Relationship Manager - LOY

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

• 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
• Adhere to Activity management framework advised
• Follow-up on their database / leads provided by Lead Management System (Orphan/ New Prospects)

Customer orientation & reporting/ (MIS)

• 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

Skills Required

Technical

• NA

Behavioral

• Interpersonal Skills
• Communication Skills
• Creative thinking skills
• Supervising/ Leadership skills
• Teamwork Skills
• Influencing Skills
• Relationship Building Skills
• Decision Making Skills

Incumbent Characteristics

Essential

• Qualification: Graduate
• Experience: 0 -2 years experience
• Age: Below 30 years

Desired

• Qualification: Graduate
• Experience: 2 years experience with similar role

Basic Competency

• Good Attitude
• Clear Communication (Local Language), Basic English language understanding / communication
• Basic Mathematics (% calculation etc)

Disclaimer: This Job Description 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.