Key Relationship Manager - LOY
Tata AIA Life Insurancetiruchirappalli, India18 hours ago
Job descriptionFix 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. 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.
Position Title
Relationship Manager
Department
Direct Distribution – Direct Sales Force
Level / Band
Officer (102 / 103)
Organizational Relationships
Reports to Direct
Sales Manager
Job Dimensions
Geographic Area Covered
As per mapped branch & city
Stakeholders - Internal
DSF Sales Force
Stakeholders - External
Exiting Tata AIA Consumers
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
Customer orientation & reporting / (MIS)
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
10+2
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 )
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Relationship Manager • tiruchirappalli, India
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