Job Description
Role description
JOB DESCRIPTION Position Title: Relationship Manager Department: Direct Distribution-Direct Sales Force Level/ Band: Officer/Executive Organizational Relationships Reports to Direct: Sales Manager Job Dimensions Geographic Area Covered - As per mapped branch & city. Stakeholders - Internal DSF Sales Force Stakeholders - External 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 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. Interpersonal Skills . Communication Skills . Influencing Skills . Relationship Building Skills . Decision Making Skills Desired . Creative thinking skills . Supervising/ Leadership skills .
Teamwork Skills Incumbent Characteristics Essential Qualification:
Graduate
Experience: 0.6 -2 years' experience
Age: Below 30 years
Basic Competency:
Good Attitude,Clear Communication(Local Language), Basic English language understanding / communication Basic Mathematics ( % calculation etc)
Desired
Qualification: Graduate
Experience:
2 years' experience with similar role. Competency Competency For Wealth Planning Officer Consumer Focus Understands the consumer life cycle, makes him/her feel valued and provides a value proposition suitable to the customer and make him/her a brand ambassador by making use of functional knowledge and expertise.
Proficiency Scale: 1
Proficiency Scale Description: Responds to all consumers in a positive way as prescribed and attends to consumers stated needs. Establishes relationship with assigned consumer base and provides them with the required services. Is aware about organization's key offerings with regard to products and services and tries to match them to the needs of the consumer. Supports persistency through renewal collection for the assigned
JOB DESCRIPTION Position Title: Relationship Manager Department: Direct Distribution-Direct Sales Force Level/ Band: Officer/Executive Organizational Relationships Reports to Direct: Sales Manager Job Dimensions Geographic Area Covered - As per mapped branch & city. Stakeholders - Internal DSF Sales Force Stakeholders - External 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 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. Interpersonal Skills . Communication Skills . Influencing Skills . Relationship Building Skills . Decision Making Skills Desired . Creative thinking skills . Supervising/ Leadership skills .
Teamwork Skills Incumbent Characteristics Essential Qualification:
Graduate
Experience: 0.6 -2 years' experience
Age: Below 30 years
Basic Competency:
Good Attitude,Clear Communication(Local Language), Basic English language understanding / communication Basic Mathematics ( % calculation etc)
Desired
Qualification: Graduate
Experience:
2 years' experience with similar role. Competency Competency For Wealth Planning Officer Consumer Focus Understands the consumer life cycle, makes him/her feel valued and provides a value proposition suitable to the customer and make him/her a brand ambassador by making use of functional knowledge and expertise.
Proficiency Scale: 1
Proficiency Scale Description: Responds to all consumers in a positive way as prescribed and attends to consumers stated needs. Establishes relationship with assigned consumer base and provides them with the required services. Is aware about organization's key offerings with regard to products and services and tries to match them to the needs of the consumer. Supports persistency through renewal collection for the assigned
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager position is now open for candidates interested in the Counter Sales 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 Counter Sales Jobs is a plus.
