Talent.com
No longer accepting applications
Relationship Manager - LOY

Relationship Manager - LOY

Tata AIA Life Insurancechandigarh, 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

    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.

    Create a job alert for this search

    Relationship Manager • chandigarh, India

    Related jobs
    • Promoted
    Growth Manager

    Growth Manager

    Lxmepanchkula, haryana, in
    LXME is India’s first comprehensive financial ecosystem designed exclusively for women — empowering them to earn, spend, save, and invest with confidence. From LXME Pay (our UPI-led payments platfor...Show moreLast updated: 11 days ago
    • Promoted
    Manager - CRM

    Manager - CRM

    Emeritusbaddi, himachal pradesh, in
    Emeritus is committed to teaching the skills of the future by making high-quality education accessible and affordable to individuals, companies, and governments around the world.It does this by col...Show moreLast updated: 8 days ago
    Customer Relationship Executive Investments

    Customer Relationship Executive Investments

    Sahayak AssociatesChandigarh, India
    Quick Apply
    Sahayak Associates is a leading financial planning and wealth management firm in Chandigarh, India.Our comprehensive range of services includes goal-linked financial analysis, retirement planning, ...Show moreLast updated: 30+ days ago
    • Promoted
    Branch Relationship Manager - Bank

    Branch Relationship Manager - Bank

    WorkassistChandigarh, India
    Position : Branch Relationship Manager Work Level : Middle Management Industry : Banking ...Show moreLast updated: 30+ days ago
    Senior relationship Officer

    Senior relationship Officer

    WealthVault Research and Analytics Pvt. LtdChandigarh, CH, in
    Quick Apply
    Job Title : Senior Relationship Officer-Wealth.Experience Required : 2–5 Years.Industry : Financial Services / Wealth Management. We are seeking a motivated and client-focused Wealth Manager with 2–5 y...Show moreLast updated: 29 days ago
    • Promoted
    Customer Relations Executive

    Customer Relations Executive

    SWITRUS HOLIDAYSpanchkula, haryana, in
    Job Title : Customer Relations Executive (Tele-Sales).We are looking to hire an experienced, customer-oriented Customer Relation. Executive to utilize inbound and outbound telephone calls to achieve...Show moreLast updated: 7 days ago
    • Promoted
    Business Coach

    Business Coach

    Dr. Ameet Parekhbaddi, himachal pradesh, in
    Job Description : Business Coach cum Sales Professional ( Remote & Part Time - 6-8 Hours a day) (DO NOT APPLY IF YOU ARE CURRENLTY IN A FULL TIME JOB). Business coach and Sales professional.The candi...Show moreLast updated: 11 days ago
    • Promoted
    Business Head - Staffing / EOR

    Business Head - Staffing / EOR

    HireBoundbaddi, himachal pradesh, in
    As the Business Head EOR / Staffing, you’ll own the P&L, strategy, and execution of our EOR and staffing business.You’ll work closely with the founders to define the GTM strategy, acquire and onboa...Show moreLast updated: 5 days ago
    • Promoted
    Senior Sales Counsellor

    Senior Sales Counsellor

    The Language SKOOLpanchkula, haryana, in
    Work Schedule & Availability (Mandatory).Candidates must be available and ready to work during the following work schedule : . Flexibility is required for tasks / urgent follow-ups as per Business Requi...Show moreLast updated: 8 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Policybazaar.comChandigarh, India, India
    Interested candidates please contact Dhriti -8527282112.We are looking for a competitive Field Sales Representative to develop sales strategies and attract new clients. The successful salesperson wi...Show moreLast updated: 18 days ago
    • Promoted
    Social Media Manager

    Social Media Manager

    Dishu GroupAmbala, Haryana, India
    Dishu Group, originating from Dinesh Brothers, one of North India's largest textile traders, focuses on modernizing traditional wholesale distribution methods in the women ethnic wear industry.The ...Show moreLast updated: 30+ days ago
    • Promoted
    Customer Relationship Executive

    Customer Relationship Executive

    SWITRUS HOLIDAYSpanchkula, haryana, in
    Job Title : Customer Relations Executive (Tele-Sales).We are looking to hire an experienced, customer-oriented Customer Relation. Executive to utilize inbound and outbound telephone calls to achieve...Show moreLast updated: 7 days ago
    • Promoted
    Head of Sales

    Head of Sales

    The Language SKOOLpanchkula, haryana, in
    Position : Head of Sales and Business Development | Remote.Education / EdTech / Language Training industry).About Us – The Language SKOOL (TLS). The Language SKOOL is one of India’s largest online platfo...Show moreLast updated: 8 days ago
    • Promoted
    Sales Hunter - US Market

    Sales Hunter - US Market

    ACL Digitalpanchkula, haryana, in
    Sales Hunter – US Market (Based in India).Noida / Bangalore / Hyderabad / Pune / Chennai / Remote.Please share your updated profile to sugantha. Digital, Product Engineering, and Enterprise Solutions....Show moreLast updated: 10 days ago
    • Promoted
    Mahindra Insurance Brokers - Sales Manager

    Mahindra Insurance Brokers - Sales Manager

    Mahindra Insurance BrokersChandigarh, India
    Company Description Mahindra Insurance Brokers Limited (MIBL) began its journey in 2004, transforming the insurance landscape in India.MIBL offers ...Show moreLast updated: 30+ days ago
    • Promoted
    Closeloop Technologies - Manager - Sales & Business Development

    Closeloop Technologies - Manager - Sales & Business Development

    closeloop Technologies private LimitedMohali, India
    About Closeloop Technologies Closeloop Technologies is a software product development firm headquartered in Mountain View, CA, with development labs in India.For more...Show moreLast updated: 30+ days ago
    • Promoted
    Principal

    Principal

    Rocket Capitalbaddi, himachal pradesh, in
    Principal – Private Credit (India).USD ( ~INR 50 Lakhs) per year + competitive performance-linked bonuses.Rocket Capital is the asset management arm of Rocket, investing across Private Equity, Vent...Show moreLast updated: 8 days ago
    • Promoted
    Assistant General Manager

    Assistant General Manager

    Shoolini UniversitySolan, Himachal Pradesh, India
    Position : Senior Manager / Assistant General Manager – International Admissions.Department : Office of International Affairs. Location : Shoolini University, Himachal Pradesh, India.About the Role The...Show moreLast updated: 18 days ago