Relationship Manager
4 weeks ago
Direct Distribution Pensions - Individual Business Relationship Manager - NPS 1 12
JOB DESCRIPTION
A Position Overview
Position Title
Assistant Relationship Manager – NPS / Relationship Manager – NPS / Sr. Relationship Manager - NPS
Department
Direct Distribution - NPS
Level/ Band
204
Role Summary:
B Organizational Relationships
Reports to
Sales Manager
Supervises
None
C Job Dimensions
Geographic Area Covered
As per mapped branch & city
Stakeholders Internal
NPS Sales Force
External
Consumers
D Key Result Areas
Sales
Achieve the set business targets on ANP and case count Acquire New Customer through following:NPS Leads / Natural market / References / Orphan base
·Fix meetings with the prospects to explain annuity products
Implement and adhere to Need Based Selling Model. Coordinate with Nodal officer for closure of policy Ensuring timely issuance of policies by resolving pending etc. Render prompt post sales service to all allocated customers with respect to all domains Adhere to the customer touch-point engagement in order to service his portfolio of customers. Maintaining the desired persistency ratio Strategize and interact closely with the supervisor on delivering on Business nos. Work collectively with the supervisor and conduct joint sales calls whenever required To develop and implement short term and long term plans to achieve sales targetsCustomer orientation & reporting/ (MIS)
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. Ensuring compliance to internal sales process Should be process & product champion to ensure adherence to TALIC policies and procedures. 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
§ Good Knowledge of MS Office
Behavioral
Essential
Desired
Interpersonal skills
·
Communication skills
·
Creative thinking skills
·
Supervising/Leadership skills
·
Teamwork Skills
·
Influencing skills
·
Relationship Building skills
·
Decision making skills
·
·Expertise in the usage of MS Office
·High levels of flexibility, adaptability to manage long hours, working under strict timelines to reach deadlines
F Incumbent Characteristics
Essential
Desired
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