Relationship Manager

2 weeks ago

Bengaluru India Tata AIA Life Full time

Job Description Role description JOB DESCRIPTION Position Overview Role Summary: Organizational Relationships Job Dimensions Geographic Area Covered: As per mapped branch & city Stakeholder Internal: NPS Sales Force External: Consumers 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 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: Good Knowledge of MS Office Behavioral Essential . 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. Incumbent Characteristics Essential Desired

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