Job Description
Job description
JOB DESCRIPTION
Position Title
Relationship Manager
Department
Direct Distribution – Direct Sales Force
Level/ Band
Officer
Reports to Direct
Sales Manager
Geographic Area Covered
As per mapped branch & city
Stakeholders - Internal
DSF Sales Force
Stakeholders - External
Exiting Tata AIA Consumers
Organizational Relationships Job Dimensions
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
• Adhere to Activity management framework advised
• Follow – up on their database / leads provided by Lead Management System (Orphan/ New Prospects.
Customer orientation & reporting/ (MIS)
• 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.
Skills Required
Technical
Behavioral
Essential
Desired
Interpersonal Skills
•
Communication Skills
•
Creative thinking skills
•
Supervising/ Leadership skills
•
Teamwork Skills
•
Influencing Skills
•
Relationship Building Skills
•
Decision Making Skills
•
Incumbent Characteristics
Essential
Desired
Qualification
Graduate
Graduate
Experience
0 -2 years’ experience
2 years’ experience with similar role
Age
Below 30 years
Basic Competency
Good Attitude
Clear Communication
( Local Language ), Basic English language understanding / communication
Basic Mathematics ( % calculation etc )
Disclaimer: This Job Description is indicative in nature. The duty list/Goal Sheet provided to you can vary from the aforesaid in view of Organisational need/requirement from time to time.
JOB DESCRIPTION
Position Title
Relationship Manager
Department
Direct Distribution – Direct Sales Force
Level/ Band
Officer
Reports to Direct
Sales Manager
Geographic Area Covered
As per mapped branch & city
Stakeholders - Internal
DSF Sales Force
Stakeholders - External
Exiting Tata AIA Consumers
Organizational Relationships Job Dimensions
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
• Adhere to Activity management framework advised
• Follow – up on their database / leads provided by Lead Management System (Orphan/ New Prospects.
Customer orientation & reporting/ (MIS)
• 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.
Skills Required
Technical
Behavioral
Essential
Desired
Interpersonal Skills
•
Communication Skills
•
Creative thinking skills
•
Supervising/ Leadership skills
•
Teamwork Skills
•
Influencing Skills
•
Relationship Building Skills
•
Decision Making Skills
•
Incumbent Characteristics
Essential
Desired
Qualification
Graduate
Graduate
Experience
0 -2 years’ experience
2 years’ experience with similar role
Age
Below 30 years
Basic Competency
Good Attitude
Clear Communication
( Local Language ), Basic English language understanding / communication
Basic Mathematics ( % calculation etc )
Disclaimer: This Job Description is indicative in nature. The duty list/Goal Sheet provided to you can vary from the aforesaid in view of Organisational need/requirement from time to time.
💡 Quick Summary
Seeking a career-building opportunity? The Key Account Manager - Yes Bank Branch Banking position is now open for candidates interested in the Bank Jobs sector. This role in Udaipur offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
