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Relationship Manager - LOY

Relationship Manager - LOY

ConfidentialChandigarh
21 days ago
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

  • NA

    • Behavioral

  • Interpersonal Skills
  • Communication Skills
  • Creative thinking skills
  • Supervising / Leadership skills
  • Teamwork Skills
  • Influencing Skills
  • Relationship Building Skills
  • Decision Making Skills

    • Incumbent Characteristics

    Essential

  • Qualification : Graduate
  • Experience : 0 -2 years experience
  • Age : Below 30 years

    • Desired

  • Qualification : Graduate
  • Experience : 2 years experience with similar role

    • 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.

    Skills Required

    Lead Management, Customer Service, Relationship Manager, Insurance Sales

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    Relationship Manager • Chandigarh