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/ Current 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
Technica

📌 Executive Relationship Manager (Chennai)
🏢 TATA AIA LIFE INSURANCE
📍 Chennai