Relationship Manager

4 weeks ago

Nashik, India Tata AIA Life Insurance Full time
Direct DistributionPensions - Individual BusinessRelationship Manager - NPS112

JOB DESCRIPTION

A Position Overview

Position Title

Assistant Relationship Manager – NPS / Relationship Manager – NPS / Sr. Relationship Manager - NPS

Department

Direct Distribution - NPS

Level/ Band

204

RoleSummary:

B Organizational Relationships

Reports to

Sales Manager

Supervises

None

C Job Dimensions

Geographic Area Covered

As per mapped branch & city

Stakeholders Internal

NPS Sales Force

External

Consumers

D Key Result Areas

Sales

Achieve the set business targets on ANP and case count Acquire New Customer through following:

NPS Leads / Natural market / References / Orphan base

·Fix meetings with the prospects to explain annuity products

Implement and adhere to Need Based Selling Model. Coordinate with Nodal officer for closure of policy 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)

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.

E Skills Required

Technical

§ Good Knowledge of MS Office

Behavioral

Essential

Desired

Interpersonal skills

·

Communication skills

·

Creative thinking skills

·

Supervising/Leadership skills

·

Teamwork Skills

·

Influencing skills

·

Relationship Building skills

·

Decision making skills

·

·Expertisein the usage of MS Office

·High levels offlexibility, adaptability to manage long hours, working under strict timelinesto reach deadlines

F Incumbent Characteristics

Essential

Desired

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