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Executive Relationship Manager - LOY
1-3 years
Thiruvananthapuram
1 vacancy
Executive Relationship Manager - LOY
Tata AIA Life Insurance
posted 3mon ago
Job Role Insights
Flexible timing
Key skills for the job
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
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 descriptionPrepare for Executive Relationship Manager roles with real interview advice
People are getting interviews at Tata AIA Life Insurance through
People are getting interviews through
(based on 103 Tata AIA Life Insurance interviews)
Referral
Job Portal
Recruitment Consultant
Walkin
Company Website
Campus Placement
27%
25%
13%
9%
6%
5%
15% candidates got the interview through other sources.
High
Confidence
?
High Confidence means the data is based on a large number of responses received from the candidates.
What people at Tata AIA Life Insurance are saying
Rating based on 18 Executive Relationship Manager
reviews
Anonymous · Life Insurance
in Bhopal
Likes
NOTHING!
Dislikes
EVERYTHING! Worst culture, illiterate HRs, Managers, Many more.. Can’t Explain. Never recommend this company to anyone.
Read 18 reviewsExecutive Relationship Manager salary at Tata AIA Life Insurance
reported by
72
employees
with 2-8
years exp.
₹3
L/yr - ₹5.7
L/yr
28%
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
Flexible timing
Monday to Saturday
Within city
Day Shift
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 
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