Talent.com
Executive Relationship Manager - LOY

Executive Relationship Manager - LOY

ConfidentialTiruchirappalli, India
3 days ago
Job description

Role 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 • Tiruchirappalli, India

    Related jobs
    • Promoted
    Investor Relation Executive

    Investor Relation Executive

    TalentojTiruchirappalli, IN
    Your job is to make our investors feel comfortable.You are responsible for giving them clarity.The desire to help customers with their problems. You have basic financial knowledge.Show moreLast updated: 3 days ago
    • Promoted
    Senior Relationship Manager

    Senior Relationship Manager

    AssetPlustamil nadu, tamil nadu, in
    Role : Senior Relationship Manager.Mutual Funds AssetPlus is an end-to-end platform for financial advisors and investors to scale businesses / manage investments digitally. The mutual fund industry in ...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    GramPro Business Services Pvt. Ltd.tamil nadu, tamil nadu, in
    We are Hiring for a Scheduled Commercial Bank!.Service Delivery Associate (SDA) – Non-Cash (Aspire).Service Delivery Manager (or Branch Manager where no SDM is present). The role involves providing ...Show moreLast updated: 27 days ago
    • Promoted
    Virtual Relationship Manager

    Virtual Relationship Manager

    upGrad Rekruttiruchirappalli, tamil nadu, in
    Strengthen and grow relationships with existing First Wealth customers.Acquire new Non-Resident (NR) accounts and generate qualified referrals. Drive remittance business across managed and sourced p...Show moreLast updated: 5 days ago
    • Promoted
    Account Relationship Manager

    Account Relationship Manager

    Schoolcanvas.comtamil nadu, tamil nadu, in
    Schoolcanvas, formerly known as Parentsalarm.School ERP and mobile apps company.Award-winning and trusted by over 700 schools nationwide, it provides a comprehensive set of services including atten...Show moreLast updated: 19 days ago
    • Promoted
    Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)

    Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)

    Mashreqtiruchirappalli, tamil nadu, in
    Manage a set of existing Platform / Neobiz relationships through outbound calling channels.To achieve assigned financial and non-financial target by calling the customers. Manage all customers focusin...Show moreLast updated: 6 days ago
    • Promoted
    Customer Relationship Executive

    Customer Relationship Executive

    Chennai Chess Clubtamil nadu, tamil nadu, in
    Customer Relationship Executive.The Chennai Chess Club is India's fastest-growing chess community, committed to delivering top-tier chess education globally and hosting engaging meetups in Chennai....Show moreLast updated: 2 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Petpoojatamil nadu, tamil nadu, in
    Build and maintain strong, long-term relationships with existing and prospective clients.Identify client financial needs and provide tailored solutions, including business loans, current account, s...Show moreLast updated: 16 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Anand Rathi Share and Stock Brokers Ltdtamil nadu, tamil nadu, in
    It is sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence. He / she should have maximum number of own clients relationship a...Show moreLast updated: 3 days ago
    • Promoted
    • New!
    Executive

    Executive

    Allcargotiruchirappalli, tamil nadu, in
    Coordination with overseas agents.To quote rates to the customers and feedback.Arrange shipments as per customer’s requirements at various destinations. Send CAN to the customers well before arrival...Show moreLast updated: 3 hours ago
    • Promoted
    • New!
    Investor Relations Manager

    Investor Relations Manager

    MetaMorphtiruchirappalli, tamil nadu, in
    Prepare and manage investor documentation including DDQs, RFPs, and RFQs.Drive LP relationship management – ensuring timely updates, information flow, and engagement across global investors.Develop...Show moreLast updated: 3 hours ago
    • Promoted
    Virtual Relationship Manager Lead

    Virtual Relationship Manager Lead

    Anand Rathi Share and Stock Brokers Ltdtiruchirappalli, tamil nadu, in
    You will be responsible to manage a team of Virtual Relationship Managers (VRMs).You will play a key role in scaling digital. Lead, manage, and motivate a team of Virtual Relationship Managers to ac...Show moreLast updated: 6 days ago
    • Promoted
    Lead Generation Executive

    Lead Generation Executive

    Salesabletiruchirappalli, tamil nadu, in
    B2B sales acceleration platform empowering businesses with lead generation, intelligent data insights, and sales enablement tools. We’re on a mission to expand our footprint —and we need a growth sp...Show moreLast updated: 4 days ago
    • Promoted
    Senior Relationship Manager

    Senior Relationship Manager

    JM Financial Asset Management Ltdtamil nadu, tamil nadu, in
    JM Financial Mutual Fund is one of India's first private sector mutual funds-an integral part of the first wave that commenced operations in 1993-94. We are a part of JM Financial Group, which has a...Show moreLast updated: 2 days ago
    • Promoted
    Client Relationship Manager

    Client Relationship Manager

    TecSighttamil nadu, tamil nadu, in
    Client Relationship Manager – IT Services.The Client Relationship Manager (CRM) is responsible for managing and nurturing strategic. This role requires a blend of technical understanding, relationsh...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Author Relationship Manager

    Author Relationship Manager

    Notion Presstiruchirappalli, tamil nadu, in
    Notion Press is a global platform for anyone who believes in the power of words and the impact it can have on the world we live in. Our vision is to help every aspiring writer give their idea an ide...Show moreLast updated: 3 hours ago
    • Promoted
    Relationship Manager

    Relationship Manager

    AAA Globaltiruchirappalli, tamil nadu, in
    Relationship Manager – Wealth Management.The ideal candidate will have an existing client base of.You will be responsible for managing and growing client portfolios, identifying investment opportun...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Relationship Manager

    Relationship Manager

    AideWiser SolTektiruchirappalli, tamil nadu, in
    Relationship Manager / Wealth Manager.Santhome, Chennai – 2 Positions.Mumbai – 1 Position (Office to be finalized within a couple of months from the candidate’s joining. likely Andheri or BKC).Acqu...Show moreLast updated: 3 hours ago