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    Relationship Manager - vadodara, India - Tata AIA Life Insurance

    Tata AIA Life Insurance
    Tata AIA Life Insurance vadodara, India

    4 hours ago

    tata aia life insurance background
    Description

    Position Title

    JOB DESCRIPTION

    Position Title

    Assistant 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 theset business targets on ANP and case count

    ·Acquire New Customer through following:

    Leads

    Natural market

    References

    Orphan base

    ·Fix meetings with the prospectsto 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,businesscontinuity 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

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