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/ Current 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 g
📌 Relationship Manager (Balasore)
🏢 Tata AIA Life
📍 Balasore
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