Assistant Relationship Manager - Direct Wealth Force

1 - 4 years

3 - 6 Lacs

Posted:1 day ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

The Associate Relationship Manager (ARM) is responsible for driving sales and achieving business targets related to life insurance products. They lead a team and collaborate closely with them to meet sales goals. The ARM plays a crucial role in expanding TATA AIA s customer base and ensuring timely policy issuance.

Organizational Relationships

Reports To

Sales Manager

Supervises

Part Time Hires

Job Dimensions

Geographic Area Covered

Location Specified

Stakeholders Internal

DSF, Stakeholder, Operations

Stakeholders External

Vendor, Customers, Hires
 

Key Result Areas

Business Target Achievement

Achieve business targets as outlined in the goal sheet through team Engage, Lead and motivate team actively toward achieving sales objectives.
 

Recruitment and Team Building

RM s need to identify, onboard and build a team of IIA (Insurance Investment Advisors) Train and guide new team members to enhance their performance.
 

Field Work and Prospecting

Conduct joint fieldwork (JFW) with team members to drive business growth. Schedule meetings with prospects to conduct need analysis and explain TATA AIA s life insurance products.
 

Sales Planning

Develop implement short-term long-term plans to achieve sales targets. Monitor progress and adjust strategies as needed

Skills Required

Technical

Basic 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

Incumbent Characteristics

Essential

Desired

Qualification

Graduate
 

Experience

Proven Sales experience (1-4 years), preferably in the insurance industry. Excellent communication and interpersonal skills. Ability to lead and motivate a team. Understanding of life insurance products and market dynamics

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