Relationship Manager - Group Annuity

Sales

• Achieve the set business targets on ANP and/or case count
• Acquire New Customer through retirees from companies / References of corporate retirees / Nodal Officers of companies
• Fix meetings with the prospects to explain group annuity solutions face to face
• Fill up digital application form on the tab
• Coordinate with Nodal officers to share data in appropriate format with TALIC central operations team for closure
• Ensure timely funds transfer (Purchase Price) from the corporate to TALIC account
• Ensuring timely issuance of policies by resolving pending etc.
• Render prompt post sales service to all customers
• Keep a tab on competitive activity in assigned corporates and update Supervisor
• Strategize and interact closely with the supervisor on delivering on Business nos.
• Work with the supervisor and conduct joint sales calls whenever required
• To develop Group Annuity business by identifying corporates not empanelled with TALIC and seek support of Group Funds team to tie up with them
• Job requires travel within the zone as per company travel policy

Customer orientation & reporting/ (MIS)

• Adhere to sales activity management framework in place
• Follow - up on database / leads provided to the RMs
• Update the leads status on a daily basis
• Adhering to the Training Road map.
• Providing timely reports to Supervisor as required
• Ensuring compliance to internal sales process
• Follow process & product compliance as per TALIC policies and procedures
• Participate in risk mitigation activities, identify process