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tata aia life Looking for Relationship Manager at Jamshedpur

tata aia life

Job Description

 

Department Partnership Distribution Qualification Graduate Experience 1 – 2 years in Sales Role Summary Provide support in Sales of Life Insurance business to equity securities customers at HDFC Securities branches at customer premises across assigned locations Reports To AM TM Supervises NA Geographic Area Covered Zone Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner Key Result Areas Organization Process Key Contributions Sales Achieve pre-set business targets on WNBP persistency case count active branch active sales staff and various KPIs for designated branches Working jointing with the Branch Manager on Business Implementation plan Driving and motivating the branch staff and providing closure support logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the HDFC Securities branch staff and ensure the business targets and Productivity targets of the allocated branches are met effectively Prospect and meet customers within and outside the Branch as when required To develop agree and implement short term and long term plans to achieve sales targets To achieve branch staff activation activation targets Work collectively with HDFC Securities staff and conduct joint sales calls as a team to achieve business nos Seek commitment from the partner towards achievement of business objective Relationship Management Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc Adhere to the customer touch-point engagement in order to service his portfolio of customers To maintain the desired persistency ratio Prompt post-sales service with respect to all domains Strategize and interact closely with the HDFC Securities branch manager on business plan execution Ensure that there are nil escalations on service quality and responsiveness by Partner Ensure Compliance Ensure compliance to internal sales process other compliance standards Should be process product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team MIS Adhering to the Training Road map Providing timely reports to the Supervisor as per the requirement Adhering to the TALIC code of conduct 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 Competencies Competency Proficiency Scale Proficiency Scale Description Business Acumen and Strategic Orientation Ability to align with the organization s vision with a fair understanding of the insurance industry regulations financial in order to deliver profitable and sustainable business growth 1 Has a basic understanding of own role and utilizes required skills and knowledge in one s own area of work to meet targets Has basic knowledge bout company and competitor products Has basic knowledge of insurance industry and financial markets Understands the requirements of the partner customer and consumer to facilitate product selling Has basic understanding of partner business internal processes and market of operations Customer and Consumer Focus Customer and Consumer Focus is about adding value to all partners customers internal and external through thought action behavior Adding value implies understanding the customer needs vis a vis the market and being committed in delivering solutions that delight the customer and consumer to build and maintain the relationship without compromising on company objectives and values 2 Makes a conscious attempt to understand and act on the partner and consumer re

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