Job Description

Role description

JOB DESCRIPTION

Position Title

Relationship Manager

Department

Direct Distribution - Direct Sales Force

Level/ Band

Officer

Reports to Direct

Sales Manager

Geographic Area Covered

As per mapped branch & city

Stakeholders - Internal

DSF Sales Force

Stakeholders - External

Exiting Tata AIA Consumers

Organizational Relationships Job Dimensions

Key Result Areas

Sales

. 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 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

📌 Relationship Manager Hyderabad (India)
🏢 Tata AIA Life
📍 India