Talent.com
This job offer is not available in your country.
Executive Relationship Manager - LOY

Executive Relationship Manager - LOY

Tata AIA Life InsurancePune
30+ days ago
Job description

JOB DESCRIPTION

Position Title

Relationship Manager

Department

Direct Distribution – Direct Sales Force

Level / Band

Officer

Reports to Direct

Sales Manager

Geographic Area Covered

As per mapped branch & city

Stakeholders - Internal

DSF Sales Force

Stakeholders - External

Exiting Tata AIA Consumers

Organizational Relationships Job Dimensions

Key Result Areas

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

  • Adhere to Activity management framework advised
  • Follow – up on their database / leads provided by Lead Management System (Orphan / New Prospects.
  • 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.

    Skills Required

    Technical

    Behavioral

    Essential

    Desired

    Interpersonal Skills

    Communication Skills

    Creative thinking skills

    Supervising / Leadership skills

    Teamwork Skills

    Influencing Skills

    Relationship Building Skills

    Decision Making Skills

    Incumbent Characteristics

    Essential

    Desired

    Qualification

    Graduate

    Graduate

    Experience

    0 -2 years’ experience

    2 years’ experience with similar role

    Below 30 years

    Basic Competency

    Good Attitude

    Clear Communication

    Local Language ), Basic English language understanding / communication

    Basic Mathematics ( % calculation etc )

    Disclaimer : This Job Description is indicative in nature. The duty list / Goal Sheet provided to you can vary from the aforesaid in view of Organisational need / requirement from time to time.

    Create a job alert for this search

    Relationship Manager • Pune

    Related jobs
    • Promoted
    Relationship Manager

    Relationship Manager

    Live ConnectionsPune, Maharashtra, India
    Hiring for Branch Relationship Manager.We're hiring for Branch Relationship Manager roles in Mumbai, Ahmedabad, Indore, and Pune, with expertise in HNI Sales, CASA Sales, Relationship Management, a...Show moreLast updated: 1 day ago
    Relationship Manager

    Relationship Manager

    Discoveries QuintessentialPune, Maharashtra, India
    Job Title : Relationship Manager.This role blends field sales, educational outreach, and strong relationship-building to take our learning products to schools, bookstores, and educational distributo...Show moreLast updated: 1 day ago
    Relationship Manager

    Relationship Manager

    Adex Media HubWakad, Maharashtra, India
    Welcome to Adex Media Hub, a pioneering advertising agency driven by creativity and strategy to empower businesses in the digital era. With a dedication to storytelling and data insights, we excel i...Show moreLast updated: 26 days ago
    Relationship Manager - Account Manager - FinTech

    Relationship Manager - Account Manager - FinTech

    MetaMorphPune,Maharashtra, India
    About MetaMorph : We at MetaMorph, empower startups to scale and innovate by placing people at the centre of their strategy. With a proven track record of supporting o...Show moreLast updated: 30+ days ago
    Centricity - Relationship Manager / Sr. Relationship Manager

    Centricity - Relationship Manager / Sr. Relationship Manager

    NexthireUP, India
    Graduates in any background or higher degree should have very good demographic understanding and strong relationship with IFAs / CAs and knowledge about Finance Industry in the assigned geography a...Show moreLast updated: 30+ days ago
    Relationship Executive

    Relationship Executive

    Ampersand GroupPune, Maharashtra, India
    Be the representative / front face of the organization to the existing / potential parents thereby enabling the organization in retaining the existing and expanding its new parents base to meet its e...Show moreLast updated: 1 day ago
    Relationship Manager

    Relationship Manager

    Spacewalk LLPPune, Maharashtra, India
    Spacewalk LLP is an independent real estate advisor specializing in the Pune real estate market.With extensive experience and knowledge of the region, the company is led by a dynamic and visionary ...Show moreLast updated: 1 day ago
    Relationship Manager

    Relationship Manager

    Talent CornerTelangana
    MTF trading, Equity marketing, sales.Should be from stock broking or banking.Show moreLast updated: 30+ days ago
    Relationship Manager

    Relationship Manager

    Gera DevelopmentsPune, Maharashtra, India
    We are Gera Developments Private Limited (GDPL), a brand known by our five-decade history as one of the pioneers in the Real Estate business in Pune. Innovation, transparency, and enhanced customer ...Show moreLast updated: 1 day ago
    Relationship Manager

    Relationship Manager

    Placement IndiaGoa, Goa, IN
    Relationship ManagerChannel-Agency channel Key Responsibilities : Agent Recruitment & Onboarding : Identify and recruit new agents, provide onboarding and training programs to ensure agents are well-p...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Anand Rathi Share and Stock Brokers LtdPune, Maharashtra, India
    Acquire quality clients through networking, database, market intelligence, and references from existing clients.Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the m...Show moreLast updated: 1 day ago
    Relationship Manager and Business Development Executive

    Relationship Manager and Business Development Executive

    STAFFIAAPune, Maharashtra, India
    Business Development Executive / Relationship Manager.We are looking for a dynamic and result-oriented Business Development Executive / Relationship Manager to join our team in Pune.The ideal candi...Show moreLast updated: 30+ days ago
    Relationship Manager

    Relationship Manager

    iServe FinancialINDIA
    Job Description Acquiring clients through direct sales / CA / Broker / Builder Channels.Analyze clients' financial needs. Taking Leads from tie up Builders & creating new ones.Sales -Customer Service -...Show moreLast updated: 30+ days ago
    Relationship Manager

    Relationship Manager

    White ForcePune
    List the responsibilities, these should be the roles KPIs that we would measure.Coach Relationship Management : Measure the satisfaction level of. The Net Promoter Score (NPS) measures client loyalty...Show moreLast updated: 30+ days ago
    Lead relationship manager

    Lead relationship manager

    preferable.aiPune, MH, in
    Quick Apply
    Job Description : Lead Relationship Manager (LRM).About Solar Square Solar Square is among India’s top 10 rooftop solar companies, empowering. Job Role : Lead Relationship Manager (LRM).Function Custo...Show moreLast updated: 22 days ago
    Sales Relationship Manager

    Sales Relationship Manager

    WalkfinPune, Maharashtra, India
    Field Sales Executive / Sales Relationship Manager / Area Sales Manager.Mumbai, Pune, Delhi, Ahmedabad, Indore, Chennai, Surat. Any Graduates and MBA-Sales and Marketing.NBFC / Financial Services / Fintec...Show moreLast updated: 11 days ago
    Relationship Manager

    Relationship Manager

    PROPTIGERINDIA
    What does this role hold for you??.Converting prospects into customers by show-casing appropriate primary residential properties to the prospects, matching the investment need of the prospects.Usin...Show moreLast updated: 30+ days ago
    Relationship Manager

    Relationship Manager

    Spaceindia Nest Pvt. Ltd.Pune, Maharashtra, India
    Pune, is a prominent real estate firm specializing in the management of portfolios, buying / selling housing units, and commercial real estate. With a focus on building trust and providing quality ser...Show moreLast updated: 1 day ago