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Relationship Manager

2 months ago

india Tata AIA Life Insurance Full time

JOBDESCRIPTION

A Position Overview

Position Title

Relationship Manager – CSC Relationship

Department

CSC - Partnership Distribution

Level/Band

Executive

Grade

205

Role Summary

·Providesupport in Sales of Life Insurance business through CSC’s Village levelEntrepreneurs (VLEs) in 3-4 districts basis mapping in base state/other states.

·AssistVLEs during policy login journey.

·Ensureissuance of policies withing TAT by resolving all pending.

·Relationshipmanagement with CSC Hierarchy, District Managers, and Insurance SPOC of CSC inthe state/region.

·InfluenceCSC District Managers (DMs) for majority wallet share in the district.

·ProvideMIS support to the DMs and Insurance SPOC.

B OrganizationalRelationships

Reports To

Area Manager - CSC Relationship

Supervises

NA

C JobDimensions

Geographic Area Covered

Partner VLE geography in 3-4 districts in the same state/neighboring states

Internal Stakeholders

Internal Training, Distribution Operations, Operations, Channel Marketing, F&A, HR

External

External Channel Partners-CSC

D Key ResultAreas

Organization Process

Key Contributions

Sales

·Drive wallet Share in the allotted districts

·Build relationship with VLEs, DMs and Insurance SPOC of CSC to achieve pre-set business targets on NOP, ANP & Productivity

·Capability of Self Lead Generation.

·Working jointly with the Area Manager on Business plans

·Driving and motivating the VLE & DMs and providing support for logging in applications sourced

·Prospect and meet customers within and outside the allotted VLE geography as when required

Relationship Management

·Relationship management with CSC Hierarchy, District Managers, and Insurance SPOC of CSC in the state/region

·Influence CSC District Managers (DMs) for majority wallet share in the district

·Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the CSC

·Provide all possible support to CSC as a face of parent company

·Effectively execute all Marketing activities

·Ensuring timely issuance of policies with resolving all pending etc.

·Assist partner through training scheduling and customer service

Ensure Compliance

Ensure compliance to internal sales process & other compliance standards Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team

MIS

Providing timely reports to the VLEs, DMs and Supervisor as per the requirement.

·Adhering to the TALIC code of conduct.

E SkillsRequired

Technical

·Insurance\BFSI Background

·Understanding of Prospecting and Sales

·Customer Service - Problem Solving skills

Behavioral

Essential

Desired

Interpersonal skills

*

Communication skills

*

Creative thinking skills

*

Supervising/Leadership skills

*

Teamwork Skills

*

Influenc