JOB DESCRIPTION

Position Title - Relationship Manager

Department - Direct Distribution - Direct Sales Force

Level/ Band - Officer Sales Manager

Reports to Direct

As per mapped branch & city

Key Result Areas
Achieve the set business targets on ANP and case count
Acquire Current 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

Sales

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

Maintaining the desired persist-ency 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.

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.

Customer

Ensuring compliance to internal sales process

orientation & reporting/ (MIS)

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

Qualification - Graduate

Experience - 2 years experience with similar role

Age - Below 30 years

Basic
( Local Language ), Basic English language
understanding / communication

Competency
Basic Mathematics ( % calculation etc )

📌 Walk In Relationship Manager Direct Channel Mumbai
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📍 Mumbai