the businesses solicited by the Acquisition team across all locations. The Manager’s focus is to ensure that all such relationships stay in the company’s books. He /She should have worked very closely with Insurance Brokers and team members managing direct business. The Manager will also be responsible for developing the Welfare Scheme business for the company.

Principal Duties and Responsibilities:

• Taking handover of business acquired by the Acquisition team along with full details of the relationship and the broker handling the business.
• Ensuring yearly renewals of all the existing relationship.
• Aggressively purse with broker/clients for higher participation in all co assurance businesses.
• Pursue brokers not to reduce the company’s share in Co Assurance businesses
• Provide ongoing support to brokers to service the clients.
• Visit broker as per the visit roaster defined by the company.
• Liaise with technical & operation team for better pricing and customer service.
• Provide acquisition team ongoing support on market intelligence.
• Develop Welfare Scheme Opportunities with Govt , Associations , Co-operatives , Schools ,
• Universities, Unions etc .
• Ensure each team members are able to perform as per the company laid down criteria’s.
• Submit Weekly / Monthly reports for the unit.
• Lay down processes on how the unit is going to function.
• Drive the financial targets.
• Identify other group life businesses.
• Coordinating the training programs outlined for the team members
• Performance measurement for each team members.
• Other functions as assigned from time to time.

Minimum Qualifications:

• Minimum of First Degree
• Minimum 15 years relevant experience in Sales Management
• Insurance Industry experience is an added advantage

Competency and Skills Requirements:

Required Knowledge, Skills and Abilities:

• Prior experience in running independent Profit Center
• Very strong organizational skills
• Goal Oriented
• Analytical
• Entrepreneurship Ability
• Ability to work under tight deadlines while performing multiple tasks
• Sales and Performance Management
• Ability to work under pressure
• Numerate

Generic Skills

• Strong personality and charisma
• Proactive
• Critical Reasoning
• Resilience, Tenacity and Integrity
• Interpersonal skills
• Communication (oral & written)