Assistant Relationship Manager - Tata Eco System

Position Overview

Position Title

Department

Level/ Band

Organizational Relationships

1. Job Dimensions

1. Key Result Areas

• Achieve the set business targets on ANP and case count
• Acquire New Customer through following: Worksites Campaigns References Fix meetings with the prospects to conduct need analysis and explain products Implement and adhere to Need Based Selling Model. 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 (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.

Technical

Behavioral

Essential

Desired