Job Description

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JOB DESCRIPTION
Position Overview
Position Title: Relationship Manager - NPS
Department: Direct Distribution - NPS
Level/ Band: 204
Role Summary:
Organizational Relationships
Reports to: Sale Manager
Supervises: None
Job Dimensions
Geographic Area Covered: As per mapped branch & city
Stakeholder Internal: NPS Sales Force
External: Consumers
Key Result Areas
Sales
Achieve the set business targets on ANP and case count. o Acquire New Customer through following: NPS Leads / Natural market / References /Orphan base. o Fix meetings with the prospects to explain annuity products o Implement and adhere to Need Based Selling Model. o Coordinate with Nodal officer for closure of policy o Ensuring timely issuance of policies by resolving pending etc. o Render prompt post sales service to all allocated customers with respect to all domains o Adhere to the customer touch-point engagement in order to service his portfolio of customers. o Maintaining the desired persistency ratio o Strategize and interact closely with the supervisor on delivering on Business nos. o Work collectively with the supervisor and conduct joint sales calls whenever required o To develop and implement short term and long term plans to achieve sales targets.
Customer orientation & reporting/ (MIS)

• Adhere to Activity management framework advised o Follow - up on their database / leads provided by Lead Management System (Orphan/ New Prospects. o Update the LMS (Lead management System) on a daily basis. o Adhering to the Training Road map. o Providing timely reports to the Supervisor / Area manager as per the requirement. o Ensuring compliance to internal sales process o Should be process & product champion to ensure adherence to TALIC policies and procedures. o 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: Good Knowledge of MS Office
Behavioral
Essential

• Interpersonal skills o Communication skills o Creative thinking skills o Supervising/Leadership skills o Teamwork Skills o Influencing skills o Relationship Building skills o Decision making skills o Expertise in the usage of MS Office o High levels of flexibility, adaptability to manage long hours, working under strict timelines to reach deadlines.

Incumbent Characteristics
Essential
Qualification: Graduate
Experience: 1 - 2 Yrs
Desired
Qualification: MBA
Experience: 1 - 2 Yrs
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.

Skills Required