Job Description

:
Position Title
Relationship Manager
Department
Direct Distribution - Direct Sales Force
Level/ Band
Officer (102/103)
Organizational Relationships
Reports to Direct
Sales Manager
Job Dimensions
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:

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

Customer orientation & reporting/ (MIS)

• 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.
• 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 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

Incumbent Characteristics
Essential
Desired
Qualification
10+2
Graduate
Experience
0 -2 years' experience
2 years' experience with similar role
Age
Below 30 years
Basic Competency
Good Attitude
Clear Communication ( Local Language ), Basic English language understanding / communication
Basic Mathematics ( % calculation etc )
About Company:
Tata AIA Life Insurance Company Limited (Tata AIA Life) is a joint venture company, formed by Tata Sons Pvt. Ltd. and AIA Group Ltd. (AIA). Tata AIA Life combines Tata's pre-eminent leadership position in India and AIA's presence as the largest, independent listed pan-Asian life insurance group in the world spanning 18 markets in the Asia Pacific region. Tata AIA Life has written retail new business weighted premium of Rs. 2,692 crore for the financial year 2019-20. For the same period, the 13th month persistency of the company was at 89.10% and, the individual death claims settlement ratio was 99.06%. One of the fastest growing companies in the Life Insurance sector, Tata AIA Life is now ranked at no. 5, based on individual weighted new business premium.