Relationship Manager - Direct Digital
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Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives.
We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a Great Place to Work and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, People - Our Core, emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion.
Fuel your future with us, find your wings, and S.O.A.R. - Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.
Position Title | Relationship Manager - Direct Digital Assistant Relationship Manager - Direct Digital Executive Relationship Manager - Direct Digital Relationship Manager - Direct Digital Sales Manager - DSF Sourcing L1 Direct Digital Senior Key Relationship Manager - Direct Digital Senior Relationship Manager - Direct Digital Senior Sales Manager - DSF Sourcing L2 Direct Digital |
Department | Proprietary Business - DSF (PFA) |
Level/ Band | 102/103/209/303 |
Role Summary:
The Direct Digital Sales & Relationship Management team is responsible for driving customer acquisition, business growth, and revenue generation through digital and direct sales channels. The role focuses on building and maintaining strong customer relationships, identifying new business opportunities, managing customer portfolios, and ensuring high levels of customer satisfaction and retention. Responsibilities include sourcing new customers, driving sales conversions, supporting lead generation activities, managing account renewals, achieving assigned sales targets, and collaborating with cross-functional teams to deliver seamless customer experiences. The role also involves portfolio management, stakeholder engagement, and contributing to business growth by executing sales and relationship management strategies aligned with organizational objectives.
Reports To | Sales Manager - Direct Digital |
Supervises | - |
Job Dimensions
Geographic Area Covered | Zonal Area/ City/ Cities |
Stakeholders Internal | All cross functional departments |
Stakeholders External | Customers |
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 through Digital Campaigns and 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. |
Technical | . Customer Relationship Management (CRM) tools (Salesforce, Zoho CRM, Microsoft Dynamics, HubSpot) . Sales Pipeline Management . Lead Generation and Lead Qualification . Digital Sales and Online Customer Acquisition . Account and Portfolio Management . Customer Lifecycle Management . Sales Forecasting and Reporting . Revenue and Target Tracking . Renewal and Retention Management . Financial Product Knowledge (Loans, Insurance, Banking Products, Investments, etc.) . Business Development and Market Analysis . Data Analysis and MIS Reporting . Microsoft Excel (Pivot Tables, VLOOKUP/XLOOKUP, Dashboards) . Microsoft PowerPoint and Business Presentations . Customer Onboarding and KYC Processes . Cross-selling and Up-selling Techniques . Sales Performance Analytics . Digital Marketing Fundamentals and Lead Conversion . Stakeholder and Channel Partner Management . Contract and Documentation Management . Customer Service and Complaint Resolution System | |
Behavioral | ||
Essential | Desired | |
Interpersonal skills | . | |
Communication skills | . | |
Creative thinking skills | . | |
Supervising / Leadership skills | . | |
Teamwork Skills | . | |
Influencing skills | . | |
Relationship Building skills | . | |
Decision making skills | . |
Essential | Desired | |
Qualification | Graduate | MBA |
Experience | 5 Years | Prior experience of handling similar roles |
Disclaimer:
Tata AIA Life Insurance does not charge any fees from candidates during the hiring process. If the application aligns with our requirements, you may be contacted for further steps. Verify job offers through official Tata AIA communication channels to avoid fraud. The job description is the sole property of Tata AIA Life Insurance. The content of this JD is confidential, and unauthorized changes or reproduction are forbidden. To know more about Tata AIA Life, click on the weblink:
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.
Job ID: 152579625
Skills:
Microsoft Excel, Stakeholder and Channel Partner Management, customer lifecycle management, Sales Forecasting and Reporting, Lead Generation and Lead Qualification, Cross-selling and Up-selling Techniques, Sales Performance Analytics, Customer Service and Complaint Resolution System, Customer Onboarding and KYC Processes, Business Development and Market Analysis, Digital Sales and Online Customer Acquisition, Contract and Documentation Management, Revenue and Target Tracking, sales pipeline management, Account and Portfolio Management, Renewal and Retention Management, Digital Marketing Fundamentals and Lead Conversion, Financial Product Knowledge, Microsoft Powerpoint, Data Analysis and MIS Reporting, Customer Relationship Management CRM tools
