JOB DESCRIPTION

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


Behavioral



Essential

Desired

Interpersonal Skills

• 
  

Communication Skills

• 
  

Creative thinking skills

• 
  

Supervising/ Leadership skills

• 
  

Teamwork Skills

• 
  

Influencing Skills

• 
  

Relationship Building Skills

• 
  

Decision Making Skills

• 
  

Incumbent Characteristics

Essential

Desired

Qualification

Graduate

Graduate

Experience

0 -2 years' experience

2 years' experience with similar role

Age

Below 30 years


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.