Assistant Relationship Manager
2 days ago
JOB DESCRIPTION
Position Title
Assistant Relationship Manager
Department
Direct Distribution – Direct Sales Force
Level/ Band
Officer (102/103)
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 targetsCustomer 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.
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.
-
Assistant Relationship Manager
3 months ago
Kolhapur, India Tata AIA Life Insurance Full timeJOB DESCRIPTIONPosition TitleAssistant Relationship ManagerDepartmentDirect Distribution – Direct Sales ForceLevel/ BandOfficer (102/103)Organizational RelationshipsReports to DirectSales ManagerJob DimensionsGeographic Area CoveredAs per mapped branch & cityStakeholders - InternalDSF Sales ForceStakeholders - ExternalExiting Tata AIA ConsumersKey Result...
-
Client Relationship Manager
2 weeks ago
Kolhapur, India Programming.com Full timePosition:Client Relationship ManagerLocation:MumbaiExperience:4-7 yearsNotice Period:Immediate JoinerBudget:8-11 LPATechnical Skills:Business Consulting, IT Consulting, IT Sales, Strategic Planning, Key Account Management, Strategic Account Manager, Consultative Selling, Resource Allocation, Business-to-Business, Key Account DevelopmentJob Overview:As...
-
Executive Assistant
2 months ago
Kolhapur, India A D Naik Wealth Full timeJob Summary:The Executive Assistant will provide comprehensive administrative and operational support to the Senior Sales Team, ensuring smooth and efficient functioning of the department. The ideal candidate will have excellent organizational skills, attention to detail, and the ability to multitask in a fast-paced environment.Key Responsibilities:1....
-
Assistant Restaurant Manager
2 weeks ago
Kolhapur, India Elixir Consultants LLP Full timeThis position is for a Assistant Restaurant Manager. We are looking for someone who has a great experience working in a fine dine and also a casual dining restaurant. We would prefer someone who is based out of Mumbai for this role. Our brand new restaurant is located in BKC One in the Bank Of America building. Its a casual dine with 65 cover and a APC of...
-
Relationship Executive
3 months ago
Kolhapur, India KSK Recruiters Full time**Acquisition & managing ifa base for business development & marketing of mutual funds house pms air struck es product company fixed deposited bound ncd ipos direct life health general insurance & loan products** **b2b sales for product pms aif structured product ,company fixed deposit bound ncds ipo life** **insurance general thought channel...
-
Housekeeping Assistant
4 months ago
Kolhapur, India Hotel The Royal Pavilion Full timeEnsure cleanliness of public areas - Clean guest bedrooms and bathrooms - Vacuum rooms and corridors - Change and replenish bed linen, towels and guest amenities in line with company guidelines - Undertake regular deep cleaning tasks - Restock and maintain trolley on daily basis - Be environmentally aware - Dispose of waste accordingly - Carry out lost...
-
Assistant Manager Human Resources
2 days ago
Kolhapur, India IgniteAndRise Talent Hub Full timePlease review the job description and proceed with your application accordingly. ✍️ Job Title: Human Resources Assistant Manager Company: IgniteAndRise (Gurugram) Company Website: IgniteAndRise.in Position Type: Remote Compensation: Variable Pay First 6 Months About Us:- IgniteAndRise is a dynamic and rapidly growing...
-
Assistant Manager Compliance
2 weeks ago
Kolhapur, India MetaMorph Full timeJob Description:We are seeking a detail-oriented and proactive Assistant Manager to join our Compliance team. As the Assistant Manager - Compliance, you will play a critical role in ensuring our company adheres to all regulatory requirements and maintains a high standard of compliance across various domains. Your primary responsibilities will encompass...
-
School Relationship Officer
3 months ago
Kolhapur, India Vedantu Innovations Pvt. Ltd Full time**School Relationship Officer**, **What you will do as an SRO**: - Planning and executing all necessary activities essential for student enrollment - Set up and operationalize tech infrastructure for hybrid classes at new centers/schools - Ensure preparedness before every hybrid class - Provide ongoing technical support for existing centers/schools -...
-
Relationship Manager
2 days ago
kolhapur, India Tata AIA Life Insurance Full timeJOBDESCRIPTION A PositionOverview PositionTitle RelationshipManager-BrokingCCorporateAgency Department BrocaRetailAccounts Level/Band Executives RoleSummary: 1.Strongtrackrecordofsuccessforsalesandaccountmanagement 2.Excellentinterpersonalandcommunicationskills ...
-
Social Media Manager/Personal Assistant
2 weeks ago
kolhapur, India Aviah Shenali Full timePreferred Cities: Delhi or Mumbai About Me: I am professional model currently based in Canada, with a strong focus on starting a career in India. Most of my followers on Instagram and professional goals are aligned with the Indian market, especially within the media and entertainment industry. Role Overview: I am looking for a dynamic and motivated...
-
Assistance lawyer
3 months ago
Kolhapur, India Tricone Full timeCompany DescriptionTricone is an international real estate firm that specializes in architectural design, master planning, construction management, and development management services. With its diverse talent pool and extensive external partnerships, Tricone brings projects of any scale to life.Role DescriptionThis is a full-time on-site role for an...
-
Student Relationship Officer
3 weeks ago
kolhapur, India NxtWave Full timeAbout NxtWave NxtWave is founded by Rahul Attuluri (Ex-Amazon, IIIT Hyderabad), Sashank Reddy (IIT Bombay), and Anupam Pedarla (IIT Kharagpur). In February 2023, NxtWave raised ₹275 crore led by Greater Pacific Capital, a leading international private equity firm . The startup is also backed by Orios Ventures, Better Capital, and marquee angels, including...
-
kolhapur, India Skill Ventory Full timeRoles and Responsibilities -SME segment, Ticket size is 1 Cr to Cr, Product is working capital/OD/CC/TLWorking Capital Finance,CC, OD, Term Loan, SME Finance - Business Banking Assets (BB ASSETS) Individual role1. Experience in Working Capital Products SME market specializing in asset business is the primary requirement.2. Acquisition of New-to-Bank...
-
Kolhapur, India Deloitte Full timeYour potential, unleashed.India’s impact on the global economy has increased at an exponential rate and Deloitte presents an opportunity to unleash and realise your potential amongst cutting edge leaders, and organisations shaping the future of the region, and indeed, the world beyond.At Deloitte, your whole self to work, every day. Combine that with our...
-
Relationship manager- Alternate Channel
4 months ago
Kolhapur, India Talent Corner Full timeRoles and Responsibilities 1. Acquisition & Managing IFA’s base for Business Development & Marketing. 2. B2B sales for product like MF , PMS, AIF , Structured Products , Company Fixed Deposits, Bonds , NCDs, IPO, Life Insurance, General Insurance , though Channel sales . Desired Candidate Profile 3. Activate IFAs thought regular knowledge...
-
Laboratory Assistant
4 months ago
Kolhapur, India Rudhira Pathology Labs Full timeJob Summary: We are seeking a motivated and detail-oriented Laboratory Assistant to join our team. As a Laboratory Assistant, you will be responsible for supporting laboratory operations and assisting with experiments and research projects. **Responsibilities**: - Prepare laboratory specimens and samples for analysis and testing - Assist with conducting...
-
Executive Assistant
3 months ago
Kolhapur, India Arch Staffing Solution Full timeJob description An Executive Assistant **Position** : Executive Assistant **Location** : Gokulshirgaon, Kolhapur **Salary**: 15k to 20k **Experience**: 1 to 3yr **Education**: Any Graduate **Shift**: Day Shift **Male/Female** : Female only **Roles & Responsibilities**: - Manage scheduling for company executive(s) - Draft, review and send...
-
Assistant Manager
2 weeks ago
kolhapur, India Tata Steel Foundation Full timeAbout the Company: Instituted on August 16, 2016 Tata Steel Foundation (TSF) is a wholly owned subsidiary of Tata Steel Limited mandated with the responsibility of executing CSR for Tata Steel. A Section 8 company, TSF is rapidly growing multilocational organization spread across Odisha, Jharkhand, Maharashtra, Punjab, Delhi NCR with over 1500+ people and...
-
Sales Assistant
3 months ago
Kolhapur, India HIRVA HR SOLUTIONS PRIVATE LIMITED Full time**|Urgently Hiring For Associate Sales Executive |** A **Relationship Officer **is an expert who is reliable for the growth of their Career. They work with their sales group to create mutually profitable proposals, deal with contract terms, and communicate actually with stakeholders. **Job Profile**: - Team Recruitment & Development - Training and Manage...