![Tata AIA Life Insurance](https://media.trabajo.org/img/noimg.jpg)
Executive Relationship Manager
2 weeks ago
JOB DESCRIPTION
Position Title
Executive Relationship Manager S2S
Department
Direct Distribution – Direct Sales Force
Level/ Band
Officer (103)
Organizational Relationships
Reports to Direct
Sales Manager
Job Dimensions
Geographic Area Covered
As per mapped branch & city
Stakeholders - Internal
DSF Sales Force
Stakeholders - External
Exiting Tata AIA Consumers
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
Customer 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.
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
10+2
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 )
Competency
Competency For
Wealth Planning Officer
Proficiency Scale
Proficiency Scale Description
Consumer Focus
Understands the consumer life cycle, makes him/her feel valued and provides a value proposition suitable to the customer and make him/her a brand ambassador by making use of functional knowledge and expertise.
1
Responds to all consumers in a positive way as prescribed and attends to consumers stated needs. Establishes relationship with assigned consumer base and provides them with the required services. Is aware about organization’s key offerings with regard to products and services and tries to match them to the needs of the consumer. Supports persistency through renewal collection for the assigned base and by making every effort to retain consumers by explaining features, advantages and benefits and alternate options available through out the life cycle of the policy.
Building and Managing Relationships
Collaborating with key stakeholders and team members to build positive working relationships based on confidence, trust and sensitivity to facilitate the accomplishment of common work/ business goals.
1
Focused on serving allocated customer base and reaches out to them or new and repeat business. Is comfortable to reach out to stake holders whenever a need arises. Aware about the importance of commitment and respect while dealing with stakeholders and acts accordingly.
Effective Communication
Able to communicate accurately and concisely with various stakeholders by adapting communication methods based on situation and well reasoned arguments to convince and persuade stakeholder to achieve win-win situations.
1
Can adapt to customers medium of interaction using the right language / socio-economic background focus based discussions. Well versed with multiple forms of communication suitable to make decision making easier. Maintains a positive body language while interacting with various stake holders.
Taking Ownership
Achieves results by taking responsibility proactively and by making timely decisions with speed & urgency.
1
Is aware of the results to be delivered and does what is required to achieve the results. Stays focused on delivering tasks for which he/she is accountable. Escalates issues to seniors and waits for their inputs before proceeding further.
People Management
Develop and manages individuals and team performances through constructive feedback, coaching and mentoring.
1
Understands various roles and functions of team/ branch members and aligns well to own role. Comes across as a team player.
-
Customer Relationship Management Executive
2 weeks ago
bangalore, India Snaphunt Full timeThe Offer Role involving team management opportunities Attractive compensation package Opening within a company with a solid track record of success The Job This is a full-time on-site role for a Customer Relationship Management Executive. The Customer Relationship Management Executive will be responsible for managing client relationships, ensuring...
-
Customer Relationship Management Executive
3 weeks ago
bangalore, India Eleanor Technologies Pvt Ltd Full timeEleanor Technologies was primarily started by a group of Individuals with a lot of enthusiasm to succeed in the field of Business Process Outsourcing. With an aim to work for NGO's and work towards the goal to help out the needy people in Bangalore. We are a key domestic BPO solution company in Bangalore offering business process outsourcing services for...
-
Relationship Manager
6 days ago
bangalore, India Arting Digital Private Limited Full timePosition Title: Relationship Manager CTC: 7LPA Exp: 2+Location :BangaloreWorking Mode: OnsitePrimary Skill: Motor Insurance, Communication skills Qualification: Any Graduate Roles and responsibility: Building relationship with stakeholders (Dealership, Insurance Companies) for Sales and Service Development of Motor Dealer channel across location...
-
Relationship Manager
2 months ago
bangalore, India Mudrex Inc. Full timeMudrex is a Y Combinator-backed platform on a mission to democratize investing, with the primary goal of making crypto investing easy and accessible to everyone. Our flagship product, Coin Sets, which focuses on simplifying investing, is loved universally. We are growing rapidly- today, the Mudrex family is 1 million strong and counting. And to sustain and...
-
Relationship Manager
4 weeks ago
bangalore, India Mudrex Inc. Full timeMudrex is a Y Combinator-backed platform on a mission to democratize investing, with the primary goal of making crypto investing easy and accessible to everyone. Our flagship product, Coin Sets, which focuses on simplifying investing, is loved universally. We are growing rapidly- today, the Mudrex family is 1 million strong and counting. And to sustain and...
-
Junior Relationship Manager
4 weeks ago
bangalore, India AANTRIK Full timeRelationship Manager is pivotal to the smooth operation of the studio. Below is a detailed definition of the role and additional responsibilities that could be included.Client Relationship ManagementServe as the primary point of contact for clients, building and maintaining strong relationships.Address and resolve client concerns promptly to ensure...
-
Client Relationship Manager
2 months ago
bangalore, India AANTRIK Full timeRelationship Manager is pivotal to the smooth operation of the studio. Below is a detailed definition of the role and additional responsibilities that could be included.Client Relationship ManagementServe as the primary point of contact for clients, building and maintaining strong relationships.Address and resolve client concerns promptly to ensure...
-
Client Relationship Manager
2 months ago
bangalore, India AANTRIK Full timeRelationship Manager is pivotal to the smooth operation of the studio. Below is a detailed definition of the role and additional responsibilities that could be included. Client Relationship Management Serve as the primary point of contact for clients, building and maintaining strong relationships. Address and resolve client concerns promptly to ensure...
-
Relationship Manager/Sales Executive
2 weeks ago
bangalore district, India NEUBERG SUPRATECH REFERENCE LABORATORIES Full timeJob Role Marketing Executive Job Schedule No. of Opening 1 Job Description Relationship Manager/Sales Executive Any Graduate with excellent communication skills Experience: 1- 3 years in healthcare (mandatory) Send us your resume to: | For more Information: Anand Diagnostic Laboratory (A Neuberg Associate) Aanand Tower, 54, Bowring Hospital...
-
Relationship Manager/Sales Executive
3 months ago
bangalore district, India NEUBERG SUPRATECH REFERENCE LABORATORIES Full timeJob Role Marketing Executive Job Schedule No. of Opening 1 Job Description Relationship Manager/Sales Executive Any Graduate with excellent communication skills Experience: 1- 3 years in healthcare (mandatory) Send us your resume to: | For more Information: Anand Diagnostic Laboratory (A Neuberg Associate) Aanand Tower, 54, Bowring...
-
Relationship Manager/Sales Executive
4 weeks ago
bangalore district, India NEUBERG SUPRATECH REFERENCE LABORATORIES Full timeJob Role Marketing Executive Job Schedule No. of Opening 1 Job Description Relationship Manager/Sales Executive Any Graduate with excellent communication skills Experience: 1- 3 years in healthcare (mandatory) Send us your resume to: | For more Information: Anand Diagnostic Laboratory (A Neuberg Associate) Aanand Tower, 54, Bowring...
-
Customer Relationship Management Executive
1 week ago
bangalore, India Aspire Fertility Center Full timeJob Description:We are looking for an experienced customer relations executive to join our team. As part of the CRM team, you will ensure that our patrons receive great customer service. You will be responsible for promptly addressing inquiries and resolving any issues. If you are an expert in handling client inquiries, adept at collaborating with other...
-
Customer Relationship Executive
2 weeks ago
bangalore, India Brewtal Full timeCompany Description Brewtal is a company based in Bengaluru that has invented a tea vending machine to provide home-style, flavorful tea for Indian offices. The machine crafts tea by boiling, using real masalas, and allows users to choose their preferred tea-milk ratio. Brewtal is committed to providing tea lovers with their preferred taste and is...
-
Customer Relationship Management Executive
2 weeks ago
bangalore, India Aspire Fertility Center Full timeJob Description: We are looking for an experienced customer relations executive to join our team. As part of the CRM team, you will ensure that our patrons receive great customer service. You will be responsible for promptly addressing inquiries and resolving any issues. If you are an expert in handling client inquiries, adept at collaborating with...
-
Relationship Manager
1 week ago
Bangalore City, India Anand Rathi Share and Stock Brokers Ltd Full timeAn Account Manager (AM) role is to support the Relationship Manager (RM) inbuilding and maintaining wealth management business.Qualification MBA in FinanceCTC Offered upto 6LLocation BangaloreRoles & Responsibilities Financial Planning, Portfolio Strategy, Reporting & Client ServicingAssisting the RM in making of financial plans for clients keeping in mind...
-
Junior Relationship Manager
4 weeks ago
Bangalore Urban, India AANTRIK Full timeRelationship Manager is pivotal to the smooth operation of the studio. Below is a detailed definition of the role and additional responsibilities that could be included. Client Relationship Management Serve as the primary point of contact for clients, building and maintaining strong relationships. Address and resolve client concerns promptly to ensure...
-
Junior Relationship Manager
4 weeks ago
Bangalore Urban, India AANTRIK Full timeRelationship Manager is pivotal to the smooth operation of the studio. Below is a detailed definition of the role and additional responsibilities that could be included.Client Relationship ManagementServe as the primary point of contact for clients, building and maintaining strong relationships.Address and resolve client concerns promptly to ensure...
-
Client Relationship Manager
2 months ago
Bangalore Urban, India AANTRIK Full timeRelationship Manager is pivotal to the smooth operation of the studio. Below is a detailed definition of the role and additional responsibilities that could be included.Client Relationship ManagementServe as the primary point of contact for clients, building and maintaining strong relationships.Address and resolve client concerns promptly to ensure...
-
Relationship Manager
3 months ago
bangalore, India Varthana Finance Private Limited Full timeWe are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We’ll rely on you to find ways to outperform our competition and maintain our company’s positive image. To succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams and build rapport with customers....
-
Relationship Manager
4 days ago
Bangalore City, India Anand Rathi Share and Stock Brokers Ltd Full timeAn Account Manager (AM) role is to support the Relationship Manager (RM) in building and maintaining wealth management business. Qualification MBA in Finance CTC Offered upto 6L Location Bangalore Roles & Responsibilities Financial Planning, Portfolio Strategy, Reporting & Client Servicing Assisting the RM in making of financial plans for clients keeping in...