Relationship Manager – Retirement & Pension

PFB sample roles and responsibility for NPS channel:

Sourcing business through large corporate & PSUs for retirement benefits & viz. Annuities & NPS, by managing the end-to-end sales cycle.

Driving customer engagement through portal for retirement planning.

Acquiring business through existing book of mapped accounts by increasing engagement, enabling awareness sessions, consultations, competitive comparisons, etc.

Retirement and Pension

Reduced average case issuance time from 35 days to 15 days.

Developing and maintaining relationships with state and central govt. nodal officers for sourcing of NPS annuities.

Connecting with govt. department heads for PFM awareness session approvals.

Conducting PFM sessions to increase NPS awareness and drive AUM growth within assigned territory and target

Responsible for business development and operations of NPS annuities for Alloted area

Role includes 3 primary responsibilities -

Business Development:

Responsible directly as well as indirectly for entire NPS annuity target of west zone

Developing and nurturing relationships with corporate and government nodal officers for business development

Conducting seminars and webinars for end customers to create awareness and drive business

Operations:

Supervising end to end operations from document pickup and application login to case issuance

Liaising with central underwriting team daily for solving discrepancies case by case.

Training:

Training frontline sales people and empowering them with power pitches, market info, one pager brochures etc.