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Relationship Manager - NPS

Tata AIA Life

Post time
Posted On Oct 16, 2023
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Relationship Manager - NPS
Tata AIA Life
Chandigarh, India
Job Description

Direct Distribution Pensions - Individual Business Relationship Manager - NPS 1 12


A Position Overview

Position Title

Assistant Relationship Manager - NPS / Relationship Manager - NPS / Sr. Relationship Manager - NPS


Direct Distribution - NPS

Level/ Band


Role Summary:

B Organizational Relationships

Reports to

Sales Manager



C Job Dimensions

Geographic Area Covered

As per mapped branch & city

Stakeholders Internal

NPS Sales Force



D Key Result Areas


  • Achieve the set business targets on ANP and case count
  • Acquire New Customer through following:

NPS Leads / Natural market / References / Orphan base

·         Fix meetings with the prospects to explain annuity products

  • Implement and adhere to Need Based Selling Model.
  • Coordinate with Nodal officer for closure of policy
  • 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, business continuity programs by executing and reporting within defined timelines.  Highlight and recommend process gaps, flaws and process changes.

E Skills Required


§  Good Knowledge of MS Office




Interpersonal skills


Communication skills


Creative thinking skills


Supervising/Leadership skills


Teamwork Skills


Influencing skills


Relationship Building skills


Decision making skills


·         Expertise in the usage of MS Office

·         High levels of flexibility, adaptability to manage long hours, working under strict timelines to reach deadlines

F Incumbent Characteristics



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