Role & responsibilities

Sales

• Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches

• Working jointing with the Branch Manager on Business Implementation plan

• Driving and inspiring the branch staff along with RAMBO RM and providing support for logging in applications sourced

• Tapping the right database of the branch and ensure authentic documentation

• Build relationship with the RAMBO Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively

• Prospect and meet customers within and outside the Branch as when required

• To develop, agree and implement short term and long term plans to achieve sales targets

• To achieve branch RM activation targets

• Work collectively with RAMBO Sales / operations team and conduct joint sales calls as a team to achieve business nos.

• Seek commitment from the partner towards achievement of business objective

Relationship Management

• Managing the relationship between internal team and channel partner so as to





Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner

• Provide all possible support to the channel partner as a face of parent company

• Effectively execute all Marketing activities as per Partners requirement

• Ensuring timely issuance of policies with resolving all pending etc.

• Adhere to the customer touch-point engagement in order to service his portfolio of customers

• To maintain the desired persistency ratio

• Prompt post-sales service with respect to all domains

• Strategize and interact closely with the RM on business plan execution

Ensure Compliance

• Ensure compliance to internal sales process & other compliance standards

• Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team

MIS

• Adhering to the Training Road map.

• Providing timely reports to the Supervisor as per the requirement.

• Adhering to the TALIC code of conduct.

Preferred candidate profile

Graduation

1-3 years of experience in BFSI

📌 Relationship Manager (Jagdalpur)
🏢 TATA AIA LIFE INSURANCE
📍 Jagdalpur