747 Lead Management Jobs - Page 5

- Identify potential clients through online platforms, market research, referrals, and networking. - Present company services to prospects. - Act as the single point of contact for clients, ensuring clarity, accuracy, and timely communication.

You will be responsible for calling and connecting with potential property buyers, understanding their needs, and suggesting the best-fit options available. Building strong relationships with buyers and developers will be a key aspect of your role, along with keeping leads warm through regular follow-ups and site visits. Providing complete project information to buyers and ensuring a smooth experience throughout the buying process will be crucial. Staying updated on market trends and new projects is essential to provide accurate and up-to-date information to potential buyers. You will also be required to maintain accurate records of all leads and support buyers until they meet the closing team. This is a target-driven role with growth opportunities for individuals who excel in the real estate industry. BNM Business Solutions LLP is a fast-growing channel partner in the real estate industry with a presence of 5 years. The company combines the power of information with a deep understanding of the real estate sector to simplify and transparently show the home-buying process. The team at BNM aims to increase trust in the home-buying process by guiding buyers through technology-enabled tools, helping them find the right property within their desired location and budget, and providing on-the-ground support. In addition to providing information on different localities and properties, the company also assists with initial project evaluation and ensures a smooth and happy home-buying experience for thousands of families. Join us at BNM Business Solutions LLP to be a part of a team dedicated to making the home-buying process easier and more transparent for our clients.,

As an Insurance Sales Representative, your main responsibility will be to engage with clients via calls and emails to establish trust and clear communication. You will also be tasked with discovering new clients through networking, referrals, and friendly outreach calls. It is crucial for you to deeply understand the needs of each client and recommend personalized insurance solutions with care. Additionally, consistent follow-up, addressing concerns in a kind manner, and converting inquiries into valued clients will be key aspects of your role. It is essential to stay updated on industry trends, effectively manage leads, and provide insightful information to management. The ideal candidate for this position should possess effective communication skills, a good knowledge of insurance products, strong problem-solving abilities, proficiency in lead management and sales tracking, as well as excellent time management and organizational skills. This is a full-time position suitable for fresher candidates. The work location is in person. For further details and to express your interest in this position, please speak with the employer at +91 9503776369.,

As a Business Development Manager in the Commercial Lines department, you will play a key role in driving new business development and revenue generation. Reporting to the Chief Business Officer, you will be responsible for leading a team of Business Development Executives to achieve agreed targets and effectively manage client relationships. Your primary focus will be on lead management, RFQ conversion, and ensuring the team's success. To excel in this role, you must possess a minimum qualification of a Graduate degree and have at least 5 years of sales experience, with a minimum of 2 years in your current organization. Strong communication skills in both English and the local language are essential, along with proven convincing, networking, and negotiation skills. Experience in team management, self-motivation, and a results-driven attitude are also key requirements. Your success will be measured by your ability to demonstrate excellent selling skills, end-to-end sales planning expertise, active pipeline management, and successful sales closures. Additionally, you should excel in client engagement, key account management, and have a proven track record in up-selling and cross-selling. Proficiency in MS-Office tools such as Excel, Word, and PowerPoint is necessary for this role. In this position, you will focus on the BFSI industry, specifically in areas such as corporate salary accounts, life insurance group sales, corporate banking, NBFC SME loans, mutual fund sales, and bancassurance. A strong background in conceptualizing and implementing business plans will be beneficial in driving success in this role. Candidates with less than 2 years of service length in their current or previous assignments will be disqualified from consideration for this role. If you are a highly motivated individual with exceptional sales skills, team management experience, and a passion for driving business growth in the commercial lines category, we invite you to apply for this exciting opportunity.,

-The candidate has to relocate to Gurgaon/Gurugram As a Sales Executive/ Sales Associate at PlanetSpark, you will be an integral part of our sales team, responsible for driving revenue growth through effective sales strategies.

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. <

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.

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. <

Mantras2success Consultants is seeking a highly motivated Sales Executive (Telecalling) to join our client's team. Our client is a leading manufacturer of equipment for overhead transmission line stringing and underground cable laying. In this role, you will be responsible for generating leads through outbound calls and converting them into potential business opportunities. The ideal candidate will excel at understanding prospect needs and persuasively engaging them with our products and services. Key Responsibilities Lead Generation : Generate new leads by making targeted outbound calls to potential clients. Needs Assessment & Solution Presentation : Understand customer requirements and effectively present appropriate solutions tailored to their needs. Lead Conversion : Convert leads into tangible sales opportunities through persuasive and effective communication. CRM Management : Maintain and diligently update detailed records of all calls and follow-ups within the CRM system . Relationship Building : Build and nurture strong relationships with prospects to foster long-term business partnerships. Strategy Collaboration : Collaborate closely with sales and marketing teams to continuously improve lead generation strategies . Target Achievement : Consistently meet or exceed monthly and quarterly lead conversion targets . Reporting : Provide regular reports on call activities and key conversion metrics. Qualifications Experience : Proven experience in telemarketing, inside sales, or business development . Communication Skills : Excellent communication and negotiation skills. Interpersonal Abilities : Strong persuasion and interpersonal abilities. Software Familiarity : Familiarity with CRM software and lead management tools is a plus. Work Ethic : Self-motivated with a goal-oriented approach. Resilience : Ability to handle rejection professionally and maintain a positive attitude. Company Profile Our client is a leading manufacturer of equipment for overhead transmission line stringing and underground cable laying. They specialize in providing robust tools for pulling, lifting, and guiding various types of cables for both ground and underground applications. Contact For inquiries, please contact: Rishita Verma HR Recruiter Mantras2Success +91 7227046629

Mantras2success Consultants is seeking a proactive and results-oriented Inside Sales Specialist . This role is ideal for an individual with strong communication skills who can effectively manage leads from e-commerce platforms, generate new business through strategic outreach, and drive lead conversion to achieve sales targets. Key Responsibilities Lead Management : Manage and respond promptly to leads generated from e-commerce platforms . Lead Generation : Proactively generate new leads through thorough research and targeted outreach efforts. Outreach : Conduct effective cold calls to potential clients/customers to introduce products/services and identify opportunities. Sales Conversion : Drive lead conversion and ensure the timely closure of sales opportunities to meet targets. Required Skills Communication & Negotiation : Strong communication and negotiation skills for engaging with prospects and closing deals. Sales Pipeline Management : Proven experience in lead generation and sales pipeline management . Sales Approach : Goal-oriented with a proactive and tenacious sales approach.

Mantras2success Consultants is seeking a dynamic Business Development Executive to drive sales growth by focusing on SME/MSME and B2B clients . This role is ideal for a proactive individual who excels at field sales, building strong client relationships, and consistently achieving sales targets. Key Responsibilities Field Sales Visits : Conduct regular field sales visits to prospective and existing SME/MSME and B2B clients. Lead Management : Generate new leads and diligently follow up on them to drive continuous business growth. Client Relationships : Build and nurture strong, lasting client relationships to identify ongoing sales opportunities. Target Achievement : Ensure the timely closure of leads and consistently achieve assigned sales targets . Required Skills Communication & Negotiation : Strong communication and negotiation skills are essential for client interactions and deal closures. Travel Willingness : Willingness to travel for client meetings as required. Technical Aptitude : A technical aptitude in industrial/mechanical domains is preferred, though not mandatory. Benefits Travel Allowance Incentives (based on performance)

Key Objective of the Job: To be responsible for lead generation management, maintain customer relationship, to manage external relations with the various dealers and Tata Motors Stakeholders in order to establish TMF as a preferred financing partner thus generating volume sales and meeting targets for the assigned product. Key Deliverables: Lead Management Managing and supporting the TSMs in generating leads, dealing with channel partners whenever required Fosters team spirit and contributes to a collaborative approach across the department/division Provides procedural or process suggestions for achieving team goals or performing team function and provides resources or help to achieve the common goal Customer relationship management Develop and maintain relationship with key existing and potential customers Takes iniative in creating in innovative customer value Dealer relationship management Maintain relationship with key local dealerships, TML dealers and local territory managers of TML Manage a team of TSMs including target setting, dealer allocation, and performance management Team Management Ensure all TSMs and dealer sales team are aware of policies related to TMF product offerings Education Qualification: Minimum should have completed Graduation Specialized job competencies: Strategic Orientation Entrepreneurial Agility Execution Excellence Customer Centricity Fostering Synergy People Leadership Communication Skill Negotiation Skill Market/ Industry Knowledge Analytical Skill Product Knowledge Hiring Parameters: Result Oriented Excellent communications & presentation skills Ability to drive team. Implementing innovative product launch/sales strategies that are tailor- made to the TMF ecosystem needs. Establishing a customer centric relationship. Location- Mumbai,Delhi,Pune,Bangalore,Hyderabad,Chennai

What are we looking for? A Lead Generation Associate with excellent Hindi Communication skills (written and verbal), interpersonal abilities along with good proficiency in English People with a systematic approach to building sales funnels, tracking feedback, prioritizing tasks, and consistently exceeding targets within the deadlines A sales mindset to effectively communicate about high-paying Career opportunities to its prospective learners and drive sales qualified leads Willingness to work in a high-growth startup environment. What will you be doing? Outbound calls and generating sales-qualified leads Ask pertinent questions to understand the lead and nudge them forward in the presales process. Take responsibility for the entire sales qualification life cycle for your assigned leads. Cold calls, follow-ups, lead qualification, and management fall under this category. Maintaining a detailed database of all the interactions with the leads and providing constant feedback on the quality of the leads to the respective team. Meeting weekly and monthly targets. Languages Known: Native speaker of Hindi. Proficiency in English will be an advantage. What do we offer? 3 LPA Fixed + performance-based incentives Work Location & Working Days: Work from Home 6 days a week

What are we looking for? A Lead Generation Associate with excellent Kannada Communication skills (written and verbal), interpersonal abilities along with good proficiency in English People with a systematic approach to building sales funnels, tracking feedback, prioritizing tasks, and consistently exceeding targets within the deadlines A sales mindset to effectively communicate about high-paying Career opportunities to its prospective learners and drive sales qualified leads Willingness to work in a high-growth startup environment. What will you be doing? Outbound calls and generating sales-qualified leads Ask pertinent questions to understand the lead and nudge them forward in the presales process. Take responsibility for the entire sales qualification life cycle for your assigned leads. Cold calls, follow-ups, lead qualification, and management fall under this category. Maintaining a detailed database of all the interactions with the leads and providing constant feedback on the quality of the leads to the respective team. Meeting weekly and monthly targets. Languages Known: Native speaker of Kannada Proficiency in English will be an advantage. What do we offer? 3 LPA Fixed + performance-based incentives Work Location & Working Days: Work from Home 6 days a week

What are we looking for? A Lead Generation Associate with excellent Marathi Communication skills (written and verbal), interpersonal abilities along with good proficiency in English People with a systematic approach to building sales funnels, tracking feedback, prioritizing tasks, and consistently exceeding targets within the deadlines A sales mindset to effectively communicate about high-paying Career opportunities to its prospective learners and drive sales qualified leads Willingness to work in a high-growth startup environment. What will you be doing? Outbound calls and generating sales-qualified leads Ask pertinent questions to understand the lead and nudge them forward in the presales process. Take responsibility for the entire sales qualification life cycle for your assigned leads. Cold calls, follow-ups, lead qualification, and management fall under this category. Maintaining a detailed database of all the interactions with the leads and providing constant feedback on the quality of the leads to the respective team. Meeting weekly and monthly targets. Languages Known: Native speaker of Marathi. Proficiency in English will be an advantage. What do we offer? 3 LPA Fixed + performance-based incentives Work Location & Working Days: Work from Home 6 days a week

What are we looking for? A Lead Generation Associate with excellent Marathi Communication skills (written and verbal), interpersonal abilities along with good proficiency in English People with a systematic approach to building sales funnels, tracking feedback, prioritizing tasks, and consistently exceeding targets within the deadlines A sales mindset to effectively communicate about high-paying Career opportunities to its prospective learners and drive sales qualified leads Willingness to work in a high-growth startup environment. What will you be doing? Outbound calls and generating sales-qualified leads Ask pertinent questions to understand the lead and nudge them forward in the presales process. Take responsibility for the entire sales qualification life cycle for your assigned leads. Cold calls, follow-ups, lead qualification, and management fall under this category. Maintaining a detailed database of all the interactions with the leads and providing constant feedback on the quality of the leads to the respective team. Meeting weekly and monthly targets. Languages Known: Native speaker of Marathi. Proficiency in English will be an advantage. What do we offer? 3 LPA Fixed + performance-based incentives Work Location & Working Days: Work from Home 6 days a week

The Marketing Operations Analyst II is responsible for lead and pipeline reporting, ensuring accurate data tracking, performance measurement, and insights to drive marketing and sales alignment. This role focuses on lead management, pipeline analysis, and revenue reporting, while also managing Google Analytics, Google Ads, and other digital marketing performance metrics. The ideal candidate has strong analytical skills, experience with BigQuery, and expertise in data visualization, attribution modeling, and marketing analytics. Key Responsibilities: Lead & Pipeline Reporting Manage and maintain lead flow tracking and reporting from marketing campaigns into HubSpot and CRM (Salesforce preferred), ensuring data accuracy and integrity. Track, analyze, and report on pipeline performance, lead conversion rates, and marketing-influenced revenue to measure campaign impact. Build and maintain dashboards in CRM, Looker Studio, Tableau, and Power BI to visualize lead lifecycle stages, funnel progression, and sales handoff efficiency. Develop and refine marketing attribution models to assess the effectiveness of marketing channels and campaigns in pipeline generation. Work closely with Sales Operations and Demand Generation teams to ensure seamless lead handoff and alignment on pipeline metrics. Google & Digital Marketing Reporting Monitor and analyze Google Analytics and Google Ads performance, identifying trends and opportunities for optimization. Track digital campaign performance across paid media, SEO, and website engagement, providing recommendations for improvement. Implement and maintain Google Tag Manager configurations to optimize conversion tracking and event measurement. Conduct A/B testing and conversion rate analysis to optimize digital campaigns and landing page effectiveness. Ensure marketing data is structured correctly in BigQuery for advanced analytics and reporting. Marketing Data Management & Compliance Maintain data hygiene, segmentation, and enrichment to improve targeting and reporting accuracy. Ensure compliance with data privacy regulations (GDPR, CCPA) in all lead tracking and reporting activities. Collaborate with marketing and IT teams to improve data governance and system integrations. Qualifications & Experience 5+ years of experience in marketing analytics, lead operations, or data analysis. Strong expertise in lead management, pipeline tracking, and revenue reporting. Proficiency in BigQuery for querying and analyzing large-scale marketing and sales data. Experience with data visualization tools (Google Looker Studio, Tableau, Power BI). Google Analytics and Google Ads experience, with a strong understanding of paid search, SEO, and digital reporting. Knowledge of marketing attribution modeling, multi-touch attribution, and conversion tracking. Familiarity with CRM systems (Salesforce preferred) and HubSpot reporting. Ability to interpret complex data sets and present insights to marketing, sales, and leadership teams. Preferred Skills: Experience with SQL, Python, or R for advanced data analysis and reporting. Familiarity with Google Tag Manager for event tracking and campaign measurement. Certifications in HubSpot, Google Analytics, or BigQuery are a plus.

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. <

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 Executive Relationship Manager S2S Department Direct Distribution Direct Sales Force Level/ Band Officer (103) 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 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 10+2 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 ) Competency Competency For Wealth Planning Officer Proficiency Scale Proficiency Scale Description 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. 1 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 base and by making every effort to retain consumers by explaining features, advantages and benefits and alternate options available through out the life cycle of the policy. Building and Managing Relationships Collaborating with key stakeholders and team members to build positive working relationships based on confidence, trust and sensitivity to facilitate the accomplishment of common work/ business goals. 1 Focused on serving allocated customer base and reaches out to them or new and repeat business. Is comfortable to reach out to stake holders whenever a need arises. Aware about the importance of commitment and respect while dealing with stakeholders and acts accordingly. Effective Communication Able to communicate accurately and concisely with various stakeholders by adapting communication methods based on situation and well reasoned arguments to convince and persuade stakeholder to achieve win-win situations. 1 Can adapt to customers medium of interaction using the right language / socio-economic background focus based discussions. Well versed with multiple forms of communication suitable to make decision making easier. Maintains a positive body language while interacting with various stake holders. Taking Ownership Achieves results by taking responsibility proactively and by making timely decisions with speed & urgency. 1 Is aware of the results to be delivered and does what is required to achieve the results. Stays focused on delivering tasks for which he/she is accountable. Escalates issues to seniors and waits for their inputs before proceeding further. People Management Develop and manages individuals and team performances through constructive feedback, coaching and mentoring. 1 Understands various roles and functions of team/ branch members and aligns well to own role. Comes across as a team player. <

JOB DESCRIPTION Position Title Executive Relationship Manager S2S Department Direct Distribution - Direct Sales Force Level/ Band Officer (103) 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 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 10+2 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 ) Competency Competency For Wealth Planning Officer Proficiency Scale Proficiency Scale Description 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. 1 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 base and by making every effort to retain consumers by explaining features, advantages and benefits and alternate options available through out the life cycle of the policy. Building and Managing Relationships Collaborating with key stakeholders and team members to build positive working relationships based on confidence, trust and sensitivity to facilitate the accomplishment of common work/ business goals. 1 Focused on serving allocated customer base and reaches out to them or new and repeat business. Is comfortable to reach out to stake holders whenever a need arises. Aware about the importance of commitment and respect while dealing with stakeholders and acts accordingly. Effective Communication Able to communicate accurately and concisely with various stakeholders by adapting communication methods based on situation and well reasoned arguments to convince and persuade stakeholder to achieve win-win situations. 1 Can adapt to customers medium of interaction using the right language / socio-economic background focus based discussions. Well versed with multiple forms of communication suitable to make decision making easier. Maintains a positive body language while interacting with various stake holders. Taking Ownership Achieves results by taking responsibility proactively and by making timely decisions with speed & urgency. 1 Is aware of the results to be delivered and does what is required to achieve the results. Stays focused on delivering tasks for which he/she is accountable. Escalates issues to seniors and waits for their inputs before proceeding further. People Management Develop and manages individuals and team performances through constructive feedback, coaching and mentoring. 1 Understands various roles and functions of team/ branch members and aligns well to own role. Comes across as a team player. <