Relationship Manager- Direct Channel

4 days ago

Kolkata, West Bengal, India Tata AIA Life Insurance Full time ₹ 1,20,000 - ₹ 3,60,000 per year

Position Title: Relationship Manager

Department: Direct Distribution - Direct Sales Force

Level/ Band: Officer

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

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.

Essential Behavioral Skills:-

  • Interpersonal Skills
  • Communication Skills
  • Creative thinking skills
  • Influencing Skills
  • Relationship Building Skills
  • Decision Making Skills

Preferred Candidate: -

  • Proficient in Local Language.
  • Strong communication and interpersonal skills.
  • Basic calculation and numerical ability.
  • Age upto 35years

Interested candidate can share their resume to and

Please mention clearly for which position and location you are applying. Only selected candidates will be entertained.

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