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 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
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/ Recent 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 recommend process gaps, flaws and

📌 Relationship Manager Erode
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📍 Erode