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Relationship Manager - S2S

1.00 to 3.00 Years   Surat   02 May, 2024
Tata AIA Life Insurance Company Limited
Job LocationSurat
EducationNot Mentioned
SalaryRs 1.0 - 4.0 Lakh/Yr
IndustryInsurance
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    WEALTH PLANNING OFFICER JOB DESCRIPTION
    • Position Title Relationship Manager
    • Department Direct Distribution Direct Sales Force
    Organizational Relationships
    • Reports to Direct Sales Manager
    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
    • Customer orientation & reporting/ (MIS)
      • 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

Keyskills :
bfsiinsurancebancassuranceagency salesdirect marketing

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