Relationship Manager

6 days ago

Aizawl, India Tata AIA Life Insurance Full time
JOB DESCRIPTION
A Position Overview
Position Title
Relationship Manager – CSC Relationship
Department
CSC - Partnership Distribution
Level/Band
Executive
Grade
205
Role Summary
·Provide support in Sales of Life Insurance business through CSC’s Village level Entrepreneurs (VLEs) in 3-4 districts basis mapping in base state/other states.
·Assist VLEs during policy login journey.
·Ensure issuance of policies withing TAT by resolving all pending.
·Relationship management with CSC Hierarchy, District Managers, and Insurance SPOC of CSC in the state/region.
·Influence CSC District Managers (DMs) for majority wallet share in the district.
·Provide MIS support to the DMs and Insurance SPOC.
B Organizational Relationships
Reports To
Area Manager - CSC Relationship
Supervises
NA
C Job Dimensions
Geographic Area Covered
Partner VLE geography in 3-4 districts in the same state/neighboring states
Internal Stakeholders
Internal Training, Distribution Operations, Operations, Channel Marketing, F&A, HR
External
External Channel Partners-CSC
D Key Result Areas
Organization Process
Key Contributions
Sales
·Drive wallet Share in the allotted districts
·Build relationship with VLEs, DMs and Insurance SPOC of CSC to achieve pre-set business targets on NOP, ANP & Productivity
·Capability of Self Lead Generation.
·Working jointly with the Area Manager on Business plans
·Driving and motivating the VLE & DMs and providing support for logging in applications sourced
·Prospect and meet customers within and outside the allotted VLE geography as when required
Relationship Management
·Relationship management with CSC Hierarchy, District Managers, and Insurance SPOC of CSC in the state/region
·Influence CSC District Managers (DMs) for majority wallet share in the district
·Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the CSC
·Provide all possible support to CSC as a face of parent company
·Effectively execute all Marketing activities
·Ensuring timely issuance of policies with resolving all pending etc.
·Assist partner through training scheduling and customer service
Ensure Compliance
Ensure compliance to internal sales process & other compliance standards
Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team
MIS
Providing timely reports to the VLEs, DMs and Supervisor as per the requirement.
·Adhering to the TALIC code of conduct.
E Skills Required
Technical
·Insurance\BFSI Background
·Understanding of Prospecting and Sales
·Customer Service - Problem Solving skills
Behavioral
Essential
Desired
Interpersonal skills
*
Communication skills
*
Creative thinking skills
*
Supervising/Leadership skills
*
Teamwork Skills
*
Influenc

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