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Tata AIA Life Insurance

Compare

4.0

based on 3.3k Reviews

Video summary

323 Tata AIA Life Insurance Jobs

Executive Relationship Manager

Tata AIA Life Insurance Company Ltd.

4.0

based on 3.3k Reviews

1-3 years

Pune

1 vacancy

Executive Relationship Manager

Tata AIA Life Insurance

posted 5mon ago

Job Role Insights

Flexible timing

Key skills for the job

Digital Marketing Salesforce Counselling Business Development Portfolio Relationship Management

+ 10 more

Job Description

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

Prepare for Executive Relationship Manager roles with real interview advice

Top Tata AIA Life Insurance Executive Relationship Manager Interview Questions

Q1. What is the reason behind introduction of Loan secure products amongst lenders and Insurance companies.

asked in Key Account Manager interview

View answers (5)

Q2. Say about insurance, how will get income on this plans

asked in Key Account Manager interview

View answers (4)

Q3. What are tax benefits provided in LI?

asked in Corporate Accounts Manager interview

View answers (2)

View all 43 questions

What people at Tata AIA Life Insurance are saying

3.9

Rating based on 22 Executive Relationship Manager reviews

Anonymous · BFSI, Investments & Trading in Kolkata

Likes

Good environment

Salary - Excellent

+6 more

Dislikes

Nothing to dislike

Read 22 Executive Relationship Manager reviews

Executive Relationship Manager salary at Tata AIA Life Insurance

reported by 79 employees with 2-9 years exp.

₹3 L/yr - ₹5.8 L/yr

31% 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 3.3k employees

50%

63%

60%

99%

Flexible timing

Monday to Saturday

Within city

Day Shift

View more insights

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