Role 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 . 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 Explicit Communication ( Local Language ), Basic English language understanding / communication Basic Mathematics ( % calculation etc ) Disclaimer: This 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.