Position Title - Assistant Relationship Manager (fresher)

Department - Direct Distribution - Direct Sales Force

Level/ Band - Officer Sales Manager

Reports to Direct

As per mapped branch & city

Key Result Areas

Achieve the set business targets on ANP and case count

Acquire Current 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

Sales

Adhere to the customer touch-point engagement in order to service his portfolio of customers.

Maintaining the desired persist-ency 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/

New 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.

Customer

Ensuring compliance to internal sales process orientation & reporting/ (MIS)

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.

Skills Required - Technical / Behavioral /Essential Desired -

Interpersonal Skills

Communication Skills

Creative thinking skills

Supervising/ Leadership skills

Teamwork Skills

Influencing Skills

Relationship Building Skills

Decision Making Skills

Qualification - Graduate

Age - Below 30 years

Basic

( Local Language ), Basic English language understanding / communication

Competency

Basic Mathematics ( % calculation etc )

📌 Walk-in || Assistant Relationship Manager - Direct Channel (fresher) (Mumbai)
🏢 TATA AIA LIFE INSURANCE
📍 Mumbai