• Position Title : Relationship Manager - Direct Distribution – Direct Sales Force
• Reports To Sales Manager
• Geographic Area Covered : As per mapped branch & city
• Internal Stakeholders : DSF Sales Force
• External Stakeholders : 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 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.
• Essential Desired
• Qualification : 10+2 , Graduate PG
• Experience : 0 -2 years’ experience (Insurance / Financial Service Background)
• Basic Competency : Good Attitude, Clear Communication ( Local Language ), Basic English language understanding / communication, Basic Mathematics ( % calculation etc )
• CTC - 2.50 to 2.80 Lacs