Job DescriptionRole descriptionJOB DESCRIPTIONPosition TitleRelationship ManagerDepartmentDirect Distribution - Direct Sales ForceLevel/ BandOfficerReports to DirectSales ManagerGeographic Area CoveredAs per mapped branch & cityStakeholders - InternalDSF Sales ForceStakeholders - ExternalExiting Tata AIA ConsumersOrganizational Relationships Job DimensionsKey Result AreasSales- Achieve the set business targets on ANP and case count- Acquire New Customer through following: LeadsNatural market References Orphan base- Fix meetings with the prospects to conduct needanalysis 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 termplans 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 processchanges.Skills RequiredTechnicalBehavioralEssentialDesiredInterpersonal Skills- Communication Skills- Creative thinking skills- Supervising/ Leadership skills- Teamwork Skills- Influencing Skills- Relationship Building Skills- Decision Making Skills- Incumbent CharacteristicsEssentialDesiredQualificationGraduateGraduateExperience0 -2 years experience2 years experience with similar roleAgeBelow 30 yearsBasic CompetencyGood AttitudeClear Communication( Local Language ), Basic English language understanding / communicationBasic 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.

📌 Relationship Managers (Surat)
🏢 Tata AIA Life
📍 Surat