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/ Recent 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

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

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