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Executive Relationship Manager
Tata AIA Life Insurance
posted 4mon ago
Job Role Insights
Flexible timing
Key skills for the job
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.
- 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.
- Interpersonal Skills
- Communication Skills
- Creative thinking skills
- Supervising/ Leadership skills
- Teamwork Skills
- Influencing Skills
- Relationship Building Skills
- Decision Making Skills
- Graduate
- Graduate
- 0 -2 years experience
- 2 years experience with similar role
- 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
Rating based on 21 Executive Relationship Manager
reviews
Anonymous · BFSI, Investments & Trading
in Kolkata
Good environment
- Salary - Excellent+6 more
Nothing to dislike
Executive Relationship Manager salary at Tata AIA Life Insurance
What Tata AIA Life Insurance employees are saying about work life
Tata AIA Life Insurance Benefits
Job Training Health Insurance Soft Skill Training 
Cafeteria 
Job Training 
Health Insurance 
Soft Skill Training 
Work From Home 
Team Outings 
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