. 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
. 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
📌 Relationship Manager (Visakhapatnam)
🏢 Tata AIA Life
📍 Visakhapatnam
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