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Relationship Manager - LOY

Tata AIA Life Insurancevadodara, India

1 day 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

Experience

0 -2 years’ experience

2 years’ experience with similar role

Age

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 • vadodara, India