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Executive Relationship Manager - LOY
Tata AIA Life InsurancePune30+ days ago
Job descriptionFix meetings with the prospects to conduct need 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 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
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
analysis and explain products
plans to achieve sales targets
Customer orientation & reporting / (MIS)
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.
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Relationship Manager • Pune
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