Job 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 Recent 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.

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.

📌 Relationship Manager - LOY (Rourkela)
🏢 TATA AIA LIFE INSURANCE
📍 Rourkela