Tata Aia Life Jobs in India

Job Responsibilities : Relationship Manager

Salary : 200000 per YEAR

Company : Tata AIA Life

Location : India IN

Position Title
Assistant Relationship Manager

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

· Achieve the set business targets on ANP and case count
· Acquire New Customer through following:
Natural market
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 dev elop 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 pl anning business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps flaws and process changes.

Skills Required




Interpersonal Skills

Communication Skills

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