Relationship Manager - Direct Channel (DSF)

Position Title

Relationship Manager - DSF

Department

Direct Distribution Direct Sales Force

Level/ Band

Officer (102/103)

Organizational Relationships

Reports to Direct

Sales Manager

Job Dimensions

Geographic Area Covered

As per mapped branch & city

Stakeholders

DSF Sales Force

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 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 )

Contact Person : Thoufic A

Emai ID :thoufic.ameer@tataaia.com