Job Description

Role description

A Position Overview

Position Title

Assistant Relationship Manager- LOY

Department

DSF-Agency Sales

Level/ Band

102/Officer

Organizational Relationships

Reports To

Sales Manager

Supervises

D Key Result Areas

Distribution Deliverables

.Ensure planning & recruitment of sanctioned number of FPOs/WMCs and Sales Manager for FPO Units in the Region.

.Achieve sales targets on issued FYP as per budgets informed.

.Implement Needs based Selling and Activity Management processes amongst the teams managed.

.Support the business planning and implementation process for the business with the Sales Manager.

.Assist / Support Geographical Expansion initiatives as planned and advised from time to time.

.Submission for required reports as per the time lines.

.Review with Sales Manager as per agreed periodicity.

.Driving benchmark persistency within the region.

Business Results

.Monitor and evaluate achievement of targets against the following parameters:

oIssued FYP/

oProductivity per FPO

oProductivity per Sales Manager Team ,





oCase rate,

oAverage Case Size,

oActivity Ratio,

oAttrition.

.Monitor, control & evaluate the activity of the Sales Manager through Activity Management System and Lead Management System.

.Achieve the Team Cross Sell/ Up-Sell Targets from the orphan customer base allocated to the team in the Region

.Meeting service related goals and achieve renewal, reinstatement and resulting Persistency objectives for the teams in the Region.

Optimal Resource Management for Region through liaison with Zone Office/Head Office

.Own the resources & spend budgets for the Region

.Plan budgeting of resources for the region

.Liaise with ZO / HO for budgetary requirements,.

.Own region level marketing plans and promotions.

.Support the offices in the region on operational issues.

People Development

.Enable superlative performance standards through alignment of the team with the organization's objectives as commun

📌 Assistant Relationship Manager (Pune)
🏢 Tata AIA Life
📍 Pune