Relationship Manager Ahmedabad

Relationship Manager Ahmedabad

16 Aug
|
TATA AIA LIFE INSURANCE
|
Ahmedabad

16 Aug

TATA AIA LIFE INSURANCE

Ahmedabad

Achieve the set business targets on ANP and case count
Acquire Recent 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 through Digital Campaigns

and Lead Management System (Orphan/ Recent 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.
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 process changes.

📌 Relationship Manager Ahmedabad
🏢 TATA AIA LIFE INSURANCE
📍 Ahmedabad

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