Relationship Manager

4 days ago

Faridabad, India Tata AIA Life Insurance Full time

JOB DESCRIPTION Position Title Relationship Manager Department Direct Distribution – Direct Sales Force Level/ Band Officer Reports to Direct Sales Manager Geographic Area Covered As per mapped branch & city Stakeholders - Internal DSF Sales Force Stakeholders - External Exiting Tata AIA Consumers Organizational Relationships Job Dimensions Key Result Areas Sales Achieve the set business targets on ANP and case count Acquire New Customer through following: Leads Natural market References Orphan base Fix meetings with the prospects to conduct need analysis and explain products Implement and adhere to Need Based Selling Model. Up- sell & Cross Sell the Orphan Base of Customers allocated. 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 targets Adhere to Activity management framework advised Follow – up on their database / leads provided by Lead Management System (Orphan/ New Prospects. Customer orientation & reporting/ (MIS) 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. 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 ​ Incumbent Characteristics Essential Desired Qualification Graduate Graduate Experience 0 -2 years’ experience 2 years’ experience with similar role Age Below 30 years Basic Competency Good Attitude Clear Communication ( Local Language ), Basic English language understanding / communication Basic Mathematics ( % calculation etc ) Disclaimer: This Job Description is indicative in nature. The duty list/Goal Sheet provided to you can vary from the aforesaid in view of Organisational need/requirement from time to time.

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