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Client Relationship Executive

1 month ago

Kolkata, West Bengal, India Tata AIA Life Insurance Full time

Job Description

Position Overview

Position Title

Relationship Manager - AUM

Department

Direct Distribution

Level/ Band

102

Role Summary:

The Associate Relationship Manager (ARM) is tasked with driving sales and meeting business objectives related to life insurance offerings. This role involves leading a team and collaborating closely to achieve sales targets. The ARM is pivotal in broadening Tata AIA's customer base and ensuring efficient policy issuance.

Organizational Relationships

Reports To

Sales Manager

Supervises

Part Time Hires

Job Dimensions

Geographic Area Covered

Location Specified

Stakeholders Internal

DSF, Stakeholder, Operations

External

Vendor, Customers, Hires

Key Result Areas

Business Target Achievement: Meet business objectives as outlined in the goal sheet through team efforts. Engage, lead, and inspire the team actively towards achieving sales goals. Recruitment and Team Building: Recruit and onboard team members to enhance the sales force. Train and mentor new team members to improve their performance. Field Work and Prospecting: Conduct joint fieldwork (JFW) with team members to stimulate business growth. Arrange meetings with prospects to conduct needs analysis and present Tata AIA's life insurance solutions. Sales Planning: Develop and execute short-term and long-term strategies to achieve sales objectives. Monitor progress and modify strategies as necessary.

Skills Required

Technical

§ < >

Behavioral

Basic MS Office

Essential

Desired

Interpersonal skills

ü

Communication skills

ü

Creative thinking skills

ü

Supervising/Leadership skills

ü

Teamwork Skills

ü

Influencing skills

ü

Relationship Building skills

ü

Decision making skills

ü

Incumbent Characteristics

Essential

Desired

Qualification

Graduate

Experience

Proven sales experience (1-4 years), preferably in the insurance sector. Excellent communication and interpersonal abilities. Capability to lead and motivate a team. Understanding of life insurance products and market dynamics.