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Tata AIA Life Insurance

Compare

4.0

based on 3k Reviews

856 Tata AIA Life Insurance Jobs

Relationship Manager - LOY

Tata AIA Life Insurance Company Ltd.

4.0

based on 3k Reviews

1-3 years

Ghaziabad

1 vacancy

Relationship Manager - LOY

Tata AIA Life Insurance

posted 3mon ago

Job Role Insights

Flexible timing

Key skills for the job

Salesforce LMS Direct Sales Lead Management Sales Process Interpersonal Skills

+ 1 more

Job Description

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

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.

Employment Type: Full Time, Permanent

Read full job description

Tata AIA Life Insurance Interview Questions & Tips

Prepare for Tata AIA Life Insurance Relationship Manager roles with real interview advice

People are getting interviews at Tata AIA Life Insurance through

(based on 103 Tata AIA Life Insurance interviews)

Referral

Job Portal

Recruitment Consultant

Walkin

Company Website

Campus Placement

27%

25%

13%

15% candidates got the interview through other sources.

High Confidence

What people at Tata AIA Life Insurance are saying

3.9

Rating based on 343 Relationship Manager reviews

Anonymous · Other Hospital Staff in Prayagraj / Allahabad, Uttar Pradesh

Likes

Superbb and grate place for work awesome experience Superbb staff friendly environment and the best part is this TATA and TATA alwys care for their employees

Dislikes

There is no dislike and disadvantage in this organisation. Only likes and likes in this organisation. I strongly recommended everyone have to join Tata

Read 343 reviews