Relationship Manager - LOY

JOB DESCRIPTION

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Position Title

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Relationship Manager

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Department

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Direct Distribution – Direct Sales Force

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Level/ Band

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Officer

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Reports to Direct

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Sales Manager

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Geographic Area Covered

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As per mapped branch & city

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Stakeholders - Internal

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DSF Sales Force

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Stakeholders - External

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Exiting Tata AIA Consumers

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Organizational Relationships Job Dimensions

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Key Result Areas

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Sales

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· Achieve the set business targets on ANP and case count

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· Acquire New Customer through following: Leads

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Natural market References Orphan base

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· Fix meetings with the prospects to conduct need

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analysis and explain products

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· Implement and adhere to Need Based Selling Model.

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· Up- sell & Cross Sell the Orphan Base of Customers allocated.

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· Ensuring timely issuance of policies by resolving pending etc.

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· Render prompt post sales service to all allocated customers with respect to all domains

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· Adhere to the customer touch-point engagement in order to service his portfolio of customers.

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· Maintaining the desired persistency ratio

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· Strategize and interact closely with the supervisor on delivering on Business nos.

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· Work collectively with the supervisor and conduct joint sales calls whenever required

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· To develop and implement short term and long term

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plans to achieve sales targets

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· Adhere to Activity management framework advised

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· Follow – up on their database / leads provided by Lead Management System (Orphan/ New Prospects.

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Customer orientation & reporting/ (MIS)

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· Update the LMS (Lead management System) on a daily basis.

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· Adhering to the Training Road map.

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· Providing timely reports to the Supervisor / Area manager as per the requirement.

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· Ensuring compliance to internal sales process

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· Should be process & product champion to ensure adherence to TALIC policies and procedures.

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· 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

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changes.

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Skills Required

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Technical

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Behavioral

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Essential

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Desired

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Interpersonal Skills

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·

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Communication Skills

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·

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Creative thinking skills

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·

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Supervising/ Leadership skills

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·

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Teamwork Skills

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·

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Influencing Skills

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·

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Relationship Building Skills

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·

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Decision Making Skills

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·

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Incumbent Characteristics

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Essential

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Desired

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Qualification

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Graduate

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Graduate

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Experience

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0 -2 years’ experience

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2 years’ experience with similar role

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Age

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Below 30 years

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Basic Competency

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Good Attitude

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Clear Communication

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( Local Language ), Basic English language understanding / communication

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Basic Mathematics ( % calculation etc )

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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.