Tata AIA Life Looking for Relationship Manager – NPS at Ranchi

Tata AIA Life

Job Description

 

Role 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

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