Job Summary

Position Title Assistant Relationship Manager - LOY

Department Proprietary Business - Direct Sales Force

Level/ Band 102 Officer

Role Summary : Support the planning, implementation, and management of loyalty and engagement programs by coordinating with internal stakeholders, monitoring program performance, maintaining loyalty data and MIS, addressing partner and customer queries, and ensuring seamless execution of loyalty initiatives to enhance customer retention, engagement, and business growth.

Role Details

Reports To Sales Manager

Geographic & Stakeholders

Geographic Area Covered As per mapped branch & city

Stakeholders Internal DSF Sales Force

Stakeholders External Exiting Tata AIA Consumers

Key Result Areas

- Sales Achieve the set business targets on ANP and case count. Acquire New Customer through following: 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.
- Customer orientation & reporting/ (MIS) Adhere to Activity management framework advised. Follow-up on their database / leads provided through Digital Campaigns and Lead Management System (Orphan/ Current 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. 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 process changes.

Skills

- Technical MS Office Suite
- Interpersonal skills
- Communication skills
- Creative thinking skills
- Supervising / Leadership skills
- Teamwork Skills
- Influencing skills
- Relationship Building skills
- Decision making skills

Qualifications

- Qualification 12th/ Graduate
- Experience 0.6 -2 years experience 2 years experience with similar role

Disclaimer: This job posting and Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Relationship Manager - LOY (Mumbai)
🏢 TATA AIA LIFE INSURANCE
📍 Mumbai