JOB DESCRIPTION
| Position Title | Relationship Manager |
| Department | Direct Distribution - Direct Sales Force |
| Level/ Band | Officer |
|
|
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.
Relationship Manager - LOY • Rourkela, India