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Assistant Relationship Manager
3 months ago
APosition Overview
Position Title
Wealth Planning Consultant/ Executive WPO/ Senior WPO
Department
Agency
Level/ Band
/Officer
Role Summary:Responsible for Sales, Relationship Management and Customer Orientation & Reporting.
B Organizational Relationships
Reports To
Sales Manager
Supervises
Individual Contributor
C Job Dimensions
Geographic Area Covered
NA
Stakeholders - Internal
Agency Sales
Stakeholders - External
NA
D Key Result Areas
Sales
·Achieve the Productivity & FYP Targets
·Acquire New Customer through following:
·Natural market
·References
·Up- sell & Cross Sell the Orphan Base of Customers allocated.
·Ensuring timely issuance of policies by resolving pending etc
Relationship Management
·Render service to all allocated customers
·Adhere to the customer touch-point engagement in order to service his portfolio of customers.
·Maintaining the desired persistencyrati
Customer orientation & reporting/ (MIS)
·Implement and adhere to Need Based Selling Model.
·Adhere to Activity management framework advised
·Follow – up on their database / leads provided by Lead Management System (Orphan/ New Prospects.
·Update the LMS (Lead management System) on a daily basis.
·Adhering to the Training Road map.
·Providing timely reports to the Supervisor / Area manager as per the requirement.
·Adhering to the TALIC code of conduct
Risk
·Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.
E Skills Required
Technical
§
Behavioral
Essential
Desired
Interpersonal skills
·
Communication skills
·
Creative thinking skills
·
Supervising/Leadership skills
·
Teamwork Skills
·
Influencing skills
·
Relationship Building skills
·
Decision making skills
·
F Incumbent Characteristics
Essential
Desired
Qualification
Graduate
Post Graduate (MBA or relevant degrees)
Experience
Minimum 1 – 2 years of experience in Sales
Fresh Post Graduates
