Relationship Manager

Job Description

Role description

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives.

We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a Great Place to Work and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, People - Our Core, emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion.

Fuel your future with us, find your wings, and S.O.A.R. - Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.

1. Position Overview

Position Title

Relationship Manager - Direct Digital

Assistant Relationship Manager - Direct Digital

Executive Relationship Manager - Direct Digital

Relationship Manager - Direct Digital

Sales Manager - DSF Sourcing L1 Direct Digital

Senior Key Relationship Manager - Direct Digital

Senior Relationship Manager - Direct Digital

Senior Sales Manager - DSF Sourcing L2 Direct Digital

Department

DSF (PFA)

Level/ Band

102

Role Summary:

- Responsible for Sales activity management of Digital leads, renewal collection, Engagement with Customers & Sales Manager/Assistant Sales Manager.

1. Organizational Relationships

Reports To

Sales Manager - Direct Digital

Supervises

-

Job Dimensions

Geographic Area Covered

Zonal Area/ City/ Cities

Stakeholders Internal

All cross functional departments

Stakeholders External

Customers

1. Key Result Areas

Sales

. Achieve the set business targets on ANP and case count

. Acquire New Customer through following:

o Leads

o Natural market

o References

o 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 through Digital Campaigns and 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.

1. Skills Required

Technical

. MS Office Suite

Behavioral

Essential

Desired

Interpersonal skills

.

Communication skills

.

Creative thinking skills

.

Supervising / Leadership skills

.

Teamwork Skills

.

Influencing skills

.

Relationship Building skills

.

Decision making skills

.

1. Incumbent Characteristics

Essential

Desired

Qualification

Graduate

MBA

Experience

1-2 Years

Prior experience of handling similar roles

Basic Competency

Good Attitude

Clear Communication (Local Language), Basic English language understanding / communication

Basic Mathematics (% calculation etc.)

Disclaimer:
Tata AIA Life Insurance does not charge any fees from candidates during the hiring process. Verify job offers through official Tata AIA communication channels to avoid fraud. The job description is the sole property of Tata AIA Life Insurance. The content of this JD is confidential, and unauthorized changes or reproduction are forbidden. To know more about Tata AIA Life, click on the weblink: