Tata AIA Life
Job Description
Direct Distribution Pensions – Individual Business Relationship Manager – NPS 1 12
JOB DESCRIPTION
A Position Overview
Position Title
Assistant Relationship Manager – NPS / Relationship Manager – NPS / Sr. Relationship Manager – NPS
Department
Direct Distribution – NPS
Level/ Band
204
Role Summary:
B Organizational Relationships
Reports to
Sales Manager
Supervises
None
C Job Dimensions
Geographic Area Covered
As per mapped branch & city
Stakeholders Internal
NPS Sales Force
External
Consumers
D Key Result Areas
Sales
– Achieve the set business targets on ANP and case count
– Acquire New Customer through following:
NPS Leads / Natural market / References / Orphan base
.Fix meetings with the prospects to explain annuity products
– Implement and adhere to Need Based Selling Model.
– Coordinate with Nodal officer for closure of policy
– 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.
– 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.
E Skills Required
Technical
Good Knowledge of MS Office
Behavioral
Essential
Desired
Interpersonal skills
.
Communication skills
.
Creative thinking skills
.
Supervising/Leadership skills
.
Teamwork Skills
.
Influencing skills
.
Relationship Building skills
.
Decision making skills
.
.Expertise in the usage of MS Office
.High levels of flexibility, adaptability to manage long hours, working under strict timelines to reach deadlines
F Incumbent Characteristics
Essential
Desired
Experience: 0.00-50.00 Years