Relationship Manager

6 days ago

Navi Mumbai, Maharashtra, India Tata AIA Life Insurance Full time

A. Position Overview

Position TitleRelationship 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 DigitalDepartmentDSF (PFA)Level/ Band102

Role Summary:

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

B. Organizational Relationships

Reports ToSales Manager Direct DigitalSupervises-

Job Dimensions

Geographic Area CoveredZonal Area/ City/ CitiesStakeholders InternalAll cross functional departmentsStakeholders ExternalCustomers

C. Key Result Areas

SalesAchieve 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 targetsCustomer 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.

D. Skills Required

Technical¢MS Office SuiteBehavioral EssentialDesiredInterpersonal skills¢ Communication skills¢ Creative thinking skills¢ Supervising / Leadership skills¢ Teamwork Skills¢ Influencing skills¢ Relationship Building skills

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