Job Description
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Relationship Manager
Tata AIA Life Insurance
Jaipur, Rajasthan
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3 hours agoFull–time
Role description
Position Overview
Position Title :
Relationship Manager-Direct Distribution – Direct Sales Force
Organizational Relationships:
• Reports To Sales Manager
Job Dimensions
Geographic Area Covered :
As per mapped branch & city
Internal Stakeholders :
DSF Sales Force
External Stakeholders :
Exiting Tata AIA Consumers
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
Relationship Manager
Tata AIA Life Insurance
Jaipur, Rajasthan
Apply
3 hours agoFull–time
Role description
Position Overview
Position Title :
Relationship Manager-Direct Distribution – Direct Sales Force
Organizational Relationships:
• Reports To Sales Manager
Job Dimensions
Geographic Area Covered :
As per mapped branch & city
Internal Stakeholders :
DSF Sales Force
External Stakeholders :
Exiting Tata AIA Consumers
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
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Jaipur 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.