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    Relationship Manager - mumbai, India - Tata AIA Life Insurance

    tata aia life insurance background
    Description

    JOBDESCRIPTION

    A PositionOverview

    PositionTitle

    RelationshipManager–GroupAnnuity

    Department

    GroupFundsandAnnuity

    Level/Band

    Executive

    RoleSummary:

    B Organizational Relationships

    Reportsto

    SalesManager–GroupAnnuity

    Supervises

    None

    C JobDimensions

    GeographicAreaCovered

    AspermappingtotheGroupTeamZone

    Stakeholders-Internal

    GroupFundsTeam

    External

    Corporates/Companies

    D KeyResultAreas

    Sales

    ·AchievethesetbusinesstargetsonANPand/orcasecount

    ·AcquireNewCustomerthroughretireesfromcompanies/Referencesofcorporate retirees / Nodal Officers of companies

    ·Fixmeetingswiththeprospectstoexplaingroupannuitysolutionsfacetoface

    ·Fillupdigitalapplicationformonthetab

    ·CoordinatewithNodalofficerstosharedatainappropriateformatwithTALIC central operations team for closure

    ·Ensuretimelyfundstransfer(PurchasePrice)fromthecorporatetoTALICaccount

    ·Ensuringtimelyissuanceofpoliciesbyresolvingpendingetc.

    ·Renderpromptpostsalesservicetoallcustomers

    ·KeepataboncompetitiveactivityinassignedcorporatesandupdateSupervisor

    ·StrategizeandinteractcloselywiththesupervisorondeliveringonBusinessnos.

    ·Workwiththesupervisorandconductjointsalescallswheneverrequired

    ·Todevelop GroupAnnuitybusinessbyidentifyingcorporatesnotempanelledwith TALIC and seek support of Group Funds team to tie up with them

    ·Jobrequirestravelwithinthezoneaspercompanytravelpolicy

    Customerorientation& reporting/ (MIS)

    ·Adheretosalesactivitymanagementframeworkinplace

    ·Follow–upondatabase/leadsprovidedtotheRMs

    ·Updatetheleadsstatusonadailybasis

    ·AdheringtotheTrainingRoadmap.

    ·ProvidingtimelyreportstoSupervisorasrequired

    ·Ensuringcompliancetointernalsalesprocess

    ·Followprocess&productcomplianceasperTALICpoliciesandprocedures

    ·Participateinriskmitigationactivities,identifyprocess


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