Relationship Manager - S2S

  • Puducherry
  • Permanent
  • Full-time
  • 1 month ago
Job Description:JOB DESCRIPTIONPosition TitleRelationship ManagerDepartmentDirect Distribution – Direct Sales ForceLevel/ BandOfficerReports to DirectSales ManagerGeographic Area CoveredAs per mapped branch & cityStakeholders - InternalDSF Sales ForceStakeholders - ExternalExiting Tata AIA ConsumersOrganizational Relationships Job DimensionsKey Result AreasSalesAchieve the set business targets on ANP and case countAcquire New Customer through following: LeadsNatural market References Orphan baseFix meetings with the prospects to conduct needanalysis and explain productsImplement 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 domainsAdhere to the customer touch-point engagement in order to service his portfolio of customers.Maintaining the desired persistency ratioStrategize and interact closely with the supervisor on delivering on Business nos.Work collectively with the supervisor and conduct joint sales calls whenever requiredTo develop and implement short term and long termplans to achieve sales targetsAdhere to Activity management framework advisedFollow – 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 processShould 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 processchanges.Skills RequiredTechnicalBehavioralEssentialDesiredInterpersonal SkillsCommunication SkillsCreative thinking skillsSupervising/ Leadership skillsTeamwork SkillsInfluencing SkillsRelationship Building SkillsDecision Making SkillsIncumbent CharacteristicsEssentialDesiredQualificationGraduateGraduateExperience0 -2 years’ experience2 years’ experience with similar roleAgeBelow 30 yearsBasic CompetencyGood AttitudeClear Communication( Local Language ), Basic English language understanding / communicationBasic 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.About Company:Tata AIA Life Insurance Company Limited (Tata AIA Life) is a joint venture company, formed by Tata Sons Pvt. Ltd. and AIA Group Ltd. (AIA). Tata AIA Life combines Tata’s pre-eminent leadership position in India and AIA’s presence as the largest, independent listed pan-Asian life insurance group in the world spanning 18 markets in the Asia Pacific region. Tata AIA Life has written retail new business weighted premium of Rs. 2,692 crore for the financial year 2019-20. For the same period, the 13th month persistency of the company was at 89.10% and, the individual death claims settlement ratio was 99.06%. One of the fastest growing companies in the Life Insurance sector, Tata AIA Life is now ranked at no. 5, based on individual weighted new business premium.

Tata AIA Life Insurance

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