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

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Achieve the set business targets on ANP and case count

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Acquire New Customer through following: Leads

Natural market References Orphan base

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Fix meetings with the prospects to conduct need

analysis and explain products

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Implement and adhere to Need Based Selling Model.

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Up- sell & Cross Sell the Orphan Base of Customers allocated.

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Ensuring timely issuance of policies by resolving pending etc.

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Render prompt post sales service to all allocated customers with respect to all domains

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

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Maintaining the desired persistency ratio

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Strategize and interact closely with the supervisor on delivering on Business nos.

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Work collectively with the supervisor and conduct joint sales calls whenever required

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To develop and implement short term and long term

plans to achieve sales targets

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Adhere to Activity management framework advised

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Follow – up on their database / leads provided by Lead Management System (Orphan/ Recent Prospects.

Customer orientation & reporting/ (MIS)

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Update the LMS (Lead management System) on a daily basis.

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Adhering to the Training Road map.

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Providing timely reports to the Supervisor / Area manager as per the requirement.

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Ensuring compliance to internal sales process

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Should be process & product champion to ensure adherence to TALIC policies and procedures.

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Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and

📌 Relationship Manager (Pune)
🏢 TATA AIA LIFE INSURANCE
📍 Pune