Relationship Manager

3 weeks ago

Chandigarh, Chandigarh, 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

- NA

Behavioral

- Interpersonal Skills
- Communication Skills
- Creative thinking skills
- Supervising/ Leadership skills
- Teamwork Skills
- Influencing Skills
- Relationship Building Skills
- Decision Making Skills

Incumbent Characteristics

Essential

- Qualification: Graduate
- Experience: 0 -2 years experience
- Age: Below 30 years

Desired

- Qualification: Graduate
- Experience: 2 years experience with similar role

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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