Relationship Manager - Direct Digital

Job Description

A Position Overview

Position Title

Relationship Manager - AUM

Department

Direct Distribution

Level/ Band

102

Role Summary:

The Associate Relationship Manager (ARM) is responsible for driving sales and achieving business targets related to life insurance products. They lead a team and collaborate closely with them to meet sales goals. The ARM plays a crucial role in expanding TATA AIA s customer base and ensuring timely policy issuance.

B Organizational Relationships

Reports To

Sales Manager

Supervises

Part Time Hires

C Job Dimensions

Geographic Area Covered

Location Specified

Stakeholders Internal

DSF, Stakeholder, Operations

External

Vendor, Customers, Hires

D Key Result Areas

1. Business Target Achievement:
• Achieve business targets as outlined in the goal sheet through team
• Engage, Lead and motivate team actively toward achieving sales objectives.
2. Recruitment and Team Building:
• Recruit and onboard Team members to strengthen the sales team.
• Train and guide new team members to enhance their performance.
3. Field Work and Prospecting:
• Conduct joint fieldwork (JFW) with team members to drive business growth.
• Schedule meetings with prospects to conduct need analysis and explain TATA AIA s life insurance products.
4. Sales Planning:
• Develop & implement short-term & long-term plans to achieve sales targets.
• Monitor progress and adjust strategies as needed

E Skills Required

Technical

>

Behavioral

Basic MS office

Essential

Desired

Interpersonal skills

Communication skills

Creative thinking skills

Supervising/Leadership skills

Teamwork Skills

Influencing skills

Relationship Building skills

Decision making skills

F Incumbent Characteristics

Essential

Desired

Qualification

Graduate

Experience

• Proven Sales experience (1-4 years), preferably in the insurance industry.
• Excellent communication and interpersonal skills.
• Ability to lead and motivate a team.
• Understanding of life insurance products and market dynamics