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1084 Tata AIA Life Insurance Jobs

Executive Relationship Manager

2-4 years

Pune

1 vacancy

Executive Relationship Manager

Tata AIA Life Insurance

posted 5mon ago

Job Role Insights

Flexible timing

Job Description

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
  • Interpersonal Skills
  • Communication Skills
  • Creative thinking skills
  • Supervising/ Leadership skills
  • Teamwork Skills
  • Influencing Skills
  • Relationship Building Skills
  • Decision Making Skills
Qualification
  • Graduate
  • Graduate
Experience
  • 0 -2 years experience
  • 2 years experience with similar role
Basic Competency
  • Good Attitude
  • Clear Communication
  • ( Local Language ), Basic English language understanding / communication
  • Basic Mathematics ( % calculation etc )

Employment Type: Full Time, Permanent

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What people at Tata AIA Life Insurance are saying

3.8
 Rating based on 21 Executive Relationship Manager reviews

Likes

Good environment

  • Salary - Excellent
  • +6 more
Dislikes

Nothing to dislike

Read 21 Executive Relationship Manager reviews

Executive Relationship Manager salary at Tata AIA Life Insurance

reported by 73 employees with 2-8 years exp.
₹3 L/yr - ₹5.7 L/yr
29% more than the average Executive Relationship Manager Salary in India
View more details

What Tata AIA Life Insurance employees are saying about work life

based on 3.1k employees
50%
63%
60%
99%
Flexible timing
Monday to Saturday
Within city
Day Shift
View more insights

Tata AIA Life Insurance Benefits

Submitted by Company
Job Training
Health Insurance
Soft Skill Training
Cafeteria
Submitted by Employees
Job Training
Health Insurance
Soft Skill Training
Work From Home
Team Outings
Free Transport +6 more
View more benefits

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