Job Description

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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
xc2xb7 Achieve the set business targets on ANP and case count
xc2xb7 Acquire New Customer through following: Leads
Natural market References Orphan base
xc2xb7 Fix meetings with the prospects to conduct need
analysis and explain products
xc2xb7 Implement and adhere to Need Based Selling Model.
xc2xb7 Up- sell & Cross Sell the Orphan Base of Customers allocated.
xc2xb7 Ensuring timely issuance of policies by resolving pending etc.
xc2xb7 Render prompt post sales service to all allocated customers with respect to all domains
xc2xb7 Adhere to the customer touch-point engagement in order to service his portfolio of customers.
xc2xb7 Maintaining the desired persistency ratio
xc2xb7 Strategize and interact closely with the supervisor on delivering on Business nos.
xc2xb7 Work collectively with the supervisor and conduct joint sales calls whenever required
xc2xb7 To develop and implement short term and long term
plans to achieve sales targets
xc2xb7 Adhere to Activity management framework advised
xc2xb7 Follow up on their database / leads provided by Lead Management System (Orphan/ New Prospects.
Customer orientation & reporting/ (MIS)
xc2xb7 Update the LMS (Lead management System) on a daily basis.
xc2xb7 Adhering to the Training Road map.
xc2xb7 Providing timely reports to the Supervisor / Area manager as per the requirement.
xc2xb7 Ensuring compliance to internal sales process
xc2xb7 Should be process & product champion to ensure adherence to TALIC policies and procedures.
xc2xb7 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
xc2xb7
Communication Skills
xc2xb7
Creative thinking skills
xc2xb7
Supervising/ Leadership skills
xc2xb7
Teamwork Skills
xc2xb7
Influencing Skills
xc2xb7
Relationship Building Skills
xc2xb7
Decision Making Skills
xc2xb7
Incumbent Characteristics
Essential
Desired
Qualification
Graduate
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 )
Disclaimer: This is indicative in nature. The duty list/Goal Sheet provided to you can vary from the aforesaid in view of Organisational need/requirement from time to time.
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 Tatas pre-eminent leadership position in India and AIAs 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.