Assistant Relationship Manager - S2S

JOB DESCRIPTION

Position Title

Assistant Relationship Manager

Department

Direct Distribution - Direct Sales Force

Level/ Band

Officer (102/103)

Organizational Relationships

Reports to Direct

Sales Manager

Job Dimensions

Geographic Area Covered

As per mapped branch city

Stakeholders - Internal

DSF Sales Force

Stakeholders - External

Exiting Tata AIA Consumers

Key Result Areas

Sales

Leads

Natural market

References

Orphan base

Fix meetings with the prospects to conduct need analysis and explain products

Customer orientation reporting/ (MIS)

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

10+2

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 )

Competency

Competency For
Wealth Planning Officer

Proficiency Scale

Proficiency Scale Description

Consumer Focus

Understands the consumer life cycle, makes him/her feel valued and provides a value proposition suitable to the customer and make him/her a brand ambassador by making use of functional knowledge and expertise.

1

Responds to all consumers in a positive way as prescribed and attends to consumers stated needs. Establishes relationship with assigned consumer base and provides them with the required services. Is aware about organization s key offerings with regard to products and services and tries to match them to the needs of the consumer. Supports persistency through renewal collection for the assigned base and by making every effort to retain consumers by explaining features, advantages and benefits and alternate options available through out the life cycle of the policy.

Building and Managing Relationships

Collaborating with key stakeholders and team members to build positive working relationships based on confidence, trust and sensitivity to facilitate the accomplishment of common work/ business goals.

1

Focused on serving allocated customer base and reaches out to them or new and repeat business. Is comfortable to reach out to stake holders whenever a need arises. Aware about the importance of commitment and respect while dealing with stakeholders and acts accordingly.

Effective Communication

Able to communicate accurately and concisely with various stakeholders by adapting communication methods based on situation and well reasoned arguments to convince and persuade stakeholder to achieve win-win situations.

1

Can adapt to customers medium of interaction using the right language / socio-economic background focus based discussions. Well versed with multiple forms of communication suitable to make decision making easier. Maintains a positive body language while interacting with various stake holders.

Taking Ownership

Achieves results by taking responsibility proactively and by making timely decisions with speed urgency.

1

Is aware of the results to be delivered and does what is required to achieve the results. Stays focused on delivering tasks for which he/she is accountable. Escalates issues to seniors and waits for their inputs before proceeding further.

People Management

Develop and manages individuals and team performances through constructive feedback, coaching and mentoring.

1

Understands various roles and functions of team/ branch members and aligns well to own role. Comes across as a team player.

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